Communicate Your Mission Effectively Through Financial Reporting

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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. Hear from our panel of esteemed industry experts featuring: The discussion will be led by CBIZ Marks Paneth Managing...

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Trust Survey Insights that Boost Your Bottom Line

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Trust improves the bottom line – but it’s increasingly difficult to earn. That’s the consensus of nearly all executives who responded to PwC’s 2024 Trust Survey. The new data also reveal striking trust gaps: The good news? The opportunity to drive business impact by earning trust has never been greater. On May 1, our panel...

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GenAI in financial services: delivering the workforce promise

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Generative AI (GenAI) is revolutionizing all functions, presenting unique opportunities and challenges for the financial services workforce from attracting, retaining and upskilling talent in the short term to fundamentally rethinking the workforce in the long term. Join us for an engaging discussion on key strategies to optimize the benefits from your GenAI investments through effective workforce...

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Salesforce Sales Cloud vs. Service Cloud: Finding What Fits

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Join us for an informative webinar, where we'll compare Salesforce Sales Cloud and Service Cloud solutions. Whether you're looking to improve sales processes or customer service, this webinar can help you determine which product is the best fit for your unique business needs. We'll discuss real-world examples of how companies leverage Sales Cloud to improve...

Free

2024 Not-for-Profit Speaker Series

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Overview We are again hosting our dynamic speaker series to meet you where you are and provide quality, industry-specific CPE at convenient times, all free of charge. We are confident that the wide range of topics and access to industry speakers will provide not-for-profit leaders with the tools necessary to embrace a mindset of continuous...

Free

Mandatory climate reporting is here: Now what?

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Event overview Navigating climate reporting regulations On March 6, 2024, The U.S. Securities and Exchange Commission (SEC) adopted a final rule that will require climate-related disclosures in registrants’ annual reports and registration statements. The SEC’s action comes on the heels of similar regulatory steps in the European Union (Corporate Non-Financial Reporting Directive and its subsequent...

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Tax Implications of Chapter 11 Bankruptcy Filing for Individuals

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IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements. During this webinar...

Free

Designing and Integrating Your HR and Talent Acquisition Strategic Blueprint

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This complimentary webinar aims to equip participants with knowledge and skills needed to develop and implement a cohesive strategic blueprint for human resources (HR) and talent acquisition (TA). By exploring the alignment of these functions with broader organizational objectives and delving into practical strategies for integrations, attendees can gain valuable insights into enhancing workforce planning and recruitment...

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EYE ON WASHINGTON QUARTERLY UPDATE Q1 2024

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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. Our Eye on Washington webinars assist CEOs, CFOs, financial executives and advisors, and other interested...

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The SOXification of ESG – Internal Controls Considerations for Final SEC Climate Rules

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Webcast overview Join us for the next installment of our Future of SOX webcast series as we continue the ESG internal control conversation, specially focusing on the implications of the SEC’s final climate disclosure rules.  Our discussion will include an overview of the final rules followed by a deep dive into the governance and internal...

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Critical insights into the IPO journey: Essential strategies for finance leaders

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Event overview Join us for an enlightening session with an economic update, providing insights into the current state of the markets and how they may affect your initial public offering (IPO) strategy. This webcast will delve into critical aspects of the IPO process, addressing both challenges and opportunities, and provide actionable advice to ensure a...

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Evaluating supervisory actions in bank-fintech partnerships

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Event details The worlds of banking as a service (BaaS) and bank-fintech partnerships are under the regulatory microscope. Themes and patterns emerging in supervisory actions, both public and private, point toward greater emphasis needed on risk management and compliance. In this installment of our “The Future of Fintech” webinar series, we will discuss patterns in...

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PCAOB: Controls, Inspections & the Impact on External Audit

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Refining your Sarbanes-Oxley Act (SOX) program is essential in helping organizations align with evolving technology and the auditing standards of the Public Company Accounting Oversight Board (PCAOB). Organizations that follow auditor guidance can enhance processes within management and identify areas of opportunity to manage identified risks.Join us for our webcast, PCAOB: Controls, Inspections & the Impact...

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Navigating Pillar Two Implementation: Challenges for Midsize Multinational Companies

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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. Join 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...

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Nonprofits & Digital Transformation: Why the Time to Start Is Now

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There comes a time in every organization when a change in technology is necessary. Although new technology can significantly improve the operations of any organization, it's not always a silver bullet to fix everything, but it can open up a world of exciting possibilities. Proper planning is essential for a smooth transition, whether it's general...

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Engaging an Inspired Audit Team

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Description:  Return to work, the great resignation, quiet quitting, agile resourcing, upskilling — there is no shortage of talent themes and buzzwords keeping people leaders and HR business partners on their toes. These challenges impact how companies operate, how audit engagements are executed, and how audit plans are completed. Audit leaders are uniquely positioned to...

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Maximizing Manufacturing Opportunities with Clean Energy Refundable Tax Credits

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The Inflation Reduction Act of 2022 (“IRA”) became law on August 16, 2022.The deficit reduction bill invests $369 billion in energy security and climate change programs. By offering financial benefits to manufacturers, and organizations that embrace environmentally friendly technologies, clean energy tax credits stimulate economic growth and job creation. Join This Webinar To:

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Capital freedom: Exploration of 2023 working capital trends

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In the emerging artificial intelligence (AI) policy landscape, regulating the use of AI in health care and life sciences is one of the highest priorities as the use of AI in health care carries risk. During this webcast, we’ll discuss:

Free

Is Your Business Prepared for the EU AI Act: Internal Audit’s Critical Role

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Description:  With the passage of the EU’s AI Act — which has been likened to the GDPR for artificial intelligence —  it is essential for businesses to address the impact of AI on their future strategies and operational frameworks. Internal auditors must understand the effects of such rapid technological advancement on their companies’ risk landscape...

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Planning Ahead: Making Year-End Closing in NetSuite a Breeze

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Join us for an informative webinar, where we'll provide tips and best practices for streamlining your year-end closing in NetSuite. Closing out the books at fiscal year-end can be demanding, but it doesn't have to be stressful with NetSuite. Attending this live webinar can give you actionable insights to help simplify tasks like managing consolidations,...

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Digital Assets Fact or Fiction: Dispelling Common Myths

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Bitcoin and other cryptocurrencies have reached new, all-time high price points in 2024, yet they remain mysterious and misunderstood. Common myths around cryptocurrency, such as cryptocurrency having no value, cryptocurrency only being used by criminals, and cryptocurrency being bad for the environment, only add to the confusion. Join us for an informative webinar as our...

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Adjusting historical data under CECL: Thinking differently about qualitative data factors

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The CECL standard requires institutions to consider adjusting their historical dataset due to a range of potential qualitative and quantitative factors. Equip your institution with the knowledge to analyze your dataset, consider qualitative and quantitative factors as well as document adjustments. Baker Tilly’s CECL professionals Ivan Cilik and Sean Statz are excited to host ARCSys...

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What to Know About 280G Golden Parachute and When It Applies

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When a company is looking to undergo a transaction that could constitute a change in control, compensating management can be an important factor, and Internal Revenue Code (IRC) Section 280G can cause unintended consequences for both management and the company.Join us, for our webcast, What to Know About 280G Golden Parachute and When It Applies, to...

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The IPO Journey — What You Need to Know

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The IPO Journey — What You Need to Know Join our two-part IPO webinar series exploring the public company readiness and IPO journey. Hosted by industry experts from Protiviti and DLA Piper, this webinar offers invaluable insights into each phase of the IPO journey, from initial preparation to post-closing obligations. Register now to equip yourself...

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Medicare Regulatory Update: 2025 IPPS Proposed Rule

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The fiscal year 2025 Inpatient Prospective Payment System (IPPS) proposed rule introduces key changes that could impact your organization’s Medicare reimbursement.Join us for our webcast, Medicare Regulatory Update: 2025 IPPS Proposed Rule. We’ll discuss the latest updates for hospitals, including proposed changes and how you can help your organization prepare. We’ll also cover related topics, including:

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Mastering Contract Negotiations: Operational & Financial Perspectives

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Course Description In the dynamic landscape of business, the ability to negotiate contracts effectively is paramount. Whether you’re an accountant or a finance professional, understanding the significance, processes, and strategies of contract negotiation can make all the difference in operational efficiency and financial success. Join us for an insightful webinar where we delve into the...

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GASB-101 and GASB-103

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Event Overview This course will review two of the Governmental Accounting Standards Board (GASB)’s newest pronouncements related to compensated absences and the improvements made to the financial reporting model for state and local governments. Join us to learn how these will impact your government and how to appropriately implement the pronouncements. Learning Objectives

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How a Shifting Economy Impacts Fraudulent Behavior

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Like the economy, fraudulent behavior can be unpredictable at times. Having the foresight to know when and where fraudulent behavior can appear potentially is critical. Join us for the first session of the 2024 Spring Forensics Institute as we outline what to expect regarding fraudulent behavior when the economy shifts. Learning Objectives Upon completion of...

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Capturing value from AI in business and health

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Many health care organizations are excited about the potential of Generative AI to help solve their greatest challenges including workforce shortages, patient experience, clinical innovation, new revenue models, data readiness, and use case prioritization. We’ll discuss:

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SOC Reporting for Healthcare Organizations

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System and Organization Controls reports (SOC) reports are critical tools in evaluating and understanding internal controls for both organizations that service other organizations and those that are being provided a service. Attend this webinar to: In addition, this session will identify the types of healthcare organizations that would benefit from obtaining a SOC report themselves,...

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EY 2024 Registered Funds Seminar

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Join us for Part 1 on May 8 and Part 2 on May 9, from 12:00 - 1:30 pm ET. Register for the full event through the button below. How can the registered funds industry be versatile in an unpredictable landscape? Despite today’s focus on long-established profitability pressures and increasing competition, the registered funds industry...

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TAX REDUCTION WITH CLEAN ENERGY CREDITS: OPPORTUNITIES AND RISKS

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The Details The Inflation Reduction Act of 2022 introduced new ways that corporations can make sustainable investments while receiving financial benefits. Join our webinar where our professionals will dive into various investment opportunities in clean energy. During this lively panel discussion, we will cover topics such as: We want to hear from you: Please submit any...

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The Need for Business Planning & Analysis in Your Finance Department

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Event Overview In ever-changing and uncertain market conditions, it is essential for business leaders to arm themselves with reliable financial models and cash management plans. Smart business decisions rely on access to key information — from effective budgeting, forecasting, and variance analysis to performance monitoring and real-time financial reporting. Through an effective business planning and...

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MASTERING THE BASICS: AN INTRODUCTION TO FEDERAL AWARDS AND GRANTS

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OVERVIEW During this session, you will be guided through the core aspects of recognizing and accounting for federal awards. Our presenter will provide you with the necessary knowledge to identify what constitutes a federal grant, distinguish between allowable and unallowable costs, and understand the key principles to ensure compliance and proper management of awarded funds....

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GenAI for finance: Practical steps to get started

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In 2023, many organizations learned about Generative Artificial Intelligence (GenAI) and its role in the finance technology landscape. While many finance leaders started pilots and developed their AI strategy, they also found a solution gap—a mismatch between GenAI’s capabilities and “ready to use” applications for finance. In 2024, the solution gap is closing fast and...

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NIST 2.0: Internal audit’s role in cybersecurity program initiatives

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Event description The NIST Cybersecurity Framework (CSF) is one of the most widely adopted cybersecurity standards designed to help manage cybersecurity risks. Since its first release in 2014, the framework has been updated to incorporate public comments over the years that make it widely applicable with an emphasis on governance and supply chains. In addition...

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Using Power Automate to Provide More “Power” to Power BI

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Join us for an informative webinar, where we'll demonstrate how integrating Power BI and Power Automate can automate and enhance your reporting processes. We'll show you how these powerful Microsoft tools can help you gain better insights with less manual effort and share practical examples of how Power Automate can be used with Power BI...

Free

EY 2024 Registered Funds Seminar

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Join us for Part 1 on May 8 and Part 2 on May 9, from 12:00 - 1:30 pm ET. Register for the full event through the button below. How can the registered funds industry be versatile in an unpredictable landscape? Despite today’s focus on long-established profitability pressures and increasing competition, the registered funds industry...

Free

BUILDING A DREAM TEAM: UTILIZING ASSESSMENTS TO ELEVATE TALENT

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Utilizing assessments in the hiring process can uncover valuable insights into a candidate’s abilities, skills, motivators, and unique traits and result in more informed hiring decisions. Join Sikich’s Talent experts as they explore the strategic role assessments play in the selection process and provide practical applications for leveraging assessments within your organization. In this one-hour...

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AI in Accounting & Finance: Practical Tips for Today’s Pros

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Amid the expanding possibilities related to artificial intelligence (AI), the Office of the CFO needs to harness AI technologies in ways that make a near-term impact. Savvy CFOs and accounting leaders are embracing the practical side of AI to enable more efficient practices and transfer professionals’ focus toward more meaningful and valuable work. In a panel discussion,...

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Transforming Carbon Compliance into Cost Savings

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Event description The anticipation of mandatory emissions disclosures related to carbon is leading to increased inquiries regarding reporting and compliance. As a result, manufacturers are now searching for ways to transform data into actionable insights and achieve operational cost savings through better reporting and compliance.  Manufacturers encounter a shared set of obstacles in gathering, consolidating,...

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Assessing and Improving Equity in Grant Management

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Effective grant program management can support your organization throughout the entire lifecycle of the grant process—whether you’re in the early stages of applying for funds or seeking to demonstrate the impact of secured grants. Equity is a frequently overlooked component in this grant management lifecycle, from program design to implementation and participation. Join us for...

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Navigating the SaaS Landscape: Accounting Approaches for Subscription-Based Success

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Course Description Join FinQuery Solutions Engineer Jason Parker as he walks through how to account for costs associated with a SaaS subscription arrangement, including direct one-off, indirect, and recurring costs. Then, Jason will cover why the increased prevalence of SaaS should prompt accounting and finance professionals to partner with their IT team to maintain appropriate...

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Securing the Cloud: Mastering FedRAMP Authorization Boundaries

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About this Event Hosted by Schellman and powered jointly with bladestack.io, "Securing the Cloud: Mastering FedRAMP Authorization Boundaries" is a webinar tailored to unravel the intricacies of FedRAMP Authorization for Cloud Service Providers (CSPs) engaged with federal agencies. This session will draw upon the expertise of FedRAMP industry leaders, including Matt Hungate from Schellman, and...

Free

Q2 2024 Quarterly sustainability webcast May 9

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Join our sustainability specialists for the next quarterly discussion of the latest ESG accounting and reporting developments in the US and abroad. If you are not able to join our webcast on May 9, register for another session on May 15. Presenter:Heather Horn, PwC US National office Thought Leader Who should attend: Audit committee members, CFOs, controllers,...

Free

Sustainability target roadmaps: Prioritizing action for impact

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This session will highlight a recent report co-developed by Deloitte and Environmental Defense Fund (EDF) focused on setting and achieving SBTi Forest, Land and Agriculture (FLAG) science-based targets. We’ll discuss:

Free

A New Social Contract: Cultivating ‘Government for Good’ in a Rapidly Changing World

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A New Social Contract: Cultivating ‘Government for Good’ in a Rapidly Changing World Amid growing conflicts, geopolitical unrest, an uncertain financial future, and just a few years removed from a global pandemic that shook countries to their core, VISION by Protiviti examines the future of government. Faced with unprecedented challenges, global governments need to be...

Free

Decoding the New SEC Cybersecurity Ruling

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Description:  As we come up on almost one year after the regulations were announced, companies are still struggling to implement best practices for their cybersecurity programs. This webinar will discuss the top challenges companies are experiencing (i.e., determining materiality, disclosing in the right amount of time, ownership for remediation activities), and how to build out...

Free

NAVIGATING CARBON EMISSION FOR TOMORROW’S MIDDLE MARKET

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OVERVIEW Join us for an insightful webcast where Marcum collaborates with experts from Persefoni and Day Pitney LLP to simplify the complexities of the various carbon emissions regulations and their implications for the middle market. We will explore the issue in-depth and recommend actionable steps to help evaluate the potential impact on your company. MODERATOR...

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Unlocking the Value of CRM Through User Adoption

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Gaining high and continual customer relationship management (CRM) user adoption is a common challenge for organizations of all sizes. Lack of user adoption can impact the value that companies realize from their investment in CRM and similar technologies. CRM solutions like Microsoft Dynamics 365 and Salesforce have endless ways to provide business value to both...

Free

How to Handle the Top 10 Issues in an IRS Small Business Audit

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According to IRS tax gap studies, small businesses account for the largest segment of the $688 billion annual loss in tax revenue to the US Treasury, largely due to the underreporting of income and overstating of credits and deductions. As a result, the IRS field audit resources focus much of its audit activity on small...

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Navigating the US Treasury clearing mandate

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On December 13, 2023, the Securities and Exchange Commission approved a final rule, which will require firms to begin centrally clearing eligible trades in Treasury securities by the end of 2025 and repurchase agreement transactions by June 2026. We’ll discuss:

Free

Crafting a regulatory response program unifying all lines of defense

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Event details A robust and comprehensive regulatory response program can enhance a financial services organization’s ability to sustainably navigate regulatory challenges while maintaining operational resilience and compliance. This webinar from our “Transforming Financial Crime Challenges Into Opportunities” series will cover how to implement a regulatory response program across all three lines of defense. Crowe and...

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Harvesting Returns with Energy Investments

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Event description Many manufacturing companies hesitate to adopt energy management solutions due to concerns about poor IT integrations and asset performance. However, as manufacturers aim to improve their financial performance by reducing operating expenses, they are seeking sophisticated energy strategies to achieve efficiencies. By utilizing historical and near real-time data, manufacturers can reduce energy costs...

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Can your private company board respond to the speed of business?

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Business is evolving—fast. From new technologies to new risks to changing consumer demands, today’s rapidly shifting market dynamics require private companies to continuously evolve to adapt to the current climate. How can a modern board structure and strong governance help companies thrive in this environment? We’ll discuss: 

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Exploring the Future of Indirect Tax and Managed Services

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Webcast overview Tax and finance organizations are facing ever increasing compliance burdens, rapidly evolving technology, the expectation for efficiency creation with cost reduction, and challenges to retain and/or find effective and skilled talent. In our previous webcasts, we discussed how tax organizations are considering a managed services model to address these challenges with strategic and operational benefits,...

Free

The Cyberthreat Continuum

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As the cyberthreat continuum continues to evolve, it’s imperative you’re armed with the resources and tools from beginning to end. Join us for the second session of the 2024 Spring Forensics Institute and gain unique perspectives as our experienced professionals from FORVIS walk through the incident response life cycle, from preparing for to recovering from a cyber...

Free

Exploring the Future of Indirect Tax and Managed Services

Free Live CPE Webinars

Webcast overview Tax and finance organizations are facing ever increasing compliance burdens, rapidly evolving technology, the expectation for efficiency creation with cost reduction, and challenges to retain and/or find effective and skilled talent. In our previous webcasts, we discussed how tax organizations are considering a managed services model to address these challenges with strategic and operational benefits,...

Free

Q2 2024 Quarterly sustainability webcast May 15

Free Live CPE Webinars

Join our sustainability specialists for the next quarterly discussion of the latest ESG accounting and reporting developments in the US and abroad. Presenter:Heather Horn, PwC US National office Thought Leader Who should attend: Audit committee members, CFOs, controllers, finance directors, and others with a role in accounting and financial reporting. CPE Credit: Participants will be eligible for...

Free

ERISA: Accounting, Audit, and Regulatory Updates Impacting Retirement Plans

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Join BDO and our thought leaders who will provide an update on key developments in Accounting, Audit, and Regulatory Guidance pertaining to retirement plans. Delivery: This webcast will be delivered via the BDO Online CPE Network Prerequisites: None Advanced Prep: None Program Level: Basic At the end of this session, participants will be able to: BDO USA, P.C., is...

Free

Medicare reimbursement updates for fiscal year 2025

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Examining the implications of the IPPS proposed rule  The Centers for Medicare & Medicaid Services’ (CMS) recently published the Inpatient Prospective Payment System (IPPS) fiscal year 2025 proposed rule. Many hospitals and health systems are trying to identify how the proposed regulations and updates under the Medicare IPPS system will impact them and where to...

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Increasing ROI for Security Operations: Effectiveness vs. Compliance

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Event description As cyber threats continue to evolve in complexity and sophistication, cybersecurity isn't a one-time task. It's an ongoing effort that requires regular checks, updates, and teamwork. But amidst a sea of vendors, solutions, and budget constraints, leaders face tough decision on where to invest their resources. Second in our quarterly series, we tackle...

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Unclaimed Property Compliance Issues 2024

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We invite you to join the BDO Unclaimed Property practice’s update on compliance issues facing businesses this year. Our national Unclaimed Property compliance team will discuss annual compliance requirements, including varying state- and industry-specific rules and trends. The presenters will provide insights to common compliance challenges, consequences of non-compliance, and ways to overcome pitfalls to...

Free

2024 Not-for-Profit Speaker Series

Free Live CPE Webinars

Overview We are again hosting our dynamic speaker series to meet you where you are and provide quality, industry-specific CPE at convenient times, all free of charge. We are confident that the wide range of topics and access to industry speakers will provide not-for-profit leaders with the tools necessary to embrace a mindset of continuous...

Free

The Need for Modernization in Your Tech Stack

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Event Overview Your digital journey is not summed up by individual initiatives — it's a continuous improvement across your people, processes, and technology to ensure you are evolving alongside the market and emerging technology. Join our webinar as we explore why modernization in your tech stack is key to remaining agile and competitive. We will...

Free

Tax Implications of Chapter 11 Bankruptcy Filing for Business Entities

Free Live CPE Webinars

IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements. During this webinar...

Free

Pillar Two Fundamentals – A Practical Overview

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The new global minimum tax rules under the OECD BEPS 2.0 are now in effect in over 30 countries and have broad implications for many multinational enterprises (MNEs). Pillar Two holds significant implications for any business operating within jurisdictions that have adopted these regulations, even if that business does not reach the stipulated minimum revenue...

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Workplace Violence Prevention: New Requirements for Employers

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We are excited to invite you to an essential webcast titled "Workplace Violence Prevention: New Requirements for Employers", a timely and informative session that addresses the new legislative requirements that could significantly impact your organization's approach to workplace safety. In the wake of new legislation in California, the imperative for companies to integrate a comprehensive...

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Overview of Sage Intacct 2024 R2 Release

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Discover the Newest Sage Intacct Updates With Armanino’s Experts Engage with Armanino's Sage Intacct professionals as they showcase the newest release features and discuss enhancements that can elevate your organization's capabilities. Secure your spot now to master the latest updates of the release 2 and maximize your use of the Sage Intacct solution. Learning Objectives:...

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2024 GRC Webinar Series

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Event details The life sciences industry is complex, ever-changing, and full of risks, which can be challenging for life sciences governance teams. The Crowe governance, risk, and compliance (GRC) webinar series will bring you up-to-date insights on emerging risks and challenges and ways to manage those risks via your GRC program. Each event in this...

Free

Strategies to Improve SOX 404 Compliance

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Every public company must adhere to the Sarbanes-Oxley Act Section 404 (SOX 404) compliance requirements, but SOX 404(b) also requires submitting an opinion on the internal controls themselves, not just the financial statements. This can lead to confusion and duplicated efforts for both auditors and management. Join us for our webcast, Strategies to Improve SOX 404...

Free

Preparing for change: Vendor transitions & benefit plan mergers

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Register for our webinar on May 16 to learn how to navigate the challenges of a benefit plan merger or change in service provider and an update on recent Form 5500 changes. Our benefit plan specialists will define key considerations when planning for change, from the importance of internal controls to the impact on financial...

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The Health Benefits Spectrum: Options for Every Business and Budget

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Data shows offering health benefits can positively impact your employees and your business. Yet, employers often struggle to find the plan that best meets their unique needs. The reason for this is usually simple: with so many plan types and carriers available, sorting through the spectrum of options—health reimbursement arrangements, traditional group health plans, or...

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Higher education and healthcare industry update 2024 – Part 1

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Webcast overview On Thursday, May 16th, please join KPMG for a live webcast and learn about the latest developments in higher education and healthcare from KPMG industry leaders. During the webcast, we will explore:

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Considering a Capital Campaign? Implications for Fundraising and Finances

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Join our complimentary webinar as we discuss important considerations for planning and executing a capital campaign. We will also discuss additional options for funding capital projects. At the end of this session, you will be able to: Who should attend This session is designed for CEOs, CFOs, controllers, fundraising and development professionals, board members, and other decision...

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See What’s New in Dynamics 365 Business Central 2024 Wave 1

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Join us for an in-depth look at the new capabilities coming in the Microsoft Dynamics 365 Business Central 2024 release wave 1. We’ll provide a live demonstration of the latest features so you can see firsthand how the updates can help enhance your business processes. We’ll showcase new innovations like Copilot-assisted development, streamlined regulatory compliance,...

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Innovation on the move: Generative AI’s impact on global mobility

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Webcast overview KPMG LLP is pleased to invite you to an informative and authentic webcast focused on diverse Generative AI (GenAI) experiences and exploration in the global mobility industry. During this webcast, Innovation and AI professionals from KPMG’s Global Mobility Services practice will be joined by distinguished corporate global mobility leaders in a roundtable discussion...

Free

Navigating ESG Regulations: Strategies and Insights for Climate Risk Reporting

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Description:  The SEC's final rule on Climate-Related Disclosures marks a significant step toward corporate transparency, reflecting the demand for more consistent, comparable, and reliable climate risk reporting. As climate-related disclosures become mandatory, comprehensive carbon accounting technology within a robust risk management framework is crucial for compliance, highlighting the importance of audit-ready carbon metrics in broader...

Free

Decarbonization & affordability demand advanced analytics acceleration

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Electric distribution companies must accomplish more with less while enabling decarbonization. They face challenges such as building customer and employee loyalty and undergoing significant technical transformations. In this webcast, we will explore actions these companies can take to accelerate their readiness to identify, implement, and expand artificial intelligence and analytics. We’ll discuss:

Free

2024 M&A trends survey: Mind the gap

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With conditions improved for dealmaking in 2024, what are some value-maximizing ways corporations and private equity firms can collaborate? We’ll discuss:

Free

ERM essentials: Building a strong foundation

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Join us for an insightful webinar where we delve into the essentials of enterprise risk management (ERM). This session is designed to provide a comprehensive understanding of ERM’s foundational concepts and principles, and how they can be effectively utilized to manage both risk and opportunity. Through practical examples and case studies, we will explore the...

Free

Financial Modeling for Higher Education

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Join us for an informative webinar as we explore best practices in financial modeling for higher education and other nonprofit organizations. The presenters will share use cases for financial modeling, including strategic planning and initiative development. Special attention will be paid to the value of developing long-range strategies for resource allocation and rigorous testing for...

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Generative AI and the fight for trust

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Is your business equipped to harness the power of artificial intelligence (AI) while safeguarding against risks? Many organizations are enhancing AI governance and conducting reviews to mitigate risks posed by AI, such as bias, hallucination, or toxicity. As focus intensifies on internal risks, it’s important to recognize the expanding threat landscape externally. Malicious actors may...

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BDO’s Healthcare Trends & Topics Webcast Series: Cyber Defense in Healthcare: Are You Prepared for the Next Wave of Attacks?

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The need for robust cybersecurity measures has never been more critical. According to HHS’s Healthcare Sector Cybersecurity concept paper, cyber incidents affecting health systems and hospitals have led to extended care disruptions, delayed medical procedures and patient diversions to other facilities, all putting patient safety at risk.  Join us as we delve into the unique vulnerabilities of...

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Effective strategies for health plan network management 

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Network management is larger and more complex than ever as the market observes an increasing number and variety of networks, large growth in value-based care arrangements, a significant population shift towards Medicare advantage, which has risen from 19% in 2007 to 51% in 2023, and new regulations. It is crucial for health plans to continue...

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Navigating the financial services compliance landscape: A deep dive into SOX compliance

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The Sarbanes-Oxley (SOX) Act continues to place significant requirements on financial services organizations. SOX Section 404 requires that organizations establish, maintain and regularly assess internal control over financial reporting (ICFR). Considering the level of effort needed to build and maintain an effective SOX program, it is imperative that organizations periodically assess the program to identify...

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Business Combinations in a Banking Context

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What valuation trends should your institution consider as it relates to bank transactions? Join us for the last session of the 2024 Spring Forensics Institute and explore various valuation trends, including deal volume, price multiples, and control premiums. In addition, hear from our valuation team on recent merger and acquisition trends. Learning Objectives Upon completion...

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Why On Demand Business Valuations are the Cornerstone of Effective Business Advisory Services

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In the ever-evolving landscape of accounting services, the emergence of client advisory services has reshaped the traditional role of accountants. No longer confined to number crunching and compliance, accountants are increasingly being sought after as strategic advisors, guiding businesses towards growth and success. This webinar explores the significance of client advisory services and how accountants...

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Federal energy tax credits and incentives for not-for-profit organizations 

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Event details These sessions will introduce not-for-profit organizations to federal tax energy credits and related incentives. The sessions include updates about Inflation Reduction Act modifications for how these incentives will be paid to tax-exempt organizations. Attendees can also learn about opportunities for exempt organizations to receive direct payments for investments that reduce their carbon footprint. Sessions in this...

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Federal energy tax credits and incentives for not-for-profit organizations

Free Live CPE Webinars

Event details These sessions will introduce not-for-profit organizations to federal tax energy credits and related incentives. The sessions include updates about Inflation Reduction Act modifications for how these incentives will be paid to tax-exempt organizations. Attendees can also learn about opportunities for exempt organizations to receive direct payments for investments that reduce their carbon footprint. Sessions in this...

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Latest Trends in M&A and Alternative Deal Structures in the Biopharma Market

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Webcast overview Join professionals from the KPMG Life Sciences Practice for a webcast that will provide valuable insights into the future state of life sciences investments, with a specific focus on emerging biopharma organizations, as well as the tax implications surrounding these deals. During this event, we will take a deeper dive into the 2024...

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Asset Management Tax Webcast: Current Developments in Transfer Pricing

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Webcast overview KPMG LLP invites you to attend our Transfer Pricing Asset Management Tax Webcast.  The program will feature the KPMG Global Asset Management leader and be hosted by Asset Management professionals from KPMG in the U.S., Canada, and Luxembourg. Speakers will cover top-of-mind topics, including:

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Board’s Oversight of Artificial Intelligence

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Join BDO and our thought leaders to gain valuable insights on the practical implementation of artificial intelligence (AI) and it’s pivotal role in driving business growth, as well as inherent risks.  This session will highlight best practices for the board’s oversight of AI, use cases, and questions that the board should keep top of mind...

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Asset Management West Coast ESG Webcast Spring 2024

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Webcast overview The program will be hosted by KPMG Asset Management professionals representing the West Coast to discuss current developments in the ESG space specifically impacting asset managers. This webcast will cover top-of-mind topics, including:

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Sharing Wealth Today: Tax Planning Strategies for Next Generation Home Purchases and Wealth Preservation – Updated

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Join us for this webcast in BDO's 2024 Private Client Services Webcast Series. For many wealthy families, protecting and passing on wealth to the next generation is of utmost importance. However, these same families would like to share the wealth today, often by way of investing in real estate for their beneficiaries. To that end, careful...

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