Free Live CPE Calendar

The Future of Sustainability, Carbon Accounting, and ESG
2024-11-13 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Event Overview

Sustainability and Environmental, Social, and Governance (ESG) concepts continue to shape the corporate landscape in America and globally. Understanding their impact and the data-driven approach to reporting will be essential for continued growth and success, as well as adherence to increasing regulatory standards.

This session will equip you with the knowledge and skills to navigate the evolving landscape of business sustainability. This webinar is an unmissable opportunity for professionals seeking to stay ahead in their field, companies aiming to align with best practices, and individuals passionate about the intersection of business and sustainability.

Presenters:

Kristin Gustafson, Principal/Sustainability & Energy and Incentives LeaderMark Rogers, Principal, Business Credits and IncentivesKristin Rebenitsch, Partner

Guest Speaker:

Audrey Donovan, Senior Manager

Election 2024: Insights and actions
2024-11-13 13:00 - 14:00
Event overview

As we navigate the outcomes of the recent presidential and congressional elections, RSM invites you to join us for two informative webcasts. We’ll delve into the key takeaways and potential implications of the new political landscape, particularly how it may influence federal tax policy as we approach the looming expirations of the Tax Cuts and Jobs Act in 2025.

Join us Nov. 13 and Nov. 18 at 1 pm ET for two 60-minute webcasts covering post-election topics. This is your opportunity to gain forward-looking insights and strategic tax planning opportunities as we approach year-end. Register for both sessions today!

What you need to know about the Build America, Buy America Act
2024-11-13 13:00 - 14:00
Join us on Nov. 13 as we discuss the intricacies of the Build America, Buy America (BABAA) as it related to requirements and compliance.

Enacted in 2021 as part of the Infrastructure Investment and Jobs Act (IIJA), the Build America, Buy America Act (BABAA) established a domestic content procurement preference requiring that all iron, steel, manufactured products and construction materials used in federally funded projects for infrastructure are produced in the U.S.

By prioritizing domestic production and procurement of products and components, the BABAA aims to create jobs, boost the economy, strengthen supply chains and empower businesses here in the U.S. However, like with many federally funded projects, demonstrating compliance is a key factor to a project’s success.

During this complimentary CPE webinar, Baker Tilly presenters will detail the intricacies of the BABAA as it relates to requirements and compliance. The webinar will offer insight into:

What is a qualifying project?

Consequences for non-compliance

What do manufacturers need to know?

Documenting compliance

Compliance risks

Register here

Presenters:

Tony Ollmann, CPA, Principal

Rob Bellile, CPA, Manager

Who should attend:

Other professionals involved in manufacturing products, construction project management and facilities developmentg.

Internal audit professionals

Facility administrators

Project professionals

Chief financial officers (CFOs)

Chief operating officers (COOs)

Directors of capital projects

Best Practices: Reconciling Nonprofit Development and Finance Numbers
2024-11-13 13:00 - 14:00
Join us and learn best practices and strategies to keep your organization’s team and numbers on the same page.

Attend this webinar to learn:

Internal controls and processes to keep your finance and development teams aligned

Why differences exist between the financial reports from the development and finance teams

Best practices for quickly resolving these discrepancies

How to effectively communicate the differences to their nonprofit board

SEC hot topics: Year-end update
2024-11-13 13:00 - 14:30
In an evolving and uncertain business environment, it is critical that Securities and Exchange Commission (SEC) registrants provide investors with relevant and transparent disclosures and stay abreast of developing regulatory requirements. What are key considerations for year end? We’ll discuss:

Hot topics, such as non-GAAP measures, segment reporting and emerging risk disclosures including interest rates, inflation, and those related to the macroeconomic environment.

The SEC’s recent rulemaking updates, including final rules on cybersecurity and climate disclosures.

Highlights and analysis of recently issued SEC staff comments.

How Audit Analytics Transforms Government Teams
2024-11-13 13:00 - 14:30
Event details

This session is recommended for 1.5 hours of CPE credit.

Data analytics is critical to every internal audit function, whether it is used for individual audits, risk assessments, or collaboration with management. It helps identify risks, improve efficiency, and present data to management meaningfully.

During this webinar, industry specialists will cover practical steps to create or enhance your data analytics. They will also provide demonstrations and real-world examples of how analytics can foster collaboration among internal audit, management, and other organizations.

No matter your experience level, this webinar has valuable insights for your analytics journey.

After this session, you will be able to:

Explain how analytics can be used in an enterprise resource planning roles and permissions audit

Explain the importance of data analytics and how it can be used in The IIA’s Three Lines Model

Identify barriers internal auditors face for appropriate collaboration

Identify ways to collaborate within an organization using analytics as a shared tool and language

Explain how the implementation of a user-oriented framework for analytics development can improve collaboration

Compliance Risks in Channel Partner Ecosystems - Technology Sector
2024-11-13 14:00 - 15:00
Please join our panel of professionals for our webcast – a timely discussion on recent regulatory and compliance trends in the technology sector.

Sales Tax Reverse Audits: Generating Cash In-Flow While Mitigating Exposure
2024-11-13 14:00 - 15:00
Join this webcast to explore highlights from our 2024 Fall board survey of public company directors. We will break down some of the more newsworthy and prevalent topics that boards are addressing.

Register for the full Center for Corporate Governance Webcast Series.

Financial Services Trends and Insights — Q4 2024
2024-11-13 14:00 - 15:00
Keep abreast of the latest developments in the financial services industry to help your organization spot opportunities, drive innovation and growth, and secure a competitive edge.

In this complimentary webinar, we’ll delve into risks associated with compliance, credit, and cybersecurity — and discuss actionable strategies for financial services organizations to consider.

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

Discuss regulatory compliance, including ways to help avoid penalties and safeguard your organization’s reputation

Outline effective cybersecurity measures to protect sensitive financial data and maintain trust with clients

Review techniques to evaluate and manage credit risks effectively to support financial stability

Who should attend

This session is designed for CEOs, CFOs, controllers, finance directors, financial managers, board members, trustees, and other decision makers in financial services.

CPE

Recommended CPE: 1 credit, FinancePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information.

Overview of Sage Intacct 2024 Release
2024-11-13 16:00 - 17:00
Join Armanino’s Sage Intacct experts as they cover the final Sage Intacct release of 2024. Get their expert insights into the latest release features to see how you can get the most out of your Sage Intacct solution.

Plus, we will have Q&A at the end, so bring your most pressing questions to get direct answers from our team!

To be awarded the full credits, you must respond to three out of the five polling questions asked during the program.

Who Should Attend

Sage Intacct clients and users

Learning Objectives:

Explore the latest features and enhancements introduced in the new release

Navigate the updated user interface to simplify onboarding and boost user adoption

Identify multiple updates which you can implement to focus on automating repetitive tasks

Speakers

Jenn Bowman, Manager, Armanino

Todd Bowlsby, Solution Architect , Armanino

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

In order to be awarded the full credits, you must respond to three out of the five polling questions asked during the program.

*NASBA DETAILS

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

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

Empowering Nonprofits: Streamlining Reporting & Planning
2024-11-14 10:00 - 11:00
Join us for an informative webinar and explore how Solver, a robust financial planning and analysis tool, can help nonprofits streamline their financial management processes. Gain insight on practical strategies to help enhance financial reporting and planning and more.

Learning Objectives

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

Describe how Solver can help streamline financial reporting.

Explain how Solver’s budgeting features can help nonprofits balance overhead costs and allocate resources efficiently.

Outline the interactive examples of dashboards designed to help nonprofits.

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.

4CPE - Withum’s Annual Business and Finance Symposium
2024-11-14 10:00 - 14:00
In a world where change is the only constant, the ability to innovate and grow is not just an advantage—it’s a necessity.

Join us at our Business and Finance Symposium in November. Held annually, the Symposium offers up to 8 CPE credits across two half-day segments through a virtual experience.

As a business or finance executive, you know the value of staying ahead of the curve in your industry. Withum’s thought leaders will explore relevant topics to help your business stay agile and dynamic. Core Symposium sessions will cover trending Tax and A&A concepts. Ancillary sessions will discuss outsourced accounting, fraud, artificial intelligence, sustainability, succession planning and more!

Feel free to join as many or little sessions as your schedule allows!residential parties are not the same

2024 Year-End Webinar Series
2024-11-14 11:00 - 12:00, 2024-11-14 14:00 - 15:00
Looking to prepare for year-end? Join our professionals for four days of content. Learn what’s trending in tax, audit, employee benefit plans, business combinations, M&A integration, and digital transformation. Participants are eligible for an estimated eight CPE credits.

Join multidisciplinary professionals from our audit, tax, and consulting teams as they present important year-end updates over eight different sessions.

Future of the digital customer experience
2024-11-14 11:00 - 12:00
An enhanced digital customer experience can help companies to stand out. However, industries like manufacturing, engineering & construction, and aerospace & defense often face unique challenges due to complex products, projects, and value chains. We’ll discuss:

The importance of prioritizing and organizing around customer needs to drive digital transformation

Recognizing the significance of prioritizing data privacy and security to mitigate risks

How taking an ecosystem approach can help build the skills for a successful digital customer experience

Navigating Mergers and Acquisitions in Today's New Landscape: And the Effects of Private Equity
2024-11-14 11:00 - 12:00
This course offers valuable insight into developing and implementing an M&A strategy, identifying the opportunity, completing the transaction, creating “One Firm” (Structure and Transition), and the aftermath of discovering the unknown. You will also learn the benefits and consequences of economies of scale, how to be flexible, open to change, and the ability to evolve as the world evolves. This course will explore how today’s landscape and technology are changing how we view mergers and acquisitions, the risks and rewards, and how to create an efficient and streamlined process to combine firms. You will learn about key trends that are shaping mergers and acquisitions in today’s landscape, what that means for both parties, and how to accomplish a successful combination of firms.

Learning Objectives:

The Strategy Must Begin With the End in Mind

Begin With the Firm’s Strengths and Weaknesses

Enhance the Strengths and Reduce the Weaknesses

Remain Flexible and Open

Financial due diligence

Business valuations and transaction structures

Analysis of potential risks and deal breakers related to the target business activity and the transaction

Evaluation of projected and/or potential synergies

Technology transition

Personnel equalization and integration

Consider Culture, Culture, Culture

Build an Advisor Group Around the Plan

How to evolve quickly and efficiently with the fast-changing landscape of today’s world

Delivery Method: Group Internet

Course Level: Basic

Field of Study: BMO

Prerequisites: None

This course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).

NASBA Approved. Sponsor # 103021.

Beyond the Ballot: Understanding the Impact of Recent Elections
2024-11-14 11:00 - 12:00
Join us as we discuss and explore the status of the presidential and congressional elections. Our National Tax Services team will analyze how the evolving political landscape may reshape key policies and priorities in Washington and how changes may impact businesses and individuals.

The Ever-Changing Landscape of Internal Controls Over Financial Reporting (ICFR)
2024-11-14 11:00 - 12:30
Webcast overview

In the latest installment of the Future of SOX webcast series, we delve into the ever-changing landscape of Internal Controls Over Financial Reporting (ICFR).

Specific topics of discussion include:

Discussing the emerging hot topics surrounding ICFR.

Exploring the latest developments and trends in PCAOB inspection findings and inspection focus areas

Analyzing material weakness trends

Economic and Market Update with Jeffrey Kleintop
2024-11-14 12:00 - 13:00
Event Overview

Eide Bailly invites you to join us for a webinar presented by Jeffrey Kleintop, Managing Director and Chief Global Investment Strategist at Charles Schwab & Co. During this webinar, Jeffrey will discuss key topics surrounding the Global Market Outlook.

The Election Results Are In: What Does it Mean for U.S. Tax Policy?
2024-11-14 13:00 - 14:00
Register for the next webcast in the 2024 Tax Strategist Webcast Series.

Discover how the recent election results could reshape U.S. tax policy in our upcoming webcast. Join BDO’s panel of tax professionals as they analyze potential legislative changes during the lame duck Congressional session. We’ll explore the impact on expiring tax provisions and discuss new initiatives that may emerge with the incoming Congress.

Executive Forum 2024: Leveraging technology to drive efficiency
2024-11-14 13:00 - 14:00
Event description

Join us for an insightful webcast on leveraging technology modernization to drive efficiency in your business. We’ll explore key strategies such as automating routine tasks, integrating digital systems, investing in cloud computing, enhancing data analytics, focusing on cybersecurity, and adopting agile methodologies. Learn how these technologies can streamline operations, reduce costs, and improve decision-making, ultimately driving efficiency in your organization.

Date and time

Thursday, November 14, 2024

1:00 PM ET – 2:00 PM ET

Recommended CPE credits

1

Learning objectives

Apply agile methodologies to respond more quickly to changes in the market and customer needs.ng energy credits to fund deals.

Identify key automation tools that can streamline repetitive tasks within their organization.

Evaluate the benefits of integrating digital systems across various functions to optimize operations.

Analyze how cloud computing solutions can provide scalability and flexibility for their business needs.

Interpret advanced data analytics to gain valuable insights into business operations, customer behavior, and market trends.

Implement robust cybersecurity measures to protect sensitive data and maintain customer trust.

Audit Preparation: Leading Practices for 2024 with FinQuery, FloQast, & Crowe — Roundtable
2024-11-14 13:00 - 14:00
Learning Objectives

Understand the evolving regulatory lease accounting landscape and its impact on audit preparation

Hear from experts on how leveraging technology can help you optimize your audit workflow and enhance data accuracy

Gain insights into common audit pitfalls and how to avoid them.

Let’s Go IPO: Organizational Readiness & Pitfalls to Avoid Preparing to IPO
2024-11-14 13:00 - 14:00
Preparing for an IPO is a complex journey that demands time, resources and extensive planning. With a backlog of companies eyeing the public markets and many CFOs navigating this process for the first time, it’s crucial to assess your organization thoroughly, define a clear roadmap to address any outstanding needs and ensure readiness for the next steps.

Join our webinar to learn the key milestones and areas your organization needs to address—from accounting and reporting to governance and investor relations—to ensure a smooth transition to the public market.

Learning Objectives:

Determine if an IPO is the right path for your organization.

Identify key milestones for IPO preparation over a 12–18-month timeline.

Avoid common mistakes organizations make during IPO preparation.

Explain the impact of current market conditions and the importance of timing.

Explore real-life examples from organizations that have successfully navigated the IPO process.

Speakers

Dean Quiambao, Partner, Armanino Advisory LLC

Matthew Perreault, Partner, Armanino Advisory LLC

Mark Wuchte, Partner, Armanino Advisory LLC

Nick Gibbons, Partner, Armanino Advisory LLC

Participants will earn 1 CPE credit*(Field of Study: Business Management & Organization)

In order to be awarded the full credits, you must respond to three out of the five polling questions asked during the program.

*NASBA DETAILS

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

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

AI-fueled finance transformation: An AI guide for CFOs
2024-11-14 13:00 - 14:00
It’s time to move beyond the hype and get practical about FinanceAITM—a finance function that embraces artificial intelligence (AI) as a collaborator to enhance human capabilities and unlock untapped potential for growth, resilience, and innovation. But doing so does not mean moving without a plan. We’ll discuss:

The current state of AI in Finance

The near-term expectations ahead

Steps to take now to prepare

Executive Forum 2024: Harnessing new technologies in banking
2024-11-14 14:00 - 15:00
Event description

Through the rise of cloud computing and AI technologies, many banks are challenged to drive efficiency into their operations by leveraging technology, data and artificial intelligence. Join this webcast in which our industry leaders explore the opportunities that technology can offer to banking institutions to streamline operations, reduce costs and risks, and improve decision-making, in addition to the pitfalls to avoid.

Date and time

Thursday, November 14, 2024

2:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify challenges or risks in advance to avoid pitfalls.nd deals.

Recognize how artificial intelligence and generative AI can be harnessed to improve customer experience.

Describe how EPM and other advanced technologies can modernize financial planning, enable better decision-making.

Executive Forum 2024: Modernizing financial planning systems in manufacturing
2024-11-14 14:00 - 15:00
Event description

As manufacturers face the sunset of their legacy software systems, the need for modern solutions becomes critical. This webcast will explore the transition from outdated financial planning, budgeting, and forecasting tools to advanced Enterprise Performance Management (EPM) systems.

Date and time

Thursday, November 14, 2024

2:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Cite the impact of decentralized Financial Planning and Analysis (FP&A).

Identify the challenges and limitations of legacy ERP systems.

Evaluate the costs and benefits of modern EPM solutions.

Executive Forum 2024: Future-proofing your tech business
2024-11-14 14:00 - 15:00
Event description

In today’s rapidly evolving tech landscape, companies are harnessing advanced capabilities to drive transformation across various business areas. From finance transformation to tech modernization and tax technology, leading companies are integrating innovative solutions to stay competitive, streamline operations, and maximize growth.

Join us for a comprehensive webcast that will explore how tech companies are using enterprise performance management (EPM) tools and other advanced technologies to enhance their financial, operational, and tax functions for long-term success.

We’ll discuss:

How tech companies are using EPM and advanced analytics to modernize financial planning and improve decision-making.

How integrating operational and financial data boosts efficiency and accelerates product delivery.

How digital tools are simplifying tax compliance and strategy for tech companies navigating complex regulations.

How companies are leveraging AI to deliver measurable ROI and stand out in a competitive market.

How AI-powered EPM platforms are driving real-time insights across finance, operations, and tax.

Date and time

Thursday, November 14, 2024

2:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Evaluate innovative approaches to integrating tax technology and transformation tools that help optimize compliance and improve business performance.essing and selling energy credits to fund deals.

Understand the role of advanced technologies such as EPM, AI, and data integration in driving financial, operational, and tax transformations in tech companies.

Identify best practices for implementing tech modernization strategies to streamline operations and enhance organizational efficiency.

Executive Forum 2024: Tech-driven efficiency and integration
2024-11-14 14:00 - 15:00
Event description

In our recent energy survey, energy finance leaders highlighted technology as a crucial driver of efficiency and integration. Join our webcast – tailored for finance and technology leaders across all energy sectors – to explore real-life technology use cases and their practical implications for your energy company.

Our presenters, with extensive energy industry experience, will share technology-related use cases based on our experience serving energy clients as they move from the field to the corporate office that affect financial, risk and legal areas of the business:

Integrating and automating data from field control and monitoring devices.

Migrating data flow to users through the Cloud.

Supporting efficient insight for land, geology, control, and other centralized functions.

Designing a finance and accounting environment for AI-supported reporting.

Date and time

Thursday, November 14, 2024

2:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify the practical implications the use cases have on your business.g energy credits to fund deals.

Describe the most common technology energy companies use to drive integration and efficiency.

Recognize technology use cases in the energy industry.

Energy Efficient Home Improvements Credit & Residential Clean Energy Property Credit: How the Inflation Reduction Act revised these credits
2024-11-14 14:00 - 15:00
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 free webinar will overview:

IRA Revisions to the Energy Efficient Home Improvement Credit (IRC § 25C)

IRA Revisions to the Residential Clean Energy Credit (IRC § 25D)

Qualified costs allowed on Form 5695 for each credit

Impact of government subsidies in calculating the two credits

Plus, a live Q & A

Certificates of completion are being offered. Tax professionals: Earn up to 1 CE credit.Category: Federal tax.

Closed captioning will be offered.Sponsored by: IRS Stakeholder Liaison

Date: Nov. 14, 2024Time: 2 p.m. (Eastern time); 1 p.m. (Central time); 12 p.m. (Mountain time); 11 a.m. (Arizona and Pacific time); 8 a.m. (Hawaii–Aleutian time)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.

Consumer & Retail Executive Insights: Post-election webcast
2024-11-14 14:00 - 15:00
Webcast overview

Join us for this webcast that delves into the post-election landscape and its implications for consumer products and retail executives. This panel discussion will focus on the macroeconomy, geopolitics, and tax policies affecting consumer products and retail companies. Panelists will discuss the post-election economic policies or agendas that will impact both consumers and corporations. By exploring the impact of geopolitics on global trade policy and supply chains, executives can gain valuable insights into potential disruptions and opportunities in the market. And the discussion on tax policies will shed light on how changes in regulations and incentives can impact the financial health and profitability of businesses.

We have a great panel to bring insights to the following important topics:

Geopolitical insight for 2025, including inflation, labor, and interest rates

Post-U.S. election policies impacting trade, wages, tax policy, and sustainability

Geopolitical landscape and impact on the global supply chain

Our guest panelists include:

Jennifer Gray, Director Washington National Tax, KPMG LLC

Anbinh Phan, Head of Consumer and Retail, Eurasia Group

Mary Rollman, US Supply Chain Leader, KPMG LLC
