Free Live CPE Calendar

Upskilling Accounting and Finance Teams for AI and Automation
2026-03-10 14:00 - 15:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
As AI and automation transform accounting workflows, the biggest challenge isn’t technology — it’s talent. With fewer CPAs entering the workforce and new digital skill sets becoming essential, CFOs and Controllers and must rethink how they train, support, and grow their accounting teams. Join this expert panel (To Be Announced) to discuss real-world strategies for upskilling staff, closing the talent gap, and preparing accountants to thrive alongside emerging technologies. Hear insights influenced by workforce trends and discover how forward-looking firms and finance leaders are building stronger, more resilient teams while balancing automation with human expertise. Moderated by Controllers Council Exec. Dir. Neil Brown.

Key Takeaways: – How AI is changing accounting skill requirements – The impact of the CPA and accounting talent shortage – Practical strategies to upskill and retain finance teams – Balancing automation with human expertise and judgment

**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

Future-Ready Commerce: Headless & Omnichannel Strategies
2026-03-10 14:00 - 15:00
Retail is evolving at a game-changing pace. Join us for an in-depth discussion on how headless commerce architecture and omnichannel inventory strategies can help you stay ahead in a landscape shaped by AI, digital transformation, and shifting consumer expectations. Explore how to deliver seamless customer experiences, help optimize inventory across channels, and future-proof your e-commerce platform while focusing on innovation and resilience.

Learning Objectives

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

Discuss how emerging technologies are shaping retail strategies.

Explain the fundamentals of headless commerce and its role in enabling agile, omnichannel experiences.

Identify best practices for managing inventory across multiple channels to help improve operational efficiency.

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.

International tax talk quarterly series with the EY Global Tax Desk Network - March 2026
2026-03-10 13:00 - 14:00
Public country-by-country reporting (Public CbCR) has moved from policy discussion to practical reality, marking a significant shift in global tax transparency expectations. The first wave of the EU Public CbCR regime now applies to calendar-year multinational groups, requiring publication of 2025 financial data in 2026. At the same time, Australia’s Public CbCR rules are also in force, applying to periods beginning July 1, 2024, with the inaugural public reports due by June 2026. With both regimes active, multinational enterprises are already navigating new disclosure obligations, evolving stakeholder expectations and emerging insights about how public reporting is interpreted across markets.

Building on this context, the webcast will take a deeper look at how the EU and Australia are applying the Public CbCR rules in practice and what this means for multinational groups preparing their first public disclosures. The session will highlight the key implementation issues already coming to light as organizations work through the operational and interpretive challenges of the new requirements, including the practicalities of collecting, verifying and presenting the mandated information. We will also discuss early lessons from preparatory efforts, outline important considerations when assessing potential exemption pathways, and examine how companies are interpreting varying regulatory language across jurisdictions in real-world scenarios. The discussion is designed to provide participants with clear insights and actionable guidance as the global transparency landscape shifts.

Panelists

Jose Bustos, Partner, BEPS Desk Leader | New York, International Tax and Transaction Services, Ernst & Young LLP (US)

Thomas Ickeringill, Partner | Australia, Tax Controversy, Ernst & Young (Australia)

Sam Lavender, Partner | Australia, Transfer Pricing Services, Ernst & Young (Australia)

Roberto Gutierrez, BEPS Desk | New York, International Tax and Transaction Services, Ernst & Young LLP (US)

Macarena Tello, BEPS Desk | New York, International Tax and Transaction Services, Ernst & Young LLP (US)

Moderator

Naomi Ross, Principal, Australian Tax Desk Leader | New York, 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.

Life Sciences Virtual IPO Bootcamp
2026-03-10 12:00 - 14:00
Webcast overview

We invite you to an exclusive virtual bootcamp designed to equip you with the essential knowledge and strategies for a successful transition to the public markets.

The 2026 Life Sciences Virtual IPO Bootcamp, presented by KPMG, J.P. Morgan, and Nasdaq, offers wide-ranging insights into every stage of the IPO journey. From critical IPO readiness considerations—including tax, SEC reporting, and financial statements—to establishing robust internal controls and investor relations, this bootcamp covers the vital operational and regulatory challenges faced by pre-IPO life science companies. You’ll gain a deeper understanding of current IPO market trends, specific Nasdaq listing requirements, and how to effectively execute your IPO to help ensure sustained success as a public entity.

Don’t miss this opportunity to gain invaluable perspectives from leading specialists.

Continuing education

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

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

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code KSNQ5BLY2FL.

ERP Readiness | What Should You Consider Before You Start an Implementation?
2026-03-10 12:00 - 13:00
Event Overview

ERP systems can transform your business—if you’re ready. This webinar highlights the critical steps organizations must take before kicking off an ERP project. We’ll walk through segment and dimension design, continuous close readiness, accounting and operational alignment, the importance of governance and change management, and considering the alignment with your internal AI strategy. Perfect for finance, operations, and leadership teams considering technology transformation.

Learning Objectives

Identify the critical steps organizations must take before kicking off an ERP project.

Recognize how to align accounting and operational processes to support effective ERP design, reporting, and execution.

Discover the role of governance and change management in ERP implementations and assess how ERP planning should align with an organization’s internal AI strategy.

Prerequisites

None

Who Should Attend

CPAs, accounting/finance, and operations professionals and leaders considering technology transformation.

Advanced Preparation

None

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

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State & local tax issues impacting the financial services industry
2026-03-05 13:00 - 14:00
Ongoing federal, state and local legislative developments continue to reshape the regulatory landscape for the real estate and wealth & asset management industries. This webcast will address tax approaches organizations may wish to consider in light of these developments and will highlight the importance of advance planning and assessing the potential impact on your organization.

The following topics will be discussed:

Asset management fees – sourcing and nexus implications

Gross receipts taxes

Notices and controversy – an area of increasing risk

State considerations for sales of partnership interests

State legislative updates including budget proposals and recent P.L. 86-272 developments

Filing season reminders for tax year 2025

Panelists

Salha Aboushi, Managing Director, State & Local Tax, Ernst & Young LLP

Joe Betesh, Senior Manager, State & Local Tax, Ernst & Young LLP

Nic Van Horn, Partner, State & Local Tax, Ernst & Young LLP

Moderator

Amy McLocklin, Partner, State & Local Tax, 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.

Driving SOX Efficiency for 2026: Practical Approaches for Finance and Internal Audit Leaders
2026-03-05 13:00 - 14:00
Description

Join us for a practical, insight-driven session focused on improving the efficiency of your SOX program without compromising compliance. This webinar will explore proven methods to streamline scoping, strengthen control design, and enhance documentation practices to support more cost-effective execution. Attendees will gain actionable guidance on building disciplined, sustainable SOX programs aligned with current regulatory requirements and audit quality expectations.

Learning Objectives:

Understand the factors contributing to rising SOX compliance costs

Identify ways to enhance operational efficiency in core SOX activities

Learn how to evaluate and refine your own SOX program

Who should attend:

This program is designed for SOX leaders, finance and accounting professionals, internal audit teams, and compliance stakeholders looking to reduce effort, cost, and complexity while maintaining confidence in their SOX approach.

CPE Accreditation:

Delivery Method | Group Internet BasedRecommended CPE credit | Up to one hour of CPE, pending approvalRecommended Field(s) of Study | Client ServiceCPE Capability | Specialized KnowledgePrerequisites | NoneProgram Level | BasicAdvanced Preparation | None

Finance Reimagined: AI, Automation, and the Global Business Landscape
2026-03-05 13:00 - 14:00
The corporate finance landscape is evolving faster than ever. From the dynamic market landscape, leading to shifts in spending and escalating costs, to the rise of artificial intelligence (AI) and automation, finance leaders must adapt to a new era of global complexity.

Join us on March 5 at 1:00 P.M. ET for a deep dive into the tools and trends reshaping finance and accounting today. Learn how finance leaders can harness technology and AI-powered platforms to streamline processes, strengthen governance, and drive cross-functional alignment. Gain insights into practical applications of AI, multi-entity reporting strategies, and governance, risk, and compliance (GRC) considerations that help organizations of all sizes make smarter, data-driven decisions.

After this webinar, you will be able to:

Explain how the shifting market landscape, dynamic economy, and the rise of technology and AI are impacting global businesses

Discover how forward-looking finance leaders are leveraging technology and AI to address modern challenges and improve efficiency

Recognize how scaleable, data-driven insights can unlock new levels of performance, trust, and transparency

This webinar is eligible for 1 CPE credit.

Construction audit fundamentals: Navigating today’s challenges
2026-03-05 13:00 - 14:00
Construction represents one of the highest areas of financial exposure for organizations—whether building new facilities, expanding operations or undertaking major renovations. With project costs often representing millions of dollars and involving complex contracts, multiple vendors and long timelines, organizations need structured oversight to ensure fiscal integrity and project performance. Common risks in construction projects include cost overruns and schedule delays caused by contractor performance, unforeseen conditions or supply chain disruptions and exposure to unallowable costs through inadequate contract controls and advantageous billing practices.

A construction audit ensures capital projects are managed efficiently and transparently by verifying costs align with contracts and budgets, detecting overbillings, duplicate charges and unallowable costs. It confirms contractor compliance, reduces risks such as fraud and delays and evaluates project governance. Ultimately, construction audits promote accountability and provide valuable insights for future projects.

This webinar provides an accessible yet comprehensive introduction to construction audit fundamentals, equipping participants with practical concepts, tools and insights to help them identify and mitigate construction risks effectively.

Learning objectives

Recognize key risks and common audit findings

Discover why construction audits are an essential tool for projects of all sizes

Identify the fundamental elements of construction contracts and applicable audit procedures

Information about CPE eligibility

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.

Level: Basic   CPE credit: One (1) hour total credit   Field of study: Specialized KnowledgeCPE host: Griffin Weinkam

A certificate of completion will be emailed to you four to six weeks following the event.

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.

Baker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.

Navigating emerging standards: Key US GAAP & SEC updates
2026-03-05 11:30 - 12:30
The Details

Finance and accounting teams face increasing pressure to stay ahead of evolving U.S. GAAP and SEC standards and their impact on reporting cycles. With significant updates affecting FY 2025 and 2026 –including newly issued standards and those available for early adoption – now is the time to make sure your organization is prepared.

This session will break down the most recent U.S. GAAP and SEC updates, explore their impact on financial statement preparation and disclosures, and highlight the standards companies should be preparing for now. Our presenters will share real world considerations, transition planning insights, and key areas regulators are focusing on.

Key takeaways:

Identify key U.S. GAAP and SEC updates affecting FY 2025–2026 reporting.

Understand how emerging standards impact current reporting and future disclosure requirements.

Prepare for upcoming accounting changes, including impacts to policies, controls, and the close process.

Evaluate forward looking developments relevant to companies approaching public company readiness.

Live webinar participants are anticipated to qualify for 1 CPE credit in the Accounting field of study. See additional details below.

Build the Firm You Want: How to Attract the Right Clients with Strategic Marketing
2026-03-04 14:00 - 15:00
Many accounting firms aren’t struggling to find work; they’re struggling to find the right work. This webinar explores how intentional branding, positioning, and marketing can help firms move away from the “we do everything” trap and towards a more focused, profitable client base. Our speakers will discuss how modern buyers evaluate firms online and how clarity in messaging drives better-fit leads while discouraging misaligned prospects. Attendees will leave with insights into how marketing supports long-term firm growth, plus actionable strategies they can start implementing immediately to attract the clients they actually want to serve.

Identify the key elements of intentional branding and positioning that help accounting firms attract better-fit clients.

Recognize how modern buyers evaluate accounting firms online and the role marketing plays in first impressions.

Recall how clear and focused marketing messaging supports long-term firm growth and improved client alignment.

The future of audit teams: Business needs in 2026
2026-03-04 14:00 - 15:00
Description:

This session is a live, interactive panel discussion moderated by KPMG with executives from Verizon, Boeing, and GE. While the agenda outlines the core topics, the specific flow and emphasis may deviate slightly based on real-time dialogue and audience interaction.

Program agenda:

Opening and context: Evolution of audit requirements by company size and risk profile

Audit structures: Deep dive into staff ratios, hierarchy, and models at Boeing, Verizon, and GE

Talent strategy: Recruitment, upskilling, and succession planning for a data-centric workforce

Business needs: Aligning audit outputs with strategic enterprise transformation

Connected risk: Enhancing internal alignment and communication with stakeholders

Learning objectives:

Analyze emerging audit organizational models, comparing skill-based and integrated team structures, as well as their impact on scalability.

Identify critical workforce skills required for the 2026 audit landscape, specifically distinguishing between immediate AI demands and long-term talent sustainability.

Evaluate strategies for transforming the audit function from backward-looking reporting to forward-looking, risk-informed decision-making.

CPE credit(s): 1

Field of study: Auditing

Instructional delivery method: Group Internet Based

Level: Intermediate

Prerequisite: Minimum of 2 years of experience in audit or related fields

Advanced preparation: None

*Click here for more CPE information.

Optimize Your High-Volume Practice with Intuit ProConnect Tax
2026-03-04 13:00 - 14:00
Description

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

Identify the benefits of using ProConnect Tax

Identify time-saving features built directly into the software

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

Understand how to import QuickBooks data into a tax return

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

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

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

Determine how to sign up for ProConnect Tax

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

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

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

NetSuite 2026.1 Updates: What's New, What's Next
2026-03-04 13:00 - 14:00
The 2026.1 NetSuite release is packed with enhancements designed to streamline operations, strengthen financial visibility and accelerate decision-making. Join us for NetSuite 2026.1 Updates: What’s New, What’s Next, as we highlight the most impactful updates so your team can take full advantage of new capabilities the moment they go live.

2026 Nonprofit Summit
2026-03-04 13:00 - 14:00
The 2026 Nonprofit Summit returns with four virtual sessions designed to help leaders make sense of what’s shifting across the sector and what deserves attention now. Each week, our specialists offer analysis and practical direction you can apply immediately. From the current state of the industry and process improvement, to accounting and tax updates, you’ll learn how to respond to changes proactively and get answers to your questions along the way.

The nonprofit sector is under enormous pressure, driven by funding cuts and shifts, policy changes, and increasing community needs. This session will explore the current state of the industry, highlight emerging trends, and uncover the challenges and opportunities that organizations face today. Participants will gain practical strategies to evaluate potential cost savings in key budget categories, including employee benefits and real estate. In addition, participants will learn about strategies for structuring employee compensation and benefits to increase their ability to attract and retain talent.

Learning objectives:

Identify key trends and challenges impacting nonprofit organizations, including funding and regulatory changes.

Develop actionable strategies to maximize the organization’s focus on mission while accessing potential cost savings in key budget categories.

Identify opportunities to align compensation and real estate strategies with the organization’s mission.

Anticipated CPE: 1 credit, Specialized Knowledge

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.

Update on Revised ESRS and EU Regulatory Developments
2026-03-03 14:00 - 15:00
In this webcast, PwC sustainability specialists will explore key European Sustainability Reporting Standards (ESRS) updates, European Union (EU) Omnibus developments, and practical considerations for US companies preparing for evolving EU sustainability reporting requirements.

Presenters:Heather Horn, PwC US National Office – Sustainability and Thought LeaderOlivier Scherer, PwC France Partner – Sustainability Reporting Technical Leader – Global Assurance; Member of the Sustainability Reporting Technical Expert Group – EFRAGDiana Stoltzfus, PwC US National Office – Thought Leadership PartnerLuca Bonaccorsi, PwC Italy Partner – Sustainability Services; Member of the Sustainability Reporting Technical Expert Group – EFRAGMelanie Glover, PwC US Partner – Sustainability Reporting & Assurance

Who should attend: Sustainability leaders, Controllers, and other finance professionals with sustainability regulatory reporting responsibilities.

CPE Credit: This webcast is eligible for 1.0 CPE credit in the field of Accounting.

Building the ROI Case for AP Automation
2026-03-03 14:00 - 15:00
Finance leaders are prioritizing operational efficiency and digital transformation in 2026, yet over a third hesitate to automate AP processes due to limited understanding. Join the webinar to learn how AP automation can streamline your finance operations. AvidXchange experts will cover automation benefits, the purchase-to-pay process, and provide a step-by-step framework to evaluate if automation is right for your organization.

**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

Redefining financial crime detection and prevention
2026-03-03 13:00 - 14:00
Due to a recent increase in financial crime, the financial services industry is now navigating an era of unprecedented regulatory change, rapidly evolving criminal tactics and heightened global scrutiny. As we continue to adopt and use more advanced technology, the threat landscape becomes more advanced as well. Legacy anti-money laundering (AML) and countering the financing of terrorism (CFT) programs – built on static rules and siloed systems – are no longer sufficient to address today’s complex risk environment. Financial services organizations are facing threats ranging from artificial intelligence (AI)-driven fraud schemes to an increase in cases of elder abuse and complex challenges in AML sanctions compliance.

On March 3, join Baker Tilly financial crime specialists for a webinar designed to assist financial services organizations in staying ahead of financial crime risks, understanding regulatory expectations and strengthening their organization’s defenses. We will discuss current financial crime trends and what to expect in the future, as well as tips for how to deal with these challenges as they arise. You will learn practical strategies for how to best navigate financial crime risk mitigation, compliance and operational resilience in the year (and years) ahead.

Who should attend

CAEs, CROs, CCOs, CFOs, BSA officers, fraud analysts or any professional with a focus on financial crimes compliance, AML, KYC, CFT, OFAC sanctions compliance, transaction monitoring, systems management, risk advisory, cybersecurity and digital transformation at a financial institution, fintech, asset manager or insurance organization.

Register now and join us on Tuesday, March 3 from 1-2 p.m. ET. Questions will be encouraged throughout the webinar and answered, time permitting.

Information about CPE eligibility

There are no prerequisites for this event, and advance preparation is not required. There is no cost to attend this event.

A certificate of completion will be emailed to you four to six weeks after the event.

Level: Basic

CPE credit: One (1) hour total credit

Field of study: Specialized Knowledge

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.

Baker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.

Navigating Risk and Regulatory Challenges in 2026
2026-03-03 13:00 - 14:00
Webcast overview

Join KPMG the latest installment of our Risk Factors webcast series, where professionals in our Risk Services group will provide risk and regulatory outlook for 2026. The discussion will focus on:

Executing Mandates: A regulatory focus narrowed to core statutory authorities doesn’t minimize expectations for compliance with existing laws and may exacerbate a growing regulatory divergence.

Adopting Disruptive Tech and AI: Federal and state regulators are adapting existing policies and risk frameworks to address the complexities of AI innovation with participation from the private sector.

Maintaining Cyber and Data Security: A growing focus on organizations’ preparedness to withstand or recover from significant market stresses and disruptions that may impact both non-financial and financial risks, including third-party risk management.

Expanding Digital Assets: Actions are underway to structure markets and develop regulatory frameworks that will facilitate and expand digital and other alternative asset offerings in the U.S. Be sure to sign up for our Regulatory Insights mailing list to receive updates throughout the year.

Continuing education

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

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

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code ZGNJ36WJ6SZ.

Using data-driven cyber trends to inform your audit program
2026-03-03 13:00 - 14:00
Event overview

Organizations today face an increasingly complex cybersecurity risk landscape, with evolving attack vectors and heightened pressure to maintain strong internal controls. These challenges demand audit programs that can adapt quickly and provide actionable insights to protect critical systems and data.

Join us on Tuesday, March 3, 2026, at 1 p.m. EST for a live session on how data‑driven cybersecurity trends can inform smarter audit strategies. Using insights from RSM’s Attack Vectors Report, our professionals will share practical techniques and recommendations to help you integrate these insights into your audit plan, strengthen defenses and reduce risk exposure.

You will leave with actionable guidance to strengthen your audit program and reduce risk exposure. The session covers techniques for incorporating cybersecurity insights into audit planning and leveraging recommendations to build resilience in a rapidly changing threat landscape.

Hot Topics in Tax for Mergers and Acquisitions
2026-03-03 13:00 - 14:00
Event details

Thoughtful tax planning plays a key role in meeting the financial and business goals of parties involved in M&A transactions. Recent changes under the One Big Beautiful Bill Act (OBBBA) also introduce new opportunities for deal planning and structuring. This webinar will address current M&A tax trends and explore how OBBBA provisions could affect transaction structuring.

Crowe tax professionals will offer technical insight and actionable guidance for executives, tax leaders, and dealmakers navigating the evolving M&A landscape.

Learning objectives

After attending this session, you should be able to:

Identify recent tax law changes under OBBBA that affect M&A transactions, including updates to Section 1202

Describe common federal tax issues arising in today’s M&A deal environment

Evaluate tax planning strategies and structuring options, including considerations related to debt, anti-churning, and asset versus share purchases

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Taxes

CPE credit hours: 1.0

There is no registration fee for participating in this webinar; therefore, there is no cancellation fee.CPE credit will be granted only in the name of the individual logged into the live presentation.

Additional CPE information

Understanding the New 1099-DA: Compliance Challenges Ahead
2026-03-03 13:00 - 14:00
The introduction of the IRS’ new Form 1099-DA, Digital Asset Proceeds From Broker Transactions (1099-DA), marks a significant shift in how digital asset transactions are reported, creating new challenges for taxpayers and advisors alike. In this webinar, we’ll break down 1099-DA reporting, where reporting gaps and inconsistencies are likely to arise, and why taxpayers may face increased risk. We’ll explore common pain points, such as cost basis accuracy and mismatches between taxpayer records and broker reporting. Attendees will walk away with a practical understanding of the 1099-DA landscape and learn strategies for preparing for potential compliance issues ahead.

Learning Objectives

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

Describe what the new 1099-DA covers and what it doesn’t.

Identify common data gaps and reporting mismatches.

Discuss preparation steps taxpayers can take now.

CPE Information

1.00 CPE Credit(s) (pending approval)

One 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.

Consumer, Retail & Hospitality 2026 Economic Update
2026-03-03 13:00 - 13:50
Webcast overview

We are pleased to invite you to the KPMG Consumer, Retail & Hospitality (CRH) 2026 Economic Update webcast with Diane Swonk, KPMG Chief Economist. Diane is a frequent economic commentator on national and international television and has been ranked among the top economic forecasters in the United States.

During this insightful session, Diane will provide an update on current market conditions, the economic landscape and key factors impacting businesses today. Key discussion points will include:

Current macroeconomic trends and the implications for consumer, retail and hospitality

The impact of global and domestic policy changes on US and global economy

Insight into consumer behavior and spending patterns in the current economic climate

Continuing education

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

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

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code F2N29V4NPNP.

Creating a roadmap to proactive obligation management
2026-03-03 10:00 - 11:00
Description:

Many compliance and governance managers report that implementing internal and external requirements is more complex than ever before. With constantly changing regulatory requirements, increasing customer demands, and the integration of technologies such as AI, organizations are under enormous pressure. Isolated implementation projects and independent audits are at record levels, but true transparency and controllability of requirements implementation remain unattainable for many companies. Companies document requirements, maintain guidelines, and implement controls, but only with structured obligation management can they identify the relevant connections to their implementation and establish an effective control system for robust compliance and resilience.

Join us as we share our insights from current market analyses and practical projects and show you why isolated management systems fail and how leading organisations are transforming their obligation management based on best practices. We will highlight the critical dimensions of obligation management – from policy integration to process automation – and provide you with a maturity-based roadmap for moving from reactive compliance to proactive control.

Learning objectives:

Recognise the challenge: Recognise the risks to governance posed by unconnected management systems of policies, controls, and processes, and why documentation alone does not guarantee compliance.

Navigate complex requirements: Learn how leading companies systematically capture, analyse, categorise, and break down internal and external requirements to a comparable level of detail.

Make requirements implementation manageable: Understand how modern approaches and tools enable end-to-end management of the company’s process organisation and how requirements can be implemented in a traceable manner.

Operationalise integrated compliance: Learn strategies and practical insights for breaking down existing silos between compliance, risk, audit, and operations and creating a unified view of requirements implementation and a commitment for collaboration.

Apply a maturity-based roadmap: Assess your company’s maturity level on the path to modern requirements management and walk away with concrete steps to improve your obligation management and increase transparency and compliance within your company.

CPE credit(s): 1

Field of study: Auditing

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

What’s next for companies after the IEEPA decision
2026-03-02 14:00 - 15:00
Following the Supreme Court’s decision striking down IEEPA tariffs, companies face renewed uncertainty regarding trade authority, refund eligibility, and the direction of future tariff policy. On this webcast, we will examine the potential business and tax implications of this ruling and outline practical steps for companies to consider as they manage risk and prepare for what lies ahead. CPE-eligible for 1 Tax credit.

Real Estate Tax Chat: Implications of the Fifth Circuit Decision in Sirius Solutions
2026-03-02 14:00 - 15:00
Webcast overview

Join KPMG LLP (KPMG) for a Real Estate Tax Chat focused on the Fifth Circuit decision in Sirius Solutions and the resulting implications for the current filing season and beyond.

KPMG will unpack the Fifth Circuit’s decision in Sirius Solutions, LLLP v. Commissioner, the implications to the broader real estate industry, the application of SECA to limited partners, additional pending litigation, and planning considerations.

The session will be hosted by KPMG Real Estate Tax leader, Ryan Taylor, and will feature our Washington National Tax professionals Chelsea Riedel, Jon Stein, and Michelle Marion.

Continuing education

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

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

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code KSNSP8XSV7W.

How CAS Firms Are Unlocking New Potential with Agentic AI
2026-02-26 15:00 - 16:00
Client advisory services (CAS) practices are evolving fast—and AI is leading the charge. From streamlining vendor onboarding to real-time exception handling, agentic AI goes beyond automation to act on your behalf, freeing your team to focus on high-value, strategic work.

Hear from leaders at CPA.com, Aprio, and BILL as they break down the real-world impact of AI agents in firms of all sizes. You’ll discover how AI is helping CAS teams:

Operate more efficiently with fewer bottlenecks

Proactively surface insights for clients

Unlock new capacity without new headcount

Strengthen governance and trust though intelligent automation

Whether you’re running a lean firm or leading at scale, this conversation will show how AI agents can be your force multiplier for growth, insight and advisory elevation.

Learning objectives:

Differentiate between basic automation, generative AI, and agentic AI — and understand the unique role agentic AI plays in CAS practices

Identify high-impact CAS workflows where agentic AI can deliver immediate value, such as vendor onboarding, bill pay, reconciliation and exception management

Describe how AI agents improve both operational efficiency and advisory insight, helping firms shift from transactional to proactive service delivery

Apply best practices for responsible AI deployment, including governance, auditability and human oversight to maintain trust and compliance

Building economic resilience: How accounting firms can stay profitable when markets shift
2026-02-26 14:00 - 15:00
This isn’t about cutting costs for the sake of cutting costs. It’s about visibility. Cash flow confidence. Smarter forecasting. And fixing the operational blind spots that quietly erode margins over time.

If you’re feeling busy but not fully clear on the numbers, this session will help you reconnect activity to profitability, and replace uncertainty with a plan. Because resilient firms don’t just react to market shifts. They prepare for them.

Learning Objectives:

Identify early indicators of financial stress within an accounting firm, including revenue trends, expense pressures, and client payment behavior.

Analyze common profitability and operational blind spots that negatively impact firm margins during periods of economic uncertainty.

Evaluate cash flow management and forecasting approaches that improve financial predictability and decision-making

Determine actionable steps to strengthen their firm’s economic resilience and sustain profitability during market shifts.

Quarterly Tax Webinar: Q1 2026
2026-02-26 14:00 - 15:00
Join Forvis Mazars for a moderated discussion focused on current tax developments affecting you and your business. We’ll break down first-quarter 2026 updates from the IRS, U.S. Department of the Treasury, Congress, and other key tax authorities—and what they may mean for your organization. Our discussion will also explore broader tax policy trends and emerging issues that could impact your current and future tax planning, compliance, and reporting. Whether you’re responsible for tax strategy or broader financial decision making, you’ll gain actionable insights and a clearer view of current tax considerations.

Learning Objectives

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

Discuss new and evolving tax laws and regulatory guidance.

Recognize policy and regulatory trends and their direct implications for business strategy, financial reporting, and tax planning.

Outline strategies to help gauge risk, plan ahead, and respond to a changing tax environment.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Tax 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.

Unified Audit for Multi-Framework Global Compliance
2026-02-26 14:00 - 15:00
With today’s complex global regulatory and compliance landscape, organizations are increasingly required to demonstrate achievement of many industry standards and frameworks from SOC 1 and SOC 2, HITRUST, and PCI DSS to ISO, regional, and industry-specific standards focused on security, resilience, privacy and emerging technologies. Navigating these individually can lead to operational challenges, duplicated efforts, frustrated stakeholders, and increased costs.

Join our global experts for an insightful webinar exploring the transformative unified audit approach to demonstrating compliance with an ever-increasing array of global requirements. Learn how leveraging a unified approach – where a common set of controls and testing procedures supports multiple compliance frameworks – can streamline and upgrade your audit processes, reduce audit fatigue, improve risk management and compliance, and maximize the value of your compliance investments.

Learning Objectives

Discover how common control frameworks and a “test once, report many” approach can drive more effective and efficient external compliance.

Identify how third party attestations help organizations build trust, mitigate risk, and achieve strategic compliance goals.

Review real-world examples of how organizations have optimized their attestation strategy.

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
