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DTSTART;TZID=America/New_York:20260609T130000
DTEND;TZID=America/New_York:20260609T140000
DTSTAMP:20260617T202427
CREATED:20260516T140133Z
LAST-MODIFIED:20260516T140305Z
UID:10011144-1781010000-1781013600@www.freelivecpe.com
SUMMARY:Optimizing IRS Form 990 Amid Increased Scrutiny
DESCRIPTION:In recent years\, not-for-profit organizations have faced heightened scrutiny from both the general public and government authorities\, notably through executive orders. Form 990 has become a critical tool for transparency and accountability. This webinar will delve into strategies for optimizing Form 990 to meet the rigorous standards of watchdog entities\, ensuring your organization remains compliant and transparent. Participants will gain insights on best practices\, common pitfalls\, and how to effectively present organizational data to withstand scrutiny. \n\n\n\nPresenters\n\n\n\nAaron M. Fox\, CPA\, National Not-For-Profit Tax Leader \, CBIZSara Smith\, Senior Manager\, CBIZ
URL:https://www.freelivecpe.com/event/optimizing-irs-form-990-amid-increased-scrutiny-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T120000
DTEND;TZID=America/New_York:20260609T130000
DTSTAMP:20260617T202427
CREATED:20260516T140429Z
LAST-MODIFIED:20260516T140435Z
UID:10011145-1781006400-1781010000@www.freelivecpe.com
SUMMARY:Phase One: Pathways to Public – Diligence\, Decisions\, and Market Conditions
DESCRIPTION:In our Public Listing Pathway Series\, explore the first phase of going public\, how companies evaluate readiness\, assemble the right team\, and make disciplined decisions against shifting market conditions. Panelists will walk through the due diligence lens investors and regulators bring to early-stage IPO or alternative planning\, the audit and internal control requirements that often drive the timeline\, and how to articulate a credible equity story supported by the right management team\, reliable data and governance. The session aims to give participants a practical framework for deciding if\, when\, and how to pursue an IPO or alternative transactions\, while avoiding common first-time issuer pitfalls. \n\n\n\nModerator\n\n\n\nMichael Brooder\, Managing Director\, CBIZ \n\n\n\nPresenter\n\n\n\nJeffrey Solomon\, Managing Director\, CBIZ
URL:https://www.freelivecpe.com/event/phase-one-pathways-to-public-diligence-decisions-and-market-conditions/
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:20260528T140000
DTEND;TZID=America/New_York:20260528T150000
DTSTAMP:20260617T202427
CREATED:20260425T150259Z
LAST-MODIFIED:20260425T150304Z
UID:10011018-1779976800-1779980400@www.freelivecpe.com
SUMMARY:Using AI with Confidence in Your Not-for-Profit
DESCRIPTION:AI is reshaping not-for-profit work from fundraising and outreach to program delivery and operations bringing both efficiency and new risks. This webinar offers a practical approach to AI risk and governance for not-for-profits\, focusing on steps that fit limited resources. You’ll learn how to set clear policy and oversight\, safeguard sensitive data\, and reduce bias and equity harms. We’ll show how to vet AI use cases\, manage vendor and tool risks\, communicate transparently with stakeholders\, and establish monitoring and incident response so your organization can harness AI confidently while protecting people and reputation. \n\n\n\nPresenters\n\n\n\nRob McGillen\, Vice President\, AI Practice Leader\, CBIZJohn Verry\, Managing Director\, Cybersecurity\, CBIZMark Baran\, Managing Director\, CBIZ
URL:https://www.freelivecpe.com/event/using-ai-with-confidence-in-your-not-for-profit/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T140000
DTEND;TZID=America/New_York:20260514T150000
DTSTAMP:20260617T202427
CREATED:20260425T150148Z
LAST-MODIFIED:20260425T150153Z
UID:10011017-1778767200-1778770800@www.freelivecpe.com
SUMMARY:Eye on Washington Quarterly Update: Q1 2026
DESCRIPTION:Stay informed about recent tax developments affecting your business. These free quarterly sessions provide the latest updates on administrative\, legislative\, and judicial developments from Washington. \n\n\n\nCEOs\, CFOs\, financial executives\, advisors\, and other stakeholders will gain insights to navigate the evolving tax landscape. We will provide the latest information on federal tax reform\, IRS guidance\, and related topics to help you and your organization stay prepared.  \n\n\n\nAfter completing this course\, you will be able to: \n\n\n\n\nDescribe recent rulings\, guidance\, and other activity from the IRS and the Treasury Department.\n\n\n\nSummarize key legislative updates relevant to your business.  \n\n\n\nExplain how the most relevant tax case appellate and trial-level decisions may affect your business.\n\n\n\n\nDon’t miss this chance how changes impact your company’s success! \n\n\n\nPresenters\n\n\n\nBill Smith\, Managing Director\, National Tax Office\, CBIZNate Smith\, Managing Director\, CBIZMark Baran\, Managing Director\, CBIZ
URL:https://www.freelivecpe.com/event/eye-on-washington-quarterly-update-q1-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260513T130000
DTEND;TZID=America/New_York:20260513T140000
DTSTAMP:20260617T202427
CREATED:20260425T150018Z
LAST-MODIFIED:20260425T150023Z
UID:10011016-1778677200-1778680800@www.freelivecpe.com
SUMMARY:Cash Flow Projections and Modeling: The Not-for-Profit CFO’s Lifeline
DESCRIPTION:Unlock the essential role of cash flow projections and modeling in strategic financial management. This webinar is designed for CFOs\, finance leaders\, and accounting professionals who want to strengthen their organization’s financial health and decision-making. Learn why cash flow modeling is the CFO’s lifeline\, discover how to build and maintain effective cash flow projection templates\, and gain clarity on the vital inputs and outputs that drive actionable insights. Participants will leave with practical skills to forecast and analyze cash flow\, support key management strategies\, and enhance overall organizational stability. \n\n\n\nPresenter\n\n\n\nJohn “Jake” Greene\, CPA\, Managing Director\, CBIZ
URL:https://www.freelivecpe.com/event/cash-flow-projections-and-modeling-the-not-for-profit-cfos-lifeline/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260430T140000
DTEND;TZID=America/New_York:20260430T150000
DTSTAMP:20260617T202427
CREATED:20260329T203824Z
LAST-MODIFIED:20260329T203830Z
UID:10010883-1777557600-1777561200@www.freelivecpe.com
SUMMARY:Inventory In-depth: Taking stock of your F&B inventory environment
DESCRIPTION:The CBIZ Food & Beverage team are sharing their perspective on the steps you can take to get a better handle on inventory management and related aspects of your business. \n\n\n\nJoin CBIZ for a wide-ranging discussion on inventory from various vantage points. We will be providing meaningful food for thought\, along with practical insights into the common processes ripe for enhancement. Our discussion will cover accounting methodologies\, potential tax consequences\, risk management issues\, and technology. \n\n\n\nPresenters\n\n\n\nJeff Pera\, Managing Director\, CBIZJamie Pruett\, Market Leader\, Consumer & Industrial Practice\, CBIZWaqqas Mahmood\, Senior Director\, Strategic Consulting\, Technology \n\n\n\nDon’t miss this opportunity to take a fresh look at your inventory practices and enhance your operations.
URL:https://www.freelivecpe.com/event/inventory-in-depth-taking-stock-of-your-fb-inventory-environment/
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/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260429T150000
DTEND;TZID=America/New_York:20260429T160000
DTSTAMP:20260617T202427
CREATED:20260412T210935Z
LAST-MODIFIED:20260412T210945Z
UID:10010948-1777474800-1777478400@www.freelivecpe.com
SUMMARY:CBIZ CPAs Insights: Quarterly Accounting and Financial Reporting Briefing Q1 2026
DESCRIPTION:Join us for the CBIZ CPAs Insights: Quarterly Accounting and Financial Reporting Briefing\, a webinar designed to keep you up-to-date on the latest hot topics\, technical matters\, and current events impacting financial reporting. \n\n\n\nOur professionals will discuss recent developments and updates from key governance bodies\, including the Financial Accounting standards Board (FASB)\, the American Institute of Certified Public Accountants (AICPA)\, the Securities and Exchange Commission (SEC)\, and others. This informative session will ensure you stay informed and prepared for the evolving landscapes of financial reporting. 
URL:https://www.freelivecpe.com/event/cbiz-cpas-insights-quarterly-accounting-and-financial-reporting-briefing-q1-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260429T130000
DTEND;TZID=America/New_York:20260429T140000
DTSTAMP:20260617T202427
CREATED:20260404T124302Z
LAST-MODIFIED:20260404T124306Z
UID:10010903-1777467600-1777471200@www.freelivecpe.com
SUMMARY:Innovative Approaches to Health Care and Pharmacy Cost Control
DESCRIPTION:This session examines practical approaches to managing rising health care and pharmacy costs within not-for-profit organizations. Participants will explore pharmacy benefit management strategies\, cost control frameworks\, and benefit plan design considerations aimed at improving financial sustainability. The discussion will include a case example illustrating how one organization evaluated and adjusted its benefits program to achieve measurable cost savings while maintaining workforce support. \n\n\n\nPresenters\n\n\n\nRon Morrison\, Senior Vice President\, Employee Benefits\, CBIZKyle Knoke\, Pharmacy Manager\, Employee Benefits\, CBIZ
URL:https://www.freelivecpe.com/event/innovative-approaches-to-health-care-and-pharmacy-cost-control/
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:20260414T130000
DTEND;TZID=America/New_York:20260414T140000
DTSTAMP:20260617T202427
CREATED:20260314T121907Z
LAST-MODIFIED:20260314T121920Z
UID:10010816-1776171600-1776175200@www.freelivecpe.com
SUMMARY:Not-for-Profit Leadership Planning: Uncovering Hidden Risks & Rewards
DESCRIPTION:Participants will explore strategies for leadership planning within not-for-profit organizations to minimize disruption to mission and support effective talent development during leadership transitions. The session guides participants through the leadership continuity planning process\, helping them identify organizational risks\, leadership vulnerabilities\, and potential opportunities associated with leadership changes.  \n\n\n\nLearning Objectives: \n\n\n\nAt the end of this course\, the attendee will be able to: \n\n\n\n\nRecognize key leadership responsibilities within their organization\n\n\n\nIdentify areas of sole ownership and potential leadership vulnerabilities\n\n\n\nEvaluate practical approaches for addressing leadership gaps\n\n\n\nAssess organizational risks and opportunities associated with leadership continuity planning\n\n\n\nDevelop practical steps to minimize disruption and support talent development during leadership transitions\n\n\n\n\nPresenter\n\n\n\nKaren Schuler\, EVP & Lead – Nonprofit & Social Impact\, CBIZ
URL:https://www.freelivecpe.com/event/not-for-profit-leadership-planning-uncovering-hidden-risks-rewards/
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:20260317T140000
DTEND;TZID=America/New_York:20260317T150000
DTSTAMP:20260617T202427
CREATED:20260307T174044Z
LAST-MODIFIED:20260307T174050Z
UID:10010774-1773756000-1773759600@www.freelivecpe.com
SUMMARY:Moving Forward with CBIZ: Your Path to the Cloud
DESCRIPTION:Join CBIZ and Intuit for a practical\, client-focused webinar on how to move from Desktop to modern cloud accounting. We’ll unpack why now is the right time to modernize\, what a cloud-first approach really looks like\, and how CBIZ guides clients through a smooth\, secure migration. Expect a clear roadmap\, real examples\, and interactive polls designed to surface your priorities and challenges\, plus CPE credit for participating. \n\n\n\nIn this session\, you’ll see how cloud platforms deliver real-time visibility\, automation\, collaboration\, and stronger security. You’ll also learn how the CBIZ + Intuit partnership streamlines the process with best-in-class tools\, integration support\, and specialized pricing. We’ll walk through our migration methodology\, from readiness assessment to go-live\, and leave you with resources to take the next step. \n\n\n\nWhat you’ll learn\n\n\n\n\nSide-by-side comparison of core features\, user experience\, and reporting between Desktop and Cloud\n\n\n\nHow cloud accounting platforms like QuickBooks Online provide real-time visibility\, automation\, and bank-level security—accessible anywhere\, from any device\n\n\n\nHow CBIZ’s guided approach streamlines migration—minimizing downtime\, preserving data integrity\, and addressing your unique concerns about cost\, training\, and integrations\n\n\n\nPractical answers to top questions on data migration accuracy\, training\, ongoing support\, and the subscription model shift\n\n\n\n\nWhat to expect\n\n\n\n\nA clear\, step-by-step roadmap from assessment to go-live\, with transparent pricing and proven turnaround times\n\n\n\nInteractive live polls to highlight your challenges and priorities\n\n\n\nCPE credit available for qualified attendees\n\n\n\nExclusive resources: CBIZ Cloud Migration Guide\, a complimentary Cloud Readiness Assessment\, and access to special Intuit partner pricing\n\n\n\n\nWhy CBIZ + Intuit?\n\n\n\nOur partnership gives you best-in-class tools\, expert migration support\, and exclusive discounts\, so you can modernize with confidence\, whether you’re a small business or a complex\, multi-entity organization. \n\n\n\nDon’t wait for disruption\, plan your move now.\n\n\n\nSecure your spot and take the first step toward a smarter\, cloud-powered finance function
URL:https://www.freelivecpe.com/event/moving-forward-with-cbiz-your-path-to-the-cloud/
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:20260317T130000
DTEND;TZID=America/New_York:20260317T140000
DTSTAMP:20260617T202427
CREATED:20260222T144350Z
LAST-MODIFIED:20260222T144356Z
UID:10010700-1773752400-1773756000@www.freelivecpe.com
SUMMARY:Advertising UBI Uncovered for Not-for-Profits: Identifying and Reporting Advertising Income
DESCRIPTION:This course provides practical guidance for not-for-profit organizations on identifying and reporting income earned from advertising activities. Participants will learn how to distinguish between taxable and non-taxable advertising revenue and properly evaluate potential unrelated business income (UBI). The session addresses common challenges organizations face when assessing advertising arrangements and determining appropriate tax treatment. Attendees will gain a clear framework for evaluating and reporting advertising-related UBI to support accurate tax compliance. \n\n\n\nPresenter\n\n\n\nAriana Jordan\, CPA\, Senior Manager\, CBIZ
URL:https://www.freelivecpe.com/event/advertising-ubi-uncovered-for-not-for-profits-identifying-and-reporting-advertising-income/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260224T130000
DTEND;TZID=America/New_York:20260224T140000
DTSTAMP:20260617T202427
CREATED:20260208T144507Z
LAST-MODIFIED:20260208T144514Z
UID:10010633-1771938000-1771941600@www.freelivecpe.com
SUMMARY:Not-for-Profit Finances for Non-Finance Professionals
DESCRIPTION:Not-for-profit professionals are skilled in delivering services and championing change\, and in pursuit of their mission\, they must also possess an understanding of the organization’s financial well-being. Join us for a discussion of a not-for-profits fiscal responsibilities and an overview of a not-for-profit’s financial statements. We’ll look at a not-for-profit organization’s basic financial statements and supplemental reports as well as the core aspects of the Form 990 and the audit report. \n\n\n\nPresenter\n\n\n\nAdi Rubin\, CPA\, Managing Director\, CBIZ
URL:https://www.freelivecpe.com/event/not-for-profit-finances-for-non-finance-professionals/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260212T140000
DTEND;TZID=America/New_York:20260212T150000
DTSTAMP:20260617T202427
CREATED:20260117T133018Z
LAST-MODIFIED:20260117T133023Z
UID:10010539-1770904800-1770908400@www.freelivecpe.com
SUMMARY:Eye on Washington Quarterly Update: Q4 2025
DESCRIPTION:Stay ahead of the most recent tax developments that may affect your business with our Q4 2025 Eye on Washington webinar. These free\, quarterly webinars cover the latest administrative\, legislative\, and judicial updates emerging from Washington. \n\n\n\nDesigned for CEOs\, CFOs\, financial executives and advisors\, and other interested parties\, the insights shared will help you navigate the complex tax environment. From federal tax reform to IRS guidance\, we’ll provide the most up-to-date information you\, your business\, and your stakeholders need to prepare. \n\n\n\nPresenters\n\n\n\nBill Smith\, National Tax Risk Management Leader\, CBIZNate Smith\, Managing Director\, CBIZMark Baran\, Managing Director\, CBIZ
URL:https://www.freelivecpe.com/event/eye-on-washington-quarterly-update-q4-2025/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260205T130000
DTEND;TZID=America/New_York:20260205T140000
DTSTAMP:20260617T202427
CREATED:20260117T132726Z
LAST-MODIFIED:20260201T185854Z
UID:10010538-1770296400-1770300000@www.freelivecpe.com
SUMMARY:State Sales Tax Considerations for Not-for-Profits and 501(c) Entities
DESCRIPTION:While not-for-profit organizations and other 501(c) entities often enjoy sales tax exemptions when purchasing goods or services for their own use\, those exemptions typically do not extend to sales made to the public. As a result\, transactions like conferences\, educational programs\, digital learning platforms\, and fundraising merchandise sales may be subject to state sales tax. \n\n\n\nJoin CBIZ as we explore state sales tax rules for not-for-profit organizations and other 501(c) entities\, with a particular emphasis on sales made by charities\, educational organizations\, trade associations\, and others. \n\n\n\nWe will discuss how sales tax applies to these activities\, review potential exemptions for sales made to other not-for-profit or 501(c) entities\, and address compliance considerations. The session will provide practical advice on remediating past noncompliance and how to deal with ongoing sales tax compliance so your organization can minimize risk and meet its obligations moving forward. \n\n\n\nPresenters\n\n\n\nJohn Bonk\, Managing Director\, State & Local Tax ServicesAaron Fox\, Managing Director\, Not-for-Profit Tax ServicesZakariya Hussain\, Manager\, State & Local Tax Services
URL:https://www.freelivecpe.com/event/state-sales-tax-considerations-for-not-for-profits-and-501c-entities/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260129T110000
DTEND;TZID=America/New_York:20260129T120000
DTSTAMP:20260617T202427
CREATED:20260110T010354Z
LAST-MODIFIED:20260110T010359Z
UID:10010490-1769684400-1769688000@www.freelivecpe.com
SUMMARY:Key Considerations for Digital Asset Funds in 2026
DESCRIPTION:We’re heading into a pivotal year for digital asset funds\, which means it’s time to lock in your strategy now. \n\n\n\nMarket expectations are rising. Operational demands are increasing. Investor scrutiny is sharpening. For emerging managers\, decisions around structure\, reporting\, and administration matter more than ever. \n\n\n\nJoin the CBIZ Alternative Investment Group’s Emerging Managers Series on January 29 at 11:00 AM PST\, where our experts will break down the key factors changing digital asset funds and deliver an interactive session with practical strategies to successfully launch\, structure\, and manage your fund. \n\n\n\nWhether you’re launching your first fund or scaling an existing platform\, you’ll leave with practical insights and proven guidance to move forward decisively. Register today to save your seat for this webinar and note that CPE credit will be available. \n\n\n\nModerator\n\n\n\nSalman Ali\, CPA\, Managing Director & Practice Leader\, Alternative Investments Group (West Region)\, CBIZ
URL:https://www.freelivecpe.com/event/key-considerations-for-digital-asset-funds-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:20260114T140000
DTEND;TZID=America/New_York:20260114T150000
DTSTAMP:20260617T202427
CREATED:20251226T145306Z
LAST-MODIFIED:20251226T145311Z
UID:10010451-1768399200-1768402800@www.freelivecpe.com
SUMMARY:CBIZ CPAs Insights: Quarterly Accounting and Financial Reporting Briefing Q4 2025
DESCRIPTION:Join us for the CBIZ CPAs Insights: Quarterly Accounting and Financial Reporting Briefing\, a webinar designed to keep you up to date on the latest hot topics\, technical matters\, and current events impacting financial reporting. \n\n\n\nOur professionals will discuss recent developments and updates from key governance bodies\, including the Financial Accounting Standards Board (FASB)\, the American Institute of Certified Public Accountants (AICPA)\, the Securities and Exchange Commission (SEC)\, and others. This informative session will ensure you stay informed and prepared for the evolving landscape of financial reporting. \n\n\n\nCourse Objectives\n\n\n\nAfter completing this course\, you will be able to: \n\n\n\n\nRecall the latest developments and updates from major governance bodies such as FASB\, AICPA\, and SEC.\n\n\n\nSummarize current technical matters and hot topics affecting financial reporting.\n\n\n\nDiscuss the practical implications of recent changes in financial reporting standards on your accounting practices.\n\n\n\n\nSpeakers\n\n\n\nCiro Buttacavoli\, Managing Director\, CBIZ \n\n\n\nMelissa Henry\, Director\, CBIZ
URL:https://www.freelivecpe.com/event/cbiz-cpas-insights-quarterly-accounting-and-financial-reporting-briefing-q4-2025/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251216T140000
DTEND;TZID=America/New_York:20251216T150000
DTSTAMP:20260617T202427
CREATED:20251206T002733Z
LAST-MODIFIED:20251206T002738Z
UID:10010389-1765893600-1765897200@www.freelivecpe.com
SUMMARY:Form 1099 Compliance Essentials: Updates\, IRS Audits\, and Best Practices for Not-for-Profits
DESCRIPTION:This webinar will review key Form 1099 updates\, deadlines\, and reporting requirements. We’ll cover common audit triggers\, such as incomplete records\, outdated procedures\, and W-9 management\, and share best practices for compliance. Discover how to use the IRS TIN matching program\, handle Notice CP2100\, and meet new electronic filing requirements\, helping your not-for-profit stay audit-ready and compliant. \n\n\n\nPresenters\n\n\n\nKristen Cummings\, Managing Director\, CBIZDemi Andrews\, Supervisor\, CBIZ
URL:https://www.freelivecpe.com/event/form-1099-compliance-essentials-updates-irs-audits-and-best-practices-for-not-for-profits/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251211T120000
DTEND;TZID=America/New_York:20251211T140000
DTSTAMP:20260617T202427
CREATED:20251101T120710Z
LAST-MODIFIED:20251101T120715Z
UID:10010145-1765454400-1765461600@www.freelivecpe.com
SUMMARY:Accounting/Regulatory Update and Financial Reporting for Alternative Investment Funds
DESCRIPTION:Join us to learn more about the latest developments affecting financial reporting and taxation of hedge funds\, private equity funds\, investment managers and general partners. \n\n\n\nOur Alternative Investment Group will provide an update on current industry developments\, including new accounting guidance and its incorporation into your financial statements. Find out how new tax rules may affect your investment management firm. Be informed about SEC examination priorities and how to best protect your investment management firm from examination deficiencies. \n\n\n\nTopics\n\n\n\n\nAccounting & Auditing Updates for Investment Funds and Managers\n\n\n\nSEC Update\n\n\n\nRecent SEC Proposals \n\n\n\nSEC Examination Priorities & Risk Alert \n\n\n\nRecent SEC Enforcement Cases\n\n\n\n\nPresenters\n\n\n\nTina Catalina\, Managing Director\, Assurance – CBIZJoanna Conte\, Managing Director\, Assurance – CBIZJohn M. Guerrieri\, Managing Director\, Assurance – CBIZ
URL:https://www.freelivecpe.com/event/accounting-regulatory-update-and-financial-reporting-for-alternative-investment-funds/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251210T130000
DTEND;TZID=America/New_York:20251210T140000
DTSTAMP:20260617T202427
CREATED:20251206T002520Z
LAST-MODIFIED:20251206T002526Z
UID:10010388-1765371600-1765375200@www.freelivecpe.com
SUMMARY:ASC 740: Mastering Year-End Reporting
DESCRIPTION:Join us for an informative webinar to get you ready for the challenges presented by the upcoming year-end financial reporting process. This is your opportunity to be prepared after the adoption of the new income tax disclosure requirements under ASU 2023-09 and the ASC 740 implications of the tax law changes enacted under the One Big Beautiful Bill Act (OBBBA).  \n\n\n\nASC 740 is a critical standard that governs how companies account for and report income taxes in their financial statements. This guidance applies to a wide range of organizations\, including C corporations\, publicly traded companies\, and any other entities required to prepare U.S. GAAP-compliant financial statements. Even privately held companies and multinational businesses can be significantly affected by ASC 740 requirements.  \n\n\n\nWhy Attend?\n\n\n\n\nGain practical insights regarding common complexities and challenges encountered in applying the ASC 740 guidance.\n\n\n\nLearn about how companies are working to adopt the new income tax disclosure requirements under ASU 2023-09 and considerations for your implementation process.\n\n\n\nDevelop a deeper understanding of the ASC 740 implications with regard to OBBBA and how the law changes may impact your year-end financial reporting process.\n\n\n\nHear advice from our ASC 740 experts on recent updates and shared challenges.  \n\n\n\n\nWhether you are a finance leader\, tax professional\, or accounting manager\, this webinar will provide practical insights to strengthen your business’s approach to income tax accounting and financial reporting.  \n\n\n\nSpeakers\n\n\n\nKaty Daiell\, Tax Managing Director – CBIZBrad Jolie\, ASC 740 Practice Co-Leader – CBIZBobby McGuiness\, ASC 740 Practice Co-Leader – CBIZ
URL:https://www.freelivecpe.com/event/asc-740-mastering-year-end-reporting/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251208T120000
DTEND;TZID=America/New_York:20251208T140000
DTSTAMP:20260617T202427
CREATED:20251101T120534Z
LAST-MODIFIED:20251101T120539Z
UID:10010144-1765195200-1765202400@www.freelivecpe.com
SUMMARY:Tax Update for Investment Funds and Managers
DESCRIPTION:Join us to learn more about the latest developments affecting financial reporting and taxation of hedge funds\, private equity funds\, investment managers and general partners. \n\n\n\nOur Alternative Investment Group will provide an update on current industry developments\, including new accounting guidance and its incorporation into your financial statements. Find out how new tax rules may affect your investment management firm. Be informed about SEC examination priorities and how to best protect your investment management firm from examination deficiencies. \n\n\n\nTopics\n\n\n\nWe will discuss tax updates as we prepare for 2026 including: \n\n\n\n\nImportant changes resulting from the OBBBA\n\n\n\nLitigation regarding self-employment tax for limited partners\n\n\n\nAnd more!\n\n\n\n\nPresenters\n\n\n\nScott Costa\, CBIZ Managing Director\, TaxRob Kerr\, CBIZ Managing Director\, TaxDoug McKay\, CBIZ Managing Director\, TaxSam Scherr\, CBIZ Managing Director\, Tax
URL:https://www.freelivecpe.com/event/tax-update-for-investment-funds-and-managers/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251113T130000
DTEND;TZID=America/New_York:20251113T150000
DTSTAMP:20260617T202427
CREATED:20251011T150739Z
LAST-MODIFIED:20251101T120413Z
UID:10010012-1763038800-1763046000@www.freelivecpe.com
SUMMARY:CBIZ 2026 Tax Planning Webinar
DESCRIPTION:As the year draws to a close\, now is the perfect time to get ahead of your tax planning for 2026. Join us for the CBIZ 2026 Tax Planning Webinar\, where our experts will discuss crucial developments – including the latest on tariffs and the One Big Beautiful Bill Act (OBBBA) – that could impact your business and personal finances. \n\n\n\nTopics\n\n\n\n\nStrategies for navigating changing tariff regulations and their tax implications\n\n\n\nTax planning associated with the One Big Beautiful Bill Act\n\n\n\nPractical tips for maximizing year-end tax savings\n\n\n\n\nIn addition\, we are proud to include our keynote speaker\, Charles Rettig\, former commissioner of the Internal Revenue Service\, who will discuss the state of the IRS in the current climate in Washington. \n\n\n\nStay informed about new tax and regulatory changes\, get actionable advice for making smart year-end tax decisions\, and discover strategies to minimize your tax liability and avoid surprises in 2026.
URL:https://www.freelivecpe.com/event/cbiz-2026-tax-planning-webinar/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251029T140000
DTEND;TZID=America/New_York:20251029T150000
DTSTAMP:20260617T202427
CREATED:20251011T150546Z
LAST-MODIFIED:20251011T150553Z
UID:10010011-1761746400-1761750000@www.freelivecpe.com
SUMMARY:Navigating Digital Transformation for Not-for-Profits
DESCRIPTION:Not-for-Profits operate in an increasingly complex environment—from growing financial pressures and workforce constraints to evolving stakeholder expectations—making it essential to find new ways to work efficiently and effectively. Digital transformation can offer a path to greater efficiency\, collaboration\, and impact\, but adopting technology comes with its own set of challenges.  \n\n\n\nThis session will explore how not-for-profits can strategically implement digital tools to streamline operations\, enhance engagement\, and drive mission success. Presenters will discuss best practices for fostering innovation\, managing risks\, and building a roadmap for transformation that aligns with your organization’s mission—and operational realities. Learn how to take a practical\, incremental approach to transformation and walk away with actionable strategies to navigate the digital landscape with confidence.  \n\n\n\nPresenters\n\n\n\nJulie L Jones\, CPA\, Managing Director\, National Not-For-Profit & Education Leader\, CBIZJacquiline Black\, Director – Financial Solutions\, CBIZ
URL:https://www.freelivecpe.com/event/navigating-digital-transformation-for-not-for-profits/
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/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251028T100000
DTEND;TZID=America/New_York:20251028T110000
DTSTAMP:20260617T202427
CREATED:20251011T150134Z
LAST-MODIFIED:20251011T150139Z
UID:10010010-1761645600-1761649200@www.freelivecpe.com
SUMMARY:Federal Single Audit Update
DESCRIPTION:Explore the recent changes to the Federal Single Audit Requirements. This session will provide an overview of the latest developments and discuss how organizations can adapt to meet changing standards and expectations in audit and reporting practices. \n\n\n\nPresenters\n\n\n\nReem Samra\, Director\, CBIZBranden Lopez\, Managing Director\, CBIZ
URL:https://www.freelivecpe.com/event/federal-single-audit-update/
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/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251023T140000
DTEND;TZID=America/New_York:20251023T150000
DTSTAMP:20260617T202427
CREATED:20251011T145942Z
LAST-MODIFIED:20251011T145948Z
UID:10010009-1761228000-1761231600@www.freelivecpe.com
SUMMARY:Alternative Investment Group Webinar Emerging Manager Series: Launching a New Fund in 2025
DESCRIPTION:Launching a new fund is both an exciting and complex journey. Join our panel of seasoned experts as they share practical insights\, legal considerations\, and operational and technology strategies for fund managers preparing to launch in 2025. \n\n\n\nSpeakers\n\n\n\nModerator: \n\n\n\n\nSalman Ali\, CBIZ\, Alternative Investment Group Regional Leader\, West\n\n\n\n\nPanelists: \n\n\n\n\nKevin Cott\, Founder\, Cott Law Group\n\n\n\nDerek Shanahan\, Strategic Partnerships Director\, Juniper Square\n\n\n\nGreg Brushett\, Partner\, New Age Alpha\n\n\n\nRobert Klein\, Director of Customer Success\, Oro Advisors\n\n\n\n\nCourse Objectives\n\n\n\nAfter completing this course\, you will be able to: \n\n\n\n\nIdentify key considerations and trends impacting new funds in 2025\n\n\n\nRecognize legal\, operational and compliance factors relevant to emerging managers\n\n\n\nDiscuss strategies for investor relations and effective fundraising\n\n\n\nOutline next steps funding managers should consider when preparing for launch
URL:https://www.freelivecpe.com/event/alternative-investment-group-webinar-emerging-manager-series-launching-a-new-fund-in-2025/
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/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251023T140000
DTEND;TZID=America/New_York:20251023T150000
DTSTAMP:20260617T202427
CREATED:20251011T145835Z
LAST-MODIFIED:20251011T145842Z
UID:10010008-1761228000-1761231600@www.freelivecpe.com
SUMMARY:Automating Accounts Payable: PHA-Web & Bill Integration
DESCRIPTION:Streamline your accounts payable processes\, reduce manual work\, and improve financial accuracy and control with PHA-Web and Bill functionality now under one roof. Join CBIZ for a webinar covering the integrated PHA-Web and Bill platform\, how it can support your finance team\, and claim CPE credits for participating.   \n\n\n\nThe integration of PHA-Web and Bill opens the door to automation possibilities that can help prevent fraud\, minimize costs\, and support your sustainability and relationship goals. Our speakers will share why integrating PHA-Web and Bill is such a meaningful change for public housing organizations\, and how to make the most of it. \n\n\n\nAttend our webinar and walk away with a better understanding of: \n\n\n\n\nHow automation can support your finance team;\n\n\n\nThe key features and benefits of the PHA-Web and Billing integrated platform; and\n\n\n\nVendor payment\, reporting\, and automation workflows.\n\n\n\n\nCome prepared\, as our presenters will open the floor to attendee questions following their prepared remarks. \n\n\n\nSpeakers\n\n\n\nMichael Guyder\, Managing DirectorVivian Poroj\, Senior Financial Solutions ConsultantJoshua Widener\, Manager\, Intelligent Automation
URL:https://www.freelivecpe.com/event/automating-accounts-payable-pha-web-bill-integration/
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/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251023T100000
DTEND;TZID=America/New_York:20251023T110000
DTSTAMP:20260617T202427
CREATED:20251011T145711Z
LAST-MODIFIED:20251011T145716Z
UID:10010007-1761213600-1761217200@www.freelivecpe.com
SUMMARY:Insights on the One Big Beautiful Bill Act
DESCRIPTION:This session provides an in-depth look at the latest changes introduced by the One Big Beautiful Bill Act\, with a special focus on clarifying the new overtime deduction. Join us as we break down what these updates mean for government entities\, offer practical guidance on compliance\, and share actionable insights to help your organization adapt with confidence. We’ll discuss real-world scenarios and provide resources to ensure you’re prepared for the evolving regulatory landscape. \n\n\n\nPresenter\n\n\n\nDan Hall\, HCM Sales Consultant\, CBIZ
URL:https://www.freelivecpe.com/event/insights-on-the-one-big-beautiful-bill-act/
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/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251022T163000
DTEND;TZID=America/New_York:20251022T173000
DTSTAMP:20260617T202427
CREATED:20251004T143135Z
LAST-MODIFIED:20251004T143141Z
UID:10009957-1761150600-1761154200@www.freelivecpe.com
SUMMARY:Two Sides to Every Coin: How Crypto Conceals and Reveals Fraud Schemes
DESCRIPTION:This session will introduce practitioners to cryptocurrency\, common cryptocurrency fraud schemes\, and effective response strategies. Attendees will explore how the mechanics of cryptocurrency can both enable criminal activity and aid in uncovering it\, examine common fraud tactics and their targets\, and review rising trends in crypto-related crime. The program will also outline practical steps to take when a client falls victim to fraud and demonstrate how collaboration with a forensic accountant and cryptocurrency expert can strengthen legal strategy and improve litigation outcomes. \n\n\n\nPresenters\n\n\n\nVictoria Fife\, Manager\, CBIZ Forensic Consulting GroupAlexander Banzhaf\, Partner\, Tuttle Yick LLP
URL:https://www.freelivecpe.com/event/two-sides-to-every-coin-how-crypto-conceals-and-reveals-fraud-schemes/
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/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251022T152000
DTEND;TZID=America/New_York:20251022T162000
DTSTAMP:20260617T202427
CREATED:20251004T143324Z
LAST-MODIFIED:20251004T143330Z
UID:10009958-1761146400-1761150000@www.freelivecpe.com
SUMMARY:AI Enabled Fraud - Schemes and Risks
DESCRIPTION:This session will explore the emergence of AI use in fraud schemes.  AI can be used to impersonate\, replicate\, and synthetically generate any type of business communications and data.  This type of power will accelerate and enable extreme complexity and opacity in existing fraud schemes and generate new fraud schemes that were not imagined just 10 years ago. \n\n\n\nPresenters\n\n\n\nJason Vogel\, Director\, CBIZ Forensic Consulting GroupAbraham J. Rein\, Chair\, White Collar Defense and Investigations Practice Group Chair\, Data Privacy and Cybersecurity Practice\, Post & Schell P.C
URL:https://www.freelivecpe.com/event/ai-enabled-fraud-schemes-and-risks/
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/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251022T141000
DTEND;TZID=America/New_York:20251022T151000
DTSTAMP:20260617T202427
CREATED:20251011T145202Z
LAST-MODIFIED:20251011T145208Z
UID:10010006-1761142200-1761145800@www.freelivecpe.com
SUMMARY:Understanding the U.S. Department of Justice's New White Collar Enforcement Plan
DESCRIPTION:This session will discuss the recent changes to the U.S. Department of Justice’s White Collar Crime enforcement program\, to include the ten high-impact areas it intends to focus its efforts on\, how they. The session will also address the changes to DOJ’s self-disclosure program which incentivizes corporations to self-disclose and cooperate\, and outlines how corporations can obtain declinations\, as well as non-prosecution agreements (NPA’s).  Finally\, we will examine DOJ’s commitment to efficient investigations and prosecutions\, the use of other regulatory agencies in lieu of monitorships\, and where monitorships are used\, a defined and narrow scope to reduce cost and interference with a company’s business.  \n\n\n\nPresenters\n\n\n\nJay McCormack\, Partner\, VerillJohn Mulvaney\, Managing Director\, White Collar Enforcement\, Investigations and Disputes Practice Leader\, CBIZ Forensic Consulting GroupPatrick J. Queenan\, Shareholder\, Government Investigations and White-Collar Criminal Defense\, Sheehan Phinney
URL:https://www.freelivecpe.com/event/understanding-the-u-s-department-of-justices-new-white-collar-enforcement-plan/
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/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251022T130000
DTEND;TZID=America/New_York:20251022T140000
DTSTAMP:20260617T202427
CREATED:20251011T144954Z
LAST-MODIFIED:20251011T145000Z
UID:10010005-1761138000-1761141600@www.freelivecpe.com
SUMMARY:Calculating Fraud Loss in Criminal Matters
DESCRIPTION:This session will explore calculating a fraud loss in a criminal matter and why it matters at sentencing. Learn factors used in estimating losses and other relevant information to consider in the calculation of the fraud loss. The presenters will offer perspective and insight into case studies on how the calculated fraud loss applied to the sentencing of the defendant.   \n\n\n\nPresenters\n\n\n\nNicole McNeil Donecker\, Senior Manager\, CBIZ Forensic Consulting GroupLisa Mathewson\, Principal – Mathewson Law LLCJeremy Gonzalez Ibrahim
URL:https://www.freelivecpe.com/event/calculating-fraud-loss-in-criminal-matters/
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/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
END:VCALENDAR