Inspired Perspectives Webinar Series

Inspired Perspectives Webinar Series

Gartner reports the top business priorities in 2024 are growth, technology, and talent. Successful organizations can embrace these opportunities through:

  • Digital transformation
  • Improved financial operations and efficiencies
  • Planning for transition
  • Compliance
  • Awareness of timely legislative updates

While this may seem overwhelming, it doesn’t have to be. Our Inspired Perspectives webinar series is designed to help individuals and organizations make informed decisions, drive future opportunity, and understand what they need to transform in the marketplace.

Organizations have faced many challenges and growth opportunities in recent years. Successful organizations mitigate those challenges and embrace those opportunities through:

  • Aligning people, processes, and technology with overall business objectives to create a digital strategy built for the future.
  • Comprehensive financial services and strategic advice to drive growth, ensure compliance, and improve core operations.
  • Proactively planning for the future well in advance of your intended exit.

Webinars are held throughout the year on a variety of topics, including digital transformation, strategic financial management and operations, planning for transition, compliance, and more.

All webinars are complimentary.

Inspired Perspectives 2024 Lineup

Put a renewed focus on your organization in 2024.

These tools and resources will help organizations and individuals make informed decisions and remain successful in a competitive and ever-changing marketplace.

More Upcoming Webinars
See the list of Inspired Perspectives webinars that are available for registration
Topics of Interest

Audit & Assurance

Business Credits & Incentives

Digital

Individual Wealth

Strategic Outsourcing

Tax Consulting & Legislation

Planning for Transition

Security & Risk

Full Webinar Schedule

Watch for additional webinars to be added throughout the year.

Webinar Title

Date

Time (CT)

Registration/
On-demand Recording

January

Employee Retention Credit – Voluntary Disclosure Update 1/23/2024 12 - 1 p.m. Recording
How the Inflation Reduction Act Can Benefit Architects, Engineers, and Contractors in 2024 and Beyond 1/30/2024 11 a.m. - 12 p.m. Recording
Economic and Market Update - A Look Back & Ahead 1/31/2024 12 - 1 p.m. Recording

February

Why Prioritizing Your Data is the First Step to AI Innovation 2/6/2024 12 - 1 p.m. Recording
Tax Relief for American Families and Workers Act of 2024 2/7/2024 12 - 1 p.m. Recording

March

Retention Strategies for the "Great Resignation" 3/5/2024 12 - 1 p.m. Recording
Quarterly Legislative Update 3/25/2024 12 - 1 p.m. Recording
Increase Cash Flow — Benefit from Available Credits & Incentives for Exempt Organizations 3/26/2024 12 - 1 p.m. Recording

April

Panel: Digital Success is in the Planning 4/5/2024 12 - 1 p.m. Recording
Increase Cash Flow – Credits & Incentives for Organizations with Large Buildings & Real Estate Portfolios 4/16/2024 12 - 1 p.m. Recording
Key Performance Indicators, Benchmarking, & Strategic Growth Strategies 4/22/2024 12 - 1 p.m. Recording

May

The Need for Business Planning & Analysis in Your Finance Department 5/8/2024 12 - 1 p.m. Recording
The Need for Modernization in Your Tech Stack 5/15/2024 12 - 1 p.m. Recording

June

Unlocking Insights: Internal Audits — Navigating the Value and Contrasts with External Audits 6/10/2024 2 - 3 p.m. Recording
Surviving a Review of Your HR Function 6/11/2024 12 - 1 p.m. Recording
Accounting Method Developments 6/12/2024 12 - 1 p.m. Recording
Successful Planning for Year-End Starts Now 6/13/2024 12 - 1 p.m. Recording
Quarterly Legislative Update 6/19/2024 12 - 1 p.m. Recording
It's Time to Start Optimizing Your Current Technology 6/25/2024 12 - 1 p.m. Recording

July

Increase Cash Flow – Benefit from Available Credits & Incentives 7/23/2024 12 - 1 p.m. Recording
Foreign Trust Compliance 7/25/2024 12 - 1 p.m. Recording
Leveraging Data Strategies for Leaders in the AI Era 7/26/2024 12 - 1 p.m. Recording
IRS Hot Topics 7/29/2024 11:30 a.m. - 12:30 p.m. Recording

August

End-of-Life Technology Planning: How to Determine What Comes Next 8/12/2024 12 - 1 p.m. Recording
Annual State and Local Tax Update 8/15/2024 12 - 1 p.m. Recording
Tax Planning Tips: Key Business & Individual Considerations 8/20/2024 12 - 1 p.m. Recording
Benefit from the R&D Tax Credit 8/21/2024 12:30 - 1:30 p.m. Recording
ACA: Are You in Compliance? 8/22/2024 12 - 1 p.m. Recording

September

Navigating the Impact of the CMMC 9/12/2024 12 - 1 p.m. Recording
Data Analytics & Internal Audit: How Evaluating Data Adds Value to Your Organization 9/19/2024 2 - 3 p.m. Recording
Finance’s Role in Your Data Goals and IT Risk 9/23/2024 12 - 1 p.m. Recording
Corporate Transparency Act 9/24/2024 12 - 1 p.m. Recording
Successful Recruitment Strategies 9/25/2024 12 - 1 p.m. Recording
Affordable Care Act: 30 Minute Roundtable 9/25/2024 3 - 3:30 p.m. Recording
Quarterly Legislative Update 9/26/2024 2:30 - 3:30 p.m. Recording

October

Key Elements of a Modern Cybersecurity Strategy 10/8/2024 12 - 1 p.m. Recording
Creating an Employee Value Proposition 10/10/2024 12 - 1 p.m. Recording
Uncovering the Nexus: Fraud Detection, IT Risk Assessments, and Internal Audit Synergy 10/11/2024 2 - 3 p.m. Recording
IRS Trouble: Collections Process and Assistance Overview   10/22/2024 12 - 1 p.m. Recording
Affordable Care Act: 30 Minute Roundtable 10/22/2024 12 - 12:30 p.m. Recording
Employee Retention Credit Audit Mess 10/28/2024 11 a.m. - 12 p.m. Recording

November

Panel: How CFOs Can Optimize Their Tech Stack to Increase Performance 11/4/2024 12 - 1 p.m. Recording
Cybersecurity Issues for Plan Sponsors 11/5/2024 12 - 1 p.m. Recording
Wealth Transition Update 11/7/2024 11 a.m. - 12 p.m. Recording
The Future of Sustainability, Carbon Accounting, and ESG 11/13/2024 12 - 1 p.m. Recording
Economic and Market Update with Jeffrey Kleintop 11/14/2024 11 a.m. - 12 p.m. Recording
Ending the Year Right: Payroll, Compensation, & Benefits 11/20/2024 12 - 1:30 p.m. Recording
Affordable Care Act: 30 Minute Roundtable 11/21/2024 9 - 9:30 a.m. Recording

December

Your Workforce is Expanding to New Geographic Locations — Are Your HR Practices Keeping Up? 12/2/2024 12 - 1 p.m. Recording
2024 ESOP Annual Conference Debrief 12/3/2024 11 a.m. - 12 p.m. Registration
Navigating the Green: Mastery of Internal Audit in Carbon Accounting and ESG 12/3/2024 2 - 3 p.m. Registration
Going Global 12/12/2024 12 - 1 p.m. Registration
Ending the Year Right: 1099s and Closing Your Books 12/18/2024 1:30 - 2:30 p.m. Registration
Quarterly Legislative Update 12/19/2024 2 - 3 p.m. Registration
Looking to improve your finances and operations?
We can help.