2023 Fall Forensics Institute: Investigating Fraud – 72 Hours to Get It Right
Free Live CPE WebinarsNavigating Workforce Impacts of 2024 Compensation & Governance Decisions
Free Live CPE WebinarsContinued Evolution of a Connected Tax Operating Model: Tax Managed Services
Free Live CPE WebinarsTax Readiness: Don’t leave value on the table – Elevating your compliance function
Free Live CPE WebinarsPRE-TRANSACTION INCOME AND ESTATE TAX PLANNING FOR ENTREPRENEURS AND REAL ESTATE INVESTORS
Free Live CPE WebinarsDigital Modernization and Energy Efficiency Incentives for Your Dioceses
Free Live CPE WebinarsEstablishing a framework for practical data governance in the insurance industry
Free Live CPE WebinarsHow to Recruit, Retain, and Reward Top-Level Talent in Today’s Healthcare Environment
Free Live CPE WebinarsU.S. Global Competitiveness – Public Policy Challenges Impacting our Future Global Growth
Free Live CPE Webinars- No events scheduled for November 11, 2023.
- No events scheduled for November 12, 2023.
Week of Events
Wealth Transition Update
Wealth Transition Update
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...
Reimagining fintech model risk management
Reimagining fintech model risk management
Participants of the free live webinar will be eligible for 1 CPE credit. Register Relationships between fintechs and financial services organizations are becoming more active and intricate. When a fintech offering includes modeling capabilities, a financial services organization often holds responsibility for governing the risk of those models. But that doesn’t mean a fintech can’t...
Preparing for Contractor Purchasing System Review
Preparing for Contractor Purchasing System Review
Participants of the free live webinar will be eligible for 1 CPE credit. Register Join FORVIS for an in-depth webinar exploring the contractor purchasing system. In this session, we'll share what's required to pass a government contractor purchasing system review (CPSR) and obtain an approved purchasing system. Topics will include Applicable CPSR criteria CPSR trends, risks, and...
Monthly ERC Update Virtual Series
Monthly ERC Update Virtual Series
Participants of the free live webinar will be eligible for 1 CPE credit. Register The Employee Retention Credit (ERC) has been a hot topic since it was first introduced as a major COVID-19 relief and cash flow resource in March of 2020. Three years later, ERC is just as important as it was in 2020...
Getting Ready to Submit a Section 48C Tax Credit Full Application
Getting Ready to Submit a Section 48C Tax Credit Full Application
Participants of the free live webinar will be eligible for 1 CPE credit. Register The Section 48C qualifying advanced energy project credit full application will be due soon. Join BDO to learn best practices to prepare for and submit your 48C full application. We’ll share insights from the concept paper submission process as well as...
Temporary equity guidance for redeemable instruments
Temporary equity guidance for redeemable instruments
Participants of the free live webinar will be eligible for 1.5 CPE credits. Register In this webcast, KPMG professionals discuss when instruments are required to be classified in temporary equity. In addition, they explain how to measure, present and disclose those instruments. Applicability All companies that are required or elect to apply the SEC’s temporary equity guidance....
Business resiliency and third-party risk management
Business resiliency and third-party risk management
Participants of the free live webinar will be eligible for 1 CPE credit. Register The scope of social, economic, cybersecurity, and environmental threats to insurance organizations includes new unknowns almost every day. As threats evolve and emerge, how can businesses regularly assess their business continuity management (BCM) strategies – including all third-party involvement? In this...
Realizing the full potential of your tax and finance function
Realizing the full potential of your tax and finance function
Participants of the free live webinar will be eligible for 1.2 CPE credits. Register As tax and finance functions face challenging times, firms that embrace the fluidity of change will be well positioned for sustainable growth and developing a competitive edge. Please join our panel of senior Financial Services Tax leaders as they share insights...
Economic and Market Update with Jeffrey Kleintop
Economic and Market Update with Jeffrey Kleintop
Participants of the free live webinar will be eligible for 1 CPE credit. Register Eide Bailly Wealth invites you to join us for a webinar presentation by Jeffrey Kleintop, Managing Director and Chief Global Investment Strategist at Charles Schwab & Co. During this webinar, Jeffrey will discuss key topics surrounding the global market outlook. DATE...
Fall 2023 Not-for-Profit Accounting and Auditing Update
Fall 2023 Not-for-Profit Accounting and Auditing Update
Participants of the free live webinar will be eligible for 1 CPE credit. Register Understanding key regulatory developments and their potential effects on the not-for-profit sector is critical to navigate your organization's accounting and reporting requirements. Join us for our webcast, Fall 2023 Not-for-Profit Accounting and Auditing Update. We’ll address changes to auditing and accounting standards...
New York Law and Ethics 2023
New York Law and Ethics 2023
Participants of the free live webinar will be eligible for 4 CPE credits. Register This program is for New York CPAs to satisfy their NY State ethics requirements. The program will discuss Ethical Foundations, including concepts, moral development, judgment, values, the role of rules of ethics and ethical dilemmas. This program will review the Ethical Guidance, including...
How to Resolve the Most Common IRS Notices
How to Resolve the Most Common IRS Notices
Participants of the free live webinar will be eligible for 1 CPE credit. Register In 2019, the IRS issued over 220 million notices to taxpayers. In 2022, the IRS received billions of additional funding to increase enforcement over the next 10 years. When a tax client receives an IRS notice, they expect their tax professional...
2023 Fall Forensics Institute: Investigating Fraud – 72 Hours to Get It Right
2023 Fall Forensics Institute: Investigating Fraud – 72 Hours to Get It Right
Participants of the free live webinar will be eligible for 1 CPE credit. Register When it comes to the threat of occupational fraud, the position of many organizations is “It'll never happen here.” Unfortunately, wishful thinking won’t save you when you discover a fraudster has victimized your organization. Join us for an insightful webinar as...
2023 Financial Services Symposium
2023 Financial Services Symposium
Participants of the free live webinar will be eligible for 1 CPE credit. Register Join our 2023 Financial Services Symposium for expert-led, curated sessions for financial institutions and insurance industry leaders. Access valuable insight and tools to navigate change in a challenging financial services landscape. Financial services leaders have a fair amount of change to...
Navigating Workforce Impacts of 2024 Compensation & Governance Decisions
Navigating Workforce Impacts of 2024 Compensation & Governance Decisions
Participants of the free live webinar will be eligible for 1 CPE credit. Register Join our senior consultants to gain insights into 2024 compensation planning issues, emerging trends and methods that leading employers are using to navigate risks, shifting economic conditions and new thinking needed to chart a future for total rewards decisions. This session...
Financial reporting for private companies – 2023
Financial reporting for private companies – 2023
Participants of the free live webinar will be eligible for 1.2 CPE credits. Register We will provide financial reporting updates specific to private companies in preparation for 2023 year-end reporting, including the following: Macroeconomics factors impacting accounting Accounting standards effective in 2023 Key accounting standards effective after 2023
Continued Evolution of a Connected Tax Operating Model: Tax Managed Services
Continued Evolution of a Connected Tax Operating Model: Tax Managed Services
Participants of the free live webinar will be eligible for 1 CPE credit. Register Tax 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. All these obstacles pose the question – how can they be alleviated?...
Tax Readiness: Don’t leave value on the table – Elevating your compliance function
Tax Readiness: Don’t leave value on the table – Elevating your compliance function
Participants of the free live webinar will be eligible for 1 CPE credit. Register As new technologies emerge and reporting expands globally, businesses need to continue to update and develop their technology systems to keep pace with the ever-increasing demands. A connected data strategy is the foundation for a streamlined compliance process and opens the...
2023 Financial Services Symposium
2023 Financial Services Symposium
Participants of the free live webinar will be eligible for 1 CPE credit. Register Join our 2023 Financial Services Symposium for expert-led, curated sessions for financial institutions and insurance industry leaders. Access valuable insight and tools to navigate change in a challenging financial services landscape. Financial services leaders have a fair amount of change to...
VALUE ACCELERATION & EXIT PLANNING
VALUE ACCELERATION & EXIT PLANNING
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...
2023 Board Compensation Trends and Year-End Planning Considerations
2023 Board Compensation Trends and Year-End Planning Considerations
Participants of the free live webinar will be eligible for 1 CPE credit. Register Please click HERE to access the full webcast series. Join us as we break down the recently released BDO 600 Compensation Studies of the pay practices for board members and CEOs/CFOs across a variety of industries and hear from compensation subject matter professionals...
Transform Your Finance Function
Transform Your Finance Function
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...
Real Estate Tax Chat Series: Year-End Tax Planning 2023
Real Estate Tax Chat Series: Year-End Tax Planning 2023
Participants of the free live webinar will be eligible for 1 CPE credit. Register With 2024 fast approaching, join KPMG LLP (KPMG) for a year-end tax planning session that will focus on topics important to real estate companies and investors. Our team will discuss: Getting ready to issue 1099-DIVs. Carried interest planning Distressed debt matters...
Holiday shopping and travel season 2023: Trends to watch
Holiday shopping and travel season 2023: Trends to watch
Participants of the free live webinar will be eligible for 1 CPE credit. Register What can retail, travel, and hospitality companies expect this upcoming holiday season? Join this Dbrief as we unwrap the 2023 holiday consumer trends to prepare for this season. We’ll discuss: Consumer spending expectations and drivers Economic outlook and inflation perceptions Preferences...
Cash Refunds for Green Energy Projects
Cash Refunds for Green Energy Projects
Participants of the free live webinar will be eligible for 1 CPE credit. Register The Inflation Reduction Act presents significant opportunities to benefit from refundable tax credits through the elective payment—also known as direct pay—provisions of the new Section 6417 of the Internal Revenue Code (IRC) for entities including: Tax-exempt entities, such as health care...
Improve Profitability with Job Costing and Equipment Tactics
Improve Profitability with Job Costing and Equipment Tactics
Participants of the free live webinar will be eligible for 1 CPE credit. Register By aligning contract terms and overhead costs associated with the equipment yard, contractors can remain compliant with contracts, improve equipment usage, and increase their bottom line. Join us for our webcast, Improve Profitability with Job Costing and Equipment Tactics. We’ll cover how...
2023 year-end tax planning series: State and local tax update
2023 year-end tax planning series: State and local tax update
Participants of the free live webinar will be eligible for 1 CPE credit. Register The state and local tax update will explore the most current and impactful issues regarding state and local income and franchise tax nexus, as well as a general overview of state pass-through entity taxes (PTETs). We'll discuss what activities could trigger...
2023 Year-End Tax Planning Strategies for Businesses
2023 Year-End Tax Planning Strategies for Businesses
Participants of the free live webinar will be eligible for 1 CPE credit. Register Register Now to boost your Year-End Tax Planning Opportunities for Businesses! 2023 Year-End Tax Planning Strategies for Businesses Date: Wednesday, November 8, 2023 at 1 PM – 2 PM EST When your business is closing out 2023 and preparing for 2024,...
Creating Healthcare Insights With Solver & Power BI
Creating Healthcare Insights With Solver & Power BI
Participants of the free live webinar will be eligible for 1 CPE credit. Register Healthcare organizations of all types have various data needs. Billing, payroll, and accounting are three areas that feature massive amounts of data for reporting and analysis. There are many tools and applications you can use to retrieve data. But using the...
PRE-TRANSACTION INCOME AND ESTATE TAX PLANNING FOR ENTREPRENEURS AND REAL ESTATE INVESTORS
PRE-TRANSACTION INCOME AND ESTATE TAX PLANNING FOR ENTREPRENEURS AND REAL ESTATE INVESTORS
Participants of the free live webinar will be eligible for 1 CPE credit. Register Proactive estate planning for entrepreneurs is as pressing as any other aspect of operating and growing your business. Active owner-operators are encouraged to attend this session to explore best practices for planning to ensure a legacy and minimize taxes. Additionally, we...
Year-End Planning for Private Clients
Year-End Planning for Private Clients
Participants of the free live webinar will be eligible for 1 CPE credit. Register Join us as BDO professionals share practical insights on tax topics that will help wealthy individuals, trustees and their trusted advisors make thoughtful and strategic tax decisions as 2023 comes to a close. The impact of Rev. Rul 2023-2 (no basis...
IRS priorities and the tax controversy impact
IRS priorities and the tax controversy impact
Participants of the free live webinar will be eligible for 1.5 CPE credits. Register With an increased budget, focus on technology enhancements and a stated plan for increased examination activity, the Internal Revenue Service (IRS) has a busy agenda ahead. KPMG LLP is pleased to invite you to this ninety-minute webcast led by our professionals...
The Rising Age of the Green-Collar Worker
The Rising Age of the Green-Collar Worker
Participants of the free live webinar will be eligible for 1 CPE credit. Register As the world continues to disrupt our preconceived understanding of climate and sustainability, we must stay vigilant in our current interactions with the “front line” aka Green-Collar Workforce. As the workforce grows and technology continues to change exponentially it is more...
Financed Emissions – Hitting Targets While Not Missing the Point
Financed Emissions – Hitting Targets While Not Missing the Point
Participants of the free live webinar will be eligible for 1 CPE credit. Register Financed emissions are the greenhouse gas (GHG) emissions associated with the investment activity of financial institutions. These emissions are the largest, most material component of the financial industry's GHG footprint. Their measurement and reduction are key to achieving net-zero goals. Join...
Real estate fund trends 2.0: ESG, AI and regulatory issues
Real estate fund trends 2.0: ESG, AI and regulatory issues
Participants of the free live webinar will be eligible for 1.6 CPE credits. Register Please join our panel of professionals for our webcast – a timely discussion about tax regulations, SEC, technology, including GenAI and industry trends and the outlook for changes relevant to real estate funds companies. Moderator: Dovid Frankel, Global Real Estate Investment...
DESIGNING AN EFFECTIVE EXECUTIVE COMPENSATION AND RETENTION PROGRAM
DESIGNING AN EFFECTIVE EXECUTIVE COMPENSATION AND RETENTION PROGRAM
Participants of the free live webinar will be eligible for 1 CPE credit. Register The departure of a key employee is often very disruptive and costly for a business. This session will focus on methods used by privately-held employers to retain and motivate key employees who are not owners of the employer. PRESENTER Ted Ginsburg,...
Digital Modernization and Energy Efficiency Incentives for Your Dioceses
Digital Modernization and Energy Efficiency Incentives for Your Dioceses
Participants of the free live webinar will be eligible for 1 CPE credit. Register Embracing a digital-first business model is vital if you want your organization to be agile in the ever-changing world. With modern applications in place, overhead costs decrease, and silos disappear, allowing for a 360-degree view of your data. This 360-degree view...
Best practices for mitigating and resolving M&A disputes
Best practices for mitigating and resolving M&A disputes
Participants of the free live webinar will be eligible for 1 CPE credit. Register During this webcast, our presenters will review the key highlights and findings from Grant Thornton's 2023 M&A Dispute research survey. The 2023 survey reflects the views of 150 active deal participants on both buy-side and sell-side of transactions, who worked on...
YEAR-END READINESS: THE BALANCING ACT
YEAR-END READINESS: THE BALANCING ACT
Participants of the free live webinar will be eligible for 1 CPE credit. Register Accounting, finance, and internal audit professionals are facing a number of challenges as they gear up for year-end. They need to navigate the audit season amid ongoing demands, evolve toward the latest regulatory guidance, and guide growth while balancing financial caution....
State Tax Considerations of Financial Institutions
State Tax Considerations of Financial Institutions
Participants of the free live webinar will be eligible for 1 CPE credit. Register For state and local tax purposes, how a financial institution is defined varies by state. The definition is critical because it can define factors that include (but are not limited to): nexus standards, apportionment methods, and filing requirements. Depending on each...
Modernizing Finance: How NetSuite Can Drive Efficiency
Modernizing Finance: How NetSuite Can Drive Efficiency
Participants of the free live webinar will be eligible for 1 CPE credit. Register In today’s fast-paced business landscape, staying competitive and efficient is critical. Join us for an insightful webinar that explores how NetSuite, a leading cloud-based financial management solution, can help modernize your financial operations. NetSuite provides tools and capabilities to help streamline...
Establishing a framework for practical data governance in the insurance industry
Establishing a framework for practical data governance in the insurance industry
Participants of the free live webinar will be eligible for 1 CPE credit. Register Data governance tends to conjure up images of information technology (IT) personnel, when in reality, it’s a business issue. Many insurers have found success by harnessing and using data, enabling leaders to make the data-driven business decisions to better serve policy...
2023 year-end tax planning series: Federal business tax update
2023 year-end tax planning series: Federal business tax update
Participants of the free live webinar will be eligible for 1.5 CPE credits. Register The annual federal business tax update will focus on developments that affect business entities including corporations, S corporations and partnerships. In addition to discussing the taxation of business entities, this year we'll include discussion on Section 174, the Inflation Reduction Act,...
Pricing Must be Client-Centric
Pricing Must be Client-Centric
Participants of the free live webinar will be eligible for 1 CPE credit. Register Hourly billing is about you and how much time you spent on a client. It doesn’t put the client front and center in the process. By conducting a client assessment, you are putting the client first. It helps you better understand...
ELEVATE 2023: CYBER ATTACKS: PROTECTING FROM THE WOLF AT THE (FIRE)WALL
ELEVATE 2023: CYBER ATTACKS: PROTECTING FROM THE WOLF AT THE (FIRE)WALL
Participants of the free live webinar will be eligible for 1 CPE credit. Register Cyber attacks are increasing and impacting organizations large and small. They affect enterprise class, mid-market, entrepreneurial and individuals. Commercial organizations are affected as well as nonprofits. This program will provide an overview of the impacts that cyber attacks have on organizations...
Sustainability in the Built World
Sustainability in the Built World
Participants of the free live webinar will be eligible for 1 CPE credit. Register The built world is increasingly challenged by regulatory, reporting, and customer demands on the green impact of their operations and services. Organizations are facing a deeply complex set of pressures around this topic as they battle competing interests of controlling costs...
Tax considerations for asset managers and their families
Tax considerations for asset managers and their families
Participants of the free live webinar will be eligible for 1.2 CPE credits. Register Asset managers and high-income earners have been making tax headlines in the past year with recent tax court filings, IRS enforcement efforts and more. Join our panel of Financial Services Private Tax professionals, led by moderator Damien Martin, as they share...
Financial crime considerations in bank-fintech partnerships
Financial crime considerations in bank-fintech partnerships
Participants of the free live webinar will be eligible for 1 CPE credit. Register Relationships between fintechs and banks require careful collaboration to identify and manage financial crime risk. Fintechs might need to build or enhance elements of their program while banks might need to adapt or expand to meet additional expectations. In the next...
How to Be Strategic with Tax Credit and Accounting Method Opportunities
How to Be Strategic with Tax Credit and Accounting Method Opportunities
Participants of the free live webinar will be eligible for 1.5 CPE credits. Register Join leaders in BDO’s Tax practice for this 90-minute webcast developed to illuminate strategic tax planning opportunities specifically for Fortune 1000 companies. With a focus on tax credit incentives and accounting methods, you’ll learn what’s going on in the current IRS...
Auditing ESG
Auditing ESG
Participants of the free live webinar will be eligible for 1.2 CPE credits. Register Amid a growing focus on environmental, social and governance (ESG) issues with regulatory changes, increased expectations from key stakeholders and expanding disclosure requirements, organizations need to quickly adapt and alter their strategy and business model. This discussion will address any key...
Q4 2023 Quarterly sustainability webcast
Q4 2023 Quarterly sustainability webcast
Participants of the free live webinar will be eligible for 1.5 CPE credits. Register Join host Heather Horn and our sustainability specialists for our 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 November 9, register for another...
2023 Year-End Tax Planning Strategies for Individuals
2023 Year-End Tax Planning Strategies for Individuals
Participants of the free live webinar will be eligible for 1 CPE credit. Register Register Now to Navigate the Changing Tax Landscape! 2023 Year-End Tax Planning Strategies for Individuals Date: Thursday, November 9, 2023 at 1 PM – 2 PM EST As we approach the close of 2023, it’s your chance to seize those last-minute...
Building an adaptive future with Real Estate Analytics by Deloitte
Building an adaptive future with Real Estate Analytics by Deloitte
Participants of the free live webinar will be eligible for 1 CPE credit. Register Real estate is an integral part of evolving business strategies. Office environments embody the culture of organizations, retail hubs are instrumental in securing revenue growth, and infrastructure assets like warehouses and distribution centers are the logistical bedrock of enterprises. Deloitte has...
TAXWISE 2023: MASTERING YEAR-END STRATEGIES FOR FINANCIAL SUCCESS
TAXWISE 2023: MASTERING YEAR-END STRATEGIES FOR FINANCIAL SUCCESS
Participants of the free live webinar will be eligible for 1.2 CPE credits. Register As we roll into the final few months of 2023, it’s crucial to stay ahead of the curve and harness the power of informed decisions. Join us for a comprehensive webinar that will bring you the latest financial strategies and considerations...
Automation in Healthcare Finance and Revenue Cycle
Automation in Healthcare Finance and Revenue Cycle
Participants of the free live webinar will be eligible for 1 CPE credit. Register This presentation explores the revolutionary impact of automation on healthcare finance and revenue cycle management. It delves into the integration of cutting-edge technologies and advanced algorithms to streamline financial processes, optimize revenue generation, and ensure compliance in healthcare organizations. Participants will...
R&D Tax Credits and the IRS: How to Prepare for Audit
R&D Tax Credits and the IRS: How to Prepare for Audit
Participants of the free live webinar will be eligible for 1 CPE credit. Register This webinar will cover what you might encounter if the IRS audits the Research & Development (R&D) Tax Credit filing claims. Topics include IRS organization, personnel potentially involved in the audit, history of IRS guidance and projects, typical audit procedures, common...
How to Recruit, Retain, and Reward Top-Level Talent in Today’s Healthcare Environment
How to Recruit, Retain, and Reward Top-Level Talent in Today’s Healthcare Environment
Participants of the free live webinar will be eligible for 1.5 CPE credits. Register Join us along with our guest speaker, Ryan Millman of Modern Capital Executive Solutions, as we discuss how Supplemental Executive Retention Plan (SERP)s can help you recruit, retain, and reward your executive talent. Our discussion will include an explanation of SERPs...
U.S. Global Competitiveness – Public Policy Challenges Impacting our Future Global Growth
U.S. Global Competitiveness – Public Policy Challenges Impacting our Future Global Growth
Participants of the free live webinar will be eligible for 1 CPE credit. Register In this session, we will discuss the critical factors shaping U.S. competitiveness and explore the public policy challenges that impact our future on the local and global level. Mary Moore Hamrick will deep dive into how our education, workforce portability, and...
The Relentless Pursuit of Profitable Growth
The Relentless Pursuit of Profitable Growth
Participants of the free live webinar will be eligible for 1 CPE credit. Register In this session, we will discuss approaches and considerations for how to accelerate growth realization while maintaining discipline on costs in order to drive profitability. We will explore how high-value growth and cost improvement initiatives can be designed and executed to...
Healthcare Industry Tax Trends You Need to Know
Healthcare Industry Tax Trends You Need to Know
Participants of the free live webinar will be eligible for 1 CPE credit. Register Healthcare organizations have several strategy options to adapt to changes and return to improve financial performance and leveraging tax opportunities is a key strategy for many. The latest tax trends offer challenges and also opportunities for both not-for-profit and for profit...