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DTSTART;TZID=America/New_York:20240729T123000
DTEND;TZID=America/New_York:20240729T133000
DTSTAMP:20240628T222944Z
CREATED:20240628T222934Z
LAST-MODIFIED:20240628T222944Z
UID:10007655-1722256200-1722259800@www.freelivecpe.com
SUMMARY:IRS Hot Topics
DESCRIPTION:Event Overview \n\n\n\nThis webinar will discuss key developments in individual and business taxation over the past year. You’ll learn about the IRS’s current areas of focus in examination and appeals of interest to business owners. We will also discuss the impact of the election on the IRS and potential upcoming tax legislation. In addition\, we will explore updates on IRS Collections and changes to IRS procedures\, including limits on information requests and examination enforcement.
URL:https://www.freelivecpe.com/event/irs-hot-topics/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240730T110000
DTEND;TZID=America/New_York:20240730T120000
DTSTAMP:20240706T163122Z
CREATED:20240706T163117Z
LAST-MODIFIED:20240706T163122Z
UID:10007691-1722337200-1722340800@www.freelivecpe.com
SUMMARY:Global economic outlook: Thriving in a new normal
DESCRIPTION:In the first half of 2024\, we have witnessed significant global economic shifts\, shaped by a multispeed global economy\, persistent inflation uncertainty as central banks navigate the “last mile” of inflation control\, and the initial stages of cautious monetary policy easing. These dynamics are further complicated by key global elections\, adding a layer of political uncertainty that influences both market reactions and policy decisions. Alongside this\, sustained energy price volatility\, evolving trade regulations and rapid technological changes continue to drive varied responses in financial markets across different regions. Meanwhile\, geopolitical tensions persist\, significantly influencing global trade dynamics and shaping the strategic outlook for businesses and governments alike. \n\n\n\nAs business leaders face these evolving challenges\, resilience\, informed decision-making and agility remain more critical than ever. \n\n\n\nOur speakers will discuss:\n\n\n\n\nGlobal economic outlook for 2024: impacts of market shifts and policy changes\n\n\n\nGeopolitical dynamics: trade and economic implications\n\n\n\nInflation and policy responses: strategies of major central banks\n\n\n\nRecession indicators: identifying and mitigating risks\n\n\n\n\nSpeakers:\n\n\n\n\nNick Lardy\, Peterson Institute for International Economics\n\n\n\nGregory Daco\, EY-Parthenon Chief Economist\, Strategy and Transactions\, Ernst & Young LLP\n\n\n\nMarek Rozkrut\, EY EU & CESA Chief Economist; EMEIA Economists Unit Head\n\n\n\nLydia Boussour\, EY-Parthenon Senior Economist\, Strategy and Transactions\, Ernst & Young LLP
URL:https://www.freelivecpe.com/event/global-economic-outlook-thriving-in-a-new-normal/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240730T120000
DTEND;TZID=America/New_York:20240730T130000
DTSTAMP:20240713T191357Z
CREATED:20240713T191351Z
LAST-MODIFIED:20240713T191357Z
UID:10007718-1722340800-1722344400@www.freelivecpe.com
SUMMARY:MATERIAL WEAKNESS ANALYSIS AND LEADING PRACTICES
DESCRIPTION:OVERVIEW\n\n\n\nIn this session\, we will explore the concept of internal control material weaknesses and highlight their implications for financial reporting and business operations. We will dive into the common trends and emerging issues that contribute to material weaknesses\, providing real-world examples and case studies to illustrate their impact. \n\n\n\nParticipants will gain valuable insights into identifying key risk factors that lead to material weaknesses and will learn leading practices for strengthening internal controls to prevent and mitigate these deficiencies. \n\n\n\nThrough practical approaches and discussions\, attendees will leave equipped with actionable knowledge to foster a culture of internal control awareness within their organizations and to proactively address internal control challenges. \n\n\n\nMODERATOR\n\n\n\nJames Low\, Partner\, Financial Accounting and Advisory Services – Marcum LLP \n\n\n\nSPEAKERS\n\n\n\nRyan Foltyniewicz\, Director\, Advisory Services\, Marcum LLPJoe Layne\, Partner\, IT Risk Assurance and Advisory Services – Marcum LLPMichael McShea\, Director\, Financial Accounting and Advisory Services – Marcum LLP
URL:https://www.freelivecpe.com/event/material-weakness-analysis-and-leading-practices/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240730T130000
DTEND;TZID=America/New_York:20240730T143000
DTSTAMP:20240712T221011Z
CREATED:20240712T220959Z
LAST-MODIFIED:20240712T221011Z
UID:10007711-1722344400-1722349800@www.freelivecpe.com
SUMMARY:Fintech trends in M&A\, AI\, and income tax  
DESCRIPTION:Event details\n\n\n\nFintech industry leaders: Wondering where your next big opportunity – or challenge – might come from? \n\n\n\nGet up to speed on three critical topics for fintech companies today. In this CPE-eligible webinar\, our experienced fintech specialists will cover: \n\n\n\n\nThe merger and acquisition (M&A) life cycle\, due diligence\, and market trends\n\n\n\nChanges to income tax accounting disclosures and a refresher on valuation allowances\n\n\n\nArtificial intelligence (AI) governance as applicable to fintech\, including best practices and practical guidance\n\n\n\n\nWho should attend\n\n\n\nExecutives in the banking\, fintech\, and financial services industry \n\n\n\nPresenters\n\n\n\nClayton Mitchell\, Managing Principal\, Fintech \n\n\n\nKevin Brand\, Partner\, Consulting \n\n\n\nCody Lewis\, Partner\, Tax \n\n\n\nDavid Moncure\, Principal\, Consulting \n\n\n\nAdditional information\n\n\n\nFor additional information\, please contact Jon Losey. \n\n\n\nContinuing professional education\n\n\n\nPrerequisites: NoneProgram level: BasicAdvance preparation: NoneDelivery method: Webinar (group internet based)Field of study: Specialized knowledge \n\n\n\nThis session is recommended for 1.5 hours of CPE credit. \n\n\n\nNote: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar. \n\n\n\nThere is no registration fee for participating in this webinar; therefore\, there is no cancellation fee. \n\n\n\nAdditional CPE information
URL:https://www.freelivecpe.com/event/fintech-trends-in-ma-ai-and-income-tax/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240730T130000
DTEND;TZID=America/New_York:20240730T143000
DTSTAMP:20240719T215331Z
CREATED:20240719T215323Z
LAST-MODIFIED:20240719T215331Z
UID:10007726-1722344400-1722349800@www.freelivecpe.com
SUMMARY:Navigating the Latest Digital Asset Tax Reporting Regulations and Guidance
DESCRIPTION:Webcast overview\n\n\n\nOn June 28\, the U.S. Treasury and Internal Revenue Service (IRS) released long-awaited final regulations on digital asset tax information requirements. These regulations were published in the Federal Register on July 9\, along with three additional pieces of guidance and transitional relief. \n\n\n\nKPMG LLP is pleased to invite you to this ninety-minute webcast that will examine the more than 350 pages of final regulations. This webcast will outline key provisions and highlight potential impacts on traditional custodial brokers\, including operators of custodial digital asset trading platforms\, certain digital asset hosted wallet providers\, digital asset kiosks\, and certain processors of digital asset payments (PDAPs). Professionals from the KPMG Information Reporting & Withholding Tax Services and industry representatives will discuss the following topics: \n\n\n\nWhat to expect next in terms of guidance \n\n\n\nFinal regulations overview \n\n\n\nImpacts to custodians\, wallet providers\, and PDAPs \n\n\n\nChanges to reporting requirements \n\n\n\nDeferrals and certain transition rules \n\n\n\nInformation reporting and withholding challenges
URL:https://www.freelivecpe.com/event/navigating-the-latest-digital-asset-tax-reporting-regulations-and-guidance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240730T130000
DTEND;TZID=America/New_York:20240730T150000
DTSTAMP:20240719T214626Z
CREATED:20240719T214411Z
LAST-MODIFIED:20240719T214626Z
UID:10007723-1722344400-1722351600@www.freelivecpe.com
SUMMARY:Navigating the Latest Digital Asset Tax Reporting Regulations and Guidance
DESCRIPTION:Webcast overview\n\n\n\nOn June 28\, the U.S. Treasury and Internal Revenue Service (IRS) released long-awaited final regulations on digital asset tax information requirements. These regulations were published in the Federal Register on July 9\, along with three additional pieces of guidance and transitional relief. \n\n\n\nKPMG LLP is pleased to invite you to this ninety-minute webcast that will examine the more than 350 pages of final regulations. This webcast will outline key provisions and highlight potential impacts on traditional custodial brokers\, including operators of custodial digital asset trading platforms\, certain digital asset hosted wallet providers\, digital asset kiosks\, and certain processors of digital asset payments (PDAPs). Professionals from the KPMG Information Reporting & Withholding Tax Services and industry representatives will discuss the following topics: \n\n\n\nWhat to expect next in terms of guidance \n\n\n\nFinal regulations overview \n\n\n\nImpacts to custodians\, wallet providers\, and PDAPs \n\n\n\nChanges to reporting requirements \n\n\n\nDeferrals and certain transition rules \n\n\n\nInformation reporting and withholding challenges
URL:https://www.freelivecpe.com/event/beyond-automation-generative-ai-and-the-evolution-of-indirect-tax-technology/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240730T140000
DTEND;TZID=America/New_York:20240730T150000
DTSTAMP:20240629T131519Z
CREATED:20240629T131512Z
LAST-MODIFIED:20240629T131519Z
UID:10007673-1722348000-1722351600@www.freelivecpe.com
SUMMARY:Industry Trends in Financial Services — Part 2
DESCRIPTION:Stay up to date on the latest in the financial services industry to help your organization identify opportunities\, foster innovation and growth\, and gain a competitive advantage. This complimentary webinar explores financial security within organizations\, where we delve into the crucial topics of fraud prevention\, internal controls\, and efficient systems. \n\n\n\nAt the end of this session\, you will be able to:\n\n\n\n\nIdentify fraud: Gain a comprehensive understanding of various fraud schemes\, their impact on organizations\, and emerging trends in fraudulent activities.\n\n\n\nName fraud prevention techniques: Discover effective strategies and techniques to help prevent and deter fraud within your organization\, including awareness campaigns\, internal controls\, and segregation of duties.\n\n\n\nDescribe internal controls: Learn how to establish and strengthen internal controls to enhance financial security. Explore recommended practices for designing control frameworks\, implementing control activities\, and monitoring compliance.\n\n\n\nIdentify efficient systems: Outline the importance of adopting efficient systems for financial operations. Explore tools\, technology\, and process efficiency strategies to improve productivity\, identify errors\, and reduce the risk of fraud.\n\n\n\n\nWho should attend\n\n\n\nThis session is designed for CEOs\, CFOs\, controllers\, finance directors\, financial managers\, board members\, trustees\, and other decision makers in financial services. \n\n\n\nPlease register by July 29\, 2024.
URL:https://www.freelivecpe.com/event/industry-trends-in-financial-services-part-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240730T140000
DTEND;TZID=America/New_York:20240730T150000
DTSTAMP:20240629T133940Z
CREATED:20240629T133933Z
LAST-MODIFIED:20240629T133940Z
UID:10007678-1722348000-1722351600@www.freelivecpe.com
SUMMARY:You’ve Been Selected for an ERC Audit\, Now What?
DESCRIPTION:Attend this webinar to:\n\n\n\n\nAssess the current landscape of the employee retention credit; including:\n\nUpdate on the IRS moratorium\n\n\n\nUpdate on refund litigation\n\n\n\n\n\nDefine required information to be provided to the IRS\n\n\n\nAnalyze results of ERC audits thus far and discuss what we expect going forward
URL:https://www.freelivecpe.com/event/youve-been-selected-for-an-erc-audit-now-what/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240730T140000
DTEND;TZID=America/New_York:20240730T150000
DTSTAMP:20240706T161404Z
CREATED:20240706T161354Z
LAST-MODIFIED:20240706T161404Z
UID:10007688-1722348000-1722351600@www.freelivecpe.com
SUMMARY:Budgeting in a Meaningful Way
DESCRIPTION:Event Overview \n\n\n\nEffective budgeting is crucial for the sustainability and success of nonprofit organizations. This webinar provides comprehensive insights into creating and managing budgets that align with organizational goals\, ensure financial stability\, and support the mission of the nonprofit. Participants will learn how to develop meaningful budgets that drive strategic decision-making and enhance operational efficiency.
URL:https://www.freelivecpe.com/event/budgeting-in-a-meaningful-way/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240730T140000
DTEND;TZID=America/New_York:20240730T150000
DTSTAMP:20240712T210351Z
CREATED:20240712T210344Z
LAST-MODIFIED:20240712T210351Z
UID:10007685-1722348000-1722351600@www.freelivecpe.com
SUMMARY:Unlocking the New Markets Tax Credit: Manufacturing Industry
DESCRIPTION:Join us as we explore how manufacturing companies can utilize the New Markets Tax Credit (NMTC) program to finance current and future capital investments in qualifying low-income communities.  \n\n\n\nThe NMTC program has been available since 2001 and provides below-market\, flexible financing to eligible projects\, with forgivable principal features after the specified compliance period. Given the competitive nature of the program\, projects applying for and receiving NMTC financing typically generate high community impacts\, such as quality job creation\, employee training programs\, and community involvement efforts. During this session\, you’ll learn about project eligibility factors and the application process for securing this lucrative cash benefit.
URL:https://www.freelivecpe.com/event/unlocking-the-new-markets-tax-credit-manufacturing-industry/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240731T110000
DTEND;TZID=America/New_York:20240731T120000
DTSTAMP:20240622T164600Z
CREATED:20240622T164551Z
LAST-MODIFIED:20240622T164600Z
UID:10007618-1722423600-1722427200@www.freelivecpe.com
SUMMARY:Restructuring the supply base
DESCRIPTION:As global supply chains recalibrate post-pandemic\, most industrial manufacturing and construction companies are refocusing on margin maintenance and resilient\, yet efficient\, supply chains. But what does it mean to balance performance and cost effectively in today’s climate? We’ll discuss: \n\n\n\n\nStrategies for restructuring supply chains to optimize logistics and delivery performance\n\n\n\nHow companies are turning to locations within the United States\, with US free-trade partners and closer to end users\n\n\n\nHow the implementation of both traditional strategies and advanced technologies can ensure profitable growth and realize value in supply chains
URL:https://www.freelivecpe.com/event/restructuring-the-supply-base/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240731T120000
DTEND;TZID=America/New_York:20240731T130000
DTSTAMP:20240706T162616Z
CREATED:20240706T162605Z
LAST-MODIFIED:20240706T162616Z
UID:10007690-1722427200-1722430800@www.freelivecpe.com
SUMMARY:Master inpatient clinical documentation and charge capture
DESCRIPTION:Event details\n\n\n\nInpatient charge capture professionals face numerous challenges\, from incomplete or inaccurate documentation to complex coding systems and fragmented electronic health records. Regulatory changes and the need for accurate patient information further complicate the process. This webinar will delve into these critical issues\, offering insights and solutions to enhance charge capture processes\, improve data accuracy\, and support regulatory compliance. \n\n\n\nWhether you’re a CFO\, controller\, clinical process improvement leader\, or revenue cycle management team member\, this session is designed to provide valuable information and actionable strategies to optimize your operations. \n\n\n\nAfter attending this webinar\, you should be able to:  \n\n\n\n\nIdentify common challenges and solutions. Understand the common challenges in inpatient charge capture and how to address them effectively.\n\n\n\nCapitalize on major opportunities. Learn about the significant opportunities for improvement in diagnostic related grouping (DRG) systems\, severity and mortality depiction\, and Medicare/government-funded billing.\n\n\n\nEnhance documentation accuracy. Accurately capturing all applicable comorbidities and surgical procedures during the hospital stay will depict the patient’s true severity\, acuity\, and chronicity\, justifying the patient’s use of resources\, relative cost of care\, and length of stay (LOS).\n\n\n\nReview real-world success stories. Explore examples and success stories from healthcare providers who have benefited from education supporting accurate and complete documentation with appropriate charge capture processes.\n\n\n\nStreamline billing and reduce denial rates. Determine how to address documentation opportunities efficiently and effectively\, decrease denial rates\, depict the patient severity accurately\, and improve overall financial performance.\n\n\n\n\nThis webinar offers an opportunity to gain expertise and practical tools to capture all applicable comorbidities and support the patient LOS and hospital resources consumed. Register now to secure your spot and take the first step toward optimizing your team’s efforts. \n\n\n\nWho should participate?\n\n\n\nRevenue cycle professionals\, vice presidents of finance\, finance executives\, CFOs\, controllers\, coding operations staff\, clinical documentation integrity (CDI) staff\, CDI physician advisers and any other related professionals in the healthcare industry  \n\n\n\nPresenters\n\n\n\nColleen Hall\, Senior Vice President\, Revenue Cycle\, Kodiak Solutions \n\n\n\nSteven Robinson\, Executive Director\, Clinical Revenue Cycle\, Kodiak Solutions \n\n\n\nAdditional information\n\n\n\nFor additional information\, please contact Jonathan Losey. \n\n\n\nContinuing professional education\n\n\n\nPrerequisites:  NoneProgram level:  OverviewAdvance preparation:  NoneDelivery method: Webinar (group internet based)Field of study:  Specialized knowledge \n\n\n\nThis session is recommended for 1.0 hour of CPE credit.  \n\n\n\nNote: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for individuals or groups viewing on-demand recordings of the webinar. \n\n\n\nThere is no registration fee for participating in this webinar; therefore\, there is no cancellation fee.  \n\n\n\nAdditional CPE information \n\n\n\nPlease add KodiakSolutions.io to your safe senders list in order to continue receiving email communications from Kodiak Solutions. Contact Belle Ruiz with any questions or concerns.
URL:https://www.freelivecpe.com/event/master-inpatient-clinical-documentation-and-charge-capture/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240731T130000
DTEND;TZID=America/New_York:20240731T140000
DTSTAMP:20240706T133927Z
CREATED:20240706T133921Z
LAST-MODIFIED:20240706T133927Z
UID:10007686-1722430800-1722434400@www.freelivecpe.com
SUMMARY:After S211: What’s Next for Supply Chain Due Diligence?
DESCRIPTION:The first reports under Canada’s Fighting Against Forced Labour and Child Labour in Supply Chains Act (S-211) were filed and made public on May 31 of this year.  These reports represent the first instance in which many global companies have had to provide detailed disclose of their efforts to mitigate the risks of forced and child labor in their supply chains – and highlighted common gaps that expose many organizations to significant risks.  With customs detentions due to suspicions of forced labor at an all-time high and additional due diligence reporting requirements likely to follow in the next year\, companies must assess their areas of risk exposure and build practices to address those risks. \n\n\n\nJoin us as we explore findings from the analysis of hundreds of S-211 filings\, recent research on supply chain due diligence practices and detention readiness\, and best practices to ensure your company is embedding responsible business practices across its operations.
URL:https://www.freelivecpe.com/event/after-s211-whats-next-for-supply-chain-due-diligence/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Production
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240731T130000
DTEND;TZID=America/New_York:20240731T140000
DTSTAMP:20240728T191321Z
CREATED:20240728T191305Z
LAST-MODIFIED:20240728T191321Z
UID:10007772-1722430800-1722434400@www.freelivecpe.com
SUMMARY:What India’s 2024-25 Budget could mean for its economy
DESCRIPTION:The Finance Minister’s presentation of India’s first post-election annual Budget on July 23\, 2024\, is set against a backdrop of anticipated 7%-plus growth for the fourth successive year. The Budget is expected to focus on sustaining medium-term growth while prioritizing capital expenditure. Tax policy is expected to focus on boosting domestic manufacturing competitiveness\, simplifying the tax regime and improving the ease of doing business. The Budget is also expected to clarify India’s plan on implementing Pillar Two of the OECD/G20 BEPS 2.0 project. \n\n\n\nJoin us for this webcast\, during which our senior EY tax and policy professionals will help decode the fine print of the 2024-25 India Budget\, covering the macroeconomic and policy announcements\, direct tax and indirect tax proposals. \n\n\n\nPanelists\n\n\n\n\nSameer Gupta\, Partner and Tax Leader\, Ernst & Young LLP (India)\n\n\n\nPranav Sayta\, Partner and Leader – International Tax and Transaction Services\, Ernst & Young LLP (India)\n\n\n\nUday Pimprikar\, Partner and Leader – Indirect Tax\, Ernst & Young LLP (India)\n\n\n\n\nModerator\n\n\n\n\nJonny Lindroos\, Partner\, National Tax – International Tax and Transaction Services\, Ernst & Young LLP (US)\n\n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax
URL:https://www.freelivecpe.com/event/what-indias-2024-25-budget-could-mean-for-its-economy/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240731T140000
DTEND;TZID=America/New_York:20240731T150000
DTSTAMP:20240629T140721Z
CREATED:20240629T140711Z
LAST-MODIFIED:20240629T140721Z
UID:10007679-1722434400-1722438000@www.freelivecpe.com
SUMMARY:NAVIGATING THE PRESIDENTIAL ELECTION: INSIGHTS FOR NONPROFIT INVESTMENT RESERVES
DESCRIPTION:OVERVIEW\n\n\n\nAs the upcoming presidential election looms\, nonprofits face a crucial need to understand how political shifts can impact their investment reserves. Our guest presenters from Raffa Investment Advisers will provide invaluable insights into how prudent investment policies can help nonprofits navigate 2024’s political uncertainty. The goal is to empower nonprofit executives to help strengthen their investment policies and effectively segment their investment reserves in advance of the upcoming Presidential election. \n\n\n\nMODERATOR\n\n\n\nDesiree Fortuna\, Director\, Marcum LLP \n\n\n\nPRESENTERS\n\n\n\nMark Murphy\, CFA\, Chief Investment Officer\, Raffa Investment AdvisersRyan Frydenlund\, CIMA\, CIPM\, Director of Operations\, Raffa Investment Advisers \n\n\n\nCPE CREDITS\n\n\n\nProgram DescriptionNavigating the Presidential Election: Insights for Nonprofit Investment ReservesImportant Notice Regarding CPE:Learning ObjectivesAt the end of this course\, the attendee will be able to:Identify proactive strategies and investment policies that can help safeguard nonprofit investment reserves amidst political volatility and economic uncertainty.Instruction Delivery MethodGroup Internet BasedRecommended CPE Credit1 CreditRecommended Field of StudyBusiness Management & OrganizationPrerequisitesBasic knowledge of your organizations investment portfolio.Program LevelOverviewAdvance PreparationNoneCancellation PolicyYou may cancel your registration at any time prior to the event.Complaint Resolution PolicyFor more information regarding refund\, concerns and program cancellation policies\, please contact our offices at erin.crowley@marcumllp.com.Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
URL:https://www.freelivecpe.com/event/navigating-the-presidential-election-insights-for-nonprofit-investment-reserves/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240731T140000
DTEND;TZID=America/New_York:20240731T150000
DTSTAMP:20240706T132306Z
CREATED:20240706T132255Z
LAST-MODIFIED:20240706T132306Z
UID:10007681-1722434400-1722438000@www.freelivecpe.com
SUMMARY:Talent mobility technology: Implementing a winning strategy
DESCRIPTION:In the rapid world of talent mobility\, managing a diverse workforce can be challenging. This webcast will highlight insights on technology strategy\, overcoming hurdles\, and enabling a global workforce. We’ll discuss: \n\n\n\n\nImportance of talent mobility technology: Navigate the complexities of talent mobility and the pivotal role of technology.\n\n\n\nTechnology strategy framework: Gain insights on a technology strategy framework and its effective deployment.\n\n\n\nCase study: Explore diverse technology optimization strategies through the lens of real-world scenarios.\n\n\n\n\nHRCI recertification credit\n\n\n\nDbriefs HR Executives webcasts have been approved through the HR Certification Institute (HRCI) for 1 (general) recertification credit hour toward PHR\, SPHR and GPHR recertification.
URL:https://www.freelivecpe.com/event/talent-mobility-technology-implementing-a-winning-strategy/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Personnel/Human Resources
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240731T140000
DTEND;TZID=America/New_York:20240731T150000
DTSTAMP:20240713T162551Z
CREATED:20240713T162544Z
LAST-MODIFIED:20240713T162551Z
UID:10007716-1722434400-1722438000@www.freelivecpe.com
SUMMARY:TAX IMPLICATIONS OF A LIQUIDITY EVENT OR COMMERCIAL DEBT WORKOUT
DESCRIPTION:The Details \n\n\n\nLiquidity events\, whether through mergers\, acquisitions\, or other means\, can present unique opportunities and challenges that require thorough understanding and careful planning to maximize value and mitigate risk. Similarly\, managing a debt workout can be complicated. The process is crucial for businesses that may be facing financial distress and pursuing restructuring of debt to stabilize the company’s financial health. State and local tax implications can add another layer of complexity\, requiring careful consideration around processes and procedures to ensure compliance and optimize tax outcomes. On this webinar\, we will discuss ways to enhance decision making\, optimize outcomes\, and more. \n\n\n\nLive webinar participants are anticipated to qualify for 1 CPE credit in the Taxes field of study.
URL:https://www.freelivecpe.com/event/tax-implications-of-a-liquidity-event-or-commercial-debt-workout/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240801T130000
DTEND;TZID=America/New_York:20240801T140000
DTSTAMP:20240614T005056Z
CREATED:20240614T005048Z
LAST-MODIFIED:20240614T005056Z
UID:10007598-1722517200-1722520800@www.freelivecpe.com
SUMMARY:Homeownership: Is the ‘American Dream’ out of reach for Gen Z?
DESCRIPTION:Please join our panel of professionals for our webcast: How can homebuilders reduce mounting barriers to entry for society’s youngest buyers and why the industry should make changes today – a timely discussion of recent shifts in consumer behavior trends and the outlook for the homebuilding industry.
URL:https://www.freelivecpe.com/event/homeownership-is-the-american-dream-out-of-reach-for-gen-z/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240801T140000
DTEND;TZID=America/New_York:20240801T150000
DTSTAMP:20240706T170542Z
CREATED:20240706T170525Z
LAST-MODIFIED:20240706T170542Z
UID:10007696-1722520800-1722524400@www.freelivecpe.com
SUMMARY:Understanding NIL: The Future of College Sports
DESCRIPTION:Join our complimentary webinar where we will provide a brief background of Name\, Image\, and Likeness (NIL) rights\, including current updates on regulations. \n\n\n\nWe’ll discuss the impact NIL is having on institutions as well as the challenges NIL collectives are facing. Finally\, we’ll go over the tax implications for student athletes receiving NIL funds. \n\n\n\nAt the end of this session\, you will be able to:\n\n\n\n\nRecognize the current challenges institutions are facing in regard to NIL\n\n\n\nIdentify tax and legal issues related to NIL collectives\n\n\n\nDefine the tax implications for student athletes receiving NIL funds\n\n\n\n\nWho should attend\n\n\n\nThis session is designed for individuals in higher education\, including CEOs\, CFOs\, controllers\, financial managers\, board members\, trustees\, audit committee members\, and decision makers\, as well as NCAA student athletes\, their families\, agents\, and advisors. \n\n\n\nPlease register by July 31\, 2024.
URL:https://www.freelivecpe.com/event/understanding-nil-the-future-of-college-sports/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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