• TCJA Sunset — Take Action Now

    Free Live CPE Webinars New York, NY, United States

    The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant changes to the federal tax code, affecting both individuals and businesses. However, many of these changes are set to expire or “sunset” after 2025, unless Congress extends them or enacts new legislation. What does this mean for you and your business? How can you...

    Free
  • Ethics for Financial Institutions

    Free Live CPE Webinars New York, NY, United States

    Join us for this complimentary CPE session as we explore various concepts within the study of Behavioral Ethics through an introduction of the concept, as well as how it impacts daily life and ethics in business.   Through real-world examples in the financial services industry, we will explore the continuing need for awareness of ethical considerations in decision-making...

    Free
  • Finish Strong — Year-End Operations Strategies

    Free Live CPE Webinars New York, NY, United States

    As the year draws to a close, many organizations face a myriad of challenges that can significantly impact their financial health and operational efficiency. Attend our complimentary webinar to learn how to integrate tax planning, operational strategies, personnel planning, budgeting, and forecasting into your year-end strategic planning so you can finish the year strong and...

    Free
  • Unlock the Power of Data for Your Nonprofit: Transform Insights into Impact

    Free Live CPE Webinars New York, NY, United States

    Are you ready to transform your nonprofit’s data into powerful insights to drive mission success? Whether you’re pedaling uphill through fragmented systems and spreadsheets, coasting along using centralized databases and campaigns, or aspiring to lead with cutting-edge data analytics, this webinar is your gateway to harnessing data for strategic impact. Join us for a complimentary webinar to...

    Free
  • Year-End Tax Planning — Don’t Leave Money on the Table

    Free Live CPE Webinars New York, NY, United States

    Given the uncertain tax environment this year, your tax plan may need substantial changes. Join our complimentary webinar to learn how taking a proactive approach to year-end tax planning can help you make strategic decisions for financial success. At the end of this session, you will be able to: Please register by November 11, 2024. CPE Recommended CPE: 1...

    Free
  • Financial Services Trends and Insights — Q4 2024

    Free Live CPE Webinars New York, NY, United States

    Keep abreast of the latest developments in the financial services industry to help your organization spot opportunities, drive innovation and growth, and secure a competitive edge.  In this complimentary webinar, we’ll delve into risks associated with compliance, credit, and cybersecurity — and discuss actionable strategies for financial services organizations to consider. At the end of this session,...

    Free
  • Enhancing and Elevating Retirement Plans: Key Updates and Inclusive Strategies

    Free Live CPE Webinars New York, NY, United States

    Join us for an engaging complimentary webinar where we’ll explore the latest updates in retirement plan management. Our speakers will cover key aspects of the SECURE Act 2.0, effective use of plan forfeitures, strategies to boost employee engagement, and the importance of diversity, equity, and inclusion in plan management. Don’t miss this opportunity to enhance your knowledge...

    Free
  • Implications of Behavioral Ethics – December 12

    Free Live CPE Webinars New York, NY, United States

    Join us for a complimentary CPE session as we explore various concepts within behavioral ethics including what it means as well as how it impacts daily life and ethics in business.  Through real-world examples, we will explore the continuing need for awareness of ethical considerations in decision-making and how incremental changes in behavior can impact...

    Free
  • Unlock the Full Potential of Financial Reporting in Sage Intacct

    Free Live CPE Webinars New York, NY, United States

    Join us for an insightful webinar designed to help you harness the full power of financial reporting in Sage Intacct. Whether you’re a seasoned user or new to the platform, this session will provide valuable tips and strategies to elevate your financial reporting capabilities. Learning Objectives At the end of this session, you will be...

    Free
  • 2025 Audit and Tax Update for Nonprofits

    Free Live CPE Webinars New York, NY, United States

    Join our live complimentary webinar on current tax and accounting updates related to nonprofit organizations. This session will provide an overview of what to prepare for in the new year. At the end of this session, you will be able to: Who should attend This session is designed for finance teams, management, executives, and board members of nonprofit...

    Free