Q3 2025 Quarterly accounting webcast 3
2025-09-16 13:00 - 14:30 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
This webcast will cover key accounting and financial reporting considerations as companies close out Q3 2025.

If you are not able to join our webcast on September 10 or September 16, register for our final session on September 18.

Presenter:Heather Horn, PwC National Office Sustainability and Thought Leader.

Who should attend: Audit committee members, CFOs, controllers, finance directors, and others with a role in accounting and financial reporting.

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the September 10, September 16, and September 18 sessions will be the same, participants are only eligible to receive CPE for attending one session.

10-Q and K Disclosure Prep: SEC Disclosure Trends & Technical Accounting Updates
2025-09-16 14:00 - 15:00
(1 CPE) Get filing-ready with timely insights on SEC disclosure trends and a deep dive on technical accounting topics. This quarter, Erin McCloskey (KPMG) will share what SEC filers need to know now, including recent comment letter themes, evolving regulatory focus areas, and common disclosure pitfalls.

Then, Mike Walworth (GAAP Dynamics) will take a closer look at technical accounting challenges that could impact Q3 and year-end reporting, such as disaggregated disclosure of income statement expenses (DISE) and the impact of tariffs on accounting and reporting processes.

With extensive disclosure examples, real-world examples, and live Q&A, you’ll walk away with practical strategies to improve your disclosures and stay ahead of SEC expectations.

More CPE information →

Pillar Two: Recent developments and compliance insights
2025-09-16 14:00 - 15:00
Stay up to date on the changing Pillar Two environment. As the landscape continues to evolve, it is crucial to understand current developments and the actions that should be considered for compliance activities. Join us to understand the latest developments and gain insights on lessons learned to improve your compliance journey. We’ll discuss:

OECD developments, the G7 agreement, and the Pillar Two rules

Observations on the GloBE Information Return

Compliance timelines, technology, and operating models

AI is Accounting Intelligence: Tech Savvy Tips for Controllers & CFOs
2025-09-16 14:00 - 15:00
Automation and artificial intelligence are changing the way accounting teams handle manual and repetitive work, and much more. In this session, learn from Joy Mbanugo, CFO @ CXapp, and other panelists TBA. We’ll share tips, workarounds, and examples of what we call accounting intelligence (AI) to everyday responsibilities.

The discussion will span the full scope of the accounting functions including accounts payable, accounts receivable, general ledger, financial planning and analysis, period close, compliance, and related areas. Attendees will gain concrete ideas that can be applied immediately to improve efficiency, accuracy, and oversight across their departments.

Don’t miss this rapid fire session of pure Accounting Intelligence (AI).

**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.or

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

RSM’s Digital Tax Enablement Webcast Series
2025-09-16 14:00 - 15:00
Event overview

Learning objectives

Maximize your tax data and streamline K-1 management for partnership efficiency

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

Recognize key year-end considerations in pass-through and state tax planning, including the challenges and manual effort tied to K-1 processing.

Understand how digital solutions, specifically PartnerSight, can streamline K-1 management and enhance overall tax compliance and planning.

Identify best practices for integrating digital tools into tax processes to minimize manual entry, reduce turnaround times and maximize the value of your tax data.

Apply practical strategies to handle high-volume state returns efficiently and proactively manage partnership tax needs by improving K-1 workflows through PartnerSight and other solutions within the AI-powered myRSM Tax ecosystem.

Practical steps for digital enablement: Optimize your tax function today

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

Identify practical, high-impact actions that tax functions and firms can take today to enhance operational efficiency, strengthen data management and improve compliance by leveraging their technology ecosystem.

Understand the critical role that tax technology solutions, such as those found in myRSM Tax, play in enabling effective tax planning, including automation, data analytics and workflow enhancements.

Explore real-world examples of digital enablement, such as automating data aggregation, leveraging cloud-based platforms and integrating collaboration tools within the myRSM Tax suite, to reduce manual effort and accelerate year-end readiness.

Develop strategies for collaborating across tax, finance and IT to adopt and optimize digital solutions within the tax function.

CPE credits

RSM US LLP is pleased to offer 1.0 CPE credits for attending each webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-basedField of study: Taxes | CPE: 1.0 credit for each session (up to two total)

Staying Relevant as a Tax Professional: Leveraging New Technologies
2025-09-17 12:00 - 13:00
In today’s business world, technology is ever-changing, and it can be a challenge to keep up with this fast pace. In this webcast, we will discuss some key takeaways from BDO’s 2025 Tax Strategist Survey, exploring how tax teams are leveraging technology and where businesses are increasing investment. We will also assess where you are in the Tax Process and Technology Continuum and discuss what new technologies may contribute to your success in staying relevant as a tax professional.

1.0 CPE Credit in the field of Taxes.

Learning Objectives

Recognize how corporate tax functions are using and investing in technology, based on data from BDO’s 2025 Tax Strategist Survey.

Describe new technologies you can leverage and discuss developing a business case for incorporating new technologies into your tax process.

Assess where you are in the Tax Process and Technology Continuum.

CPE Information

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Information about CPE Eligibility

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

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

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

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

Driving Hospital Sustainability
2025-09-17 12:00 - 13:00
Event description

Hospitals across the country are under increasing pressure to deliver high-quality care while managing rising costs and operational complexity. This webcast will explore how leading health systems are navigating these challenges and driving sustainable transformation. Our featured guest speaker, Jim Martin, Chief Accounting Officer at Providence Health & Services, will share firsthand insights into how Providence is achieving measurable cost savings while maintaining its mission-driven focus.

The discussion will cover a range of strategic initiatives, including operational efficiency and shared services transformation, and cost reduction. We’ll also explore how Providence is leveraging AI, automation, and advanced financial modeling to support long-term sustainability. Jim will provide real-world examples of how these efforts are being implemented across the organization to streamline operations and improve financial performance.

Attendees will gain a deeper understanding of how to balance mission with operational excellence, optimize labor and resource planning, and apply strategic forecasting to meet future demand. Whether you’re a healthcare executive, finance leader, or operations strategist, this session will offer valuable takeaways to help your organization thrive in a rapidly evolving environment.

Webcast Details

Wednesday, September 17, 202512:00 PM ET – 1:00 PM ET

Recommended CPE credits

1

Learning objectives

Recognize real-world examples of how Providence Health & Services is aligning strategic planning with mission-driven goals to optimize labor and forecast demand.

Identify key strategies hospitals can use to reduce costs and improve operational efficiency without compromising care quality.

Recognize how AI, automation, and financial modeling can support long-term sustainability in healthcare organizations.

Taxes and Tariffs: How Manufacturers Can Finish 2025 Strong
2025-09-17 12:00 - 13:00
The new tax law offers tremendous opportunities for manufacturers to tap into savings and help offset cost increases related to tariffs and more. In this complimentary webinar, CLA’s tax and tariff professionals will summarize the benefits of the bill for manufacturing and key ways to tackle tariffs.

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

Name the top five areas of tax savings for manufacturers

List the key considerations for 2025 year-end tax planning and which provisions will sunset

Review the latest tariff changes and the top five ways manufacturers are successfully tackling them

Who should attend

This session is designed for CFOs, tax directors, corporate controllers, trade compliance managers, supply chain directors, and manufacturing operations leaders who are involved in tax planning, tariff strategy, and financial decision-making within manufacturing organizations.

Questions?

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

CPE

Recommended CPE: 1 credit, TaxesPrerequisites: None Program level: Overview Advance preparation: None Delivery method: Group Internet Based

View CPE sponsorship information

Navigating NIL and Tax Issues in College Athletics
2025-09-17 12:30 - 13:30
Event details

As the college athletics landscape undergoes dramatic transformation, the implications of the House settlement agreement are rippling across campuses nationwide. With colleges and universities stepping into new roles as direct facilitators of name, image, and likeness (NIL) opportunities – and even participating in revenue sharing – higher education institutions are entering unfamiliar and complex tax territory.

Increased IRS scrutiny and evolving compliance expectations now are shaping the responsibilities of finance, athletics, and leadership teams in unprecedented ways. Join Crowe professionals for a timely, in-depth discussion on the tax exposures institutions face, including how direct NIL payments might trigger employment tax liabilities, unrelated business income tax (UBIT) concerns, and expanded reporting obligations.

This one-hour webinar will help institutions understand the interconnected roles of tax departments, athletic programs, and executive leadership in managing risk and maintaining tax-exempt status under increased regulatory attention. Crowe professionals will share insights and strategies for mitigating risk, improving cross-functional collaboration, and preparing for the road ahead.

Topics covered will include:

Employment tax implications of NIL compensation models

UBIT risk scenarios in athletic compensation

What the House settlement requires for institutional reporting

Proactive steps colleges can take to stay compliant in a shifting environment

Whether you’re in tax, finance, compliance, or athletics, this session will help you better assess your institution’s exposure and identify paths toward compliance clarity.

After attending this session, you should be able to:

Identify key tax risks – including private benefit and UBIT implications – related to NIL compensation for student-athletes

Evaluate employment tax and reporting obligations triggered by direct NIL payments and revenue-sharing structures

Develop cross-functional compliance strategies that align athletics, tax, and executive teams to respond to IRS scrutiny and legal developments

Continuing professional education

Prerequisites: None

Program level: Overview

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Taxes

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

Bid Protest Update: Key Developments and Best Practices
2025-09-17 13:00 - 14:00
This webcast will provide an overview of recent developments and trends in bid protest litigation, focusing on best practices for government contractors. The presenters will provide perspectives on key new cases and policy developments related to bid protests before the Government Accountability Office and the U.S. Court of Federal Claims, including disputes involving cost evaluation issues. They will also address ways in which cost consultants can be effectively used to support protest arguments.

1.0 CPE Credit in the field of Specialized Knowledge.

1.0 CLE Credit (pending in CA, CO, TX, and NY) issued by Vinson & Elkins.

Learning Objectives

Review key recent developments in bid protest litigation.

Discuss best practices to anticipate bid protests and to effectively handle agency debriefings.

Identify effective strategies government contractors can use use consultants in bid protests.

CPE Information

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Information about CPE Eligibility

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

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

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

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

Tax Savings Opportunities and Compliance Tips for Texans
2025-09-17 13:00 - 14:00
Texas taxpayers face important legislative updates that could affect your tax considerations as a business in the state. Planning can help you and your business stay compliant and seek tax saving opportunities.

Join us for our webcast, Tax Savings Opportunities and Compliance Tips for Texans, for insight on how to navigate new legislation and learn more about potential opportunities. We’ll cover:

Strategies to navigate these changes and identify potential opportunities

Key legislative and regulatory changes affecting Texas taxpayers

Updates to the Texas Enterprise Zone program

Changes to data processing

Smarter legal spend: how to reimagine management of panel, talent and AI
2025-09-17 13:00 - 14:00
Join our panel for an interactive discussion on how leading organizations are transforming outside counsel management and redefining legal spend efficiency as agentic AI joins the team.

Corporate demand for legal services is increasing, yet legal leadership often must manage greater global complexity, drive innovation and demonstrate increased value on a flat or lower budget. Join leaders from Altria Group, Inc., Wells Fargo & Company, Ernst & Young LLP and Onit, Inc. for an interactive discussion on how leading organizations are transforming outside counsel management and redefining legal spend efficiency as agentic AI joins the team.

This session will highlight new findings from the 2025 EY Law General Counsel Study, explore how AI is reshaping legal operations strategy and offer frameworks to help better align spend, talent and technology for smarter and more efficient outcomes. The following topics will be covered:

Leading practices in spend management

Sourcing the right talent globally today

Procurement of the right fee arrangements

The AI agent and human talent mix

Alignment of metrics and outcome

Bonus features:

Real-time benchmarking through live audience polling

A preview of Onit AI tools that are changing the legal tech landscape

Actionable takeaways to guide Q4 planning and resourcing decisions

Panelists

Ashley Woodill, Associate General Counsel and Managing Director, Wells Fargo & Company

Joy Thorpe, Director, Legal Operations, Altria Group, Inc.

Matt DenOuden, Senior Vice President, GTM and Legal Transformation, Onit, Inc.

Moderator

Kristi Gedid, Principal, EY Law*, Ernst & Young LLP; EY Global and Americas Life Sciences Sector Leader

*EY member firms do not practice law where not permitted by local law or regulation. Ernst & Young LLP (US) does not practice law or offer legal advice.

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

2025 Healthcare Summit
2025-09-17 13:00 - 14:00
Healthcare leaders are no stranger to adversity, and ensuring your organization is primed to withstand top industry challenges is critical. Join our industry experts for 4 sessions on reimbursement, revenue cycle, succession planning, and the state of the industry.

Join us for a practical, future-focused event built for acute care leaders. In just 4 sessions — covering Medicare updates, revenue cycle tips, succession planning, and industry trends — you’ll get real-world strategies to improve performance and spark new ideas. We’ll explore smarter approaches, rethink outdated methods, and share takeaways you can put to work right away.

Grow your leadership skills and lead the change — no travel required.

Agenda

Session One | Wednesday, September 10 | Policy in practice: Adapting to healthcare reimbursement shifts

Session Two | Wednesday, September 17 | Revenue cycle in focus: Exploring what works in today’s healthcare environment

Session Three | Wednesday, September 24 | Sustaining leadership: Succession strategies for every level of acute care

Session Four | Wednesday, October 1 | Recalibrating healthcare: Strategic leadership in a shifting landscape

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

Quarterly Legislative Update
2025-09-17 13:00 - 14:00
Event Overview

Staying up to date on areas affecting your situation can allow you to better plan for changes that may be coming. Join us for our quarterly update covering recent developments in proposed and enacted tax legislation

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.

Quarterly accounting roundup: Q3 2025 update on important developments
2025-09-17 13:00 - 14:30
Do you know what issues the standard-setters, regulators, and stakeholders have been focused on lately? We’ve been monitoring their projects and hot topics. We’ll discuss:

Accounting, standard-setting, and reporting developments for the quarter

Recent positions from regulators and standard-setters on accounting and reporting matters

Other hot topics

4CPE - Crowe Insights Multiplier
2025-09-17 13:00 - 18:00
Event details

Become a knowledge multiplier in your organization. Join us for our fourth annual Crowe Insights Multiplier, an exclusive event for executives and other business leaders across industries. Meet with your peers to explore key economic, technology, and regulatory developments.

Make valuable new contacts as you earn CPE credit either in person or virtually. Select one of the attendance experiences that works best for you for this year’s event.

Why attend?

Become a knowledge multiplier: Gain the latest insights on AI, legislative and regulatory updates, and cybersecurity.

Get a read on market trends: Hear an exclusive update from Grace Schatz, economist at ITR Economics (now part of Crowe).

Enjoy complimentary post-event access: Your free registration includes access to event recordings and additional valuable resources.

What to expect

Exclusive insights: Learn from Crowe specialists and business thought leaders about how to navigate disruption, drive innovation, and keep your business prepared.

Networking opportunities: Connect with peers and make valuable new contacts.

Continuing professional education: Earn up to four CPE credits while enhancing your knowledge.

Learning objectives

Evaluate critical regulatory, tax, and financial developments to inform strategic business decisions

Interpret economic indicators and policy shifts to optimize market timing and investment strategies

Formulate AI-driven strategies by aligning emerging technologies with governance, security, and market needs

Diagnose cybersecurity vulnerabilities and apply mitigation strategies aligned to business impact

Additional CPE information

Is Your Organization NMTC Ready? Strategies for Funding Preparation
2025-09-17 14:00 - 15:00
Our New Markets Tax Credit (NMTC) team, along with Community Development Entity (CDE), Midwest Renewable Capital, will provide an overview of the NMTC Program and process and how the program benefits organizations and their communities. We’ll discuss strategies on how your organization can prepare for NMTC funding, including overall project readiness, specific criteria CDEs consider when evaluating projects, and what happens when your project is selected for funding. We’ll also share insight into common mistakes that organizations make and best practices on how you can position your projects for success when receiving NMTC funding.

Learning Objectives

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

Describe how NMTC Program funding benefits organizations and their local communities.

Explain how CDEs evaluate projects and make investment decisions.

Prepare your organization for the NMTC Program from starting the process to project selection by a CDE, and through to receiving NMTC funding.

CPE Information

1.00 CPE Credit (pending approval)

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

Ready or not: Get ahead of third-party AI risk in your organization
2025-09-17 14:00 - 15:00
Description:

Most AI in your organization isn’t built in-house; it’s purchased, integrated, or quietly adopted by business teams. That’s where much of today’s risk lives. In this session, we’ll break down what third-party AI risk actually means and how to manage it across the full lifecycle, from intake to decommissioning. Using real-world examples and industry research, we’ll explore scenarios like shadow AI, vendor-hosted SaaS, open-source models, and API-based services. We’ll look at common failure modes like data leakage, model drift, weak logging, and supply chain gaps and explain why traditional third-party risk management (TPRM) often falls short in this environment.

You’ll learn how to apply OWASP guidance (LLM Top 10 and AI/ML supply chain risks) as practical review checklists, and how to align your controls to familiar frameworks like ISO/IEC 42001, COBIT, and the NIST AI RMF. Finally, we’ll discuss emerging regulatory themes including shared accountability across the AI value chain, documentation requirements, and procurement guardrails, so you can strengthen due diligence and ensure your audits are third-party AI ready.

Learning Objectives:

Participants will walk away able to:

Identify key scenarios where and third-party AI enters their organization through shadow tools, vendor SaaS, open-source models, or APIs, and the unique risks each presents.

Discuss why traditional TPRM struggles in the AI era and what needs to change to stay ahead.

Implement a practical AI lifecycle, including intake → risk tiering → due diligence → contracting → onboarding → monitoring/change control → decommissioning.

Incorporate compliance into contracts and monitoring using current guidance on transparency, accountability, and third-party assurance.

CPE Credit(s): 1

Field of Study: Information Technology

Instructional Delivery Method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced Preparation: None

*Click here for more CPE Information.

AuditBoard Webinar Series: Tune into the AuditBoard Webinar Series to hear from industry experts who will discuss the latest trends in audit, risk, and compliance, and to gain actionable insights to help elevate your organization’s performance. Register Now to earn free CPE credits!

Top 10 Cybersecurity Questions for Health Care Organizations
2025-09-17 14:00 - 15:00
Cybersecurity is no longer just an IT concern — it’s a strategic imperative for health care leadership.

Participants will learn to recognize the top cybersecurity questions every health care organization should be able to answer, assess their current cybersecurity maturity, and understand the value of proactive security measures.

Whether you’re guiding strategic decisions or managing technical infrastructure, this complimentary webinar will equip you with the insights needed to lead confidently and securely.

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

Recognize the top questions a health care organization should be able to answer with respect to cybersecurity

Identify the current state of cybersecurity maturity at an organization

Recall the importance of proactive cybersecurity endeavors

Who should attend

This session is designed for CEOs, CFOs, CIOs, COOs, and IT professionals at heath care organizations.

Questions?

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

CPE

Recommended CPE: 1 credit, Information TechnologyPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet BasedView CPE sponsorship information

ADP Accountant Connect AI Forum
2025-09-17 14:00 - 16:00
ADP Accountant Connect AI Forum

CPE Credit: 2 hours for CPAs

Session 1:Human-First, AI-Smart: How to Future-Proof Your Firm

2:00 – 2:50 PM ET

The most innovative firms aren’t just using AI to save time. They’re using it to elevate their people, rethink how they measure success, and transform their entire approach to talent, advisory, and client service.

In this session, we’ll explore what it truly means to lead with an AI-first mindset—not as a tech trend, but as a strategic people investment. You’ll walk away with a framework for using AI to make smarter decisions, upskill your team, and shift your firm’s value proposition from compliance to deep client connection.

Learning Objectives:

Why AI-First? What It Means and Why It Matters Now: Learn how an AI-first lens changes workflows, team dynamics, and advisory impact.

Understanding AIQ: Raising Your Firm’s AI Intelligence: AIQ = your firm’s collective intelligence around how to use, question, and apply AI meaningfully. You’ll learn how to build AIQ across roles, from admin to leadership.

Data Foundation: Learn where to start with data—especially the human kind. We’ll explore how AI can analyze calls, notes, and conversations to help your team become better communicators and problem-solvers.

Talent and Upskilling: Learn how firms are using AI to train the next generation—with real-time feedback, behavioral metrics, and skill-building frameworks that go far beyond CPE.

Session 2:Roundtable Discussion: AI and the Future of the Profession

3:00 – 3:50 PM ET

Artificial Intelligence is reshaping accounting, but the biggest opportunities aren’t in abstract theory—they’re in practical, day-to-day applications. In this interactive roundtable, industry leaders and AI adopters will share how accountants can leverage AI to save time, improve client service, and grow revenue. From client letters and meeting note analysis to peak-season scheduling and staff training, attendees will hear concrete examples and lessons learned from both the practitioner and technology perspectives. This session will also explore how to evaluate where AI is (and isn’t) the right tool for the job, helping firms adopt AI with confidence and purpose.

Learning Objectives:

After attending this session, participants will be able to:

Identify practical AI use cases in accounting, including client communications, meeting summarization, and workflow automation

Evaluate how AI can improve efficiency and profitability during peak workload periods such as tax season

Apply AI tools to optimize resource scheduling, develop standard operating procedures, and onboard new staff

Assess the role of AI in enhancing advisory services while maintaining data security and accuracy

Formulate strategies to determine when AI is appropriate for a business problem and when traditional methods may be more effective

Level:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Personal DevelopmentProgram Prerequisites:NoneAdvance Preparation:None

Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).

Tax Obligations of U.S. Individuals Living and Working Abroad
2025-09-17 14:00 - 16:00
IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.

This webinar will cover the following:

Specify the U.S. income tax obligations of U.S. citizens and residents abroad.

List the requirements for claiming the foreign earned income exclusion.

Summarize the U.S. employment tax obligations of U.S. citizens and residents abroad.

Plus, a live Q & A.

Offered with closed captioning. Closed Captioning displays the words that descrbe the audio portion of the program for viewers who are deaf or hard of hearing. Captions are available in English only.

All participants who qualify will receive a Certificate of Completion.Tax Professionals – Earn up to 2 CE Credits. Category: Federal Tax

IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.Registration: To register for this event, visit the Internal Revenue Service webinar registration website. Questions? Email us at: cl.sl.web.conference.team@irs.gov.

Q3 2025 Quarterly Outlook
2025-09-17 14:30 - 16:00
Webcast overview

In this webcast, KPMG professionals discuss major developments that may affect a company’s accounting and financial reporting in the current period and near term.

Applicability

All companies

Event contents

SEC headlines

Sustainability reporting update

FASB developments

*CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and responding to live check-ins. Since the content for the Sept 16 and 17 sessions will be the same, participants are only eligible to receive CPE for attending one session.

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.

Sales Analytics With Solver xFP&A & Power BI
2025-09-18 10:00 - 11:00
Sales and finance leaders are under increasing pressure to deliver insights that can help drive revenue and improve forecasting accuracy. This webinar will show how Solver’s extended financial planning and analysis (xFP&A) platform, combined with the powerful visualization capabilities of Microsoft Power BI, can transform siloed sales data into a unified, forward-looking analytics engine.

During the live demonstration, explore how to build interactive dashboards, automate reporting workflows, and surface high-impact insights that can align sales execution with financial goals. Whether you’re tracking pipeline health, analyzing customer trends, or supporting strategic planning, this session will equip you with the tools to translate data into aligned, actionable strategies across teams.

Learning Objectives

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

Explain the core capabilities of Solver xFP&A and its integration with Microsoft Power BI.

Identify key components of effective sales analytics dashboards.

Recognize opportunities to streamline reporting and forecasting processes.

Describe strategies for aligning sales and financial data to support business planning.

CPE Information

1.00 CPE Credit (pending approval)

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

The evolving landscape of SOX: Survey results and the agentic shift
2025-09-18 11:00 - 12:30
Webcast overview

In the latest installment of the Future of SOX webcast series, we will explore the evolving landscape of SOX compliance. Sue King, US SOX Offering Leader, will discuss the key findings from our latest SOX survey. Additionally, Charles King, the KPMG US AI in Internal Audit Leader, will delve into the themes from our recently published whitepaper, “Seize the future: The agentic shift in SOX compliance.”

Specific topics of discussion include:

Understanding the key findings and trends from our latest SOX survey, including comparisons to our 2022 survey results

Learning about the “agentic shift” in SOX compliance and how AI is transforming internal audit practices

Discovering the latest trends and best practices in SOX compliance, enabling organizations to stay ahead of the curve

Gaining practical insights into implementing AI-driven solutions for SOX compliance, enhancing efficiency and effectiveness.

Continuing education

There will be 1.5 continuing professional education (CPE) credits available to US participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately 1.5 hours.

After registering for this event, you will receive webcast log‑in instructions.

CPE credit is not available for viewing webcast replay.

Automate tax determination and accounting with digital procurement
2025-09-18 12:00 - 13:00
Key takeaways

Join us for an engaging session on how digital procurement and tax automation can transform your organization. We’ll explore the benefits of digital procurement solutions, available technologies, integration with tax engines, and key considerations for your digital transformation. This session will help drive efficiency and strengthen your organization’s approach to compliance management. We’ll discuss:

Benefits of implementing digital procurement solutions

Evaluating the value of digital procurement and tax engines

Integrating digital procurement with tax solutions

Next steps for successful implementation

10-Q and K Disclosure Prep: SEC Disclosure Trends & Technical Accounting Updates
2025-09-18 12:00 - 13:00
About this Event:

Get filing-ready with timely insights on SEC disclosure trends and a deep dive on technical accounting topics. In this replay of the September 16 webinar, Erin McCloskey (KPMG) will share what SEC filers need to know now, including recent comment letter themes, evolving regulatory focus areas, and common disclosure pitfalls.

Then, Mike Walworth (GAAP Dynamics) will take a closer look at technical accounting challenges that could impact Q3 and year-end reporting, such as disaggregated disclosure of income statement expenses (DISE) and the impact of tariffs on accounting and reporting processes.

With extensive disclosure examples and real-world examples, you’ll walk away with practical strategies to improve your disclosures and stay ahead of SEC expectations.

This webinar is eligible for 1 CPE credit.

What you need to know for Q3 2025 financial reporting (Offering - 1 of 2)
2025-09-18 13:00 - 14:00
Please join our partners and managing directors from the EY National Professional Practice Group for a webcast about current accounting and financial reporting developments.

Why should you attend?

Staying up-to-date with current accounting and regulatory developments is critical to positioning your company for success. Each quarter, thousands of professionals gain essential insights by participating in the EY financial reporting update webcast.

Are you interested in continuing professional education (CPE)?

Participants are eligible for up to 1.2 CPE credits. An alternate viewing of the webcast with live polling will be offered on 23 September 2025 from 1:00 p.m. to 2:00 p.m. Eastern time. Please note that participants can earn CPE for only one offering of the webcast.

Slides will be available before the start of the webcast, so tune in early if you would like to download them beforehand.

Workforce Productivity: Leveraging Data to Enhance Financial Acumen
2025-09-18 13:00 - 14:00
Talent optimization—building exceptional teams and equipping them to succeed inexecuting mission-aligned business and care delivery models—is a core capability necessary for healthcare organizations to grow and thrive. However, according to the Mindsets 2025 Healthcare Executive Leadership Report, less than half of executives feel confident workforce productivity contributes to their organization’s financial success.Labor productivity is an ongoing challenge for organizations seeking to improve performance. Enhancing financial acumen for front-line managers is key to success in building a productivity culture and delivering positive results for the bottom line. Join this webinar to learn about strategies and tools designed to support productivity improvements aligned with organizational goals and patient and community needs.

Learning Objectives:

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

Create data transparency to empower and build financial acumen among front-line leaders, helping enhance productivity culture and supporting effective localized decision making across the organization

Recognize the value of digitized workforce tools to help assess productivity goals and sustain financial performance

Discuss leveraging data to develop and implement productivity performance improvement plans

Navigating business globally: Cross-border cash repatriation and tax planning
2025-09-18 13:00 - 14:00
Event overview

Multinational companies often face challenges moving cash from foreign subsidiaries to where it’s needed most. In this webinar, RSM’s international tax leaders from the U.S., the UK, Germany and China will share practical guidance on managing cross-border intercompany positions, repatriating cash through dividends or loans, and navigating complex transfer pricing and regulatory considerations. You’ll gain insight into common pitfalls, country-specific restrictions and real-world examples to help inform your strategy.

Presenters

Amy Valentine | RSM US LLPNadja Litsch | RSM Ebner StolzScurve Yu | RSM ChinaVinod Keshav | RSM UK

Learning objectives

Upon completion of this webcast, attendees will be able to:

Identify key tax considerations and challenges when repatriating cash from foreign subsidiaries.

Compare the use of intercompany loans, transfer pricing strategies and dividends as methods for cross-border cash movement.

Evaluate country-specific restrictions and compliance requirements related to cash repatriation in jurisdictions such as the UK, Germany and China.

CPE credits

CPE credit availableRSM US LLP is pleased to offer 1.0 CPE credit for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Advance preparation: NoneProgram level: BasicPrerequisites: NoneDelivery method: Group internet-basedField of study: TaxesCPE: 1.0 credit per webcastrector | RSM US LLP

The dirty dozen tax scams: What you should know to protect your clients
2025-09-18 13:00 - 14:00
The dirty dozen tax scams: What you should know to protect your clients

CPE Credit: 1 hour for CPAs

Compiled annually, the “Dirty Dozen” lists a variety of common frauds that taxpayers may encounter. Explore the Dirty Dozen tax scams with Susan Harper, Certified Fraud Examiner, and former Internal Revenue Agent of 34 years.

With 20 years of instructing CPE courses, Susan will deliver an entertaining and informative discussion to address what these frauds involve. Do not let your clients fall prey to these scammers. Lastly, throughout the presentation, she will share interesting case stories and the consequences of committing such fraud.

Upon successful completion of this course, you should be able to:

Recognize the Dirty Dozen Tax Scams

Educate clients to avoid falling prey to scammers

Understand the consequences of participating in a tax scam

Learn how to report fraud to the IRS

Learn how to report identity theft to the IRS

Level:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:TaxesProgram Prerequisites:NoneAdvance Preparation:None

Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).
