From static plans to strategic agility: Building a resilient business
Free Live CPE Webinars New York
Accelerating Artificial Intelligence in the Private Equity Ecosystem
Free Live CPE Webinars New York
New Tax Legislation: Key Considerations for Building Owners and the Construction & Real Estate Industry
Free Live CPE Webinars New York
Powering Performance: Key Considerations to Drive International Growth
Free Live CPE Webinars New York
Essential considerations for year-end tax planning and 2026 preparation
Free Live CPE Webinars New York
Tax Readiness: Unlocking value and mitigating risks in an Up-C structure
Free Live CPE Webinars New York
Converging horizons: Towards an integrated AI governance and privacy framework
Free Live CPE Webinars New York
Cyber and tech in focus: strengthening audit committee oversight
Free Live CPE Webinars New York
Scale Smarter: Integrate Financial Operations for Insight-Driven CAS
Free Live CPE Webinars New York
Plante Moran Financial Institutions: 2025 Industry Year-End Webinar
Free Live CPE Webinars New York
CAMT: new guidance and the fate of the existing proposed regulations
Free Live CPE Webinars New York
Plante Moran Insurance Services: 2025 Industry Year-End Webinar
Free Live CPE Webinars New York
Real Estate Tax Chat: A Focus on OB3 and Year-End Planning for 2025
Free Live CPE Webinars New YorkWeek of Events
Monday, November 3, 2025
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November 3, 2025 -Make Sense of Your CAS Data: Creating Know-how From Numbers
Make Sense of Your CAS Data: Creating Know-how From Numbers
Data is the key to unlocking smarter services, streamlined workflows, and scalable growth in your CAS practice. But turning raw numbers into actionable insights isn't always straight forward--even with the power of AI. It requires more than spreadsheets and intuition. Having the right infrastructure, a clear strategy, and the right technology partners, however, can make...
Tuesday, November 4, 2025
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November 4, 2025 -From static plans to strategic agility: Building a resilient business
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November 4, 2025 -2025 Year-End Webinar Series
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November 4, 2025 -Equity method investments refresher
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November 4, 2025 -Accelerating Artificial Intelligence in the Private Equity Ecosystem
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November 4, 2025 -Enhanced Tax Credits under the Inflation Reduction Act
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November 4, 2025 -AI is here—is your family office prepared?
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November 4, 2025 -New Tax Legislation: Key Considerations for Building Owners and the Construction & Real Estate Industry
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November 4, 2025 -Powering Performance: Key Considerations to Drive International Growth
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November 4, 2025 -Rethinking Internal Audit with AI
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November 4, 2025 -2025 Year-End Webinar Series
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November 4, 2025 -Tech resilience: Agility through guardrails
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November 4, 2025 -Essential considerations for year-end tax planning and 2026 preparation
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November 4, 2025 -Tax Readiness: Unlocking value and mitigating risks in an Up-C structure
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November 4, 2025 -From Evidence to Verdict: Forensic Insights for Litigators
From static plans to strategic agility: Building a resilient business
Description: Join us for an insightful webinar on how to leverage scenario planning and analysis to ensure resilience in an unpredictable world. We'll show you how to move past static, single-point plans and prepare for a full spectrum of possibilities. Learn how scenario planning and risk quantification can empower your business to navigate uncertainty with...
2025 Year-End Webinar Series
Looking to prepare for year-end? Join our professionals for three days of content. Learn what's trending in tax, audit and accounting, benefit plans, and cybersecurity. Join multidisciplinary professionals from our audit, tax, and consulting teams as they present important year-end updates over six different sessions. For more information regarding program cancellation policies, please visit our webinar...
Equity method investments refresher
Webcast overview Back by popular demand, our KPMG professionals provide reminders on the basics and discuss the complexities of accounting for equity method investments. Applicability Event contents The webcast will feature: *CPE Credit: If you attended our May 14 session and received CPE, you will be ineligible to receive additional CPE for the November 4 session. Questions: If you have...
Accelerating Artificial Intelligence in the Private Equity Ecosystem
Webcast overview We are excited to invite you to our upcoming webcast, "Accelerating Artificial Intelligence in the Private Equity Ecosystem," where we will delve into innovative applications of generative AI for the private (PE) equity sector. This event is specifically designed for CFOs, Controllers, and other senior-level financial executives working within PE funds.Agenda and Speakers...
Enhanced Tax Credits under the Inflation Reduction Act
A Deep Dive into Prevailing Wage & Apprenticeship Requirements & Best Practices for Compliance. The Inflation Reduction Act of 2022 offers enhanced tax credits for certain clean energy projects. Most of these enhanced tax credits require compliance with prevailing wages and apprenticeship requirements. Failure to comply can result in the loss of these enhanced tax...
AI is here—is your family office prepared?
Event overview Preparing for AI with confidence Artificial intelligence is already reshaping how family offices operate—from accounting and bill pay to investment reporting and document management. This webinar will help you assess your readiness, understand governance implications and build a strategy for responsible AI adoption that aligns with your family’s values.
New Tax Legislation: Key Considerations for Building Owners and the Construction & Real Estate Industry
Event Overview The One Big Beautiful Bill Act (OB3) introduces transformative tax provisions that directly impact the construction and real estate sectors. This legislation presents new opportunities to enhance project cash flow, accelerate ROI, and optimize long-term tax planning. This industry-focused webinar will explore how the restoration of 100% bonus depreciation, expanded Section 179 expensing,...
Powering Performance: Key Considerations to Drive International Growth
CPE Credit: 1 hour for CPAs If your organization is considering international expansion or is already operating in multiple countries, can you answer these key questions: how do you find top international talent? How will you optimize your workforce costs without compromising growth? How will your organization stay compliant? Let’s answer these questions to help...
Rethinking Internal Audit with AI
Internal audit is entering a new era; one where artificial intelligence enhances auditor capabilities without replacing the human judgment that defines the profession. In this timely webinar, we’ll explore how AI is transforming audit delivery, talent models, and stakeholder engagement. Drawing from Protiviti’s latest whitepaper, The Next Phase: AI and Human Collaboration Powering Internal Audit Transformation,...
2025 Year-End Webinar Series
Looking to prepare for year-end? Join our professionals for three days of content. Learn what's trending in tax, audit and accounting, benefit plans, and cybersecurity. Join multidisciplinary professionals from our audit, tax, and consulting teams as they present important year-end updates over six different sessions. For more information regarding program cancellation policies, please visit our webinar...
Tech resilience: Agility through guardrails
Event description Strong governance and compliance don’t slow businesses down — they help them move faster. Drawing on findings from Grant Thornton’s Digital Transformation Survey, this webcast will show how embedding resilience into technology strategies can accelerate transformation while managing risk. Grant Thornton leaders will explore why the right “brakes” enable agility, how AI is...
Essential considerations for year-end tax planning and 2026 preparation
The Details As 2025 draws to a close, taxpayers face a transformed landscape shaped by the sweeping provisions of the One Big Beautiful Bill Act (OBBBA). With new deductions, phaseouts, and compliance rules introduced, this is a critical time for individuals and businesses to revisit their tax strategy and position themselves for success in 2026 before...
Tax Readiness: Unlocking value and mitigating risks in an Up-C structure
As companies prepare for IPOs, SPAC transactions or private equity exits, many are turning to an “Up-C” structure — a deal and holding structure where pre-IPO owners retain their operating business in a tax partnership while public investors hold stock in a newly formed C corporation that sits “above” the partnership. Up-C structures can provide...
From Evidence to Verdict: Forensic Insights for Litigators
Navigating the complex world of financial fraud can be a challenge. As the first session of the Forensics Institute, Forvis Mazars will explore how forensic accounting can be a powerful tool in building compelling legal cases, tracing embezzlement, and uncovering misappropriation of funds. Learn how to effectively leverage financial expert witnesses in court, examine real-world...
Wednesday, November 5, 2025
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November 5, 2025 -OB3 Impacts: FDDEI Mechanics & Modeling
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November 5, 2025 -Third-party assurance summit
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November 5, 2025 -Close Strong: Year-End Planning for Leaders
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November 5, 2025 -2026 Cybersecurity Predictions
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November 5, 2025 -Navigating Internal Control Challenges in Higher Education
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November 5, 2025 -The Simple Firm: A blueprint for clarity, freedom, and growth
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November 5, 2025 -Legal Entity Rationalization (LER): Partnership Eliminations
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November 5, 2025 -Year-end Tax & Wealth Planning Webcast
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November 5, 2025 -Converging horizons: Towards an integrated AI governance and privacy framework
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November 5, 2025 -Financial Reporting Innovations: What’s New and What’s Next
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November 5, 2025 -Strategies for surviving year-end reporting
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November 5, 2025 -Cyber and tech in focus: strengthening audit committee oversight
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November 5, 2025 -Scale Smarter: Integrate Financial Operations for Insight-Driven CAS
OB3 Impacts: FDDEI Mechanics & Modeling
Join the International Tax team from Forvis Mazars for sessions focused on new legislation from the One Big Beautiful Bill Act (OB3 or OBBBA) impacting multinational enterprises (MNEs). These informative presentations are designed to deepen technical understanding and provide practical planning insights for CFOs, VPs of tax, tax directors, controllers, and those seeking to learn more about...
Third-party assurance summit
Key takeaways Keeping up with the latest third-party assurance trends can unlock new opportunities to build transparency and trust with your customers. Explore opportunities to leverage System and Organization Controls (SOC) reporting and third-party assurance to strengthen trust and provide transparency to your customers, business partners, regulators, and stakeholders. We’ll discuss:
Close Strong: Year-End Planning for Leaders
Before the calendar flips to 2026, make sure your organization isn’t leaving money on the table. Join us for a fast-paced, insight-packed session designed to help you close the year with confidence and clarity. We’ll share updates on tax deductions you might be missing — including real-life examples of clients who have saved thousands of...
2026 Cybersecurity Predictions
2026 promises to be another challenging year in cybersecurity. From artificial intelligence (AI)-driven threats to regulatory complexities, the cybersecurity landscape is evolving fast — and organizations need to stay ahead. Achieving cyber resilience demands strategic foresight, a deep understanding of vulnerabilities and strong governance. Join Baker Tilly cybersecurity leaders for an exclusive CPE-eligible webinar unveiling our 2026...
Navigating Internal Control Challenges in Higher Education
Higher education institutions face more and more challenges that make robust internal controls to necessary for effective governance and risk management. Join us for our webcast, Navigating Internal Control Challenges in Higher Education, to learn more about common internal control issues that many colleges and universities encounter. As institutions navigate financial pressures, regulatory scrutiny, and...
The Simple Firm: A blueprint for clarity, freedom, and growth
CPE Credit: 1 hour for CPAs The accounting profession has long struggled with burnout, complexity, and a lack of professional freedom. Too many firm owners feel trapped by the very businesses they've built. In this session, Darren Root—author of The Simple Firm and longtime advocate for intentional firm design—shares a practical framework to help professionals...
Legal Entity Rationalization (LER): Partnership Eliminations
Webcast overview This webcast is designed to explore the income tax consequences of partnership Legal Entity Rationalization (LER) transactions. Given the complexities of partnership taxation, eliminating a partnership within a larger corporate structure comes with several considerations as transactions between a partnership and a partner are not transactions between consolidated group members. Don’t miss this...
Year-end Tax & Wealth Planning Webcast
Explore year-end tax and wealth planning for 2025 with insights on key provisions of H.R. 1, estate and charitable updates, private company strategies, luxury asset considerations, and IRS enforcement trends. This webcast offers practical guidance and a forward-looking view into 2026 to help you plan with confidence in a shifting landscape. Presenter:Sheryl Eighner, Partner, US Personal...
Converging horizons: Towards an integrated AI governance and privacy framework
Description: The rapid proliferation of artificial intelligence (AI) across industries presents unprecedented opportunities alongside complex ethical, legal, and operational challenges. Historically, organizations have managed AI-related risks through nascent AI governance frameworks, while data privacy has been addressed by established privacy operations like the International Association of Privacy Professionals’ (IAPP’s) Certified Information Privacy Manager (CIPM) certification....
Financial Reporting Innovations: What’s New and What’s Next
About this Event: Don’t miss out on transformative innovations that can make your financial reporting processes faster, smarter, and more reliable. Join us to explore new Workiva functionalities like historical data roll forward and EDGAR® Next integrations, designed for immediate efficiency and accuracy. We’ll also provide a high-level look at Workiva AI Intelligent Finance AI...
Strategies for surviving year-end reporting
CPE Credit: 1 hour for CPAs For many employers, the year-end reporting cycle can be quite overwhelming as they prepare for year-end compliance activities such as balancing tax accounts and preparing to distribute Forms W-2. Last year, the signing of the One Big Beautiful Bill Act brought significant changes, impacting some year-end compliance activities for...
Cyber and tech in focus: strengthening audit committee oversight
Join the EY Center for Board Matters on Wednesday, November 5, 2025, for another episode in our webcast series, Better Questions for Boards, designed to provide directors with insights and questions to consider as they engage with management on a variety of complex boardroom issues. This webcast will unpack the latest developments in cybersecurity with...
Scale Smarter: Integrate Financial Operations for Insight-Driven CAS
Turning data into actionable insight across clients doesn't take data analysts, engineers, and architects. In this webinar, CPA.com's Kim Blascoe, Andrew Thomas from BILL and a CAS practitioner will dive into how integration of financial operations helps firms streamline bill pay, optimize payments for clients, and build confidence in compliance tasks all while generating deeper,...
Thursday, November 6, 2025
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November 6, 2025 -Mission-Driven Finance: Sage Intacct for Nonprofit Leaders
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November 6, 2025 -AI risk management: Unlocking scale in life sciences
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November 6, 2025 -Plante Moran Financial Institutions: 2025 Industry Year-End Webinar
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November 6, 2025 -The Evolving Landscape of SOX: Real World Perspectives
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November 6, 2025 -EPS Deeper dive – Part 2
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November 6, 2025 -MRM Checklist: What To Do Before and After System Go-Live
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November 6, 2025 -Managing the Demands of Yearend Accounting Considerations
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November 6, 2025 -Adaptable Strategic Planning for Mission-Driven Boards
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November 6, 2025 -SECURE a Successful 2026 Benefit Plan Audit
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November 6, 2025 -CAMT: new guidance and the fate of the existing proposed regulations
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November 6, 2025 -Business of Healthcare Webinar Series
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November 6, 2025 -Process & Profitability Strategies to Consider
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November 6, 2025 -IPO outlook for tech companies in 2025
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November 6, 2025 -Plante Moran Insurance Services: 2025 Industry Year-End Webinar
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November 6, 2025 -What Financial Planning and Analysis Will Look Like in 2026
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November 6, 2025 -Year-End Tax Strategies for High-Net Worth Individuals
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November 6, 2025 -2025 Rural Broadband Trends & Takeaways
Mission-Driven Finance: Sage Intacct for Nonprofit Leaders
Nonprofits are under increasing pressure to do more with less while maintaining transparency, agility, and impact. Join professionals from Forvis Mazars for a dynamic session exploring how Sage Intacct can empower mission-driven organizations to modernize their financial operations and unlock greater results. This webinar will highlight how nonprofits are using Sage Intacct to: Whether you’re...
AI risk management: Unlocking scale in life sciences
Key takeaways Generative and agentic artificial intelligence (AI) are driving rapid change, but many organizations struggle to scale these technologies and achieve expected return on investment. As a result, the industry is increasingly turning to AI risk management as a strategic enabler. Join us to explore how organizations are leveraging AI risk management to drive...
Plante Moran Financial Institutions: 2025 Industry Year-End Webinar
What’s ahead for financial institutions? Join our Financial Institution 2025 Industry Year-End Webinar for answers. This panel-style session brings together our trusted advisors to unpack the latest insights on regulatory compliance, income tax developments, IT strategy, and financial reporting trends. Moderated by Josh Engelkemier, this session features insights from Brian Howe, Colin Taggart, Elliott Holmes,...
The Evolving Landscape of SOX: Real World Perspectives
Webcast overview The next installment of our Future of SOX webcast series will be a panel discussion featuring luminaries across business functions and industries. Moderated by the KPMG US SOX Offering Leader, Sue King, our conversation will explore the latest hot topics and trends in ICFR. Our guest speakers include SOX and Internal Audit leaders from Alphabet,...
EPS Deeper dive – Part 2
Webcast overview Join KPMG professionals for a deeper dive into calculating earnings per share (EPS), focusing on the effects of contingently issuable shares and noncontrolling interests (NCI). This webcast builds upon the concepts explained in our previous webcast, EPS Deeper dive – Part 1. Applicability Event contents NCI (noncontrolling interests) in the form of common and...
MRM Checklist: What To Do Before and After System Go-Live
Event details Implementing or updating a financial crime system involves more than flipping a switch. Organizations must meet regulatory expectations, validate functionality, and establish effective governance that supports performance over time. Join Crowe specialists for an insightful walk-through of our model risk management (MRM) checklist, which is a practical guide for what needs to happen...
Managing the Demands of Yearend Accounting Considerations
Join us for an engaging webcast where we explore the essential aspects of yearend accounting to help organizations effectively manage this demanding period. This comprehensive session will address high-level technical considerations, outsourcing strategies, and resource management services, providing organizations with the tools and insights needed to navigate yearend accounting challenges. Don't miss this opportunity to...
Adaptable Strategic Planning for Mission-Driven Boards
A dynamic strategic plan is an essential tool for not-for-profit organizations. The best plans remain actionable, enhance communication, and can be used to navigate emergent opportunities. Join us for our webcast, Adaptable Strategic Planning for Mission-Driven Boards. We’ll share practical strategies for effective strategic plan development, review, and revisions. Whether you're revamping an existing plan or...
SECURE a Successful 2026 Benefit Plan Audit
The 2025 plan year is largely in the rear-view mirror, and now is the time to position your employee benefit plan audit for a successful 2026. Taking proactive steps today can help avoid common pitfalls, reduce audit stress and ensure compliance. In this one-hour webinar, Sikich’s employee benefit plan experts will share timely insights and...
CAMT: new guidance and the fate of the existing proposed regulations
Over the past few months, the Treasury Department has issued several notices regarding the application of the corporate alternative minimum tax (CAMT). The notices announce the Treasury Department’s intent to withdraw the existing proposed CAMT regulations (REG-112129-23) and issue new proposed CAMT regulations at a later date. The notices also: (1) provide new interim guidance on several...
Business of Healthcare Webinar Series
Event Overview Health systems nationwide continue to face many challenges due to ongoing financial challenges, regulatory activity, resource constraints, new competitors, the rising cost due to inflation and other areas impacting various areas of the organization. There are many challenges and opportunities that health systems face, while remaining focused on providing the best care for...
Process & Profitability Strategies to Consider
The transportation and logistics industry continues to experience a multitude of challenges. Rising operational costs, along with reduced freight volumes and spot rates, have impacted profit margins. Until freight demand rebounds or costs normalize, transportation and logistics companies should proactively focus on risk management and efficiency improvements. Join us for a dynamic panel discussion on...
IPO outlook for tech companies in 2025
Event overview Tech IPOs amidst a government shutdown and other market forces After a year of unpredictability and volatility—including a government shutdown—the outlook on the initial public offering (IPO) market has shifted. If you’re considering taking your organization public, now is the time to understand the evolving IPO landscape. Join RSM’s Deputy Chief Economist and...
Plante Moran Insurance Services: 2025 Industry Year-End Webinar
What’s ahead for financial institutions? Join our Financial Institution 2025 Industry Year-End Webinar for answers. This panel-style session brings together our trusted advisors to unpack the latest insights on regulatory compliance, income tax developments, IT strategy, and financial reporting trends. Moderated by Josh Engelkemier, this session features insights from Brian Howe, Colin Taggart, Elliott Holmes,...
What Financial Planning and Analysis Will Look Like in 2026
Finance leaders have long relied on professional training and experience to analyze past financial results and prepare their companies for the future. To support financial planning and analysis (FP&A), companies will use artificial intelligence (AI) not to replace but instead to amplify finance leaders' expertise. In 2026, agentic AI in particular will emerge as the...
Year-End Tax Strategies for High-Net Worth Individuals
This session will cover the latest legislative updates – including key provisions from the newly enacted One Big Beautiful Bill Act (OBBBA) and provide actionable planning techniques to help you stay compliant and maximize efficiency. Stay tuned for our other Year-End Planning webinars tailored to International Tax and Transfer Pricing, State and Local Tax, and...
2025 Rural Broadband Trends & Takeaways
The eye-opening results are in! With 141 companies participating, the 2025 Rural Broadband Benchmark Study continues to explore the impact of inflation, broadband services, and grant programs on the rural telecommunications industry, providing 2024 benchmark results for nearly 40 metrics. In this webinar, we’ll explore the financial and operational performance of the industry overall, and...
Friday, November 7, 2025
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November 7, 2025 -Real Estate Tax Chat: A Focus on OB3 and Year-End Planning for 2025
Real Estate Tax Chat: A Focus on OB3 and Year-End Planning for 2025
Webcast overview The passage of the One Big Beautiful Bill Act (OB3) in 2025 introduced significant changes to the tax environment in which real estate businesses operate. Join KPMG LLP (KPMG) to review the impact of OB3 and prepare for a fast-approaching 2026. Topics for this Real Estate Tax Chat will include: The session will...

