Crowe ExPErtise: Tax and Economic Trends for PE
2025-07-22 11:00 - 12:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Event details

As we enter the second half of 2025, private equity firms and their portfolio companies are navigating a landscape shaped by evolving tax policy and shifting economic signals. Join Crowe for an informative session exploring how recent legislative developments and macroeconomic indicators could impact strategy and operations for private equity stakeholders.

What you’ll gain:

Tax strategies: Discover insights to help you anticipate the implications for deal flow, compliance, and planning stemming from tax provisions in the tax and budget bill and changes at the IRS.

Economic outlook: Get a strategic lens on recovery trajectories, sector-specific growth potential, and areas where firms might need to adjust to cyclical slowdowns. Learn how to interpret leading indicators to guide resource allocation and refine long-term planning.

Learning objectives: By attending this session, you should be able to:

Describe how recent tax policy changes might affect private equity firms and portfolio companies

Evaluate the potential business impact of possible tax law changes

Interpret economic trends and leading indicators to inform planning and strategy

Formulate responsive strategies for margin preservation and forward planning

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 1.0 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

Understanding Your Benefit Plans’ Cybersecurity Requirements and Options
2025-07-22 12:00 - 13:00
Protecting an employee’s retirement plan assets from potential security threats and attacks is critical. Leaders must understand where their organization stands in terms of protection, potential vulnerabilities, and how to respond to an incident in the event of an attack.

This complimentary session discusses the types of threats facing today’s employee benefit plans, methods of protection from cyberattacks, and the ERISA Advisory Council’s Report on Cybersecurity Issues in Benefit Plans.

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

Recall how to develop and refine a framework of knowledge to plan ongoing security efforts and response strategies

Recognize the latest developments in cybersecurity

Identify where to focus valuable risk mitigation resources

View CPE sponsorship information

Accounting for non-controlling interests: Back-to-basics
2025-07-22 13:00 - 14:00
Webcast overview

Join KPMG professionals as they discuss accounting considerations related to non-controlling interests classification, measurement and presentation.

Applicability

All companies

Event contents

The webcast will feature accounting considerations related to:

Impact of transactions on non-controlling interests

How non-controlling interests arise

Non-controlling interest classification and measurement

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.

Strategic CX: Optimizing Your Customer Experience to Drive Business Growth
2025-07-22 13:00 - 14:00
Customer experience has emerged as a pivotal driver of business growth, with each customer interaction shaping brand perception and loyalty. CX and marketing leaders must navigate the rapidly changing business dynamics of today to seamlessly connect experiences and orchestrate them within their organizations. In addition, organizations must adapt and enhance their experience offerings, so they align with customers’ evolving expectations across a vast digital landscape ─ including the emergence of AI and automation ─ to drive future growth.

Join us as we unveil and explore key findings from our Protiviti-Oxford global executive outlook on the customer experience, including CX strengths and weaknesses, resources and readiness, as well as the impact of AI and other emerging technologies. We also welcome clients from X and Y as part of a Protiviti panel discussion on the future of both B2B and B2C CX journey.

In this webinar, you will be able to:

Discuss business strengths and weaknesses when it comes to CX

Explain how c-suite and board can overcome the “optimization gap” in CX performance

Identify personalization at scale, omni-channel experiences, digital touchpoints and brand promise consistency

Define ways strategic CX can drive growth and improve your company’s bottom line

CPE: 1 credit available for live attendance

*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Communications and Marketing. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions.

Protiviti 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. For more information regarding refund, concerns, and program cancellation policies, please contact the CPE Administrator at cpeprograms@protiviti.com.

Generative artificial intelligence: Innovations in risk and controls
2025-07-22 13:00 - 14:00
Over the past year, we have seen remarkable advancements in Generative AI (GenAI), fundamentally transforming how risk management, controls, and internal audit functions operate and deliver value. While teams have made progress adopting these capabilities, significant opportunity remains. We’ll discuss:

Frameworks to assess and drive opportunity

Understanding the latest innovations and transformational use cases of GenAI for risk management and controls

Practical approaches to accelerating your GenAI journey, including prompt engineering and more advanced capabilities

Advance Your Risk Program With the ServiceNow® Platform
2025-07-22 13:00 - 14:00
Event details

Most organizations tackle the threat landscape with a reactive risk posture. But constantly being pulled into risks to remediate and an endless list of assessments to complete can quickly lead to burnout and program recycling. By intentionally establishing a strategic foundation for risk management, organizations can boost engagement, reduce threats, and increase future resilience.

In this webinar, Crowe specialists will explain how to use the power of the ServiceNow platform, the Crowe High Value Function, and the Crowe Security Program Foundations workspace to shape a risk-aware culture so you can translate security data into actionable insights that will position your organization to go beyond day-to-day operational challenges.

You’ll also discover how to define your road map to maturity by prioritizing a shared vision and strategic approach to aligning processes, identifying risk ownership and workflows, and communicating the value of risk back to the business. Explore how the Crowe CISO Program for Risk Management can be your next step in moving your people, processes, and technology forward together.

Learning objectives

After attending this session, you should be able to:

Build a compelling business case for future resourcing and budget allocation to expand a risk management program

Lay a strong foundation for the program with a defined entity structure and high-value functions mapped with the ServiceNow platform

Establish and evolve a governance, risk, and compliance operational calendar

Set up a ServiceNow integrated risk management solution to enable business strategies with a consistent methodology to expand security risk coverage across the business

Leverage data to inform executive decision-making and communicate the value of security risk management

Additional CPE information

Understanding the fundamentals of payroll (in Spanish)
2025-07-22 13:00 - 14:00
We’ll begin by exploring the fundamentals of payroll. This session is ideal for accountants who are new to payroll or looking for a refresher. We’ll dive into what payroll is, its framework, and the key steps needed to calculate employee pay accurately.

What you’ll learn:

Discuss the fundamentals of payroll, including what payroll is and its framework.

Identify the key steps needed to calculate employee pay accurately.

Explore how RUN Powered by ADP® (RUN) payroll can quickly and reliably pay employees and contractors.

Apply payroll fundamentals to real-world scenarios using RUN.

Delivery Method: Group InternetCourse Level: BasicField of Study: Specialized KnowledgePrerequisites: None

This course is approved for 1 CPE credit. Please note that CPE credits are only available for live attendance (on-demand viewing is not eligible).

The federal budget reconciliation bill: state tax considerations
2025-07-22 13:00 - 14:15
The final federal budget reconciliation bill, signed into law July 4, includes tax provisions impacting corporate and individual income taxes imposed by state governments on businesses and their owners. Key elements of the new law from a state tax perspective include:

Extensions of and modifications to Tax Cuts and Jobs Act (TCJA) business provisions, including research and experimental expenditures, interest expense limitations and bonus depreciation

Modification of several US-international tax provisions, including those related to global intangible low-taxed income, foreign derived intangible income and controlled foreign corporations

Extensions of and modifications to individual and pass-through entity tax provisions, including the increase of the temporary cap on the state and local tax deduction for individuals to $40,000

Join Ernst & Young LLP as we discuss the state and local implications of the final provisions of the federal legislation and what actions businesses should consider going forward. Presenters will address the post-TCJA state tax landscape, state conformity considerations, and the outlook for state tax policy in response to the federal law.

Please join us for this 75-minute, interactive webcast. We welcome and encourage you to ask questions.

Panelists:

Lisa Wolski, Washington Council Ernst & Young, Ernst & Young LLP, Washington, DC

Keith Anderson, Indirect, State and Local Tax, Ernst & Young LLP, Dallas, TX

Jess Morgan, Indirect, State and Local Tax, Ernst & Young LLP, Cleveland, OH

Scott Roberti, Indirect, State and Local Tax Policy Services Leader, Ernst & Young LLP, Stamford, CT

Moderator:

Karen Currie, Leader, State Income Tax, Ernst & Young LLP, Dallas, TX

IA Insights: Enhancing Efficiency & Effectiveness in Internal Audit
2025-07-22 14:00 - 15:00
Join Forvis Mazars for an informative webinar, the third webinar in our three-part series, as we explore innovative strategies to help transform internal audit practices for banks and regulated financial institutions. We’ll share practical insights on embracing change, leveraging technology, and fine-tuning processes to help future-proof your internal audit function, driving best practices and regulatory compliance.

Learning Objectives

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

Identify and implement innovative strategies to boost the efficiency and effectiveness of internal audit practices.

Employ technology and data analytics to enhance internal audit processes and outcomes.

Recognize how to adapt to emerging trends and regulatory changes in the internal audit landscape.

Create a future-ready internal audit function that can proactively address potential challenges and opportunities.

CPE Information

1.00 CPE Credit (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.

2025 Midyear economic outlook: Trends and policy impacts for private companies
2025-07-22 14:00 - 15:00
Deloitte’s 2025 midyear economic outlook will provide an in-depth analysis of the key forces shaping the economic landscape, including inflation, tariffs and US trade policy, interest rates, and global trends. We’ll also assess the likely impact of current administration policies on both the domestic and global economic environment, with a focus on what these developments could mean for private companies. We’ll discuss:

Some strategies for private companies to navigate economic challenges

Key economic projections for the remainder of 2025

The evolving policy environment and its potential implications for private companies

Future of workforce in the energy and chemicals sector
2025-07-23 13:00 - 14:00
Attendees will explore the future of the workforce in the energy and chemicals sector, focusing on optimizing workforce composition and integrating human and machine capabilities with generative artificial intelligence (GenAI). We’ll discuss:

Strategies for talent optimization in a new normal characterized by macroeconomic variability

How GenAI and digital transformation can augment productivity and deliver higher value

Ways to enhance workforce effectiveness through integrated management and role evolution

Navigating Fiscal Sponsorship: Models, Financial Oversight, and Reporting Essentials
2025-07-23 13:00 - 14:00
This webinar will explore the different models of fiscal sponsorship and discuss best practices for financial oversight and reporting. Learn how to establish clear guidelines, maintain transparent records, and navigate the termination process to ensure compliance and support the successful management of sponsored projects. Gain the knowledge you need to effectively manage your fiscal sponsorship arrangement.

Presenters

John (Jake) O. Greene II, CPA, Director, Client Accounting & Advisory Services, CBIZMaria L. Gollayan, CPA, Managing Director, Client Accounting & Advisory Services, CBIZ

Learning Objectives

Identify different models of fiscal sponsorships

Implement best practices in financial oversight and reporting

Tax Readiness: International insights on the One Big Beautiful Bill Act
2025-07-23 14:00 - 15:00
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4th by President Trump. The legislation modifies some of the US International tax provisions enacted under the 2017 TCJA, including changes to global intangible low-taxed income (GILTI), foreign-derived intangible income (FDII) and the base erosion & anti-abuse tax (BEAT). The OBBBA includes several other international-related changes, including the expense allocation and income sourcing rules under the US FTC regime. Our panelists will dive deeper into these provisions and also discuss the recent US-G7 agreement regarding Pillar Two. CPE-eligible for 1 Tax CPE credit via live participation.

Deeper insights ahead: Bookmark this page and keep an eye on your inbox for invites to upcoming webcasts, offering an in-depth analysis into the OBBBA business implications.

From Policy to Practice: Navigating the OBBB in Renewables
2025-07-23 14:00 - 15:30
The Details

This session goes beyond a legislative recap. Our panel of experienced deal team members will explore how the One Big Beautiful Bill (OBBB) Act is reshaping renewable energy deal structures. Be sure to tell us your questions when you register: This webinar will be 100% focused on answering attendee-submitted questions, sharing our insights on what’s known, what’s unclear, and what to watch for.

Live webinar participants are anticipated to qualify for 1.5 CPE credits in the Specialized Knowledge field of study.

Quarterly Accounting and Financial Reporting Briefing Q2 2025
2025-07-23 15:00 - 16:00
Join us for the CBIZ CPAs Insights: Quarterly Accounting and Financial Reporting Briefing, a webinar designed to keep you up-to-date on the latest hot topics, technical matters, and current events impacting financial reporting.

Our professionals will discuss recent developments and updates from key governance bodies, including the Financial Accounting Standards Board (FASB), the American Institute of Certified Public Accountants (AICPA), the Securities and Exchange Commission (SEC), and others.

This informative session will ensure you stay informed and prepared for the evolving landscape of financial reporting.

Your Tech-Enabled Family Office Practice: Elevating Trust Through Continuous Improvement
2025-07-23 15:00 - 16:00
Handling the financial operations for high-net-worth individuals has never been more complex. From high volumes of transactions to numerous legal entities and investments, family office practices have high stakes to have their processes, technology, and integrations in tip-top shape in order to realize the unique opportunity to become—and remain—a trusted advisor.

In this webinar, Kim Blascoe, senior director of CAS professional services at CPA.com, will be joined by a family office practice leader to unpack how firms can continuously improve their internal operations, such as their workflows and automations, to make certain that they have the proper stature to provide data-driven insights to their clients.

Learning objectives:

Distinguish between core technologies to implement in your practice vs. niche technology

Recognize how modern firms are leveraging technology and best-practices to provide value to their high-net-worth clients through their family office practice

Identify ways to structure data, create seamless automations, and document workflows to optimize your operations

Indicate which improvements your family office practice can make to have an immediate impact and boost client value

Tax Disclosure ASU: Key Updates for Public and Private Entities
2025-07-24 12:30 - 13:30
Event description

Join Grant Thornton’s Accounting Principles and Corporate Tax Solutions Groups for a webcast exploring the recent updates to income tax disclosures under US GAAP. This session will unpack the key changes introduced by the Tax Disclosure ASU (ASU 2023-09), including new requirements for disaggregating income tax information, reconciling effective tax rates, and reporting income tax payments.

Whether you’re with a public or private entity, this session will help you understand how to comply with these changes and enhance the clarity of your tax reporting.

Date and time

Thursday, July 24, 2025

12:30 PM ET – 1:30 PM ET

Recommended CPE credits

1

Learning objectives

Identify additional disclosure requirements regarding disaggregating income tax payments made by an entity.

Define the scope of the updates to US GAAP introduced by ASU 2023-09, Improvements to income tax disclosures.

Describe the rate reconciliation requirements for public business entities and the qualitative narrative disclosure requirements for private companies.

The Risk Forecast: What’s Next for Tech, Media & Telecom (TMT)
2025-07-24 13:00 - 14:00
Join Protiviti’s Technology, Media & Telecom (TMT) leadership team for an exclusive panel discussion led by Global TMT Industry Leader Scot Glover. As the pace of innovation accelerates and risk landscapes evolve, executives in these sectors face unprecedented challenges—from AI disruption and cybersecurity threats to shifting regulatory and consumer demands.

In this timely mid-year update, our experts will unpack the latest insights from Protiviti’s Executive Perspectives on Top Risks Survey and offer a forward-looking perspective on the next wave of risk.

Learning objectives:

Identify the most pressing risks impacting Technology, Media & Telecom companies today, based on Protiviti’s latest Top Risks research.

Evaluate how organizations are adapting to current risk trends and strengthening their strategies for long-term resilience.

Analyze case studies illustrating how TMT leaders are responding to emerging threats.

Summarize Protiviti’s forecast of the top risks shaping the TMT industry over the next 5 to 10 years.

CPE: 1 credit available for live attendance

*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Specialized Knowledge. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions.

Protiviti 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. For more information regarding refund, concerns, and program cancellation policies, please contact the CPE Administrator at cpeprograms@protiviti.com.

The Automation Revolution: Leveraging Intelligence for Success
2025-07-24 13:00 - 14:00
Join us for an insightful webinar, “The Automation Revolution: Leveraging Intelligence for Success,” where we will explore how Intelligent Automation (IA) can transform your business operations, streamline processes, and enhance customer service to secure a competitive edge in today’s dynamic market.

In this webinar, our presenters, Joshua Widener and Rob Drover, will guide attendees through the essentials of Intelligent Automation and demonstrate its critical role in driving innovation and efficiency within organizations.

Attendees will gain valuable insights into the key technologies behind IA, including Machine Learning, Natural Language Processing (NLP), and Document Understanding, and how these technologies can be applied to various industries.

Presenters

Joshua Widener, Manager, Intelligent Automation

Rob Drover, Managing Director, Emerging Technology

Agent Driven Workforce Transformation
2025-07-24 13:00 - 14:00
Webcast overview

Join KPMG for the upcoming webcast. You will:

Discuss common considerations and roadblocks that organizations face when identifying where and how to embed AI and ServiceNow Now Assist across their organization.

Learn how AI has redefined digital transformation and unlocked new opportunities for workforce value, particularly around productivity, innovation, customer and employee experience, cost, and culture, through new ways of working defined by Human-Agent collaboration.

Explore real-world examples of how leading companies are deploying AI and ServiceNow Now Assist to drive improved outcomes.

Discover how you can empower and inspire your Workforce to unlock value and innovate with AI for sustained success in a rapidly evolving 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.

PERSONALIZATION FOR PERFORMANCE: Boosting Benefits Enrollment with AI and Data
2025-07-24 13:00 - 14:00
There is a wealth of data available regarding our health, finances, and lifestyle. How can HR and finance leaders utilize this data to generate insights that better serve their employees, while also addressing confidentiality concerns? Although navigating these challenges can be difficult, the potential gains are significant, including improved engagement, health, financial outcomes, and ultimately, productivity. Discover how companies like Nayya, NFP, Prudential and ADP are collaborating to leverage data in order to enhance employee engagement and improve outcomes, helping their workforce thrive.

Join us for this insightful session to discover how to:

Design benefits strategies that boost engagement and performance.

Leverage enhanced benefits to strengthen your place as a top employer of choice

Personalize benefits to maximize employee utilization and satisfaction

Simplify HR processes and control costs by consolidating solutions

Don’t miss this opportunity to rethink how to integrate your benefits solutions to create a strategy that truly resonates with your workforce!

Join us today!

Pending approval for 1 SHRM, 1 HRCI and 1 CPE credit. CPE credits are only available for live attendance (on-demand viewing is not eligible).

Navigating Lease Accounting Software Acquisitions and Sunsets
2025-07-24 13:00 - 14:00
Learning Objectives

Identify key questions to ask your current vendor regarding the details of their software sunset or acquisition, including timelines, support, and data migration assistance through a real-life example.

Become aware of the risks and opportunities associated with a transition to a new lease accounting software.

Get prepared to assess your organization’s current and future lease accounting needs, including lease volume, compliance requirements (ASC 842, IFRS 16, GASB 87, GASB 96), and integration needs.

Learn how to evaluate and compare different lease accounting software solutions based on key criteria such as user-friendliness, quality of accounting support, ease of implementation, and budget.

Accounting’s Mid-Year Outlook: Navigating the Crosscurrents
2025-07-24 13:00 - 14:00
In today’s unpredictable economic environment, finance and accounting leaders must steer through shifting tides of regulatory change, evolving standards, and macroeconomic volatility. This mid-year accounting update equips you with insights to anticipate what’s ahead and respond with confidence.

Riveron experts will unpack the most impactful 2025 accounting and regulatory developments, examine trends emerging from FASB comment letters, and explore how global trade, policy shifts, and industry sentiment are influencing financial reporting strategies. We’ll also provide practical guidance for closing Q2 and kicking off effective planning for 2026. What we’ll cover:

Navigating the crosscurrents amid emerging accounting standards and regulatory priorities:

The latest perspectives and what industry leaders are saying about AI, ESG, and what’s next for finance.

Key FASB priorities, comment letter themes, and how to prepare in an evolving landscape.

Where the regulators are focusing and how to avoid common disclosure missteps.

Accounting and planning in an increasingly complex setting:

Tariffs, trade, and other recent policy and supply chain dynamics are hitting the P&L and shaping accounting and audit readiness practices.

For a successful Q2 close and beyond, practical reminders can ensure for reporting readiness and avoiding surprises in the second half of the year.

With budget season around the corner, how do FP&A and other financial reporting professionals guide planning in a volatile environment—and who needs to be at the table?

Who should attend?

This session is ideal for CAOs, CFOs, controllers, accounting leaders, financial reporting professionals, and other accounting and finance experts. Free CPE credit is offered to live participants.

For more information regarding registration, refund, complaint, and program cancellation policies, please contact our offices at training@riveron.com.

Riveron 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.

Public Sector Internal Audit: Risk in Procurement
2025-07-24 13:00 - 14:30
Event details

For public sector organizations, procurement is a significant risk area that is highly vulnerable to fraud, waste, and abuse, so it is essential for internal audit teams to apply rigorous audit methodologies and stay updated on leading practices.

We invite you to participate in our upcoming webinar during which we will examine key areas of procurement that require elevated assurance. We will address practical strategies and common pitfalls in auditing procurement transactions and focus on navigating the evolving regulatory landscape and maintaining audit quality amid operational complexity.

Attendees will gain tools and approaches to assess grant-funded purchases, mitigate fraud risk, evaluate ethical procurement practices, and incorporate third-party and supplier diversity considerations. The speakers will explore how procurement intersects with sustainability and environmental, social, and governance criteria and how internal audit teams can align their processes with these evolving standards.

Whether you are new to auditing procurement or seeking to expand your proficiency, this webinar will offer insights to help you deliver objective, independent audits to management, boards, and the communities served.

After attending this session, you should be able to:

Detect potential fraud, waste, and abuse in procurement activities

Apply ethical principles in assessing procurement practices

Evaluate procurement decisions that involve third-party entities

Interpret grant procurement regulations to support compliance efforts

Recommend best practices for auditing procurement performance

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

Transformation of the federal government landscape: Surviving change - Part 2
2025-07-24 13:00 - 14:30
The Details

Join CohnReznick’s and Crowell & Moring experienced Government Contracting subject matter specialists, as they share insights on “Administrative Shifts and Impacts for Government Contractors.” This engaging session will provide you with critical insights and actionable information to navigate the evolving landscape under the Trump administration.

Designed for GovCon executives, accounting and finance departments, and project managers, topics to be discussed include:

Discover new recent Executive Orders, agency directives, and the FAR 2.0 overhaul.

Track major updates at GSA, DoD, SBA, and DCAA, including key memos, reports, and audit program changes.

See how the “Big Beautiful Bill” and FY 2026 Budget are influencing opportunities.

Learn how procurement tools, buying guides, and templates are evolving.

Understand market shifts, pricing trends, and industry winners and losers.

Stay informed on current litigation, compliance risks, and bid protest trends.

Live webinar participants are anticipated to qualify for CPE credit.

Empowering financial institutions with Microsoft 365
2025-07-24 14:00 - 15:00
Event overview

In today’s rapidly evolving digital landscape, financial institutions face pressing challenges that require a strategic approach. From harnessing cutting-edge technologies to optimizing resources, this webinar will delve into pivotal areas transforming the industry, including:

Emerging challenges and industry trends: Explore the latest shifts shaping financial services, including customer expectations, regulatory demands and technological advancements.

Responsible artificial intelligence applications: Discover how AI-powered tools and responsible AI practices can enhance decision making, improve customer experiences and drive innovation in financial institutions.

Licensing optimization: Learn strategies to maximize value from Microsoft licensing, ensuring cost-efficiency and scalability to meet evolving business needs.

Modern contact center solutions: Uncover cloud-based technologies and innovative solutions tailored to create seamless, efficient interactions in today’s modern contact centers.

This session will provide practical demos and actionable insights, empowering financial institutions to tackle challenges and thrive in a competitive environment.

Key takeaways:

Cloud-based contact center solutions can enable seamless, modern customer engagement.

Financial institutions must adapt to evolving customer expectations, regulations and technologies to stay competitive.

Responsible AI can drive innovation while ensuring ethical, data-driven decision making.

Strategic Microsoft licensing optimization can boost cost-efficiency and scalability.

Building a Tech-Driven Culture in Construction
2025-07-24 14:00 - 15:00
Join us for an informative session exploring how integrated, modern technology is transforming the construction industry. Discover how building a technology-driven culture can enable construction firms to deliver end-to-end services—from design through operations—with greater efficiency, accuracy, and collaboration.

We’ll address common challenges in adopting new technologies and share best practices for driving user adoption and key business outcomes. Whether you’re aiming to streamline operations, enhance your digital strategy, or improve stakeholder engagement, this session will provide actionable insights to help you and your team build more efficiently and profitably.

Learning Objectives

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

Discuss how technologies like artificial intelligence, data analytics, and integrated project delivery workflows are reshaping construction projects and processes.

Describe how to align your technology, data, and business strategies to help drive scalable, long-term growth.

Explain how to replace disparate applications with connected systems that can help improve productivity and reduce risk.

Outsourcing – Why Would I Ever Do That?
2025-07-24 14:00 - 15:00
Attend a complimentary panel discussion focused on the benefits of adopting an outsourced model. Gain perspectives from CLA professionals and their clients.

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

Identify the advantages of outsourcing some or all your accounting tasks

Recall the technical knowledge you learned from nonprofit industry trained professionals

Recall how to enhance efficiency in accounting and finance

Identify how outsourcing transforms finance teams and enhances internal controls

Recognize strategies to help reduce costs

Who should attend

This session is designed for CFOs, finance directors, controllers, nonprofit executives, and accounting managers exploring outsourced finance services.

Questions?

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

CPE

Recommended CPE: 1 credit, Business Management and OrganizationPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

A CFO's Guide to Effective Cash Flow Management
2025-07-24 14:00 - 15:00
You know your organization is in a cash flow crunch when payables exceed receivables. As cash reserves run low, late payments increase borrowing costs, exacerbating a vicious cycle of delays and fees. But a cash flow crunch is not inevitable nor need it be a rite of passage for a growing organization.

During this webinar, you’ll learn from Genevieve Hancock, CFO @ Germfree, and Ted Weitzel, VP Finance & Operations @ Logik.io, and Eric Greene, Controller @ Aptive how to: • Spot warning signs of misalignment between payables and receivables • Mitigate surprises by employing best practices in cash flow forecasting • Streamline financial operations to improve visibility into and control over cash flow

**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

Navigation transformation: Strategies for internal audit leadership in a changing landscape
2025-07-28 12:00 - 13:00
Webcast overview

As we move through an ever-evolving 2025, internal audit teams are facing a landscape defined by rapid change and technological advancement. Emerging technologies are unlocking new possibilities—while also introducing fresh risks. At the same time, cultivating a culture of innovation remains a challenge, especially amid ongoing recruitment and retention pressures.

Join moderator and KPMG AI for Internal Audit Solution Leader Charles King for a dynamic KnowledgeCast featuring Chief Audit Executives Abim Kolawole of Northwestern Mutual and Matthew Lynch of The Cigna Group. Together, they’ll explore what it takes to lead through transformation, with a spotlight on leveraging technology and building forward-thinking, resilient teams.

Key topics to be covered include:

Key priorities for internal audit leaders in 2025 and beyond

Embracing new technologies in internal audit

Fostering a culture of innovation in internal audits

Building and maintaining an effective team

Stakeholder management in a dynamic environment

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.
