December 
6
, 
2021
Future Forward Forum 2025
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5:00pm – 5:15pm

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5:00pm – 5:15pm

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5:00pm – 5:15pm

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National Sessions
Local Market Sessions

2025 Future Forward Forum

Virtual Sessions: December 2-4
Local Sessions: December 8-12
10:00AM
-
10:00am 
CDT
Future Forward Forum 2025

CPE credit information

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Event description field if not using the About Block  for description.

This event may qualify you for CPE credit.

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Future Forward Forum 2025

Being a good leader is more than being the boss

Monday
, 
December 
6
, 
2021
1:30PM
–
6:30PM 
CST

Zoom Enterprise Technology

National sessions

CPE credit information

Course description

Welcome to the 2025 Future Forward Forum—formerly known as the Year-End Technical Update. Today’s leaders are looking for more than updates; they’re interested in foresight. This year’s forum, designed for executives and professionals, features a blend of interactive webcasts and in-person networking opportunities in select markets for both public and private companies.


Attendees can gain curated, strategic insights from subject-matter specialists who will address emerging issues, technical accounting topics, and trends that are helping shape tomorrow’s business landscape. The flexible agenda allows participants to attend sessions that are most relevant to their interests while also earning CPE credits before year-end. Following the virtual program, select markets will host local sessions, providing additional CPE and networking opportunities.


Important note for local sessions! Certificates may not be delivered by December 31, 2025. Attendees may view CPA Filing deadlines by State here. Applicable to local sessions only – not the national virtual sessions where CPE is awarded immediately following the session.

Learning objectives

Participants will be able to leverage insights and describe the following topics:

  • US economic update

  • Driving M&A success: Insights for uncertain times
  • The quantum race: Building competitive advantage through early preparation

  • The space economy: Preparing for the future
  • The tax policy landscape post the One Big Beautiful Bill Act
  • AI transformation in finance, accounting, and controls for private companies
  • Navigating transformation: Tax policy, tariffs, and technology
  • Private company capital markets outlook: Navigating exit strategies and M&A opportunities
  • AI in action: How agentic AI is transforming enterprise decision-making

Additional information

CPE credit is only awarded for participation in the live program, and not a recording of the presentation. Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit. CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.

CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit. CPE certificates for eligible viewers are available to download immediately following the conclusion of the live webinars.
*NASBA CPE Credits are not guaranteed. Receipt of NASBA CPE Credits for this course is contingent upon eligibility of course subject matter, course owner satisfaction of course delivery and submission requirements, and instructor/participant satisfaction of attendance proof requirements. Deliveries of this course by a non-U.S. Deloitte member firm are not eligible for NASBA CPE Credits.

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Course level

Overview

Recommended credit amount

1 CPE credit per webcast

Registration method

Virtual registration

Attendance method

Webinar technology

Pre-requisites

N/A

Advanced preparation

N/A

Cancellations/concerns contact

Future Forward Forum Program Team

Recommended subject area

Economics, Accounting, Specialized Knowledge, Business Management & Organization, Taxes, Information Technology

Official NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

Local market sessions

11
/
28
/
23
 – 
12
/
08
/
23
10:00am
 – 
10:30am 
CST

10/XX/21

Boston | 12/1/2023 | 11:30AM-1:30PM EST 

2023 Deloitte Year-End Technical Update – Boston

The Four Factors of Trust
The importance of trust is at an all-time high—just as our inclination to trust is at an all-time low. TrustID measures the Four Factors of Trust, predicts how emotions will impact customer, worker and partner behaviors, and identifies what actions organizations need to take to (re)build trust.
Future of Energy in New England
During this panel discussion, our panelists will discuss the challenges and opportunities the future of energy brings and how organizations can accelerate impact on markets, stakeholders, and society.

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10/21/21

California | 12/9/2025 | 8:30AM-12:30PM PST

2025 Future Forward Forum - California
CA Ethics and Fraud Case Studies

Examine case studies that focus on ethical dilemmas, fraud findings and ethical issues affecting California CPAs. Case studies will test your knowledge of threats and safeguards. This course fulfills both fraud and ethics requirements.

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10/XX/21


Denver | 12/9/25 | 8:30AM-10:30AM MST

2025 Future Forward Forum - Denver

Colorado Rules and Regulations

Participants will leverage how to apply these bodies of law to practical, everyday experiences for the CPA in public, private, and government practices. Also, get updated on State Board Statutes and Rules.

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10/22/21 

Greater Washington and Richmond | 12/11/25 | 8:00AM-9:45AM EST

2025 Future Forward Forum – Virginia Ethics

Join us for our annual Virginia Ethics course. We are offering two hours of ethics training that satisfies Virginia’s ethics requirement. This year’s topic is “AI Ethics” and the course will explore how CPAs can responsibly integrate AI into their work while maintaining ethical principles like transparency, accountability and fairness.

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10/21/21

Las Vegas | 12/11/2025 | 1:00PM-5:00PM PST

2025 Future Forward Forum - Las Vegas

Join us for our annual Las Vegas Technical Update, where subject matter leaders will explore timely insights on accounting technical updates, tax policy changes, and ethics. Connect with peers, enhance your knowledge, and gain practical perspectives that could help your organization stay ahead in today’s dynamic business environment.

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10/XX/21 

Louisville | 12/10/25 | 1:00PM-5:00PM EST

2025 Future Forward Forum - Louisville
Navigating Today's Business Landscape

Join us for an insightful session featuring discussions on current hot topics in the business world, including local economic development initiatives, business ethics, and more. Gain insights and practical strategies that can help you navigate these critical areas and drive your business forward. Lunch will be provided prior to the session, and following our program, we invite you to enjoy a networking reception with snacks and beverages to connect with your local business peers.

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10/XX/21

Milwaukee | 12/11/25 | 9:00AM-10:00AM CST

2025 Future Forward Forum - Milwaukee

Navigating tariff uncertainty: Strategic implications for businesses

This learning event will feature a presentation by a Deloitte professional who will lead an insightful discussion surrounding recent tariff developments and perspectives to help navigate this evolving landscape.

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10/22/21 

Nashville | 12/6/24 | 10:00AM-11:00AM CST

2024 Deloitte Year-End Technical Update – Nashville

Join us for a discussion with Ralph Schulz, President and CEO of the Nashville Area Chamber of Commerce, for an insightful conversation on the economic impacts and strategic community partnerships that are shaping the future of Nashville.

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10/XX/21 

Ohio | 12/12/225 | 9:00AM-12:00PM EST

2025 Future Forward Forum - Ohio
Ethical Application of Artificial Intelligence: Guiding Principles for Accounting (PSR4)

As artificial intelligence (AI) becomes increasingly embedded in accounting systems and services, professionals must navigate a complex ethical landscape. This three-hour course explores the ethical implications of AI through the lens of ethical philosophy, professional codes of conduct, and real-world scenarios.

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10/XX/21

Omaha | 12/8/23 | 8:30 AM-11:50AM CST

2023 Deloitte Year-End Technical Update – Omaha | General

This Technical Accounting Update will provide insight and practical guidance around emerging issues and technical accounting topics, including generative AI in accounting, finance transformation and SOX modernization.

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10/XX/21

Omaha | 12/8/23 | 12:00 PM-12:00PM CST

2023 Deloitte Year-End Technical Update – Omaha | Controllers Luncheon

This Technical Accounting Update will provide insight and practical guidance around emerging issues and technical accounting topics, including generative AI in accounting, finance transformation and SOX modernization.

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10/XX/21 

Omaha | 12/8/23 | 8:00 AM-12:00PM CST

2023 Deloitte Year-End Technical Update – Omaha | Insurance

This Technical Accounting Update will provide insight and practical guidance around emerging issues and technical accounting topics applicable to the insurance industry. We will provide updates on the state of the industry, STAT, LDTI Lessons Learned, Insurance Tax and AI in insurance.

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10/XX/21

Omaha | 12/8/23 | 1:00 PM-4:10PM CST

2023 Deloitte Year-End Technical Update – Omaha | Plenary

The course will kick off with session on ethics and what threatens our commitment to ethics.

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10/XX/21

Phoenix | 12/10/25 | 9:30AM-12:00PM MST

2025 Future Forward Forum - Phoenix

The Future Forward Forum CPE event at Deloitte’s Tempe office is designed to provide Tax and Audit & Assurance professionals important insights into some of the latest advancements in technology and regulatory changes. Attendees will have the opportunity to benefit from the keynote sessions focused on the impact of AI and the evolving landscape of tax policy. The event will also feature speakers that offer insights into skills and strategies for integrating new technologies into professional practice. In addition to earning Continuing Professional Education (CPE) credits, participants will have the opportunity to network with industry specialists and peers, which can foster professional relationships. This event is an opportunity for professionals to support their colleagues, stay informed, and enhance their skills in a rapidly changing industry.

 

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10/XX/21

Portland | 12/9/25 | 1:00PM-4:00PM PST

2025 Future Forward Forum - Portland

In today’s dynamic business environment, leaders face a constant stream of new challenges and opportunities. Our local Portland session is designed to help keep you ahead of the curve, offering timely insights into some of the issues that matter most to organizations right now. Join us for a series of sessions led by subject matter specialists, where we’ll explore emerging trends, evolving risks, and innovative insights shaping the business landscape.


Whether your focus is on navigating regulatory changes, harnessing new technologies, or driving organizational resilience, our agenda is curated to explore the topics top of mind for business leaders. Following our session, we invite you to enjoy a networking reception with hors d'oeuvres and beverages to connect with your local business peers.

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10/XX/21

Raleigh | 12/5/24 | 1:00PM-4:00PM EST

2024 Deloitte Year-End Technical Update – Raleigh

Join us at the Raleigh Deloitte office for a watch party featuring two national virtual sessions on the Tax & Legislative Update and the Public Company Accounting Update. We will tune into each one-hour program together and then host a small roundtable discussion following the session to delve deeper into these critical topics. The event will conclude with a networking reception, providing an excellent opportunity to connect with local business peers and discuss insights gained from the sessions.

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10/29/21

Sioux Falls | 12/9/25 | 8:30AM-5:30PM CST

2025 Future Forward Forum – Sioux Falls

The ethics session will provide an update in accounting and business ethics issues. There will be a focus on learning from real-world ethical violations involving business professionals. The Technical Accounting Update will provide insights and practical guidance around emerging issues and technical accounting topics. The tax session will cover the current tax environment, including the "One Big Beautiful Bill". The AI session will provide an overview of AI concepts including applications within Accounting and Finance functions and future trends.

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10/XX/21

Texas | 12/10/25 | 9:00AM-10:00AM CST

2025 Future Forward Forum - Texas
Texas Business Outlook: Perspectives on Growth, Opportunity, and the Road Ahead

A panel discussion that will explore key trends shaping the future of Texas business. Panelists will be from the Austin Chamber of Commerce, Dallas Regional Chamber, Greater Houston Partnership and the San Antonio Chamber of Commerce and will share perspectives on growth, innovation, and the opportunities ahead for the state. Moderating our session will be the Deloitte Texas Managing Partners: Dan Berner, North Texas; Alison Walgren, Austin; and Melinda Yee, Houston.

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10/XX/21

Upstate NY - Buffalo| 12/11/24 | 2:00PM-4:00PM EST

2024 Deloitte Year-End Technical Update – Upstate NY Buffalo

Explore the critical impact of cybersecurity on modern businesses, emphasizing its importance in strategic planning and long-term resilience. This session will provide actionable insights and strategies that businesses can implement to navigate the evolving cybersecurity landscape. Following our session, we invite you to enjoy a networking reception with hors d'oeuvres and beverages to connect with your local business peers.

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10/22/21

Upstate NY - Rochester | 12/10/24 | 2:00PM-4:00PM EST

2024 Deloitte Year-End Technical Update – Upstate NY Rochester

Explore the critical impact of cybersecurity on modern businesses, emphasizing its importance in strategic planning and long-term resilience. This session will provide actionable insights and strategies that businesses can implement to navigate the evolving cybersecurity landscape. Following our session, we invite you to enjoy a networking reception with hors d'oeuvres and beverages to connect with your local business peers.

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5:00pm – 5:15pm

Omaha | 11/5/21 | 9:00AM-12:30PM CT

Omaha banking session 

This Annual Emerging Issues and Technical Accounting Update Banking Session will provide insights and practical guidance around emerging issues and technical accounting topics applicable to the banking industry. Topics to be discussed include an update on the current state and outlook of the banking industry, a feature on Women in FSI, and we’ll conclude with a tax specific update for the banking industry.

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5:00pm – 5:15pm

Omaha | 11/5/21 | 9:30AM-12:20PM CT

Omaha insurance session 

This Technical Accounting Update will provide insights and practical guidance around emerging issues and technical accounting topics applicable to the insurance industry. Topics to be discussed include the state of the industry, GAAP and STAT accounting updates, a feature on Women in FSI, and we’ll conclude with a tax specific update for the insurance industry.

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11/5/21

Omaha | 11/5/21 | 1:00PM-3:00PM CT

Omaha ethics session and market update 

This session includes general ethics training, what can threaten a commitment to ethics and attendees will also hear about what’s happening at the local level in regard to the Nebraska economy.

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Wednesday, July 24

11
/
28
/
23
 – 
12
/
08
/
23
10:00am
 – 
10:30am 
CST

9:00am - 10:00am

Meet & greet: 

Make sure to arrive early to meet our speakers.

Optional Speaker Name

10:00am - 11:00am

Breakfast [Optional]

Join us in the Deloitte University Market Alcove to meet other attendees

Optional Speaker Name

11:00am - 3:00pm

Deloitte Greenhouse Breakthrough Lab

Workshop Sessions

Optional Speaker Name

Wednesday, July 24

11
/
28
/
23
 – 
12
/
08
/
23
10:00am
 – 
10:30am 
CST

9:00am - 10:00am

Meet & greet: 

Make sure to arrive early to meet our speakers.

Optional Speaker Name

10:00am - 11:00am

Breakfast [Optional]

Join us in the Deloitte University Market Alcove to meet other attendees

Optional Speaker Name

11:00am - 3:00pm

Deloitte Greenhouse Breakthrough Lab

Workshop Sessions

Optional Speaker Name

5:00pm – 5:15pm

Meet & greet: 

Make sure to arrive early to meet our speakers.

Make sure to arrive early to meet our speakers.

5:00pm – 5:15pm

Meet & greet: 

Make sure to arrive early to meet our speakers.

Make sure to arrive early to meet our speakers.

5:00pm – 5:15pm

Meet & greet: 

Make sure to arrive early to meet our speakers.

Make sure to arrive early to meet our speakers.

This event may qualify you for 7.5 CPE credits. Learn more.

RSVPs Closed
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California CPE Credit Details

Course description

Examine case studies that focus on ethical dilemmas, fraud findings and ethical issues affecting California CPAs. Case studies will test your knowledge of threats and safeguards. This course fulfills both fraud and ethics requirements.

Learning objectives

Participants will be able to:

  • Explore case studies combining ethical threats and fraud findings
  • Leverage the new AICPA threat and safeguard format
  • Assess California-specific ethical dilemmas

Additional information

CPE certificates for eligible participants are emailed 4-6 weeks following the event.

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Course level

Overview

Recommended credit amount

4.5 CPE Credits

Recommended subject area

Regulatory Ethics

Registration method

Virtual registration

Attendance method

Zoom Enterprise Technology

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Denver CPE Credit Details

Course description

Participants will leverage how to apply these bodies of law to practical, everyday experiences for the CPA in public, private, and government practices. Also, get updated on State Board Statutes and Rules.

Learning objectives

Participants will be able to:

  • Familiarize and update participants with the Colorado State Board of Accountancy statutes, rules, and regulations and to apply these bodies of law to practical, everyday experience for a CPA in public, private, and government practices. Review and analyze actual State Board of Accountancy cases in order to learn the complaint, investigative, and legal process of the board, and to enable participants to understand the ramifications of this process.

Additional information

CPE certificates for eligible participants are emailed 4-6 weeks following the conclusion of the event. 

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

2 CPE Credits

Recommended subject area

Regulatory Ethics

Registration method

Virtual registration

Attendance method

Zoom Enterprise Technology, Sign-in app

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Greater Washington and Richmond CPE Credit Details

Course description

Join us for our annual Virginia Ethics course. We are offering two hours of ethics training that satisfies Virginia’s ethics requirement. This year’s topic is “AI Ethics” and the course will explore how CPAs can responsibly integrate AI into their work while maintaining ethical principles like transparency, accountability and fairness.

Learning objectives

Participants will be able to:

  • Develop strategies to navigate the complexities of AI governance and regulation, create robust frameworks for ethical decision-making, and adopt sustainable practices to balance innovation with responsibility

Additional information

CPE credit is only awarded for participation in the live program, and not a recording of the presentation.

Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit. CPE certificates for eligible participants are emailed 4-6 weeks following the event.

Delivery method

Virtual Instructor-Led (Group Internet-Based)
Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

2 CPE Credits

Recommended subject area

Regulatory Ethics

Registration method

Virtual registration

Attendance method

Zoom Enterprise Technology

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Las Vegas CPE Credit Information

Course description

Join us for our annual Las Vegas Technical Update, where subject matter leaders will explore timely insights on accounting technical updates, tax policy changes, and ethics. Connect with peers, enhance your knowledge, and gain practical perspectives that could help your organization stay ahead in today’s dynamic business environment.

Learning objectives

Participants will be able to:

  • Explore accounting tech updates and their organizational impact.
  • Explore current tax policies and regulatory changes affecting participants.
  • Discuss ethical challenges and best practices in finance and technology.
  • Identify shared needs in technology, tax, and ethics to foster collaboration.

Additional information

CPE certificates for eligible participants are emailed 4-6 weeks following the conclusion of the live event.

Delivery method

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

4 CPE Credits

Recommended subject area

Behavioral Ethics, Accounting

Registration method

Virtual Registration

Attendance method

Sign-in app

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Louisville CPE Credit Details

Course description

Join us for an insightful session featuring discussions on current hot topics in the business world, including local economic development initiatives, business ethics, and more. Gain insights and practical strategies that can help you navigate these critical areas and drive your business forward. Lunch will be provided prior to the session, and following our program, we invite you to enjoy a networking reception with snacks and beverages to connect with your local business peers.

Learning objectives

Participants will be able to:

  • Examine the tax policy changes impacting your business, explore local economic development initiatives, and discuss ethical challenges and best practices in business.

Additional information

CPE certificates for eligible participants are emailed 4-6 weeks following the event.

Delivery method

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

4 CPE Credits

Recommended subject area

Taxes, Economics, Behavioral Ethics

Registration method

Virtual registration

Attendance method

Sign-in app

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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 Milwaukee CPE Credit Details

Course description

This learning event will feature a presentation by a Deloitte professional who will lead an insightful discussion surrounding recent tariff developments and perspectives to help navigate this evolving landscape.

Learning objectives

Recent tariff developments and the continued uncertainty surrounding their timing, scope, and implementation remain critical business issues. During this session, participants will be provided updates and perspectives to help navigate this evolving landscape. We’ll discuss:

  • How businesses are adapting their tax planning and business strategies in response to tariffs
  • Navigating the impact of increased costs, supply chain disruptions, and complex compliance requirements
  • How industry leaders are leveraging technology to support a dynamic business strategy, mitigate risks, and adapt to ongoing regulatory changes

Additional information

CPE certificates for eligible participants are emailed 4-6 weeks following the event.

Delivery method

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

1.0 CPE Credit

Recommended subject area

Taxes

Registration method

Virtual registration

Attendance method

Sign-in app

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Sioux Falls CPE Credit Details

Course description

The ethics session will provide an update in accounting and business ethics issues. There will be a focus on learning from real-world ethical violations involving business professionals. The Technical Accounting Update will provide insights and practical guidance around emerging issues and technical accounting topics. The tax session will cover the current tax environment, including the "One Big Beautiful Bill". The AI session will provide an overview of AI concepts including applications within Accounting and Finance functions and future trends.

Learning objectives

Participants will be able to:

  • Recognize attitudes related to ethical issues
  • Identify laws and rules which apply to CPAs and the consequences for violating those laws and rules
  • Identify and learn from current ethical violations
  • Identify principles of ethical leadership
  • Identify changes in the current tax environment and how they impact your organization
  • Explore insights into the lastest trends and best practices for adapting to changes in AI
  • Identify changes in the Financial Accounting Standards Board (FASB) and the Securities and Exchange Commission (SEC) and how they impact your organization.

Additional information

 CPE certificates for eligible attendees are emailed 4-6 weeks following the conclusion of the event.

Delivery method

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

7.0 CPE Credits

Recommended subject area

Accounting, Behavioral Ethics, Information Technology, Regulatory Ethics, Taxes

Registration method

Virtual registration

Attendance method

Sign-in app

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Nashville CPE Credit Details

Course description

Join us for a discussion with Ralph Schulz, President and CEO of the Nashville Area Chamber of Commerce, for an insightful conversation on the economic impacts and strategic community partnerships that are shaping the future of Nashville.

Learning objectives

Participants will be able to:

  • Identify how collaborations between public and private sectors are shaping Nashville's future and assess the impact of these partnerships on local businesses and the broader community.
  • Evaluate the short-term and long-term economic impacts of recent developments in the region.

Additional information

CPE credit is only awarded for participation in the live program, and not a recording of the presentation.

Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.

CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live event. 

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Course level

Overview

Recommended credit amount

1 CPE Credit

Recommended subject area

Business Management & Organization

Registration method

Virtual registration

Attendance method

Webinar technology

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Ohio CPE Credit Information

Course description

As artificial intelligence (AI) becomes increasingly embedded in accounting systems and services, professionals must navigate a complex ethical landscape. This three-hour course explores the ethical implications of AI through the lens of ethical philosophy, professional codes of conduct, and real-world scenarios.

Learning objectives

Participants will be able to:

  • Explain key ethical theories and how they apply to decisions involving AI.

  • Identify ethical risks and challenges associated with AI in accounting.

  • Evaluate AI technologies and their applications in alignment with the AICPA Code of Professional Conduct.

  • Apply practical strategies to maintain ethical standards when working with or relying on AI tools.

Additional information

CPE credit is only awarded for participation in the live program, and not a recording of the presentation.

Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.

CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live event. 

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Course level

Overview

Recommended credit amount

3 CPE

Recommended subject area

Ethics | Tiffany Crosby from the OSCPA is distributing certificates. Please contact Tiffany here for questions. 

Registration method

Virtual registration

Attendance method

Zoom Enterprise Technology

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Phoenix CPE Credit Details

Course description

The Future Forward Forum CPE event at Deloitte’s Tempe office is designed to provide Tax and Audit & Assurance professionals important insights into some of the latest advancements in technology and regulatory changes. Attendees will have the opportunity to benefit from the keynote sessions focused on the impact of AI and the evolving landscape of tax policy. The event will also feature speakers that offer insights into skills and strategies for integrating new technologies into professional practice. In addition to earning Continuing Professional Education (CPE) credits, participants will have the opportunity to network with industry specialists and peers, which can foster professional relationships. This event is an opportunity for professionals to support their colleagues, stay informed, and enhance their skills in a rapidly changing industry.

Learning objectives

Participants will be able to:

  • Discover the Impact of Emerging Technologies and Regulatory Changes
  • Develop Strategies to Integrate New Technologies into Professional Practice
  • Expand Professional Networks and Collaborative Knowledge Sharing

Additional information

CPE certificates for eligible participants are emailed 4-6 weeks following the event.

Delivery method

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

3.0 CPE Credits

Recommended subject area

Accounting, Information Technology

Registration method

Virtual registration

Attendance method

Sign-in app

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

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Portland CPE Credit Details

Course description

In today’s dynamic business environment, leaders face a constant stream of new challenges and opportunities. Our local Portland session is designed to help keep you ahead of the curve, offering timely insights into some of the issues that matter most to organizations right now. Join us for a series of sessions led by subject matter specialists, where we’ll explore emerging trends, evolving risks, and innovative insights shaping the business landscape.


Whether your focus is on navigating regulatory changes, harnessing new technologies, or driving organizational resilience, our agenda is curated to explore the topics top of mind for business leaders. Following our session, we invite you to enjoy a networking reception with hors d'oeuvres and beverages to connect with your local business peers.

Learning objectives

Participants will be able to:

  • Explore emerging business trends
  • Evaluate evolving risk and regulatory changes
  • Discuss insights on local economic initiatives

Additional information

CPE certificates for eligible participants are emailed 4-6 weeks following the event.

Delivery method

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

3 CPE Credits

Recommended subject area

Specialized Knowledge, Accounting, Taxes

Registration method

Virtual registration

Attendance method

Sign-in app

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Raleigh CPE Credit Details

Course description

Join us at the Raleigh Deloitte office for a watch party featuring two national virtual sessions on the Tax & Legislative Update and the Public Company Accounting Update. We will tune into each one-hour program together and then host a small roundtable discussion following the session to delve deeper into these critical topics. The event will conclude with a networking reception, providing an excellent opportunity to connect with local business peers and discuss insights gained from the sessions.

Learning objectives

Participants will be able to:

  • Discuss new and proposed accounting standards as well as recent actions of the FASB & SEC
  • Analyze the future tax policy landscape with a focus on key legislative issues

Additional Information

CPE certificates for eligible participants are emailed 4-6 weeks following the conclusion of the event.

Delivery method

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

3.0 CPE Credit

Recommended subject area

Accounting, Taxes

Registration method

Virtual registration

Attendance method

Sign in sheet/App

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Texas CPE Credit Details

Course description

A panel discussion that will explore key trends shaping the future of Texas business. Panelists will be from the Austin Chamber of Commerce, Dallas Regional Chamber, Greater Houston Partnership and the San Antonio Chamber of Commerce and will share perspectives on growth, innovation, and the opportunities ahead for the state. Moderating our session will be the Deloitte Texas Managing Partners: Dan Berner, North Texas; Alison Walgren, Austin; and Melinda Yee, Houston.

Learning objectives

Participants will be able to:

  • Examine the business environment in the State of Texas, the opportunities within the State and utilize this information has they plan ahead in 2026.

Additional information

Certificates are being issued by an external vendor. Their details are below.

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Course level

Overview

Recommended credit amount

1 CPE Credit

Recommended subject area

Specialized Knowledge

Registration method

Virtual registration

Attendance method

Zoom Enterprise Technology

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Buffalo CPE Credit Details

Course description

Explore the critical impact of cybersecurity on modern businesses, emphasizing its importance in strategic planning and long-term resilience. This session will provide actionable insights and strategies that businesses can implement to navigate the evolving cybersecurity landscape.

Learning objectives

Participants will be able to:

  • Explore the critical role cybersecurity plays in the strategic planning and long-term resilience of modern businesses.
  • Identify strategies for integrating cybersecurity into business strategic planning to ensure comprehensive protection and resilience.
  • Navigate the evolving nature of cybersecurity threats and challenges, and learn how to adapt to these changes effectively.

Additional information

CPE certificates for eligible participants are emailed 4-6 weeks following the conclusion of the live event.

Delivery method

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

2 CPE Credits

Recommended subject area

Specialized Knowledge, Information Technology

Registration method

Virtual registration

Attendance method

Sign in sheet/App

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Rochester CPE Credit Details

Course description

Explore the critical impact of cybersecurity on modern businesses, emphasizing its importance in strategic planning and long-term resilience. This session will provide actionable insights and strategies that businesses can implement to navigate the evolving cybersecurity landscape.

Learning objectives

Participants will be able to:

  • Explore the critical role cybersecurity plays in the strategic planning and long-term resilience of modern businesses.
  • Identify strategies for integrating cybersecurity into business strategic planning to ensure comprehensive protection and resilience.
  • Navigate the evolving nature of cybersecurity threats and challenges, and learn how to adapt to these changes effectively.

Additional information

CPE certificates for eligible participants are emailed 4-6 weeks following the conclusion of the live event.

Delivery method

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

2 CPE Credits

Recommended subject area

Specialized Knowledge, Information Technology

Registration method

Virtual registration

Attendance method

Sign in sheet/App

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Boston CPE Credit Details

Course description

The Four Factors of Trust
The importance of trust is at an all-time high—just as our inclination to trust is at an all-time low. TrustID measures the Four Factors of Trust, predicts how emotions will impact customer, worker and partner behaviors, and identifies what actions organizations need to take to (re)build trust.
Future of Energy in New England
During this panel discussion, our panelists will discuss the challenges and opportunities the future of energy brings and how organizations can accelerate impact on markets, stakeholders, and society.

Learning objectives

Participants will be able to:

  • Measure trust and act in ways that proactively build trust for their organizations and for society as a whole.
  • Explain challenges and opportunities the future of energy brings and how organizations can accelerate impact on markets, stakeholders, and society.

Additional information

CPE credit is only awarded for participation in the live program, and not a recording of the presentation.

 

Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.

 

CPE certificates for eligible participants are emailed 4-6 weeks following the event.

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Course level

Overview

Recommended credit amount

3 CPE Credits

Recommended subject area

Business Management & Organization, Specialized Knowledge

Registration method

Virtual registration

Attendance method

Zoom webinar technology

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Omaha Controllers CPE Credit Details

Course description

This Technical Accounting Update will provide insight and practical guidance around emerging issues and technical accounting topics, including generative AI in accounting, finance transformation and SOX modernization.

Learning objectives

Participants will be able to:

  • Identify broad trends in finance transformation and what it means for companies in the short and mid-term
  • Recongnize the trends and obstacles AI brings in the accounting space
  • Discuss SOX modernization and how to improve efficiencies, extract value and insights for the organization

Additional Information

CPE certificates for eligible participants are emailed 4-6 weeks following the conclusion of the event.

Delivery method

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

1.0 CPE Credit

Recommended subject area

Specialized Knowledge

Registration method

Virtual registration

Attendance method

Sign in sheet/App

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Omaha Insurance CPE Credit Details

Course description

This Technical Accounting Update will provide insight and practical guidance around emerging issues and technical accounting topics applicable to the insurance industry. We will provide updates on the state of the industry, STAT, LDTI Lessons Learned, Insurance Tax and AI in insurance.

Learning objectives

Participants will be able to:

  • Identify current insurance industry trends and lessons learned in LDTI and STAT
  • Discover the latest accounting literature and guidance issued or proposed by the Financial Accounting Standards board and the NAIC
  • Recognize the trends and obstacles AI brings in the insurance industry
  • Discuss tax updates for insurance companies

Additional Information

CPE certificates for eligible participants are emailed 4-6 weeks following the conclusion of the event.

Delivery method

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

3.5 CPE

Recommended subject area

Accounting, Specialized Knowledge, Taxes

Registration method

Virtual registration

Attendance method

Sign in sheet/App

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Omaha Plenary CPE Credit Details

Course description

The course will kick off with session on ethics and what threatens our commitment to ethics.

Learning objectives

Participants will be able to:

  • Discover ethical situations and evaluate examples
  • Examine common psychological reactions to ethical scenarios
  • Identify and assess real life development scenarios
  • Leverage ways to overcome ethical situations

Additional Information

CPE certificates for eligible participants are emailed 4-6 weeks following the conclusion of the event.

Delivery method

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

3.5 CPE

Recommended subject area

Accounting, Behavioral Ethics

Registration method

Virtual registration

Attendance method

Sign in sheet/App

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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Omaha General Session CPE Credit Details

Course description

This Technical Accounting Update will provide insight and practical guidance around emerging issues and technical accounting topics, including generative AI in accounting, finance transformation and SOX modernization.

Learning objectives

Participants will be able to:

  • Identify broad trends in finance transformation and what it means for companies in the short and mid-term
  • Recognize the trends and obstacles AI brings in the accounting space
  • Discuss SOX modernization and how to improve efficiencies, extract value and insights for the organization

Additional Information

CPE certificates for eligible participants are emailed 4-6 weeks following the conclusion of the event.

Delivery method

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

3.0 CPE Credits

Recommended subject area

Specialized Knowledge, Auditing

Registration method

Virtual registration

Attendance method

Sign in sheet/App

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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CPE Credit Information

Course description

The course will kick off with session on ethics and what threatens our commitment to ethics.

Learning objectives

Participants will be able to:
• Discover ethical situations and evaluate examples
• Examine common psychological reactions to ethical scenarios
• Identify and assess real life development scenarios
• Understand ways to overcome ethical situations

Additional information

CPE credit is only awarded for participation in the live program, and not a recording of the presentation.

Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.

CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Course level

Overview

Recommended credit amount

2 CPE Credits

Recommended subject area

Regulatory Ethics

Registration method

Virtual registration

Attendance method

Webinar technology

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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CPE Credit Information

Course description

This Annual Emerging Issues and Technical Accounting Update Banking Session will provide insight and practical guidance around emerging issues and technical accounting topics applicable to the banking industry. We will provide an update on the current state and outlook of the banking industry, a feature on Women in FSI, and conclude with a tax specific updates for the banking industry.

Learning objectives

Participants will be able to:

• Describe current banking industry trends
• Define the latest accounting literature and guidance issued or proposed by the Financial

• Accounting Standards board as well as Securities and Exchange Commission focus areas
• Explore the trends and obstacles woman are facing in the FSI industry
• Examine tax updates for banking companies

Additional information

CPE credit is only awarded for participation in the live program, and not a recording of the presentation.

Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.

CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Course level

Overview

Recommended credit amount

3.5 CPE Credits

Recommended subject area

Specialized Knowledge, Accounting, Economics

Registration method

Virtual registration

Attendance method

Webinar technology

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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CPE Credit Information

Course description

This Technical Accounting Update will provide insight and practical guidance around emerging issues and technical accounting topics applicable to the insurance industry. We will provide updates on the state of the industry, GAAP and STAT accounting updates, a feature on Women in FSI and conclude with a tax specific updates for the insurance industry.

Learning objectives

Participants will be able to:

• Describe current insurance industry trends

• Define the latest accounting literature and guidance issued or proposed by the Financial

• Accounting Standards board and the NAIC

• Explore the trends and obstacles woman are facing in the FSI industry

• Examine tax updates for insurance companies

Additional information

CPE credit is only awarded for participation in the live program, and not a recording of the presentation.

Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.

CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Course level

Overview

Recommended credit amount

3 CPE Credits

Recommended subject area

Accounting, Specialized Knowledge

Registration method

Virtual registration

Attendance method

Webinar technology

Pre-requisites

N/A

Advanced preparation

N/A

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

REGISTER NOW
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