Join us for one — or all — of our informative Summer CPE webinars and earn up to 4.0 hours of CPE credit. We’ll address impactful areas for businesses and individuals, including the finance team’s role in owner estate plans, the not-for-profit finance function, state and local tax opportunities, and technical updates for CFOs and controllers. Don’t miss these informative sessions!
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JUL
Understanding the Finance Team’s Role in an Owner’s Estate Plan
Tuesday, July 14, 11 a.m. to Noon ET
Many closely held business owners create an estate plan and then expect their finance team to help implement, monitor and manage it. As part of that team, do you know what’s expected and how to effectively deliver? We’ll discuss considerations in executing an estate plan on behalf of an owner, including governance, entity distributions, income taxes, future triggering events and more.
Participants will earn 1.0 CPE credits.
Presenters: Tom Kotick, Scott Swain21
JUL
Helping Not-for-Profits Build a Better Finance Organization
Tuesday, July 21, 11 a.m. to Noon ET
Not-for-profit finance leaders manage tight budgets and complex grant and reporting requirements, all while fiscally supporting the organization’s strategic objectives. In this session, we’ll discuss the intersection of data, technology and process — and how that knowledge can help build a more flexible finance organization that proactively manages complexities and drives strategic priorities forward.
Participants will earn 1.0 CPE credit.
Presenters: John Cavalier28
JUL
Optimizing Opportunities in the State and Local Tax Landscape
Tuesday, July 28, 11 a.m. to Noon ET
State and local taxes are integral not only to a company’s compliance function, but also to its overall success. Join us for an update on key legislative tax provisions, as well as the potential impact of state conformity to the One Big Beautiful Bill Act — and opportunities your business may be able to maximize.
Participants will earn 1.0 CPE credit.
Presenters: Hannah Prengler, Nick Longo, Marc Caito11
AUG
Examining the Guidance: Key Technical Updates for CFOs & Controllers
Tuesday, August 11, 11 a.m. to Noon ET
Join our Office of the CFO for an update on recent technical guidance. We’ll dive into FASB pronouncements covering income statement disaggregation, stock compensation, government grants and others. We’ll also address the SEC’s guidance on moving from quarterly to semi-annual reporting and its potential impact for companies with a public exit on the horizon.
Participants will earn 1.0 CPE credit.
Presenters: Phil Ryan, Jeff HarndenAdditional Information
Cohen & Co is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.