
Loading
Join our live webinars, workshops, and networking events to stay current on financial trends and regulations.
Register for our upcoming financial education events.
Join our tax experts for a comprehensive review of the 2025 tax law changes and actionable strategies to minimize your tax liability. This webinar will cover both business and individual tax planning opportunities.
Hands-on workshop teaching practical financial forecasting techniques for small business owners. Bring your laptop for interactive exercises.
In-person seminar covering advanced estate planning strategies, trust structures, and tax minimization techniques for high-net-worth individuals and families.
Webinar for nonprofit leaders covering fund accounting, grant compliance, Form 990 preparation, and financial transparency best practices.
Exclusive networking event for tech startup CFOs and financial leaders to discuss fundraising, scaling challenges, and financial operations.
Browse events by month and add them to your schedule.
Missed an event? Watch the recordings and download the materials.
Originally aired: November 20, 2024
Year-end tax planning strategies for businesses and individuals to maximize deductions and minimize tax liability.
Originally aired: October 15, 2024
Updates on GAAP changes, SEC reporting requirements, and best practices for corporate financial reporting.
Originally aired: September 25, 2024
Guide to startup funding options, valuation methods, and equity structuring for early-stage companies.
Originally aired: August 18, 2024
Comprehensive retirement planning strategies including Social Security optimization, withdrawal strategies, and tax planning.
We can create customized workshops, training sessions, or seminars for your organization or professional group.