In-person event
Family Office Advanced Leadership Program
Designed for senior family office leaders, this 18-month program sharpens leadership, governance and succession-planning skills.
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Explore upcoming live webinars, CPE programs and in-person events
Live webinar
July 28, 2025
Beyond the audit: Leveraging findings to fuel finance transformation and optimization
Learn how to apply audit insights, improve readiness and modernize finance in this 45-minute panel discussion with live Q&A.
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Live webinar
July 29, 2025
Maximize Sage Intacct reporting: Interactive report writer for deeper insights
Discover how Sage Intacct’s Interactive Custom Report Writer empowers you to build flexible, powerful reports and gain deeper insight across your data.
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Live webinar
July 30, 2025
Modern IT outsourcing: The big picture
Explore IT outsourcing trends, delivery models and pricing, and discover how to align strategies with business goals.
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Live webinar
July 31, 2025
Tax reform in motion: SALT strategies under the One Big Beautiful Bill Act
Explore significant state and local tax considerations introduced by the One Big Beautiful Bill Act and learn strategies for navigating the evolving SALT landscape.
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CPE event
August 04, 2025
Tax-Exempt organizations and the One Big Beautiful Bill Act
Explore key tax considerations of the One Big Beautiful Bill Act and gain strategies to navigate the evolving regulatory and compliance landscape.
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Live webinar
August 05, 2025
DOJ's New Data Security Program: Is Your Organization in the Crosshairs?
Join this webinar to assess your organization’s exposure and risk and learn about compliance deadlines and enforcement milestones.
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Live webinar
August 14, 2025
Internal audit at a crossroads: Adapting to cyberthreats and new standards
Discover cybersecurity trends, IIA updates, and strategies for impactful internal audits.
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On-demand webinars: Information on your schedule
Watch anytime with full access to all resources. On-demand webinars typically are not CPE-eligible unless specifically noted.
On-demand webinar
The modern chief marketing officer: Creative acceleration in the age of AI
This webinar will help CMOs accelerate creativity and production by utilizing generative AI in their creative and marketing strategies.
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On-demand webinar
Unlock efficiency: Join RSM and Boomi in a two-part data webinar series
Learn how to transform your business operations with data pipeline automation and master data management (MDM) distribution hub during our live two-part webinar series.
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On-demand webinar
Treasury transformation: Navigating market trends with Kyriba and MassMutual
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Search past events to access certificates and review event resources
Topic
Industry
Service
Technology
Recorded webinar
July 24, 2025
Empowering financial institutions with Microsoft 365
Discover strategic approaches and innovative solutions with Microsoft 365 to empower financial institutions in a dynamic digital landscape.
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Recorded webinar
July 17, 2025
Tax Reform in Motion: Helping you understand how the OBBBA may affect you and your business
Two targeted opportunities to learn how OBBBA may impact you: internationally active companies, privately held businesses and individual owners.
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Past event
July 14, 2025
NACCHO360 Annual Conference
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