State tax developments for private wealth: What matters now
2026-07-23 11:00 - 12:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Key takeaways

State tax proposals are impacting the planning landscape for many high-net-worth individuals. This webcast will examine some of the latest developments and planning considerations arising from emerging wealth, millionaire, and surtax proposals. We’ll discuss:

Potential multistate tax implications of legislative trends and proposals in 2026

The status and outlook for the California Billionaire Tax Act, New York’s Pied-à-Terre Tax, Washington state’s Millionaires Tax, and other state wealth tax proposals

Planning considerations related to residency, charitable giving, entity structures, valuation, and liquidity

Cyber Resilience: Protect Your Business, Minimize Downtime, Recover Faster
2026-07-23 12:00 - 13:00
CPE Credit: One Hour

Business disruptions are no longer a matter of if—they’re a matter of when. Whether it’s a cyberattack, natural disaster, technology failure, or human error, organizations need a business continuity and disaster recovery (BCDR) strategy that minimizes downtime, protects critical operations, and keeps customers and stakeholders confident.

Join Bennett Thrasher’s risk advisory professionals as they discuss how organizations can strengthen resilience through practical BCDR planning, modern recovery strategies, and proactive risk management.

What You’ll Learn:

The fundamentals of Business Continuity & Disaster Recovery (BCDR)

Common gaps that leave organizations vulnerable

How to reduce downtime and recover critical systems faster

Best practices for building a resilient recovery strategy

Practical steps to improve preparedness before an incident occurs

Key considerations for testing and maintaining your BCDR plan

Who Should Attend:

Anyone responsible for organizational resilience and business continuityng in technical development

CFOs & Finance Leaders

CIOs & IT Directors

Operations Leaders

Risk & Compliance

Professionals

Business Owners & Executive Leadership

2026 State and Local Government Industry Update
2026-07-23 12:00 - 13:30
This complimentary session covers key trends affecting state and local governments, including new regulations, legislation, public resources, digital transformation, and fraud, waste, and abuse.

At the end of this session, you’ll be able to:

Identify current trends impacting state financial professionals and practices to address these trends

Identify upcoming GASB pronouncements and their potential impact on state and local government financial statements

Recognize how economic conditions, federal regulations, and state-specific policies influence the financial operations and accounting practices of state and local governments

Who should attend

This session is designed for finance directors, CFOs, accounting and financial managers, and other financial decision makers in governmental organizations.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.

CPE

Recommended CPE: 1.5 credits, Accounting (Governmental)Prerequisites: None Program level: Overview Advance preparation: None Delivery method: Group Internet BasedView CPE sponsorship information

1099 State Changes and Sales & Use Mid-Year Update
2026-07-23 13:00 - 14:00
CPE credit: 1 hour for CPAs

Join us and discover proven methods for more efficiently meeting your State level 1099 and Sales and Use reporting and compliance requirements. In addition, get updated on important changes in the law. With State level audits and penalties on the rise this is one of the most important topics your organization needs to address this year.

More and more states are partnering with the IRS to concentrate enforcement efforts on payments made by US organizations within individual states that are currently not being reported. This includes 1099 issues not commonly considered at the State level. Understand the basics of state reporting and explore best practices for determining your reporting requirements – including those brought about by recent changes in state information reporting laws.

In this update, industry expert and corporate tax attorney Steven D. Mercatante Esq. takes a look at some of the more common problems related to state and local compliance while offering solutions and best-practices for addressing related reporting issues.

Learning objectives:

Identify state tax rules that your organization’s staff needs to understand

Receive updates on recent State level 1099-NEC changes

Recognize how to determine which states have jurisdiction over a given organization’s business operations

Compare and contrast the combined federal state filing programs benefits and shortcomings

Recognize how to analyze particular state 1099 reporting requirements in detail

Describe which states have sales & use reporting requirements that apply to your organization

Level:BasicInstructional method:Group internet-basedNASBA field of study:TechnicalAccountingTaxesProgram prerequisites:NoneAdvance preparation:None

Note: CPE is only available for attending the live event, on-demand viewing is not eligible.

BorderCrossings with EY transfer pricing and tax professionals - July 2026
2026-07-23 13:00 - 14:15
The July BorderCrossings webcast will address the latest public consultation (2026 Consultation) draft from the Organisation for Economic Co-operation and Development (OECD) clarifying existing guidance on the pricing of intercompany services transactions, which could cause companies to reevaluate the arm’s length nature of such transactions. As companies transition to high-value, intangible-embedded services and other methods to allocate profits in an integrated business model, they will need to assess whether the pricing of their intercompany service fees is aligned with this draft guidance.

Panelists will discuss:

The ways in which the 2026 Consultation on “Revisions to Chapter VII of the OECD Transfer Pricing Guidelines for Multinational Enterprises and Tax Administrations” reinforces guidance issued in 2022 on the continued importance of documentation and allocation keys when pricing services

The differences in the 2026 Consultation from the 2022 Transfer Pricing Guidelines

The new examples in the 2026 Consultation highlighting the role of high-valued services where a cost-plus-based method may no longer apply, including deference to Chapter VI guidance where intangibles may be embedded in services

Learning objectives

Review the OECD draft guidelines on service fees; analyze the similarities and differences from previous guidance; discuss new examples.

Panelists

Ronald van den Brekel, EY Global Transfer Pricing Market and Innovation Leader; Partner, International Tax and Transaction Services, EY Belastingadviseurs B.V.

Jonathan Thompson, Principal, Financial Services Transfer Pricing, Ernst & Young LLP (US)

Bill Morgan, Managing Director, Transfer Pricing, International Tax and Transaction Services, Ernst & Young LLP (US)

Moderator

Sirsha Chatterjee, Principal, Transfer Pricing, International Tax and Transaction Services, Ernst & Young LLP (US)

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax.

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.

Complaint Policy: For complaints or concerns, please submit an inquiry here.

Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.

Ernst & Young LLP 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.

Smarter Public Sector Auditing Through Automation
2026-07-23 13:00 - 14:30
Event details

Public sector internal auditors are under increasing pressure to deliver deeper insight, stronger assurance, and greater accountability while managing limited resources, evolving compliance requirements, and growing expectations for transparency. Intelligent automation is reshaping the internal audit function by reducing manual effort, accelerating testing activities, and enabling auditors to focus more time on risk analysis, oversight, and strategic value.

In this webinar, we will explore practical ways automation can streamline time-intensive internal audit activities, including extracting evidence from PDFs, validating calculations, reconciling supporting documentation, comparing document versions, and organizing work papers while maintaining clear audit trails and supporting professional judgment. Participants also will gain insight into governance, security, and quality considerations for adopting automation tools in government audit environments.

After attending this session, participants should be able to:

Review Global Internal Audit Standards requirements related to engagement documentation

Differentiate rules-based automation from AI-enabled capabilities and identify how each can support audit efficiency and audit quality

Identify high-impact use cases for intelligent automation in public sector audits

Demonstrate approaches for maintaining sufficient audit documentation that supports professional standards and audit conclusions when using automation

Evaluate governance, security, and quality considerations associated with automation and AI-enabled tools in government audit environments

Describe key security and data-handling considerations for government environments, including evaluating vendor assurances and determining when to use internal components for sensitive data

Identify quality control practices that help validate automation outputs through professional judgment and align documentation with applicable standards

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Specialized knowledge

This session is recommended for 1.5 hours of CPE credit.

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

What does the rise in agentic AI mean for Global Business Services?
2026-07-23 14:00 - 15:00
Key takeaways

Historically, the mandate of Global Business Services (GBS) has been to centralize work, drive standardization, and maximize efficiency through automation and labor arbitrage. Agentic artificial intelligence (AI) is the next step change. It does not just speed the work, it reorients the GBS operating model and the human roles within it, from doing and transacting to overseeing and orchestrating. We’ll discuss:

Barriers to adoption and potential solutions

How leaders should rethink their GBS organization in the age of agentic AI

Why GBS is the right partner to adopt and scale AI

SOC & Audit: Using Third-Party Assurance Together
2026-07-23 14:00 - 15:00
Many organizations run System and Organization Controls (SOC) reporting and the financial statement audit as separate efforts, creating duplicate work and unnecessary strain on internal teams. This session explores what changes when those engagements are coordinated under a single methodology and provider, and where that coordination can create efficiencies.

The session also covers common blind spots in third-party assurance programs and practical ways to address them. Attendees will leave with a better understanding of how an integrated approach can help reduce compliance overhead and strengthen governance.

Learning Objectives

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

Identify the inefficiencies that arise when SOC reporting and the financial statement audit are managed separately.

Examine and weigh the operational and cost benefits of coordinating assurance activities under a unified approach.

Recognize common gaps in third-party assurance programs and apply practical frameworks for addressing them.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Information Technology 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.

AI readiness for public sector: Quick wins, workforce considerations, and guardrails
2026-07-23 14:00 - 15:00
Public sector leaders may recognize the potential of AI to modernize operations and improve constituent services, yet many struggle to turn interest into meaningful results. As AI tools and expectations evolve faster than most organizations can plan, leaders are left navigating fundamental questions: where to start, how to move quickly without increasing risk, and how to build trust while delivering real public value.

In this webinar, our leaders will share a practical, leadership-focused approach to moving from AI curiosity to action. The session focuses on identifying quick-win opportunities, prioritizing use cases based on constituent and employee impact, and understanding the data, governance, and workforce considerations required for responsible adoption. Rather than prescribing a one-size-fits-all roadmap, this webinar provides clear frameworks, real client examples, and guiding questions to help public sector leaders make informed decisions today while setting a foundation for future progress. Attendees will leave with a clear “tomorrow plan” — immediate day-one actions to begin adopting AI thoughtfully, balancing speed to value with transparency, accountability, and appropriate guardrails.

Learning objectives:

Identify common barriers that keep public sector organizations stuck in AI “interest” rather than execution.

Explore and prioritize quick-win AI opportunities using constituent outcomes and repeatable use cases — before major investments.

Explain leadership responsibilities for responsible AI adoption, including transparency, accountability, and change management.

Recognize workforce and labor considerations leaders should address early when introducing AI-enabled change.

Apply a set of practical “tomorrow actions” to assess readiness, reduce risk, and start a safe first wave.

This session is designed for public sector-operating environments. Private sector organizations should register for our commercial-focused AI webinar, which addresses different governance structures, operating models, and decision constraints.

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.

America at 250: resilience, reinvention, and what comes next
2026-07-23 15:00 - 16:00
A live webcast for business leaders

Thursday, July 23, 2026 | 3:00 – 4:00 PM ET

1.0 CPE credit · Specialized Knowledge · Complimentary

There will be no replay of this webcast, so be sure to join us live.

For 250 years, America has been built by leaders who turned moments of change into moments of growth. This webcast connects those lessons to today—what history teaches us about leading through change, what’s shaping the business landscape now, and where the opportunities are heading into the midterms and beyond.

You’ll hear from:

Doris Kearns Goodwin, Pulitzer Prize-winning presidential historian and author of Team of Rivals, No Ordinary Time, and Leadership in Turbulent Times, in conversation with Michelle Horton, PwC’s Health Industries Risk and Regulatory Principal and America in motion Initiative Lead.

PwC leaders across geopolitics, policy, infrastructure, cyber, and industries on what they’re seeing and where the opportunities are.

What you’ll take away:

Leadership patterns from 250 years of American resilience and how they’ve guided America through moments of division and transformation.

A read on the forces shaping business today, from AI and energy to geopolitics and policy

How leaders are making decisions with confidence amid disruption

A forward look at policy, regulation, and industry shifts through the midterms and beyond

Who this is for:

C-suite leaders and their direct reports and heads of policy, strategy, and risk.

Telecom Accounting 101
2026-07-23 15:00 - 16:00
This Telecom Accounting 101 webinar will provide a practical foundation in the fundamentals that make telecom accounting distinct, with a focus on 47 CFR Part 32, Uniform System of Accounts for Telecommunications Companies (Part 32), its requirements, and real-world applications. We’ll share insights on how to map operational activities to the telecom chart of accounts confidently, recognize common pitfalls that can lead to reporting challenges, and apply sound payroll spreading and cost allocation practices designed to align with audit expectations.

This webinar will also introduce key principles of investment and plant accounting, including capitalization and the role of continuing property records (CPRs), equipping finance teams with knowledge to support accurate, compliant, and transparent financial reporting in a telecom environment.

Learning Objectives

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

Recognize the core principles of Part 32 accounting and the key factors that differentiate telecom accounting from other industries.

Apply best practices for mapping the chart of accounts and identifying common errors that can impact downstream reporting.

Employ effective payroll spreading, cost allocation, and basic investment accounting processes to help improve accuracy and audit readiness.

Don’t miss the other webinars in our series!

Telecom Tax Update: Top Questions Right Now

Thursday, August 27 ▪ 3–4 p.m. ET

From PBC to Opinion: Driving Audit Efficiency

Thursday, September 24 ▪ 3–4 p.m. ET

FCC’s NPRM on ICC & USF Modernization for All-IP Network

Thursday, October 29 ▪ 3–4 p.m. ET

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.

Managing pay when budgets can’t keep up
2026-07-27 14:00 - 15:00
Event overview

Organizations are facing sustained pressure to do more with less when it comes to compensation. Flat or limited salary-increase budgets—combined with inflation, shifting labor dynamics and growing expectations around pay transparency—are challenging traditional approaches to attracting and retaining talent.

In this environment, the compensation strategy must evolve. Organizations can no longer rely solely on base pay increases to stay competitive. Instead, leaders are reevaluating how they design total rewards programs, deploy targeted retention strategies and ensure pay practices remain equitable and compliant.

Join RSM compensation professionals Deanna Balkcom and Ian Ziegler for a practical discussion on how organizations are navigating today’s constrained pay environment—and what steps you can take to respond effectively. Presenters will explore actionable approaches to balancing financial realities with workforce expectations, helping organizations maintain engagement and reduce risk without broad-based pay increases.

What will be covered:

How pay structure design can support pay equity and transparency requirements

How inflation and market dynamics are shaping compensation challenges

Ways to strengthen total rewards when base pay growth is limited

Strategies for rewarding retention without across-the-board increases

Why AI governance is the foundation of secure MCP adoption
2026-07-28 06:00 - 07:00
Description:

MCP (model context protocol) is rapidly emerging as the standard for connecting AI systems with enterprise data and business processes. However, many organisations focus on technology before addressing a more fundamental challenge: governance readiness.

Successful MCP adoption depends on more than secure architecture and technical controls. It requires clear ownership, cross-functional accountability, trusted data sources, auditability, and governance structures capable of supporting AI-enabled decision-making across the enterprise.

This session explores how organisations can move from fragmented governance ecosystems (where risk, compliance, audit, legal, quality, and security operate in silos) toward a shared organisational context that enables responsible and scalable AI adoption.

Drawing on practical governance experience and research into governance under uncertainty, the session highlights common governance pitfalls that can undermine AI initiatives, including accountability gaps, siloed decision-making, and symbolic governance practices.

Attendees will leave with a practical framework for assessing governance readiness, aligning key stakeholders, and establishing the governance foundations that transform MCP from a technical implementation into a strategic business capability.

Learning objectives:

Assess your organisation’s MCP-readiness across ownership, accountability, auditability, and policy frameworks.

Identify governance fragmentation risks that can undermine AI-enabled decision-making and MCP initiatives.

Build a practical roadmap for creating shared organisational context and cross-functional governance alignment.

CPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand.

Field of study: Management Services

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

2026 Tax Break Summer Series
2026-07-28 11:00 - 12:00
State and local tax audits are becoming more frequent, aggressive, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties, navigating a state tax audit can feel overwhelming. During this session, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends we’re seeing. Topics will include audit readiness, what to expect during the audit cycle, and working through disputes. Throughout the session, we’ll answer the questions we hear most often from clients facing state tax controversy matters.

Join us to gain actionable insights that will strengthen your audit readiness and better equip your organization to navigate the full audit and dispute cycle.

Learning objectives:

Understand approaches auditors use to review state income, franchise, gross receipts, and sales and use tax returns.

Identify current trends in state tax audits.

Outline practical strategies for managing state tax controversies, including key considerations before, during, and after an audit.

Anticipated CPE : 1 credit, Tax

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.

Crowe ExPErtise Webinar Series: Performance Improvement Strategies for Portfolio Growth
2026-07-28 11:00 - 12:00
Event details

Private equity firms and portfolio company leaders continue to navigate a challenging operating environment. While economic indicators show mixed performance, expectations for growth, profitability, and value creation remain high. At the same time, organizations face ongoing pressure from rising costs, margin compression, labor constraints, supply chain complexities, and increasing customer expectations for service and delivery.

Join us Tuesday, July 28, for the next Crowe ExPErtise Series webinar focused on performance improvement strategies that can help private equity firms and portfolio companies identify opportunities for operational and financial improvement. Whether you are responsible for portfolio oversight, operational leadership, finance, or business strategy, this session can help you better understand the performance improvement opportunities available within your organization.

Attendees will receive practical approaches to better understand where performance challenges exist and how they can prioritize actions that support business objectives. The webinar also will examine how leading organizations use data and key performance indicators to identify trends, monitor performance, and drive actions to support continuous improvement efforts.

After attending this session, you should be able to:

Identify areas within an organization where margin compression can affect operational and financial performance

Analyze performance improvement levers that can support operational efficiency and profitability

Evaluate key performance measurements that can provide insight into business outcomes and operational effectiveness

Determine near-term actions that can help address performance challenges and support organizational objectives

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Management services

This session is recommended for 1.0 hour of CPE credit. 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

Business and trade policy at the Trump Administration’s midpoint
2026-07-28 13:00 - 14:00
Over the past 18 months, continuing shifts in trade policy have required businesses to adapt their operating models to navigate these unpredictable times. Businesses continue to face tariff uncertainty in 2026 and beyond, ranging from ongoing trade investigations under Section 232 of the Trade Expansion Act of 1962 and Section 301 of the Trade Act of 1974 and novel use of authorities such as Section 122 of the Trade Act of 1974, to ongoing negotiations with trading partners, such as the United States-Mexico-Canada Agreement (USMCA) joint review. The challenges of ongoing litigation related to various tariff authorities, as well as the duty refund process of the International Emergency Economic Powers Act (IEEPA), have further complicated the landscape.

Join us to gain actionable insights to help shift from reacting to trade policy changes to proactively preparing your operations to navigate uncertainty. Discover practical approaches that can help you anticipate and address evolving challenges, making supply chains more resilient and adaptable. Learn about the latest developments in tariff and trade policy and explore ways to strengthen your business so you’re prepared to thrive in an uncertain environment.

Topics to be discussed include:

An overview of current trade policy: ongoing Section 232 and 301 investigations, negotiations with trading partners (including the USMCA joint review), and current litigation challenging tariff authorities

The U.S. Customs and Border Protection (CBP) IEEPA duty refund process and its impact on businesses

Ways businesses may realize operating model advantages

Trade enforcement trends across CBP

Learning objectives

Identify current trade policy, the impact of the duty refunds on the business and how to plan for future volatility.

Panelists

Sameer Anand, EY-Parthenon Americas Supply Chain Leader

Lynlee Brown, EY Global Trade Partner and US Trade Advisory Leader, Ernst & Young LLP

Blake Harden, Senior Trade Policy Leader, Washington Council Ernst & Young, Ernst & Young LLP

Moderator

Al Paul, EY Americas Operating Model Effectiveness Leader, Partner, International Tax and Transaction Services, Ernst & Young LLP

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfaxaffect your company’s financial situation, determine how IRS changes could affect your organization.

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.

Complaint Policy: For complaints or concerns, please submit an inquiry here.

Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.

Ernst & Young LLP 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.

Navigating the Opportunity Zone Transition: What IRS Notice 2026-40 Means for Investors and Developers
2026-07-28 13:00 - 14:00
Description

The Opportunity Zone (OZ) program is changing and the window to act under the existing rules is closing fast. IRS Notice 2026-40, issued in response to the One Big Beautiful Budget Act (OBBBA), gives investors, developers and fund managers the clearest picture yet of how the program evolves as the 2026 inclusion event approaches and a new compliance regime takes effect in 2027.

Join Cherry Bekaert’s OZ professionals for a practical breakdown of what this guidance means for your investments. We’ll cover the 2026 inclusion event and its impact on existing Qualified Opportunity Fund (QOF) positions, updated working capital safe harbor thresholds, the expanded 30% basis step-up available to rural opportunity funds, and how structuring decisions change under the post-2026 framework. Walk away knowing exactly what to do — and what to watch — before the rules shift.

By the end of this session, participants will be able to:

Describe the key provisions of IRS Notice 2026-40 and how they impact OZ investments

Distinguish between the current OZ framework and the post-2026 rules established under OBBBA, including revised deferral mechanics and qualification standards

Explain how the 2026 inclusion event affects existing QOF investments

Evaluate how transitional rules impact project structuring decisions, including development, expansion and capital planning

Compare standard and rural opportunity fund basis step-up thresholds and identify which investments qualify under each track

Who Should Attend

Built for real estate developers, investors, fund managers and tax or finance professionals navigating OZ investments or evaluating new opportunities under the evolving framework.

CPE Accreditation:

Delivery Method | Group Internet-basedRecommended CPE credit | Up to one hour of CPERecommended Field(s) of Study | TaxesCPE Capability | Technical Expertise/Problem SolvingPrerequisites | NoneProgram Level | BasicAdvanced Preparation | None

Speaker

J. Christopher Coffman, Partner, FBT Gibbons

Engaging and Elevating Your Not-for-Profit Board
2026-07-28 13:00 - 14:00
Effective nonprofit governance begins with a knowledgeable and engaged board. This session explores the strategic, legal, and fiduciary responsibilities of board members, with a focus on essential policies, financial oversight, and accountability structures. Participants will examine the critical role of “tone at the top” in shaping organizational culture, ethics, and performance. Through practical frameworks and examples, presenters will outline actionable strategies to strengthen board engagement, improve meeting effectiveness, and enhance oversight. Attendees will also gain insight into best practices for recruiting, developing, and retaining high-performing board members to support long-term mission success and transparency.

Presenters

Manda Dinkel, CPA, CGMA, Managing Director, CBIZ Advisors, LLCBrent A. Wilson, Lead Managing Director, CBIZ Advisors, LLC

Healthcare Has Normalized Broken Workflows: How High-Performing Practices Are Redefining What’s Possible
2026-07-28 13:00 - 14:00
Ambulatory healthcare organizations have spent years adapting to rising administrative burden, disconnected technology, staffing shortages and operational inefficiencies. Over time, many of these challenges have been accepted as “the way healthcare works” — even when they drain capacity, increase costs and make it harder for providers and staff to do their best work.

This session examines the operational and financial costs of normalized inefficiency and the ways leading ambulatory organizations are rethinking how work gets done. Through industry insights, customer examples and practical strategies, attendees will explore how clinical, operational and financial workflows affect one another — and how AI, workflow automation and better technology alignment can help practices reduce friction, reclaim time and improve performance without simply adding staff. The session will also offer five executive-level questions leaders can use to evaluate where their organizations are today and where meaningful change may be possible.

This 60-minute webinar will provide you with the knowledge to:

Prepare executive-level questions and next steps to evaluate opportunities for improvement within their own organizations

Analyze the operational and financial effects of inefficient or disconnected workflows across ambulatory practices

Examine how high-performing organizations use workflow redesign, automation and technology alignment to reduce friction and improve capacity

Brought to you by NextGen Healthcare

How to Deploy AI for Results: CFO and Controller Panel Discussion
2026-07-28 14:00 - 15:00
A recent survey of senior Finance, Tax, and Accounting executives confirms what many Controllers and CFOs already sense: 67% have AI pilots underway, but only 6% report enterprise-wide maturity. The gap between experimentation and measurable outcomes isn’t a technology problem. It’s a data, governance, and organizational readiness problem — and it’s widening.

Join a candid panel of peers featuring a CFO and Controller (TBA), and Prophix VP of Product Marketing Chris Porter for a practical conversation on how finance leaders are moving past the noise — and turning AI pilots into measurable results.

The panel will tackle the questions like where does AI truly belong in the finance stack — inside your ERP, your CPM platform, or a standalone productivity tool? What separates AI that’s proven from new, un-tested AI? And how do you build a path toward autonomous finance.

**CPE Eligible**

Field of Study: Finance Level:

Basic Prerequisite: None

Advance Preparation: None required

Delivery Method: Group Internet-Based

Recommended CPE Credit(s): 1

Event Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an e-mail message to neil@controllerscouncil.org

Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.

Controllers Council 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 web site: www.nasbaregistry.org

PwC’s Real Estate and Infrastructure Tax quarterly webcast: Key legislative, regulatory, and business updates
2026-07-29 12:00 - 13:00
PwC’s Real Estate and Infrastructure Tax quarterly webcast: Key legislative, regulatory, and business updatesWednesday July 29th, 12:00pm – 1:00pm ET

On July 29, join members of PwC’s Real Estate and Infrastructure Tax, Policy Services, and Advisory practices as we discuss critical legislative, regulatory and business issues impacting real estate and infrastructure owners, investors, and funds. Our leaders will share what you need to know about the latest federal and international tax regulations and policy shifts and key implications for SALT and deals strategy.

Individuals viewing the live webcast will receive 1.0 hour(s) of CPE credits. CPE certificates will be sent via email within four to six weeks from the webcast date.

CPE Credits: 1.0Field of Study: TaxesKnowledge Level: IntermediatePrerequisites: None

Course Description: This webcast is designed to provide an update on tax, legislative, regulatory, and business updates, and current developments impacting real estate and infrastructure owners, investors, and funds.

Learning Objectives: To understand some of the cutting-edge issues in taxation affecting the real estate and infrastructure industries. This webcast series is for real estate and infrastructure tax professionals, focusing on legislative, regulatory, and tax technical updates.

Credit Quality & Red Flags for Deteriorating Loans
2026-07-29 12:00 - 13:00
Credit unions often recognize loan problems too late because early warning signs are subtle, fragmented, or misunderstood, leading to reactive rather than proactive credit risk management. Join us for an informative presentation as we provide a practical overview of current credit quality and how to identify early warning signs of deterioration within a loan portfolio. We’ll explore the indicators that signal emerging borrower distress, structural weaknesses, or declining repayment capacity. In addition, we’ll discuss how to recognize behavioral, financial, and collateral‑related red flags, interpret financial trends that may forecast future problems, and apply sound credit risk principles to help strengthen portfolio oversight.

Learning Objectives

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

Describe how to assess credit quality using key financial, operational, and structural indicators.

Recognize early red flags that signal potential loan deterioration.

Apply practical techniques for monitoring borrower performance.

Employ effective credit risk judgment to help identify and address potential emerging loan issues.

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.

From awareness to action: increasing financial wellness, employee engagement
2026-07-29 13:00 - 14:00
“Rewards that work” is an EY Tax webcast series exploring emerging trends shaping employee rewards, wellbeing and workforce strategy.

In the second webcast, panelists will examine how leading organizations can move from offering financial wellness programs to actively encouraging meaningful employee engagement. Despite growing investment in these programs, many organizations struggle to translate availability into sustained participation and impact. When engagement is effectively activated, organizations can realize measurable return on investment through improved retention, increased productivity, and greater utilization of employer-sponsored benefits. This webcast will explore:

The key drivers of awareness and why many programs fail to reach employees

How to embed financial wellness into moments that matter across the employee lifecycle

Leading practices to sustain engagement through experience, partnerships and ecosystem design

Drawing on external research and real-world client experience, we will introduce a practical framework to help organizations increase engagement across the full employee lifecycle, from initial awareness to sustained usage. Panelists will highlight proven practical approaches that can be used within existing programs, focusing on how to activate engagement, not just enable it.

This session is designed for organizations looking to close the gap between program investment and employee outcomes. If you are a leader in HR, Benefits/Total Rewards, Tax, Wellbeing, Risk/Internal Audit, or Payroll, this session will provide practical insight into how to drive measurable impact from your financial wellness strategy.

Learning objectives

Identify key drivers of awareness and engagement in employee financial wellness programs; recognize how organizations can embed financial guidance into critical decision points and moments that matter across the employee lifecycle; evaluate leading practices and operational levers that improve participation, sustained engagement, and overall program effectiveness.

Panelists

Cinda Boyd, Senior Manager, EY Personal Finance, Ernst & Young LLP

Victor Rios, Senior Manager, EY Personal Finance, Ernst & Young LLP

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.

Complaint Policy: For complaints or concerns, please submit an inquiry here.

Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.

Ernst & Young LLP 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.

From Data to Decisions: Enhancing Financial Insight with Data, Strategy, and AI
2026-07-29 13:00 - 14:00
Event Overview

Nonprofit leaders face growing financial pressure — yet too often, the data they need to act is scattered, delayed, or hard to interpret. This session explores how the evolution of data tools and practices is changing the way organizations turn financial information into clear, timely insight. We’ll explore how the right combination of technology and strategy can remove decision bottlenecks and empower leadership to act with confidence.

Walk through a real-world nonprofit case study to see how aligning data, governance, and decision-making can drive faster, clearer outcomes, without unnecessary risk or experimentation.

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.

Eide Bailly Staff, please register in the Learning Center

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.RE.

Engineering & Construction Webcast: Data Alignment, ERP Modernization, and AI Readiness
2026-07-29 13:00 - 14:00
Webcast overview

Join us on Wednesday, July 29, 2026, from 1:00 p.m. to 2:00 p.m. ET for an Engineering & Construction (E&C) webcast.

As infrastructure investment, data-center growth, and large-scale capital projects accelerate, many organizations find legacy ERP systems and fragmented data hindering visibility, agility, and informed decision-making.

In this session, KPMG will discuss industry trends, common pain points, and best practices for establishing a robust ERP foundation, improving data consistency, and embedding AI readiness into your transformation strategy.

Learning Objectives:

Identify the key market trends fueling growth and investment across engineering, construction, and utilities

Recognize the operational challenges posed by legacy systems and disconnected data environments

Explain why a modernized ERP platform is critical for scaling operations and supporting strategic objectives

Describe how improved data consistency enhances forecasting, planning, and real-time decision-making

Articulate the purpose and benefits of Phase 0 (early-stage) planning in large-scale transformation programs

Outline the foundational requirements and emerging use cases for AI adoption in E&C and utilities organizations

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: CFOs, CIOs, CTOs, CDOs, COOs, and senior leaders across finance, IT, FP&A, and enterprise applications within Engineering & Construction and utilities organizationsField(s) of Study: Specialized Knowledge – 85The final CPE and Field of Study will be confirmed after delivery of the program. Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code H2NQR3FRPS9.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

KPMG 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 addresses to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

The Future of FP&A: From Forecasting to Value Steering
2026-07-29 14:00 - 15:00
Webcast overview

As organizations navigate market shifts, this webcast explores how forward-thinking finance leaders are leveraging AI to transition from static planning to dynamic, strategic enterprise value steering.

Learning Objectives:

Speakers will help attendees:

Transition to continuous, signal-driven forecasting: Replace static, calendar-based planning with trusted, AI-enabled insights allowing for faster, more proactive decisions.

Evolve FP&A into an enterprise integrator: Move beyond basic reporting to high-stakes decision stewardship, connecting demand, supply, and capital to drive value-based trade-offs across the business.

Cultivate tomorrow’s “financial athletes”: Identify actionable steps needed today to build an agile, tech-enabled workforce equipped with the skills for an AI-driven future.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: CFOsField(s) of Study: Finance – 43The final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code XBNVXPTYKJ5.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

KPMG 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 addresses to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

Bridging the resilience gap: Achieving effective BCM for the future
2026-07-29 14:00 - 15:00
Description:

In an increasingly volatile business landscape, organizations face an intricate web of modern disruptions: geopolitical instability, cyber conflicts, and accelerating technological shifts. While most business continuity leaders report confidence in their resilience programs, when disruption occurs, dependency maps don’t hold up, and recovery targets are missed. Traditional, siloed approaches to continuity management often create an illusion of preparedness, leaving critical operations unmapped and continuity plans untested, and exposing organizations to unforeseen vulnerabilities when a live crisis hits.

In this webinar, we will share findings from Optro’s new survey of 500 business continuity leaders worldwide. Drawing on these insights, we will examine why mature continuity frameworks still falter during major disruptions, focusing on the hidden deficits in dependency visibility, third-party risk architecture, and cross-functional integration. We will discuss how the rapid adoption of artificial intelligence and automated systems is introducing entirely new failure modes that traditional resilience programs aren’t prepared to handle. Attendees will learn how to break down internal silos, synchronizing risk disciplines, and evolving BCM from a static exercise into a dynamic capability built for long-term operational resilience.

Learning objectives:

Identify and diagnose the “Resilience Gap” within your own organization by evaluating the common friction points between internal confidence metrics and actual operational readiness during a disruption.

Architect an integrated dependency framework that moves beyond basic contract management to map upstream and downstream processes and evaluate their criticality to your organization.

Navigate regulatory requirements for business continuity, resiliency, and testing to maintain compliance and provide value to your organization.

CPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand.

Field of study: Management Services

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

US Expansion Playbook: Capitalizing & Funding Ops
2026-07-30 11:00 - 12:00
Forvis Mazars, in collaboration with Nelson Mullins, invites you to a webinar focused on the critical considerations surrounding how capital moves into and out of a U.S. organization once a structure is in place. This session will explore capitalization strategies, intercompany arrangements, and the tax and documentation requirements that support them. Topics include treaty considerations, transfer pricing, Form W-8 requirements, and practical do’s and don’ts for raising capital in the United States. Attendees will gain insights into how to maintain compliance as they prepare for investor and regulatory scrutiny.

Learning Objectives

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

Identify key intercompany agreements and governance documentation required to support cross-border capitalization and funding.

Discuss treaty eligibility, Form W-8 requirements, and transfer pricing considerations affecting payments between related entities.

Apply best practices for raising capital in the U.S., including investor readiness, documentation discipline, and common compliance missteps to avoid.

CPE Information

1.00 CPE Credit(s) (pending approval)

1 CPE credit (pending approval) in the Taxes 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.

Quarterly Insights: Q2 2026 Financial Services Outlook
2026-07-30 12:00 - 13:00
Join Forvis Mazars for an in-depth discussion of our Q2 2026 summer newsletter, where we’ll present key findings and insights from the latest industry analysis. This session will highlight emerging trends, regulatory developments, and strategic challenges shaping the banking and financial services landscape. Our team will provide perspectives on market performance and the future outlook, offering actionable takeaways for decision makers across the sector. The webinar is designed to equip leaders with a clear understanding of the current environment and its implications for the remainder of the year.

Learning Objectives

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

Analyze the key findings from the Q2 2026 summer newsletter to better understand current market dynamics.

Evaluate the impact of regulatory changes, economic conditions, and emerging risks on financial institutions.

Identify strategic opportunities and challenges facing banks and financial service providers in the near term.

Apply insights learned to help inform decision making and strengthen organizational resilience in 2026 and beyond.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Finance 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.

Back-to-basics: Debt Modifications and exchanges
2026-07-30 13:00 - 14:00
Webcast overview

KPMG professionals will provide a back-to-basics accounting webcast on debt modifications and exchanges. Join us for a focused, practical refresher on the accounting fundamentals of debt restructurings, modifications, and exchanges. Cutting through complexity, we’ll walk through the ASC 470 models that drive decision-making—and what matters most in today’s environment.Learning Objectives:

Upon completion of this webcast, participants will be able to navigate the accounting models for debt restructurings and modifications under ASC 470.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-Based.Target Audience: CFO, Controller, VP Finance, Chief Risk Officer, Head of Internal Audit, Crypto, Digital AssetsField(s) of Study: Accounting – 21The final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code PRNV25SWG83.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

KPMG 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 addresses to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org
