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April 2021

Financial Services Quarterly Reporting Update – Q1 2021

April 8 @ 2:00 pm - 4:00 pm

Join us on April 8, 2021, from 2pm - 4pm EST for this Quarterly Reporting Update hosted by our Financial Services team and hear about all of the latest updates affecting the financial services industry. This webinar is free of charge.   Register   Learning Objectives Recognize the operational risks related to mortgage banking and discuss related topics to include derivatives and mortgage servicing rights. Discuss specific procedures that need to be performed in advance of required audits of internal…

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ACG Charlotte – Virtual Tax Strategy Panel

April 15 @ 11:00 am - 11:45 am

During this free panel discussion hosted by ACG-Charlotte, you will hear from two of of our M&A tax professionals, Nick Crandall and Bergin Fiskinu, who serve both financial and strategic buyers. The event is Thursday, April 15th at 11AM, and the speakers will discuss the proposed tax plan put forth by the Biden Administration, the potential impact to investment companies and their investors, and share strategies for navigating in the current environment. Information and registration: April 15, 2021 11 AM…

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ERP Systems Best Practices Webinar

April 20 @ 12:00 pm - 1:00 pm

  Join us for a free CPE webinar on the best practices in leveraging technology to take your business to the next level. The session is on April 20th from 12pm - 1pm ET.   The panel discussion with our professionals will cover: - Real-world stories and insights into making the right system decisions - Common mistakes in Accounting software and ERP implementation - Identifying areas of optimization for existing technology   This webinar, co-hosted by FEI Chattanooga, is for…

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Webinar: Upskill Your Accounting Function

April 20 @ 1:00 pm - 1:45 pm

Adapting Your Skills for a Post-2020 World, the New Data-Driven CPA and Shifts to Automation     According to The Impact of COVID-19 on the Finance Function Survey by the Institute of Management Accountants, the priorities of the accounting team are shifting, with an increased focus on risk management, data-driven decision making and automating manual processes. Join us for a webinar hosted by ORACLE NetSuite on April 20th 1:00 - 1:45pm Eastern to hear from a panel of accounting professionals, including…

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EU Value Added Tax Webinar

April 22 @ 10:30 am - 11:30 am

The Value Added Tax, or VAT, in the European Union is a general, broadly based consumption tax assessed on the value added to goods and services. It applies to most goods and services, including certain internet sales coming soon for use or consumption in the European Union. Please join us and our Moore affiliate, Teunis van den Berg from Moore Amsterdam for this free webinar on Thursday, April 22nd at 10:30 am ET. We'll discuss European VAT on cross border…

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May 2021

Financial Services Group Tax Update

May 13 @ 1:00 pm - 2:00 pm

Join us on Thursday, May 13th for a free webcast designed to provide insight into tax credits and federal/state tax developments.. We'll discuss how recent and proposed tax legislation will impact your financial institution and what tax planning opportunities are available.   Register   Learning Objectives Discuss how financial institutions and their customers may qualify for Employee Retention Credits Provide guidance on how to compute and document the tax credit Discuss the Supreme Court's Wayfair decision and how it impacts…

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Cybersecurity: Threats, Trends, and Solutions

May 25 @ 12:00 pm - 1:00 pm

Join us for a free CPE webinar on May 25, 2021 from 12:00 - 1:00 pm ET, to discuss the latest threats and trends of cyberattacks specific to the Real Estate, Architecture, Engineering and Construction industry. Register Learning Objectives  Evaluate the latest threats and trends Determine the current risks associated with cyberattacks, data breaches, and other internal and external threats Discuss how a customer's investor lost $350K in what appeared to be a legitimate wire request CPE Credit Information Continuing…

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June 2021

SALT in a Virtual World

June 9 @ 12:00 pm - 1:00 pm

Join us June 9th at 12pm ET for our second Brown Bag webinar. This is a free CPE event to learn about state and local tax considerations in a virtual world for not-for-profit, governmental, and educational institutions. Topics will include nexus considerations, including those for employees working remotely during the COVID-19 pandemic, income tax considerations including unrelated business income, sales and use tax considerations, tax exposure remediation opportunities, and registration requirements. Particular focus will be given to considerations for Georgia,…

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Compliance & Risk Management: Asking the Right Questions

June 24 @ 2:30 pm - 3:30 pm

Asking the right questions is the first step in finding the right answers. Financial institutions are facing ever-changing, more complex, unpredictable uncertainties that may rapidly shift from risk to either opportunity or crisis. Join our compliance advisors for a panel discussion addressing questions to help institutions deal with uncertainty, manage risk, and gain greater insights for effective risk management. The questions you submit on our registration form will help us tailor the session to the most common concerns. This webinar…

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July 2021

Financial Services Quarterly Reporting Update – Q2 2021

July 8 @ 2:00 pm - 4:00 pm

Join us on July 8, 2021, from 2pm - 4pm EST for this Quarterly Reporting Update hosted by our Financial Services team and hear about all of the latest updates affecting the financial services industry. This webinar is free of charge.   Register   Learning Objectives Implement new best practices and procedures Identify hot topics that may impact you and your financial institution CPE Information  Continuing Education: Up to 2 CPE Credit Hours, Field of Study - Specialized Knowledge Course…

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