Crowe ExPErtise Webinar Series: Performance Improvement Strategies for Portfolio Growth
Free Live CPE Webinars New York
From Tax Question to Tax Strategy: Turning Everyday Client Conversations into Advisory Opportunities
Free Live CPE Webinars New York
Business and trade policy at the Trump Administration’s midpoint
Free Live CPE Webinars New York
Navigating the Opportunity Zone Transition: What IRS Notice 2026-40 Means for Investors and Developers
Free Live CPE Webinars New York
Healthcare Has Normalized Broken Workflows: How High-Performing Practices Are Redefining What’s Possible
Free Live CPE Webinars New York
How to Deploy AI for Results: CFO and Controller Panel Discussion
Free Live CPE Webinars New York
The 2026 Change Mandate: Leading Transformation with People, Governed AI, and Measurable Impact
Free Live CPE Webinars New York
PwC’s Real Estate and Infrastructure Tax quarterly webcast: Key legislative, regulatory, and business updates
Free Live CPE Webinars New York
From awareness to action: increasing financial wellness, employee engagement
Free Live CPE Webinars New York
From Data to Decisions: Enhancing Financial Insight with Data, Strategy, and AI
Free Live CPE Webinars New York
Engineering & Construction Webcast: Data Alignment, ERP Modernization, and AI Readiness
Free Live CPE Webinars New York
Bridging the resilience gap: Achieving effective BCM for the future
Free Live CPE Webinars New York
Outlook and opportunities in data center development and investment
Free Live CPE Webinars New York
Reinventing finance: Creating a modern multi-entity reporting model
Free Live CPE Webinars New York
Demystifying gross receipts taxes for multistate businesses: What tax leaders need to know
Free Live CPE Webinars New York
Week of Events
Monday, July 27, 2026
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July 27, 2026 -Managing pay when budgets can’t keep up
Managing pay when budgets can’t keep up
Event overview Organizations are facing sustained pressure to do more with less when it comes to compensation. Flat or limited salary-increase budgets—combined with inflation, shifting labor dynamics and growing expectations around pay transparency—are challenging traditional approaches to attracting and retaining talent. In this environment, the compensation strategy must evolve. Organizations can no longer rely solely...
Tuesday, July 28, 2026
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July 28, 2026 -Why AI governance is the foundation of secure MCP adoption
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July 28, 2026 -2026 Tax Break Summer Series
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July 28, 2026 -Crowe ExPErtise Webinar Series: Performance Improvement Strategies for Portfolio Growth
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July 28, 2026 -Navigating the SEC’s ICFR Filer Proposal
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July 28, 2026 -From Tax Question to Tax Strategy: Turning Everyday Client Conversations into Advisory Opportunities
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July 28, 2026 -Business and trade policy at the Trump Administration’s midpoint
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July 28, 2026 -Navigating the Opportunity Zone Transition: What IRS Notice 2026-40 Means for Investors and Developers
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July 28, 2026 -Engaging and Elevating Your Not-for-Profit Board
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July 28, 2026 -Healthcare Has Normalized Broken Workflows: How High-Performing Practices Are Redefining What’s Possible
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July 28, 2026 -How to Deploy AI for Results: CFO and Controller Panel Discussion
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July 28, 2026 -The 2026 Change Mandate: Leading Transformation with People, Governed AI, and Measurable Impact
Why AI governance is the foundation of secure MCP adoption
Description: MCP (model context protocol) is rapidly emerging as the standard for connecting AI systems with enterprise data and business processes. However, many organisations focus on technology before addressing a more fundamental challenge: governance readiness. Successful MCP adoption depends on more than secure architecture and technical controls. It requires clear ownership, cross-functional accountability, trusted data...
2026 Tax Break Summer Series
State and local tax audits are becoming more frequent, aggressive, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties, navigating a state tax audit can feel overwhelming. During this session, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends...
Crowe ExPErtise Webinar Series: Performance Improvement Strategies for Portfolio Growth
Event details Private equity firms and portfolio company leaders continue to navigate a challenging operating environment. While economic indicators show mixed performance, expectations for growth, profitability, and value creation remain high. At the same time, organizations face ongoing pressure from rising costs, margin compression, labor constraints, supply chain complexities, and increasing customer expectations for service...
Navigating the SEC’s ICFR Filer Proposal
Webcast overview One of the most pressing topics for organizations today is understanding the potential impact of the SEC’s proposed rule changes to filer classifications and what it means for the future of SOX 404(b) compliance. In this special 90-minute installment of the Future of SOX webcast series, Charles King, KPMG AI and Technology Leader,...
From Tax Question to Tax Strategy: Turning Everyday Client Conversations into Advisory Opportunities
Description Most advisory engagements don't begin with a client asking for advisory services; they begin with a seemingly simple tax question.In this session, Randy Hughes, CPA, demonstrates how firms can uncover planning opportunities hidden within everyday client conversations and transform routine compliance discussions into higher-value advisory engagements. Using a real client case study that began...
Business and trade policy at the Trump Administration’s midpoint
Over the past 18 months, continuing shifts in trade policy have required businesses to adapt their operating models to navigate these unpredictable times. Businesses continue to face tariff uncertainty in 2026 and beyond, ranging from ongoing trade investigations under Section 232 of the Trade Expansion Act of 1962 and Section 301 of the Trade Act...
Navigating the Opportunity Zone Transition: What IRS Notice 2026-40 Means for Investors and Developers
Description The Opportunity Zone (OZ) program is changing and the window to act under the existing rules is closing fast. IRS Notice 2026-40, issued in response to the One Big Beautiful Budget Act (OBBBA), gives investors, developers and fund managers the clearest picture yet of how the program evolves as the 2026 inclusion event approaches...
Engaging and Elevating Your Not-for-Profit Board
Effective nonprofit governance begins with a knowledgeable and engaged board. This session explores the strategic, legal, and fiduciary responsibilities of board members, with a focus on essential policies, financial oversight, and accountability structures. Participants will examine the critical role of “tone at the top” in shaping organizational culture, ethics, and performance. Through practical frameworks and...
Healthcare Has Normalized Broken Workflows: How High-Performing Practices Are Redefining What’s Possible
Ambulatory healthcare organizations have spent years adapting to rising administrative burden, disconnected technology, staffing shortages and operational inefficiencies. Over time, many of these challenges have been accepted as “the way healthcare works” — even when they drain capacity, increase costs and make it harder for providers and staff to do their best work. This session...
How to Deploy AI for Results: CFO and Controller Panel Discussion
A recent survey of senior Finance, Tax, and Accounting executives confirms what many Controllers and CFOs already sense: 67% have AI pilots underway, but only 6% report enterprise-wide maturity. The gap between experimentation and measurable outcomes isn’t a technology problem. It’s a data, governance, and organizational readiness problem — and it’s widening. Join a candid...
The 2026 Change Mandate: Leading Transformation with People, Governed AI, and Measurable Impact
About this Event: How are you thinking about transformation? Not as a roadmap, but as a leadership practice. Change isn’t coming. It’s here, and it’s constant. The leaders who are winning aren’t the ones who saw it first. They’re the ones who figured out how to land it, sustain it, and bring their teams with...
Wednesday, July 29, 2026
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July 29, 2026 -PwC’s Real Estate and Infrastructure Tax quarterly webcast: Key legislative, regulatory, and business updates
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July 29, 2026 -Credit Quality & Red Flags for Deteriorating Loans
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Featured July 29, 2026 -Featured 2026 Common Multistate Tax Pitfalls & Opportunities
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July 29, 2026 -From awareness to action: increasing financial wellness, employee engagement
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July 29, 2026 -From Data to Decisions: Enhancing Financial Insight with Data, Strategy, and AI
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July 29, 2026 -Engineering & Construction Webcast: Data Alignment, ERP Modernization, and AI Readiness
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July 29, 2026 -Future of Fintech: Cyber, Digital Assets, and AI Use Cases
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July 29, 2026 -The Future of FP&A: From Forecasting to Value Steering
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July 29, 2026 -Bridging the resilience gap: Achieving effective BCM for the future
PwC’s Real Estate and Infrastructure Tax quarterly webcast: Key legislative, regulatory, and business updates
PwC’s Real Estate and Infrastructure Tax quarterly webcast: Key legislative, regulatory, and business updatesWednesday July 29th, 12:00pm - 1:00pm ET On July 29, join members of PwC's Real Estate and Infrastructure Tax, Policy Services, and Advisory practices as we discuss critical legislative, regulatory and business issues impacting real estate and infrastructure owners, investors, and funds....
Credit Quality & Red Flags for Deteriorating Loans
Credit unions often recognize loan problems too late because early warning signs are subtle, fragmented, or misunderstood, leading to reactive rather than proactive credit risk management. Join us for an informative presentation as we provide a practical overview of current credit quality and how to identify early warning signs of deterioration within a loan portfolio....
2026 Common Multistate Tax Pitfalls & Opportunities
CPE Credit: One Hour Multistate tax compliance continues to get more complicated, not less. New federal legislation, evolving state conformity positions, and increasingly aggressive nexus and sourcing rules have created real exposure for businesses that assume they are already compliant. This webinar is a practical walkthrough of the issues that most often cause problems heading...
From awareness to action: increasing financial wellness, employee engagement
“Rewards that work” is an EY Tax webcast series exploring emerging trends shaping employee rewards, wellbeing and workforce strategy. In the second webcast, panelists will examine how leading organizations can move from offering financial wellness programs to actively encouraging meaningful employee engagement. Despite growing investment in these programs, many organizations struggle to translate availability into...
From Data to Decisions: Enhancing Financial Insight with Data, Strategy, and AI
Event Overview Nonprofit leaders face growing financial pressure — yet too often, the data they need to act is scattered, delayed, or hard to interpret. This session explores how the evolution of data tools and practices is changing the way organizations turn financial information into clear, timely insight. We'll explore how the right combination of...
Engineering & Construction Webcast: Data Alignment, ERP Modernization, and AI Readiness
Webcast overview Join us on Wednesday, July 29, 2026, from 1:00 p.m. to 2:00 p.m. ET for an Engineering & Construction (E&C) webcast. As infrastructure investment, data-center growth, and large-scale capital projects accelerate, many organizations find legacy ERP systems and fragmented data hindering visibility, agility, and informed decision-making. In this session, KPMG will discuss industry...
Future of Fintech: Cyber, Digital Assets, and AI Use Cases
Event details Financial services organizations are navigating rapid technological change, evolving regulatory expectations, and increasing pressure to innovate while managing risk. As fintech capabilities mature and emerging technologies become more deeply integrated into business operations, leaders must be able to make informed decisions about AI, cybersecurity, digital assets, and regulatory compliance. Join us on Wednesday,...
The Future of FP&A: From Forecasting to Value Steering
Webcast overview As organizations navigate market shifts, this webcast explores how forward-thinking finance leaders are leveraging AI to transition from static planning to dynamic, strategic enterprise value steering. Learning Objectives: Speakers will help attendees: Program Specifications Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: CFOsField(s) of Study: Finance - 43The final...
Bridging the resilience gap: Achieving effective BCM for the future
Description: In an increasingly volatile business landscape, organizations face an intricate web of modern disruptions: geopolitical instability, cyber conflicts, and accelerating technological shifts. While most business continuity leaders report confidence in their resilience programs, when disruption occurs, dependency maps don’t hold up, and recovery targets are missed. Traditional, siloed approaches to continuity management often create...
Thursday, July 30, 2026
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July 30, 2026 -US Expansion Playbook: Capitalizing & Funding Ops
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July 30, 2026 -Quarterly Insights: Q2 2026 Financial Services Outlook
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July 30, 2026 -M&A trends 2026: Midyear pulse update
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July 30, 2026 -Building the Program and Performing a Basic Risk Assessment
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July 30, 2026 -Outlook and opportunities in data center development and investment
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July 30, 2026 -Back-to-basics: Debt Modifications and exchanges
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July 30, 2026 -Value-Based Enterprises: Achieving Margin, Access, & Value
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July 30, 2026 -Taxing AI: International tax issues for multinationals
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July 30, 2026 -Reinventing finance: Creating a modern multi-entity reporting model
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July 30, 2026 -Demystifying gross receipts taxes for multistate businesses: What tax leaders need to know
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July 30, 2026 -Tax Readiness — Latest developments in tax controversy
US Expansion Playbook: Capitalizing & Funding Ops
Forvis Mazars, in collaboration with Nelson Mullins, invites you to a webinar focused on the critical considerations surrounding how capital moves into and out of a U.S. organization once a structure is in place. This session will explore capitalization strategies, intercompany arrangements, and the tax and documentation requirements that support them. Topics include treaty considerations,...
Quarterly Insights: Q2 2026 Financial Services Outlook
Join Forvis Mazars for an in-depth discussion of our Q2 2026 summer newsletter, where we’ll present key findings and insights from the latest industry analysis. This session will highlight emerging trends, regulatory developments, and strategic challenges shaping the banking and financial services landscape. Our team will provide perspectives on market performance and the future outlook,...
M&A trends 2026: Midyear pulse update
Key takeaways Multifaceted volatility has intensified in the first half of 2026. How are M&A leaders navigating this shifting landscape, domestically and abroad? We’ll discuss: How leading M&A executives are pivoting with respect to cross-border dealmaking, with new insights The unique character of M&A market volatility heading into the back half of 2026 A persistent...
Building the Program and Performing a Basic Risk Assessment
1.0 CPE Credit in the field of Specialized Knowledge (SK) As BDO’s Risk, Resilience, and Recovery Webcast Series continues, join BDO’s Enterprise Risk Management (ERM) Solution team for an introduction to the core principles of ERM. We’ll examine the purpose of ERM, key elements, and stakeholders. We’ll outline how organizations can establish a practical foundation...
Outlook and opportunities in data center development and investment
Please join us for a discussion on the latest developments in data center real estate. In this webcast, a panel of leading EY professionals will provide an overview and outlook for the data center market, potential opportunities available to developers and investors, and other timely updates. Learning objectives Presenters Andrea Whiteway – EY Principal, National Tax...
Back-to-basics: Debt Modifications and exchanges
Webcast overview KPMG professionals will provide a back-to-basics accounting webcast on debt modifications and exchanges. Join us for a focused, practical refresher on the accounting fundamentals of debt restructurings, modifications, and exchanges. Cutting through complexity, we’ll walk through the ASC 470 models that drive decision-making—and what matters most in today’s environment.Learning Objectives: Upon completion of...
Value-Based Enterprises: Achieving Margin, Access, & Value
Health system leaders continue to face sustained margin challenges and growing constraints on patient access, even as value-based performance expectations increase. This webinar will provide an overview of value-based enterprises (VBEs) and how they can be used to help align physicians, operations, and incentives around clearly defined, measurable goals. Designed for organizations at any stage...
Taxing AI: International tax issues for multinationals
Event description As businesses increasingly develop and deploy proprietary AI tools, international tax teams are facing new questions about how value is created, where income should be reported, and how existing tax rules apply to rapidly evolving AI-enabled business models. Our panel of experts will address a variety of international tax and transfer pricing issues...
Reinventing finance: Creating a modern multi-entity reporting model
Key takeaways In today’s globalized market, multi-entity reporting (MER) is essential, giving businesses a centralized view of financial performance and greater visibility into synergistic opportunities for the business. Yet multi-entity reporting often remains manual and fragmented. How can organizations modernize MER to better support today’s finance function? We’ll discuss: Defining an operating model that unifies...
Demystifying gross receipts taxes for multistate businesses: What tax leaders need to know
Event overview Gross receipts taxes (GRT), including the Ohio CAT, Washington B&O, Oregon CAT, Nevada Commerce Tax, Tennessee Business Tax and Delaware Gross Receipts Tax, often appear simple but create unexpected exposure, compliance gaps and audit risk. Join RSM’s state and local tax professionals as they explain how GRT works in practice, challenge common misconceptions...
Tax Readiness — Latest developments in tax controversy
Join us for an update on the latest tax controversy developments, including IRS enforcement priorities, examination trends, transfer pricing, recent cases, and practical considerations for managing tax disputes. CPE-eligible for 1 Tax credit.
Friday, July 31, 2026
No events on this day.

