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DTSTART;TZID=America/New_York:20260519T130000
DTEND;TZID=America/New_York:20260519T140000
DTSTAMP:20260418T133953Z
CREATED:20260418T133948Z
LAST-MODIFIED:20260418T133953Z
UID:10010972-1779195600-1779199200@www.freelivecpe.com
SUMMARY:Senior Living Labor Visibility: See Costs Sooner and Protect Margins Faster
DESCRIPTION:Labor is the largest expense for senior living providers\, yet delays in labor visibility make it hard to manage overtime\, agency use\, census‑based staffing\, and PBJ compliance—often resulting in margin loss that isn’t caught until it’s too late.  This webinar shows how real‑time labor insight and cost‑per‑resident‑day data help teams act sooner and protect margins. Learn how APS + Sage Intacct deliver early margin alerts\, staffing optimization tools\, and integrated reporting to support proactive labor management. By the end of this session\, participants will be able to: Recognize key drivers of labor‑related margin erosion such as overtime\, agency staffing\, and delayed reporting. Determine how real‑time labor metrics support timely staffing and margin decisions. Describe how APS + Sage Intacct integrate labor and financial data to enhance margin protection.   \n\n\n\nInformation about CPE eligibility:Identify the root causes of unreliable budgeting in senior living operations. Analyze how commitment controls and pre‑GL approvals reduce financial surprises. Apply best‑practice forecasting and procurement processes using Martus + Procurify with Sage Intacct\n\n\n\nAdvance preparation is not required. There is no cost to attend this webinar.  \n\n\n\nCPE credit: One (1) hour total credit   Level: OverviewField of study: FinanceCPE host: Dana Pontecorvo \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event.     \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/senior-living-labor-visibility-see-costs-sooner-and-protect-margins-faster/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260416T130000
DTEND;TZID=America/New_York:20260416T140000
DTSTAMP:20260322T131036Z
CREATED:20260322T131032Z
LAST-MODIFIED:20260322T131036Z
UID:10010844-1776344400-1776348000@www.freelivecpe.com
SUMMARY:The power of risk quantification: Turning abstract risks into actionable decisions
DESCRIPTION:Quantifying risks is a cornerstone of effective enterprise risk management (ERM) as it transforms abstract uncertainties into actionable insights. In this session\, we will demonstrate how risk quantification enables better decision-making\, supports risk appetite and tolerance frameworks\, enables enhanced communication\, and improves risk aggregation and correlation.  \n\n\n\nKey learning objectives\n\n\n\nAfter attending this webinar\, participants will be able to: \n\n\n\n\nUnderstand how to approach risk quantification \n\n\n\nCommunicate how risk quantification supports decision-making \n\n\n\nLink risk quantification to risk appetite and tolerance frameworks \n\n\n\nSpeak to the benefits of risk aggregation and correlation  \n\n\n\n\nWho should attend\n\n\n\nChief risk officers\, chief financial officers\, chief executive officers\, chief audit executives\, heads of strategic development\, board members\, risk committee members\, ERM leaders and risk management professionals. \n\n\n\nMeet the speakers\n\n\n\nJohn Rogula\, RMPManaging Director\, Risk Advisory \n\n\n\nMatt Cordle\, CRISC\, CISMManager\, Risk Advisory \n\n\n\nInformation about CPE eligibility\n\n\n\nAttendees should understand how risks are evaluated (uncertainty\, likelihood\, impact)\, be familiar with common risk categories\, risk identification methods\, inherent vs. residual risk\, and the use of risk registers and basic risk scoring frameworks. This webinar assumes a non‑technical level\, covering core probability and statistics concepts such as expected value\, distributions\, percentiles\, and variability. In addition\, attendees should have prior exposure to scenario analysis and familiarity with data and spreadsheets   \n\n\n\nAdvance preparation is not required. There is no cost to attend this webinar.  \n\n\n\nCPE credit: One (1) hour total credit   Level: Intermediate   Field of study: Specialized Knowledge CPE host: TaLea Boutz  \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event.     \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com. \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.  
URL:https://www.freelivecpe.com/event/the-power-of-risk-quantification-turning-abstract-risks-into-actionable-decisions/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260414T130000
DTEND;TZID=America/New_York:20260414T140000
DTSTAMP:20260314T120039Z
CREATED:20260314T120033Z
LAST-MODIFIED:20260314T120039Z
UID:10010811-1776171600-1776175200@www.freelivecpe.com
SUMMARY:Smarter Budgeting for Senior Living: From Guesswork to Control
DESCRIPTION:Senior living teams often face unreliable budgets due to operational distractions\, inaccurate inputs\, and late financial visibility. Fragmented purchasing and rising nonlabor costs create surprises finance only sees after they hit the GL – long after margin erosion has begun. \n\n\n\nThis webinar shows how real‑time spend insight\, data‑driven forecasting\, and commitment controls help teams prevent overspend before it occurs. See how Martus + Procurify\, powered by Sage Intacct\, improve accountability\, purchasing consistency\, and vendor visibility to better protect NOI. \n\n\n\nBy the end of this session\, participants will be able to: \n\n\n\nApply best‑practice forecasting and procurement processes using Martus + Procurify with Sage Intacct. \n\n\n\nIdentify the root causes of unreliable budgeting in senior living operations. \n\n\n\nAnalyze how commitment controls and pre‑GL approvals reduce financial surprises. \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.  
URL:https://www.freelivecpe.com/event/smarter-budgeting-for-senior-living-from-guesswork-to-control/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260408T130000
DTEND;TZID=America/New_York:20260408T140000
DTSTAMP:20260314T115847Z
CREATED:20260314T115841Z
LAST-MODIFIED:20260314T115847Z
UID:10010810-1775653200-1775656800@www.freelivecpe.com
SUMMARY:From AI curiosity to AI capability: A data driven path for financial institutions 
DESCRIPTION:Many financial institution leaders are eager to adopt artificial intelligence\, but few have the organizational fluency\, policies and procedures\, data foundation and governance framework required to deploy it safely\, responsibly and in a way that can drive real profitability. \n\n\n\nJoin Baker Tilly’s financial institution\, digital and AI\, and risk advisory specialists for a webinar on April 8\, designed to encourage leaders to approach AI from a different perspective and understand what it takes to enable a safe and scalable strategy today. Rather than starting with an AI-first mindset\, we’ll explore how to establish a foundation based around data strategy to enable the safe and scalable use of AI. We will kick it off with the necessary AI fluency\, training and education that the institution will need\, and then do a deep dive into practical governance frameworks\, outlining how you can align people\, processes and technology. We’ll also discuss how to move past general usage towards applications that can improve profitability\, loan portfolio analytics\, customer experience and more. You’ll leave with a clearer view of how AI can fit into the fabric of your institution\, what foundational capabilities must be in place and how to monitor and manage AI through a data-centric lens. \n\n\n\nRegister now and join us on Wednesday\, April 8 from 1-2 p.m. ET. Questions will be encouraged throughout the webinar and answered\, time permitting. \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.  
URL:https://www.freelivecpe.com/event/from-ai-curiosity-to-ai-capability-a-data-driven-path-for-financial-institutions/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260319T120000
DTEND;TZID=America/New_York:20260319T130000
DTSTAMP:20260214T131425Z
CREATED:20260208T142146Z
LAST-MODIFIED:20260214T131425Z
UID:10010629-1773921600-1773925200@www.freelivecpe.com
SUMMARY:Senior living trends and challenges in 2026 and beyond
DESCRIPTION:As senior living leaders begin to set and achieve growth goals for their organizations in 2026\, they must demonstrate perseverance within a rapidly changing environment.   \n\n\n\nJoin Baker Tilly for an educational webinar where our team will explore trends and challenges for senior services leaders to be on the lookout for in 2026 and the pathways for reaching success. In addition\, we will discuss how industry leaders can maintain market relevance with the changing consumer’s interest in longevity and well-being\, identify growth opportunities (organic and new) and expand service offerings\, prepare the organization for affiliation\, and explore other strategic opportunities.   \n\n\n\nWho should attend  \n\n\n\n\nC-Suite professionals\, presidents\, vice presidents\, administrators\, management teams and board members of senior living organizations \n\n\n\n\nPresenters  \n\n\n\n\nMark Ross\, CPA\, Principal\, Senior Living Leader \n\n\n\nJennifer Schwalm\, CPA\, Principal \n\n\n\nEdward Klik\, Principal \n\n\n\n\nLearning objectives  \n\n\n\n\nAddress the outlook and trends for 2026 \n\n\n\nIdentifying growth opportunities and new service offerings \n\n\n\nUnderstanding the drivers and market factors when seeking affiliations  \n\n\n\nEvaluating opportunities to improve financial performance for skilled nursing facilities and considerations when right-sizing healthcare services for CCRC organizations  \n\n\n\n\nInformation about CPE eligibility  \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar.   \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event.  Level: Basic CPE credit: One (1) hour total credit Field of study: Management Services (MS)  \n\n\n\nHost: Kylie Haris  \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.  
URL:https://www.freelivecpe.com/event/senior-living-trends-and-challenges-in-2026-and-beyond/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Management Services
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260305T130000
DTEND;TZID=America/New_York:20260305T140000
DTSTAMP:20260214T131820Z
CREATED:20260214T131815Z
LAST-MODIFIED:20260214T131820Z
UID:10010660-1772715600-1772719200@www.freelivecpe.com
SUMMARY:Construction audit fundamentals: Navigating today’s challenges
DESCRIPTION:Construction represents one of the highest areas of financial exposure for organizations—whether building new facilities\, expanding operations or undertaking major renovations. With project costs often representing millions of dollars and involving complex contracts\, multiple vendors and long timelines\, organizations need structured oversight to ensure fiscal integrity and project performance. Common risks in construction projects include cost overruns and schedule delays caused by contractor performance\, unforeseen conditions or supply chain disruptions and exposure to unallowable costs through inadequate contract controls and advantageous billing practices. \n\n\n\nA construction audit ensures capital projects are managed efficiently and transparently by verifying costs align with contracts and budgets\, detecting overbillings\, duplicate charges and unallowable costs. It confirms contractor compliance\, reduces risks such as fraud and delays and evaluates project governance. Ultimately\, construction audits promote accountability and provide valuable insights for future projects. \n\n\n\nThis webinar provides an accessible yet comprehensive introduction to construction audit fundamentals\, equipping participants with practical concepts\, tools and insights to help them identify and mitigate construction risks effectively. \n\n\n\nLearning objectives\n\n\n\nRecognize key risks and common audit findings \n\n\n\nDiscover why construction audits are an essential tool for projects of all sizes \n\n\n\nIdentify the fundamental elements of construction contracts and applicable audit procedures \n\n\n\nInformation about CPE eligibility \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar.    \n\n\n\nLevel: Basic   CPE credit: One (1) hour total credit   Field of study: Specialized KnowledgeCPE host: Griffin Weinkam \n\n\n\nA certificate of completion will be emailed to you four to six weeks following the event. \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.  
URL:https://www.freelivecpe.com/event/construction-audit-fundamentals-navigating-todays-challenges/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260303T130000
DTEND;TZID=America/New_York:20260303T140000
DTSTAMP:20260214T131639Z
CREATED:20260214T131634Z
LAST-MODIFIED:20260214T131639Z
UID:10010659-1772542800-1772546400@www.freelivecpe.com
SUMMARY:Redefining financial crime detection and prevention
DESCRIPTION:Due to a recent increase in financial crime\, the financial services industry is now navigating an era of unprecedented regulatory change\, rapidly evolving criminal tactics and heightened global scrutiny. As we continue to adopt and use more advanced technology\, the threat landscape becomes more advanced as well. Legacy anti-money laundering (AML) and countering the financing of terrorism (CFT) programs – built on static rules and siloed systems – are no longer sufficient to address today’s complex risk environment. Financial services organizations are facing threats ranging from artificial intelligence (AI)-driven fraud schemes to an increase in cases of elder abuse and complex challenges in AML sanctions compliance.  \n\n\n\nOn March 3\, join Baker Tilly financial crime specialists for a webinar designed to assist financial services organizations in staying ahead of financial crime risks\, understanding regulatory expectations and strengthening their organization’s defenses. We will discuss current financial crime trends and what to expect in the future\, as well as tips for how to deal with these challenges as they arise. You will learn practical strategies for how to best navigate financial crime risk mitigation\, compliance and operational resilience in the year (and years) ahead.  \n\n\n\nWho should attend\n\n\n\nCAEs\, CROs\, CCOs\, CFOs\, BSA officers\, fraud analysts or any professional with a focus on financial crimes compliance\, AML\, KYC\, CFT\, OFAC sanctions compliance\, transaction monitoring\, systems management\, risk advisory\, cybersecurity and digital transformation at a financial institution\, fintech\, asset manager or insurance organization.  \n\n\n\nRegister now and join us on Tuesday\, March 3 from 1-2 p.m. ET. Questions will be encouraged throughout the webinar and answered\, time permitting.  \n\n\n\nInformation about CPE eligibility \n\n\n\nThere are no prerequisites for this event\, and advance preparation is not required. There is no cost to attend this event. \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event. \n\n\n\nLevel: Basic \n\n\n\nCPE credit: One (1) hour total credit \n\n\n\nField of study: Specialized Knowledge \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.  
URL:https://www.freelivecpe.com/event/redefining-financial-crime-detection-and-prevention/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260120T123000
DTEND;TZID=America/New_York:20260120T143000
DTSTAMP:20251220T002340Z
CREATED:20251220T002335Z
LAST-MODIFIED:20251220T002340Z
UID:10010414-1768912200-1768919400@www.freelivecpe.com
SUMMARY:The big picture: Economic\, regulatory and innovation trends shaping financial institutions in 2026 
DESCRIPTION:Join Baker Tilly and legacy Moss Adams for a CPE-eligible webinar on Jan. 20 for actionable insights on regulatory changes\, emerging risks\, M&A trends and fintech innovations to guide your bank’s 2026 strategy.\n\n\n\nAs financial institutions navigate regulatory shifts\, emerging risks and evolving market dynamics\, staying informed is critical. 2025 brought major changes to the industry\, including the GENIUS Act\, the One\, Big\, Beautiful Bill Act (OBBBA) and the Federal Deposit Insurance Corporation Improvement Act (FDICIA) Final Rule; while merger and acquisition (M&A) activity continued to accelerate\, financial crimes risks grew more complex and new threats emerged.  \n\n\n\nJoin Baker Tilly and legacy Moss Adams’ financial institution specialists\, along with two industry experts\, for a fast-paced\, CPE-eligible webinar that recaps 2025 and looks ahead to 2026. In just two hours\, we’ll cover the hottest topics shaping the industry. No deep dives\, just the essentials you need to start the new year informed and prepared\, including key emerging risks and practical risk management tips\, must-know accounting and tax updates and digital\, economic\, cryptocurrency and financial technology (fintech) trends.  \n\n\n\nFace an unknown future unfazed. Register now and gain actionable insights to inform your strategic planning and decision-making for the year ahead. Join us on Jan. 20 from 12:30 - 2:30 p.m. ET.  \n\n\n\nWhat you’ll gain: \n\n\n\n\nExplore macroeconomic trends and their impact on the banking sector and merger and acquisition (M&A) activity\, including forward-looking insights regarding strategic opportunities \n\n\n\nUnderstand key regulatory and accounting changes\, including the FDICIA Final Rule\, FASB Current Expected Credit Losses (CECL) changes and OCC model risk management clarifications \n\n\n\nReview how the OBBBA and state tax law changes can affect your financial institution\, and notable tax developments over the past year \n\n\n\nIdentify emerging cyber threats and learn crucial foundational components for an effective program \n\n\n\nDiscover how financial institutions can modernize legacy systems\, improve data governance and unlock better reporting through streamlined technology and processes \n\n\n\nAssess industry hot topics and emerging risks\, including insights for 2026 audit plans and regulator expectations \n\n\n\nExplore anti-money laundering/countering the financing of terrorism (AML/CFT) program modernization\, artificial intelligence-driven monitoring\, sanctions compliance and global reforms that are redefining financial crime risk management \n\n\n\nUnderstand how stablecoins are transforming payment infrastructure and driving increased collaboration between traditional financial institutions and fintechs \n\n\n\n\nTarget audience: C-level executives\, vice presidents\, management and individuals in finance\, audit\, accounting\, tax\, risk\, compliance\, information technology\, digital transformation\, innovation\, partnerships or financial crimes at banks\, credit unions\, mortgage lenders/originators/servicers\, fintechs and other financial institutions operating in the capital markets and specialty finance space. 
URL:https://www.freelivecpe.com/event/the-big-picture-economic-regulatory-and-innovation-trends-shaping-financial-institutions-in-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T130000
DTEND;TZID=America/New_York:20260115T143000
DTSTAMP:20251213T135203Z
CREATED:20251213T135158Z
LAST-MODIFIED:20251213T135203Z
UID:10010397-1768482000-1768487400@www.freelivecpe.com
SUMMARY:2026 Insurance industry outlook: Key trends and strategic insights for insurers  
DESCRIPTION:As the insurance landscape continues to transform with regulatory changes\, emerging risks and shifting market dynamics\, it is more important than ever to be ready to face the year ahead. In this CPE-eligible webinar\, join Baker Tilly’s insurance specialists for a fast-paced year-end recap and 2026 industry outlook. We’ll cover the hottest topics shaping the insurance industry; no deep dives\, just the essentials you need to recap 2025 and start the new year off prepared and informed. In 90 minutes\, we’ll discuss key emerging risks and practical risk management tips\, must-know accounting and tax updates\, digital and artificial intelligence (AI) trends\, remediation insights and cryptocurrency developments.  \n\n\n\nFace an unknown future unfazed. Register now and gain actionable insights into key topics to inform your strategic planning and decision-making for the year ahead. Join us on Jan. 15 from 1-2:30 p.m. ET.  \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.   \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.  
URL:https://www.freelivecpe.com/event/2026-insurance-industry-outlook-key-trends-and-strategic-insights-for-insurers/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251217T130000
DTEND;TZID=America/New_York:20251217T140000
DTSTAMP:20251122T000810Z
CREATED:20251122T000805Z
LAST-MODIFIED:20251122T000810Z
UID:10010279-1765976400-1765980000@www.freelivecpe.com
SUMMARY:From risks to results
DESCRIPTION:With a new year approaching and the financial services industry risk landscape constantly evolving\, it is essential to align your financial services organization’s audit\, risk and compliance functions to ensure robust oversight and resilience. As you look ahead to 2026\, your focus should be on strengthening enterprise risk management (ERM) practices and proactively aligning your internal audit plans to consider (or evaluate) how these risks and potential mitigation strategies may impact your organization.  \n\n\n\nOn Dec. 17\, Baker Tilly financial services and ERM specialists are hosting a webinar featuring information on emerging risks they believe will impact internal audit plans in 2026 and focus on how to anticipate and mitigate them. Key risks for 2026 will likely include increased regulatory scrutiny\, emerging cybersecurity threats and the growing complexity of IT environments. To address these challenges\, we will provide tips to enhance collaboration between your second-line (risk management and compliance) and third-line (internal) functions\, allowing you to identify potential control gaps\, assess technology-related vulnerabilities and confirm that governance frameworks are responsive to new and emerging risks. Participants will gain actionable strategies to enhance resilience\, ensure compliance and drive value within their internal audit functions.  \n\n\n\nRegister now and join us for this CPE-eligible webinar on Dec. 17 from 1-2 p.m. ET. Questions will be encouraged throughout and answered\, time permitting.  \n\n\n\nLearning objectives: \n\n\n\n\nUnderstand the key emerging risks impacting internal audit plans in 2026 and how to anticipate and mitigate them \n\n\n\nLearn how to optimize an ERM framework within your organization to support your overall objectives and regulatory requirements \n\n\n\nExplore the roles of second- and third-line functions and practical approaches to integration for more robust risk management \n\n\n\nDiscover tools and techniques for aligning your audit\, risk and compliance functions \n\n\n\n\nWho should attend? \n\n\n\nC-level executives and those involved in the internal audit or ERM functions in finance\, IT\, operations\, technology\, risk\, compliance and governance\, and industry professionals at banks\, credit unions\, insurers\, asset managers\, financial technology companies (fintechs) and other financial services organizations with a focus on data governance\, internal audit\, risk advisory\, cybersecurity\, information technology\, strategy and digital transformation  \n\n\n\nInformation about CPE eligibility\n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.    \n\n\n\nLevel: Overview  \n\n\n\nCPE credit: One (1) hour total credit   \n\n\n\nField of study: Specialized Knowledge   \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.   \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.  
URL:https://www.freelivecpe.com/event/from-risks-to-results/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251216T130000
DTEND;TZID=America/New_York:20251216T140000
DTSTAMP:20251122T000634Z
CREATED:20251122T000628Z
LAST-MODIFIED:20251122T000634Z
UID:10010278-1765890000-1765893600@www.freelivecpe.com
SUMMARY:Corporate entities update
DESCRIPTION:Join us for our complimentary\, five-part webinar series featuring specialists from our tax practice who will provide an in-depth look at the current state of tax policy and discuss legislative and regulatory developments in the marketplace. These CPE-eligible sessions will help attendees stay up to date on the latest issues they should be aware of for the 2025 tax year\, as well as provide insights into clients’ most frequently asked questions. \n\n\n\nJoin Baker Tilly tax professionals for a year-end tax planning update covering federal and international business tax considerations for corporate entities. This session provides a comprehensive overview of key planning opportunities for business expansion and compliance challenges\, including changes to interest deduction limitations\, ASC 740 updates and more. \n\n\n\nLearning objectives\n\n\n\n\nSummarize major corporate tax provisions in the One Big Beautiful Bill Act (OBBBA) and their implications for year-end planning\n\n\n\nEvaluate the impact of ASC 740 considerations on corporate tax modeling\n\n\n\nAnalyze international tax reforms\, including Foreign-Derived Deduction Eligible Income\n\n\n\nDevelop strategies for business expansion and year-end tax planning\n\n\n\n\nWho should attend\n\n\n\nBusiness owners\, CFOs\, tax directors\, vice presidents of tax\, legislative directors\, tax professionals and other financial executives \n\n\n\nCan’t attend our webinar live? Register to receive a link to the recording.Information about CPE eligibility \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event. \n\n\n\nLevel: Update \n\n\n\nCPE credit: One (1) hour total credit \n\n\n\nField of study: Taxes \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com. \n\n\n\n\n\n\n\nBaker Tilly Advisory Group\, LP 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: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/corporate-entities-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251211T130000
DTEND;TZID=America/New_York:20251211T140000
DTSTAMP:20251115T034057Z
CREATED:20251115T034052Z
LAST-MODIFIED:20251115T034057Z
UID:10010222-1765458000-1765461600@www.freelivecpe.com
SUMMARY:Credits and incentives update
DESCRIPTION:Join us for our complimentary\, five-part webinar series featuring specialists from our tax practice who will provide an in-depth look at the current state of tax policy and discuss legislative and regulatory developments in the marketplace. These CPE-eligible sessions will help attendees stay up to date on the latest issues they should be aware of for the 2025 tax year\, as well as provide insights into clients’ most frequently asked questions. \n\n\n\nThis session will explore key updates to federal and state transferable tax credits\, negotiated credits and incentives\, new rules for qualified production property\, and domestic research expenditures under section 174. Attendees will gain insight into new eligibility timelines\, compliance requirements and strategic opportunities for seizing benefits before year-end and prepare for 2025 filings. \n\n\n\nLearning objectives\n\n\n\n\nIdentify tax credit and incentive opportunities available for year-end tax planning for federal and state transferable tax credit opportunities.\n\n\n\nApply planning strategies for domestic research expenditures under revised section 174 rules\n\n\n\nIdentify federal and state transferable tax credit and negotiated credit and incentive opportunities\n\n\n\n\nWho should attend\n\n\n\nBusiness owners\, CFOs\, tax directors\, vice presidents of tax\, legislative directors\, tax professionals and other financial executives \n\n\n\nCan’t attend our webinar live? Register to receive a link to the recording. \n\n\n\nInformation about CPE eligibility \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event. \n\n\n\nLevel: Update \n\n\n\nCPE credit: One (1) hour total credit \n\n\n\nField of study: Taxes \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com. \n\n\n\n\n\n\n\nBaker Tilly Advisory Group\, LP 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: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/credits-and-incentives-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251204T130000
DTEND;TZID=America/New_York:20251204T140000
DTSTAMP:20251115T033924Z
CREATED:20251115T033919Z
LAST-MODIFIED:20251115T033924Z
UID:10010221-1764853200-1764856800@www.freelivecpe.com
SUMMARY:State and local tax update
DESCRIPTION:Join us for our complimentary\, five-part webinar series featuring specialists from our tax practice who will provide an in-depth look at the current state of tax policy and discuss legislative and regulatory developments in the marketplace. These CPE-eligible sessions will help attendees stay up to date on the latest issues they should be aware of for the 2025 tax year\, as well as provide insights into clients’ most frequently asked questions. \n\n\n\nIn this session\, Baker Tilly tax specialists will provide an overview of state and local tax (SALT) provisions shaped by sweeping provisions in the OBBBA. Presenters will cover strategic year-end planning considerations\, significant multi-state tax developments as well how state conformity to federal changes may affect planning decisions and compliance risks. \n\n\n\nLearning objectives\n\n\n\n\nIdentify major SALT-related provisions in the OBBBA and their implications for 2025 year-end tax planning \n\n\n\nEvaluate significant multi-state direct tax developments  \n\n\n\nAnalyze state conformity challenges and how the influence SALT planning across jurisdictions \n\n\n\n\nWho should attend\n\n\n\nBusiness owners\, CFOs\, tax directors\, vice presidents of tax\, legislative directors\, tax professionals and other financial executives \n\n\n\nCan’t attend our webinar live? Register to receive a link to the recording. \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event. \n\n\n\nLevel: Update \n\n\n\nCPE credit: One (1) hour total credit \n\n\n\nField of study: Taxes \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com. \n\n\n\n\n\n\n\nBaker Tilly Advisory Group\, LP 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: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/state-and-local-tax-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251203T130000
DTEND;TZID=America/New_York:20251203T140000
DTSTAMP:20251115T033914Z
CREATED:20251115T033546Z
LAST-MODIFIED:20251115T033914Z
UID:10010220-1764766800-1764770400@www.freelivecpe.com
SUMMARY:Individual tax update
DESCRIPTION:Join us for our complimentary\, five-part webinar series featuring specialists from our tax practice who will provide an in-depth look at the current state of tax policy and discuss legislative and regulatory developments in the marketplace. These CPE-eligible sessions will help attendees stay up to date on the latest issues they should be aware of for the 2025 tax year\, as well as provide insights into clients’ most frequently asked questions. \n\n\n\nAs 2025 comes to a close\, individual taxpayers face a shifting tax landscape\, including changes to the state and local tax (SALT) deduction cap\, charitable contribution limits\, estate and gift tax exemptions\, and other tax considerations. In this session\, Baker Tilly tax professionals will discuss updated considerations for individual taxpayers following the enactment of the One Big Beautiful Bill Act (OBBBA). \n\n\n\nLearning objectives\n\n\n\n\nSummarize key individual tax provisions in the OBBBA and implications for tax year 2025 tax planning\n\n\n\nApply strategies to manage income\, deductions and gifting in light of new phaseouts and thresholds\n\n\n\nAssess planning opportunities related to SALT\, PTET elections and charitable contributions\n\n\n\n\nWho should attend\n\n\n\nBusiness owners\, CFOs\, tax directors\, vice presidents of tax\, legislative directors\, tax professionals and other financial executives \n\n\n\nCan’t attend our webinar live? Register to receive a link to the recording. \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event. \n\n\n\nLevel: Update \n\n\n\nCPE credit: One (1) hour total credit \n\n\n\nField of study: Taxes \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com. \n\n\n\n\n\n\n\nBaker Tilly Advisory Group\, LP 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: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/individual-tax-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251202T130000
DTEND;TZID=America/New_York:20251202T140000
DTSTAMP:20251115T033737Z
CREATED:20251115T033425Z
LAST-MODIFIED:20251115T033737Z
UID:10010219-1764680400-1764684000@www.freelivecpe.com
SUMMARY:Pass-through entities update
DESCRIPTION:Join us for our complimentary\, five-part webinar series featuring specialists from our tax practice who will provide an in-depth look at the current state of tax policy and discuss legislative and regulatory developments in the marketplace. These CPE-eligible sessions will help attendees stay up to date on the latest issues they should be aware of for the 2025 tax year\, as well as provide insights into clients’ most frequently asked questions. \n\n\n\nIn this session\, Baker Tilly tax professionals will explore key federal and international business tax planning considerations for pass-through entities\, including the permanent extension of the Qualified Business Income (QBI) deduction\, changes to interest deduction limitations and more. Attendees will gain insights into entity-level and owner-level strategies\, compliance challenges and opportunities for optimizing tax outcomes. Designed for tax professionals advising or working with partnerships\, S corporations and LLCs\, this session will provide actionable guidance to close out the year with confidence. \n\n\n\nLearning objectives\n\n\n\n\nSummarize major OBBBA provisions affecting flow-through entities and their owners\n\n\n\nAnalyze international tax reforms relevant to partnerships with cross-border operations\n\n\n\nDevelop planning approaches for entity structure\, income timing and owner distributions\n\n\n\n\nWho should attend\n\n\n\nBusiness owners\, CFOs\, tax directors\, vice presidents of tax\, legislative directors\, tax professionals and other financial executives \n\n\n\nCan’t attend our webinar live? Register to receive a link to the recording. \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event. \n\n\n\nLevel: Update \n\n\n\nCPE credit: One (1) hour total credit \n\n\n\nField of study: Taxes \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com. \n\n\n\n\n\n\n\nBaker Tilly Advisory Group\, LP 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: nasbaregistry.org. 
URL:https://www.freelivecpe.com/event/pass-through-entities-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251124T130000
DTEND;TZID=America/New_York:20251124T140000
DTSTAMP:20251025T115536Z
CREATED:20251025T115531Z
LAST-MODIFIED:20251025T115536Z
UID:10010097-1763989200-1763992800@www.freelivecpe.com
SUMMARY:Construction audit fundamentals: Analyzing and monitoring project labor costs
DESCRIPTION:In today’s volatile construction environment\, the success of a project hinges not only on execution but on the clarity and enforceability of its contractual terms — especially those governing direct labor. During this complimentary CPE webinar\, we’ll explore why a thorough review of labor-related contract provisions is essential to managing financial exposure\, ensuring billing accuracy and maintaining project integrity. \n\n\n\nAttendees will learn how vague or unfavorable labor terms can lead to significant cost overruns\, and how proactive contract analysis can mitigate these risks. We’ll also examine the importance of labor rate decomposition — breaking down hourly rates into their component parts (base rate\, burden\, overhead\, etc.) — to detect duplicate charges\, hidden fees and markups\, and validate billing compliance. \n\n\n\nFinally\, this session will highlight best practices for monitoring labor throughout the project life cycle\, including how to track hours\, validate labor classifications and ensure that labor charges align with contractual expectations. Real-world examples will illustrate how overlooked labor terms and weak oversight can result in costly disputes — and how to avoid them. \n\n\n\nLearning objectives: \n\n\n\n\nDiscover how contract terms related to direct labor impact project cost and risk\n\n\n\nDiscover how to perform labor rate decomposition to identify overcharges and ensure compliance \n\n\n\nExplore strategies for monitoring labor charges throughout the project to prevent abuse and ensure transparency\n\n\n\n\nPresenters: \n\n\n\n\nRobert Zellmer\, CCA\, Director\, Baker Tilly\n\n\n\nTania Beltran\, Manager\, Baker Tilly\n\n\n\n\nWho should attend: \n\n\n\n\nInternal audit professionals \n\n\n\nFacility administrators \n\n\n\nProject professionals \n\n\n\nChief Financial Officers (CFOs) \n\n\n\nChief Operating Officer (COOs) \n\n\n\nDirectors of capital projects \n\n\n\nOther professionals involved in construction project management and facilities development Internal audit professionals \n\n\n\n\nRegister today!\n\n\n\nThis webinar is a part of Baker Tilly’s Construction audit toolbox webinar series. Check out other webinars in this series here. \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org. 
URL:https://www.freelivecpe.com/event/construction-audit-fundamentals-analyzing-and-monitoring-project-labor-costs/
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/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251113T113000
DTEND;TZID=America/New_York:20251113T123000
DTSTAMP:20251011T132821Z
CREATED:20251011T132816Z
LAST-MODIFIED:20251011T132821Z
UID:10009992-1763033400-1763037000@www.freelivecpe.com
SUMMARY:Insights from the 2025 Financial Ratios and Trends for Continuing Care Retirement Communities 
DESCRIPTION:The 2025 Financial Ratios & Trends Analysis of CARF-Accredited Continuing Care Retirement Communities (CCRC)/Life Plan Communities (LPC) provides valuable benchmarks including insights on key financial trends like provider expansion\, operational hurdles\, and changes in regulatory and accounting standards.  \n\n\n\nJoin CARF International\, Baker Tilly\, Ziegler\, and (Bishop Gadsden Episcopal Retirement Community for an informative webinar reviewing financial benchmarks their implications for strategic planning and budget development. Our panel of industry professionals will discuss best practices in using this information with potential clients\, residents\, boards and payers. We’ll examine how CARF-accredited organizations have successfully navigated challenges\, including concerns related to profitability and liquidity margins\, in contrast to their achievements in occupancy rates and substantial capital investments.  \n\n\n\n The webinar’s content draws from the 2025 edition of the Financial Ratios and Trend Analysis of CARF-Accredited Continuing Care Retirement Communities.  \n\n\n\nKey learning objectives:  \n\n\n\n\nUnderstand financial trends from 2024 fiscal year-end data of CCRCs across the country \n\n\n\nDevelop an understanding about how to utilize financial ratios for strategic decision making \n\n\n\nRecognize best practices for developing budgets and demonstrating financial stability based on specific benchmarks \n\n\n\n\nWho should attend:  \n\n\n\n\nCEO\, CFO\, CIO\, COO\, presidents\, vice presidents\, management teams\, board members and other professionals who are involved in financial and operational activities of CCRCs/LPCs \n\n\n\n\nModerator:   \n\n\n\n\nJulia Meashey\, MA\, Senior Business Development Specialist\, Aging Services (CARF)  \n\n\n\n\nPresenters:   \n\n\n\n\nPatrick Heavens\, CPA\, Principal (Baker Tilly)   \n\n\n\nTom Meyers\, Senior Managing Director (Ziegler)   \n\n\n\nLynne Loring Kerrison\, CPA\, Executive Vice President/ Chief Financial Officer (Bishop Gadsden Episcopal Retirement Community) \n\n\n\n\nInformation about CPE eligibility   \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar.    \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event.   \n\n\n\nLevel: Basic   \n\n\n\nCPE credit: One  (1.0) total credit     \n\n\n\nField of study: Finance    \n\n\n\nDelivery method: Group internet based   \n\n\n\nHost: Kylie Harris   \n\n\n\n \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org. 
URL:https://www.freelivecpe.com/event/insights-from-the-2025-financial-ratios-and-trends-for-continuing-care-retirement-communities/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251110T130000
DTEND;TZID=America/New_York:20251110T140000
DTSTAMP:20251011T132618Z
CREATED:20251011T132613Z
LAST-MODIFIED:20251011T132618Z
UID:10009991-1762779600-1762783200@www.freelivecpe.com
SUMMARY:The housing equation: Using assessments to drive housing solutions
DESCRIPTION:The United States housing market currently faces a deficit of approximately 4.9 million units\, prompting an important question: how can this issue be effectively addressed within your community or for your clients? \n\n\n\nWe invite you to participate in a webinar designed to provide an in-depth examination of how comprehensive housing needs and market assessments can identify local challenges and opportunities. This session will offer strategic guidance for housing development initiatives across both rural communities and urban areas. \n\n\n\nLearning objectives: \n\n\n\n\nHow assessments reveal actionable insights for housing initiatives\n\n\n\nReal-world examples from Selma\, AL\, Chicago and Atlanta\n\n\n\nPractical strategies for prioritizing housing solutions\n\n\n\n\nPresenters: \n\n\n\n\nDamon E. Duncan\, Principal\, Clesia Ventures\n\n\n\nBrandie Townsend\, Senior Manager\, Clesia Ventures\n\n\n\nKebokile Nyathi\, Senior Parner\, Clesia Ventures\n\n\n\nAziz Housseini\, Chief Executive Officer at DAHA SEIN\n\n\n\nJolena Presti\, Managing Director\, Baker Tilly\n\n\n\nMarta Purdy\, Director\, Baker Tilly\n\n\n\nKristian Vaughn\, Senior Manager\, Baker Tilly\n\n\n\n\nWho should attend: Leadership and professionals from cities\, towns\, counties\, public housing authorities\, school districts\, special districts\, utilities\, economic development organizations\, tribal governments and not-for-profit organizations who are involved in decision-making and strategic initiatives. \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org. 
URL:https://www.freelivecpe.com/event/the-housing-equation-using-assessments-to-drive-housing-solutions/
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/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T120000
DTEND;TZID=America/New_York:20251105T130000
DTSTAMP:20251011T132423Z
CREATED:20251011T132416Z
LAST-MODIFIED:20251011T132423Z
UID:10009990-1762344000-1762347600@www.freelivecpe.com
SUMMARY:2026 Cybersecurity Predictions
DESCRIPTION: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.  \n\n\n\nJoin Baker Tilly cybersecurity leaders for an exclusive CPE-eligible webinar unveiling our 2026 cybersecurity predictions. We’ll explore the forces shaping cybersecurity defense measures and the strategic actions organizations should take today to prepare for tomorrow.   \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org. 
URL:https://www.freelivecpe.com/event/2026-cybersecurity-predictions/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251028T130000
DTEND;TZID=America/New_York:20251028T140000
DTSTAMP:20251004T131016Z
CREATED:20251004T131010Z
LAST-MODIFIED:20251004T131016Z
UID:10009931-1761656400-1761660000@www.freelivecpe.com
SUMMARY:Construction contract fundamentals: Enhancing project success
DESCRIPTION:In today’s complex construction landscape\, a project’s success depends not only on execution but also on the strength and clarity of its contractual foundation. This complimentary CPE webinar explores why performing a thorough construction contract analysis and risk assessment—built on top of several strong building blocks placed prior to this stage—is essential to managing financial exposure\, ensuring project delivery aligns with expectations and mitigating disputes. \n\n\n\nBaker Tilly presenters will discuss how a detailed review of construction contracts—focusing on cost of work definition\, scope clarification\, payment terms\, change order provisions and risk allocation—can uncover vulnerabilities before they affect project performance. \n\n\n\nLearning objectives: \n\n\n\n\nIdentify weak or ambiguous terms along with associated risks\n\n\n\nDevelop audit strategies to enhance contract controls\n\n\n\nImprove contract terms to strengthen contract oversight\n\n\n\nPrepare for success before starting the contract phase\n\n\n\n\nPresenters: \n\n\n\n\nRobert Zellmer\, CCA\, Director\, Baker Tilly\n\n\n\nAubrie Gould\, Manager\, Baker Tilly\n\n\n\n\nWho should attend: \n\n\n\n\nInternal audit professionals \n\n\n\nFacility administrators \n\n\n\nProject professionals \n\n\n\nChief Financial Officers (CFOs) \n\n\n\nChief Operating Officer (COOs) \n\n\n\nDirector of capital projects \n\n\n\nReal estate developers\n\n\n\nOther professionals involved in construction project management and facilities development \n\n\n\n\nRegister today!\n\n\n\nThis webinar is a part of Baker Tilly’s Construction audit toolbox webinar series. Check out other webinars in this series here. \n\n\n\n\n\n\n\nInformation about CPE eligibility   \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.   \n\n\n\nLevel: Overview   \n\n\n\nCPE credit: One (1) hour total credit  \n\n\n\nField of study: Specialized Knowledge  \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org. 
URL:https://www.freelivecpe.com/event/construction-contract-fundamentals-enhancing-project-success/
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/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251023T130000
DTEND;TZID=America/New_York:20251023T140000
DTSTAMP:20250927T131958Z
CREATED:20250927T131952Z
LAST-MODIFIED:20250927T131958Z
UID:10009900-1761224400-1761228000@www.freelivecpe.com
SUMMARY:Cybersecurity in the financial services industry: Debunking quick fixes and investing in what really works
DESCRIPTION:According to recent studies\, financial services organizations face a disproportionate number of cyberattacks compared to other sectors. Why? The answer is clear: They hold highly sensitive data and manage significant financial transactions\, making them attractive targets for malicious actors seeking financial gain or access to valuable information. In a threatening environment that evolves at an unprecedented pace\, many organizations face mounting pressure to continually adapt their cybersecurity strategies. While the allure of the “next big thing” in cybersecurity protection may be tempting\, true resilience lies in the steady\, strategic development of mature cybersecurity controls. \n\n\n\nThis webinar will unravel the myths of the “quick fix” and explore proven strategies for building and sustaining a mature cybersecurity program tailored to the unique needs of your financial services organization. Our cybersecurity specialists will share insights into prevalent threat trends\, the dangers of program churn and the essential controls that form the backbone of effective risk management. Participants will learn how to optimize and scale their existing cybersecurity investments\, rather than disrupt them\, for greater resilience and adaptability. \n\n\n\nJoin us for this CPE-eligible webinar on Thursday\, Oct. 23 from 1-2 p.m. ET. Questions will be encouraged and answered\, time permitting. \n\n\n\nLearning objectives\n\n\n\n\nDiscuss the current cybersecurity threat trends and how they are impacting financial services organizations\n\n\n\nIdentify the crucial foundational components of an effective cybersecurity program\n\n\n\nRecognize the risks and hidden costs of frequently switching cybersecurity programs versus the benefits of building on a core\, mature framework\n\n\n\nUnderstand how stability in your cybersecurity approach fosters deeper business alignment and stronger protections\n\n\n\n\nTarget audience\n\n\n\nCROs\, CTOs\, CIOs\, CISOs\, CFOs\, controllers\, IT directors\, claims and underwriting professionals\, internal audit professionals and those involved in managing a cybersecurity program at a financial services organization   \n\n\n\n\n\n\n\nInformation about CPE eligibility   \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.   \n\n\n\nLevel: Overview   \n\n\n\nCPE credit: One (1) hour total credit  \n\n\n\nField of study: Specialized Knowledge  \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org. 
URL:https://www.freelivecpe.com/event/cybersecurity-in-the-financial-services-industry-debunking-quick-fixes-and-investing-in-what-really-works/
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/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251015T120000
DTEND;TZID=America/New_York:20251015T153000
DTSTAMP:20250913T215605Z
CREATED:20250913T215558Z
LAST-MODIFIED:20250913T215605Z
UID:10009834-1760529600-1760542200@www.freelivecpe.com
SUMMARY:Utility University 2025
DESCRIPTION:We’re excited to announce the return of Utility University\, our annual webinar series for professionals in governmental utilities. \n\n\n\nThis year’s line-up features timely topics and emerging trends shaping the industry. Gain practical strategies to thrive in today’s rapidly evolving landscape through these insightful sessions led by subject matter specialists. \n\n\n\nAn exciting new chapter begins as Baker Tilly and Moss Adams come together under the Baker Tilly name\, combining our strengths to deliver expanded reach\, deeper resources and enhanced capabilities. \n\n\n\nTogether\, we’re bringing you sessions featuring specialists from both legacy firms\, offering actionable guidance tailored to the public sector. \n\n\n\nLearning objectives\n\n\n\n\nDescribe governance structure in the utility and habits of highly effective boards\n\n\n\nRecognize how to use tools such as compensation\, career development and mentoring to retain high-functioning employees\n\n\n\nIdentify practical uses for co-intelligence and generative AI in your utility\n\n\n\nName the current available incentives available through IRA\, SRF and other programs modified by the OBBBA\n\n\n\nRecognize key risks facing municipal utilities\, including regulatory\, cyber\, climate and supply chain challenges\n\n\n\nExplain the reporting requirements of GASB Statements 102\, 103 and 104\n\n\n\n\n\n\n\n\nInformation about CPE eligibility:   \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.   \n\n\n\nLevel: Basic \n\n\n\nCPE credit: Six (6) hour total credit  \n\n\n\nField of study: Specialized Knowledge  \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org. 
URL:https://www.freelivecpe.com/event/utility-university-2025/2025-10-15/
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/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251014T130000
DTEND;TZID=America/New_York:20251014T140000
DTSTAMP:20250920T203018Z
CREATED:20250920T203013Z
LAST-MODIFIED:20250920T203018Z
UID:10009874-1760446800-1760450400@www.freelivecpe.com
SUMMARY:Facility-level benchmarking for multisite operators
DESCRIPTION:Learn to track key metrics like cost per resident day and staffing efficiency using dashboards that surface performance trends across locations. \n\n\n\nLevel: OverviewCPE credit: One (1) hour total creditField of study: Finance \n\n\n\n\n\n\n\nInformation about CPE eligibility   \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.   \n\n\n\nLevel: Overview   \n\n\n\nCPE credit: One (1) hour total credit  \n\n\n\nField of study: Specialized Knowledge 
URL:https://www.freelivecpe.com/event/facility-level-benchmarking-for-multisite-operators/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251014T120000
DTEND;TZID=America/New_York:20251014T153000
DTSTAMP:20250913T215605Z
CREATED:20250913T215558Z
LAST-MODIFIED:20250913T215605Z
UID:10009833-1760443200-1760455800@www.freelivecpe.com
SUMMARY:Utility University 2025
DESCRIPTION:We’re excited to announce the return of Utility University\, our annual webinar series for professionals in governmental utilities. \n\n\n\nThis year’s line-up features timely topics and emerging trends shaping the industry. Gain practical strategies to thrive in today’s rapidly evolving landscape through these insightful sessions led by subject matter specialists. \n\n\n\nAn exciting new chapter begins as Baker Tilly and Moss Adams come together under the Baker Tilly name\, combining our strengths to deliver expanded reach\, deeper resources and enhanced capabilities. \n\n\n\nTogether\, we’re bringing you sessions featuring specialists from both legacy firms\, offering actionable guidance tailored to the public sector. \n\n\n\nLearning objectives\n\n\n\n\nDescribe governance structure in the utility and habits of highly effective boards\n\n\n\nRecognize how to use tools such as compensation\, career development and mentoring to retain high-functioning employees\n\n\n\nIdentify practical uses for co-intelligence and generative AI in your utility\n\n\n\nName the current available incentives available through IRA\, SRF and other programs modified by the OBBBA\n\n\n\nRecognize key risks facing municipal utilities\, including regulatory\, cyber\, climate and supply chain challenges\n\n\n\nExplain the reporting requirements of GASB Statements 102\, 103 and 104\n\n\n\n\n\n\n\n\nInformation about CPE eligibility:   \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.   \n\n\n\nLevel: Basic \n\n\n\nCPE credit: Six (6) hour total credit  \n\n\n\nField of study: Specialized Knowledge  \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org. 
URL:https://www.freelivecpe.com/event/utility-university-2025/2025-10-14/
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/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251009T130000
DTEND;TZID=America/New_York:20251009T140000
DTSTAMP:20250927T132316Z
CREATED:20250927T132311Z
LAST-MODIFIED:20250927T132316Z
UID:10009901-1760014800-1760018400@www.freelivecpe.com
SUMMARY:Tax Trends: Quarterly tax roundtable
DESCRIPTION:Join us as we continue our quarterly Tax Trends webinar series on Thursday\, Oct. 9. This engaging session will provide valuable insights for professionals navigating the evolving tax landscape. We’ll explore timely tax topics related to the One Big Beautiful Bill Act (OBBBA)\, including: \n\n\n\n\nEvaluating the impact of the OBBBA on employer-provided fringe benefits\n\n\n\nAnalyzing the expanded executive compensation rules under the OBBBA and their implications for deduction limits and excise taxes\n\n\n\nApplying strategic tax planning techniques for equity compensation\, in light of OBBBA changes\n\n\n\n\nPresenters\n\n\n\n\nChristine Faris\, Director\, Baker Tilly\n\n\n\nJessica Jeane\, Director\, Baker Tilly\n\n\n\nAneta Stefaniak\, Senior Manager\, Baker Tilly\n\n\n\n\nLearning objectives\n\n\n\nAfter completion of the webinar\, participants will: \n\n\n\n\nUnderstand the permanent and modified provisions related to student loan assistance\, transportation\, meals\, dependent care and paid family leave\n\n\n\nAssess compliance requirements and planning considerations for each benefit type\n\n\n\nApply inflation adjustments and new thresholds to benefit plan documentation and employee communications\n\n\n\nInterpret the broadened aggregation rules for publicly held corporations and the expanded definition of “covered employees”\n\n\n\nAssess the impact of the $1 million deduction limit and excise tax on tax-exempt organizations\n\n\n\nDevelop strategies for tracking compensation across controlled groups and restructuring executive pay plans\n\n\n\nUnderstand alternative minimum tax (AMT) exposure for incentive stock options (ISO) exercises and evaluate timing strategies to minimize liability\n\n\n\nLeverage charitable giving and disqualifying dispositions to offset tax burdens\n\n\n\nIdentify opportunities for Qualified Small Business Stock (QSBS) treatment and plan around liquidity events to maximize capital gain exclusions\n\n\n\n\n\n\n\n\nInformation about CPE eligibility   \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.   \n\n\n\nLevel: Overview   \n\n\n\nCPE credit: One (1) hour total credit  \n\n\n\nField of study: Taxes \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org. 
URL:https://www.freelivecpe.com/event/tax-trends-quarterly-tax-roundtable/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250925T130000
DTEND;TZID=America/New_York:20250925T140000
DTSTAMP:20250831T124933Z
CREATED:20250831T124929Z
LAST-MODIFIED:20250831T124933Z
UID:10009760-1758805200-1758808800@www.freelivecpe.com
SUMMARY:Artificial intelligence in the insurance industry: Readiness\, risk and real-world impacts
DESCRIPTION:Artificial intelligence (AI) is rapidly redefining almost every industry\, and the insurance industry is no exception. While many insurers recognize the potential for AI\, they are unsure how to successfully implement it without compromising their security and integrity.   \n\n\n\nIf your insurance organization is currently using or interested in exploring the use of AI\, join our insurance industry specialists for a webinar exploring how to properly leverage AI within your organization. During this CPE-eligible session\, they will discuss the true impact data challenges are having on your organization\, run through the various capabilities of AI and how you can use it to extract valuable data insights. Our specialists will also run through leading practices and ways to prepare your organization for the implementation of new AI technologies. You will even hear real-world success stories and case studies exhibiting the applications of transformative AI in insurance.    \n\n\n\nJoin us on Sept. 25 from 1-2 p.m. ET. Questions will be encouraged throughout the webinar.   \n\n\n\nLearning objectives:  \n\n\n\n\nDefine artificial intelligence (AI)\, its growing role in the insurance industry and how insurance organizations can use it to their advantage  \n\n\n\nExplore real-world use cases showing how insurance organizations are leveraging AI  \n\n\n\nDiscuss key considerations for AI and data governance that support a well-built\, risk-aware AI program \n\n\n\nExplore a practical framework for AI readiness\, including five dimensions that help institutions assess where they are and what steps to take next \n\n\n\nLearn the common challenges associated with implementing AI and how to overcome them to ensure responsible\, secure and scalable AI adoption \n\n\n\n\nWho should attend? C-level executives\, SVP of Finance\, SVP of IT\, SVP of operations\, SVP of technology\, director of IT\, director of operations\, director of finance\, director of analytics and any insurance industry professional with a focus on data governance\, internal audit\, risk advisory\, cybersecurity\, information technology\, strategy and digital transformation  \n\n\n\n\n\n\n\nInformation about CPE eligibility:   \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.    \n\n\n\nLevel: Overview    \n\n\n\nCPE credit: One (1) hour total credit   \n\n\n\nField of study: Specialized Knowledge   \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.   \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.  
URL:https://www.freelivecpe.com/event/artificial-intelligence-in-the-insurance-industry-readiness-risk-and-real-world-impacts/
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/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250924T130000
DTEND;TZID=America/New_York:20250924T140000
DTSTAMP:20250823T134457Z
CREATED:20250823T134452Z
LAST-MODIFIED:20250823T134457Z
UID:10009709-1758718800-1758722400@www.freelivecpe.com
SUMMARY:AI in banking: readiness\, risk and real-world impact
DESCRIPTION:Artificial intelligence (AI) is reshaping the banking industry rapidly\, but is your financial institution ready for the change? While many banks and credit unions recognize the potential for AI\, they are unsure how to successfully implement it into their practice.   \n\n\n\nJoin us as our team discusses how to leverage AI today in your bank\, starting from the basics of implementation to best practices for optimization of your frameworks. We will unpack:   \n\n\n\n\nReal-world use cases showing how banks are leveraging AI today \n\n\n\nKey considerations for AI and data governance that support a well-built\, risk-aware AI program \n\n\n\nA practical framework for AI readiness\, including five dimensions that help institutions assess where they are and what steps to take next \n\n\n\nCommon challenges and how to overcome them to ensure responsible\, secure and scalable AI adoption \n\n\n\n\nWhether you’re a board member\, executive\, or practitioner\, this session will offer insights tailored to you\, with a focus on what matters most: transforming your institution while managing risk.  \n\n\n\nLearning objectives  \n\n\n\n\nReview real world use cases on banks leveraging AI  \n\n\n\nDiscuss key considerations for AI and data governance to support a well-built and risk aware AI program  \n\n\n\nUnderstand leading practices  \n\n\n\n\n\n\n\n\nInformation about CPE eligibility   \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.   \n\n\n\nLevel: Overview   \n\n\n\nCPE credit: One (1) hour total credit  \n\n\n\nField of study: Specialized Knowledge 
URL:https://www.freelivecpe.com/event/ai-in-banking-readiness-risk-and-real-world-impact/
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/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250924T120000
DTEND;TZID=America/New_York:20250924T130000
DTSTAMP:20250920T202703Z
CREATED:20250920T202658Z
LAST-MODIFIED:20250920T202703Z
UID:10009873-1758715200-1758718800@www.freelivecpe.com
SUMMARY:Aligning compensation strategy with recruitment and transparency laws
DESCRIPTION:With more states requiring salary disclosure in job ads and new hires asking tougher questions about pay\, public sector organizations must rethink how their compensation systems support recruitment\, compliance\, and the overall compensation philosophy. Join Baker Tilly to learn how your community can design transparent pay strategies to attract top talent\, ensure legal compliance and strengthen internal equity.  \n\n\n\nLearning objectives\n\n\n\n\nLearn how to design and communicate pay ranges that attract talent and meet legal requirements\n\n\n\nAvoid common pitfalls that create internal equity issues or legal risk\n\n\n\nUse pay transparency as a strategic advantage—not just a compliance checkbox\n\n\n\n\nWho should attend\n\n\n\nLeadership and professionals from cities\, towns\, counties\, school districts\, special districts\, utilities\, economic development organizations and tribal governments who are involved in decision-making and strategic initiatives \n\n\n\nPresenters\n\n\n\nJay Staley\, Ed.D.Co-host\, Director \n\n\n\nMatt Bubness\, M.P.A.Co-host\, Director \n\n\n\nJada KentManaging Director \n\n\n\nSarah TowneManager \n\n\n\nInformation about CPE eligibility \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.      \n\n\n\nCPE credit: One (1) hour total credit    Level: Basic Field of study: Specialized knowledge  \n\n\n\n\n\n\n\nInformation about CPE eligibility   \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.   \n\n\n\nLevel: Overview   \n\n\n\nCPE credit: One (1) hour total credit  \n\n\n\nField of study: Specialized Knowledge 
URL:https://www.freelivecpe.com/event/aligning-compensation-strategy-with-recruitment-and-transparency-laws/
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/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250909T130000
DTEND;TZID=America/New_York:20250909T140000
DTSTAMP:20250816T003319Z
CREATED:20250809T194144Z
LAST-MODIFIED:20250816T003319Z
UID:10009627-1757422800-1757426400@www.freelivecpe.com
SUMMARY:Navigating common cost allocation scenarios in senior services
DESCRIPTION:In session two\, we’ll explore how senior service organizations can accurately allocate staffing and shared service costs across the organization. Learn how to apply statistics and dimensional reporting within Sage Intacct to support more precise cost tracking\, better visibility and stronger financial oversight. \n\n\n\nWhat you’ll learn:– Understand common scenarios for allocating organizational costs– Learn how to use statistics to reflect operational drivers– Explore how Sage Intacct supports scalable cost allocation models \n\n\n\nLevel: OverviewCPE credit: One (1) hour total creditField of study: Finance \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.    \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org. 
URL:https://www.freelivecpe.com/event/navigating-common-cost-allocation-scenarios-in-senior-services/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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DTSTART;TZID=America/New_York:20250827T120000
DTEND;TZID=America/New_York:20250827T130000
DTSTAMP:20250809T193852Z
CREATED:20250809T193844Z
LAST-MODIFIED:20250809T193852Z
UID:10009626-1756296000-1756299600@www.freelivecpe.com
SUMMARY:Unlocking federal\, state and local capital: How communities can leverage grants to fund economic goals
DESCRIPTION:Energy and infrastructure grants from federal\, state\, regional and private sources are essential to budgets\, funding critical infrastructure\, public safety and community revitalization projects. While local governments rely primarily on property\, sales and other taxes for revenue\, grants can provide tremendous opportunity for small to mid-size communities to diversify their revenue. Communities can leverage grants to plan infrastructure-led growth and provide stability amid leadership transitions and fiscal recovery efforts. Join Baker Tilly to learn how your community can leverage grant funding to unlock your economic goals. \n\n\n\nLearning objectives\n\n\n\n\nIdentify grant opportunities for communities at the federal\, state and local levels\n\n\n\nArticulate community goals for economic projects\n\n\n\nStrategize how grants can play a role in diversifying revenue\n\n\n\n\nWho should attend\n\n\n\nLeadership and professionals from cities\, towns\, counties\, school districts\, special districts\, utilities\, economic development organizations and tribal governments who are involved in decision-making and strategic initiatives \n\n\n\nPresenters\n\n\n\nJay Staley\, Ed.D.Co-host\, Director \n\n\n\nMatt Bubness\, M.P.A.Co-host\, Director \n\n\n\nJonathan McGeeSenior Consultant \n\n\n\nInformation about CPE eligibility \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.      \n\n\n\nCPE credit: One (1) hour total credit    Level: Basic Field of study: Specialized knowledge \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.    \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org. 
URL:https://www.freelivecpe.com/event/unlocking-federal-state-and-local-capital-how-communities-can-leverage-grants-to-fund-economic-goals/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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