Events

May 2025

• Thu 1

  • 1:00 pm - 2:00 pm EDT

    Health care insights: Measure success across office locations with Sage Intacct

    Free
  • 2:30 pm - 3:30 pm EDT

    IA Insights: Challenges & Regulatory Considerations in Auditing Data

    Free

• Fri 2

  • 1:00 pm - 2:00 pm EDT

    When “good enough” is not enough

    Free
  • 2:00 pm - 3:00 pm EDT

    Family Office Fridays: IRS Focus on High-Income and High-Wealth Individuals – An Update

    Free

• Mon 5

  • 12:00 pm - 1:00 pm EDT

    Featured First 100 Days of the Administration | What this means to the asset management industry

    Free

• Tue 6

  • 11:00 am - 12:00 pm EDT

    Employee Stock Ownership Plan (ESOP) Audit Considerations

    Free
  • 12:00 pm - 1:00 pm EDT

    Hidden Costs: How Tax Gaps Derail Tech Projects (And How to Fix Them Fast)

    Free
  • 1:00 pm - 2:00 pm EDT

    Mark-to-Market Instruments on your Balance Sheet

    Free
  • 1:00 pm - 2:00 pm EDT

    Decoding the new ILPA reporting standards

    Free
  • 2:00 pm - 3:00 pm EDT

    Modernizing Operations: Dynamics AX to Dynamics 365 Finance

    Free