Don’t break your marketing: Leverage consent for smarter personalization
Free Live CPE Webinars New York
Rethinking firm growth: How modern accounting firms compete, differentiate and scale
Free Live CPE Webinars New York
Modernize Costpoint Without Disruption: Your Path to the Deltek Cloud
Free Live CPE Webinars New York
Agents, AI, and Automation: Two Controller’s’ Firsthand Lessons
Free Live CPE Webinars New York
Smarter Benefits, Smarter Outcomes: Addressing Enrollment, Cost, and Complexity
Free Live CPE Webinars New York
How GRC leaders achieve connected risk: A real-world maturity journey
Free Live CPE Webinars New York
Private equity & private capital quarterly tax update – Q2 2026
Free Live CPE Webinars New York
The Resilient Finance Function: How to Build a Finance Operating Model That Survives 2026
Free Live CPE Webinars New York
FQ+CFGI: Close Faster & Smarter: Automate Leases and Accruals to Accelerate Your Financial Close
Free Live CPE Webinars New York
Important July 6 Filing Update for R&D Tax Credits: Insights and Practical Guidance Under the One Big Beautiful Bill
Free Live CPE Webinars New York
Week of Events
Monday, June 1, 2026
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June 1, 2026 -IEEPA Tariff Refunds: What Taxpayers Should Know Regarding Accounting, Audit and Tax
IEEPA Tariff Refunds: What Taxpayers Should Know Regarding Accounting, Audit and Tax
Description Join us for a practical discussion led by Cherry Bekaert’s cross‑functional team of professionals on how IEEPA tariff refunds may impact accounting, audit and tax considerations. IEEPA Tariff Refunds: What Taxpayers Should Know Regarding Accounting, Audit, and Tax - June 1, 2026 at 1 – 2 P.M. ET This webinar will explore key financial...
Tuesday, June 2, 2026
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June 2, 2026 -TPRM in motion: Governance, ownership, and execution
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June 2, 2026 -EY 2026 Registered Funds Seminar
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June 2, 2026 -Don’t break your marketing: Leverage consent for smarter personalization
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June 2, 2026 -Rethinking firm growth: How modern accounting firms compete, differentiate and scale
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June 2, 2026 -Modernize Costpoint Without Disruption: Your Path to the Deltek Cloud
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June 2, 2026 -Understanding Plan Sponsor ESOP Accounting Basics
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June 2, 2026 -Agents, AI, and Automation: Two Controller’s’ Firsthand Lessons
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June 2, 2026 -Building future-ready private company boards
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June 2, 2026 -Build a Strong Financial Foundation
TPRM in motion: Governance, ownership, and execution
Description: Third‑party ecosystems continue to grow in complexity, increasing regulatory scrutiny and operational risk exposure for organizations across industries. As a result, establishing effective governance structures and robust controls has become a critical success factor for managing third‑party risk in a sustainable and transparent manner. This webcast provides a structured and practical view on TPRM...
EY 2026 Registered Funds Seminar
Regulatory pressures, rapid digital innovation, and shifting investor expectations are accelerating change across the registered funds industry. The sector is entering a pivotal period in which strategic decisions will define long-term competitiveness. When change reshapes the market, how will you lead the way? This virtual program brings together leading registered funds executives and industry experts...
Don’t break your marketing: Leverage consent for smarter personalization
Event description Grant Thornton Advisors and OneTrust will examine what it takes to build a Universal Consent & Preference Management (UCPM) program that is auditable, free of dark patterns, and capable of powering a scalable, trusted marketing operating model. With accelerating regulatory scrutiny, the shift to first‑party data, and rising consumer expectations for transparency, organizations...
Rethinking firm growth: How modern accounting firms compete, differentiate and scale
CPE credit: 1 hour for CPAs The accounting profession is evolving rapidly. Shifts in technology, rising client expectations, AI adoption, and changing buyer behavior are redefining how firms grow, compete, and deliver value. While referrals remain an important source of new business, today's buyers are more informed than ever and expect clear differentiation, proactive guidance,...
Modernize Costpoint Without Disruption: Your Path to the Deltek Cloud
Many organizations running Deltek Costpoint on premises are facing a new reality: rising infrastructure costs, heightened security and compliance demands, increasing upgrade complexity, and pressure to innovate faster. What once worked well may now slow the business down. The good news? You don’t need to replace Costpoint to modernize it. Join BDO and Deltek professionals...
Understanding Plan Sponsor ESOP Accounting Basics
Join Forvis Mazars for the first installment of our two-part webinar series, designed to break down the complexities of Employee Stock Ownership Plan (ESOP) accounting for plan sponsors. This introductory session will provide a solid foundation in the fundamentals of ESOP accounting, focusing on the nuances of leveraged versus non-leveraged ESOPs and the initial and...
Agents, AI, and Automation: Two Controller’s’ Firsthand Lessons
After a two-week vacation, the transaction backlog dread sets in for Skool’s Financial Controller, James Agius. Fortunately, accounting agents had handled 97% of the coding, categorization, and syncing to the books while he was completely offline, leaving him 67 to review of the initial 2,000-plus. This experience shows what’s possible for finance teams today. Innovative,...
Building future-ready private company boards
Key takeaways Private company boards are entering a new era—one demanding sharp strategy, broad expertise, and a future-focused mindset. This webcast explores what it means to build smart boards, from board structure and composition to artificial intelligence and risk oversight. We’ll discuss: How private company boards can stay agile while strengthening governance How governance fundamentals...
Build a Strong Financial Foundation
Profit isn’t cash — and confusing the two can quietly derail growth. Strong organizations rely on timely financial information to run the business with confidence. Join our complimentary webinar as CLA Client Accounting and Advisory Services professionals break down the financial fundamentals leaders need to operate day to day. Learn about common accounting pitfalls, profit versus cash...
Wednesday, June 3, 2026
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Featured June 3, 2026 -Featured 2026 Florida Public Sector & Nonprofit Summit
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June 3, 2026 -EY 2026 Registered Funds Seminar
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Featured June 3, 2026 -Featured 2026 Florida Public Sector & Nonprofit Summit
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Featured June 3, 2026 -Featured 2026 Not-for-profit governance and fiscal workshop
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June 3, 2026 -Preparing healthcare for the post quantum era
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June 3, 2026 -Modernizing ERP: From Ground to Cloud With Sage Intacct
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June 3, 2026 -National Banking Symposium on Workforce Transformation
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June 3, 2026 -Smarter Benefits, Smarter Outcomes: Addressing Enrollment, Cost, and Complexity
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June 3, 2026 -How GRC leaders achieve connected risk: A real-world maturity journey
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June 3, 2026 -From Compliance to Advisory: Rethinking How Tax Work Gets Done
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June 3, 2026 -BEAD Compliance Essentials: Equipment, Property, & Reporting
2026 Florida Public Sector & Nonprofit Summit
2026 Florida Public Sector & Nonprofit Summit: Day 1 Engage with peers and professionals from Forvis Mazars on the first day of this informative virtual summit as we share insights to help Florida public sector organizations move forward with confidence as we cover trending industry topics, including GASB standards, enhancing financial reporting, and more. Learning...
EY 2026 Registered Funds Seminar
Regulatory pressures, rapid digital innovation, and shifting investor expectations are accelerating change across the registered funds industry. The sector is entering a pivotal period in which strategic decisions will define long-term competitiveness. When change reshapes the market, how will you lead the way? This virtual program brings together leading registered funds executives and industry experts...
2026 Florida Public Sector & Nonprofit Summit
2026 Florida Public Sector & Nonprofit Summit: Day 1 Engage with peers and professionals from Forvis Mazars on the first day of this informative virtual summit as we share insights to help Florida public sector organizations move forward with confidence as we cover trending industry topics, including GASB standards, enhancing financial reporting, and more. Learning...
2026 Not-for-profit governance and fiscal workshop
Over the course of two days, gain invaluable insights from Baker Tilly's not-for-profit (NFP) specialists and a distinguished panel. This workshop will cover essential governance and technical matters crucial for NFP organizations. Don't miss out on this opportunity to stay ahead and ensure your organization thrives! On day one, we will focus on governance, risk...
Preparing healthcare for the post quantum era
Webcast overview Join KPMG, IBM, Highmark, and Cleveland Clinic for a one-hour discussion as they will explore how healthcare organizations can think pragmatically about quantum driven cryptographic change — separating near term actions from longer term planning, and grounding the conversation in real healthcare environments. Learning Objectives: Discussion topics will include: Program Specifications Estimated CPE credit: This program...
Modernizing ERP: From Ground to Cloud With Sage Intacct
Legacy enterprise resource planning (ERP) systems often become barriers to efficiency, visibility, and growth as organizations evolve. Join us to explore how moving to a cloud-based ERP can help finance and operations teams gain real-time insights, streamline processes, and scale with confidence. In this session, we’ll examine the key challenges of traditional, on‑premise ERP systems...
National Banking Symposium on Workforce Transformation
Webcast overview Join KPMG for a special edition of the National Banking Symposium on Workforce Transformation. This session will dive deep into how cutting-edge technology are serving as a catalyst for large-scale workforce evolution – reshaping roles, augmenting capabilities, and creating new strategic imperatives for banking leaders.On the agenda: Learning Objectives: Upon completing this course,...
Smarter Benefits, Smarter Outcomes: Addressing Enrollment, Cost, and Complexity
CPE credit: 1 hour for CPAs Pending approval for 1 SHRM, HRCI & NASBA credit hour Benefits teams are being squeezed from every direction. Costs keep climbing. Employees expect choice, personalization, and consumer-grade experiences. Leadership expects better engagement, cleaner compliance, and proof the investment is paying off. For many benefits leaders, the real challenge isn’t...
How GRC leaders achieve connected risk: A real-world maturity journey
Description: Connected risk sounds great in theory, but what does it look like in practice when a real organization tries to break down silos across audit, risk, compliance, and infosec? In this session, Optro will introduce the connected risk maturity model and bring in a customer to share their real journey: where they started, what...
From Compliance to Advisory: Rethinking How Tax Work Gets Done
Tax season may be over, but the opportunity to transform your firm is just beginning. Join us for a timely conversation on how leading firms are rethinking the way work gets done and where greater value can be delivered. Moderated by Brandon Allfrey, this interactive session explores the keys to tax transformation and brings them...
BEAD Compliance Essentials: Equipment, Property, & Reporting
Effective management and reporting of equipment and real property acquired with federal funding is often an overlooked requirement for telecommunications (telecom) providers. This webinar will provide an overview of equipment and real property management requirements applicable to federally funded broadband programs, including inventory controls, use and disposition rules, and asset tracking throughout the asset’s life...
Thursday, June 4, 2026
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Featured June 4, 2026 -Featured 2026 Florida Public Sector & Nonprofit Summit
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June 4, 2026 -Private equity & private capital quarterly tax update – Q2 2026
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Featured June 4, 2026 -Featured 2026 Florida Public Sector & Nonprofit Summit
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June 4, 2026 -Public Pension Plan 2026
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Featured June 4, 2026 -Featured 2026 Not-for-profit governance and fiscal workshop
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June 4, 2026 -The Resilient Finance Function: How to Build a Finance Operating Model That Survives 2026
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June 4, 2026 -Q2 2026 Quarterly accounting webcast
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June 4, 2026 -FQ+CFGI: Close Faster & Smarter: Automate Leases and Accruals to Accelerate Your Financial Close
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June 4, 2026 -Navigating TEAM: Strategic Positioning for SNFs
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June 4, 2026 -Small business tax frauds
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June 4, 2026 -Important July 6 Filing Update for R&D Tax Credits: Insights and Practical Guidance Under the One Big Beautiful Bill
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June 4, 2026 -Public Pension Plan 2026
2026 Florida Public Sector & Nonprofit Summit
2026 Florida Public Sector & Nonprofit Summit: Day 1 Engage with peers and professionals from Forvis Mazars on the first day of this informative virtual summit as we share insights to help Florida public sector organizations move forward with confidence as we cover trending industry topics, including GASB standards, enhancing financial reporting, and more. Learning...
Private equity & private capital quarterly tax update – Q2 2026
Join the EY Private Equity & Private Capital webcast for a Q2 2026 update. Subject-matter resources will provide a US legislative update and an analysis of global economic trends impacting the private fund industry and private equity (PE)-backed firms. The session will also explore global political developments, the current economic landscape, and emerging marketplace and...
2026 Florida Public Sector & Nonprofit Summit
2026 Florida Public Sector & Nonprofit Summit: Day 1 Engage with peers and professionals from Forvis Mazars on the first day of this informative virtual summit as we share insights to help Florida public sector organizations move forward with confidence as we cover trending industry topics, including GASB standards, enhancing financial reporting, and more. Learning...
Public Pension Plan 2026
Event Overview This webinar delivers an overview of key issues impacting state and local government public pension plans. Through four focused sessions, participants will receive updates on government accounting standards, explore fraud and cybersecurity risks, and learn practical strategies to strengthen internal controls and governance. The program concludes with a peer-led roundtable discussion, offering real-world...
2026 Not-for-profit governance and fiscal workshop
Over the course of two days, gain invaluable insights from Baker Tilly's not-for-profit (NFP) specialists and a distinguished panel. This workshop will cover essential governance and technical matters crucial for NFP organizations. Don't miss out on this opportunity to stay ahead and ensure your organization thrives! On day one, we will focus on governance, risk...
The Resilient Finance Function: How to Build a Finance Operating Model That Survives 2026
Finance teams are being asked to absorb constant new technology, talent constraints, rising governance expectations, and market disruption—while still accelerating decisions and improving accuracy. This session introduces a practical finance operating model framework that helps leaders build resilience across people, process, technology, and governance. We’ll show how advisory, outsourcing, and resource augmentation can work together...
Q2 2026 Quarterly accounting webcast
This webcast will cover key accounting and financial reporting considerations as companies close out Q2 2026. If you are not able to join our webcast on June 4, register for another session on June 10 or June 23. Presenter:Heather Horn, PwC National Office Sustainability and Thought Leader Who should attend: Audit committee members, CFOs, controllers, finance directors,...
FQ+CFGI: Close Faster & Smarter: Automate Leases and Accruals to Accelerate Your Financial Close
Learning Objectives
Navigating TEAM: Strategic Positioning for SNFs
On January 1, 2026, CMS launched the Transforming Episode Accountability Model (TEAM), a mandatory bundled payment model for over 700 acute care hospitals across the country. TEAM places new financial accountability on hospitals for the cost and quality of care delivered across specific 30‑day episodes of care. As healthcare organizations adjust to these expectations, senior...
Small business tax frauds
CPE credit: 1 hour for CPAs When small businesses commit tax fraud they are usually trying to hide revenue and expense personal items as business expenses. In this course we will review the various ways small businesses commit tax fraud. We will discuss the red flags that could be indicative of tax fraud. Current cases...
Important July 6 Filing Update for R&D Tax Credits: Insights and Practical Guidance Under the One Big Beautiful Bill
A rare, time-sensitive, filing window to identify and secure cash refunds is approaching, and many small and medium sized businesses don’t realize what’s at stake. Under the One Big Beautiful Bill Act (OBBBA), qualifying businesses now have a final opportunity to amend 2022–2024 tax returns to immediately expense domestic R&D costs and make or fix a...
Public Pension Plan 2026
Event Overview This webinar delivers an overview of key issues impacting state and local government public pension plans. Through four focused sessions, participants will receive updates on government accounting standards, explore fraud and cybersecurity risks, and learn practical strategies to strengthen internal controls and governance. The program concludes with a peer-led roundtable discussion, offering real-world...
Friday, June 5, 2026
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Featured June 5, 2026 -Featured 2026 Florida Public Sector & Nonprofit Summit
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Featured June 5, 2026 -Featured 2026 Florida Public Sector & Nonprofit Summit
2026 Florida Public Sector & Nonprofit Summit
2026 Florida Public Sector & Nonprofit Summit: Day 1 Engage with peers and professionals from Forvis Mazars on the first day of this informative virtual summit as we share insights to help Florida public sector organizations move forward with confidence as we cover trending industry topics, including GASB standards, enhancing financial reporting, and more. Learning...
2026 Florida Public Sector & Nonprofit Summit
2026 Florida Public Sector & Nonprofit Summit: Day 1 Engage with peers and professionals from Forvis Mazars on the first day of this informative virtual summit as we share insights to help Florida public sector organizations move forward with confidence as we cover trending industry topics, including GASB standards, enhancing financial reporting, and more. Learning...

