Overview

Join Cherry Bekaert for the 12th Annual Financial Executive Forum (FEF), a six-week virtual CPE series designed for finance and accounting professionals. Industry leaders from Cherry Bekaert, Wells Fargo, Marsh McLennan Agency and Sage will share insights on finance transformation, AI adoption, tax policy, economic trends, fiduciary risk, digital payments and leadership development. Attendees can earn up to 12 hours of CPE credit while gaining practical strategies to help navigate today's evolving business environment.

Who Should Attend

This program is designed for finance and accounting professionals across commercial, government contracting and nonprofit organizations who are interested in staying informed on emerging trends, developing their leadership skills and earning valuable CPE credit.

CPE Accreditation

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to two hours of CPE per session
Recommended Field(s) of Study | Accounting, Financial Management, Personnel/Human Resources, Regulatory Ethics, Financial Systems Management, Information Technology
CPE Capabilities | Technical Expertise/Problem Solving, Communication, Business Development, Staff Relationship/Development
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

Earn up to 12 hours of CPE credit, including two hours of Virginia Ethics.

Virginia Ethics satisfies Virginia's annual ethics requirement. Many states accept general ethics CPE from NASBA-approved providers; attendees should verify their specific state requirements prior to registration.

Series sponsored by Cherry Bekaert, Wells Fargo, Marsh McLennan Agency and Sage.

Agenda at a Glance

Cherry Bekaert: What’s Next for the Modern CFO & Finance in Motion: Navigating Tax Change

Thursday, October 1, 2026, 9:00 AM - 11:00 AM
Marsh McLennan Agency: Navigate Employee Health, Benefits, Payment Integrity, and Fiduciary Risk — Expert Guidance on Protecting Your Plan

Thursday, October 8, 2026, 9:00 AM - 11:00 AM
AICPA Virginia Ethics

Thursday, October 15, 2026, 9:00 AM - 11:00 AM
Cherry Bekaert CFO Roundtable

Thursday, October 22, 2026, 9:00 AM - 11:00 AM
Sage: Trusted AI in Finance: Practical Strategies for High-Accountability Organizations

Thursday, October 29, 2026, 9:00 AM - 11:00 AM
Wells Fargo: Economic Update & Digital Money & Cryptocurrency, Stablecoins and Tokenized Deposits for Payments

Thursday, November 5, 2026, 9:00 AM - 11:00 AM
Time Zone: (UTC-04:00) Eastern Time (US & Canada) [Change Time Zone]

For more information, please contact Cherry Bekaert Events at webinars@cbh.com. 

Cherry Bekaert Continuing Professional Education: Statement of Admin Policies

Due to the fact that this is a multi-session event, 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 not 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 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 Cherry Bekaert Events. For all other questions regarding CPE policies, please contact Cherry Bekaert Learning.

Cherry 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