Participants of the free live webinar will be eligible for 1 CPE credit. Register In this session, you will learn about the fundamentals of business valuation and ways to capitalize on exit planning opportunities that will help owners understand and maximize value. We will walk through a valuation case study and show owners and advisors...
Participants of the free live webinar will be eligible for 2 CPE credits. Register Session 1 | 12-1 p.m. CDT Maximizing federal funding opportunities for utilities Over the last three years, unprecedented legislation has been passed that directly impacts utility infrastructure. The Infrastructure Investment and Jobs Act (IIJA) and the Inflation Reduction Act (IRA) provide...
Participants of the free live webinar will be eligible for 1.2 CPE credits. Register Market trends and ongoing disruptions have meant that finance leaders must continue to rethink their priorities to manage through these challenging times. Over the past 12 months, ongoing pressure to remain agile, make wise decisions and ensure profitable growth has forced...
Participants of the free live webinar will be eligible for 1 CPE credit. Register Our wealth transition update will highlight important strategies and considerations to help you achieve your objectives for you, your charities, your business, and your family. We are currently in an ever-changing environment and the gift and estate tax exemptions are set...
Participants of the free live webinar will be eligible for 1 CPE credit. Register This session will explore the importance of focusing on building value in a business for transition-readiness. PRESENTER Mike Trabert, Partner, Advisory Services – Marcum LLP CPE CREDITS Program Description Value Acceleration & Exit Planning Important Notice Regarding CPE: Learning Objectives After...
Participants of the free live webinar will be eligible for 1 CPE credit. Register Join our complimentary webinar to hear from your nonprofit peers about their journeys toward operational transformation of their finance functions. At the end of this session, you will be able to: Identify when it makes sense to take a step back...
Participants of the free live webinar will be eligible for 1.2 CPE credits. Register As regulators, legislators, shareholders, trading partners and employees increase their scrutiny of organizational ESG reporting, metrics and overall performance, it’s time for CFOs to take — and implement — more control. With emerging regulations, reporting stakeholder demands and public scrutiny driving...
In today’s rapidly evolving financial landscape, regulatory compliance has become increasingly complex and demanding. This webinar aims to shed light on how RegTech, or Regulatory Technology, can be effectively leveraged to streamline and enhance compliance processes to help the financial services industry mitigate risk. During this webinar, our experienced presenters will explore the various ways...
In spring 2023, several high-profile U.S. and European bank failures and near-failures significantly disrupted financial markets around the world. While the immediate shock dissipated fairly quickly and fears of a second 2008-like Great Financial Crisis were averted, these events continue to impact both the banking system and all industries that rely on access to capital...
In part two of this series, join BDO Capital Advisors as they provide a detailed overview of the process that we take with companies and selling shareholders to assess the feasibility of an Employee Stock Ownership Plan (ESOP). We will walk through the steps required to execute an ESOP transaction and discuss the players that...
Withum is proud to announce the keynote for our 5th Annual Healthcare Symposium will be Lori Herndon, retired President and Chief Executive Officer of AtlantiCare Health System! This year’s virtual event will feature insight from healthcare industry experts on key topics to put your organization in a position of strength in today’s market including mergers and acquisitions, financial...
Your Guide to Informed Decisions on Financing Options. A Decision-Maker’s Guide to Financing Arrangements Date: Tuesday, December 12, 2023 at 12 PM When it comes to fundraising for the next stage of your company’s growth, the options for financing arrangements can vary greatly. Join us for the final presentation in a webinar series curated for...
Join FORVIS as we dive into the 2024 Annual Higher Education Outlook for insights on the latest trends and challenges in higher education. Download your complimentary copy and gain strategies and tactics that can help drive your learning institution forward. Learning Objectives Upon completion of this program, participants will be able to: CPE Information 1.00 CPE Credit (pending approval)...
Please join Kathy Ruggieri from Withum’s Healthcare Advisory Team as she discusses the advancement in technology and how it’s dramatically changing the process, workflow, and efficiency of the current day revenue cycle and its positive impact on the consumer. Learning objectives: CPE Credit Information 1 Credit of CPE in Finance WithumSmith+Brown, PC is registered with the National Association of State...
Join FORVIS Private Client for an informative webinar as we share an investment outlook update for 2024 and the year ahead. Topics will include the current state of the economy, financial market trends, and more. Learning Objectives Upon completion of this program, participants will be able to: CPE Information 1.00 CPE Credit (pending approval) One CPE credit...
Join us to review the organizational budget process. This course will help you better understand the budgeting timeline, budget stakeholders, and how to understand your organization’s needs and priorities. You will learn how to build out the departmental/ program budgets and how to best roll them up to the organization wide budget. We will discuss...
Payer denials are a huge problem for providers—and it’s getting worse. They not only threaten providers’ financial health, but can also negatively impact patients’ experience, while taking up time and attention to manage. Many technology solutions are on the market, but implementing these without understanding your processes—and without involving frontline people, who know the real...
In the world of commercial lending, the prime lending rate has traditionally been reserved for borrowers deemed to have the best credit quality and lowest probability of default. Credits of lesser quality are normally charged a higher rate, representing a spread over the prime rate. With the rapid increase in the prime rate over the...
Now that you’ve sold to an employee stock ownership plan (ESOP), what’s next? In part three of this series, hear from BDO Capital Advisors regarding common duties and responsibilities following an ESOP implementation. We will also provide an overview of best practices for governance, communication, and sustainability, concluding with insights from leaders of ESOP-owned businesses....
At the end of this session, you will be able to: Who should attend This session is designed for CEOs, CFOs, controllers, finance directors, financial managers, board members, trustees, business managers, audit committee members, and other decision makers in nonprofit organizations. Please register by March 20, 2024. Can't make the webinar? Fill out the registration and you...
Transmittal 18 drastically changed the data needed at the time of cost report filing. With new reports for Medicare Disproportionate Share Hospital (DSH), Worksheet S-10, and Medicare bad debt, an already complex set of calculations are now more challenging than ever. Join us for our webcast, Transmittal 18 First Round Filings Review and Insights. We’ll dive...
Course Description Join FinQuery’s CFO, Justin Smith, as he discusses the evolution of LeaseQuery into FinQuery, sharing how our expanded focus on contract and spend intelligence has us poised to better support evolving finance and accounting roles. Then, listen in as Justin and our esteemed panelists discuss the changing role of information regarding business decisions...
Health care organizations experiencing critical staffing shortages, including accountants and back-office staff, can outsource their finance and accounting operations to bridge capacity gaps.Learn how leading health care organizations outsource accounting and finance support to alleviate staffing pressures so they can focus on their business and patients.We’ll discuss ways to:
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...
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...
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:
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...
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...
Overview As we approach the midpoint of 2024, a thorough financial review is the foundation for a budget season and year-end close free from surprises. Join us in our upcoming virtual summit and learn steps you can take now to prepare your organization for the end of the fiscal year. Why should accountants and finance...
Event overview Join RSM and Allvue for a comprehensive webcast as we delve into the new rules and amendments for private fund advisers under the Investment Advisers Act of 1940, ushering in some of the strictest regulatory changes the private capital industry has seen in its history. The new rules restrict certain activities, impose new...
When your company has spent years investing in your product, accumulating net operating losses (NOLs) or credits for tax purposes—you want to make sure you can get the tax benefit of those investments, whether negotiating additional value in a deal or being able to offset taxable income or gain. Join us for our webcast, Realize Your...
Course Description During this session, our lease accounting expert, Abdi Ali, will briefly review the requirements for lease accounting maintenance under ASC 842 and present the key features and functionalities available in software providing value to your organization beyond compliance. We will discuss potential concerns to be aware of when using Excel for lease accounting...
Course Description Taking a proactive approach to mid-year financial cleanup puts organizations in a stronger position for budget season and enables a successful year-end close. By preparing now, organizations can optimize their resources, reduce risk, and drive success in the second half of the year. Join David Duncan, Director of FP&A and Jake Jones, Controller...
Payroll is still largely an untapped revenue stream in the accounting profession. Long-standing perceived “challenges” continue to be roadblocks for firms in offering payroll as a service. “It’s too complicated.” “It takes too much time.” “I don’t have the expertise on staff.” However, the real issue is lack of awareness with solutions that solve all...
Course Description This session will explore strategies and tips to confirm and support the completeness of your lease portfolio for an efficient year-end. Learn how a mid-year review of your leases can promote accuracy and efficiency for budgeting and year-end. Join our in-house lease accounting expert Rachel Reed as she explores best practices for organizing...
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 with the knowledge and strategies needed to successfully navigate...
The fiscal year 2025 Inpatient Prospective Payment System (IPPS) final rule includes key changes that could impact your organization’s Medicare reimbursement. Join us for our webcast, Medicare Regulatory Update: 2025 IPPS Final Rule. We’ll discuss the latest updates for hospitals, including finalized changes and how you can help your organization prepare. We’ll also cover related topics,...
Lender resistance often creates enough inertia to make loan pricing model implementations fall short of expectations. Financial institution leaders need to establish a strong commitment to using a pricing tool and have a comprehensive understanding of the model's assumptions and configuration to help ensure a more successful implementation. Join Forvis Mazars for an informative webinar...
Company executives should understand that the potential tax savings that a gain exclusion under Internal Revenue Code (IRC) Section 1202 could provide to investors is an important consideration in how transactions are structured and documented.Whether your company is going through a transaction and receiving requests from shareholders to verify if their stock is qualified small...
Join us as we discuss on the topic below. Future Proof Your Annual Plan: Experiences of Operational Leaders Date: Thursday, September 19, 2024 at 1 – 2 P.M. ET Annual planning plays a crucial role in enabling organizations to establish objectives, distribute resources effectively, and identify growth opportunities for the upcoming year. In this CPE...
