Free Live CPE Calendar

From factory floor to boardroom: Why physical AI matters now for private companies
2026-02-17 14:00 - 15:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Key takeaways

As artificial intelligence (AI) extends beyond software into physical systems, private companies should consider rethinking how innovation impacts nearly every dimension of their business—from the shop floor to the boardroom. Physical AI—melding robotics, sensors, and real-time analytics—is reshaping not only operations but also board agendas—driving conversations about strategy, investment, and risk. Understanding and adopting innovation could mean the difference between leading the market or falling behind. We’ll discuss:

Practical steps to launch or scale physical AI initiatives

How physical AI is changing operations

Risk, governance, and investment implications for private companies

Leveraging analytics & AI for excellence & efficiency in higher education
2026-02-17 14:00 - 15:00
The future of higher education is data-driven. Higher education is evolving rapidly, and technology is at the heart of this transformation. AI and analytics aren’t just buzzwords anymore — they’re game changers for higher education. From improving student outcomes to optimizing operations, these technologies can help institutions thrive.

Join us for a CPE-eligible webinar exploring how analytics and AI can unlock efficiencies, improve decision-making, and enhance experiences across your institution — from student success to financial operations and facilities management. You’ll also learn practical strategies to help manage risks while building a strong data governance framework.

What you’ll learn:

Key drivers and challenges shaping analytics and AI in higher education.

Practical use cases for applying analytics to strategic initiatives.

How to balance the benefits and risks of AI adoption.

Why data governance is critical for sustainable success.

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org.

Medical Practice Financial Management and Growth Series
2026-02-17 14:00 - 15:00
About the Series

Our three-part Medical Practice Financial Management and Growth Webinar Series provides healthcare leaders with strategies for navigating the financial complexities of running a successful medical practice.

Whether you want to protect your organization from financial threats or better understand your practice’s worth for future growth or transitions, these webinars provide the knowledge and tools you need to thrive in today’s complex healthcare environment.

Don’t miss the opportunity to learn from industry experts and gain practical tips to elevate your practice’s financial performance.

Additional Information

This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar.

CPE credit will not be available for watching the recording.

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.

Navigating Staffing Challenges: Turnover, Complexity & Resource Gaps
2026-02-17 14:00 - 15:00
Description

Master staffing shortages in tax/accounting firms amid retirements, exam decline, and unemployment. This session highlights how to combat burnout, address generational clashes, and manage complex workloads through culture-building, equity incentives, strategic outsourcing, and streamlined hiring. Transform strain into strength—retain top talent, reclaim billable hours, and future-proof your firm.

By attending this webinar, you will be able to:• Build a High-Value Client Culture – Foster caring relationships, ownership, and integrity to reduce burnout and boost retention.• Optimize Resources Strategically – Delegate routine tasks, eliminate low-margin clients, and outsource to free up valuable employees to focus on high-value work.• Get Talent Fast & Keep Them Long – Streamline hiring with compelling postings and rapid offers, then lock in loyalty with equity, tenure-based perks, and professional development.Who should attend:Tax and accounting professionalsPrerequisites: NoneDelivery Method: Group Internet BasedField of Study: Business Management & Organization – Non-technicalCourse Length: 60 MinutesCourse Level: BasicRecommended CPE: 1Recommended CE: 0Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.

How geopolitics and AI are redefining the next moves in risk
2026-02-17 15:00 - 16:30
Geopolitical volatility, policy shifts, and rapid advances in AI are reshaping the risk and compliance landscape. As geopolitics increasingly influences supply chains, operations, and strategic decision making, leading organizations are moving beyond passive monitoring toward early action powered by horizon scanning and scenario planning.

At the same time, AI is transforming risk, legal, compliance, internal audit, and investigation functions. Intelligent tools enable real-time risk sensing, faster investigations, continuous monitoring, and more agile audits, allowing teams to focus on higher value decisions and strategy.

Join our webcast as PwC leaders and risk and compliance executives discuss navigating geopolitical shifts, applying advanced AI, and strengthening enterprise resilience to position organizations for advantage amid uncertainty.

Who should attend: Chief Risk Officers, Chief Compliance Officers, Chief Audit Executives, Chief Legal Officers, and senior leaders across risk, compliance, internal audit, and investigations.

CPE Credit: This webcast is eligible for 1.5 CPE credit.

Physician‑Driven Performance Improvement: Productivity, Innovative Care Team Models, and Optimized Staffing Ratios
2026-02-18 12:00 - 13:00
This session presents a clear path for executives to enhance productivity, redesign workflows, and optimize care team staffing ratios, especially around effective APP utilization, to improve profitability, access, and growth.

Attendees will learn the operational strategies that support measurable improvements in productivity, care team efficiency, and especially financial outcomes, while ensuring care team roles are aligned, workflows are streamlined, and providers operate at top‑of‑license.

Attend this webinar to:

Recognize the core financial and operational drivers of physician‑driven productivity improvement, including advanced wRVU analytics, access redesign, and panel management.

Assess the redesign of workflows and care‑team models, focusing on team‑based care, streamlined role distribution, and effective APP utilization.

Identify how to optimize staffing ratios across physicians, APPs, and clinical support roles to improve throughput, access, profitability, and overall efficiency.

Define strategies for aligning physicians, APPs, and executives around shared goals, transparent metrics, and data‑driven decision‑making to support profitability and system‑wide growth.

Navigating Change in Higher Ed: Get Insights at CLA’s 8th Virtual Conference
2026-02-18 12:00 - 16:00
Now in its eighth year, this dynamic event offers forward-thinking content designed to help you navigate the ever-evolving world of higher education. Join us and reserve your spot for both days by registering today.

Who should attend

This session is designed for presidents, CEOs, CFOs, CIOs, controllers, and other administrators at higher education institutions.

Register for both dates

Wednesday, February 18, 2026 — 11 a.m. – 3 p.m. CT

Wednesday, February 25, 2026 — 11 a.m. – 3 p.m. CT

View CPE sponsorship information

Security by Design: A Smarter Path to Enterprise Resilience
2026-02-18 13:00 - 14:00
As regulatory expectations rise and technology environments grow more complex, organizations need security strategies that anticipate risk, support compliance, and scale with the business. Security by design offers a more sustainable path forward by embedding security into the way systems are built, governed, and maintained.

Join the SOX & Internal Controls Professionals Group and Matt Kelly of Radical Compliance for a practical exploration of what security by design means for CISOs, internal audit, compliance officers, and technology teams. We’ll examine regulatory momentum, the business and operational benefits of adopting this approach, and actionable steps to begin implementing it at scale. The session includes a live Q&A with Matt.

After this webinar, you will be able to:

Explain what security by design entails and how regulators are incorporating the concept into emerging cybersecurity requirements.

Evaluate the strategic advantages of embedding security into development, governance, and operational processes.

Identify practical steps for various key functions to begin implementing and scaling Security by Design within their organizations.

Assess how Security by Design supports risk reduction, control effectiveness, and long-term resilience.

Duration: 90 minsCPE: 1.5 creditsField of Study: Accounting

More CPE information →

Sage Intacct 2026 Release 1: Updates Built for the Year Ahead
2026-02-18 13:00 - 14:00
Utilize the 2026 R1 updates to keep early-year momentum going into Q2.

Start 2026 with a clear look at the latest Sage Intacct updates that shape your daily work. Our experts will walk you through the top features, enhancements and navigation changes, followed by a live Q&A to help you confidently use the release from day one.

Who Should Attend

Sage Intacct clients, users and those exploring a future implementation

Learning Objectives:

Identify and describe the most impactful features in the latest release

Demonstrate and navigate the updated user experience to support user adoption

Apply best practices to manage and operate the latest release to its full potential

Speakers

Jenn Bowman, Solution Architect, Armanino Advisory LLC

Shannon Santistevan, Solution Architect, Armanino Advisory LLC

Kern Eaker, Solution Architect, Armanino Advisory LLC

Participants will earn 1 CPE credit*(Field of Study: Computer Software and Applications)

To be awarded the full credit, you must stay on for at least 50 minutes and respond to three out of the five polling questions asked during the program.

*NASBA DETAILS

Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact ElevateLearn@armanino.com.

Armanino is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The C‑suite guide to bank M&A: From strategy to day‑2 integration
2026-02-18 13:00 - 14:00
Event overview

For financial institutions, the difference between a deal that looks good on paper and one that delivers measurable value is the rigor of planning and the speed of Day 2 integration.

This executive‑level webinar distills RSM’s bank M&A approach into a concise lifecycle: strategy and readiness (articulating your thesis, assessing organizational capacity, building a playbook), tax structuring (choices that affect economics and regulatory posture), diligence (benefits, IT and financial/regulatory focus areas), and post‑close integration (operating model, culture, systems, reporting and synergy capture).

RSM leaders will walk the C‑suite through an end‑to‑end playbook—from M&A strategy, organizational readiness and tax structuring to diligence across IT/financial/regulatory domains and Day 2 integration. You’ll leave with practical steps, a targeting framework and the integration disciplines required to realize synergies and protect deal value.

Global tax reform: Pillar two and what comes next
2026-02-18 13:00 - 14:00
Event description

Stay ahead of global tax change. Pillar Two rules are reshaping how multinational groups manage compliance, model tax exposure, and prepare for cross-border risk. The OECD’s newly released “Side-by-Side” package introduces important updates—and raises new questions for tax and finance leaders.

In this one-hour CPE webcast, Grant Thornton international tax professionals will walk through what’s new, what’s unchanged, and what actions your team should take now. We’ll cover:

Key elements of the Side-by-Side package

Safe harbors, incentives, and jurisdictional shifts

Practical steps for modeling, governance, and compliance

U.S. and global developments impacting multinationals

Don’t miss this timely discussion designed to help you navigate evolving global tax requirements with clarity and confidence. Reserve your spot and turn new Pillar Two guidance into an actionable plan.

Webcast details

Date and time

Wednesday, February 18, 20261:00 PM ET – 2:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify the key elements of the newly announced OECD Pillar Two “Side-by-Side” package.

Evaluate how the Side-by-Side package may affect Pillar Two modeling, provisioning, and compliance readiness.

Determine practical next steps for multinational businesses to operationalize the updates, align stakeholders, and monitor jurisdictional implementation and timing developments.

Optimize Your High-Volume Practice with Intuit ProConnect Tax
2026-02-18 13:00 - 14:00
Description

If your firm wants the flexibility and efficiency of cloud-based tax software, or is struggling to manage remote employees or software updates, or desires the efficiency of having all the tools you need in a single application, then you should attend this webinar. In this course, you will see a live demonstration of Intuit ProConnect Tax, the most widely used cloud-based tax application for professional tax firms. You’ll learn why many larger firms are switching to ProConnect, which is built on the Lacerte engine but offers the flexibility and power of a scalable, modern solution. We will cover what makes ProConnect uniquely better than other solutions, including features that exceed the needs of a modern high-volume firm to collaborate on returns, review the work of others, work anytime anywhere, and more. See a demonstration of several powerful integrations, including how seamlessly you can transfer QuickBooks into ProConnect, and how you can create custom tax plans in minutes to show clients valuable savings by using tax strategies automatically generated from their ProConnect Tax returns.By attending this course, you will be able to:

Identify the benefits of using ProConnect Tax

Identify time-saving features built directly into the software

Recognize tools in ProConnect Tax to help manage firm workflow and increase productivity especially for high-volume firms

Understand how to import QuickBooks data into a tax return

Identify how the Link client portal gathers client data and imports it directly into the tax return

Understand how to leverage Intuit Tax Advisor to generate tax advisory insights without manual work, quantify savings from various tax strategies, calculate estimated tax payments, and generate summary reports to give to clients

Establish familiarity with features especially valuable for larger firms such as tickmarks for review, batch e-filing, automatic apportionment for business returns, partnership special allocations, robust user notes with user, date and time stamping, and more

Determine how to sign up for ProConnect Tax

Who Should Attend?Tax professionals that are interested in or are new to the ProConnect Tax software

Prerequisite: NoneCourse Level: BasicCourse Length: 60 MinutesDelivery Method: Group-Internet BasedField of study: Taxes – TechnicalCPE: 1CE: 0

Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.

Security by Design: A Smarter Path to Enterprise Resilience
2026-02-18 13:00 - 14:30
About this Event:

As regulatory expectations rise and technology environments grow more complex, organizations need security strategies that anticipate risk, support compliance, and scale with the business. Security by design offers a more sustainable path forward by embedding security into the way systems are built, governed, and maintained.

Join the SOX & Internal Controls Professionals Group and Matt Kelly of Radical Compliance for a practical exploration of what security by design means for CISOs, internal audit, compliance officers, and technology teams. We’ll examine regulatory momentum, the business and operational benefits of adopting this approach, and actionable steps to begin implementing it at scale. The session includes a live Q&A with Matt.

This webinar is eligible for 1.5 CPE credits.

Plus, read the full white paper for a deeper dive into the security by design framework and practical strategies for reducing enterprise risk.

Smarter audit reports in the age of AI
2026-02-18 14:00 - 15:00
Description:

AI is making its way into audit reporting, often through approved tools, limited access, and unclear guidance. Some audit teams go full throttle with AI, some have started experimenting with AI, and others are just beginning to explore what it could mean for their reporting.

In all cases, the question is the same: How do you use AI in a way that actually improves audit report quality without creating new risks or losing professional judgment? In this session, we dive into how AI interacts with judgment, structure, and accountability in audit reports. We’ll address what needs to be in place before AI can add real value and where reliance on AI can undermine clarity, insight, and trust.

This session is designed for audit teams who are using AI today or preparing to introduce it, and want a clear, defensible approach to using AI responsibly while raising the quality of their audit reports.

Learning objectives:

Understand where AI can support audit reporting and where human judgment must remain central

Recognize common ways AI can unintentionally weaken audit report quality

Apply practical guardrails for using AI within typical organizational constraints

Improve audit report clarity, consistency, and insight while maintaining credibility and trust

CPE credit(s): 1

Field of study: Auditing

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

Q1 2026 Quarterly sustainability webcast
2026-02-18 15:00 - 16:30
Join our sustainability specialists for the next quarterly discussion of the latest sustainability accounting and reporting developments in the US and abroad.

Presenters:Heather Horn, PwC National Office Sustainability and Thought Leader

Who should attend: Controllers; finance directors; others with roles in accounting, financial, and ESG reporting, including sustainability officers, investor relations, audit committee and board members, CFOs, COOs, and CEOs.

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the February 12 and February 18 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Developing trusted AI for controllership and treasury
2026-02-19 11:00 - 12:00
Key takeaways

In 2026, organizations continue to seek applications of artificial intelligence (AI) that are both accurate and secure. This can be challenging for controllership and treasury teams that require a high degree of preciseness and accuracy in their monthly financial close, quarterly reporting, daily cash management, intercompany, and related processes. We’ll discuss:

How organizations can utilize purpose-built technology to apply AI in a more trustworthy and secure manner to support greater adoption in this high-risk space

Current and future applications of AI in controllership and treasury

Clinical Documentation Excellence Pt. 3: Complex & Clinical Denials
2026-02-19 11:00 - 12:00
Payor denials can significantly impact revenue and operational efficiency, but many are preventable with strong clinical documentation. Part Three of our three-part webinar series will focus on how healthcare organizations can use documentation proactively to reduce denial rates and support successful appeals.

Participants will explore common documentation pitfalls that lead to denials, understand how payors review and scrutinize clinical records, and learn strategies to strengthen documentation practices. Real-world case studies will illustrate how effective documentation can make the difference between payment and denial.

Learning Objectives:

Upon completion of this program, participants will be able to:

Identify documentation gaps that lead to denials.

Discuss ways to strengthen documentation to help support successful appeals.

Apply proactive documentation strategies to help reduce denial rates.

For more on this series, be sure to check out our other two clinical documentation excellence sessions!

Clinical Documentation Excellence Pt 1: Compliance & Risk Mitigation

Clinical Documentation Excellence Pt 2: Reimbursement & Revenue

CPE Information

1.00 CPE Credit(s) (pending approval)

1 CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

Intuit Select Pro Staffing: How to Beat the Staffing Shortage while Working Less
2026-02-19 12:00 - 13:00
Description

Are you an accounting or tax expert who wants to grow, make more money, and reclaim your time for more important work?

Join our webinar and discover Intuit Select Pro Staffing, your secret weapon for success. Learn how strategic staffing can help you achieve a better work-life balance while boosting profits.

By attending this webinar, you’ll learn how to:

Expand your business and take on more clients without increasing your workload.

Boost your profit margins by strategically outsourcing tax, bookkeeping, and administrative tasks.

Free up valuable time to focus on high-value services and strengthen client relationships.

Gain peace of mind with Intuit’s vetted and secure staffing solutions, including guidance on IRS Section 7216 compliance.

Explore flexible staffing options to find the perfect fit for your firm’s needs, whether you’re looking for full-time, part-time, or seasonal help.

Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.

Strategic divestitures in 2026: What sellers must get right
2026-02-19 13:00 - 14:00
Key takeaways

Divestitures are evolving from episodic portfolio pruning to disciplined, strategy-led separations that help organizations fund growth, sharpen focus, and strengthen resilience. Findings from Deloitte’s 2026 Global Divestiture Survey highlight how preparation quality, regulatory readiness, and separation design increasingly determine execution speed and value capture. Join our session for insights on how today’s sellers are adapting to shifting market dynamics and buyer expectations. We’ll discuss:

Lessons from cross-regional transactions and their impact on timing and complexity

Emerging divestiture trends and how organizations are reframing value

Where to focus when planning a separation to minimize disruption and risk

AI Accountability for In-House Counsel and Enterprise Leaders
2026-02-19 13:00 - 14:00
Event details

As AI becomes embedded across operations, oversight structures are struggling to keep pace. The legal, financial, compliance, and enterprise risk implications of AI adoption are mounting.

This webinar, presented in collaboration between Crowe and Saul Ewing, is specifically tailored for leaders tasked with navigating governance and accountability frameworks for AI. The session will include a walk-through of a practical AI governance playbook covering ownership structures, life cycle documentation, data and third-party vendor risks, and ongoing human oversight as well as a review of the 2026 regulatory and legal landscape. Presenters will also discuss a realistic maturity model to benchmark an organization’s AI governance posture and plan next steps.

Crowe and Saul Ewing professionals will close with a Q&A to help participants translate AI governance structures into measurable outcomes that enable both risk reduction and innovation.

Attendees will leave with a clear framework for action, guidance on evolving responsibilities across functions, and defensible strategies for embedding AI accountability into enterprise governance and operating practices.

After attending this session, you should be able to:

Identify key accountability and liability touchpoints for enterprise AI use across legal, compliance, finance, and risk functions, and assess how these responsibilities map to governance structures

Distinguish between major 2026 AI regulatory and legal themes, such as privacy, intellectual property, third-party risk, and ethics, and align them with practical enterprise risk and compliance strategies

Design an AI governance approach that includes life cycle documentation, role-based approvals, data and vendor oversight, and human monitoring, and use a maturity model to prioritize integration into enterprise risk management or board-level reporting

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Information technology

This session is recommended for 1.0 hour of CPE credit.

This session is eligible for CLE credit in California, Illinois, New Jersey, New York, and Pennsylvania, sponsored by Saul Ewing.

Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar.

There is no registration fee for participating in this webinar; therefore, there is no cancellation fee.

Additional CPE information

Transforming Enterprise Performance Management with AI
2026-02-19 13:00 - 14:00
Webcast overview

Unlock the future of Enterprise Performance Management (EPM) with AI. Join KPMG’s webcast to discover how advanced AI capabilities can elevate your EPM strategy, drive smarter decisions, and accelerate business success.

Why Attend?

Learn how AI-powered predictive analytics and forecasting enhance decision-making and resource allocation.

Explore automation in planning and budgeting to boost accuracy and efficiency while reducing manual effort.

Understand cognitive and prescriptive tools that deliver actionable insights for optimized strategies.

Discover AI-driven data management techniques for improved data quality and strategic alignment.

Walk away with practical insights and strategies to harness AI and ML for long-term success in a data-driven world.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code LLN8ZZ2Z2L2.

AI in tax: Transforming compliance workflows
2026-02-19 13:00 - 14:00
Learn how Avalara is using AI to automate tax workflows, reduce manual effort, and improve compliance accuracy across your organization.

We’ll cover:

Simplifying tax and finance workflows, including document intake and reporting

Digitizing inbound invoices directly from your inbox

Managing certificates with AI

Embedding AI-powered insights into Avalara solutions

Answering your questions in real time during a live Q&A

Can’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 hour of CPE credit.

Navigating the new IRS: Notices, certainty and compliance challenges
2026-02-19 14:00 - 15:00
Event overview

The IRS continues to expand and refine its enforcement activities, introducing new challenges for both taxpayers and practitioners. Join the RSM controversy tax team for a timely discussion covering key areas of scrutiny—including math error notices, employee retention credit (ERC) claim issues, prefiling certainty pathways and expectations for the 2026 filing season. We’ll also address preparation considerations and upcoming electronic payment requirements.

This session will deliver practical, actionable insights to help you stay compliant, respond effectively and prepare for heightened IRS oversight.

Adapting in Uncertainty: US 2026 C-Suite Outlook
2026-02-19 14:00 - 15:00
This webinar will explore findings from the 2026 C‑Suite Barometer, including how U.S. business leaders are responding with resilience, adaptability, and accelerated investment in technology, talent, and operational agility.

The session will focus on major trends impacting businesses in the U.S., including the scaling of artificial intelligence (AI), tariff-driven cost strategies, supply chain evolution, and renewed international expansion.

Learning Objectives

Upon completion of this program, participants will be able to:

Identify key topics shaping the U.S. business outlook in 2026, including economic and competitive pressures.

Describe how U.S. organizations are using technology and AI to enhance adaptability in operations and strategic transformation.

Recognize the primary factors driving international expansion decisions and related compliance considerations.

Explain how executives are adapting business strategies, like supply chain investments and workforce planning, to address new risks and opportunities.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance during the live broadcast.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

How the IRS Digital Transition Affects Global Mobility
2026-02-19 14:00 - 15:00
Webcast overview

Join our upcoming webcast exploring the IRS’s digital transition away from paper checks and its impact on global mobility. Discover what these changes mean for your global mobility program, the challenges they may bring, and actionable solutions to help you prepare and adapt.

In the webcast, we will explore the following:

The IRS’s push to reduce/stop paper check disbursements and payments under Executive Order 14247 (effective September 30, 2025) and how it will impact taxpayers.

Why it matters for global mobility programs. Many tax equalization and settlement processes have been built around paper refund checks and the option to make payments using paper checks. A shift to electronic only refunds and payment options is likely to disrupt current mechanics creating delays, employee experience issues, and potential employer collection risk.

Explore recent guidance from the IRS and the Taxpayer Advocate Service and what it means for global mobility programs and international assignees in 2026 and beyond.

Present practical solutions and planning considerations that can help minimize disruptions and support you in proactively transforming your policies and settlement processes for the evolving digital environment.

This webcast would be of significant interest to global mobility professionals, CFOs, human resources directors, CPAs, corporate tax staff, and other business and service providers.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code FDN7LLTLSQL.

Payment Reforms: Accounting, Compliance, & Reimbursement
2026-02-23 13:30 - 14:30
Government payment reforms continue to reshape how healthcare organizations recognize revenue, manage compliance risks, and handle changing reimbursement models. Our experienced professionals will share insights on recent and emerging developments affecting government-funded healthcare programs.

This webinar will explore State Directed Payment Program (SDPP) revenue recognition considerations, including financial reporting implications and audit readiness. Also, the Rural Health Transformation Program (RHTP) Uniform Guidance requirements and other compliance issues that are impacting federal and state-funded programs will be covered. To conclude, we’ll discuss recent reimbursement developments, including updates to the 340B Rebate Model Program and Medicaid Disproportionate Share Hospital (DSH) payments, as well as the strategic implications for healthcare organizations adapting to new payment models.

Designed for healthcare finance, compliance, and reimbursement professionals, this webinar will provide practical insights to help organizations strengthen compliance, improve financial clarity, and stay ahead of regulatory change.

Learning Objectives

Upon completion of this program, participants will be able to:

Evaluate key factors impacting SDPP revenue recognition and financial reporting.

Identify RHTP Uniform Guidance requirements and other relevant compliance considerations.

Discuss recent legislative and regulatory reimbursement developments, including the 340B Rebate Model Program and Medicaid DSH changes, and strategies for healthcare organizations navigating evolving payment models.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

Tax Readiness — 2026 Private Capital Outlook
2026-02-23 14:00 - 15:00
Private capital is entering 2026 at a critical inflection point, where growth, liquidity, and tax strategy are increasingly interconnected. Join PwC for the launch of our Private Capital 2026 Outlook, exploring four predictions shaping the future of private markets. Our panel will offer practical insights for asset managers and financial services leaders navigating fundraising, deal structuring, and after-tax performance in the year ahead. CPE-eligible for 1 Tax credit.

Tech Trends 2026: Five AI trends reshaping accounting opportunities
2026-02-24 11:00 - 12:00
Key takeaways

As technology innovation and adoption accelerate, five trends may reveal how organizations can successfully move from artificial intelligence (AI) experimentation to impact. Finance and audit professionals play an important role in the implementation of rapidly emerging AI-enabled solutions including how to assess, govern, and audit the changing environment, including physical robotics, offerings delivered with agentic AI, AI-native infrastructures, and changing business models with new exposure, security, and reporting requirements. We’ll discuss:

Questions top of mind for leaders and audit committees

Current and expected audit implications of AI

Governance and controls considerations

Costpoint Project Best Practices Tips & Tricks
2026-02-24 12:00 - 13:00
This webcast is designed to enhance participants’ proficiency in utilizing Costpoint for Revenue and Billing. Participants will learn best practices for setting up revenue and billing formulas, setting the project up for success. The course will also cover ICS settings, Year-end processing, and redistributing revenue. Additionally, the webcast will address indirect rate overrides and identify Costpoint configurations to ensure accurate billing calculations. Participants will gain proficiency in utilizing Business Intelligence Reporting to find the data needed to create meaningful reports and dashboards.

Learning Objectives

Demonstrate Costpoint knowledge and skills to ensure accurate revenue computing, optimize revenue management, and align revenue distribution with the project’s financial goals.

Distinguish Costpoint configurations to ensure accurate billing calculations and utilize billing setup to ensure Accounts Receivable balances are correct by project.

Review the steps for utilizing Business Intelligence Reporting and sourcing data for effective reports and dashboards.

Information about CPE Eligibility

To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.

For questions regarding CPE credit, please contact CPE@bdo.com.

BDO USA, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Quantum edge in space: Unleashing next-gen tech and security
2026-02-24 12:00 - 13:00
Key takeaways

The convergence of space and quantum technologies can unlock new possibilities for industry and government. As quantum computing and sensing capabilities accelerate, the intersection with space-based infrastructure is reshaping innovation. We’ll discuss:

Emerging quantum applications in space-based quantum sensing technology

Quantum-enhanced disaster prediction with remote sensing data

Broader government and commercial market dynamics
