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DTSTART;TZID=America/New_York:20250429T130000
DTEND;TZID=America/New_York:20250429T140000
DTSTAMP:20250419T211001Z
CREATED:20250419T210956Z
LAST-MODIFIED:20250419T211001Z
UID:10009106-1745931600-1745935200@www.freelivecpe.com
SUMMARY:Your Cloud ERP Journey: Crafting a Migration Roadmap for Success
DESCRIPTION:Overview\n\n\n\nAre your legacy systems limiting your ability to fully harness the power of cloud computing? \n\n\n\nJoin CBIZ for an insightful session where we’ll deep dive into the essential steps for evaluating your existing systems and determining their suitability for cloud migration. Our professionals will also guide you through a roadmap for planning a successful ERP migration to the cloud. \n\n\n\nWhether you’re just beginning your ERP migration journey or looking to optimize your current strategy\, this session will equip you with the insights and practical tools you need for a seamless transition to a cloud ERP system. \n\n\n\nKey Takeaways\n\n\n\n\nEvaluation of Existing Legacy Systems\n\n\n\nIdentifying Components Suitable for Migration\n\n\n\nReadiness Assessment Techniques\n\n\n\nSteps to Create a Migration Plan\n\n\n\nKey Milestones & Timelines\n\n\n\nRisk Management & Mitigation Strategies\n\n\n\n\nIf you require a reasonable accommodation to participate in this event\, please email abilities@cbiz.com or call (816) 841-4025. \n\n\n\nDisclaimer\n\n\n\nWe may be unable to offer CPE certificates to those who log into the webinar using: \n\n\n\n\nGoToWebinar Instant Join\n\n\n\niPads or mobile devices (unless using the Citrix mobile app for GoToWebinar)\n\n\n\n\nIf you’d like the opportunity to earn a CPE certificate\, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report.
URL:https://www.freelivecpe.com/event/your-cloud-erp-journey-crafting-a-migration-roadmap-for-success/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250423T150000
DTEND;TZID=America/New_York:20250423T160000
DTSTAMP:20250419T210828Z
CREATED:20250419T210650Z
LAST-MODIFIED:20250419T210828Z
UID:10009105-1745420400-1745424000@www.freelivecpe.com
SUMMARY:Quarterly Accounting & Financial Reporting Briefing Q1 2025
DESCRIPTION:The financial reporting landscape is constantly evolving—let’s make sure you’re informed and prepared! \n\n\n\nJoin us for 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. \n\n\n\nCourse Objectives\n\n\n\nAfter completing this course\, you’ll 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 trending 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\nAdditional Details\n\n\n\n\nCPE: This webinar is eligible for up to 1.2 CPE credit in Accounting.\n\n\n\nPrerequisites: None\n\n\n\nAdvance Preparation: None\n\n\n\nProgram Level: Overview\n\n\n\nDelivery Method: Group Internet-based\n\n\n\n\nIf you require a reasonable accommodation to participate in this event\, please email abilities@cbiz.com or call (816)841-4025. \n\n\n\nDisclaimer: We may be unable to offer CPE certificates to those who log into the webinar using: \n\n\n\n\nGoToWebinar Instant Join\n\n\n\niPads or mobile devices (unless using the Citrix mobile app for GoToWebinar)\n\n\n\n\nIf you’d like the opportunity to earn a CPE certificate\, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report. \n\n\n\nDon’t miss this opportunity to stay informed and ready for what’s next in financial reporting!
URL:https://www.freelivecpe.com/event/quarterly-accounting-financial-reporting-briefing-q1-2025/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T140000
DTEND;TZID=America/New_York:20250326T150000
DTSTAMP:20250308T135237Z
CREATED:20250308T135228Z
LAST-MODIFIED:20250308T135237Z
UID:10008923-1742997600-1743001200@www.freelivecpe.com
SUMMARY:Navigating Secure 2.0: Key Insights and Implementation Updates
DESCRIPTION:This webinar will review what you need to know about the Secure Act 2.0 implementation and get the latest updates to the original law\, as well as understanding audit implications with the new law. \n\n\n\nLearning Objectives\n\n\n\nAt the end of this course\, the attendee will be able to: \n\n\n\n\nInterpret the key elements and implementation details of the Secure Act 2.0\, including the latest updates to the original law.\n\n\n\nIdentify the audit implications associated with the new Secure Act 2.0 provisions and learn how to effectively manage compliance.\n\n\n\n\nPresenters:\n\n\n\n\nEric Glantz\, CPA\, Managing Director and Shareholder\, Assurance Services\, CBIZ CPAs P.C.\n\n\n\nKaren Roberts\, CEBS\, QKA\, TGPC\, Director\, Client Consulting\, CBIZ Investment Advisory Services\, LLC\n\n\n\n\nAdditional Details:\n\n\n\nRecommended CPE: This session is eligible for 1.0 CPE credit in Specialized KnowledgeField of Study: Specialized KnowledgeDelivery Method: Group Internet BasedProgram Level: OverviewPrerequisites: NoneAdvanced Preparation: None \n\n\n\n*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.  \n\n\n\nFor more information regarding complaint and program cancellation policies\, please contact our offices at (216) 447-9000.
URL:https://www.freelivecpe.com/event/navigating-secure-2-0-key-insights-and-implementation-updates/
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:20250227T140000
DTEND;TZID=America/New_York:20250227T150000
DTSTAMP:20250125T001055Z
CREATED:20250125T001027Z
LAST-MODIFIED:20250125T001055Z
UID:10008703-1740664800-1740668400@www.freelivecpe.com
SUMMARY:Decoding the 2024 SOC Benchmark Report: Key Risk Insights and Preparing for 2025
DESCRIPTION:Discover the insights you need to strengthen your third-party risk management strategy with your 2024 SOC Benchmark Study. This comprehensive report is designed to help you evaluate your SOC program or assess that of your service providers\, equipping you with actionable data to make informed decisions. \n\n\n\nThis year’s expanded study analyzed 193 SOC reports and introduced new benchmarks\, such as the average number of Complementary User Entity Controls (CUEC) and Complementary Subservice Organization Controls (CSOC). These insights\, along with year-over-year comparisons\, provide a clear view of key trends in the SOC landscape\, helping you stay ahead in a complex risk environment. \n\n\n\nWhat’s in Store for You:\n\n\n\n\nDive into the most common areas where control failures and report qualifications lurk \n\n\n\nUncover the average number of controls within a report and benchmark your organization’s performance against industry standards \n\n\n\nUnveil hidden messages and insights in SOC reports beyond the obvious\n\n\n\n\nCourse Objectives:\n\n\n\nAfter completing this course you will be able to: \n\n\n\n\nAssess how your SOC program rates versus peers  \n\n\n\nIdentify opportunities to enhance your SOC program\n\n\n\nLearn ways to reduce common control failures and report qualifications\n\n\n\n\nOther Webinar Details:\n\n\n\n\nCPE: Eligible for up to 1.2 CPE credits in Specialized Knowledge.\n\n\n\nPrerequisites: None\n\n\n\nAdvance Preparation: None\n\n\n\nProgram Level: Basic\n\n\n\nDelivery Method: Group Internet-based\n\n\n\n\nIf you require a reasonable accommodation in order to participate in this event\, please email abilities@cbiz.com or call (816)841-4025.
URL:https://www.freelivecpe.com/event/decoding-the-2024-soc-benchmark-report-key-risk-insights-and-preparing-for-2025/
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:20250123T120000
DTEND;TZID=America/New_York:20250123T133000
DTSTAMP:20250111T154609Z
CREATED:20250111T154559Z
LAST-MODIFIED:20250111T154609Z
UID:10008644-1737633600-1737639000@www.freelivecpe.com
SUMMARY:Excellence Redefined: Empower Not-for-Profits to Thrive in 2025
DESCRIPTION:Join CBIZ for a not-for-profit webinar to equip yourself with the knowledge and tools not-for-profits need to excel in the evolving financial landscape in 2025. Our featured speaker\, William Jarvis\, a philanthropic executive at Bank of America\, will review key insights from Bank of America’s Study of Philanthropy Report\, highlighting important current and industry trends not-for-profit leaders should know. \n\n\n\nCourse Objectives:\n\n\n\nAfter completing this course you will be able to: \n\n\n\n\nEvaluate current industry trends and predictions for 2025\, including their impact on financial decision-making  \n\n\n\nStrategically plan and develop practical solutions for the upcoming year to maximize efficiency \n\n\n\nUnderstand how to apply key insights from Bank of America’s philanthropy report to their future business plans \n\n\n\n\nOther Webinar Details:\n\n\n\n\nCPE: This webinar is eligible for up to 1.8 Specialized Knowledge CPE credits. \n\n\n\nPrerequisites: Attendees should have a minimum of 6 months of experience in the accounting industry and some experience with not-for-profits\n\n\n\nAdvance Preparation: None\n\n\n\nProgram Level: Update\n\n\n\n\nUpon registration\, you will receive a confirmation email with your link to join the session. DO NOT SHARE THIS LINK WITH OTHERS AS IT IS UNIQUE TO YOU. Sharing the join link with others may prevent you from receiving CPE credit for attending the session. \n\n\n\nIf you require a reasonable accommodation in order to participate in this event\, please email abilities@cbiz.com or call (816)841-4025.
URL:https://www.freelivecpe.com/event/excellence-redefined-empower-not-for-profits-to-thrive-in-2025/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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DTSTART;TZID=America/New_York:20250115T140000
DTEND;TZID=America/New_York:20250115T150000
DTSTAMP:20241214T133306Z
CREATED:20241214T133300Z
LAST-MODIFIED:20241214T133306Z
UID:10008545-1736949600-1736953200@www.freelivecpe.com
SUMMARY:Eye on Washington Quarterly Update Q4 2024
DESCRIPTION:Administrative\, legislative and judicial updates emerge from Washington each quarter that may affect your business. Our free\, quarterly webinars provide insight to help prepare you for the tax developments of the most interest to you\, your business and your stakeholders. \n\n\n\nOur Eye on Washington webinars assist CEOs\, CFOs\, financial executives and advisors\, and other interested parties in navigating the complex tax environment. From federal tax reform to IRS guidance\, topics covered will provide the up-to-date information you need to help you plan for the future. \n\n\n\nCourse Objectives:\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 recent legislative updates\, including recently enacted or proposed tax legislation\n\n\n\nExplain how the most relevant tax case appellate and trial level decisions may affect your business\n\n\n\n\nOther Webinar Details:\n\n\n\n\nCPE: This webinar is eligible for 1.2 CPE credits in Tax.\n\n\n\nPrerequisites: None\n\n\n\nAdvance Preparation: None\n\n\n\nProgram Level: Basic\n\n\n\nDelivery Method: Group Internet-based\n\n\n\n\nIf you require a reasonable accommodation in order to participate in this event\, please email abilities@cbiz.com or call (816)841-4025.
URL:https://www.freelivecpe.com/event/eye-on-washington-quarterly-update-q4-2024/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250114T120000
DTEND;TZID=America/New_York:20250114T133000
DTSTAMP:20241214T133107Z
CREATED:20241214T133058Z
LAST-MODIFIED:20241214T133107Z
UID:10008544-1736856000-1736861400@www.freelivecpe.com
SUMMARY:Fourth Quarter Accounting and Financial Reporting Issues Update 2024
DESCRIPTION:This quarterly webinar will bring you up-to-date on hot topics\, technical matters and current events that affect financial reporting. \n\n\n\nProfessionals from CBIZ and CBIZ CPAs will discuss recent happenings at the Financial Accounting Standards Board (FASB)\, American Institute of Certified Public Accountants (AICPA)\, Securities and Exchange Commission (SEC)\, Public Company Accounting Oversight Board (PCAOB) and other relevant governance bodies. \n\n\n\nCourse Objectives:\n\n\n\nAfter completing this course you will be able to: \n\n\n\n\nName accounting standards that are effective for upcoming reporting periods  \n\n\n\nDiscuss the current events at various regulatory bodies\, including final and proposed standards  \n\n\n\nList other current events affecting financial reporting  \n\n\n\n\nOther Webinar Details:\n\n\n\n\nCPE: This webinar is eligible for up to 1.8 CPE credits in Accounting.\n\n\n\nPrerequisites: None\n\n\n\nAdvance Preparation: None\n\n\n\nProgram Level: Overview\n\n\n\nDelivery Method: Group Internet-based\n\n\n\n\nIf you require a reasonable accommodation in order to participate in this event\, please email abilities@cbiz.com or call (816)841-4025.
URL:https://www.freelivecpe.com/event/fourth-quarter-accounting-and-financial-reporting-issues-update-2024/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241119T113000
DTEND;TZID=America/New_York:20241119T133000
DTSTAMP:20241109T155519Z
CREATED:20241109T155511Z
LAST-MODIFIED:20241109T155519Z
UID:10008390-1732015800-1732023000@www.freelivecpe.com
SUMMARY:2025 Tax Strategies: Insights\, Forecasts & the Election’s Impact on Planning
DESCRIPTION:The outcome of the November election will shape the legislative agenda and U.S. economic policy for 2025 and well into the future. Join CBIZ for an insightful roundtable discussion on the outcome of the U.S. presidential race and the balance of power in Congress. \n\n\n\nA keynote speaker and CBIZ tax professionals will discuss the election results\, their effect on critical tax planning strategies and additional tax updates. Whether you’re an individual taxpayer\, business owner or tax professional\, this roundtable will equip you with the knowledge and confidence to make informed decisions\, helping you efficiently navigate the complexities of 2025 tax planning. \n\n\n\nKey topics will include: \n\n\n\n\nUnderstanding election outcomes and their impact on potential 2025 tax law changes\n\n\n\nOptimize tax planning – identifying tax-efficient strategies to maximize deductions and credits and minimize AGI\n\n\n\nAnticipating and planning for the sunsetting of key Tax Cuts and Jobs Act (TCJA) provisions\n\n\n\nEffective estate and gift planning\n\n\n\nQ&A with tax pros\n\n\n\n\nSpeakers:\n\n\n\n\nDavid Levi – Tax Managing Director\n\n\n\nBill Smith – Managing Director\, National Tax Office\n\n\n\nNaomi Ganoe – Tax Managing Director\n\n\n\nAndrew Finkle\, Tax Managing Director\, National Tax Office\n\n\n\nJo Anna Fellon\, Tax Managing Director\, Private Client Services\n\n\n\nEd Reitmeyer\, Tax Managing Director\, Business Services (moderator)\n\n\n\n\nSpecial Keynote Address:\n\n\n\nAndrew Duehren\, Tax Policy Reporter\, New York TimesAndrew Duehren follows the decisions policymakers in Washington make about taxes – laws passed in Congress and rules set by the IRS. He also explores how taxes shape behavior across the economy. \n\n\n\nCourse Objectives\n\n\n\nAfter completing this course\, you will be able to: \n\n\n\n\nMaster 2025 tax law changes\, understanding their current and future impact\n\n\n\nLeverage individuals’ year-end tax planning strategies\n\n\n\nIdentify business year-end tax planning strategies\n\n\n\nConduct estate and gift planning\n\n\n\nIdentify 2025 sunsetting terms – future tax planning opportunities\n\n\n\n\nOther Webinar Details:\n\n\n\n\nCPE: This roundtable is eligible for 2.4 CPE credits in Tax\n\n\n\nPrerequisites: None\n\n\n\nAdvance Preparation: None\n\n\n\nProgram Level: Overview – Professionals at all organization levels\n\n\n\nDelivery Method: Group Internet-base\n\n\n\n\nIf you require a reasonable accommodation in order to participate in this event\, please email abilities@cbiz.com or call (816)841-4025.
URL:https://www.freelivecpe.com/event/2025-tax-strategies-insights-forecasts-the-elections-impact-on-planning/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240502T140000
DTEND;TZID=America/New_York:20240502T150000
DTSTAMP:20240316T135616Z
CREATED:20240316T135510Z
LAST-MODIFIED:20240316T135616Z
UID:10007197-1714658400-1714662000@www.freelivecpe.com
SUMMARY:Navigating Pillar Two Implementation: Challenges for Midsize Multinational Companies
DESCRIPTION:As tax laws evolve and global tax structures face increased scrutiny\, Pillar Two has become a focal point for multinational companies aiming to align their tax practices with international standards. \n\n\n\nJoin CBIZ for a one-hour virtual forum that will provide a collaborative platform for tax executive leaders to delve into the common pain points\, software solutions and practical solutions associated with Pillar Two implementation. \n\n\n\nThis virtual forum will be moderated by Chief Growth Officer Randy Thorne and include the following international tax and transfer pricing experts: \n\n\n\n\nJan Smallenbroek\, Managing Director\, National Leader International Tax and Transfer Pricing\n\n\n\nDon Reiser\, Managing Director\, member of leadership team International Tax and Transfer Pricing\n\n\n\nAdrien Luther\, Director\, Innovation and Tax Technology\n\n\n\n\nCourse Objectives\n\n\n\nAfter completing this course you will be able to: \n\n\n\n\nUnderstand common pain points with Pillar Two implementation\n\n\n\nEvaluate technology challenges and consider possible solutions\n\n\n\nUnderstand how to proactively mitigate operational disruptions\n\n\n\n\nOther Webinar Information\n\n\n\n\nCPE: This webinar is eligible for 1.2 Tax CPE credits.\n\n\n\nProgram Level: Basic\n\n\n\nPrerequisites: None\n\n\n\nAdvance Preparation: None
URL:https://www.freelivecpe.com/event/navigating-pillar-two-implementation-challenges-for-midsize-multinational-companies/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240501T110000
DTEND;TZID=America/New_York:20240501T120000
DTSTAMP:20240330T141514Z
CREATED:20240330T141506Z
LAST-MODIFIED:20240330T141514Z
UID:10007254-1714561200-1714564800@www.freelivecpe.com
SUMMARY:Communicate Your Mission Effectively Through Financial Reporting
DESCRIPTION:CBIZ Marks Paneth and MHM invite you to join us for our third seminar in the Future Ready Not-for-Profit series. The topics are designed to help not-for-profit executives navigate the dynamic challenges of leading their organizations. \n\n\n\nHear from our panel of esteemed industry experts featuring: \n\n\n\n\nJessica Cavagnero\, Program Officer\, Endless\n\n\n\nCaroline Croen\, Chief Financial Officer\, The WNET Group\n\n\n\nCorinne Hammons\, President and Chief Executive Officer\, Little Flower Children and Family Services of New York\n\n\n\n\nThe discussion will be led by CBIZ Marks Paneth Managing Director Matthew Estersohn\, who advises clients on topics including operating efficiencies and best practices\, internal controls and financial reporting. \n\n\n\nWe’ll explore: \n\n\n\n\nThe different strategies organizations can take to effectively communicate their mission through financial reporting\n\n\n\nHow boards\, committees\, grantors and supporters use financial statements and what is most important to them in evaluating a not-for-profit’s performance\n\n\n\nHow to communicate financial information more effectively and how to tell your financial story to your stakeholders\n\n\n\n\nRegister to join us today! \n\n\n\nCourse Objectives\n\n\n\n\nUnderstand the role financial reporting plays in the evaluation of a not-for-profit’s performance\n\n\n\nLearn which financial reporting information is key to evaluating a not-for-profit’s performance\n\n\n\nEvaluate different strategies organizations can take to communicate their message through financial reporting\n\n\n\nUnderstand how financial reporting can improve an organization’s ability to clearly communicate to their stakeholders and communities\n\n\n\n\nOther Webinar Information\n\n\n\n\nCPE: This webinar is eligible for 1.2 CPE credits\n\n\n\nProgram Level: Basic\n\n\n\nPrerequisites: None\n\n\n\nAdvance Preparation: None\n\n\n\n\nAttendees must be present at all sessions\, and partial credits will not be awarded. \n\n\n\nUpcoming Future Ready Not-for-Profit Series \n\n\n\nSeptember 2024 – Optimizing Human Resources and Health Insurance Benefits
URL:https://www.freelivecpe.com/event/communicate-your-mission-effectively-through-financial-reporting/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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