Hidden Costs: How Tax Gaps Derail Tech Projects (And How to Fix Them Fast)
Free Live CPE Webinars New York
State & Local Tax Challenges Facing Multistate Construction Companies
Free Live CPE Webinars New York
Beyond the administration’s first 100 days: What’s next for financial services
Free Live CPE Webinars New York
Healthcare M&A: Current Market Trends and Transaction Considerations
Free Live CPE Webinars New York
How to manage increasing evidentiary requirements in transfer pricing
Free Live CPE Webinars New York
Healthcare Project Financing: Using the NMTC Program as Capital
Free Live CPE Webinars New York
Global Tariffs and Trade Tensions: Business Implications Across Canada, China, and Mexico
Free Live CPE Webinars New York
Strengthening governance in the second line: Internal audit’s role
Free Live CPE Webinars New York
Technology companies: Key accounting & tax strategies for R&D expenses
Free Live CPE Webinars New York
100 days in: US federal and state sustainability tax policy update
Free Live CPE Webinars New York
Decoding the New 6765 Form: Navigating the Future of R&D Tax Credit Reporting
Free Live CPE Webinars New York
Fraud Risk Management for Not-for-Profits: Protect Your Mission
Free Live CPE Webinars New York
LER: U.S. Income Tax Considerations of Cross-Border Intercompany Debt Cleanup
Free Live CPE Webinars New York
Unlocking capital efficiency: Unveiling 2024 working capital trends
Free Live CPE Webinars New York
Week of Events
Monday, May 5, 2025
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Featured May 5, 2025 -Featured First 100 Days of the Administration | What this means to the asset management industry
First 100 Days of the Administration | What this means to the asset management industry
Webcast overview We invite you to join us for an insightful discussion following the first 100 days of the new administration. Greg Williams, line of business leader for KPMG Asset Management & Private Equity, and John Gimigliano, principal in charge of Federal Legislative & Regulatory Services in Washington National Tax, will delve into the legislative, global, and...
Tuesday, May 6, 2025
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May 6, 2025 -Employee Stock Ownership Plan (ESOP) Audit Considerations
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May 6, 2025 -Hidden Costs: How Tax Gaps Derail Tech Projects (And How to Fix Them Fast)
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May 6, 2025 -Mark-to-Market Instruments on your Balance Sheet
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May 6, 2025 -Decoding the new ILPA reporting standards
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May 6, 2025 -Modernizing Operations: Dynamics AX to Dynamics 365 Finance
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May 6, 2025 -The Controller Agenda Webcast: Evolving finance for the AI era
Employee Stock Ownership Plan (ESOP) Audit Considerations
For employee benefit plan audits, it is important to note what “good” governance should look like. ESOPs have grown in popularity, and it is essential to have the understanding to enable proper compliance and reporting. In this webinar from Forvis Mazars, we’ll share recommended steps to help you follow the standards and have a successful...
Hidden Costs: How Tax Gaps Derail Tech Projects (And How to Fix Them Fast)
Every technology implementation faces hidden risks — and too often, state and local tax (SALT) is an afterthought. Left out until it's too late, SALT issues can quickly snowball into compliance gaps, costly project delays, client frustration, and rework that eats away at margins. In this CPE-eligible webinar, industry leaders from Wipfli, Vertex, and CPA.com...
Mark-to-Market Instruments on your Balance Sheet
Join us for our webcast, Mark-to-Market Instruments on your Balance Sheet. We’ll discuss the different categories on your balance sheet that need to be marked to market and briefly get into the GAAP guidance. We’ll also provide an overview of the common instruments we have seen in the energy industry that might require a one-time or...
Decoding the new ILPA reporting standards
Event overview In January 2025, the Institutional Limited Partners Association (ILPA) introduced an updated reporting template and a new performance template to streamline reporting, standardize data, improve transparency and enhance comparability in private fund reporting. These updates offer guidance into the changes and additions in the new ILPA reporting and performance templates, providing clarity on...
Modernizing Operations: Dynamics AX to Dynamics 365 Finance
Join our insightful webinar to gain a quick but detailed overview of the general, technical, and functional benefits of upgrading from an on-premises Microsoft Dynamics AX system to a modern Dynamics 365 Finance, Supply Chain Management, and Commerce solution. Discover how transitioning to Dynamics 365 can streamline your business processes, improve data accessibility, and drive...
The Controller Agenda Webcast: Evolving finance for the AI era
Discover how today’s leading controllers are harnessing AI, data, and automation to move beyond compliance and become strategic drivers of finance innovation, as PwC brings together a panel of finance leaders to share how they’re reimagining core processes, enabling smarter decisions, and building future-ready teams to shape the next era of finance. Presenters:Sandra Patterson, Former...
Wednesday, May 7, 2025
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May 7, 2025 -2025 Higher Education Trends
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May 7, 2025 -3 CPE – Women at Work 2025
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May 7, 2025 -State & Local Tax Challenges Facing Multistate Construction Companies
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May 7, 2025 -Navigating AI Governance, Risk, and Compliance
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Featured May 7, 2025 -Featured Beyond the administration’s first 100 days: What’s next for financial services
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May 7, 2025 -Healthcare M&A: Current Market Trends and Transaction Considerations
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May 7, 2025 -How to manage increasing evidentiary requirements in transfer pricing
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May 7, 2025 -Medicare Inpatient Regulatory Update: 2026 Proposed Rules
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May 7, 2025 -The Power of Recognition: Building an Engaged Workforce
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May 7, 2025 -Managing the Merger of Cybersecurity and Accounting Controls
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May 7, 2025 -Navigating the Digital Transformation Landscape Webinar
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May 7, 2025 -Healthcare Project Financing: Using the NMTC Program as Capital
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May 7, 2025 -IT internal audit trends and focus areas
2025 Higher Education Trends
Colleges and universities face a number of complex issues that require them to adapt and evolve. 2025 Higher Education Trends examines the trends sculpting the landscape of higher education in America today, regardless of geography, institutional type, or brand. We’ll discuss: Embracing “systemness” to put institutions on a more sustainable fiscal trajectory Tackling significant financial headwinds A...
3 CPE – Women at Work 2025
Where vision meets action: Connect, inspire and innovate together From the transformative power of generative artificial intelligence (AI) to innovative approaches in skills-based talent management and leadership development, join us to gain invaluable insights and embrace practical strategies that can elevate your organization. Imagine connecting with inspiring HR and business leaders across industries, sharing ideas and igniting...
State & Local Tax Challenges Facing Multistate Construction Companies
Contractors operating in multiple states often face challenges navigating the complex terrain of state and local tax (SALT) laws. Join us for a moderated discussion with the SALT and Construction teams from Forvis Mazars and guest Tom Borgia, past CFMA chair and CFO and partner of J. Raymond Construction Corp., as we discuss top considerations...
Navigating AI Governance, Risk, and Compliance
Event description Artificial Intelligence (AI) is transforming businesses. This transformation also creates a host of challenges in managing strategic business and operational risks. Organizations need a solid AI governance, risk, and compliance (GRC) program to stay ahead. We invite you to join our upcoming webcast, where Grant Thornton Advisors and OneTrust will explore the key...
Beyond the administration’s first 100 days: What’s next for financial services
Join our panelists as they discuss how leading financial services companies can effectively navigate the evolving policy landscape and adapt to regulatory and supervisory changes during the second Trump administration. In this webcast, the panelists will discuss: Remediation and transformation: opportunities and challenges for companies responding to the changing domestic and international policy landscape Digital...
Healthcare M&A: Current Market Trends and Transaction Considerations
Event Details Join Withum’s Healthcare and Valuation Services Teams, Michael Ritchie, Taylor Burns, and Chris Marrs for an insightful discussion on the latest market trends and key considerations for those exploring transactions in the healthcare space. This webinar is tailored for healthcare professionals, business operators, and investors seeking the knowledge and strategies to confidently navigate...
How to manage increasing evidentiary requirements in transfer pricing
Please join us for the next session of “Cross-border controversy: searching for certainty and routes to resolution.” This EY webcast addresses various topics related to cross-border controversies and features insights from EY professionals from around the globe. During this 60-minute webcast, our panel across the globe will explore the following key areas: After this webcast,...
Medicare Inpatient Regulatory Update: 2026 Proposed Rules
The fiscal year 2026 Medicare inpatient proposed rules have been released and include key proposals that could impact your organization’s Medicare reimbursement. Join us for our webcast, Medicare Inpatient Regulatory Update: 2026 Proposed Rules. We’ll discuss the latest updates, including proposed changes and how you can help your organization prepare. We’ll also cover related topics, including:...
The Power of Recognition: Building an Engaged Workforce
In today's business environment, HR leaders face the challenge of maintaining high employee engagement levels. With a significant portion of the workforce feeling disengaged, organizations are at risk of stunted productivity and an uninspired workplace culture. Employee recognition and rewards programs are critical to fostering a culture where employees feel connected and valued. Join us...
Managing the Merger of Cybersecurity and Accounting Controls
Compliance and financial reporting teams have spent decades refining their approach to internal controls—but the growing intersection of IT and finance has introduced new risks and challenges. As cyber threats escalate and regulatory expectations increase – including data privacy laws – internal audit teams must now evaluate cybersecurity risks as part of their internal control...
Navigating the Digital Transformation Landscape Webinar
Event Overview This webinar will provide a comprehensive overview of the key focus areas in digital transformation, empowering organizations to navigate the complex landscape and achieve sustainable success. In this webinar, you'll discover: Recommended CPE Credit: 1 Recommended Field of Study: Computer Software & Applications Prerequisites: None Program Knowledge Level: Basic Advanced Preparation: None *To...
Healthcare Project Financing: Using the NMTC Program as Capital
Join Forvis Mazars for an informative webinar as we discuss how healthcare organizations can utilize the New Markets Tax Credit (NMTC) Program to help fund capital expenditures and support aligned growth in pursuit of achieving health for lower-income communities. In addition, we’ll address common misconceptions about the NMTC Program, its uses, and how organizations can take advantage...
IT internal audit trends and focus areas
Description: As IT internal audit teams gear up for the challenges of 2025, it becomes increasingly important for them to understand the organizational IT strategy and align their plans with the strategic direction of the company. With the rapidly evolving cloud landscape, advancements in artificial intelligence (AI), mounting technical debt, and heightened regulatory focus on...
Thursday, May 8, 2025
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Featured May 8, 2025 -Featured Global Tariffs and Trade Tensions: Business Implications Across Canada, China, and Mexico
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May 8, 2025 -Strengthening governance in the second line: Internal audit’s role
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May 8, 2025 -The State of Digital Assets
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May 8, 2025 -Q2 2025 Quarterly sustainability webcast
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May 8, 2025 -Technology companies: Key accounting & tax strategies for R&D expenses
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Featured May 8, 2025 -Featured 100 days in: US federal and state sustainability tax policy update
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May 8, 2025 -SEC Material Weakness Trends and Remediation Strategies
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May 8, 2025 -Navigating Overhead Functions in Mission-Driven Organizations
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May 8, 2025 -Decoding the New 6765 Form: Navigating the Future of R&D Tax Credit Reporting
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May 8, 2025 -Fraud Risk Management for Not-for-Profits: Protect Your Mission
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May 8, 2025 -Trust in the age of generative artificial intelligence (GenAI)
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May 8, 2025 -LER: U.S. Income Tax Considerations of Cross-Border Intercompany Debt Cleanup
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May 8, 2025 -Eye on Washington Quarterly Update: Q1 2025
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May 8, 2025 -Technical lease accounting: Tackling ASC 842 complexities
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May 8, 2025 -Unlocking capital efficiency: Unveiling 2024 working capital trends
Global Tariffs and Trade Tensions: Business Implications Across Canada, China, and Mexico
Event description With new tariffs reshaping trade between the U.S. and key partners—Canada, China, and Mexico—businesses are facing rising costs and growing uncertainty. Staying competitive requires a proactive approach to supply chain agility, tax compliance, and regulatory risk. Join Grant Thornton for a timely webcast featuring international specialists from Canada, China, and Mexico, along with...
Strengthening governance in the second line: Internal audit’s role
Part of our semi-annual Internal Audit Insights webcast series, this session is designed for internal audit professionals with a forward-looking mindset—those seeking to anticipate emerging risks, strengthen governance frameworks, and drive strategic value within their organizations. We’ll explore effective ways for internal audit to engage with second-line functions and leveraging AI governance frameworks in response...
The State of Digital Assets
Webcast overview KPMG is pleased to invite you to our panel discussion on the current regulatory landscape for digital assets. In the rapidly evolving world of digital assets, regulatory clarity remains elusive. Disparate legal and regulatory frameworks for different digital assets (cryptocurrencies, utility tokens, and security tokens) present inconsistent and in some cases conflicting regulatory...
Q2 2025 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, CFOs,...
Technology companies: Key accounting & tax strategies for R&D expenses
Technology companies investing in software development for internal or external use face a variety of accounting and tax rules for research and development (R&D) expenditures. In addition, confusing tax regulations make it difficult to properly claim the tax benefits from these investments. This challenge arises from overlapping and sometimes contradictory tax rules and accounting guidelines....
100 days in: US federal and state sustainability tax policy update
In the latest installment of our Sustainability Tax webcast series, we discuss the status of federal and state sustainability tax policies 100 days into the Trump administration. We’ll focus on the current state of the US incentives landscape – including the Inflation Reduction Act and the Infrastructure Investment and Jobs Act – as well as...
SEC Material Weakness Trends and Remediation Strategies
Each year, many organizations report material weaknesses, exposing potential vulnerabilities in their financial controls. As the 2024 reporting cycle concludes, it's important to analyze trends from previous years to uncover valuable insights and develop strategies to prevent these issues within your organization. Join us for our webcast, SEC Material Weakness Trends and Remediation Strategies. We'll examine...
Navigating Overhead Functions in Mission-Driven Organizations
Mission-driven and public sector organizations operate in resource-constrained environments. For organizations receiving grant funding, understanding overhead costs is particularly important. Recent reductions to—and uncertainty over—federal funding has created new urgency to assess the cost of operations for not-for-profits, colleges and universities, and Tribal, state, and local governments. Join us for our webcast, Navigating Overhead Functions in...
Decoding the New 6765 Form: Navigating the Future of R&D Tax Credit Reporting
The IRS has introduced significant changes to Form 6765, reshaping R&D tax credit reporting. These updates impact compliance, documentation, and audit risk, making it crucial for businesses and tax professionals to adapt. Join CBIZ professionals to gain a clear understanding of the implications of these changes. With new sections, expanded reporting, and increased scrutiny, taxpayers...
Fraud Risk Management for Not-for-Profits: Protect Your Mission
The Details Not everyone will believe in a not-for-profit or educational organization's mission; in fact, some may seek to fraudulently benefit from it. Today, nonprofits and educational organizations are increasingly targeted by fraudsters and cybercriminals, putting sensitive donor data and organizational reputation at risk. Understanding key strategies for implementing robust internal controls, appropriate cybersecurity measures,...
Trust in the age of generative artificial intelligence (GenAI)
Join Deloitte specialists for a dynamic conversation about GenAI in the technology, media, and telecommunications (TMT) industry and how companies can realize its transformational benefits while minimizing risks. We’ll discuss: The promise of agentic AI: How it works, can enhance operational efficiency, and can drive innovative experiences in the TMT sector. Potential pitfalls: Why transparency, explainability, and...
LER: U.S. Income Tax Considerations of Cross-Border Intercompany Debt Cleanup
Webcast overview This webcast is designed to showcase certain U.S. federal income tax issues that arise related to intercompany debt cleanup in connection with cross-border Legal Entity Rationalization (LER) projects. Functional currency considerations, valuing debt in volatile markets, and hybrid instruments can add a layer of complexity to unwinding intercompanies between U.S. and non-U.S. legal...
Eye on Washington Quarterly Update: Q1 2025
Stay ahead of the latest tax developments that may affect your business with our Q1 2025 Eye on Washington webinar. These free, quarterly webinars cover the latest administrative, legislative, and judicial updates emerging from Washington. Designed for CEOs, CFOs, financial executives and advisors, and other interested parties, the insights shared will help you navigate the complex tax...
Technical lease accounting: Tackling ASC 842 complexities
Event overview Join us for an insightful live webinar about the intricacies of technical lease accounting. Designed for finance professionals and business leaders, this session will provide practical solutions to some of the most challenging aspects of lease accounting. During this webinar we will provide a summary of ASC 842 key considerations as well as...
Unlocking capital efficiency: Unveiling 2024 working capital trends
Many companies are placing substantial importance on improving cash flow and working capital, alongside profitability. Effective liquidity management, cash flow improvement, and working capital efficiency are critical in supporting an organization to navigate financial headwinds, especially amid uncertainties related to macroeconomic conditions and shifting geopolitical trends. We’ll discuss: How technologies such as Generative AI and...
Friday, May 9, 2025
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May 9, 2025 -Tax in a time of transition
Tax in a time of transition
Companies need to keep pace with a tax and economic environment in transition. This requires understanding tax policy trends and anticipating future developments that could impact their operations. Join us for a fast-paced overview of recent tax and economic developments designed to help you stay on top of changes in today’s shifting economic, legislative and...

