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DTSTART;TZID=America/New_York:20250717T143000
DTEND;TZID=America/New_York:20250717T153000
DTSTAMP:20260604T081916
CREATED:20250614T160102Z
LAST-MODIFIED:20250621T132916Z
UID:10009357-1752762600-1752766200@www.freelivecpe.com
SUMMARY:Navigating Uncertainty Part 4: Forecast Your Future: Cash Flow Clarity for Nonprofits
DESCRIPTION:Cash flow forecasting isn’t just a financial task — it’s a roadmap to your organization’s sustainability and resilience. With limited resources and fluctuating funding sources\, knowing how to predict and manage cash flow effectively could be the key to long-term impact and success. \n\n\n\nWhether your nonprofit is experiencing growing pains\, managing unpredictable donor streams or simply looking to optimize financial systems\, this webinar will provide the clarity and tools you need to take control of your finances in this volatile environment for nonprofit organizations. \n\n\n\nLearning Objectives:\n\n\n\n\nDevelop accurate cash flow forecasts tailored to nonprofit operations.\n\n\n\nIdentify and mitigate financial risks through proactive planning.\n\n\n\nUtilize essential tools and templates for streamlined cash management.\n\n\n\nStrengthen financial decision-making with predictive analysis.\n\n\n\n\nThis session will be structured as an interactive Q&A panel\, ensuring attendees walk away with actionable insights tailored to their organization’s needs. \n\n\n\nSpeakers\n\n\n\n\nKaty Brown\, Partner\, Nonprofit Tax\, Armanino Advisory LLC\n\n\n\nGabbi McKanna\, Manager\, Strategic Finance Outsourcing\, Armanino Advisory LLC\n\n\n\nSharon Hauptman\, FVP\, Senior Relationship Manager\, American Business Bank\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Specialized Knowledge) \n\n\n\nIn order to be awarded full credit\, you must stay on for at least 50 minutes and respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armanino.com. \n\n\n\nArmanino 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/navigating-uncertainty-part-4-forecast-your-future-cash-flow-clarity-for-nonprofits/
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/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250716T140000
DTEND;TZID=America/New_York:20250716T150000
DTSTAMP:20260604T081916
CREATED:20250629T142013Z
LAST-MODIFIED:20250629T142020Z
UID:10009411-1752674400-1752678000@www.freelivecpe.com
SUMMARY:Valuation Masterclass: Takeaways for Owners & Advisors
DESCRIPTION:During this session\, we’ll follow a case study of a business owner navigating the process of preparing for and completing a successful sale. You’ll learn how to increase value before selling and gain insights into key valuation strategies – including the most commonly used methods: Income Approach\, Market Approach and Asset Approach. \n\n\n\nWho Should Attend\n\n\n\nBusiness Owners\, Executives and Finance Professionals \n\n\n\nLearning Objectives:\n\n\n\n\nIdentify the three primary approaches to business valuation and the most commonly used methods within each.\n\n\n\nDescribe the key steps and considerations in the valuation appraisal process.\n\n\n\nApply strategies to enhance value creation in the valuation process.\n\n\n\n\nSpeakers\n\n\n\n\nCurtis Farrow\, Managing Director\, Armanino Advisory LLC\n\n\n\nKellie Adkins\, Managing Director\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Specialized Knowledge) \n\n\n\nIn order to be awarded full credit\, you must stay on for at least 50 minutes and respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armanino.com. \n\n\n\nArmanino 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/valuation-masterclass-takeaways-for-owners-advisors/
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/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250709T130000
DTEND;TZID=America/New_York:20250709T140000
DTSTAMP:20260604T081916
CREATED:20250614T155756Z
LAST-MODIFIED:20250614T155804Z
UID:10009356-1752066000-1752069600@www.freelivecpe.com
SUMMARY:Crack the Code: Mid-Year Tax Strategies for a Shifting Landscape
DESCRIPTION:The current administration’s tax proposals\, including the “One Big Beautiful Bill\,” are already reshaping the landscape. With new risks and opportunities emerging\, businesses and individuals must rethink their strategies to stay agile. \n\n\n\nJoin Armanino’s tax experts as they decode the latest policy updates and outline what’s changed\, what’s still in motion and what actions to take before year-end. \n\n\n\nLearning Objectives:\n\n\n\n\nDescribe the key provisions of the “One Big Beautiful Bill”\n\n\n\nExplain how proposed tax changes may affect your business or personal finances\n\n\n\nIdentify potential new risk areas under the current administration\n\n\n\nEvaluate if adjustments are needed to your investments\, entity structures\, or estate plans\n\n\n\nDefine year-end actions to help position yourself for 2025\n\n\n\n\nSpeakers\n\n\n\n\nDeborah Vandeven\, Partner\, Tax\, Armanino Advisory LLC\n\n\n\nLaura Cannon\, Partner\, Tax\, Armanino Advisory LLC\n\n\n\nYoni Fix\, Partner\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Taxes) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program and stay on for a minimum of 50 minutes. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armanino.com. \n\n\n\nArmanino 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/crack-the-code-mid-year-tax-strategies-for-a-shifting-landscape/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250514T160000
DTEND;TZID=America/New_York:20250514T170000
DTSTAMP:20260604T081916
CREATED:20250419T215606Z
LAST-MODIFIED:20250419T215613Z
UID:10009109-1747238400-1747242000@www.freelivecpe.com
SUMMARY:Overview of Sage Intacct 2025 Release
DESCRIPTION:Sage Intacct’s latest release brings updates designed to help users work with ease and maximize system value. During this session\, Armanino’s team will highlight the top features\, walk through the new user experience and show how these changes can support your day-to-day work. \n\n\n\nThis webinar will include a live Q&A session\, so bring your questions and get direct answers from our team. \n\n\n\nWho Should Attend\n\n\n\nSage Intacct clients\, users and those exploring a future implementation \n\n\n\nLearning Objectives:\n\n\n\n\nDefine the new features in your solution’s latest release.\n\n\n\nIllustrate the updated user interface and navigation for easier adoption.\n\n\n\nIdentify the potential of the latest solution update to enhance your system’s performance.\n\n\n\n\nSpeakers\n\n\n\n\nJenn Bowman\, Manager\, Armanino Advisory LLC\n\n\n\nShannon Santistevan\, Solution Architect\, Armanino Advisory LLC\n\n\n\nKern Eaker\, Solution Architect\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Computer Software and Applications) \n\n\n\nTo be awarded the full credit\, you must stay on for at least 50 minutes and respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armanino.com. \n\n\n\nArmanino 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/overview-of-sage-intacct-2025-release/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T123000
DTEND;TZID=America/New_York:20250326T133000
DTSTAMP:20260604T081916
CREATED:20250301T143922Z
LAST-MODIFIED:20250301T143928Z
UID:10008899-1742992200-1742995800@www.freelivecpe.com
SUMMARY:Supercharging Nonprofits with AI: A Guide to Microsoft's Copilot Adoption
DESCRIPTION:Nonprofits worldwide are grappling with an invisible challenge — the pace of work is accelerating faster than they can keep up\, costing their organizations valuable time that could be better spent serving their mission. By driving meaningful adoption of Microsoft’s Copilot\, nonprofits empower their employees to work more efficiently\, adapt with agility and\, ultimately\, make a bigger impact. \n\n\n\nLearning Objectives:\n\n\n\n\nAssist with grant writing\, making it easier to draft proposals and secure funding.\n\n\n\nStreamline donor management by identifying giving patterns and personalizing outreach.\n\n\n\nSimplify financial reporting and budget tracking by automating report generation.\n\n\n\nGenerate impact reports and program evaluations\, helping communicate results to stakeholders.\n\n\n\n\nSpeakers\n\n\n\n\nBrenda Kahler\, Senior Director of Industry Strategy\, Armanino Advisory LLC\n\n\n\nGina Montgomery\, Director of AI\, Automation & Analytics\, Armanino Advisory LLC\n\n\n\nLauren Renninger\, Senior Manager\, Strategy & Transformation\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Information Technology – Technical) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact Elevate.Learn@armaninoLLP.com. \n\n\n\nArmanino 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/supercharging-nonprofits-with-ai-a-guide-to-microsofts-copilot-adoption/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250313T150000
DTEND;TZID=America/New_York:20250313T160000
DTSTAMP:20260604T081916
CREATED:20250222T214612Z
LAST-MODIFIED:20250222T214625Z
UID:10008855-1741878000-1741881600@www.freelivecpe.com
SUMMARY:The Impact of Secondary Transactions on Business Valuations
DESCRIPTION:Webinar Content \n\n\n\nExpert strategies to navigate valuation challenges.\n\n\n\nUnderstand key risks and best practices to strengthen your next valuation. \n\n\n\n\n\n\n\nSecondary transactions are playing an increasingly critical role in valuations. These transactions introduce complexities that can impact financial reporting and audit readiness. Failing to account for them properly could lead to compliance risks\, tax implications or valuation disputes. \n\n\n\nDon’t leave your valuation to chance. Join us to gain the insights you need to guide your next steps effectively. \n\n\n\nLearning Objectives:\n\n\n\n\nExplain how secondary transactions influence valuation outcomes – and what to do about it\n\n\n\nDefine key tax and compensation implications to avoid costly surprises\n\n\n\nDescribe steps to ensure your valuation stands up to scrutiny\n\n\n\n\nSpeakers\n\n\n\n\nNadia Carey\, Senior Director\, Armanino Advisory LLC\n\n\n\nJason Woon\, Partner\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Specialized Knowledge) \n\n\n\nIn order to be awarded the full credits\, participants must stay on for at least 50 minutes. In addition\, you must respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armanino.com.
URL:https://www.freelivecpe.com/event/the-impact-of-secondary-transactions-on-business-valuations/
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/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T160000
DTEND;TZID=America/New_York:20250212T170000
DTSTAMP:20260604T081916
CREATED:20250118T121917Z
LAST-MODIFIED:20250118T121923Z
UID:10008684-1739376000-1739379600@www.freelivecpe.com
SUMMARY:Sage Intacct 2025 Release 1
DESCRIPTION:Explore Top Features from Sage Intacct 2025 Release 1 \n\n\n\nGet the Full Potential Out of Sage Intacct’s 2025 Release1 \n\n\n\n\n\n\n\nSet yourself up for success in 2025 with a closer look at Sage Intacct’s new features. Join Armanino’s experts to learn how these updates can help you enhance your efficiency and accomplish more this year. \n\n\n\nThis webinar will include a live Q&A session\, so bring your questions and get direct answers from our team. \n\n\n\nTo be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\nWho Should Attend\n\n\n\nSage Intacct clients and users \n\n\n\nLearning Objectives:\n\n\n\n\nDevelop a deeper understanding of the latest features and enhancements in the new release.\n\n\n\nNavigate the updated user interface to improve ease of use and adoption.\n\n\n\nApply best practices to leverage the latest release for maximum impact.\n\n\n\n\nSpeakers\n\n\n\n\nJenn Bowman\, Manager\, Armanino Advisory LLC\n\n\n\nShannon Santistevan\, Solution Architect\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Computer Software and Applications) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact Elevate.Learn@armaninoLLP.com. \n\n\n\nArmanino 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/sage-intacct-2025-release-1/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241205T130000
DTEND;TZID=America/New_York:20241205T140000
DTSTAMP:20260604T081916
CREATED:20241116T020935Z
LAST-MODIFIED:20241123T235925Z
UID:10008438-1733403600-1733407200@www.freelivecpe.com
SUMMARY:A Deep Dive of Business Valuation Discounts
DESCRIPTION:By understanding the “how” and the “why” behind valuation discounts you can ensure client planning documents are set up to maximize available discounts. \n\n\n\nAnd with lifetime exemption set to sunset in 2025\, now is the time to have conversations with your clients about how to preserve their futures. \n\n\n\nSave your seat to get a detailed overview of valuation fundamentals and understand how valuation discounts are applied to different business entities including real estate holdings\, asset management companies and operating businesses. \n\n\n\nOur valuation experts are going through a deep dive on valuation discounts and how to use them to benefit your clients’ estates\, including: \n\n\n\n\nCommonly recognized discounts in valuations for gift tax purposes\n\n\n\nFactors that affect discounts – both within and outside a planner’s control\n\n\n\nHow to structure planning documents to maximize discounts\n\n\n\n\nLearning Objectives:\n\n\n\n\nExplain commonly recognized discounts in valuations for gift tax purposes\n\n\n\nDefine factors that affect discounts – both within and outside of a planner’s control\n\n\n\nDescribe how to structure planning documents to maximize discounts\n\n\n\n\nSpeakers\n\n\n\n\nJason Buhlinger\, Partner\, Armanino Advisory LLC\n\n\n\nJason Woon\, Partner\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Specialized Knowledge)
URL:https://www.freelivecpe.com/event/future-proof-foundations-insights-for-family-offices-and-corporate-foundation-managers-2/
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/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241204T130000
DTEND;TZID=America/New_York:20241204T140000
DTSTAMP:20260604T081916
CREATED:20241109T154903Z
LAST-MODIFIED:20241109T154909Z
UID:10008389-1733317200-1733320800@www.freelivecpe.com
SUMMARY:Future-Proof Foundations: Insights for Family Offices and Corporate Foundation Managers
DESCRIPTION:Join us for a webinar on common missteps\, mistakes and challenges made in corporate and family foundations. This session is designed for families that oversee their own foundations and managers/executives operating private foundations on behalf of their companies. \n\n\n\nExplore the most frequent pitfalls well-meaning foundation managers face and strategies to navigate them successfully while avoiding IRS penalties. \n\n\n\nLearning Objectives:\n\n\n\n\nReview key regulations and laws governing private foundations.\n\n\n\nIdentify major IRS enforcement issues\, including self-dealing and reputational risks.\n\n\n\nExplore strategies to enhance financial management and tax benefits for foundations.\n\n\n\nDiscuss future trends and compliance for aligning foundations with charitable missions.\n\n\n\n\nSpeakers\n\n\n\n\nKaty Brown\, Partner\, Armanino\n\n\n\nChris Mays\, Partner\, Armanino Advisory LLC\n\n\n\nPaul Nuttall\, Senior Manager\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Specialized Knowledge) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armanino.com. \n\n\n\nArmanino 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/future-proof-foundations-insights-for-family-offices-and-corporate-foundation-managers/
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/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241203T140000
DTEND;TZID=America/New_York:20241203T150000
DTSTAMP:20260604T081916
CREATED:20241202T034747Z
LAST-MODIFIED:20241129T145839Z
UID:10008327-1733234400-1733238000@www.freelivecpe.com
SUMMARY:2024 Year-End Tax Strategies for Businesses
DESCRIPTION:Don’t miss our upcoming webinar on December 3rd\, where we’ll dive into essential year-end tax planning strategies tailored for privately held businesses and corporations. \n\n\n\nOur experts will guide you in identifying opportunities for maximizing deductions\, tax credits and incentives that directly impact your bottom line. \n\n\n\nYou’ll also gain insights into the potential changes in the tax landscape with the upcoming presidential administration\, helping you align your tax approach to meet your financial goals for 2025. \n\n\n\nSign up today to set your business up for success with the knowledge and tools needed for long-term financial strength. \n\n\n\nLearning Objectives:\n\n\n\n\nLearn key strategies for managing income\, expenses\, deductions and credits.\n\n\n\nGain insights on upcoming tax reforms and their impact on businesses.\n\n\n\nExplore strategies to minimize liability and mitigate multi-state/international risks.\n\n\n\nDiscover tax-efficient planning to enhance growth and financial stability.\n\n\n\n\nSpeaker\n\n\n\n\nChristy Calderon\, Partner\, Armanino Advisory LLC\n\n\n\nAndrew Moore\, Director\, Armanino Advisory LLC\n\n\n\nTom Pyevich\, Partner\, Armanino Advisory LLC\n\n\n\nStephanie Shorkley\, Partner\, Armanino Advisory LLC\n\n\n\nSharvil Sheth\, Partner\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Taxes) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armanino.com. \n\n\n\nArmanino 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.program.
URL:https://www.freelivecpe.com/event/2024-year-end-tax-strategies-for-businesses/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241121T150000
DTEND;TZID=America/New_York:20241121T160000
DTSTAMP:20260604T081916
CREATED:20241013T230556Z
LAST-MODIFIED:20241013T230606Z
UID:10008159-1732201200-1732204800@www.freelivecpe.com
SUMMARY:Stress-Free 1099 Filing for 2025: What You Need to Know
DESCRIPTION:The year-end can be a stressful time for accounting teams\, especially when unexpected issues or filing errors occur. Missed deadlines\, incomplete information and last-minute scrambling can lead to unnecessary headaches and costly penalties. But it doesn’t have to be this way. \n\n\n\nJoin our webinar to learn how to avoid these common pitfalls and simplify your 1099 filing process. Our outsourced accounting experts will guide you through technology-driven solutions that offer secure\, customizable electronic options to save you time and minimize risk. \n\n\n\nSecure your spot today to ensure your year-end runs smoothly and without the usual stress! \n\n\n\nLearning Objectives:\n\n\n\n\nMeet the critical January 31 filing deadline to avoid penalties\n\n\n\nReduce the usual year-end bottlenecks and last-minute rush\n\n\n\nStreamline your process to prevent filing errors and compliance issues\n\n\n\n\nSpeaker\n\n\n\n\nEric Thomas\, Partner\, Consulting\, Armanino\n\n\n\nNiki Rahimi\, Director\, Consulting\, Armanino\n\n\n\nMax Langfield\, Manager\, Consulting\, Armanino\n\n\n\nRebecca Bunas\, Senior Account Executive\, Client Management\, Armanino\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Taxes) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program.
URL:https://www.freelivecpe.com/event/stress-free-1099-filing-for-2025-what-you-need-to-know/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241114T130000
DTEND;TZID=America/New_York:20241114T140000
DTSTAMP:20260604T081916
CREATED:20241102T175132Z
LAST-MODIFIED:20241102T175205Z
UID:10008328-1731589200-1731592800@www.freelivecpe.com
SUMMARY:Let’s Go IPO: Organizational Readiness & Pitfalls to Avoid Preparing to IPO
DESCRIPTION:Preparing for an IPO is a complex journey that demands time\, resources and extensive planning. With a backlog of companies eyeing the public markets and many CFOs navigating this process for the first time\, it’s crucial to assess your organization thoroughly\, define a clear roadmap to address any outstanding needs and ensure readiness for the next steps. \n\n\n\nJoin our webinar to learn the key milestones and areas your organization needs to address—from accounting and reporting to governance and investor relations—to ensure a smooth transition to the public market. \n\n\n\nLearning Objectives:\n\n\n\n\nDetermine if an IPO is the right path for your organization.\n\n\n\nIdentify key milestones for IPO preparation over a 12–18-month timeline.\n\n\n\nAvoid common mistakes organizations make during IPO preparation.\n\n\n\nExplain the impact of current market conditions and the importance of timing.\n\n\n\nExplore real-life examples from organizations that have successfully navigated the IPO process.\n\n\n\n\nSpeakers\n\n\n\n\nDean Quiambao\, Partner\, Armanino Advisory LLC\n\n\n\nMatthew Perreault\, Partner\, Armanino Advisory LLC\n\n\n\nMark Wuchte\, Partner\, Armanino Advisory LLC\n\n\n\nNick Gibbons\, Partner\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Business Management & Organization) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armanino.com. \n\n\n\nArmanino 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/lets-go-ipo-organizational-readiness-pitfalls-to-avoid-preparing-to-ipo/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241113T160000
DTEND;TZID=America/New_York:20241113T170000
DTSTAMP:20260604T081916
CREATED:20241102T175839Z
LAST-MODIFIED:20241102T180229Z
UID:10008329-1731513600-1731517200@www.freelivecpe.com
SUMMARY:Overview of Sage Intacct 2024 Release
DESCRIPTION:Join Armanino’s Sage Intacct experts as they cover the final Sage Intacct release of 2024. Get their expert insights into the latest release features to see how you can get the most out of your Sage Intacct solution. \n\n\n\nPlus\, we will have Q&A at the end\, so bring your most pressing questions to get direct answers from our team! \n\n\n\nTo be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\nWho Should Attend\n\n\n\nSage Intacct clients and users \n\n\n\nLearning Objectives:\n\n\n\n\nExplore the latest features and enhancements introduced in the new release\n\n\n\nNavigate the updated user interface to simplify onboarding and boost user adoption\n\n\n\nIdentify multiple updates which you can implement to focus on automating repetitive tasks\n\n\n\n\nSpeakers\n\n\n\n\nJenn Bowman\, Manager\, Armanino\n\n\n\nTodd Bowlsby\, Solution Architect \, Armanino\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Computer Software and Applications) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact Elevate.Learn@armaninoLLP.com. \n\n\n\nArmanino 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/overview-of-sage-intacct-2024-release/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240924T130000
DTEND;TZID=America/New_York:20240924T140000
DTSTAMP:20260604T081916
CREATED:20240914T212018Z
LAST-MODIFIED:20240914T212024Z
UID:10008016-1727182800-1727186400@www.freelivecpe.com
SUMMARY:Fundraising in the Age of AI: Empowering Nonprofits With Advanced Tools
DESCRIPTION:Revolutionize Fundraising With AI: Join Our Webinar!\n\n\n\nDiscover AI’s impact on nonprofit success. \n\n\n\n\n\n\n\nJoin us for an insightful webinar to learn how artificial intelligence is revolutionizing fundraising for nonprofits. Discover practical applications of AI that enhance donor engagement and streamline development efforts. Gain knowledge from industry experts and hear real-world success stories on integrating AI into your fundraising strategies. \n\n\n\nLearning Objectives:\n\n\n\n\nDescribe AI’s transformative role in nonprofit fundraising.\n\n\n\nGain insight into AI applications for donor communication and engagement.\n\n\n\nIdentify how to implement AI-driven donor segmentation and predictive analytics.\n\n\n\nDiscover effective AI tools for enhanced data analysis and impact measurement.\n\n\n\n\nSpeakers\n\n\n\n\nMorgan Falor\, Director\, Outsourcing\, Armanino\n\n\n\nBrenda Kahler\, Senior Director\, Industry Strategy\, Armanino\n\n\n\nChris Severs\, Vice President\, Client Growth\, AMF – Digital\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Specialized Knowledge) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program.istry.org.
URL:https://www.freelivecpe.com/event/fundraising-in-the-age-of-ai-empowering-nonprofits-with-advanced-tools/
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/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240918T130000
DTEND;TZID=America/New_York:20240918T140000
DTSTAMP:20260604T081916
CREATED:20240914T212247Z
LAST-MODIFIED:20240914T212254Z
UID:10008017-1726664400-1726668000@www.freelivecpe.com
SUMMARY:Sage Intacct Construction Management
DESCRIPTION:Your Key to Better Project Management \n\n\n\nDiscover Sage Construction Management’s powerful features! \n\n\n\n\n\n\n\nJoin us for an exclusive webinar where we’ll show you how Sage Construction Management can empower your company to deliver projects more efficiently\, maintain organized documentation and drive profitability. \n\n\n\nThis session features a live demo\, giving you a clear view of how Sage Construction Management can make a real difference in your daily operations. Don’t miss the chance to see how you can simplify your workflow. \n\n\n\nLearning Objectives:\n\n\n\n\nDiscover key features for daily tasks: Find out how to easily manage everything from leads and bids to project estimates with tools that streamline your work.\n\n\n\nGet a handle on financials: Identify ways to manage contracts\, invoices\, and billing without the hassle\, keeping your finances in check.\n\n\n\nMake sense of your data: Describe how to access reports that give you the information you need to make better decisions and keep your projects on track.\n\n\n\n\nSpeakers\n\n\n\n\nTodd Bowlsby\, Senior Manager\, Tech Consulting\, Armanino\n\n\n\nKallie Jackson \, Partner Account Manager\, Sage Intacct\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Computer Software Application) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program.
URL:https://www.freelivecpe.com/event/sage-intacct-construction-management/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240821T130000
DTEND;TZID=America/New_York:20240821T140000
DTSTAMP:20260604T081916
CREATED:20240803T143053Z
LAST-MODIFIED:20240803T143114Z
UID:10007812-1724245200-1724248800@www.freelivecpe.com
SUMMARY:Overview of Sage Intacct Construction
DESCRIPTION:Discover the Future of Construction Accounting \n\n\n\n\n\n\n\nJoin Armanino and Sage experts to get a comprehensive demo of Sage Intacct Construction. If you’re looking to maximize your project delivery with native cloud accounting that’s built for builders\, you won’t want to miss this. \n\n\n\nLearning Objectives:\n\n\n\n\nIdentify the trends shaping today’s construction industry.\n\n\n\nExamine the functionalities that Sage Intacct Construction provides.\n\n\n\nDetermine valuable insights about how Sage Intacct Construction can prepare your company for growth.\n\n\n\n\nSpeakers\n\n\n\n\nTodd Bowlsby\, Senior Manager\, Technology Consulting\, Armanino\n\n\n\nKallie Jackson \, Manager\, Solutions Consultant \, Sage Intacct\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Computer Software and Applications) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armaninoLLP.com. \n\n\n\nArmanino 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/overview-of-sage-intacct-construction/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240814T160000
DTEND;TZID=America/New_York:20240814T170000
DTSTAMP:20260604T081916
CREATED:20240713T192259Z
LAST-MODIFIED:20240713T192306Z
UID:10007720-1723651200-1723654800@www.freelivecpe.com
SUMMARY:Overview of Sage Intacct 2024 Release 3
DESCRIPTION:Get the Full Potential Out of Sage Intacct’s 2024 Release 3 \n\n\n\n\n\n\n\nJoin Armanino’s Sage Intacct experts as they highlight the latest release features and discuss enhancements to unlock your organization’s full potential and help you get the most out of your Sage Intacct solution. \n\n\n\nLearning Objectives:\n\n\n\n\nIdentify the new release features of your solution\n\n\n\nDemonstrate the new user experience and navigation to ease adoption\n\n\n\nManage the latest release of the solution to maximize its potential\n\n\n\n\nSpeakers\n\n\n\n\nJenn Bowman\, Manager\, Technology Consulting\, Armanino\n\n\n\nTodd Bowlsby\, Senior Manager\, Technology Consulting\, Armanino\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Computer Software and Applications)
URL:https://www.freelivecpe.com/event/overview-of-sage-intacct-2024-release-3/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240710T130000
DTEND;TZID=America/New_York:20240710T140000
DTSTAMP:20260604T081916
CREATED:20240622T192907Z
LAST-MODIFIED:20240622T192934Z
UID:10007643-1720616400-1720620000@www.freelivecpe.com
SUMMARY:Beyond the Basics: Harnessing AI for Your Nonprofit’s Success
DESCRIPTION:Join us for an insightful session where our experts will explore how AI can open the door to greater efficiency and efficacy for your nonprofit. Discover practical ways to automate tasks\, analyze data for better decision-making and personalize donor engagement. \n\n\n\nLearning Objectives:\n\n\n\n\nStrategic Implementation: Tips for incorporating AI across your organization.\n\n\n\nEthical Considerations: Guidelines for using AI responsibly.\n\n\n\nFuture-Proofing Strategies: Advice on staying ahead with AI advancements.\n\n\n\n\nSpeakers\n\n\n\n\nBrenda Kahler\, Senior Director\, Industry Strategy\, Armanino\n\n\n\nLauren Renninger\, Senior Manager\, Strategy & Transformation\, Armanino\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Information Technology)
URL:https://www.freelivecpe.com/event/beyond-the-basics-harnessing-ai-for-your-nonprofits-success-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240529T150000
DTEND;TZID=America/New_York:20240529T160000
DTSTAMP:20260604T081916
CREATED:20240504T194352Z
LAST-MODIFIED:20240504T194357Z
UID:10007446-1716994800-1716998400@www.freelivecpe.com
SUMMARY:Risk Mitigation Measures: Navigating Disruption with Confidence
DESCRIPTION:Almost 70% of businesses experience significant organizational risks every year\, resulting in substantial financial losses and reputational harm (Institute of Risk Management). \n\n\n\nFrom cybersecurity breaches to regulatory compliance challenges\, today’s biggest threats to business can negatively impact your operations\, reputation and bottom line. Get the information you need to respond to these pressing issues and equip yourself to strengthen your organization’s defenses. \n\n\n\nLearning Objectives:\n\n\n\n\nEvaluate common organizational risks in today’s business environment.\n\n\n\nAssess the impact of identified risks on business operations\, finances and reputation.\n\n\n\nDiscuss practical strategies to mitigate risks.\n\n\n\n\nSpeakers\n\n\n\n\nLiam Collins\, Lead Partner\, Risk Assurance\, Armanino\n\n\n\nMark Knight\, Partner\, Cybersecurity\, Armanino\n\n\n\nMark Wuchte\, Partner\, Internal Audit\, Armanino\n\n\n\nLucie Wuescher\, Partner\, Internal Audit\, Armanino\n\n\n\nKevin Guy\, Partner\, Contract Compliance\, Armanino
URL:https://www.freelivecpe.com/event/risk-mitigation-measures-navigating-disruption-with-confidence/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240515T160000
DTEND;TZID=America/New_York:20240515T170000
DTSTAMP:20260604T081916
CREATED:20240427T184328Z
LAST-MODIFIED:20240427T184340Z
UID:10007416-1715788800-1715792400@www.freelivecpe.com
SUMMARY:Overview of Sage Intacct 2024 R2 Release
DESCRIPTION:Discover the Newest Sage Intacct Updates With Armanino’s Experts \n\n\n\n\n\n\n\nEngage with Armanino’s Sage Intacct professionals as they showcase the newest release features and discuss enhancements that can elevate your organization’s capabilities. Secure your spot now to master the latest updates of the release 2 and maximize your use of the Sage Intacct solution. \n\n\n\nLearning Objectives:\n\n\n\n\nIdentify the latest release features of your solution\n\n\n\nSummarize how the enhanced user experience increases efficiency\n\n\n\nManage the latest release of the solution to promote productivity\n\n\n\n\nSpeakers\n\n\n\n\nJenn Bowman\, Manager\, Technology Consulting\, Armanino\n\n\n\nTodd Bowlsby\, Senior Manager\, Technology Consulting\, Armanino\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Computer Software and Applications) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact Alexandria.Pakalnis@armanino.com. \n\n\n\nArmanino 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/overview-of-sage-intacct-2024-r2-release/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Armanino-CPE-Webinars.png
END:VEVENT
END:VCALENDAR