Corporate Financial CPE Pass: Insights for Today's CPAs in Business - 2025/26

This comprehensive event offers a focused exploration of some of today’s most pressing technology, tax and policy challenges. Attendees will engage in sessions covering the “One Big Beautiful Bill Act,” U.S. tariff policies, digital transformation and AI, ERP modernization and adaptive budgeting techniques.

Highlights

This five-session program, designed by industry experts, fosters strategic thinking and practical insight. In addition to presentations offering guidance, it will feature a panel sharing real-world responses to economic uncertainty. While not exhaustive, this event aims to equip you with actionable perspectives to navigate change and uncover strategic value in compliance. 

11 a.m.-12 p.m. 

Navigating Change in Washington: Tariffs, Trade, and the “One Big Beautiful Bill Act” 

Iris Laws, Knowledge Transfer Strategist, Washington National Tax Office, Forvis Mazars 

Michael Cornett, Managing Director, Washington National Tax Office, Forvis Mazars 

Explore how activity in DC could impact your business – from tax strategies resulting from the One Big Beautiful Bill Act (OBBBA), to navigating the evolving landscape of US tariff policies.  

Understand the latest tax legislation changes, including the reinstatement of 100% bonus depreciation, the deductibility of domestic R&E expenses and the increased Section 163(j) limitation. This knowledge will enable businesses to make informed decisions about their tax strategies, adjust their financial planning and ensure compliance with new regulations. Additionally, you’ll gain insight into recent changes in U.S. tariff policy and some considerations for mitigating the related impacts. 

 

12-12:30 p.m. 

AI-Driven ERP Modernization: Tailored Transformation for Foundational, Emerging and Evolving Organizations 

Jonathan Stomberger, Partner, CFO & Business Consulting, ERP Modernization, Forvis Mazars 

James Lewis, Senior Manager, CFO & Business Consulting, ERP Modernization, Forvis Mazars 

Brett Johnson, Manager, CFO & Business Consulting, ERP Modernization, Forvis Mazars 

As AI becomes more prevalent, businesses must clearly define their business goals and vision for the future. Learn to enhance operational efficiency, decision-making and adaptability by integrating AI into ERP systems and discover tailored strategies for your organization, whether you’re still exploring which ERP system to select, have just implemented a new ERP system or are fully integrated and ready to run. 

Gain insights into current trends in ERP modernization, discover the ERP strategy best suited for your organization and deepen your understanding of essential compliance features in AI-driven ERP strategies. This information will help empower you to make informed decisions, optimize operational efficiency and position your organization for future success.  

 

12:30-1 p.m. 

Forecasting in a Fog: Budgeting Amid Policy Shifts 

Clarissa Daulton, Director, CFO & Business Consulting, Forvis Mazars 

John Rowe, Director, CFO & Business Consulting, Forvis Mazars 

Discover how adaptive budgeting techniques, rolling forecasts, and AI-powered financial planning are transforming organizations’ ability to navigate change and drive growth. This session will showcase practical strategies and innovative tools to elevate your FP&A function for clarity, resilience and data-driven decision-making.  

Receive recommendations for how your organization might be able to enhance agility and responsiveness, improve decision making, yield greater forecast accuracy, create stronger a stronger collaboration environment, boost operational efficiency and future-proof skills.  

 

1-1:30 p.m. 

Tax Transformation: From Compliance to Strategic Value 

Kelly Necessary, Partner, Federal Tax Specialty, Forvis Mazars 

Explore how tax transformation can be a strategic lever for navigating organizational change and uncertainty. Receive insights about aligning tax functions with broader transformation initiatives to drive resilience, agility and long-term value.  

1:30-2 p.m. 

Details about this session will be published soon. 

 

Benefits

Attendees will gain timely insight into tax policy shifts, AI-driven ERP modernization, adaptive budgeting, and tax transformation strategies. They’ll also hear from experts about real-world approaches to navigating economic and policy changes.

Designed For

CPAs and accounting leaders in advisory, strategic or decision-making roles and particularly those responsible for guiding organizations through regulatory changes, technological transformation and economic uncertainty.

View Full Event Details

This comprehensive event offers a focused exploration of some of today’s most pressing technology, tax and policy challenges. Attendees will engage in sessions covering the “One Big Beautiful Bill Act,” U.S. tariff policies, digital transformation and AI, ERP modernization and adaptive budgeting techniques.

Highlights

This five-session program, designed by industry experts, fosters strategic thinking and practical insight. In addition to presentations offering guidance, it will feature a panel sharing real-world responses to economic uncertainty. While not exhaustive, this event aims to equip you with actionable perspectives to navigate change and uncover strategic value in compliance. 

11 a.m.-12 p.m. 

Navigating Change in Washington: Tariffs, Trade, and the “One Big Beautiful Bill Act” 

Iris Laws, Knowledge Transfer Strategist, Washington National Tax Office, Forvis Mazars 

Michael Cornett, Managing Director, Washington National Tax Office, Forvis Mazars 

Explore how activity in DC could impact your business – from tax strategies resulting from the One Big Beautiful Bill Act (OBBBA), to navigating the evolving landscape of US tariff policies.  

Understand the latest tax legislation changes, including the reinstatement of 100% bonus depreciation, the deductibility of domestic R&E expenses and the increased Section 163(j) limitation. This knowledge will enable businesses to make informed decisions about their tax strategies, adjust their financial planning and ensure compliance with new regulations. Additionally, you’ll gain insight into recent changes in U.S. tariff policy and some considerations for mitigating the related impacts. 

 

12-12:30 p.m. 

AI-Driven ERP Modernization: Tailored Transformation for Foundational, Emerging and Evolving Organizations 

Jonathan Stomberger, Partner, CFO & Business Consulting, ERP Modernization, Forvis Mazars 

James Lewis, Senior Manager, CFO & Business Consulting, ERP Modernization, Forvis Mazars 

Brett Johnson, Manager, CFO & Business Consulting, ERP Modernization, Forvis Mazars 

As AI becomes more prevalent, businesses must clearly define their business goals and vision for the future. Learn to enhance operational efficiency, decision-making and adaptability by integrating AI into ERP systems and discover tailored strategies for your organization, whether you’re still exploring which ERP system to select, have just implemented a new ERP system or are fully integrated and ready to run. 

Gain insights into current trends in ERP modernization, discover the ERP strategy best suited for your organization and deepen your understanding of essential compliance features in AI-driven ERP strategies. This information will help empower you to make informed decisions, optimize operational efficiency and position your organization for future success.  

 

12:30-1 p.m. 

Forecasting in a Fog: Budgeting Amid Policy Shifts 

Clarissa Daulton, Director, CFO & Business Consulting, Forvis Mazars 

John Rowe, Director, CFO & Business Consulting, Forvis Mazars 

Discover how adaptive budgeting techniques, rolling forecasts, and AI-powered financial planning are transforming organizations’ ability to navigate change and drive growth. This session will showcase practical strategies and innovative tools to elevate your FP&A function for clarity, resilience and data-driven decision-making.  

Receive recommendations for how your organization might be able to enhance agility and responsiveness, improve decision making, yield greater forecast accuracy, create stronger a stronger collaboration environment, boost operational efficiency and future-proof skills.  

 

1-1:30 p.m. 

Tax Transformation: From Compliance to Strategic Value 

Kelly Necessary, Partner, Federal Tax Specialty, Forvis Mazars 

Explore how tax transformation can be a strategic lever for navigating organizational change and uncertainty. Receive insights about aligning tax functions with broader transformation initiatives to drive resilience, agility and long-term value.  

1:30-2 p.m. 

Details about this session will be published soon. 

 

Benefits

Attendees will gain timely insight into tax policy shifts, AI-driven ERP modernization, adaptive budgeting, and tax transformation strategies. They’ll also hear from experts about real-world approaches to navigating economic and policy changes.

Designed For

CPAs and accounting leaders in advisory, strategic or decision-making roles and particularly those responsible for guiding organizations through regulatory changes, technological transformation and economic uncertainty.

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If you remember your very favorite financial presentation, you’re in a rare category. Accounting information is often not entertaining or memorable. Find out how presenting your information in a story or narrative fashion can generate clearer understanding and more effective discussion and decision making.

Highlights

This fun and entertaining webinar will show you how to:

• Present with stories
• Simplify the balance sheet
• Break out cash flows

Benefits

Improve your presentation skills to ensure that your message is heard, understood and remembered.

Designed For

CPAs and accountants who have to present financial information

View Full Event Details

If you remember your very favorite financial presentation, you’re in a rare category. Accounting information is often not entertaining or memorable. Find out how presenting your information in a story or narrative fashion can generate clearer understanding and more effective discussion and decision making.

Highlights

This fun and entertaining webinar will show you how to:

• Present with stories
• Simplify the balance sheet
• Break out cash flows

Benefits

Improve your presentation skills to ensure that your message is heard, understood and remembered.

Designed For

CPAs and accountants who have to present financial information

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As financial data races through digital highways, internal controls are your organization's seatbelt — vital for safety, direction and compliance. In this session, we’ll uncover how modern technology is reshaping risk, redefining accountability and revolutionizing the future of financial integrity.

Highlights

• The Evolution of Internal Controls: From manual processes to integrated digital frameworks
• Designing control activities for ERP systems
• Evaluating the effectiveness of internal controls

Benefits

In today’s digital-first world, relying on outdated internal controls is like locking your doors but leaving the windows wide open. This class empowers professionals to recognize emerging risks, embrace automated safeguards and strengthen the financial backbone of your organization.

Designed For

Accountants at all levels within corporate finance

View Full Event Details

As financial data races through digital highways, internal controls are your organization's seatbelt — vital for safety, direction and compliance. In this session, we’ll uncover how modern technology is reshaping risk, redefining accountability and revolutionizing the future of financial integrity.

Highlights

• The Evolution of Internal Controls: From manual processes to integrated digital frameworks
• Designing control activities for ERP systems
• Evaluating the effectiveness of internal controls

Benefits

In today’s digital-first world, relying on outdated internal controls is like locking your doors but leaving the windows wide open. This class empowers professionals to recognize emerging risks, embrace automated safeguards and strengthen the financial backbone of your organization.

Designed For

Accountants at all levels within corporate finance

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Federal tax laws have shifted for businesses with the passage of the One Big Beautiful Bill Act. Discover what you need to know and the proactive steps you can take to better plan for year-end, mitigate risks and capitalize on new opportunities.

Highlights

• Extension of Tax Cuts and Jobs Act provisions impacting businesses
• One Big Beautiful Bill Act tax changes impacting businesses including IRC Sec 174, 163(j), charitable contributions and bonus depreciation
• Impact of new legislation on ASC-740 tax provisions
• Pass-thru entity tax deductions (SALT workarounds)

Benefits

Understand how new tax laws and recent federal changes impact businesses.

Designed For

• CPAs and accountants working in corporate finance and accounting
• CPAs in public practice providing outsourced CFO services

View Full Event Details

Federal tax laws have shifted for businesses with the passage of the One Big Beautiful Bill Act. Discover what you need to know and the proactive steps you can take to better plan for year-end, mitigate risks and capitalize on new opportunities.

Highlights

• Extension of Tax Cuts and Jobs Act provisions impacting businesses
• One Big Beautiful Bill Act tax changes impacting businesses including IRC Sec 174, 163(j), charitable contributions and bonus depreciation
• Impact of new legislation on ASC-740 tax provisions
• Pass-thru entity tax deductions (SALT workarounds)

Benefits

Understand how new tax laws and recent federal changes impact businesses.

Designed For

• CPAs and accountants working in corporate finance and accounting
• CPAs in public practice providing outsourced CFO services

View Full Event Details

Join us for a comprehensive look at the current and projected business landscape in New Jersey.

Highlights

As businesses continue to navigate evolving market dynamics, understanding the key trends, opportunities and challenges is crucial for strategic planning and sustainable growth. Learn about recent and upcoming legislative, regulatory and policy updates impacting businesses in New Jersey.

Benefits

Gain the knowledge needed to make informed decisions and capitalize on emerging opportunities in New Jersey's dynamic economy.

Designed For

• CPAs and accountants working in corporate finance and accounting for a New Jersey business
• CPAs in public practice providing services to New Jersey businesses

View Full Event Details

Join us for a comprehensive look at the current and projected business landscape in New Jersey.

Highlights

As businesses continue to navigate evolving market dynamics, understanding the key trends, opportunities and challenges is crucial for strategic planning and sustainable growth. Learn about recent and upcoming legislative, regulatory and policy updates impacting businesses in New Jersey.

Benefits

Gain the knowledge needed to make informed decisions and capitalize on emerging opportunities in New Jersey's dynamic economy.

Designed For

• CPAs and accountants working in corporate finance and accounting for a New Jersey business
• CPAs in public practice providing services to New Jersey businesses

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Learn how today’s finance leaders must master agility, anticipate change and unite their teams while steering through unprecedented waves of business disruption.

Highlights

More details about this session will be shared soon.

View Full Event Details

Learn how today’s finance leaders must master agility, anticipate change and unite their teams while steering through unprecedented waves of business disruption.

Highlights

More details about this session will be shared soon.

View Full Event Details

C-level executives will receive a plain English roadmap to reduce financial and operational risk fast. We’ll translate today’s most expensive attacks (business email compromise, ransomware, MFA fatigue and vendor breaches) into simple questions you can ask yourself while doing a cyber health check.

Highlights

After completing this course, you will be able to:

• Identify the top cyber threats most likely to impact SMBs (e.g., BEC, ransomware, MFA fatigue and vendor compromise).
• Assess your organization’s risk posture and common cyberinsurance control checklists.
• Review the essential components of an incident response plan.
• Differentiate between technical controls (e.g., MFA everywhere, EDR, SIEM/SOC, email security and geofencing) and process controls (e.g., vendor management, data retention/destruction and least privilege) that materially reduce risk.
• Apply a lightweight risk register/risk scoring method to prioritize remediation and justify spend.
• Explain the legal, financial and reputational fallout of a cybersecurity incident.

Benefits

• Understand the protections every organization should have, including a one-page incident response to clarify who does what when a cybersecurity incident hits.
• Learn how to use a lightweight risk scorecard to prioritize fixes, report progress to owners/boards and stay on the right side of insurers and regulators.

Designed For

Accounting and business leaders who play a role in their organization’s cybersecurity

View Full Event Details

C-level executives will receive a plain English roadmap to reduce financial and operational risk fast. We’ll translate today’s most expensive attacks (business email compromise, ransomware, MFA fatigue and vendor breaches) into simple questions you can ask yourself while doing a cyber health check.

Highlights

After completing this course, you will be able to:

• Identify the top cyber threats most likely to impact SMBs (e.g., BEC, ransomware, MFA fatigue and vendor compromise).
• Assess your organization’s risk posture and common cyberinsurance control checklists.
• Review the essential components of an incident response plan.
• Differentiate between technical controls (e.g., MFA everywhere, EDR, SIEM/SOC, email security and geofencing) and process controls (e.g., vendor management, data retention/destruction and least privilege) that materially reduce risk.
• Apply a lightweight risk register/risk scoring method to prioritize remediation and justify spend.
• Explain the legal, financial and reputational fallout of a cybersecurity incident.

Benefits

• Understand the protections every organization should have, including a one-page incident response to clarify who does what when a cybersecurity incident hits.
• Learn how to use a lightweight risk scorecard to prioritize fixes, report progress to owners/boards and stay on the right side of insurers and regulators.

Designed For

Accounting and business leaders who play a role in their organization’s cybersecurity

View Full Event Details

In today’s fast-paced business environment, financial planning and analysis (FP&A) is evolving from a back-office function into a strategic driver of enterprise value. This session explores how modern FP&A teams can go beyond budgeting and forecasting to deliver real-time insights, scenario modeling and data-driven decision support.

Highlights

We’ll discuss best practices for aligning finance with business strategy, leveraging technology for predictive analytics, bridging any gaps you have between Excel and the modern FP&A stack, and building agile planning processes that adapt to change. Whether you're preparing for an IPO, navigating market volatility or scaling for growth, this session will equip you with the tools to elevate your FP&A function and drive smarter business outcomes.
Learning objectives include:

• Understanding the strategic role of modern FP&A
• Optimizing existing systems to support FP&A
• Exploring tools and techniques for agile planning

Benefits

• Gain actionable strategies through real-time insights, scenario modeling and predictive analytics.
• Receive practical guidance on upgrading from traditional tools like Excel to a modern FP&A tech stack for more scalable financial planning.

Designed For

Corporate CPAs, finance leaders and FP&A professionals who are responsible for forecasting and strategic financial planning

View Full Event Details

In today’s fast-paced business environment, financial planning and analysis (FP&A) is evolving from a back-office function into a strategic driver of enterprise value. This session explores how modern FP&A teams can go beyond budgeting and forecasting to deliver real-time insights, scenario modeling and data-driven decision support.

Highlights

We’ll discuss best practices for aligning finance with business strategy, leveraging technology for predictive analytics, bridging any gaps you have between Excel and the modern FP&A stack, and building agile planning processes that adapt to change. Whether you're preparing for an IPO, navigating market volatility or scaling for growth, this session will equip you with the tools to elevate your FP&A function and drive smarter business outcomes.
Learning objectives include:

• Understanding the strategic role of modern FP&A
• Optimizing existing systems to support FP&A
• Exploring tools and techniques for agile planning

Benefits

• Gain actionable strategies through real-time insights, scenario modeling and predictive analytics.
• Receive practical guidance on upgrading from traditional tools like Excel to a modern FP&A tech stack for more scalable financial planning.

Designed For

Corporate CPAs, finance leaders and FP&A professionals who are responsible for forecasting and strategic financial planning

View Full Event Details