Transfer Pricing of Financial Transactions: Challenges and Opportunities
Free Live CPE Webinars New York
Helping Clients Navigate the Employee Retention Credit Mess | Session Two
Free Live CPE Webinars New York
International tax talk quarterly series with the EY Global Tax Desk Network – November 2024
Free Live CPE Webinars New York
A tax sunset may be coming: Plan for today with an eye on the horizon
Free Live CPE Webinars New York
Post-Election Update from Washington | What this means to the Asset Management industry
Free Live CPE Webinars New York
Best Practices: Reconciling Nonprofit Development and Finance Numbers
Free Live CPE Webinars New York
Compliance Risks in Channel Partner Ecosystems – Technology Sector
Free Live CPE Webinars New York
Sales Tax Reverse Audits: Generating Cash In-Flow While Mitigating Exposure
Free Live CPE Webinars New York
The Ever-Changing Landscape of Internal Controls Over Financial Reporting (ICFR)
Free Live CPE Webinars New York
Navigating Mergers and Acquisitions in Today’s New Landscape: And the Effects of Private Equity
Free Live CPE Webinars New York
Beyond the Ballot: Understanding the Impact of Recent Elections
Free Live CPE Webinars New York
The Election Results Are In: What Does it Mean for U.S. Tax Policy?
Free Live CPE Webinars New York
Executive Forum 2024: Leveraging technology to drive efficiency
Free Live CPE Webinars New York
Audit Preparation: Leading Practices for 2024 with FinQuery, FloQast, & Crowe — Roundtable
Free Live CPE Webinars New York
Let’s Go IPO: Organizational Readiness & Pitfalls to Avoid Preparing to IPO
Free Live CPE Webinars New York
Executive Forum 2024: Modernizing financial planning systems in manufacturing
Free Live CPE Webinars New York
Energy Efficient Home Improvements Credit & Residential Clean Energy Property Credit: How the Inflation Reduction Act revised these credits
Free Live CPE Webinars New York
Navigating Legal & Compliance Risks: A Guide for Corporate Leaders
Free Live CPE Webinars New York
The Secrets to Pain-Free ASC 842 & IFRS 16 Audits for Public Companies
Free Live CPE Webinars New York
Week of Events
Monday, November 11, 2024
No events on this day.
Tuesday, November 12, 2024
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November 12, 2024 -3.5CPE – 2024 Financial Services Virtual Symposium
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November 12, 2024 -3 CPE -Driving Nonprofit Success Through Endowments
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November 12, 2024 -BDO’s 2024 Audit Innovation Survey: Key Findings & Insights
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November 12, 2024 -Transfer Pricing of Financial Transactions: Challenges and Opportunities
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November 12, 2024 -HITRUST CSF: A Comprehensive Overview
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November 12, 2024 -5 Keys to Highly Accurate Inventory Management
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November 12, 2024 -Health Care Third-Party Vendor Risk Management
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November 12, 2024 -Reflecting on Tax Season’s Challenges and Triumphs
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November 12, 2024 -Helping Clients Navigate the Employee Retention Credit Mess | Session Two
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November 12, 2024 -International tax talk quarterly series with the EY Global Tax Desk Network – November 2024
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November 12, 2024 -A tax sunset may be coming: Plan for today with an eye on the horizon
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November 12, 2024 -Exploring Ethics
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November 12, 2024 -Year-End Tax Planning — Don’t Leave Money on the Table
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November 12, 2024 -Your Dynamics GP Road Map: Exploring Business Central
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November 12, 2024 -Post-Election Update from Washington | What this means to the Asset Management industry
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November 12, 2024 -The CMMC Rule Is Final: What’s Next?
3.5CPE – 2024 Financial Services Virtual Symposium
Join Forvis Mazars and other industry leaders for an informative event as we share insights on trending topics redefining the banking industry. We’ll discuss accounting and tax updates, credit risk, regulatory compliance, cybersecurity, and more. Learning Objectives Upon completion of this program, participants will be able to: CPE Information 7.00 CPE Credit (pending approval) Seven...
3 CPE -Driving Nonprofit Success Through Endowments
Event Overview Join us for a virtual half-day conference designed to help your nonprofit enhance the management of your endowment and strengthen your financial sustainability. This event is tailored to provide actionable insights that will empower you to make a lasting impact on your organization’s endowment strategy. Gain industry perspectives from leading experts in investment...
BDO’s 2024 Audit Innovation Survey: Key Findings & Insights
Join us in a panel discussion where we share key findings and insights from BDO’s 2024 Audit Innovation Survey including market perceptions on barriers to a smooth financial audit, expectations of audit firms, the tie between technology and trust in auditing, the use of AI within finance & accounting, and tactics to address the accounting...
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...
HITRUST CSF: A Comprehensive Overview
HITRUST CSF: A Comprehensive Overview Date: Tuesday, November 12, 2024 at 1 – 3 P.M. ET During this CPE webinar, we will dive into the origins of the HITRUST Framework, as well as its current role in cybersecurity and third-party compliance. Discover how to determine if your organization could benefit from HITRUST certification and which...
5 Keys to Highly Accurate Inventory Management
Event details In today's rapidly evolving manufacturing landscape, accurate inventory management is critical for maintaining operational efficiency and financial health. This webinar will focus on practical strategies for improving inventory accuracy, protecting working capital, managing cash flow more effectively, and reducing financial headaches. After attending this session, you should be able to: Don’t miss this...
Health Care Third-Party Vendor Risk Management
Health care organizations have many vendors and suppliers supporting critical business operations. These third parties pose a risk to the industry due to the potential of a compromise to patient privacy and safety. Health care organizations must manage the risk of these third parties. Is your security and compliance program effective in dealing with these...
Reflecting on Tax Season’s Challenges and Triumphs
Building on the reflections from Session 1, this session focuses on the importance of mindfulness in tax preparation and its impact on productivity and accuracy. Participants will explore stress management techniques, improved decision making and professional growth, preparing them for a more balanced tax season. Learning Objectives: Delivery Method: Group Internet Course Level: Basic Field of Study: Personnel/Human...
Helping Clients Navigate the Employee Retention Credit Mess | Session Two
Event Overview Recent developments in Employee Retention Credit (ERC) processing and IRS ERC examinations have left many who made ERC claims in the dark as to whether they will receive them. Others are wondering whether they will be the scapegoat in penalties for an overreaching claim. Many CPAs and tax preparers are stuck in the...
International tax talk quarterly series with the EY Global Tax Desk Network – November 2024
Recent proposed tax changes across the globe may have significant implications for companies in the next quarter and beyond. Some of these changes are complex, so it is important that businesses understand them and try to prepare now – particularly for those that take effect in 2025. Join our Global Tax Desk professionals for insights...
A tax sunset may be coming: Plan for today with an eye on the horizon
With the scheduled sunset of the Tax Cuts and Jobs Act of 2017 (TCJA), it’s important to not lose perspective on your current tax planning goals and objectives. The TCJA significantly altered individual income and wealth transfer tax provisions, resulting in implications for current tax planning and future tax policies post-election. We’ll discuss:
Exploring Ethics
This event was cancelled by Forvis Mazar. If they repost the webinar, I will post the new link into this event. Join us for an insightful session as we discuss ethics. Topics will include why we learn about ethics, where our ethics come from, using a code of ethics, solving ethical dilemmas, and working with...
Year-End Tax Planning — Don’t Leave Money on the Table
Given the uncertain tax environment this year, your tax plan may need substantial changes. Join our complimentary webinar to learn how taking a proactive approach to year-end tax planning can help you make strategic decisions for financial success. At the end of this session, you will be able to: Please register by November 11, 2024. CPE Recommended CPE: 1...
Your Dynamics GP Road Map: Exploring Business Central
Join us for an informative webinar where we explore the journey from Microsoft Dynamics GP to Dynamics 365 Business Central. Learn about the migration process, key benefits and considerations for making the transition, a sneak peek into the Business Central system, and more. Learning Objectives Upon completion of this program, participants will be able to:...
Post-Election Update from Washington | What this means to the Asset Management industry
Webcast overview With election season behind us, please join us for an engaging discussion with John Gimigliano, Principal-in-Charge, Federal Legislative and Regulatory Services, Washington National Tax, and Greg Williams, Line of Business Leader, KPMG Asset Management and Private Equity, as they unpack the 2024 U.S. federal election results to date and explore the potential implications to the...
The CMMC Rule Is Final: What’s Next?
The Cybersecurity Maturity Model Certification (CMMC) Program rule (32 CFR) has just been published in the Federal Register as a final rule. CMMC is now officially the program within the U.S. Department of Defense (DOD) for securing Controlled Unclassified Information (CUI) within the DOD’s supply chain. As one of the earliest authorized Certified Third-Party Assessment...
Wednesday, November 13, 2024
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November 13, 2024 -3.5CPE – 2024 Financial Services Virtual Symposium
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November 13, 2024 -Q4 2024 Quarterly sustainability webcast
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November 13, 2024 -EPS Back-to-basics refresher
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November 13, 2024 -SEC hot topics: Year-end update
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November 13, 2024 -How Audit Analytics Transforms Government Teams
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November 13, 2024 -2024 Fall Accounting and Audit Update
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November 13, 2024 -The Future of Sustainability, Carbon Accounting, and ESG
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November 13, 2024 -Election 2024: Insights and actions
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November 13, 2024 -What you need to know about the Build America, Buy America Act
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November 13, 2024 -Best Practices: Reconciling Nonprofit Development and Finance Numbers
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November 13, 2024 -Compliance Risks in Channel Partner Ecosystems – Technology Sector
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November 13, 2024 -Sales Tax Reverse Audits: Generating Cash In-Flow While Mitigating Exposure
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November 13, 2024 -Financial Services Trends and Insights — Q4 2024
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November 13, 2024 -Overview of Sage Intacct 2024 Release
3.5CPE – 2024 Financial Services Virtual Symposium
Join Forvis Mazars and other industry leaders for an informative event as we share insights on trending topics redefining the banking industry. We’ll discuss accounting and tax updates, credit risk, regulatory compliance, cybersecurity, and more. Learning Objectives Upon completion of this program, participants will be able to: CPE Information 7.00 CPE Credit (pending approval) Seven...
Q4 2024 Quarterly sustainability webcast
Join our sustainability specialists for the next quarterly discussion of the latest ESG accounting and reporting developments in the US and abroad. Presenter:Heather Horn, PwC National Office Sustainability and Thought Leader Who should attend: Controllers; finance directors; others with roles in accounting, financial, and ESG reporting, including sustainability officers, investor relations, audit committee and board members,...
EPS Back-to-basics refresher
Webcast overview Join our discussion as KPMG professionals provide a review on calculating EPS - including basic EPS, diluted EPS, presentation and disclosure, interim reporting considerations and more. Applicability Event contents Interim reporting considerations 23 and 24 sessions will be the same, participants are only eligible to receive CPE for attending one session. Basic EPS...
SEC hot topics: Year-end update
In an evolving and uncertain business environment, it is critical that Securities and Exchange Commission (SEC) registrants provide investors with relevant and transparent disclosures and stay abreast of developing regulatory requirements. What are key considerations for year end? We’ll discuss:
How Audit Analytics Transforms Government Teams
Event details This session is recommended for 1.5 hours of CPE credit. Data analytics is critical to every internal audit function, whether it is used for individual audits, risk assessments, or collaboration with management. It helps identify risks, improve efficiency, and present data to management meaningfully. During this webinar, industry specialists will cover practical steps...
2024 Fall Accounting and Audit Update
Understanding key regulatory developments and their potential effects on the not-for-profit sector is critical to navigating your organization’s accounting and reporting requirements. Join us for our webcast, Fall 2024 Not-for-Profit Accounting and Auditing Update. We’ll discuss what we have learned from newly adopted accounting and auditing standards and areas critical to not-for-profit organizations.
The Future of Sustainability, Carbon Accounting, and ESG
Event Overview Sustainability and Environmental, Social, and Governance (ESG) concepts continue to shape the corporate landscape in America and globally. Understanding their impact and the data-driven approach to reporting will be essential for continued growth and success, as well as adherence to increasing regulatory standards. This session will equip you with the knowledge and skills...
Election 2024: Insights and actions
Event overview As we navigate the outcomes of the recent presidential and congressional elections, RSM invites you to join us for two informative webcasts. We’ll delve into the key takeaways and potential implications of the new political landscape, particularly how it may influence federal tax policy as we approach the looming expirations of the Tax...
What you need to know about the Build America, Buy America Act
Join us on Nov. 13 as we discuss the intricacies of the Build America, Buy America (BABAA) as it related to requirements and compliance. Enacted in 2021 as part of the Infrastructure Investment and Jobs Act (IIJA), the Build America, Buy America Act (BABAA) established a domestic content procurement preference requiring that all iron, steel,...
Best Practices: Reconciling Nonprofit Development and Finance Numbers
Join us and learn best practices and strategies to keep your organization’s team and numbers on the same page. Attend this webinar to learn: Internal controls and processes to keep your finance and development teams aligned Why differences exist between the financial reports from the development and finance teams Best practices for quickly resolving these...
Compliance Risks in Channel Partner Ecosystems – Technology Sector
Please join our panel of professionals for our webcast – a timely discussion on recent regulatory and compliance trends in the technology sector.
Sales Tax Reverse Audits: Generating Cash In-Flow While Mitigating Exposure
Join this webcast to explore highlights from our 2024 Fall board survey of public company directors. We will break down some of the more newsworthy and prevalent topics that boards are addressing. Register for the full Center for Corporate Governance Webcast Series.
Financial Services Trends and Insights — Q4 2024
Keep abreast of the latest developments in the financial services industry to help your organization spot opportunities, drive innovation and growth, and secure a competitive edge. In this complimentary webinar, we’ll delve into risks associated with compliance, credit, and cybersecurity — and discuss actionable strategies for financial services organizations to consider. At the end of this session,...
Overview of Sage Intacct 2024 Release
Join Armanino’s Sage Intacct experts as they cover the final Sage Intacct release of 2024. Get their expert insights into the latest release features to see how you can get the most out of your Sage Intacct solution. Plus, we will have Q&A at the end, so bring your most pressing questions to get direct...
Thursday, November 14, 2024
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November 14, 2024 -4CPE – Withum’s Annual Business and Finance Symposium
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November 14, 2024 -Empowering Nonprofits: Streamlining Reporting & Planning
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November 14, 2024 -The Ever-Changing Landscape of Internal Controls Over Financial Reporting (ICFR)
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November 14, 2024 -Navigating Mergers and Acquisitions in Today’s New Landscape: And the Effects of Private Equity
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November 14, 2024 -2024 Year-End Webinar Series
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November 14, 2024 -Future of the digital customer experience
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November 14, 2024 -Beyond the Ballot: Understanding the Impact of Recent Elections
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November 14, 2024 -Economic and Market Update with Jeffrey Kleintop
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November 14, 2024 -The Election Results Are In: What Does it Mean for U.S. Tax Policy?
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November 14, 2024 -Executive Forum 2024: Leveraging technology to drive efficiency
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November 14, 2024 -Audit Preparation: Leading Practices for 2024 with FinQuery, FloQast, & Crowe — Roundtable
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November 14, 2024 -Let’s Go IPO: Organizational Readiness & Pitfalls to Avoid Preparing to IPO
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November 14, 2024 -AI-fueled finance transformation: An AI guide for CFOs
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November 14, 2024 -Executive Forum 2024: Harnessing new technologies in banking
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November 14, 2024 -Executive Forum 2024: Modernizing financial planning systems in manufacturing
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November 14, 2024 -Executive Forum 2024: Future-proofing your tech business
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November 14, 2024 -Executive Forum 2024: Tech-driven efficiency and integration
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November 14, 2024 -Energy Efficient Home Improvements Credit & Residential Clean Energy Property Credit: How the Inflation Reduction Act revised these credits
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November 14, 2024 -2024 Year-End Webinar Series
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November 14, 2024 -Consumer & Retail Executive Insights: Post-election webcast
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November 14, 2024 -Navigating Legal & Compliance Risks: A Guide for Corporate Leaders
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November 14, 2024 -Unlocking value in your finance workforce with GenAI
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November 14, 2024 -Beyond the Ballot: Workforce Insights After Election Day
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November 14, 2024 -The Secrets to Pain-Free ASC 842 & IFRS 16 Audits for Public Companies
4CPE – Withum’s Annual Business and Finance Symposium
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...
Empowering Nonprofits: Streamlining Reporting & Planning
Join us for an informative webinar and explore how Solver, a robust financial planning and analysis tool, can help nonprofits streamline their financial management processes. Gain insight on practical strategies to help enhance financial reporting and planning and more. Learning Objectives Upon completion of this program, participants will be able to: CPE Information 1.00 CPE...
The Ever-Changing Landscape of Internal Controls Over Financial Reporting (ICFR)
Webcast overview In the latest installment of the Future of SOX webcast series, we delve into the ever-changing landscape of Internal Controls Over Financial Reporting (ICFR). Specific topics of discussion include: Discussing the emerging hot topics surrounding ICFR. Exploring the latest developments and trends in PCAOB inspection findings and inspection focus areas Analyzing material weakness...
Navigating Mergers and Acquisitions in Today’s New Landscape: And the Effects of Private Equity
This course offers valuable insight into developing and implementing an M&A strategy, identifying the opportunity, completing the transaction, creating “One Firm” (Structure and Transition), and the aftermath of discovering the unknown. You will also learn the benefits and consequences of economies of scale, how to be flexible, open to change, and the ability to evolve...
2024 Year-End Webinar Series
Looking to prepare for year-end? Join our professionals for four days of content. Learn what’s trending in tax, audit, employee benefit plans, business combinations, M&A integration, and digital transformation. Participants are eligible for an estimated eight CPE credits. Join multidisciplinary professionals from our audit, tax, and consulting teams as they present important year-end updates over...
Future of the digital customer experience
An enhanced digital customer experience can help companies to stand out. However, industries like manufacturing, engineering & construction, and aerospace & defense often face unique challenges due to complex products, projects, and value chains. We’ll discuss:
Beyond the Ballot: Understanding the Impact of Recent Elections
Join us as we discuss and explore the status of the presidential and congressional elections. Our National Tax Services team will analyze how the evolving political landscape may reshape key policies and priorities in Washington and how changes may impact businesses and individuals.
Economic and Market Update with Jeffrey Kleintop
Event Overview Eide Bailly invites you to join us for a webinar presented by Jeffrey Kleintop, Managing Director and Chief Global Investment Strategist at Charles Schwab & Co. During this webinar, Jeffrey will discuss key topics surrounding the Global Market Outlook.
The Election Results Are In: What Does it Mean for U.S. Tax Policy?
Register for the next webcast in the 2024 Tax Strategist Webcast Series. Discover how the recent election results could reshape U.S. tax policy in our upcoming webcast. Join BDO's panel of tax professionals as they analyze potential legislative changes during the lame duck Congressional session. We'll explore the impact on expiring tax provisions and discuss new...
Executive Forum 2024: Leveraging technology to drive efficiency
Event description Join us for an insightful webcast on leveraging technology modernization to drive efficiency in your business. We’ll explore key strategies such as automating routine tasks, integrating digital systems, investing in cloud computing, enhancing data analytics, focusing on cybersecurity, and adopting agile methodologies. Learn how these technologies can streamline operations, reduce costs, and improve...
Audit Preparation: Leading Practices for 2024 with FinQuery, FloQast, & Crowe — Roundtable
Learning Objectives
Let’s Go IPO: Organizational Readiness & Pitfalls to Avoid Preparing to IPO
Preparing for an IPO is a complex journey that demands time, resources and extensive planning. With a backlog of companies eyeing the public markets and many CFOs navigating this process for the first time, it's crucial to assess your organization thoroughly, define a clear roadmap to address any outstanding needs and ensure readiness for the...
AI-fueled finance transformation: An AI guide for CFOs
It’s time to move beyond the hype and get practical about FinanceAITM—a finance function that embraces artificial intelligence (AI) as a collaborator to enhance human capabilities and unlock untapped potential for growth, resilience, and innovation. But doing so does not mean moving without a plan. We’ll discuss:
Executive Forum 2024: Harnessing new technologies in banking
Event description Through the rise of cloud computing and AI technologies, many banks are challenged to drive efficiency into their operations by leveraging technology, data and artificial intelligence. Join this webcast in which our industry leaders explore the opportunities that technology can offer to banking institutions to streamline operations, reduce costs and risks, and improve...
Executive Forum 2024: Modernizing financial planning systems in manufacturing
Event description As manufacturers face the sunset of their legacy software systems, the need for modern solutions becomes critical. This webcast will explore the transition from outdated financial planning, budgeting, and forecasting tools to advanced Enterprise Performance Management (EPM) systems. Date and time Thursday, November 14, 2024 2:00 PM ET - 3:00 PM ET Recommended CPE...
Executive Forum 2024: Future-proofing your tech business
Event description In today's rapidly evolving tech landscape, companies are harnessing advanced capabilities to drive transformation across various business areas. From finance transformation to tech modernization and tax technology, leading companies are integrating innovative solutions to stay competitive, streamline operations, and maximize growth. Join us for a comprehensive webcast that will explore how tech companies...
Executive Forum 2024: Tech-driven efficiency and integration
Event description In our recent energy survey, energy finance leaders highlighted technology as a crucial driver of efficiency and integration. Join our webcast – tailored for finance and technology leaders across all energy sectors – to explore real-life technology use cases and their practical implications for your energy company. Our presenters, with extensive energy industry...
Energy Efficient Home Improvements Credit & Residential Clean Energy Property Credit: How the Inflation Reduction Act revised these credits
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. This free webinar...
2024 Year-End Webinar Series
Looking to prepare for year-end? Join our professionals for four days of content. Learn what’s trending in tax, audit, employee benefit plans, business combinations, M&A integration, and digital transformation. Participants are eligible for an estimated eight CPE credits. Join multidisciplinary professionals from our audit, tax, and consulting teams as they present important year-end updates over...
Consumer & Retail Executive Insights: Post-election webcast
Webcast overview Join us for this webcast that delves into the post-election landscape and its implications for consumer products and retail executives. This panel discussion will focus on the macroeconomy, geopolitics, and tax policies affecting consumer products and retail companies. Panelists will discuss the post-election economic policies or agendas that will impact both consumers and...
Navigating Legal & Compliance Risks: A Guide for Corporate Leaders
Join us for an informative webinar and explore strategic insights into the complex interplay of law, corporate governance, and financial compliance in our second session of this fall’s Forensics Institute. Co-hosted with SECIL Law PLLC, a leading DC-based securities and white-collar boutique law firm, our distinguished panel of legal and accounting professionals will share insights...
Unlocking value in your finance workforce with GenAI
Webcast overview Join KPMG for this upcoming webcast. You will: Learn about metrics to track and capture true value of AI in your workforce Learn how organizations are transitioning from experimenting with AI to focusing on adoption to drive value to the enterprise Explore how leading companies are deconstructing the work to get better results...
Beyond the Ballot: Workforce Insights After Election Day
Many employers are still grappling with new compliance challenges enacted in recent years, and are concerned about the many new proposals being debated in the 2024 election cycle. Additionally, unresolved legislative priorities from past years may be brought to the forefront in the critical first year of an administration. What should employers expect in this...
Friday, November 15, 2024
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November 15, 2024 -2024 Banking Seminar Series
2024 Banking Seminar Series
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,...

