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DTSTART;TZID=America/New_York:20250317T140000
DTEND;TZID=America/New_York:20250317T150000
DTSTAMP:20260610T062745
CREATED:20250307T202322Z
LAST-MODIFIED:20250307T202328Z
UID:10008912-1742220000-1742223600@www.freelivecpe.com
SUMMARY:Legal Entity Rationalization: Income Tax Considerations of U.S. Intercompany Debt Cleanup
DESCRIPTION:Webcast overview\n\n\n\nThis webcast is designed to showcase certain U.S. federal\, state\, and local income tax issues related to intercompany debt cleanup in connection with Legal Entity Rationalization (LER) projects.  Come prepared to learn where potential traps may be hidden when unwinding intercompany debt and how to avoid unintended tax consequences.  \n\n\n\nJoin us for this instructive TaxWatch webcast where our M&A and SALT Tax professionals discuss the complexities of unwinding intercompany debt during an LER project\, along with strategies to preserve valuable tax attributes.  \n\n\n\nWe plan to cover:  \n\n\n\n\nCharacterization/recharacterization of intercompany debt and the related risks\n\n\n\nDebt at liquidating entities\n\n\n\nKey SALT Planning with intercompany debt\n\n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay.
URL:https://www.freelivecpe.com/event/legal-entity-rationalization-income-tax-considerations-of-u-s-intercompany-debt-cleanup/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250318T110000
DTEND;TZID=America/New_York:20250318T120000
DTSTAMP:20260610T062745
CREATED:20250222T200738Z
LAST-MODIFIED:20250313T141638Z
UID:10008837-1742295600-1742299200@www.freelivecpe.com
SUMMARY:Internal Audit 2025: Five Internal Audit Priorities for the Year Ahead
DESCRIPTION:Description: \n\n\n\nAfter 5 years of perpetual risk-induced disruption\, internal auditors are positioning for success in the 2nd half of the 2020s. But 2025 is ushering in more disruption and uncertainty. Join Richard Chambers for an AuditBoard webinar focused on the state of the profession in 2025\, challenges and opportunities internal auditors that lie ahead\, and five critical initiatives that should be prioritized for the coming year. \n\n\n\nLearning Objectives:  \n\n\n\n\nExplore key takeaways for internal auditors from the major events of the past year.\n\n\n\nDiscuss the top challenges and opportunities that lie ahead in 2025.\n\n\n\nPlan for the coming year by exploring five priorities to successfully navigate the risks and opportunities that await.\n\n\n\n\nCPE Credit(s): 1 \n\n\n\nField of Study: Auditing \n\n\n\nInstructional Delivery Method: Group Internet Based \n\n\n\nLevel: Basic \n\n\n\nPrerequisite: None \n\n\n\nAdvanced Preparation: None  \n\n\n\n*Click here for more CPE Information.
URL:https://www.freelivecpe.com/event/internal-audit-2025-five-internal-audit-priorities-for-the-year-ahead/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250318T113000
DTEND;TZID=America/New_York:20250318T130000
DTSTAMP:20260610T062745
CREATED:20250222T143101Z
LAST-MODIFIED:20250222T143515Z
UID:10008790-1742297400-1742302800@www.freelivecpe.com
SUMMARY:Q1 2025 Quarterly Outlook
DESCRIPTION:Webcast overview\n\n\n\nIn this webcast\, KPMG professionals discuss major developments that may affect a company’s accounting and financial reporting in the current period and near term.  \n\n\n\nApplicability\n\n\n\n\nAll companies\n\n\n\n\nEvent contents\n\n\n\n\nRecent SEC and FASB developments\n\n\n\nThe latest on sustainability reporting\n\n\n\nAccounting standards effective in 2025\n\n\n\n\n*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. Since the content for the March 18 and 19 sessions will be the same\, participants are only eligible to receive CPE for attending one session.st replay.
URL:https://www.freelivecpe.com/event/q1-2025-quarterly-outlook/2025-03-18/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250318T120000
DTEND;TZID=America/New_York:20250318T130000
DTSTAMP:20260610T062745
CREATED:20250209T002750Z
LAST-MODIFIED:20250211T003930Z
UID:10008775-1742299200-1742302800@www.freelivecpe.com
SUMMARY:Cybersecurity & Ransomware Are Everyone’s Problem
DESCRIPTION:Summary \n\n\n\nCyber and ransomware attacks are no longer a distant threat for companies\, they’re an escalating reality for many organizations and have broad impacts on teams across those companies affected – and working together to prepare is critical.  \n\n\n\nIn this interactive session\, a panel of cross-functional experts will walk through a mock tabletop exercise of a ransomware attack. Representing ESG\, audit & risk\, SEC reporting\, and IT/InfoSec perspectives\, they’ll dissect critical questions that teams at your organization should consider and address to prepare for and respond to a cyberattack. \n\n\n\nWith ransomware attack payments skyrocketing and new cybersecurity and data privacy incident disclosure requirements\, this session will equip you to navigate the challenges of today’s cybersecurity landscape. This exercise highlights the urgent need for collaboration across teams to mitigate regulatory\, financial\, and reputational risks.  \n\n\n\nGain insights into the practical steps required to align with other teams\, enhance organizational readiness\, and participate in future tabletop exercises.  \n\n\n\nAfter attending this session\, you will be able to: \n\n\n\n\nIdentify the impacts of ransomware attacks on cross-functional teams\, including ESG\, audit and risk management\, and financial reporting.\n\n\n\nDiscuss the various regulatory requirements for reporting a cybersecurity incident and their implications for incident response.\n\n\n\nLearn how to foster alignment and improve communication between teams\, and how to incorporate different roles across an organization into tabletop exercises.\n\n\n\nExplore actionable strategies to effectively prepare for and respond to real-world ransomware attacks.\n\n\n\n\nWorkiva\, national sponsor of Pro Groups\, offers 1 complimentary CPE credit for this session. \n\n\n\nCredits: 1 \n\n\n\nDuration: 60 minutes \n\n\n\nField of Study: Accounting \n\n\n\nMore CPE information →
URL:https://www.freelivecpe.com/event/cybersecurity-ransomware-are-everyones-problem/2025-03-18/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250318T120000
DTEND;TZID=America/New_York:20250318T130000
DTSTAMP:20260610T062745
CREATED:20250228T230534Z
LAST-MODIFIED:20250228T230539Z
UID:10008865-1742299200-1742302800@www.freelivecpe.com
SUMMARY:Insurance Industry Symposium
DESCRIPTION:Webcast overview\n\n\n\nWe are pleased to invite you to the KPMG Insurance Industry Symposium. This virtual event will feature timely updates on insurance industry issues from KPMG subject matter professionals. During this webcast\, we will discuss: \n\n\n\nAgenda \n\n\n\nInsurance: What Never Changes \n\n\n\n\nIn a world focused on change\, the core principles of the insurance industry remain the same: human behavior\, risk\, and trust. \n\n\n\n\nCharting the Course: Economic Trends \n\n\n\n\nUnderstand the latest economic trends and their implications for insurers.\n\n\n\n\nInsurance M&A Landscape \n\n\n\nExplore the key mergers and acquisitions trends in the insurance carrier and broker markets and how they are supporting growth and innovation objectives.
URL:https://www.freelivecpe.com/event/insurance-industry-symposium-4/
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:20250318T130000
DTEND;TZID=America/New_York:20250318T140000
DTSTAMP:20260610T062745
CREATED:20250222T144759Z
LAST-MODIFIED:20250222T144945Z
UID:10008797-1742302800-1742306400@www.freelivecpe.com
SUMMARY:BDO’s Healthcare Trends & Topics Webcast Series: Top Priorities for Healthcare CFOs in 2025
DESCRIPTION:BDO’s annual Healthcare CFO Outlook Survey examines how healthcare CFOs are adapting to the changing economic environment and devising strategies to thrive amid financial pressure. \n\n\n\nAs you plan for what’s next\, we invite you to join us as we discuss our data-backed survey highlights of healthcare CFO’s priorities and pursuits in the year ahead. An update on the latest compliance and regulatory issues facing the healthcare industry will be provided at the end of the webinar.
URL:https://www.freelivecpe.com/event/bdos-healthcare-trends-topics-webcast-series-top-priorities-for-healthcare-cfos-in-2025/
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:20250318T130000
DTEND;TZID=America/New_York:20250318T140000
DTSTAMP:20260610T062745
CREATED:20250222T170550Z
LAST-MODIFIED:20250222T170631Z
UID:10008828-1742302800-1742306400@www.freelivecpe.com
SUMMARY:Government Reimbursement: Hurdles\, Trends\, Audits\, and More
DESCRIPTION:Join us for our webcast\, Government Reimbursement: Hurdles\, Trends\, Audits\, and More. \n\n\n\nWe’ll cover an array of topics in the evolving government reimbursement landscape\, including: \n\n\n\n\nMedicaid redeterminations and their significant impact on Medicare disproportionate share hospital (DSH) payments and 340B qualification\n\n\n\nStrategies for covered entities to safeguard their 340B eligibility due to changing circumstances\n\n\n\nAdditional challenges faced by hospitals\, including common MCReF warnings and pitfalls in the new Medicare cost report templates\, focusing on Worksheet S-10 and Medicare bad debt\n\n\n\nThe latest trends in the federal Uncompensated Care (UC) pool and insights from the most recent nationwide S-10 audits\n\n\n\nA review of ongoing litigation surrounding Medicare DSH payments and the critical implications of the recent 1115 waiver decision\n\n\n\n\nDon’t miss this comprehensive state of government reimbursement session that aims to provide hospitals with the tools and knowledge needed to navigate this complex regulatory environment.
URL:https://www.freelivecpe.com/event/government-reimbursement-hurdles-trends-audits-and-more/
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:20250318T140000
DTEND;TZID=America/New_York:20250318T150000
DTSTAMP:20260610T062745
CREATED:20250221T212010Z
LAST-MODIFIED:20250221T212928Z
UID:10008785-1742306400-1742310000@www.freelivecpe.com
SUMMARY:Intersection of immersive technologies and humans in private companies
DESCRIPTION:Join us as we explore how augmented reality (AR) and virtual reality (VR) combined with Generative AI are revolutionizing on-the-job training and skill development. From AR-guided inspections and repairs to immersive VR environments for both hard and soft skill development\, these technologies can offer a psychologically and physically safe learning experience. We’ll discuss: \n\n\n\nLeveraging these technologies to drive compliance and adherence to standards. \n\n\n\nEnhancing the ability to capture and retain organizational knowledge through immersive technologies. \n\n\n\nUtilizing analytics to create personalized learning journeys.
URL:https://www.freelivecpe.com/event/intersection-of-immersive-technologies-and-humans-in-private-companies/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250318T150000
DTEND;TZID=America/New_York:20250318T160000
DTSTAMP:20260610T062745
CREATED:20250222T145115Z
LAST-MODIFIED:20250222T145122Z
UID:10008798-1742310000-1742313600@www.freelivecpe.com
SUMMARY:Retail 2025: AI-Driven Revenue and Resilient Supply Chains
DESCRIPTION:The retail industry is navigating a complex landscape of revenue growth and profitability challenges. As we look towards 2025\, the focus on bridging the gap between revenue and profitability\, leveraging technology for future-proofing\, and building resilient supply chains is paramount. \n\n\n\nJoin us for an enlightening webcast as we explore the insights from our 2025 Retail CFO Outlook Survey. This session will cover critical topics such as optimizing revenue strategies\, integrating advanced technologies\, and enhancing supply chain resilience to drive sustainable growth.
URL:https://www.freelivecpe.com/event/retail-2025-ai-driven-revenue-and-resilient-supply-chains/
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:20250318T160000
DTEND;TZID=America/New_York:20250318T173000
DTSTAMP:20260610T062745
CREATED:20250222T194810Z
LAST-MODIFIED:20250227T135230Z
UID:10008833-1742313600-1742319000@www.freelivecpe.com
SUMMARY:Q1 2025 Quarterly accounting webcast
DESCRIPTION:This webcast will cover key accounting and financial reporting considerations as companies close out Q1 2025. \n\n\n\nIf you are not able to join our webcast on March 12\, register for another session on March 18 or March 20. \n\n\n\nPresenter:Heather Horn\, PwC National Office Sustainability and Thought Leader \n\n\n\nWho should attend: Audit committee members\, CFOs\, controllers\, finance directors\, and others with a role in accounting and financial reporting. \n\n\n\nCPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the March 12\, March 18\, and March 20 sessions will be the same\, participants are only eligible to receive CPE for attending one session.
URL:https://www.freelivecpe.com/event/q1-2025-quarterly-accounting-webcast-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250319T120000
DTEND;TZID=America/New_York:20250319T130000
DTSTAMP:20260610T062745
CREATED:20250315T115342Z
LAST-MODIFIED:20250315T115347Z
UID:10008933-1742385600-1742389200@www.freelivecpe.com
SUMMARY:Reporting Overload: Managing the Weight of Related Party Basis Adjustment Reporting
DESCRIPTION:Webcast overview\n\n\n\nJust prior to the change of administration\, Treasury published final regulations that require reporting by taxpayers and material advisors of certain related party basis adjustment as transactions of interest (or TOIs). The reporting requirements apply to many routine business transactions\, include a 6-year look-back\, and are approaching quickly. Failure to properly identify and report these transactions can result in significant penalties. \n\n\n\nKPMG LLP invites you to attend a 60-minute webcast that will explore the new reporting requirements for these TOIs. The focus will be on the tax compliance and reporting obligations that will affect partnerships and partners for tax year 2019 until present. \n\n\n\nPresenters from the KPMG Washington National Tax office will cover top-of-mind topics\, including: \n\n\n\n\nAn overview of the final regulations\, including effective date considerations\,\n\n\n\nIllustrations as to some of the common transactions that may or may not be considered TOIs\, and\n\n\n\nA discussion of how taxpayers and material advisors are approaching compliance\n\n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay.
URL:https://www.freelivecpe.com/event/reporting-overload-managing-the-weight-of-related-party-basis-adjustment-reporting/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250319T130000
DTEND;TZID=America/New_York:20250319T140000
DTSTAMP:20260610T062745
CREATED:20250222T150219Z
LAST-MODIFIED:20250222T150226Z
UID:10008803-1742389200-1742392800@www.freelivecpe.com
SUMMARY:Fortifying Cybersecurity in Life Sciences: A Comprehensive Approach
DESCRIPTION:In an era where digital transformation is not just an advantage but a necessity\, life sciences companies are increasingly becoming targets for cyber threats and data breaches. The sensitive nature of the data handled by these companies\, from patient records to proprietary research\, makes them particularly vulnerable to attacks that can have far-reaching consequences. Recognizing the critical need for robust cybersecurity measures\, this webcast delves into the essentials of creating a resilient privacy control and reporting framework tailored for the life sciences sector. \n\n\n\nWho Should Attend: This webcast is designed for CISOs\, CIOs\, IT security professionals\, compliance officers\, and anyone involved in data protection and cybersecurity within the life sciences industry. Whether you are looking to build your cybersecurity framework from the ground up or seeking to enhance your existing measures\, this webcast will provide valuable insights and actionable strategies.
URL:https://www.freelivecpe.com/event/fortifying-cybersecurity-in-life-sciences-a-comprehensive-approach/
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:20250319T130000
DTEND;TZID=America/New_York:20250319T140000
DTSTAMP:20260610T062745
CREATED:20250222T194011Z
LAST-MODIFIED:20250301T214539Z
UID:10008832-1742389200-1742392800@www.freelivecpe.com
SUMMARY:Mitigating market price volatility: How to assess materials escalation change orders
DESCRIPTION:Newly proposed tariffs are likely to create pricing volatility in the construction materials market. This will have an impact on current and future construction projects. Your contracts\, project controls and change order review procedures need to be assessed to ensure they are adequate to mitigate the risks associated with periods of market volatility. \n\n\n\nJoin Baker Tilly for this complimentary CPE webinar to hear what’s on the horizon in the world of change orders. \n\n\n\nLearning objectives: \n\n\n\n\nLearn the status and potential impact of the proposed tariffs\n\n\n\nAssess the financial risks posed by the new tariffs\n\n\n\nIdentify methods to review project changes to mitigate risks\n\n\n\n\nPresenters: \n\n\n\n\nTony Ollmann\, CPA\, Principal\n\n\n\nRobert Zellmer\, CCA\, Senior Manager\n\n\n\n\nWho should attend: \n\n\n\n\nInternal audit professionals \n\n\n\nFacility administrators \n\n\n\nProject professionals \n\n\n\nChief Financial Officers (CFOs) \n\n\n\nChief Operating Officer (COOs) \n\n\n\nDirector of Capital Projects \n\n\n\nOther professionals involved in construction project management and facilities development \n\n\n\n\nRegister today!\n\n\n\nThis webinar is a part of Baker Tilly’s Construction audit toolbox webinar series. Check out other webinars in this series here.to the National Registry of CPE Sponsors through its website: nasbaregistry.org.  
URL:https://www.freelivecpe.com/event/mitigating-market-price-volatility-how-to-assess-materials-escalation-change-orders/
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:20250319T130000
DTEND;TZID=America/New_York:20250319T140000
DTSTAMP:20260610T062745
CREATED:20250222T204735Z
LAST-MODIFIED:20250301T214525Z
UID:10008840-1742389200-1742392800@www.freelivecpe.com
SUMMARY:Disruptors See the World Differently
DESCRIPTION:Disruptors See the World Differently\n\n\n\nJoin us for an insightful webinar that delves into the findings of our annual 2025 Global Board Governance Survey. This session will explore how disruptive organizations are better prepared to embrace inevitable change in a dynamic and evolving business landscape. In this joint survey conducted by Protiviti\, BoardProspects\, and Broadridge we reveal critical insights into how different organizations perceive and respond to disruption\, with a particular focus on technology modernization\, talent\, and culture.  \n\n\n\nLearning Objectives:  \n\n\n\n\nDisruptor vs. Disrupted: Show  where your organization is positioned on the continuum of disruptive leaders and those at risk of being disrupted.\n\n\n\nThe Power of Perspective: Examine how disruptors see the world differently and why they are better positioned to embrace change.\n\n\n\nThe Two Questions You Must Answer: Explain how these two questions could offer your organization a litmus test regarding its propensity to disrupt.\n\n\n\nBreaking Down Barriers—The Attributes of an Innovative Culture: Discover insights into the perceived barriers to\, and the keys to\, becoming a disruptor or responding agilely to market events. \n\n\n\n\nDon’t miss this opportunity to gain valuable insights from the 2025 Global Board Governance Survey and learn how your organization can better prepare for and embrace disruptive change. Register today and stay ahead of the curve! \n\n\n\nCPE: 1 credit available for live attendance \n\n\n\n*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Business Management & Organization. Program Level: Basic. Delivery Method: Group Internet Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions. \n\n\n\nProtiviti 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. For more information regarding refund\, concerns\, and program cancellation policies\, please contact the CPE Administrator at cpeprograms@protiviti.com.
URL:https://www.freelivecpe.com/event/disruptors-see-the-world-differently/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250319T130000
DTEND;TZID=America/New_York:20250319T140000
DTSTAMP:20260610T062745
CREATED:20250222T210154Z
LAST-MODIFIED:20250308T153419Z
UID:10008846-1742389200-1742392800@www.freelivecpe.com
SUMMARY:2025 Nonprofit Summit
DESCRIPTION:Nonprofit leaders are no stranger to adversity\, and ensuring your organization is primed to withstand top industry challenges is critical. Join our industry experts for four sessions on fraud risk and governance\, accounting standards\, AI and cyberthreats\, and tax updates. \n\n\n\nNonprofit organizations must constantly balance their mission alongside a plethora of industry challenges. From the rise of fraud risk to audit requirements to navigating AI and cyberthreats to tax compliance\, it’s critical that your organization is prepared for change to ensure you can focus on meeting the needs of your staff\, community\, and constituents. A proactive approach to mitigating industry challenges is key — and it starts with the right strategy. \n\n\n\nAgenda\n\n\n\nSession One | Wednesday\, February 26 | Preventing fraud in nonprofits through effective governance\n\n\n\nSession Two | Wednesday\, March 5 | Accounting standards update for nonprofit leadership\n\n\n\nSession Three | Wednesday\, March 12 | Embracing AI and managing cyberthreats in nonprofits\n\n\n\nSession Four | Wednesday\, March 19 | 2025 tax update for tax-exempt organizations\n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org of individual courses for CPE credit.
URL:https://www.freelivecpe.com/event/2025-nonprofit-summit/2025-03-19/
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:20250319T130000
DTEND;TZID=America/New_York:20250319T140000
DTSTAMP:20260610T062745
CREATED:20250301T013708Z
LAST-MODIFIED:20250301T013723Z
UID:10008885-1742389200-1742392800@www.freelivecpe.com
SUMMARY:Navigating Property Tax Strategies in 2025
DESCRIPTION:In today’s evolving economic landscape\, understanding property tax implications is crucial for business owners and property investors alike. Whether you own commercial real estate\, residential properties\, or manage a portfolio of assets\, navigating the complexities of property tax can significantly impact your bottom line. \n\n\n\nJoin us for our webcast\, Navigating Property Tax Strategies in 2025\, as we discuss how to approach property tax to improve your businesses tax strategy. Key topics include:  \n\n\n\nEnergy property tax considerations  \n\n\n\nFreeport tax exemptions \n\n\n\n2025 Colorado reappraisal deadline \n\n\n\nWestern States assessment appeal deadlines \n\n\n\nProperty tax relief around the LA fires \n\n\n\nIssues around declining value
URL:https://www.freelivecpe.com/event/navigating-property-tax-strategies-in-2025/
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:20250319T130000
DTEND;TZID=America/New_York:20250319T140000
DTSTAMP:20260610T062745
CREATED:20250307T232455Z
LAST-MODIFIED:20250307T232503Z
UID:10008918-1742389200-1742392800@www.freelivecpe.com
SUMMARY:Optimizing GP modules you already own
DESCRIPTION:Event overview\n\n\n\nDiscover hidden tools in GP 18.7 to streamline operations and save time. \n\n\n\nDuring this session we will explore the features and capabilities of GP version 18.7 that you may already have access to but might not be fully leveraging. We will show you how to optimize your existing GP modules to enhance your business operations and improve efficiency. \n\n\n\n\n\n\n\nPresenters\n\n\n\nKitty Geiger  |  Director  |  RSM US LLPBeth Riley  |  Manager  |  RSM US LLP \n\n\n\n\n\n\n\nLearning objectives\n\n\n\nUpon completion of this webcast\, attendees will be able to: \n\n\n\nArticulate the next steps for leveraging GP built-in functionality \n\n\n\nDescribe the features and capabilities available with GP 18.7 licensing \n\n\n\nExplain the capabilities and functions such as e-banking\, intercompany transactions and deferral schedules for revenue recognition\, and how to use the reconcile to GL tool
URL:https://www.freelivecpe.com/event/optimizing-gp-modules-you-already-own/
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:20250319T140000
DTEND;TZID=America/New_York:20250319T150000
DTSTAMP:20260610T062745
CREATED:20250222T153032Z
LAST-MODIFIED:20250315T195645Z
UID:10008811-1742392800-1742396400@www.freelivecpe.com
SUMMARY:Five Crucial Topics Controllers Must Present the CFO
DESCRIPTION:Join us for a live webinar\, where we’ll tackle the critical questions CFOs are facing today. We’ll explore the challenges of manual journal entries\, compliance complexities\, and time-consuming closing processes. Discover how Sage Intacct can help automate tasks\, streamline workflows\, and provide real-time insights into your organization’s financial health. Gain actionable strategies to help improve efficiency\, reduce risk\, and empower your finance team to make informed decisions to help drive growth. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify key challenges associated with traditional and manual financial processes.\n\n\n\nDescribe how modern\, cloud-based enterprise resource planning (ERP) systems like Sage Intacct can address these challenges.\n\n\n\nDemonstrate an understanding of Sage Intacct’s reporting and dashboard capabilities to provide key financial performance insights.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance\, during live broadcast.e\, during live broadcast.
URL:https://www.freelivecpe.com/event/five-crucial-topics-controllers-must-present-the-cfo/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250319T140000
DTEND;TZID=America/New_York:20250319T150000
DTSTAMP:20260610T062745
CREATED:20250228T230704Z
LAST-MODIFIED:20250228T230834Z
UID:10008866-1742392800-1742396400@www.freelivecpe.com
SUMMARY:Maximizing Benefits: Fiduciary Insights & Cost Savings
DESCRIPTION:Webcast overview\n\n\n\nKPMG LLP is pleased to invite you to a webinar regarding fiduciary governance for employee benefit plans. Designing plans that achieve compliance\, cost mitigation\, and engagement of talent must be a priority for employers of all sizes. \n\n\n\nDuring this webcast\, KPMG professionals will discuss benefit plan challenges associated with fiduciary governance\, including the following key topics: \n\n\n\n\nBest practices for benefit plan governance\n\n\n\nCurrent landscape of Pharmacy Benefit Managers (PBM) \n\n\n\nSavings levers that maintain plan richness for employees\n\n\n\nMental Health Parity Regulations and comparative assessments\n\n\n\n\nThis webcast will be of significant interest to CFOs\, Controllers\, Finance\, CHROs\, General Counsels\, human resources directors\, reward (compensation and benefits) professionals and other business and service providers. \n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay.
URL:https://www.freelivecpe.com/event/maximizing-benefits-fiduciary-insights-cost-savings/
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:20250319T140000
DTEND;TZID=America/New_York:20250319T150000
DTSTAMP:20260610T062745
CREATED:20250301T014053Z
LAST-MODIFIED:20250301T014059Z
UID:10008886-1742392800-1742396400@www.freelivecpe.com
SUMMARY:NetSuite for service industries
DESCRIPTION:Event overview\n\n\n\nJoin RSM professionals as they explore how NetSuite streamlines finance and operations for service firms with artificial intelligence-driven automation and real-time insights. Learn practical strategies\, see a live demonstration and gain actionable advice to enhance efficiency and growth. \n\n\n\nWhat to expect: \n\n\n\n\nIntroduction to NetSuite with AI capabilities: We’ll introduce our exclusive NetSuite bundle\, tailored specifically for service organizations to meet their financial and operational needs. This demo will also leverage AI to simplify tasks\, suggest actions and uncover business insights for improved decision making.\n\n\n\nPractical insights: Leverage our extensive experience in implementing and optimizing NetSuite for your firm through a live Q&A session.\n\n\n\nActionable strategies: Walk away with practical tips and strategies you can implement immediately to improve your firm’s performance.\n\n\n\n\n\n\n\n\nPresenters\n\n\n\nKaitlin Walker  |  Business and Professional Services Manager  |  RSM \n\n\n\nGraysen Wynens  |  Senior Associate  |  RSM \n\n\n\nKatherine Helper  |  Associate  |  RSM \n\n\n\n\n\n\n\nLearning objectives\n\n\n\nBy the end of this webcast participants will be able to: \n\n\n\nArticulate practical tips and strategies that can be implemented to improve company performance. \n\n\n\nExplain the latest NetSuite artificial intelligence capabilities. \n\n\n\nDescribe the positive benefits of implementing and optimizing NetSuite.
URL:https://www.freelivecpe.com/event/netsuite-for-service-industries/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250319T140000
DTEND;TZID=America/New_York:20250319T150000
DTSTAMP:20260610T062745
CREATED:20250301T140831Z
LAST-MODIFIED:20250301T140921Z
UID:10008893-1742392800-1742396400@www.freelivecpe.com
SUMMARY:Enhancing Internal Auditing by Implementing Topical Requirements
DESCRIPTION:Description: \n\n\n\nAfter much anticipation\, the first of a planned suite of Topical Requirements has been published to complement the Global Internal Audit Standards. An innovative component of the International Professional Practices Framework\, Topical Requirements are designed to improve the quality and reliability of internal audit services and results. By using a consistent approach to audit methodology\, they ensure that internal auditors are empowered to provide insightful\, relevant\, and targeted assurance and advice. \n\n\n\nTopical Requirements are mandatory when performing assurance engagements in specific risk areas tied to the risk assessment process. They will enable internal auditors to address key risks effectively regardless of the internal audit function’s size\, sector\, and maturity. \n\n\n\nThe IIA’s Vice President of Standards and Guidance will shed light on the development process of Topical Requirements\, emphasizing their significance and alignment within the IPPF framework. The session will highlight the relevance of these requirements for addressing pervasive and specialized risk areas\, with a particular focus on the Cybersecurity Topical Requirement. Through a detailed exploration of the applicability and key components of the Cybersecurity Topical Requirement\, gain valuable insights into how the Requirements and User Guide can support internal auditors in navigating the complexities of cybersecurity audits. \n\n\n\nLearning Objectives:  \n\n\n\nAfter attending this session\, participants will be able to: \n\n\n\n\nDescribe the importance of Topical Requirements as an important component of the IPPF.\n\n\n\nRecognize how Topical Requirements address key risk areas facing organizations.\n\n\n\nApply the Cybersecurity Topical Requirement within their organizational setting.\n\n\n\nPrepare for future releases in the suite of Topical Requirements. \n\n\n\n\nCPE Credit(s): 1 \n\n\n\nField of Study: Auditing \n\n\n\nInstructional Delivery Method: Group Internet Based \n\n\n\nLevel: Basic \n\n\n\nPrerequisite: None \n\n\n\nAdvanced Preparation: None  \n\n\n\n*Click here for more CPE Information. \n\n\n\nAuditBoard Webinar Series: Tune into the AuditBoard Webinar Series to hear from industry experts who will discuss the latest trends in audit\, risk\, and compliance\, and to gain actionable insights to help elevate your organization’s performance. Register Now to earn free CPE credits!
URL:https://www.freelivecpe.com/event/enhancing-internal-auditing-by-implementing-topical-requirements/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250319T143000
DTEND;TZID=America/New_York:20250319T160000
DTSTAMP:20260610T062745
CREATED:20250222T143101Z
LAST-MODIFIED:20250222T143515Z
UID:10008794-1742394600-1742400000@www.freelivecpe.com
SUMMARY:Q1 2025 Quarterly Outlook
DESCRIPTION:Webcast overview\n\n\n\nIn this webcast\, KPMG professionals discuss major developments that may affect a company’s accounting and financial reporting in the current period and near term.  \n\n\n\nApplicability\n\n\n\n\nAll companies\n\n\n\n\nEvent contents\n\n\n\n\nRecent SEC and FASB developments\n\n\n\nThe latest on sustainability reporting\n\n\n\nAccounting standards effective in 2025\n\n\n\n\n*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. Since the content for the March 18 and 19 sessions will be the same\, participants are only eligible to receive CPE for attending one session.st replay.
URL:https://www.freelivecpe.com/event/q1-2025-quarterly-outlook/2025-03-19/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250320T110000
DTEND;TZID=America/New_York:20250320T120000
DTSTAMP:20260610T062745
CREATED:20250222T150429Z
LAST-MODIFIED:20250222T150507Z
UID:10008804-1742468400-1742472000@www.freelivecpe.com
SUMMARY:Handling ITAR & Export Control Data: Exceptions for Existing Agreements and Cybersecurity Implications
DESCRIPTION:Join Christina Reynolds\, Managing Director and CMMC CCP for BDO USA’s Industry Specialty Services Group (ISSG) and Erica Bakies\, Partner at Seyfarth Shaw LLP\, for this in-depth webcast. Uncover the complex landscape of Cybersecurity Maturity Model Certification (CMMC) and Controlled Unclassified Information (CUI) in our upcoming webcast\, where we delve deep into the intricacies of CUI and US Data sovereignty within the International Traffic in Arms Regulations (ITAR). ITAR has a critical impact on CUI data security and design. The speakers will focus on Trade Compliance program best practices involving deemed exports and technical data requirements and provide insight into how an organization can leverage available international legal exemptions that facilitate global defense trade and cooperation between the U.S.\, U.K.\, and Australia (AUKUS) and Canada to offer ITAR exemptions\, facilitating organizations with foreign nationals to collaborate on US Government projects.This presentation will provide several ITAR exemptions that Defense Industrial Base (DIB) Contractors can utilize to facilitate global military service offerings with the U.S. while maintaining active trade compliance with U.S. data sovereignty requirements. Additionally\, the speakers will explore different technologies and tools that can effectively address the design-specific implications of ITAR regulations on CUI and technical data secured information systems. Finally\, this presentation will outline the boundaries and controls necessary to ensure compliance\, emphasizing how organizations can define and manage secure enclaves for processing and storing ITAR-controlled data. Below are key ITAR exemptions that will be covered: \n\n\n\n\nTechnical Assistance Agreements (TAAs) \n\n\n\nManufacturing License Agreements (MLAs) \n\n\n\nExemptions for NATO and Major Non-NATO Allies \n\n\n\nAustralia-UK-US Defense Trade Cooperation Treaties \n\n\n\nCanadian Exemption\n\n\n\nLicense-Free Zone Exemptions \n\n\n\nDual/Third Country National Exception \n\n\n\n\nBy strategically applying these exemptions\, eligible organizations can streamline international cooperation\, incorporate foreign expertise\, and enhance project efficiency while adhering to ITAR compliance standards. Proper understanding\, implementation\, and documentation of these exemptions are critical to ensuring legal and regulatory alignment in all operations.
URL:https://www.freelivecpe.com/event/handling-itar-export-control-data-exceptions-for-existing-agreements-and-cybersecurity-implications/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250320T110000
DTEND;TZID=America/New_York:20250320T120000
DTSTAMP:20260610T062745
CREATED:20250222T152956Z
LAST-MODIFIED:20250222T153005Z
UID:10008812-1742468400-1742472000@www.freelivecpe.com
SUMMARY:Commercial Loan Pricing Strategies for a Dynamic Rate Environment
DESCRIPTION:After the Federal Reserve began cutting rates in 2024\, many bankers anticipated a return to a positively sloped yield curve. Although recent economic data has moderated expectations for further rate cuts in 2025\, the current environment is poised to enhance bank performance. Budgets for 2025 indicate increasing net interest margins\, driven by both declining funding costs and rising asset yields. Loan yields are projected to continue climbing as higher new volume rates replace maturing loans at lower rates. \n\n\n\nJoin Forvis Mazars for a fast-paced webinar\, where we’ll discuss recent industry trends in loan yields and deposit costs and provide a summary of 2025 budget forecasts. With all of these moving parts\, maintaining discipline in commercial loan pricing is crucial. We’ll present real-life examples demonstrating that relationship pricing is not a one-size-fits-all approach. The mix of loans and deposits\, along with the rates earned and paid on these accounts\, can significantly impact the pricing of new loan requests. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDescribe recent lending trends surrounding loan yields and deposit costs and understand how these trends impact the commercial lending landscape.\n\n\n\nDiscuss the importance of discipline in commercial lending\, especially in a dynamic rate environment.\n\n\n\nRecognize that relationship-based pricing is not an all-encompassing approach through real-world pricing examples.\n\n\n\nExplain how pricing models like LoanPricingPRO® can help support your institution in a shifting rate environment.\n\n\n\n\nLoanPricingPRO®\n\n\n\nOur strategic loan pricing tool can help your financial institution manage and grow your portfolio by factoring in the value of your existing customer relationships and help enhance your proposed loan terms with real-time profitability analysis. Learn more here. \n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Finances field of study may be awarded upon verification of participant attendance\, during live broadcast.
URL:https://www.freelivecpe.com/event/commercial-loan-pricing-strategies-for-a-dynamic-rate-environment/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250320T110000
DTEND;TZID=America/New_York:20250320T120000
DTSTAMP:20260610T062745
CREATED:20250228T232124Z
LAST-MODIFIED:20250228T232233Z
UID:10008872-1742468400-1742472000@www.freelivecpe.com
SUMMARY:State of AI: A Boardroom Perspective
DESCRIPTION:Webcast overview\n\n\n\nJoin us as we delve into the current state of generative AI (GenAI)—now in year three and poised with transformational promise. Moving from employee experimentation to adoption at scale—(re)training workers\, driving behavioral change\, and understanding its potential as an autonomous agent with less “human in the loop”—are emerging priorities as companies pursue the efficiencies and strategic imperatives of GenAI. New KPMG survey findings will inform our conversation with insights on the challenges\, risks\, and governance issues shaping GenAI discussions in today’s boardrooms. \n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay.
URL:https://www.freelivecpe.com/event/state-of-ai-a-boardroom-perspective/
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:20250320T110000
DTEND;TZID=America/New_York:20250320T123000
DTSTAMP:20260610T062745
CREATED:20250222T194857Z
LAST-MODIFIED:20250227T135540Z
UID:10008834-1742468400-1742473800@www.freelivecpe.com
SUMMARY:Q1 2025 Quarterly accounting webcast
DESCRIPTION:This webcast will cover key accounting and financial reporting considerations as companies close out Q1 2025. \n\n\n\nIf you are not able to join our webcast on March 12\, register for another session on March 18 or March 20. \n\n\n\nPresenter:Heather Horn\, PwC National Office Sustainability and Thought Leader \n\n\n\nWho should attend: Audit committee members\, CFOs\, controllers\, finance directors\, and others with a role in accounting and financial reporting. \n\n\n\nCPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the March 12\, March 18\, and March 20 sessions will be the same\, participants are only eligible to receive CPE for attending one session.
URL:https://www.freelivecpe.com/event/q1-2025-quarterly-accounting-webcast-3/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250320T120000
DTEND;TZID=America/New_York:20250320T130000
DTSTAMP:20260610T062745
CREATED:20250222T162740Z
LAST-MODIFIED:20250301T214846Z
UID:10008824-1742472000-1742475600@www.freelivecpe.com
SUMMARY:Finding multiple paths to growth: the dual transaction strategy 
DESCRIPTION:How do leading companies find new paths to grow their topline and stay ahead of the competition? A dual-track approach that includes both M&A and corporate venture building – leveraging competitive assets to create whole new business lines – can help companies turbocharge their growth. But how can business leaders best implement this dual-track strategy? \n\n\n\nOur panel\, which will include EY-Parthenon M&A professionals and corporate venture builders\, will discuss transformational growth strategies\, new market opportunities and ways to innovate through strategic M&A and corporate venture building. \n\n\n\nOur panelists will discuss: \n\n\n\nSuccess factors for M&A and corporate venture building \n\n\n\nThe current M&A environment and opportunities for corporate venture building and M&A to work together \n\n\n\nThe right time to deploy each strategy and how they can complement each other in a dual growth track approach
URL:https://www.freelivecpe.com/event/finding-multiple-paths-to-growth-the-dual-transaction-strategy/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/gif:https://www.freelivecpe.com/wp-content/uploads/2019/09/EY.gif
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250320T130000
DTEND;TZID=America/New_York:20250320T140000
DTSTAMP:20260610T062745
CREATED:20250222T150601Z
LAST-MODIFIED:20250222T150619Z
UID:10008805-1742475600-1742479200@www.freelivecpe.com
SUMMARY:From Defense to Offense – Transforming Manufacturing Strategies for Future Growth
DESCRIPTION:Join us for an insightful webcast as we explore the shifting dynamics of the manufacturing industry and the expanding responsibilities of CFOs. \n\n\n\nIn an era marked by rapid technological advancements and shifting economic landscapes\, the manufacturing industry is transitioning from defensive strategies to proactive growth initiatives. This webcast will explore how manufacturers can pivot their strategies to seize emerging opportunities and drive future growth. Drawing insights from the 2025 Manufacturing CFO Outlook Survey\, our panel will discuss the critical role of AI\, automation\, and strategic investments in transforming manufacturing operations. Attendees will gain actionable insights into how to enhance operational efficiency\, navigate supply chain challenges\, and capitalize on policy changes to achieve competitive advantage.
URL:https://www.freelivecpe.com/event/from-defense-to-offense-transforming-manufacturing-strategies-for-future-growth/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/BDO-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250320T130000
DTEND;TZID=America/New_York:20250320T140000
DTSTAMP:20260610T062745
CREATED:20250222T205434Z
LAST-MODIFIED:20250222T205508Z
UID:10008841-1742475600-1742479200@www.freelivecpe.com
SUMMARY:Annual Budget Process Best Practices for Not-for-Profits
DESCRIPTION:Overview\n\n\n\nJoin us to review the organizational budget process. This course will help you better understand the budgeting timeline\, budget stakeholders\, and how to understand your organization’s needs and priorities. You will learn how to build out the departmental/ program budgets and how to best roll them up to the organization wide budget. We will discuss budget assumptions and the operational strategy behind budgeting. \n\n\n\nPresenters\n\n\n\nAlbert Jimenez\, CPA\, Managing Director\, Client Accounting & Advisory Services\, CBIZJoseph Ritchie\, Director\, Client Accounting & Advisory Services\, CBIZ \n\n\n\nCPE CREDITS\n\n\n\nProgram DescriptionAnnual Budget Process Best Practices for Not-for-ProfitsImportant Notice Regarding CPE:Learning ObjectivesAt the end of this course\, the attendee will be able to:Interpret the budgeting timeline\, budget stakeholders\, and evaluate your organization’s needs and priorities.Instruction Delivery MethodGroup Internet BasedRecommended CPE Credit1 CreditRecommended Field of StudyFinancePrerequisitesNoneProgram LevelIntermediateAdvance PreparationReview your organization’s current budget process and come with questionsCancellation 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@cbiz.com.CBIZ\, Inc. 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/annual-budget-process-best-practices-for-not-for-profits/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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DTSTART;TZID=America/New_York:20250320T130000
DTEND;TZID=America/New_York:20250320T140000
DTSTAMP:20260610T062745
CREATED:20250301T141819Z
LAST-MODIFIED:20250301T141833Z
UID:10008897-1742475600-1742479200@www.freelivecpe.com
SUMMARY:CFO Chat: Automation Secrets for Financial Success
DESCRIPTION:Learning Objectives\n\n\n\n\nLearn how to prepare your finances for M&A activity and leverage automation for greater efficiency and control.\n\n\n\nFollow along with our CFO Benchmark Report to learn key trends for 2025.\n\n\n\nHear advice from experts in the finance and accounting fields.
URL:https://www.freelivecpe.com/event/cfo-chat-automation-secrets-for-financial-success/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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