Free Live CPE Calendar

3 CPE - Accounting Automation Summit
2025-02-13 13:00 - 16:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
FinQuery’s Accounting Automation Summit will equip you with the knowledge and tools to tackle your accounting challenges in 2025. First, we’ll show you how to optimize your financial processes for M&A activity from a CFO’s perspective, including strategies for avoiding the pitfalls of spreadsheets. Next, we’ll explore how to automate prepaid and accrual accounting, centralize contracts, and streamline budgeting processes. Finally, we’ll guide you through selecting and implementing the perfect lease accounting technology for your organization, ensuring a smooth transition and maximizing efficiency.

Hear from experienced CFOs on how to optimize your financial processes for transactions, including M&A activity.

Discover how to master contract management and automate prepaid and accrual accounting.

Learn how to centralize contracts, track key dates, and streamline budgeting processes.

Identify the limitations of your current lease accounting software or spreadsheets.

Gain insights into selecting and implementing new accounting software.

Why a REIT?
2025-02-13 14:00 - 15:00
Join Forvis Mazars for an informative webinar that will provide a general overview of real estate investment trusts (REITs). Topics covered will include why a REIT is beneficial for real estate owners, developers, and investors and the requirements for becoming one.

Learning Objectives

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

Discuss the benefits of forming or owning a REIT.

Outline how to meet the REIT requirements.

CPE Information

1.00 CPE Credit (pending approval)

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

Measuring mental health & substance use disorder access, treatment & recovery
2025-02-13 14:00 - 15:00
Webcast overview

In this session, KPMG and The Kennedy Forum will demonstrate how advanced data insights can be used to measure progress in achieving mental healthcare access, treatment, and outcomes. We will engage in cross-sector discussion to better understand the current state of mental health and addiction medicine treatment in society, identify rising challenges, and explore solutions that can drive meaningful change.

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.

Higher Ed & Social Media: A Look at Fall 2024 Headlines
2025-02-13 15:00 - 16:00
The 2024 fall semester did not have a shortage of news. Demographic, geographic, and social trends have and will continue to impact higher education institutions. Join us for an insightful webinar, where we’ll take a look at what we noticed in higher education social media. By staying updated on these trends and current events, institutions can be better prepared for strategic planning with an understanding of what other institutions are facing. Don’t miss this opportunity to catch up on the headlines from the fall semester.

Learning Objectives

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

Identify demographic trends impacting higher education.

Discuss geographic trends in enrollment.

Describe current events in higher education and other institutional pressures.

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.

2025 board priorities: reinvesting for the future
2025-02-13 15:00 - 16:00
Join the EY Center for Board Matters on Thursday, February 13, at 3:00 p.m. ET for another episode in our webcast series, Better Questions for Boards, designed to provide directors with insights and questions to consider as they engage with management on a variety of complex boardroom issues.

EY research shows that CEOs are optimistic about growth and investment opportunities in 2025. Our panel members will talk about how successful boards can support the reshaping of portfolios to reinvest for the future, including investments in technology. They will also address how boardroom discussions are moving beyond the basics of technology and relevant use cases to more strategic conversations about how to scale technologies for competitive advantage while addressing rising cybersecurity risks. Finally, they will explore the areas in which boards want to focus more time and resources as they consider their connected and sometimes competing priorities.

This 60-minute CPE-eligible webcast will be moderated by Robyn Bew from the EY Americas Center for Board Matters.

Panelists will include:

Tracey Doi, Board Member at Pentair PLC and Quest Diagnostics Inc.

Jim Doucette, Global EY Parthenon Consumer Products & Retail Leader, Ernst & Young LLP

Beatriz Sanz Sáiz, EY Global AI and Data Leader

Brian DePersiis, EY Americas Cybersecurity Strategy Leader, Ernst & Young LLP

Yvette Kanouff, Board Member, Sprinklr, Entegris, Amdocs, and Science Applications International

Establishing Healthy Habits
2025-02-14 12:00 - 13:00
Webcast overview

In the high-pressure environment of professional careers, maintaining wellness can often be pushed aside. This KPMG Women of Risk Community webcast aims to empower professionals with the tools and knowledge they need to prioritize their health and well-being. Featuring insights and personal stories from our panelists, we will cover essential strategies for integrating rest, exercise, and mental well-being into busy lives. Participants will leave with actionable steps to enhance their physical and mental health, ultimately contributing to greater professional and personal success.

Specifically, our speakers will discuss:

Recognize the Impact of Health on Professional Success: Understand how prioritizing rest, exercise, and mental well-being directly contributes to increased productivity, creativity, and overall job satisfaction.

Implement Practical Health Strategies: Apply practical strategies and techniques to incorporate adequate rest, regular physical activity, and mental health practices into their daily lives, even with demanding schedules.

Identify and Manage Burnout: Recognize early signs of burnout and stress, and use effective tools to manage them, ensuring sustained mental well-being and resilience in their professional and personal lives.

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.

Power Automate 101
2025-02-18 11:00 - 12:00
Discover the transformative potential of Microsoft Power Automate in this in-depth introduction. Learn how to streamline business workflows and enhance organizational productivity through automated processes. Gain insights into managing work queues to compartmentalize complex processes, leading to improved efficiency and scalability. Join us to explore how automating repetitive tasks can help save time, reduce errors, and boost productivity across your organization.

Learning Objectives

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

Recognize the fundamentals of Power Automate and its business applications.

Define how to implement and manage work queues for improved efficiency.

Describe best practices for automation workflow management.

Apply Power Automate to real-world business scenarios.

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.in the Specialized Knowledge field of study may be awarded upon verification of participant attendance during live broadcast.

4 CPE - 2025 Higher Education Virtual Conference
2025-02-18 12:00 - 16:00
2025 and Beyond: Higher Education Trends and Insights from Industry Leaders

We’re returning for the seventh year with insightful content designed to help you navigate the evolving landscape of higher education. Register now to secure your spot for both days of the conference.

CPE

February 18, Day 1— 4 CPE credits available: 1 credit Economics; 2 credits Specialized Knowledge; 1 credit Information TechnologyFebruary 25, Day 2— 4 CPE credits available: 1 credit Accounting (Governmental); 1 credit Personnel/Human Resources; 1 credit Specialized Knowledge; 1 credit Information TechnologyPrerequisites: None Program level: Overview Advance preparation: None Delivery method: Group Internet BasedView CPE sponsorship information

2025 SNF Benchmarking Report: Strategies to unlock transformational success
2025-02-18 14:00 - 15:00
Skilled nursing facilities have faced various challenges in recent years, namely labor shortages and governmental regulations. Join our industry leaders to discover how to equip your organization with the data and knowledge needed to achieve financial stability in 2025 and beyond.

Skilled nursing facilities (SNFs) have faced numerous challenges in recent years, including increased regulations, reporting requirements, and labor shortages. As a leader in senior care, it’s crucial to use timely benchmark data to enhance operations and develop successful strategies. Whether you’re aiming to stay ahead of federal staffing mandates, navigate Medicare growth, or excel in value based purchasing, our data and insights are designed to help you achieve future success.

Learning objectives:

Determine how benchmarks can help you better compete in your market, achieve regulatory compliance, and increase financial stability.

Explore how Medicare cost report data can help improve revenue and reduce expenses to strengthen margins and better align with the industry trends.

Learn how to improve your organization’s data outcomes by using the payroll-based journal and 5-star benchmark data.

Understand current Medicare Advantage trends and how to avoid pitfalls to position your organization to improve these margins.

Speakers:

Denise Leonard | Management consulting partner, Plante Moran

Brent Willett | President and CEO, Iowa Healthcare Association

Moderator:

Robert Long | Management consulting partner, Plante Moran

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.

Insights from our 2025 Private Company Executive Compensation Survey
2025-02-18 14:00 - 15:00
Don’t miss this opportunity to gain critical insights on executive compensation practices at many private companies. Our webcast will delve into the results of our 2025 Private Company Executive Compensation survey. We’ll discuss:

How private companies we surveyed are structuring their compensation packages to attract and retain top talent

Key findings from our survey and the latest trends in executive compensation at private companies

State & local tax issues impacting the real estate industry
2025-02-18 14:00 - 15:00
In this webcast, panelists discuss changes impacting income tax compliance, real estate transfer tax trends and the Inflation Reduction Act.

Join us for an insightful webcast as we delve into state and local tax developments impacting the real estate industry. This session will provide a comprehensive overview of state and local tax trends specific to real estate and essential considerations for 2025 and beyond.

The following topics will be discussed:

Income tax compliance season reminders

New York State and NYC regulations

The shift away from property-based franchise taxes

Sunsetting of the Tax Cuts and Jobs Act (TCJA) and the implications for states

Recent real estate transfer tax updates and trends with distressed debt

The state tax impact of the Inflation Reduction Act (IRA)

Don’t miss this opportunity to stay informed and ahead of the curve in the dynamic world of state and local real estate taxation.

Panelists

Manuel DeMoya, Senior Manager, State & Local Tax, Ernst & Young LLP

Amy McLocklin, Senior Manager, State & Local Tax, Ernst & Young LLP

Matthew Sutterlin, Senior Manager, State & Local Tax, Ernst & Young LLP

Doug Upton, Senior Manager, State & Local Tax, Ernst & Young LLP

Moderator

Patrick Doyle, Principal, 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

What the Trump administration means for business leaders in 2025
2025-02-18 14:00 - 15:00
This webcast will offer a timely discussion of how executives can stay ahead in a second Trump administration. Please join our panel for insights on early executive actions, the outlook for tax legislation, and perspectives on how regulatory shifts could impact the business environment.

Host

Kristin Valente – EY Americas Chief Client Officer | EY – US

Presenters

John Hallmark – EY US Political and Legislative Leader | EY – US

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

Adam Francis – Washington Council Ernst & Young

Adam Barbina – Geostrategy Lead, EY Geostrategic Business Group

Expanding CUI Regulations
2025-02-19 12:00 - 13:00
This webcast dives deep into the expanding landscape of Controlled Unclassified Information (CUI) regulations, equipping participants with the knowledge and expertise necessary to navigate the complex requirements. The curriculum focuses on essential topics, including the recently finalized Cybersecurity Maturity Model Certification (CMMC) rulemaking, DFARS 252.204-7021 compliance, and upcoming proposed rules, such as the new FAR CUI proposed rule and the Department of Education proposed CUI rule. Participants will gain a thorough understanding of the regulatory framework, compliance obligations, and best practices to ensure compliance with CUI regulations. Through a combination of expert instruction, DoD lessons learned, and contextual discussions, this webcast informs Federal, DoD and Higher Education organizations of how to navigate the evolving CUI landscape with confidence and competence. Stay ahead of the curve and enhance your organization’s compliance efforts by enrolling in this comprehensive CUI regulations course.

The Department of Defense (DoD) is finalizing the Cybersecurity Maturity Model Certification (CMMC) rulemaking as part of the expanding landscape of Controlled Unclassified Information (CUI) regulations, which aims to enhance cybersecurity practices among DoD Contractors. The CMMC framework establishes a tiered approach to cybersecurity requirements, ensuring that contractors meet specific cybersecurity standards based on the sensitivity of the CUI they handle.

The proposed new FAR CUI rule published on the Federal Register website will apply the controlled unclassified information (CUI) program requirements in Federal contracts in a uniform manner to protect CUI. This rule is one element of a larger strategy to improve the Government’s efforts to identify, deter, protect against, detect, and respond to increasing sophisticated threat actions targeting Federal contractors. https://www.federalregister.gov/documents/2024/08/16/2024-16464/semiannual-regulatory-agenda

The Department of Defense (DoD) is finalizing the Cybersecurity Maturity Model Certification (CMMC) rulemaking as part of the expanding landscape of Controlled Unclassified Information (CUI) regulations, which aims to enhance cybersecurity practices among DoD Contractors. The CMMC framework establishes a tiered approach to cybersecurity requirements, ensuring that contractors meet specific cybersecurity standards based on the sensitivity of the CUI they handle.

The proposed new FAR CUI rule published on the Federal Register website will apply the controlled unclassified information (CUI) program requirements in Federal contracts in a uniform manner to protect CUI. This rule is one element of a larger strategy to improve the Government’s efforts to identify, deter, protect against, detect, and respond to increasing sophisticated threat actions targeting Federal contractors. https://www.reginfo.gov/public/do/eAgendaViewRule?pubId=202404&RIN=1845-AA25

Data Governance & The Modern Audit
2025-02-19 12:00 - 13:00
Join BDO as we delve into the critical role that data management plays in an organizations’ operational efficiency, effectiveness, and in today’s business landscape. This recognition extends to the realm of external audits, where the organization and accessibility of data can significantly impact the audit process. Having a strong data management foundation underscores the transformative potential of leveraging data analytics in audits, leading to more effective and efficient high quality audits.

Trending now: It’s a new year, looking back and thinking forward
2025-02-19 12:00 - 13:00
As we start the new year, it’s crucial to reflect on last year’s changes and trends and plan for the future. Join us to discuss changes in regulations, audit trends, and other trends that may affect your company this year and actions companies may wish to take as a result. We’ll discuss:

Cybersecurity Maturity Model Certification—it’s here

Incurred Cost Submission, Schedule M—the most important schedule?

False Claims Act—tie off those discussions

Is it business as usual in 2025?

Navigating the Future: 2025 Life Sciences CFO Outlook Survey
2025-02-19 13:00 - 14:00
Join us for an insightful webinar as we unveil the findings of the 2025 Life Sciences CFO Outlook Survey. Our panel of life sciences CFOs will delve into the critical themes shaping the future of the life sciences industry. Designed for CFOs, financial leaders, and industry stakeholders, this session will provide a comprehensive analysis of the challenges and opportunities that lie ahead.

Key Themes:1. Securing Funding:Discover the latest trends and strategies in securing funding for life sciences companies. Our experts will explore innovative financing options, investor expectations, and the evolving landscape of capital markets. Learn how CFOs are navigating financial challenges to fuel growth and innovation.

2. R&D Priorities:Gain insights into the shifting priorities in research and development. We’ll discuss how CFOs are aligning R&D investments with strategic goals, balancing risk and reward, and fostering collaboration to drive scientific breakthroughs. Understand the critical role of R&D in maintaining competitive advantage and advancing patient care.

3. Supply Chain and Manufacturing:Explore the complexities of supply chain and manufacturing in the life sciences sector. Our panel will address the impact of global disruptions, regulatory changes, and technological advancements on production and distribution. Learn how CFOs are optimizing operations to ensure resilience, efficiency, and sustainability.

State and local tax updates for investment managers - CA, NY, and beyond
2025-02-19 13:00 - 14:00
State taxation of investment managers and investment funds continues to evolve in an already complex regulatory and compliance environment. With audits on the rise and many companies’ state and local tax footprint continuing to expand due to remote work and economic nexus thresholds, it is important to stay apprised of developments affecting the investment management industry. We’ll discuss:

Los Angeles and San Francisco tax updates

California proposed changes to market-based sourcing regulation

Recently enacted New York state corporate regulations

Pending New York City corporate regulations

Create an Organization of Change Makers
2025-02-19 13:00 - 14:00
Change is constant, but managing it effectively is key to organizational success. Without a structured approach to managing these transitions, organizations risk losing valuable talent and momentum, making it crucial to address these pain points head-on.

Effective change management provides a framework that helps reduce disruption and empowers employees to embrace change as an opportunity for growth.

Join us for our webcast, Create an Organization of Change Makers, to learn strategies for engaging your teams, effectively communicating change management plans, and executing these plans successfully.

International tax talk quarterly series with the EY Global Tax Desk Network
2025-02-19 13:00 - 14:00
Major tax policy shifts and new regulations are transforming the global tax landscape, creating challenges and some uncertainty for businesses in the months ahead. Staying compliant and competitive means understanding these changes and proactively assessing their impact on your operations.

Join our Global Tax Desk professionals as we discuss the EU tax agenda for 2025 and beyond, highlighting upcoming priorities and expected developments and how they may impact EU and overall global tax considerations. We will also explore how geopolitical activity is reshaping tax policy, with insights into what businesses and policymakers should anticipate.

PanelistsMaikel Evers, EU Tax Policy Hub Leader, Ernst & Young Belastingadviseurs LLPAruna Kalyanam, EYGlobal and Americas Tax Policy LeaderGagan Malik, Asia Pacific Business Group Tax Desk Leader, Ernst & Young LLP (US)

ModeratorJose A. Bustos, BEPS Desk Leader, Ernst & Young LLP (US)

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

The ABCs of Foreign Tax Credit for Individuals (FTC)
2025-02-19 13:00 - 14:00
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 purpose of FTC is to mitigate the potential effects of double taxation. The individual FTC is reported on Form 1116.

This free webinar will discuss:

Eligibility

Limitations

Adjustments

Sourcing

Substantiation

Impact of treaties

New F1116 Schedules B & C

Plus, a live Q & A

Certificates of completion are being offered. Tax Professionals: Earn up to 2 CE credits. Category: Federal Tax.

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

Date: Feb. 19, 2025Time: 1 p.m. (Eastern); 12 p.m. (Central); 11 p.m. (Arizona and Mountain); 10 a.m. (Pacific), 8 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.

Navigating the Third-Party Risk Landscape: Best Practices for Today's Businesses
2025-02-19 13:00 - 14:00
Description:

Third-party relationships carry key risks that have significant impact on your business operations — an expanding vendor ecosystem, sensitive data sprawl, savvy threat actors, and increased regulatory scrutiny. In regulated industries, courts of law, and the court of public opinion, an organization cannot escape blame. This includes potentially severe repercussions in terms of reputation or financial penalties if a third-party provider fails to perform as contracted or suffers its own unfortunate event or unethical practices. In this high-stakes environment, running a comprehensive third-party risk management (TPRM) program is more important than ever. In this session, we’ll discuss best practices and the trends we’re seeing across industries to help you stay up to speed on the vendor risk landscape.

Learning Objectives:

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

Describe the importance of TPRM and recent drivers of increased third-party risk.

Outline key components of a comprehensive TPRM program, including how process and technology come together.

Define effective program governance through all three lines of defense.

Identify common TPRM pitfalls and challenges.

Measure their TPRM program’s success.

CPE Credit(s): 1

Field of Study: Information Technology

Instructional Delivery Method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced Preparation: None

*Click here for more CPE Information.

Beyond the Ballot: Navigating the First 100 Days
2025-02-19 14:00 - 15:00
As we anticipate the first 100 days of the new administration, employers are gearing up to face an evolving compliance landscape. Many are preparing to tackle the challenges introduced in recent years while closely monitoring the proposals being developed in Congress and at the state level. With unresolved legislative priorities resurfacing and a new agenda on the horizon, what should employers expect during this critical period?

Join us to gain valuable insights into these upcoming developments and how they may impact your organization.

This webcast will be recorded and a replay link will be sent to all registrants after the webcast. So, register for the event even if you can’t attend the live session.

Join us today!

Pending approval for 1 HRCI, 1 SHRM, and 1 CPE credit.

Navigating the latest in qualified small business stock exclusions
2025-02-19 14:00 - 15:00
Event overview

Join us for an insightful webcast where we delve into the opportunities and challenges surrounding the section 1202 qualified small business stock exclusion, one of the Internal Revenue Code’s largest tax benefits available to private equity funds, venture capital, and small to midsize business owners. This course will discuss the interesting opportunities and uncertain issues surrounding the exclusion.

Section 1202 survived attempts to curtail the benefit under the Biden administration, and with a new administration in office, it appears that section 1202 will remain an opportunity into the future. As an exclusion, the benefit is not phased out like deductions and credits often are, so qualification for the exclusion is critical. RSM advises thousands of taxpayers that hold or are qualified small businesses and have seen both the benefit of multiplying the exclusion through estate planning, as well as the problem of making minor foot faults and risking millions in tax savings. Join our webcast and hear from RSM tax professionals with deep knowledge in how to qualify for and then maximize the exclusion.

Tax Readiness: Much ado about Pillar Two
2025-02-19 15:00 - 16:00
On the first day of the Trump administration, President Trump signed an executive order that essentially nullifies the US’s agreement to the Pillar Two project. Additionally, the OECD released its fifth batch of substantive Administrative Guidance, covering transition rules on deferred tax assets, a list of countries that have (temporary) ‘qualified’ Pillar Two rules, an updated GloBE Information Return (GIR), an updated XML Schema and a Multilateral Competent Authority Agreement (MCAA) to facilitate central filing and exchange of the GIR. On this webcast, we will cover the impacts of excluding certain deferred tax assets, what President Trump’s Executive Order means for the OECD Pillar Two Project and what registration and notification deadlines taxpayers should be aware of. CPE-eligible for 1 Tax credit.

Negotiation Skills for Driving PBM Contract Savings
2025-02-20 11:00 - 12:00
This webcast will explain the Pharmacy Benefit Management (PBM) value chain and highlight potential areas to realize savings through a competitive PBM contract bidding process.

Companies will discover which contract components to focus on, key terms and conditions to be aware of, and how negotiating these items can help reduce overall pharmacy spend. This webcast will highlight which contract terms can be the most impactful.

Real Estate Tax Chat: A Focus on Captive Insurance
2025-02-20 13:00 - 14:00
Webcast overview

Given the changes in the way insurance firms price for risk for real estate, a growing number of real estate investors are exploring the creation of captive insurance companies.

Join KPMG LLP (KPMG) for a Real Estate Tax Chat focused on considerations in using captive insurance, where we will discuss:

The commercial reasons driving the use of captive insurance companies

Tax consequences to captive insurers and their policyholders

How ownership of a captive insurer impacts a REIT’s compliance with the income and asset tests

The session will be hosted by KPMG US Building, Construction & Real Estate Tax Industry Leader, Ryan Taylor, and will feature Lori Robbins, Scott Salmon, and Stephen Giordano from the KPMG Washington National Tax practice. We will also be joined by Jeremy Smith from the KPMG Insurance practice.

Navigating tax and mitigating risk amid political uncertainty
2025-02-20 14:00 - 15:00
Event overview

The political uncertainty in Canada and the U.S. adds to the challenges of tax planning. In this webcast, RSM Canada advisors will lay out the current situation on both sides of the border, what it could mean for your business and what strategies you can use to mitigate risk.

Join the conversation on Feb. 20 at 2 p.m. ET as our panel discusses key issues Canadian companies are facing, including tariffs, capital gains tax legislation, green credits, scientific research and experimental development (SR&ED) tax incentives and upcoming federal and provincial budgets.

Strategic treasury insights: Findings from Deloitte's Global survey
2025-02-20 14:00 - 15:00
More than ever, finance organizations are evolving in response to growing economic, technological, and regulatory changes. Join us as we discuss our 2024 Global Corporate Treasury Survey and explore valuable perspectives on the increasing importance of treasury, the adoption of digital tools, and the focus on risk management and liquidity. We’ll discuss:

Enhancing processes, controls, and automation through digital transformation

The strategic roles of treasury in improving working capital and supporting finance leadership

Navigating opportunities and challenges in adopting Generative AI

Specialized Knowledge

Tax in a time of transition -February 21, 2025
2025-02-21 12:00 - 13:00
Companies need to keep pace with a tax and economic environment in transition. This requires understanding tax policy trends and anticipating future developments that could impact their operations.

Join us for a fast-paced overview of recent tax and economic developments designed to help you stay on top of changes in today’s shifting economic, legislative and regulatory environment. In this regularly occurring webcast series, panelists will provide updates on:

The US economy and tax policy

What’s happening at the IRS

Breaking developments

We hope you will be able to join us.

Presenters

Colleen O’Neill

EY US National Tax Department Leader

2025 Future of Fintech: Risk, Tax, and ESG Trends To Watch
2025-02-24 13:00 - 14:30
Event details

Join us on Feb. 24 for the next installment of the Crowe “Future of Fintech” webinar series, designed to provide valuable insights for professionals in banking and fintech. This series brings together experienced industry leaders to explore key developments in regulatory risk, tax policy, and other emerging issues.

As the financial industry enters 2025, organizations face a dynamic landscape shaped by evolving regulations, postelection regulatory agency and tax changes, and growing environmental, social, and governance (ESG) reporting requirements. This webinar will equip you with practical strategies to navigate:

Regulatory developments. Discuss the current and near-term regulatory environment with a focus on fintech-specific regulatory issues, bank-fintech arrangements, and third-party risk management.

Postelection tax updates. Recognize new positioning on tax policy and its potential impact on financial operations in the fintech sector.

ESG compliance trends. Gain clarity on emerging ESG regulations, including the California climate rules, and their implications.

Learning objectives

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

Recognize current applications of the regulatory environment for fintechs and bank-fintech arrangements and develop strategies to address regulatory objectives for 2025

Identify existing tax laws scheduled to sunset, evaluate postelection tax policy updates, and assess their potential impact on financial operations in the fintech sector

Analyze recent updates in ESG regulations and their potential impact on business operations

Evaluate emerging trends in the ESG regulatory environment and their implications for future compliance strategies

Additional information

For additional information, please contact Jonathan Losey.
