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STRATEGIC PARTNER PORTAL
Following are industry related news, updates and helpful information from our strategic partners

  • Tuesday, June 15, 2021 10:11 AM | Anonymous

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    Two Mid-Year CPE Webinar Opportunities

    Webinar June 23 and June 24

    What Investors Need to Know About Potential Tax Law Changes
    June 23 | Noon – 1 p.m. CT
    Recommended CPE: 1 CPE credit, Taxes

    Attend the fourth complimentary webinar in our financial health webinar series for individuals to learn about proposed tax code changes that could have a big effect on investors. With tax policies in flux, we’ll explain what you need to know for your portfolio in 2021 and beyond. We’ll discuss current proposals for estate tax, individual income tax rates, and real estate and Opportunity Zone reforms.

    At the end of this session, you will be able to:

    • Identify potential tax law changes that could impact your investment portfolio

    See the event page for more information.

    Register Now

    Developing Trends, Cybersecurity Preparedness, and Managing the Unsuspected Breach — Understanding the Questions to Ask

    June 24 | 10 – 11 a.m. CT
    Recommended CPE: 1 CPE credit, Information Technology

    Join us for a complimentary webinar on cybersecurity. As a result of the pandemic, we’ve seen a rise of both traditional and nontraditional forms of hacking, targeting private industries, non-profits, financial institutions, healthcare, educational organizations, and government entities. Attend our webinar to hear about trending issues, your role in helping to support your company’s cybersecurity strategy, and — if you do experience a breach — what should be your first steps.

    At the end of this session, you will be able to:

    • Describe supply chain and vendor security
    • Describe data management strategies
    • Explain ransomware, data exfiltration, and other attacks
    • Discuss legal and business ramifications of a data breach

    See the event page for more information.

    Register Now



  • Monday, June 07, 2021 9:45 AM | Anonymous


    You're invited!

    Monday, June 28, 2021


    Real conversations: going public via SPAC with Arden Lee, Weedmaps

    Considering a SPAC to take your company public? Join us on June 28 and hear directly from Baker Tilly client and Weedmaps CFO Arden Lee about his experience undergoing a SPAC transaction. Baker Tilly specialists will also highlight recent SPAC guidance issued by the SEC, critical aspects of governance and internal audit requirements for public companies, and common pitfalls experienced by companies going public via SPAC.

    Register now

    Event information

    Monday, June 28, 2021

    11 a.m. – Noon PT
    1 – 2 p.m. CT
    2 – 3 p.m. ET

    Register now

    Presenters

    Allen Goh, CPA, MCSE, CNE, CCNA
    Baker Tilly Partner, Software and Technology

    Ernest Miranda, CPA
    Baker Tilly Partner, Assurance

    Royce Prude, CPA
    Baker Tilly Partner, Middle Market Advisory

    Mallory Thomas, CPA, MBA, CIA, CITP, CISA
    Baker Tilly Partner, Risk Advisory

    Arden Lee, CFO at Weedmaps
    Baker Tilly Client

    Learning objectives

    During this webinar, you will:

    • Hear directly from Baker Tilly client and Weedmaps CFO Arden Lee about his experience having just undergone a SPAC transaction
    • Receive a brief update on recent guidance issued by the SEC
    • Learn about critical aspects of governance and internal audit required of public companies
    • Gain an understanding of common pitfalls experienced by companies going public via SPAC

    Who should attend

    This webinar is intended for board members and executives considering SPAC opportunities, investors and sponsors looking to learn more about SPACs, CFOs, finance/accounting, internal audit, private company executives and legal professionals.



    Questions?

    Contact Carly Albers




  • Tuesday, June 01, 2021 12:16 PM | Anonymous


    JUN 3 2021, 8:30 AM - 9:30 AM

    Breakfast Briefing: Worker’s Compensation – Effective Disability Management

    Please join Grace Kulkoski and Scott Wade for a virtual Breakfast Briefing on all things Worker’s Compensation. This Briefing will get you up-to-date on recent case law including COVID-19 issues, as well as permanent partial disability apportionment review. Grace and Scott will also give a quick-hitting review of commonly asked questions, including criteria for settlement approval, vocational re-training, claim evaluation and claim medical support.

    8:30 - 9:30 AM - program

    Click here to register via Zoom.

    Registration closes one day prior to the webinar at 5:00 PM CST. 

  • Friday, May 28, 2021 9:53 AM | Anonymous

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    Cybersecurity Compliance – Are You Accidentally Breaking the Law?

    Webinar  June 9 | 10 – 11 a.m. CT
    Recommended CPE: 1 CPE credit, Information Technology

    Register Now


    Join us for a complimentary webinar as we discuss existing laws relating to cybersecurity, and learn how to be compliant with the regulatory requirements. We’ll cover:

    • Cybersecurity breaches and incidents
    • Third-party attestation and assessments
    • Cybersecurity incident and response

    At the end of this session, you will be able to:

    • Identify risks of cybersecurity breaches
    • Discuss the current state of cybersecurity compliance and oversight
    • List common mistakes companies make that create security weaknesses

    Who should attend

    • Risk personnel such as CIOs, IT directors, and other technology professionals
    • Business leaders such as CEOs, CFOs, and other organization leaders

    Please register by June 8, 2021.

    Questions

    Contact Katelyn Rota at katelyn.rota@CLAconnect.com or 781-421-2090.

    See the event web page for more information.

    Can’t make the webinar?

    Fill out the webinar registration, and you will receive an email with the webinar recording and slides following the event. You may also check out our event calendar to see what else is happening.

    Event Cancellation Policy



  • Thursday, May 20, 2021 11:09 AM | Anonymous

    Webinar

     

    Aon plc

    Webinar |
    Ransomware Response: A Holistic Approach to Manage Cost and Mitigate Risk


    June 8, 2021
    10:00 A.M. CT | 1 hour Webinar

    Ransomware Response: A Holistic Approach to Manage Cost and Mitigate Risk

    RSVP

    Description

    With damages to businesses and organizations and costs associated with ransomware expected to reach USD $20 billion in 2021[1], the time to prepare is now.


    Join us at our Aon’s Cyber Solutions webinar, where we will discuss the impact of ransomware on carriers, clients and the market’s response. The event will explain why companies should concentrate on controls to help minimize the probability of a ransomware incident and on how organizations can better position themselves for an underwriting review. The moderated discussion will center on the attack vectors that lead to ransomware events and on Aon’s holistic approach which helps clients streamline the process of proactively identifying ransomware vulnerabilities prior to insurance placement. Our panel will be available to answer any questions you may have.

    [1] “Cyber Security Ventures,” https://www.thesslstore.com/blog/ransomware-statistics/


    Your Speakers


    Moderator


    Annie Fishbain
    Senior Director, Product Management, Aon’s Cyber Solutions
    Aon


    Panelists


    Alex Moen
    Vice President and Region Leader, E&O/Cyber Broking, Aon’s Cyber Solutions
    Aon

    Jonathan Rajewski
    Managing Director, Digital Forensic Incident Response
    Stroz Friedberg, an Aon company

    Nancy Eaves
    Senior Vice President, Product Management, Aon’s Cyber Solutions
    Aon

    Nitai Mandhyan
    Managing Director & Deputy Practice Leader, Security Advisory,
    Aon’s Cyber Solutions
    Aon


     


  • Wednesday, May 19, 2021 12:01 AM | Anonymous


    Please Join Us for a Virtual Breakfast Briefing with the Oshkosh Chamber of Commerce

    CDC Changes Mask Guidance - Again! Now What?

    With the CDC relaxing it’s COVID mask guidance again this program will discuss what the new guidance says and what it means for employers.

    When:
    Thursday, May 20, 2021

    Time:
    8:00 - 9:00 AM - Free Breakfast Briefing Zoom Webinar


    Click here to register on the Oshkosh Chamber of Commerce website.


  • Tuesday, May 11, 2021 9:19 AM | Anonymous

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    Mid-Year Update - Continuing the Recovery

    WEBINAR  MAY 19, 2021  |  NOON – 1 P.M. CT

    Register Now


    We’re adding sessions to our financial health webinar series for individuals! Please join us for this complimentary webinar where we will provide a mid-year market and legislation update. We will also engage with industry professionals for a lively panel discussion on strategies for finding growth in public and private markets.

    Speakers:

    Questions?

    Contact Sada Kempf at sada.kempf@CLAconnect.com or 920-232-2230.

    Can't make the webinar?

    Fill out the webinar registration form and you will receive an email with the recording and slides following the event. You may also check out our event calendar to see what else is happening, or browse through our other financial health resources.

    Event Cancellation Policy


  • Thursday, May 06, 2021 2:28 PM | Anonymous


    May 18, 2021 Webinar:
    Cyber Risk 2021: Balancing Risk & Opportunity
    11:00 A.M. ET | 1 hour


    Description

    How can companies make informed decisions on cyber budgets to support changing business models while protecting colleagues, clients, partners, and the balance sheet?

    Join us at our Aon’s Cyber Solutions webinar, where we will discuss 2021’s prominent cyber risk themes and detail how companies can become more prepared and protected. The discussion will center on key findings and themes detailed in the 2021 Cyber Security Risk Report, and our speakers will take a look at the risks currently facing top industry classes, as well as notable near-future risks. Our panel will be available to answer any questions you may have.


    Your Moderator


    Stephanie Snyder

    Senior Vice President & Commercial Strategy Leader, Aon’s Cyber Solutions
    Aon

    Your Speakers


    Chad Pinson

    President, DFIR, Investigations, & Engagement Management, Aon’s Cyber Solutions
    Aon

    Adam Peckman Global Practice Leader, Aon’s Cyber Solutions, Cyber Risk Consulting
    CRH&A, Commercial Risk Solutions
    Aon

    Katharine Hall
    Senior Vice President, National Cyber Practice & PSG Broking Leader
    CRH&A, Commercial Risk Solutions
    Aon

    Brent Rieth U.S. Practice Leader, E&O/Cyber Broking, Aon’s Cyber Solutions
    Aon

    Click here to register


  • Thursday, April 15, 2021 4:35 PM | Anonymous

    CLA

    Create Opportunities

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    CLA’s Top Market Trends to Watch in 2021 and Beyond

    Wednesday, April 21
    Webinar
    Noon – 1 p.m. CT

    Register Now

    Markets are notoriously unpredictable, and developing a stable investment plan can be difficult. This complimentary webinar will discuss current market trends and outline how effective investment and tax planning can help better position you to achieve your goals.

     

    This webinar is the second in a two-part series. Visit the event web page for more information on our financial health webinar series for individuals, or to watch the recording of Tax Planning for Investors.

    Speakers:

    • Jamey Rappis, Principal
    • Abby Butz, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
    • Clayton Bland, Chief Wealth Advisory Officer, CliftonLarsonAllen Wealth Advisors, LLC
    • Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC

    Please register by April 20, 2021

    Questions:
    Contact Sada Kempf at sada.kempf@CLAconnect.com or 920-232-2230.

    Can’t make the webinar?
    Fill out the webinar registration form and you will receive an email with the recording and slides following the event. You may also check out our event calendar to see what else is happening.

    Event Cancellation Policy


  • Monday, April 12, 2021 11:49 AM | Anonymous

    Human Capital Solutions



    Live webcast on Defining How & Where People Should Work

    The global experiment, 'work from home', was a success. A new future is possible.

    We invite you to join us at 11:00 am CT on April 28, for a live webinar: Defining How and Where People Should Work. Join our location and remote-ability experts to discuss:

    ·     Returning to work and defining the future of the office;

    ·     Optimizing your location strategy to drive growth, productivity and efficiency; and

    ·     Closing the future skills gap to reshape the workforce for the future.


    Register here

    * We encourage you to register via Chrome or Firefox Browsers. If you are using Internet Explorer, we cannot guarantee your registration.

    We are pleased to let you know this program is valid for one (1) Professional Development Credit (PDC) for the SHRM-CP® or SHRM-SCP®. For more information about certification or re-certification, please visit www.shrmcertifications.org.

    We hope you can join us for an engaging discussion around these important topics. Once again, to register today, please click here.

    Have questions? Please contact us.



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