Event Overview Gone are the days when the finance office's responsibility was simply managing the books. The role of the CFO and the strategic position of the finance office are changing. Leaders are tasked with answering big questions about financial performance, defining and tracking elusive key performance indicators, and spearheading innovation and operational initiatives across...

Is an employee stock ownership plan (ESOP) right for your company? Join Forvis Mazars for an overview of ESOPs and how to use one as a succession-planning vehicle. This complimentary webinar will explore the benefits an ESOP can provide to the seller, company, and employees. We’ll also share the pros, cons, and risks when considering...

Event Overview Employee benefit plans contain extensive personal data on participants, including social security numbers, financial account information, and other Personally Identifiable Information (PII). This makes employee benefit plans ripe for identity theft and many other potential cyber scenarios. Employee benefit plan fiduciaries have an obligation to prepare for and mitigate potential cybersecurity risks. The...

When it comes to privacy, organizations are experiencing unprecedented change amid a digital data explosion. The challenges are complex: AI and other emerging technologies will impact data security and privacy in ways we’re still sorting out; and shifting state, national and global regulations complicate data policy and governance, especially when it comes to children and...

Event details The insurance industry is grappling with numerous challenges stemming from economic, political, and technological changes. Proactively managing these risks is key to progress. In this webinar, our specialists will discuss pressing issues confronting insurance carriers today and offer insights on risk management strategies. You should leave this session with the ability to: Apply...

This session kicks off the series by offering a retrospective look at the previous tax season. Participants are encouraged to identify what went well and what could be improved. This foundation will be crucial for implementing new strategies in the upcoming tax season. Learning Objectives: Delivery Method: Group Internet Course Level: Basic Field of Study: Personnel/Human Resources –...

Join us for an informative Pillar Two Technical Series session. In this webinar, we’ll provide a detailed overview of general tax accounting principles and delve into the significant impacts of Pillar Two. Our knowledgeable professionals will share key concepts and practical implications, helping you stay ahead in the evolving tax and financial reporting landscape. Learning...

Event details Financial services organizations have distinct relationships with financial crime technology providers in the context of independent model validations. Knowing the expectations for each side is critical for maintaining compliance. In this webinar, we will describe the various independent testing responsibilities of technology vendors and financial services organizations. We will also discuss how to...

Pricing is transforming the workplace to optimize both employee satisfaction and customer outcomes. Streamlining the process not only delights customers, it makes things better for your team. Technology can free them to focus on higher-value work, but it also requires a new approach to measuring success. Tie KPIs to customer goals and you’ll be sure...

Join us to gain valuable perspectives from our industry leaders on critical accounting and reporting matters that directly impact your institution. Our experts will dive into lingering issues related to allowance of credit losses, including documentation of key inputs, assumptions, and qualitative factors. Additionally, our professionals will discuss the latest insights from the SEC, federal...

Event Overview The third session in our Business of Healthcare webinar series will discuss the distinctive challenges faced by health systems as they navigate the changing healthcare landscape and the evolution of care delivery, along with the current and potential state of capital markets and the cost of accessing capital for strategic investments. This panel will discuss...

Nothing says trust like jumping out of an airplane. Just as skydivers rely on their equipment and team, organizations depend on trust to function effectively. Trust is the foundation for everything, enabling innovation and extraordinary achievements. Leaders agree that trust drives performance, yet few know how to proactively earn and protect it. We’ll discuss:

Please join our panel of professionals for our webcast – a timely discussion of recent election trends.

Building relationships is essential for closing deals, but laborious administrative tasks can limit business development professionals' time with clients. Join us for an informative webinar and explore how Copilot for Microsoft Dynamics 365 Sales can help you streamline manual processes and save valuable time. Learning Objectives Upon completion of this program, participants will be able...

Join us on November 7 where our team of tax experts will explore upcoming tax changes related to the Tax Cuts and Jobs Act (TJCA) and 2024 election that may affect healthcare organizations. We’ll highlight traps and pitfalls when preparing for transactions and spend time diving into an understanding of IRS trends and activity. Presenters:...

Join us for an informative webinar and explore best practices in strategic academic planning. Unlike a more standard “program review,” strategic academic planning is an ongoing process that consistently evaluates each program’s past, present, and potential future contributions to an institution. We’ll also discuss a road map for higher education leaders interested in developing a...

Event Overview We are in an ever-changing environment, and the gift and estate tax exemptions that are set to sunset on January 1, 2026, may cause a need for additional estate, gift, and income tax planning. It's important to stay on top of legislative changes and modify your estate plan to take advantage of wealth-enhancing...

The Office of Management and Budget (OMB) issued revisions in April 2024 to the Uniform Guidance Title 2 Code of Federal Regulations (CFR) Section 200 with an aim to reduce administrative overhead and burden on non-federal entities and provide them certain increased flexibilities. These revisions are effective for all federal awards issued on or after...

In this webcast, panelists discuss the election results from a state and local tax perspective and what they mean for business executives. Following the November 5 US elections, federal policymakers will turn their attention to other pressing matters, including funding the federal government and contending with expiring Tax Cuts and Jobs Act (TCJA) provisions. State...

Join Baker Tilly System and Organization Controls (SOC) specialists as they explore the most pressing aspects of SOC reporting. This webinar is designed to help organizations tackle key challenges and requirements when preparing for a SOC examination, from managing populations and incident disclosures to understanding service commitments. Whether your organization is undergoing a SOC 1®...

A webinar for not-for-profits, higher education institutions and public sector entities Artificial Intelligence (AI) continues to grow in popularity, driving productivity and collaboration across teams, departments, systems and organizations and generating increased interest to reduce inefficiencies, automate processes and propel organizations forward. From streamlining operations to enhancing user experiences, AI has emerged as a transformative force...

Event details Children’s hospitals often operate in a functionally unique space compared to other providers in the healthcare ecosystem. This three-part webinar series will explore the tax, community benefit, and operational issues that have a direct impact on tax-exempt children’s hospitals. Gain valuable insight into industry and regulatory trends, community benefit reporting optimization, and ways...

In a world where change is the only constant, the ability to innovate and grow is not just an advantage—it’s a necessity. Join us at our Business and Finance Symposium in November. Held annually, the Symposium offers up to 8 CPE credits across two half-day segments through a virtual experience. As a business or finance executive, you...

Event Description In today’s dynamic business environment, growth remains a top priority for both public and private companies. This panel discussion will explore the critical levers that leaders can pull to drive organizational growth for a holistic growth strategy. The discussion will cover organic growth strategies, inorganic growth strategies and tax optimization as a growth...

Join McCarter & English and Withum as we address the legal and consulting standards for the new laws passed across multiple states that require review of healthcare transactions involving the consolidation of healthcare entities. These laws not only apply to intra-state healthcare entities, but also out-of-state healthcare entities that are seeking to cross a border and purchase, acquire, or...

Overview Benchmarking, although a popular practice, often falls short of its true potential and can even mislead an organization. In this webinar we’ll guide you through a comprehensive process for optimal benchmarking, covering key aspects from planning and conducting through analyzing and evaluating. We‘ll cover essential elements such as defining clear objectives, choosing the right...

Event Description Deal activity in the energy industry is expected to increase as one of the critical levers to spur growth. Join our webcast geared toward all energy sectors to understand what actions you can take to prepare your company to make acquisitions or divestitures in the energy industry. Our presenters who have deep experience...

Event Description The technology industry is undergoing rapid transformation, with growth becoming more critical—and more complex—than ever before. Tech executives and boards must now navigate a challenging landscape where both organic and inorganic strategies play vital roles in achieving sustainable success. Join us for an insightful webcast where we will explore the key trends and...

Event Description During this webinar, insights on 2024 M&A dispute trends will be shared, along with recommendations on mitigating these disputes. The session will also cover perspectives on what 2025 holds for M&A disputes, focusing on working capital and earn-outs disputes. The presenters will draw from their experiences in pre-signing advice and post-closing dispute resolution...

Event Description Despite ongoing uncertainties, manufacturers are focused on growth - staying competitive, innovative, and meeting evolving market demands. Join us for an insightful webcast where industry leaders delve into the dynamic world of growth strategies tailored for the manufacturing industry. This session will explore both organic and inorganic growth approaches, providing you with the...

Join us for a one-hour session designed specifically for insurance company leaders. Gain a comprehensive understanding of the NAIC’s Principles-Based Bond Project and its impact on financial reporting. Our experts will provide insights on the latest updates, including changes to SSAPs, Schedule D, Schedule BA, and more. This session is crucial for preparing your organization...

In the era of enhanced technology transformation, organizations are increasingly exposed to new threats. This underscores the importance of proactive digital controls and governance to mitigate risks and build and maintain trust equity with your stakeholders. We’ll discuss: 

Federal and state motor fuel excise tax is imposed on fuel placed in an internal combustion motor vehicle for the privilege of using the public roads and highways. Conversion to more fuel-efficient and electric vehicles means excise tax revenue is being reduced significantly. As a result, some states are seeking alternative sources of excise tax...

As artificial intelligence (AI) becomes more prevalent in our everyday lives, fraud investigations are taking on a different approach with the use of AI. From email scams and deepfakes impacting investigations to emotion detection and image recognition enhancing investigations, AI can take on many forms and roles. Join our forensics panel for the first session...

Webcast overview As we end another busy year in tax developments, and on the heels of the election, hear a panel of KPMG LLP speakers as they delve into the latest tax controversy topics. This session will cover: Economic substance: Get the latest information on increased economic substance enforcement Update from Washington: Get early predictions...

For technology companies, staying ahead of evolving cyber threats and safeguarding your data, reputation, and operations is crucial for long-term success. Join us for an insightful webcast as we explore BDO Digital's 2024 State of Cyber Report, an essential guide in navigating this digital battleground. This webcast will provide a comprehensive overview of the top...

In this post-election edition of our regularly occurring webcast series, panelists will discuss the November 5 elections and what they may mean for tax policy. The expiring Tax Cuts and Jobs Act provisions remain top of mind for businesses and policymakers alike and their fate will be driven in large part by the outcome of...

Navigating the Future: Digital Evolution and Community Resilience In an era marked by digital disruption and economic shifts, the ability to innovate and adapt is essential for every community bank. Our 2024 Banking Seminar Series is an opportunity to gain critical insights and strategies to ensure your institution’s continued success. Designed specifically for bank executives,...