Elevating your Model Audit Rule (MAR) program: Aligning compliance expectations with strategy
Free Live CPE Webinars New York
BDO’s Healthcare Trends & Topics Webcast Series: The Margin Erosion Crisis: Understanding and Acting on Healthcare’s Financial Dilemma
Free Live CPE Webinars New York
Domestic tax quarterly webcast series: a focus on state tax matters
Free Live CPE Webinars New York
Valuation trends in U.S. markets & tech: Key insights for asset managers
Free Live CPE Webinars New York
The Rise of the Climate Economy — Federal Energy Credits & Incentives for School Districts
Free Live CPE Webinars New York
Lessons Learned from CMMC Joint Verification and Validation Assessments
Free Live CPE Webinars New York
Sage Intacct and RSM: Construction and real estate webcast series
Free Live CPE Webinars New York
AI: The Gamechanger Webcast Series: Leveraging Copilot and Fabric for Organizational Efficiency
Free Live CPE Webinars New York
2024 Tax Strategist Private Equity Webcast Series: Enhancing Value in Add-On Acquisitions: Domestic and International Insights
Free Live CPE Webinars New York
Budgeting & Forecasting: Creating a Vision for Financial Success
Free Live CPE Webinars New York
What you need to know for Q3 2024 financial reporting (Live – 1 of 2)
Free Live CPE Webinars New York
Sustainability data management: Unleashing value beyond reporting
Free Live CPE Webinars New York
Future Proof Your Annual Plan – Experiences of Operational Leaders
Free Live CPE Webinars New York
Demystifying AI: Unlock Transformative Potential With Responsible AI Adoption
Free Live CPE Webinars New York
Data Analytics & Internal Audit: How Evaluating Data Adds Value to Your Organization
Free Live CPE Webinars New York
Tax in a time of transition: legislative, economic, regulatory and IRS developments
Free Live CPE Webinars New York
Tax accounting and reporting: Addressing interim & year-end challenges
Free Live CPE Webinars New York
Week of Events
Monday, September 16, 2024
No events on this day.
Tuesday, September 17, 2024
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September 17, 2024 -Tuesdays at Ten: Cybersecurity Considerations for NY IDD/BH Providers
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September 17, 2024 -Navigating Loan Pricing Model Implementation Roadblocks
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September 17, 2024 -Impact of regulations on green product claims
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September 17, 2024 -International Tax Forum
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September 17, 2024 -Q3 2024 Quarterly Outlook
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September 17, 2024 -Financial Institutions: Understanding Regulation E
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September 17, 2024 -Elevating your Model Audit Rule (MAR) program: Aligning compliance expectations with strategy
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September 17, 2024 -Qualified Small Business Stock Tax Strategies
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September 17, 2024 -BDO’s Healthcare Trends & Topics Webcast Series: The Margin Erosion Crisis: Understanding and Acting on Healthcare’s Financial Dilemma
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September 17, 2024 -Domestic tax quarterly webcast series: a focus on state tax matters
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September 17, 2024 -Valuation trends in U.S. markets & tech: Key insights for asset managers
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September 17, 2024 -Unlocking the Power of AI Chatbots In Tax and Accounting
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September 17, 2024 -Navigating cross-border tax challenges in the flexible workforce era
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September 17, 2024 -Maximize Profits: Tax Strategies for a Slow Growth Economy
Tuesdays at Ten: Cybersecurity Considerations for NY IDD/BH Providers
Join us for an insightful webinar as we discuss the state of cybersecurity in healthcare, what threats we're seeing, and how New York intellectual and developmental disability (IDD) and behavioral health (BH) organizations can help boost their resiliency to cyberthreats. Learning Objectives Upon completion of this program, participants will be able to: CPE Information 1.00...
Navigating Loan Pricing Model Implementation Roadblocks
Lender resistance often creates enough inertia to make loan pricing model implementations fall short of expectations. Financial institution leaders need to establish a strong commitment to using a pricing tool and have a comprehensive understanding of the model's assumptions and configuration to help ensure a more successful implementation. Join Forvis Mazars for an informative webinar...
Impact of regulations on green product claims
Webcast overview Join the Impact of regulations on green product claims webcast hosted by KPMG. Attendees will: Understand where their organizations will need to go to collect the types of information that will need to be reportedo live check-ins. Since the content for the September 17 and 18 sessions will be the same, participants are...
International Tax Forum
Event overview Reserve your spot today for three impactful sessions on the current landscape of international tax. Register and join us on Tuesday, Sept.17. CPE credits CPE credit availableRSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first...
Q3 2024 Quarterly Outlook
Webcast overview In this webcast, KPMG professionals discuss major developments that may affect a company’s accounting and financial reporting in the current period and near term. Applicability Event contents *CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and responding to live check-ins....
Financial Institutions: Understanding Regulation E
Regulation E is a federal regulation protecting consumers against fraudulent and incorrect electronic fund transfers (EFTs) to or from their bank accounts. This regulation sets requirements and guidelines for financial institutions when it comes to error resolution procedures, liability for unauthorized transfers, and disclosures to consumers. Join us for a complimentary webinar where we’ll talk about Regulation...
Elevating your Model Audit Rule (MAR) program: Aligning compliance expectations with strategy
Why is optimizing your existing Model Audit Rule (MAR) program so important? In today’s regulatory environment, insurance organizations that have exceeded the $500M threshold of direct and assumed written premiums must ensure their MAR programs are not just compliant but also efficient and resilient. Whether you are looking to refine your current processes or build...
Qualified Small Business Stock Tax Strategies
Company executives should understand that the potential tax savings that a gain exclusion under Internal Revenue Code (IRC) Section 1202 could provide to investors is an important consideration in how transactions are structured and documented.Whether your company is going through a transaction and receiving requests from shareholders to verify if their stock is qualified small...
BDO’s Healthcare Trends & Topics Webcast Series: The Margin Erosion Crisis: Understanding and Acting on Healthcare’s Financial Dilemma
As legislative uncertainty, regulatory scrutiny, challenging payer/provider dynamics, and debt covenant violation risks continue to pressure healthcare, providers must act to prevent further margin erosion and financial insecurity. These conflicts not only threaten operational sustainability, but also the mission to provide effective, affordable, and accessible healthcare services. Join us as we dissect these complex and...
Domestic tax quarterly webcast series: a focus on state tax matters
In this webcast, panelists discuss state implications of the recent U.S. Supreme Court ruling overturning Chevron deference, how organizations can evaluate their readiness to begin their Generative AI journey, and updates in state and local tax policy. For our third quarterly webcast in 2024, we will discuss state tax considerations of the U.S. Supreme Court’s...
Valuation trends in U.S. markets & tech: Key insights for asset managers
Event description Join us for an insightful discussion on market valuation trends, with a focus on the technology industry. This session will cover the latest valuation observations and opportunities in the broader U.S. market and the tech sector. Our valuation specialists will discuss whether AI companies are overvalued and how AI affects tech company valuations....
Unlocking the Power of AI Chatbots In Tax and Accounting
Being a tax accountant can be challenging, but here's the good news - artificial intelligence (AI) has introduced a fantastic solution: AI chatbots! These intelligent programs can engage in natural conversations and provide answers, making them incredible allies for tax accountants. They enhance efficiency, elevate client service, and optimize resource management. In this webinar, you'll...
Navigating cross-border tax challenges in the flexible workforce era
Webcast overview KPMG LLP is pleased to invite you to an informative TaxWatch webcast that focuses on the tax implications and complexities arising from the increasing trend of remote, flexible, and global workforces. We'll discuss the emerging trend of Global Workforce Companies (GWCs) and Employers of Record (EOR), the impact of a global workforce on...
Maximize Profits: Tax Strategies for a Slow Growth Economy
In a slow growth economy, businesses must employ strategic financial practices to maintain profitability and drive growth. One critical area to focus on is tax optimization. Join our expert-led webcast to explore key tax strategies that can provide significant financial advantages in today’s economy, including Last-in, First Out (LIFO inventory accounting), energy-saving and state tax...
Wednesday, September 18, 2024
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September 18, 2024 -The Rise of the Climate Economy — Federal Energy Credits & Incentives for School Districts
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September 18, 2024 -Q3 2024 Quarterly accounting webcast
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September 18, 2024 -Lessons Learned from CMMC Joint Verification and Validation Assessments
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September 18, 2024 -Transfer Pricing of Financial Transactions: Challenges and Opportunities
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September 18, 2024 -Sage Intacct and RSM: Construction and real estate webcast series
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September 18, 2024 -AI: The Gamechanger Webcast Series: Leveraging Copilot and Fabric for Organizational Efficiency
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September 18, 2024 -2024 Tax Strategist Private Equity Webcast Series: Enhancing Value in Add-On Acquisitions: Domestic and International Insights
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September 18, 2024 -Benefits of Outsourcing your Accounting
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September 18, 2024 -Sage Intacct Construction Management
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September 18, 2024 -Sage Intacct R3 Revealed: Boosting Efficiency & Insights
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September 18, 2024 -Q3 2024 Quarterly Outlook
The Rise of the Climate Economy — Federal Energy Credits & Incentives for School Districts
Event Overview The government has passed unprecedented energy legislation over the past two years, ushering in the Climate Economy. During this session, you will learn about clean energy incentives in the built environment that apply to school districts. We will discuss how these expanded incentives relate to school districts, what requirements are needed to achieve...
Q3 2024 Quarterly accounting webcast
This webcast will cover key accounting and financial reporting considerations as companies close out the quarter. If you are not able to join our webcast on September 18, register for another session on September 24 or September 26. Presenters:Heather Horn, National office Thought Leader Who should attend: Audit committee members, CFOs, controllers, finance directors, and others with a role in...
Lessons Learned from CMMC Joint Verification and Validation Assessments
Federal rulemaking on the Cybersecurity Maturity Model Certification (CMMC) 2.0 program is progressing, and the impact to government contractors will be significant. This session will equip participants with the knowledge and tools necessary to navigate the complexities of CMMC assessments and maintain compliance in their organizations. Participants will gain an understanding of the current timeline...
Transfer Pricing of Financial Transactions: Challenges and Opportunities
Webcast overview KPMG LLP (KPMG) is pleased to invite you to a one-hour TaxWatch Webcast that will address challenges and opportunities for companies in the rapidly-developing area of intercompany financial transactions. Multinational corporations routinely engage in intercompany financial transactions to operate their global businesses. These transactions may include loans to fund a capital investment or...
Sage Intacct and RSM: Construction and real estate webcast series
Event overview Join RSM and Sage Intacct for a three-part webcast series on construction and real estate solutions. Streamline property management, boost construction efficiency and empower field teams. Sage Intacct real estate: Streamline your property management Learning objectives By the end of the July 18 presentation, participants will be able to: By the end of...
AI: The Gamechanger Webcast Series: Leveraging Copilot and Fabric for Organizational Efficiency
Don’t miss the second part of BDO’s AI: The Gamechanger Webcast Series – Leveraging Copilot and Fabric for Organizational Efficiency. Microsoft 365 Copilot incorporates advanced AI features into common applications, providing tools to simplify workflows, improve communication, and foster innovation. Join us for an informative webcast exploring the capabilities of Microsoft 365 Copilot and its...
2024 Tax Strategist Private Equity Webcast Series: Enhancing Value in Add-On Acquisitions: Domestic and International Insights
Join us for the next webcast in the 2024 Tax Strategist Private Equity Webcast Series. This webcast will explore the intricacies of add-on acquisitions and cross-border transactions, emphasizing key strategies and risks. Participants will gain valuable insights into tax planning strategies for effective cash management. Join us to deepen your understanding of these complex transactions and...
Benefits of Outsourcing your Accounting
The Details CohnReznick can help businesses improve their accounting function’s effectiveness with best practice workflows, timely and accurate information, and the meaningful data needed to drive decision-making. Designed for GovCon executives and accounting and finance departments, topics to be discussed include: Live webinar participants are anticipated to qualify for 1.5 CPE credits in the Accounting...
Sage Intacct Construction Management
Your Key to Better Project Management Discover Sage Construction Management’s powerful features! Join us for an exclusive webinar where we'll show you how Sage Construction Management can empower your company to deliver projects more efficiently, maintain organized documentation and drive profitability. This session features a live demo, giving you a clear view of how Sage...
Sage Intacct R3 Revealed: Boosting Efficiency & Insights
Unlock the power of Sage Intacct’s latest enhancements in our upcoming webinar. Join us as we explore the cutting-edge features designed to help streamline your financial processes and provide deeper operational insights. Don’t miss this opportunity to boost efficiency, gain knowledge, and elevate your financial operations with Sage Intacct. Register now! Learning Objectives Upon completion...
Q3 2024 Quarterly Outlook
Webcast overview In this webcast, KPMG professionals discuss major developments that may affect a company’s accounting and financial reporting in the current period and near term. Applicability Event contents *CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and responding to live check-ins....
Thursday, September 19, 2024
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September 19, 2024 -2024 Deloitte IP&C days – engineering & construction
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September 19, 2024 -Geoeconomic outlook: Post-election and beyond
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September 19, 2024 -Budgeting & Forecasting: Creating a Vision for Financial Success
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September 19, 2024 -Ask the Experts: All about exploring third-party risk management in the age of automation and genAI
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September 19, 2024 -What you need to know for Q3 2024 financial reporting (Live – 1 of 2)
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September 19, 2024 -Regulatory Compliance Updates: CRA and Section 107
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September 19, 2024 -Sustainability data management: Unleashing value beyond reporting
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September 19, 2024 -GASB 96: SBITA Accounting for the Long Haul
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September 19, 2024 -Future Proof Your Annual Plan – Experiences of Operational Leaders
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September 19, 2024 -GASB 96: SBITA Accounting for the Long Haul
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September 19, 2024 -Quarterly Financial Reporting Update: September 2024
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September 19, 2024 -Prioritizing People in The Modern Firm
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Featured September 19, 2024 -Featured Demystifying AI: Unlock Transformative Potential With Responsible AI Adoption
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September 19, 2024 -Data Analytics & Internal Audit: How Evaluating Data Adds Value to Your Organization
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September 19, 2024 -New Markets Tax Credit 101: An Intro to the Program & Process
2024 Deloitte IP&C days – engineering & construction
Join us for the 2024 Deloitte Industrial Products & Construction (IP&C) Days, focusing on the Engineering & Construction sector. Our leaders will spotlight transformative topics shaping our industry. We’ll discuss:
Geoeconomic outlook: Post-election and beyond
Webcast overview Join the KPMG Board Leadership Center and Eurasia Group for a timely discussion about post-election scenarios and the implications for doing business in an increasingly fragmented and volatile world. With companies facing two dramatically different policy agendas poised to shape the business and geopolitical landscapes for years to come, we’ll explore the geoeconomic...
Budgeting & Forecasting: Creating a Vision for Financial Success
Budgeting and forecasting are critical for small to midsize businesses to understand how operations are going. Join Forvis Mazars for a complimentary webinar as we discuss the mechanics of budget creation, how to approach controllable variables, and how your priorities and vision can impact your budget and forecasting plans. Learning Objectives Upon completion of this...
Ask the Experts: All about exploring third-party risk management in the age of automation and genAI
Our KPMG Internal Audit and Third Party Risk Management networks invite you to next installment of the KPMG Ask the Experts KnowledgeCast series. See below for more information about this KnowledgeCast. This webcast will focus on the evolving landscape of third-party risk management (TPRM), increasing regulatory expectations and how organizations are integrating and adapting to...
What you need to know for Q3 2024 financial reporting (Live – 1 of 2)
Please join our partners and managing directors from the EY National Professional Practice Group for a webcast about current accounting and financial reporting developments. Related topics Assurance Register Why should you attend? Staying up-to-date with current accounting and regulatory developments is critical to positioning your company for success. Each quarter, thousands of professionals gain essential...
Regulatory Compliance Updates: CRA and Section 107
Updates to the Community Reinvestment Act (CRA) and Section 1071 of the Dodd-Frank Act brought substantial changes and updates to the compliance world in 2024. The CRA changes modernize regulations that address inequities in access to credit and the rise of digital banking. Section 1071 requires financial institutions to collect and report data on credit...
Sustainability data management: Unleashing value beyond reporting
Finance organizations are uniquely positioned to extract strategic insights from sustainability-relevant data and put it to work for their organizations. However, the complexity of locating, organizing, and making sense of data can make confident, sustainability-informed decisions elusive. We’ll discuss:
Future Proof Your Annual Plan – Experiences of Operational Leaders
Join us as we discuss on the topic below. Future Proof Your Annual Plan: Experiences of Operational Leaders Date: Thursday, September 19, 2024 at 1 – 2 P.M. ET Annual planning plays a crucial role in enabling organizations to establish objectives, distribute resources effectively, and identify growth opportunities for the upcoming year. In this CPE...
Quarterly Financial Reporting Update: September 2024
Event description Join Grant Thornton’s Audit Quality and Risk Team for our quarterly webcast series that will bring you up to speed on what you need to know for the Q3 2024 financial reporting period, including an update on activity from standard setters and regulators and an overivew of current practice issues in financial reporting....
Prioritizing People in The Modern Firm
In today’s digital era, modern accounting firm leaders should be leveraging cloud-based and AI tools to elevate both workflow efficiency and staff experience. In fact, prioritizing people is the key to differentiating their firms within a competitive landscape. Join Darren Root and John Mitchell for a candid conversation about striking the right balance between technology...
Demystifying AI: Unlock Transformative Potential With Responsible AI Adoption
Description: While AI promises to amplify capabilities and drive innovation, concerns over risks and unintended consequences often hinder its adoption. This session offers a pragmatic view on how to navigate the AI journey, including understanding what AI is, top business risks and how to address them as part of your audit, risk, or compliance program,...
Data Analytics & Internal Audit: How Evaluating Data Adds Value to Your Organization
Event Overview In today's data-driven world, internal auditors play a crucial role in helping organizations make informed decisions. Join us as we explore the intersection of data analytics and internal audit. We'll provide valuable insights into how harnessing data can enhance audit processes, uncover risks, and ultimately contribute to organizational success.
New Markets Tax Credit 101: An Intro to the Program & Process
In late summer or early fall of 2024, the CDFI Fund is expected to announce a new $5 billion allocation award to organizations that fund community development projects using the New Markets Tax Credit (NMTC) Program. If the NMTC allocation and project funding are secured, the award announcement could mean significant project savings for companies,...
Friday, September 20, 2024
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September 20, 2024 -Tax in a time of transition: legislative, economic, regulatory and IRS developments
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September 20, 2024 -Real Estate Tax Chat: A Focus on GenAI
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September 20, 2024 -Tax accounting and reporting: Addressing interim & year-end challenges
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September 20, 2024 -Auditing Investments for Nonprofits
Tax in a time of transition: legislative, economic, regulatory and IRS developments
In this webcast, panelists discuss the US economy and tax policy, what’s happening at the IRS and breaking developments. Related topics Tax Register 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...
Real Estate Tax Chat: A Focus on GenAI
Webcast overview Join KPMG LLP (KPMG) for a Real Estate Tax Chat featuring an overview and discussion about how tax departments are using artificial intelligence (AI) and generative artificial intelligence (GenAI), including practical examples and use cases. The session will focus on: The session will be hosted by KPMG Building, Construction & Real Estate US...
Tax accounting and reporting: Addressing interim & year-end challenges
As we look toward the rest of 2024 and beyond, tax accounting challenges continue to evolve. Join our webcast for insights on financial reporting matters—what’s new, and how to best prepare for these developments and challenges. We’ll discuss:
Auditing Investments for Nonprofits
Event Overview In the September edition of our Nonprofit Webinar Series, we will discuss how investments are audited for nonprofit organizations. This session will cover risks, significant estimates, and testing approaches, as well as information on how to prepare for your annual audit.

