GenAI for Legal: how to move from proof of concept to production
2025-01-21 12:00 - 13:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
In the first session of a two-part series with our Alliance partner, Onit, we will lay the groundwork for legal departments to successfully navigate the generative AI (GenAI) journey from proof of concept (POC) to production. Our speakers will provide a comprehensive analysis of the foundational steps needed to implement GenAI in legal departments while also sharing leading practices and common pitfalls.

Whether you are just beginning to explore GenAI or have received funding to pursue this strategic initiative, we will share a conceptual roadmap with insights into the challenges, effective approaches and potential unexpected experiences you may encounter along the way. We’ll cover the essential steps required to transition to GenAI, including:

Initial vision: Defining the scope and objectives of your GenAI initiative

Aligning with internal stakeholders: Confirming buy-in and support from key decision-makers

Data modeling: Understanding the importance of accurate and comprehensive data

Methodology: Establishing a robust framework for GenAI development and deployment

Training and upskilling: Preparing your team with the necessary skills and knowledge

Change management: Navigating the organizational changes that come with GenAI implementation

Panelists

Matt DenOuden, Senior Vice President, Chief Evangelist, Onit, Inc.

Jean Yang, Vice President, AI Transformation & G2M Strategy, Onit, Inc.

Heath R. Harris, Senior Manager, EY Law* – Legal Transformation, Ernst & Young LLP

Heidi C. Stenberg, Principal, EY Law*, Ernst & Young LLP; EY Global and Americas Legal Transformation Leader

*EY member firms do not practice law where prohibited by local laws 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

Quarterly Technical Update - Q4 2024 (Rebroadcast 3)
2025-01-21 12:00 - 13:30
Presented as part of BDO KNOWLEDGE Webcast Series program, the “Quarterly Technical Update – Q4 2024” webcast continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today’s hot topics and developments.

Specifically, the program will discuss developments that occurred during the fourth quarter of 2024 with respect to various topics in accounting and financial reporting.

Register for the full 2024 Quarterly Technical Update Webcast Series.

BDO’s Healthcare Trends & Topics Webcast Series: What to Expect in Healthcare Transactions in 2025
2025-01-21 13:00 - 14:00
BDO and Nixon Peabody invite you to join us for a webcast on the headwinds and tailwinds shaping healthcare transactions and the industry overall as we transition from 2024 to 2025. Our panelists will share their perspectives on how the new administration, regulatory shifts, cutting-edge technological innovations, and emerging growth opportunities are poised to influence the healthcare landscape in the year ahead.

Post-Election Washington Healthcare Update
2025-01-21 13:00 - 14:00
A new administration and Congress promise to bring significant changes to health policy. Efforts by CMS and Congress to address concerns about ongoing federal deficits, healthcare cost growth, and patient access will have profound implications. Understanding these shifts is crucial for health systems so they can adjust their strategies, budgets, and operations to help mitigate the impact and respond to opportunities created by these changes.

Learning Objectives

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

Recognize recent and anticipated federal legislative and regulatory changes that occur post-election.

Discuss implications for health systems and health plans.

Share strategies to navigate these changes.

CPE Information

1.00 CPE Credit (pending approval)

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

Streamlining Prepaid and Accrual Accounting: Why Contract Management Matters for Accounting Teams
2025-01-21 13:00 - 14:00
Learning Objectives

Grasp the essentials of effective financial contract management.

Uncover the hidden costs and risks of poor contract management.

Implement a centralized repository for better organization and control.

Automate reminders for key dates and milestones.

Utilize software to enhance budgeting, forecasting, and decision-making.

Integrate expense tracking for accurate reporting and budgeting.

Mastering Your Ethical Intelligence
2025-01-21 14:00 - 15:00
Webinar Highlights

How often do you think about ethics in your daily routines? Most of us think ethical dilemmas only come around when we are put into tough-decision-type situations, however, this is a vast underestimation. We make dozens of little ethical decisions every day in our personal and professional lives – whether we speed on our way to work or how we deal with office politics. These are but a few examples of situations where ethical intelligence can help.

In this webinar, we will explore your ethical intelligence and you will see firsthand how dangerous ethical decay can become to any professional. Few people graduate from university to become a criminal or a “bad person,” yet through circumstance or poor judgment, countless individuals have gotten themselves caught up in ethical failures that have ruined or side-tracked their careers.

You will walk away from this session with some simple-to-remember ethical intelligence principles that you can immediately use to better safeguard your personal and professional lives from ethical challenges.

Learning Session

Based on a great course on Illumeo

Free CPE

Non-sponsored events mean you never listen to a 3rd party sales pitch – it’s all just great education

Expert-instructor-led learning with live Q&A

Document Upload Tool
2025-01-21 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.

The goal of today’s webinar:

Get to know Digitalization work at the IRS and its impacts

Understand the Document Upload Tool and its benefits

See how the Document Upload Tool works for you

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 1 CE Credit. Category: Federal Tax

Sponsored by: IRS Stakeholder Liaison

Date: Jan. 21, 2025Time: 2 p.m. (Eastern); 1 p.m. (Central); 12 p.m. (Arizona and Mountain); 11 a.m. (Pacific), 9 a.m. (Hawaii-Aleutian)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

2025 UK Tax Outlook: Pillar Two and Beyond
2025-01-22 11:00 - 12:00
Webcast overview

Join us on January 22, 2025, for an insightful webcast that will delve into the latest updates and strategic developments in the UK tax landscape for 2025. We’ll cover recent updates, the implementation of Pillar Two, and the implications for US-based multinationals considering the political changes in the US. Don’t miss this opportunity to gain valuable perspectives and practical guidance to navigate the evolving tax environment effectively.

Topics that will be covered on this webcast include:

Updates following the UK Budget in Fall 2024

The framework for UK corporate tax policy for the next five years

Insights into UK tax incentives applicable to US multinational organizations

Continuing education

There will be one continuing professional education (CPE) credit available to US 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.

2025 Board Committee Priorities
2025-01-22 12:00 - 13:00
Join BDO as we delve into the top priorities and emerging trends for board committees in the upcoming year. Panelists will provide valuable insights and strategic guidance to help you navigate the complexities of today’s business environment and board governance.

Q4 2024 IFRS Accounting Standards Quarterly Update (Live Session)
2025-01-22 12:00 - 13:00
Each quarter, BDO USA’s IFRS Accounting Standards leaders will provide updates to international standards, continuing our tradition of providing an easy way for financial management, board directors, and audit committees to stay on top of today’s hot topics and developments.

The content will also include some timely reminders and examples to demonstrate what the debits and credits might look like from a practical perspective. Register for the full 2024 IFRS Quarterly Update Webcast Series.

Preparing your operating model for 2025’s expected trade shifts
2025-01-22 12:00 - 13:00
Substantial tax and trade policy changes are likely under the new administration. Companies need to closely examine their operating models and supply chains to identify risks and explore ways to manage increased tariff and non-tariff barriers. The issues are complex, and changes could happen quickly. Those with global supply chains need to know what to expect, when to expect it and how to prepare now.

Join EY tax, trade and supply-chain strategy professionals for the second in a four-part series of webcasts on the ins and outs of trade policy and its impact on companies’ supply-chain and operating model effectiveness. The following topics will be discussed:

The expected 2025 trade and tax legislative landscape

Trade items to watch

Steps to take now

Panelists

Evan Giesemann, Washington Council Ernst & Young, Ernst & Young LLP

Sameer Anand, EY-Parthenon Americas Supply Chain Leader

Lynlee Brown, Partner, Global Trade, Ernst & Young LLP

Al Paul, EY Americas Operating Model Effectiveness Practice Leader

Moderator

Colleen O’Neill, EY US National Tax Department Leader

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

HR’s Role in Unionization Process for Nonprofits
2025-01-22 13:00 - 14:00
Overview

Join us as our Managed Human Resources (HR) team delves into the critical responsibilities that HR professionals and nonprofit leaders hold during the unionization process within the nonprofit environment. As nonprofits navigate the complexities of labor relations, understanding the legal landscape, fostering open communication, and managing employee relations become paramount. We will explore best practices, share valuable HR insights, and provide actionable strategies to ensure a smooth and compliant unionization process, ultimately fostering a harmonious workplace for all.

Presenters:

Adi Rubin, CPA, Managing Director, CBIZ

Christine Glover, VP of HR – Consulting, CBIZ

Rui Long, HR Manager – Consulting, CBIZ

Zena Curry, HR Director – Consulting, CBIZ

Learning ObjectivesAt the end of this course, the attendee will be able to:

Identify actionable strategies to ensure a smooth and compliant unionization process.

Articulate the critical responsibilities that HR professionals and nonprofit leaders hold during the unionization process within the nonprofit environment.

Recommended CPE: 1 CreditField of Study: Personnel/Human ResourcesDelivery Method: Group Internet BasedProgram Level: BasicPrerequisites: NoneAdvanced Preparation: None

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CBIZ, Inc. 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 courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

**CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, and works closely with CBIZ, a business consulting, tax and financial services provider. CBIZ and CBIZ CPAs are members of Kreston International Limited, a global network of independent accounting firms.

Strategic Decision Making in the Life Sciences Industry: Managing the Build vs. Buy Dilemma
2025-01-22 13:00 - 14:00
In the competitive landscape of the life sciences industry, strategic decision-making is paramount. Among these decisions, the choice between internal development and manufacturing (‘build’) versus partnering with Contract Development and Manufacturing Organizations (CDMOs) (‘buy’) is crucial. This decision can significantly influence a company’s path towards innovation, efficiency, and market success, especially in an era where agility, specialized expertise, and cost-effectiveness are key.

Join us for an insightful webcast that not only explores the make vs. buy decision but also delves into the strategic role of CDMOs across the life sciences industry.

Who Should Attend: This webcast is designed for professionals and decision-makers at life sciences companies, including CEOs and CFOs of Biotech and Pharma Companies, Heads of Research and Development, Operations and Manufacturing Directors, Supply Chain and Procurement Managers, and Strategic Planning and Business Development Executives.

Business transition planning: What is an ESOP and when is it the right choice?
2025-01-22 13:00 - 14:00
Event overview

Many owners of private businesses are searching for a transition plan that not only addresses their personal financial goals but also sets up their businesses for success well into the future. While employee stock ownership plans (ESOPs) are not new, the confluence of the growing number of business owners facing retirement, business owners’ desire to create a lasting legacy and a burgeoning industry of ESOP proponents has put ESOPs front and center in the transition planning conversation. Whether your transition is years away or just around the corner, now is the time to start planning.

Join us Jan. 22 at 1 p.m. EST for a discussion about ESOPs and when they are a good choice for an owner’s transition plan. During this informative webcast, RSM’s team will address the following questions:

What is an ESOP and how does it operate?

Is my business a good candidate for ESOP ownership?

What are the advantages and disadvantages of ESOPs compared to other transition options?

Are the tax benefits of ESOPs real?

This webcast will provide valuable insights into the advantages and operations of ESOPs, helping you determine if an ESOP is the right fit for your business transition strategy. Don’t miss this opportunity to gain essential knowledge and prepare your business for a successful transition when the time comes.

Register now to secure your spot and stay informed about the potential benefits and considerations of ESOPs for your business.

SaaS Accounting: Software Platforms & Insights
2025-01-22 13:00 - 14:00
The landscape of SaaS business operations and management is rapidly evolving, and accounting platforms play a crucial role in this transformation. These systems and tools are not just about bookkeeping; they are integral to strategic decision making and provide a cornerstone for sustainable growth.

Learning Objectives

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

Recognize financial considerations for SaaS businesses.

Evaluate modern accounting platforms for SaaS operations based on scalability, integration, and specific features.

Apply key SaaS metrics and KPIs for financial decision making.

CPE Information

1.00 CPE Credit (pending approval)

One credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance, during live broadcast.

2025 tax legislation: What to expect from the Trump administration
2025-01-22 14:00 - 15:00
2025 is a critical year for federal tax rules. The Tax Cuts and Jobs Act (TCJA) is set to sunset at the end of the year, and new legislation will be pursued by the second Trump administration and Republican majorities in Congress. Tax legislation might even be completed within the first few months of the year to both extend the TCJA and implement a number of other priorities. Our tax specialists will review the tax proposals from the incoming Trump administration and key members of Congress and identify tax-planning opportunities.

Learning objectives:

Compare the tax rules expiring at the end of 2025 with tax proposals from President-elect Trump and Republican leaders in Congress.

Identify the timing for tax legislation, including the impact of congressional procedures.

Evaluate tax-planning opportunities that exist now and in the future based on anticipated tax legislation.

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

Proposal and Pricing Strategies to Win Federal Contracts
2025-01-22 14:00 - 15:00
Winning government contracts often hinges on your proposal and pricing strategies, so understanding proposal development and price structuring is crucial.

Join us for our webcast, Proposal and Pricing Strategies to Win Federal Contracts, in which we’ll break down the key elements of developing competitive and compliant proposals that meet government standards. We’ll cover:

Federal Acquisition Regulations (FAR)

Crafting pricing structures

Strategies for balancing competitiveness with profitability

Designed for both seasoned contractors and those new to federal contracting, this session will provide the knowledge you need to succeed in a highly regulated environment.

Why Small Businesses Need to be Innovating in 2025: Insights and Updates for CPAs on Monetizing R&D Activities
2025-01-22 14:00 - 15:00
Many companies today are seeking to remain competitive and grow their businesses through innovation in new products, processes and other related activities. However, staying up-to-date on opportunities to monetize tax credits for qualifying research and development (R&D) activities can be challenging. That may be why it is estimated that only one-third of eligible businesses claim the R&D Tax Credit*. Businesses and their tax practitioners must understand the existing rules and regulations surrounding R&D as well as the future impact on overall tax compliance.

If your business is investing time and resources into improving products, processes or solutions then join us to understand your potential eligibility for a federal or state R&D tax credit(s). We will discuss critical updates and review key statutory milestones, and forecasts, that will help you gain valuable insights for navigating these complexities of the R&D tax credit program for 2025 and beyond.

Learning Objectives:

Identify qualifying activities and cost for R&D

Discuss recent IRS pronouncements and impacts of Section 174 amortization

Identify significant changes to Form 6765

Recognize the implications of AI and remote workers on the 2025 tax compliance process

*How to File an R&D Tax Credit (uschamber.com)

Register today!

Delivery Method: Group Internet

Course Level: Basic

Field of Study: Specialized Knowledge

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)

Up Next for Internal Audit: AI Agents
2025-01-22 14:00 - 15:00
Description:

Simply put, AI agents are smart computer programs that can do tasks and make decisions on their own without needing someone to control them directly. In this session, we’ll demystify what AI agents are, explore their practical applications in audit, and clarify how they differ from traditional robotic process automation (RPA) solutions. Plus, we’ll demonstrate how to build and implement an AI agent, showing you the future of audit automation in action.

Learning Objectives:

Define AI agents and explain their role in transforming audit processes.

Identify real-world use cases and practical platforms where AI agents can be utilized.

Demonstrate the development of an AI agent and compare it with RPA.

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.

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!

Ethical and Professional Practice
2025-01-22 14:00 - 15:00
Webinar Highlights

In this webinar, we discuss the importance of professional ethical practice for those engaging in expert and specialist roles within an organizational framework.

We start with a brief overview of difficult and non-standard situations to demonstrate appropriate decision-making skills. This leads to a conversation about the legal, ethical, and professional issues relating to working within an expert/specialist practice setting. Then, we explore how organization development (OD) expert/specialist practice being undertaken has an impact on current and future implications for the profession.

This webinar examines how to gain competence by focusing on the enhancement of OD skills and underpinning knowledge in an evolving expert/specialist role.

Bring Your Data Alive in 2025 With Power BI
2025-01-23 10:00 - 11:00
Are you ready to activate the true power of your data and turn it into practical insights? Join us for an interactive webinar, where we’ll show you how to bring your data to life with Microsoft Power BI. Whether you’re a data analyst, business professional, or a data enthusiast, this session will help equip you with the knowledge to use Power BI for effective data visualization and analysis. Don’t miss this opportunity to learn more about Power BI and how to create compelling, informative data visualizations.

Learning Objectives

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

Describe how the Insights feature can be used to get answers to questions.

Explain how users can get notifications about report results.

Define how artificial intelligence and ad hoc reporting can be used in Power BI.

CPE Information

1.00 CPE Credit (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.

On the 2025 board agenda
2025-01-23 11:00 - 12:00
Webcast overview

Join us for the first KPMG Board Leadership Center quarterly webcast of 2025 as our KPMG Board Leadership team discusses the critical challenges and priorities driving board and committee agendas in the year ahead.

2025 Global economic outlook: steering through conflicting currents
2025-01-23 11:00 - 12:00
The global economic landscape in 2025 is set to be shaped by a convergence of challenges and opportunities. Evolving market dynamics, geopolitical realignments and transformative structural trends across industries are poised to redefine the contours of global growth. Against this backdrop, business leaders must navigate an environment characterized by uncertainty, competing forces and shifting priorities.

In this year’s outlook, we explore six pivotal global macroeconomic themes and geopolitical shifts that will shape the path of major economies in 2025. From the United States’ unique role as both a growth leader and disruptor, to the challenges of navigating trade and geopolitics in a fragmented world, these forces will test resilience and strategy. Inflation volatility, labor market transformations fueled by talent scarcity and new technologies, and the recalibration of monetary and fiscal policies will demand innovative solutions.

Join us as we unpack these critical drivers of change, offering actionable insights to help leaders anticipate challenges, seize opportunities and chart a resilient path forward in an increasingly interconnected world.

Our panelists will discuss:

US exceptionalism: a growth leader and disruptor

Trade and geopolitics: derisking in a fragmented universe of inflation and monetary policy

Inflation volatility: price pressures and supply fragilities

Monetary policy: reasons to recalibrate and recalibrate with reason

Labor in flux: talent scarcity, productivity and AI

Fiscal policy: a delicate balancing act

Panelists

David Li, EY Geostrategic Business Group, China Risk Consultant, Ernst & Young LLPx

Gregory Daco, EY-Parthenon Chief Economist, Strategy and Transactions, Ernst & Young LLP

Marek Rozkrut, EY EU & CESA Chief Economist; EMEIA Economists Unit Head

Chief Audit Executive Outlook for 2025: A new administration, a new path forward
2025-01-23 11:00 - 12:30
Webcast overview

The outcome of the November 2024 US elections will strongly influence the economic environment across all industries. As audit executives continue planning their 2025 agendas, disparate outlooks on economic growth can potentially influence their areas of focus. What scenarios might be possible and how can businesses best prepare for each one?

Join KPMG for an exclusive economic update tailored specifically for chief audit executives, SOX professionals, and risk decision makers. During our webcast, KPMG Senior Economist Yelena Maleyev will provide an in-depth analysis of the current US economic landscape and the key factors influencing future trends.

Following Yelena’s presentation, solution leaders from the KPMG Internal Audit and Controls Network will share their insights on the economic forecast and its implications for 2025 planning.

Specifically, they will discuss:

How to enhance your SOX risk assessment processes to incorporate external risk factors.

Potential risks and considerations for internal audit, SOX, and enterprise risk management, as they relate to economic scenarios for 2025.

Leading practices to monitor macroeconomic indicators and their impacts on the enterprise in order to better position internal audit activities to address the risks that matter most.

Excellence Redefined: Empower Not-for-Profits to Thrive in 2025
2025-01-23 12:00 - 13:30
Join CBIZ for a not-for-profit webinar to equip yourself with the knowledge and tools not-for-profits need to excel in the evolving financial landscape in 2025. Our featured speaker, William Jarvis, a philanthropic executive at Bank of America, will review key insights from Bank of America’s Study of Philanthropy Report, highlighting important current and industry trends not-for-profit leaders should know.

Course Objectives:

After completing this course you will be able to:

Evaluate current industry trends and predictions for 2025, including their impact on financial decision-making

Strategically plan and develop practical solutions for the upcoming year to maximize efficiency

Understand how to apply key insights from Bank of America’s philanthropy report to their future business plans

Other Webinar Details:

CPE: This webinar is eligible for up to 1.8 Specialized Knowledge CPE credits.

Prerequisites: Attendees should have a minimum of 6 months of experience in the accounting industry and some experience with not-for-profits

Advance Preparation: None

Program Level: Update

Upon registration, you will receive a confirmation email with your link to join the session. DO NOT SHARE THIS LINK WITH OTHERS AS IT IS UNIQUE TO YOU. Sharing the join link with others may prevent you from receiving CPE credit for attending the session.

If you require a reasonable accommodation in order to participate in this event, please email abilities@cbiz.com or call (816)841-4025.

Optimizing financial and back-office operations for scalable growth in tech companies
2025-01-23 13:00 - 14:00
Event overview

As tech companies scale, the complexity of financial and back-office operations can become a roadblock to growth. This webcast will explore strategies for streamlining these critical functions to enhance efficiency, reduce risk and support rapid expansion. By integrating automation, optimizing resource management and leveraging outsourcing, tech companies can ensure their operations are scalable and sustainable. Attendees will gain insights into how these optimizations can enhance overall performance, support informed decision making and align with long-term growth goals.

Key topics:

Aligning operational systems with growth strategies to ensure seamless scalabilityces.

Automating financial processes to reduce errors and increase efficiency

Integrating financial and IT systems for improved data flow and decision making

Leveraging external providers for back-office functions like finance, IT and compliance

Managing financial risks and resource bottlenecks associated with rapid growth

The curious connection between mega mergers and corporate divestitures
2025-01-23 13:00 - 14:00
Regulatory scrutiny may force buyers to incorporate divestitures into their strategy to get a mega merger through approval. In fact, of the 50+ mega deals already announced in 2024, many have included divestitures as part of their larger transaction.1 Similarly, sellers striving to transform their organization may face buyers with a different intended scope (e.g., assets inside/outside the suggested perimeter). M&A players should consider complex divestitures ahead of time. In this session, we’ll discuss:

M&A mega merger trends and challenges

Considerations for incorporating divestitures into M&A strategy

Lessons learned to help enhance readiness and avoid last-minute disruptions

1 Deloitte analysis of M&A data generated via S&P Capital IQ, accessed October 28, 2024.

Leading Practices for Audit Preparation with FinQuery, FloQast, and Crowe
2025-01-23 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.

Audit Hack: Fast-Tracking ISO 27001 Certification with SOC 2
2025-01-23 13:00 - 14:00
Get ready to uncover the game-changing power of leveraged audits in our upcoming webinar. Top-tier cybersecurity pros will break down how you can take the evidence from your SOC 2 examination and pivot it toward ISO 27001 certification. By optimizing your existing audit efforts, you can significantly reduce the time, resources, and complexities involved. This webinar is all about making audits smarter, not harder. If you’re looking to streamline your compliance processes and stay ahead of the curve, this is the session you won’t want to miss.

Learning Objectives: – Discover key similarities and differences between SOC 2 and ISO 27001, and how they influence SOC 2 audits for ISO 27001 certification. – Learn to repurpose SOC 2 evidence for ISO 27001 certification and apply these strategies to compliance efforts. – Identify and analyze SOC 2 audit evidence that is easily adaptable for ISO 27001 requirements. – Understand how leveraging audit evidence affects the timeline and costs of achieving ISO 27001 certification. – Get actionable advice to navigate integrated audits effectively.

Internal Audit’s Role in Cybersecurity Collaboration
2025-01-23 13:00 - 14:30
Event details

Strengthening cybersecurity in the public sector is all about teamwork. In this webinar, industry specialists will offer strategies for strengthening the cybersecurity risk solutions in your organization and safeguarding your internal audit work. Our speakers will discuss how to collaborate with staff, leadership, and IT departments, as well as contractors and other parties on demonstrating the importance of cybersecurity. We’ll also explore how internal auditing can bolster confidence in your organization’s cybersecurity initiatives.

Learning objectives

As a result of participating in this event, you should be able to:

Discuss the importance of cybersecurity for public sector internal auditors and present an overview of relevant guidance and tools

Examine a State of Florida case study to reveal practical strategies for handling cybersecurity risks and delivering assurance and advisory services on cybersecurity issues

Review measures for securing public sector internal audit work in software and applications such as FedRAMP and StateRAMP

Prepare suggestions for offering cybersecurity assurance services to a public sector organization when there are insufficient internal audit resources

Who should attend

Chief audit executives, auditors general, inspectors general, audit directors, audit managers, audit staff, and related personnel in the public sector

Presenters

Mark Maraccini, Partner, Consulting, Crowe

Pamela J. Stroebel Powers, Director, The Institute of Internal Auditors

Additional information

For additional information, please contact Allison Hill.
