Accounting Webinars

Effective budgeting and forecasting are critical to organizational performance. Join our informative webinar to explore how Solver Global’s corporate performance management (CPM) solution can rejuvenate your budgeting processes. Whether you’re a seasoned finance professional or just starting your career, this session will equip you with practical insights and strategies to help enhance collaboration, streamline planning, and drive better financial outcomes.Upon completion of this program, participants will be able to:• Discuss how budgeting and forecasting across the organization can be managed.• Identify how templates can be designed and used.• Explain how Solver reporting and planning are used together to generate reports with actual and plan data.For additional information and specific details on potential CPE credit, please view the event page on https://www.forvismazars.us/events

No business works without a strong finance function—and the better it works across end-to-end processes aligned throughout front, middle, and back offices—the greater the opportunity for improved performance and growth. That’s why today, finance leaders are turning an increasingly critical eye on their usual ways of working, assessing not only whether the office of finance adequately protects enterprise value but also whether it actively drives value creation.Join experts from Fannie Mae, KPMG and Workday as we explore a fundamental reshaping of the processes that power the office of the CFO—modernizing the technologies, capabilities, and means of collaboration that can enable accounting, FP&A and procurement alike to be both value protectors as well as strategic value drivers.You will learn:• Best-in-class accounting, finance and procurement practices to generate richer insights and improved decision-making• The importance of adopting new technologies and ways of working as the foundation for greater agility, speed and clarity• Why collaboration and data sharing are key to driving reporting and analysis to the next level• How the finance function is uniquely positioned to drive and accelerate enterprise-wide business valueSpeakers: Patrick Hoynes (Vice President, Controller - Interim Chief Accounting Officer, Workday); Christy Li (Finance Transformation Vice President, Product Management, Fannie Mae); Shehtaaz Zaman (Managing Director, Advisory, Finance Transformation, KPMG US).

Enterprise Risk Management for Audit Committees.Enterprise Risk Management (ERM) is essential for audit committee members, offering insights into identifying, assessing, and mitigating risks that impact organizational objectives. Join the CAQ, NACD and our panel of experts for a discussion on how audit committees can fulfill their oversight responsibilities related to ERM through the lens of frameworks, regulatory expectations, and best practices for effective risk oversight. Participants will learn how to enhance risk reporting, improve decision-making, and ensure alignment with strategic goals.1 CPE is offered for this webinar to those who participate live.Speakers: Brian Schwartz, Partner & US Enterprise Risk Management Solutions Leader - PwC US; Vanessa Teitelbaum (Moderator), Senior Director, Professional Practice - Center for Audit Quality; David L. Herzog, AC Chair, AC member - MetLife, Inc., DXC.technology.

This webinar will cover strategies and best practices for launching and scaling advisory offers in the consulting industry.Join Amanda C. Watts, a seasoned consultant and advisor, as she shares tips on how to succeed in creating and growing your advisory business.In this 1-hour training you'll learn:• 5 steps to take to move from a 1:1 model offer to a scalable advisory offer - smoothly• How the OLD business model is limiting your business and life and what the NEW model looks like as a VITAL accountant/bookkeeper• The power of frameworks and methodology to articulate your value and have people biting your hand off to work with you• The 5 activators that every newbie and established advisor must set in motion.• How to add 10-50k a month in advisory services to your practiceDon't miss this opportunity to gain valuable insights and learn from an expert in the field!Speakers: Amanda C. Watts

Join us to discover how intelligent automation drives business efficiency, cost reduction, risk mitigation and capacity creation within the finance function. Explore its applications in Accounts Payable, Accounts Receivable, FP&A, Account Reconciliation, and Compliance processes and learn from real-world examples including insightful case studies and practical demonstrations. Panelists: Patrick Armknecht - Shareholder, SD Digital Nick Curtin - Senior Sales Engineer, Automation Anywhere Zack Price - Partner Account Manager, Automation Anywhere Andrew Reo II – Automation Solution Architect, SD Digital About SD Digital SD Digital helps organizations translate technology to transformative change and realize the best version of themselves. With a forward-thinking cap and digital lens, we empower organizations to realize the art of the possible with the power of digital through business-focused and technology-enabled solutions, built on an unwavering commitment to practicality, speed to market and the user experience. Learn at www.schneiderdowns.com/digital or contact the team at contactsd@schneiderdowns.com.

Are you prepared to navigate the complexities of implementing the Current Expected Credit Loss (CECL) standard within your nonprofit organization? If so, join us for an exclusive webinar tailored specifically for nonprofit professionals like you.Key highlights:Professional guidance: Learn from industry leaders Kendall Kuhn and Justin Kay as they delve into the nuances of CECL and its impact on nonprofits.Practical insights: Explore proven strategies for forecasting and recognizing expected credit losses upfront, helping ensure compliance without compromising your organization’s mission.Tailored solutions: Gain practical skills in CECL model development, validation and documentation tailored to nonprofit operations.Ongoing support: Discover transition strategies and compliance measures essential for effectively implementing and maintaining CECL standards.Learning outcomes:Understand CECL’s impact: Distinguish the nuances of CECL and its specific implications for nonprofit organizations.Forecasting strategies: Examine proven strategies for forecasting and recognizing expected credit losses customized to nonprofit portfolios.Practical skills development: Acquire practical skills in CECL model development, validation and documentation directly applicable to nonprofit operations.Transition and compliance: Analyze transition strategies and ongoing compliance measures to effectively implement and maintain CECL standards within nonprofit contexts.Empower your nonprofit with the knowledge and tools needed to conquer CECL implementation challenges and safeguard financial compliance. Reserve your spot today!Thursday, June 27, 2024 | 10:00 a.m. – 11:40 a.m. PTCourse Level: IntermediateThis session is eligible for 2.0 CPE credit hours (Technical)Don’t miss out! Register now to secure your spot.Why attend?CECL implementation is a critical aspect of financial management for nonprofits. This webinar equips you with the insights and skills necessary to effectively manage CECL standards, helping ensure compliance while staying true to your organization’s mission. Take advantage of this opportunity to elevate your nonprofit’s financial practices. Register now.The Presenters: Kendall Kuhn (Senior Manager, Assurance) and Justin Kay (Director, Technical Accounting & IPO Readiness).

Month-end closing poses significant operational challenges, including data accuracy, time constraints, complexity, regulatory compliance, and resource allocation.All of these issues can affect the accuracy and efficiency of financial activities. And as your fund grows, month-end closing becomes even more complicated.In our upcoming webinar, reconciliation experts from IVP will demonstrate how automated reconciliation helps you close the books faster.AGENDA:Common challenges associated with month-end processingStrategies for streamlining month-end closing and accelerating NAV generationReal-world examples of the impact of the IVP Reconciliation SolutionProduct Demo of IVP Reconciliation SolutionQ&A session with reconciliation expertsSPEAKERS:Nikhil Tyagi, Managing Director, Indus Valley Partners

What you’ll learn?In today's fast-paced and technology-driven business landscape, Accounts Payable (AP) automation has become a crucial component for finance teams striving to enhance efficiency, accuracy, and control over their financial operations.Esker’s Accounts Payable solution can automate every phase of your AP process - minimising manual touch points and freeing up time for you to focus on more strategic, high-value activities. Check out Esker’s solution and see firsthand how it can benefit you and your team with features including:A user-friendly interface that makes using the solution simple and easyAutomated workflows that streamline invoice processing and enhance AP visibilityBest-in-class data capture that allows you to reach the highest recognition rate possibleElimination of manual processes, promoting workplace flexibility and job satisfactionHere's a glimpse of what you can expect in this webinar:The Power of AI in AP: See firsthand how our AI-driven solution can automate invoice processing, reduce manual intervention, and increase accuracy.Efficiency Boost: Understand how automation can accelerate your AP cycle times, allowing your team to focus on more strategic tasks.Cost Savings: Discover the potential cost savings from reducing errors, avoiding late fees, and optimising early payment discounts.Meet our ExpertEddy Hindarto | Solutions Consultant, Source-to-Pay | Esker Australia

Taxes can be the single greatest retirement expense, and clients are looking for someone who knows how to ease those stressors.If you can strategically create a plan that helps maximize their income and minimize their taxes, you’ll provide more value as an advisor.The result? The ability to attract wealthier clients, expanding your business, and better retention rates.Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.You’ll learn how to:Measure and manage your clients’ dynamic tax bracketsMitigate marginal tax trapsAllocate tax-sensitive assetsReview gifting strategies with your clientsUnderstand the “Order of Money” and explain it to clientsYou’ll also learn about the key provisions of the Tax Cuts and Jobs Act set to expire in 2026, and tips for helping your clients navigate these changes and minimize their tax liabilities in their financial plans.Don't miss out on the opportunity to differentiate your firm and grow your revenue capabilities — register today!

ASA announces the hosting of an upcoming webinar entitled BV541 Legal Entity Valuation Best Practices, May 16th, 2024, from 1:00 pm – 2:30 pm EDT. A pivotal resource for valuation professionals, tax directors, tax planning professionals, CFOs, and controllers, the webinar will delve into the circumstances that necessitate legal entity valuations and guide participants through essential considerations, including valuation methodologies, discount rates, tax rates, and compliance with local country requirements. Register or find more information at https://bit.ly/3SV3Qw7.