Join our Upcoming Virtual Conference Series!

Overview

Join us as we discuss a variety of topics, recent developments and proposed updates tailored to professionals within the professional services sector. We offer general sessions for all professional services firms as well as sessions specific to A&E firms, law firms and financial services firms. 

  • General Sessions: digital analytics and insights to drive informed business decisions and a year end tax planning session highlighting tax-saving steps business owners and management can take before the year ends. 
     

  • A&E Firm Sessions: understanding overhead rates and hot topics and planning opportunities with CHIPS and IRA of 2022. 
     

  • Law Firm Session: a panel discussion on the changing landscape of technology, how it is impacting law firms and adjustments necessary to adapt using technology and data for competitive advantage. 
     

  • Financial Services Session: an overview of third-party risk management (TPRM) from an industry practitioner and regulatory perspective given forthcoming regulatory guidance and heightened expectations. 

Our virtual conference series is designed to provide quality, industry-specific CPE at convenient times, all free of charge. 

Explore the registration site to find more information for each session along with speaker information. You will be able to register individually, selecting which sessions you wish to attend, and then add the information to your calendar.

Who Should Attend

This program series is designed for professionals within the A&E Firm, Law Firm, Financial Services, Business Services and other Professional Services sectors

CPE Accreditation

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to one hour of CPE per session, pending approval 
Recommended Field(s) of Study | Taxes, Management Services, Information Technology, Auditing (Governmental), Specialized Knowledge
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

 

Attendees who participate in full will receive one hour of CPE per session, free of charge. View sessions for the learning objectives. Sessions will occur on different days, so please be sure to select all sessions you wish to attend. 

Agenda At-a-Glance

Attendees who participate will receive one hour of CPE for each session selected and attended.

All Professional Services Businesses:
Digital Analytics and Insights

Tuesday, October 25, 2022, 12:00 PM - 1:00 PM
Year End Tax Planning

Tuesday, December 13, 2022, 12:00 PM - 1:00 PM
Architecture and Engineering Firms Specific Sessions:
Understanding Overhead Rate Basics

Tuesday, October 11, 2022, 12:00 PM - 1:00 PM
Hot Topics and Planning Opportunities within CHIP’s and IRA of 2022 for A&E Firms

Tuesday, November 8, 2022, 12:00 PM - 1:00 PM
Law Firm Specific Session:
Law Firm of the Future

Tuesday, November 29, 2022, 12:00 PM - 1:00 PM
Financial Services Specific Session:
Third-Party Risk Management (TPRM)

Tuesday, December 6, 2022, 12:00 PM - 1:00 PM
Time Zone: (UTC-04:00) Eastern Time (US & Canada) [Change Time Zone]

For more information, please contact Carolyn Wagner-Schmitz at cwagner-schmitz@cbh.com.

Cherry Bekaert Continuing Professional Education: Statement of Admin Policies

This event is complimentary. Due to this program being offered free of charge, there will be no refunds.

CPE for Virtual Events

Please join sessions on time, or 5 minutes early if possible. Joining a session late may cause you to lose the ability to obtain CPE based on the following NASBA regulations:

  • There will be 4 polling questions per hour of each session.
  • In order to receive CPE credit for virtual events, you must attend at a minimum, 50 minutes of every hour and respond to at least 3 of the 4 polling questions per hour.
  • Polling questions will not be announced in advance.
  • If you view the conference in a group setting, you will still need to log into CPE sessions through your laptop to track your attendance and respond to polling questions.
  • We cannot guarantee polling questions will appear on your mobile device and recommend that you use your laptop for your webinar session. We will not be able to award you CPE credit if you do no answer the required number of polling questions and/or are not in session for the required length of time. This includes issues due to mobile technological difficulties or any other difficulty that is unique to your webinar connection.
  • Please be sure that you join the session for which you registered using the link that was provided to you. We will not be able to award you CPE if you join a session using a link that was provided to someone else.
  • You will receive one certificate for each course you attend/pass.

For questions regarding registration or event cancellation, please contact Maddie Robbins. For all other questions regarding CPE policies, please contact Cherry Bekaert at cbhlearning@cbh.com.

CPE Sponsors LogoCherry Bekaert 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.learningmarket.org