Breaking Down the One Big Beautiful Bill Act's M&A Tax Provisions
2025-08-13 08:00 - 09:00 (America/Chicago) | Virtual
The newly enacted One Big Beautiful Bill Act includes several Internal Revenue Code amendments that could significantly impact M&A transactions. Our Transaction Advisory Services team will walk you through what’s changed, what’s stayed put and where the planning opportunities lie.
We’ll cover the followings topics (and more):

Section 1202 capital gain exclusion
Bonus depreciation and immediate expensing
State and local (SALT) deductions
Deductibility of research and experimental (R&E) costs
Limitation on interest expense deduction

This webinar is eligible for 1.0 CPE.
REGISTER NOW >>

Fraud Considerations in Financial and Compliance Audits for Not-For-Profits
2025-08-13 12:00 - 13:00 (America/Chicago) | Virtual
Fraud can have a lasting impact on a not-for-profit’s mission, funding and reputation – but it can be prevented with the right knowledge. Join us for a practical and eye-opening session for not-for-profit leaders, finance teams and grant recipients.
In this session, our experts will:

Uncover the most common fraud schemes targeting not-for-profits
Share actionable strategies to strengthen your internal controls
Clarify your response as a grantee
Debunk myths around the auditor’s role in detecting fraud
Explain how fraud reporting could affect your organization

You’ll walk away better prepared to protect your mission and maintain donor and stakeholder trust.
This webinar is eligible for 1.0 CPE.
REGISTER >>

AI Copilot Readiness Workshop: Empower Your Business for the Future
2025-08-19 11:00 - 12:00 (America/New_York)
Join Sikich’s Microsoft AI experts for an exclusive webinar to prepare your organization for the future of work. We’ll explore the fundamentals of AI, Generative AI, and Agentic AI, and dive into real-world Microsoft 365 Copilot scenarios across key business functions like:

Communications
Customer Service
Finance
Operations
Sales
And more

Why Attend?
This isn’t just another tech webinar—it’s a strategic blueprint for unlocking the full potential of Copilot.

Drive Strategic Impact: Align Copilot with your business goals to streamline operations, accelerate decision-making and elevate customer experiences.
Maximize ROI: Discover where AI delivers the most value and how to measure success across departments.
Mitigate Risk, Scale Responsibly: Build a governance and adoption framework that balances innovation with compliance and data security.
Accelerate Transformation: Learn from experts who’ve led successful Copilot rollouts – from pilot to enterprise-wide impact.

This is about more than adopting new tools—it’s about reshaping how your business works, competes and grows in an AI-first world.
Register Today!

2025 Yellowbook Webinar Series: Session 7 - Financial Reporting/Accounting Reporting Deficiencies
2025-08-20 12:00 - 13:00 (America/Chicago) | Virtual
Learn about commonly observed deficiencies in accounting and financial reporting report from Sikich governmental accounting and financial reporting experts. We will walk through:

Commonly observed deficiencies in different areas of governmental accounting and financial reporting
Recommendations for entities to help review existing practices and remediate deficiencies

This webinar is eligible for 1.0 CPE.
Register >>

Salesforce Winter '26: Your Guide to Key Updates and Release Strategy Essentials
2025-09-09 11:00 - 12:00 (America/Chicago)
In this session, we’ll explore the latest updates and enhancements coming in the Salesforce Winter ’26 Release. Our Salesforce Certified experts will provide guidance to ensure a smooth transition and maximize the value of your Salesforce investment.
Attendees will be part of a live, interactive discussion, including:

An overview of key features
Demos showcasing how enhancements can be leveraged to optimize your CRM strategy
Guidance on how to effectively integrate the updates into your existing systems and workflows

Whether you’re a Salesforce admin, developer, or business leader, this webinar will equip you with the knowledge and strategies needed to navigate the Winter ’26 release with confidence and efficiency.

IEDC Annual Conference 2025
2025-09-14 - 2025-09-17 | Huntington Place Convention Center, 1 Washington Boulevard, Detroit, MI, 48226, United States
Make plans to attend the 2025 IEDC Annual Conference in Detroit, MI from September 14–17. This premier event brings together leading economic development practitioners and thought leaders from around the world to share ideas, strategies, and success stories that are shaping the future of the profession.
Be sure to visit Sikich’s booth #203 at IEDC to see how we’re helping communities take their economic development efforts to the next level. Chat with our expert about the Cloud Nine Economic Development™ platform, built for Microsoft Dynamics CRM, and designed specifically to meet the unique needs of EDOs. Discover how bringing your data and processes into one intelligent system can support business attraction, workforce development, and long-term community growth.
Sikich representative: Jordan Gilley
Register Here:
https://detroit.iedconline.org/

2025 Yellowbook Series: Session 8 - Internal Audit
2025-09-24 12:00 - 13:00 (America/Chicago) | Virtual
Internal controls are the safeguards put in place to protect your organization. They are checks and balances designed to provide reasonable assurance regarding the achievement of objectives in the areas of operations effectiveness, reliable financial reporting, availability and security of information technology, and compliance with laws and regulations. In this session you will learn essential internal controls and the importance of regularly verifying their effectiveness.
This webinar is eligible for 1.0 CPE.
Register >>

Yellowbook Webinar Series Session 9: Capital Assets
2025-10-15 12:00 - 13:00 (America/Chicago) | Virtual
Join Sikich’s government finance experts for an insightful session focused on the latest developments in accounting for capital markets. This intermediate-level training is designed for finance professionals in the government sector who want to stay current and compliant with evolving standards.
In this session, our experts will:

Review accounting for capital assets
Highlight key elements of GASB Statements 87, 94, 96, and 104
Discuss recent changes and their practical impacts

Don’t miss this opportunity to strengthen your understanding of capital markets accounting and ensure your organization is prepared for what’s ahead.
This webinar is eligible for 1.0 CPE.
REGISTER >>

Dynamics Community Summit NA 2025
2025-10-19 - 2025-10-23 | Gaylor Palms Resort & Convention Center, 6000 West Osceola Parkway, Kissimmee, Florida, 34746
We’re excited to sponsor the Dynamics Community Summit North America 2025, the largest independent event for the Microsoft Business Applications ecosystem. Join us October 19-23, 2025, at the Gaylord Palms Resort & Convention Center in Orlando, FL, for four days of unparalleled learning, networking, and insights.
Visit Sikich at Booth #500 to meet our team of experts, discover innovative solutions for your Microsoft Dynamics needs, and explore how we can help your business thrive.
Don’t miss out on savings! Use our exclusive discount code Sikich10 at checkout to receive 10% off your registration for Dynamics Community Summit NA 2025. Register now at summitna.com.
Stay tuned for more updates, including details about our sessions and special activities. We look forward to connecting with you in Orlando!

Sikich-Led Sessions

Speaker(s)
Session Title
Primary Track
Details
Location
Date & Time

Ray Beste
Top 10 Tips, Tricks, and Traps for Microsoft 365 Copilot & Copilot Studio
AI
Session Info
Osceola 3 – Convention Center, Level 2
Monday, Oct. 20, 9:45 AM – 10:45 AM

Mike Loumeau
Modernizing Technology in Uncertain Times: Why Now is the Right Time to Invest
Leadership
Session Info
Osceola 1 – Convention Center, Level 2
Monday, Oct. 20, 1:30 PM – 1:55 PM

Kris O’Donnell & Mike Loumeau
From Specialized to Scalable: MegaFood’s Journey from a Vertical ERP to Generic Dynamics 365 Business Central
Migrating
Session Info
Coastal 6 – Convention Center, Level 2
Monday, Oct. 20, 3:00 PM – 4:00 PM

John Eisenhauer & Rick Young
Data and AI Blueprint for Revenue Acceleration
AI
Session Info
Osceola 5 – Convention Center, Level 2
Tuesday, Oct. 21, 8:30 AM – 9:30 AM

Shari Bruno & Keri Leeds
We Didn’t Mean to Use GP for 18 Years: A Nonprofit’s Journey to the Cloud with Dynamics 365 Business Central
Migrating
Session Info
Coastal 3 – Convention Center, Level 2
Tuesday, Oct. 21, 8:30 AM – 9:30 AM

Blaine Grzegorek
One Legal Entity to Rule Them All: Should You Consolidate in Dynamics 365 Finance & Supply Chain Management?
Finance
Session Info
Desoto 2 – Convention Center, Mezzanine
Tuesday, Oct. 21, 3:00 PM – 4:00 PM

Darin Morrow & Josh Schneider
The Psychology of Change: People, Processes, and ERP Projects
Training & User Adoption
Session Info
Lafayette 5 – Convention Center, Mezzanine
Wednesday, Oct. 22, 8:00 AM – 9:00 AM

Brent Wilson
Mastering the Costing Maze: Advanced Inventory Costing in Dynamics 365 Finance & Supply Chain
Inventory
Session Info
Desoto 5 – Convention Center, Mezzanine
Wednesday, Oct. 22, 9:45 AM – 10:45 AM

Ray Beste
Building an Agent with Copilot Studio, CLU, Power Automate, and Dynamics 365 CE
AI
Session Info
Naples 3 – Convention Center, Level 2
Wednesday, Oct. 22, 9:45 AM – 10:45 AM

Jon Cole
Beyond Compliance: Cybersecurity as a Strategic Advantage in Digital Transformation
Cybersecurity
Session Info
Tampa 2 & 3 – Convention Center, Level 2
Wednesday, Oct. 22, 9:45 AM – 10:45 AM

Shari Bruno & Tom Myers
Managing Complexity: How a Global Nonprofit Centralized Multi-Entity Operations with Dynamics 365 Business Central
Finance
Session Info
Coastal 1 – Convention Center, Level 2
Wednesday, Oct. 22, 3:00 PM – 4:00 PM

Please note that session dates, times, and locations are subject to change. Visit the Community Summit website for more details.

Risk to Reward: Leveraging Organizational Risk as a Competitive Edge
2025-10-29 12:00 - 13:00 (America/Chicago) | Virtual
Today’s risk environment is overwhelming – cyber threats, regulatory shifts, third-party dependencies and digital transformation all competing for your attention. As an executive, you don’t need more noise; you need clarity.

In this panel, Sikich risk leaders will break down what matters most now and what you should prioritize next. Our experts will cover:

Regulatory and compliance shifts that can create either costly setbacks or competitive advantages
Cyber resilience essentials to protect your brand and operations
Third-party assurance strategies that reduce exposure without slowing growth
Technology-enabled insights to bring efficiency and transparency to risk management

You’ll walk away with a distilled view of the risk landscape and practical takeaways to help you focus resources where they drive the greatest strategic impact.

This webinar is eligible for 1.0 CPE.

REGISTER >>

Post-Community Summit Recap: What Microsoft's Latest Announcements Mean for You
2025-11-05 12:00 - 13:00 (America/Chicago) | Virtual
Join us on Wednesday, November 5 for a 60-minute debrief about Community Summit NA, where we’ll break down Microsoft’s announcements from the Summit and explain what they mean for your business.
We’ll cover:

The announcements that will directly impact your business in 2026 and beyond
The latest on Copilot, Dynamics 365 Business Central, Finance and Supply Chain Management, and Customer Engagement
Rapid-fire recaps of Summit sessions and community insights

You’ll leave with a clear understanding of what’s new, what to prioritize and how to prepare your team – without having to sift through hundreds of sessions.
Register >>

SECURE a Successful 2026 Benefit Plan Audit
2025-11-06 12:00 - 13:00 (America/Chicago) | Virtual
The 2025 plan year is largely in the rear-view mirror, and now is the time to position your employee benefit plan audit for a successful 2026. Taking proactive steps today can help avoid common pitfalls, reduce audit stress and ensure compliance.

In this one-hour webinar, Sikich’s employee benefit plan experts will share timely insights and practical reminders, including:

SECURE 2.0 updates: What’s changing in 2026 and how plan sponsors should prepare
Common pitfalls: Lessons learned from the 2025 audit season
Census data accuracy: How to prepare for compliance testing

Whether you oversee plan compliance, work directly with auditors or simply want to set your organization up for success, this session will give you the tools and foresight to plan ahead. Failing to plan is a plan to fail.

This webinar is eligible for 1.0 CPE and 1.0 HRCI.

REGISTER >>

From Buzz to Business Value: AI in Your Apps
2025-11-12 12:00 - 13:00 (America/Chicago) | Virtual
Wednesday, November 12 | 12:00 – 1:00 PM CST

Cut through the hype. See what’s real. Plan for what’s next.

AI is moving fast – and business leaders are under pressure to separate fact from fiction. No matter your role, the questions are the same:

What can AI actually do in my ERP, CRM and productivity tools today?
Where does Microsoft Copilot fit into the story?
How do I prepare my team for AI capabilities that are evolving at lightning speed?

Join Sikich experts, alongside a Microsoft guest, for a practical conversation and live demos that show the real impact of AI and equip you to frame a right-sized roadmap for your organization.

REGISTER >>

2025 Yellowbook Series - Session 10 - Financial Data Transparency Act (FDTA)
2025-11-19 12:00 - 13:00 (America/Chicago) | Virtual
The Federal Data Transparency Act of 2022 (FDTA) includes new data tagging requirements in electronic financial statements. Learn about:

Which entities are required to include data tagging in their electronic financial statements
What sort of data taxonomy is required, including how the GASB is involved in this determination
When entities must comply with the regulations

This webinar is eligible for 1.0 CPE.
Register >>

The OBBBA and Beyond: 2025 Year-End Tax Planning Essentials
2025-11-20 08:00 - 09:00 (America/Chicago)
As 2025 draws to a close, understanding the latest tax guidance will help you identify opportunities, ensure compliance and position yourself for a strong start to the new year. In this webinar, we’ll unpack recent developments surrounding the One Big Beautiful Bill Act (OBBBA) and explore its implications for both businesses and individual taxpayers.
Join us as we dive into key year-end planning considerations, including:

OBBBA provisions: the latest updates and implementation guidance
Strategic tax planning for middle-market businesses
Tax planning opportunities for individual taxpayers
Current reporting requirements and available relief options
Recent tax cases and IRS guidance that may impact your planning and compliance

This webinar will equip you with the insights you need to navigate year-end with confidence.
This webinar is eligible for 1.0 CPE.
Register

AI for Not-for-Profits: Transforming Finance, Fundraising and Engagement
2025-12-09 12:00 - 13:00 (America/Chicago) | Virtual
AI is reshaping how not-for-profits manage finances, fundraising and member engagement. From automating financial tasks to improving donor research and forecasting, AI empowers teams to work smarter, increase transparency and make data-driven decisions.

Join our webinar on December 9 to explore real-world AI applications in not-for-profit finance and donor management – from fraud prevention to dynamic fundraising analytics. You’ll learn how organizations of all sizes can adopt AI effectively, mitigate risks, and strengthen donor and member relationships.

We’ll cover:

Practical AI use cases for not-for-profit finance, fundraising and engagement
How to leverage AI without enterprise-level resources
Managing risks and ensuring ethical AI use
Best practices for AI adoption in finance and donor management

This webinar is eligible for 1.0 CPE.

REGISTER >>

2025 Yellowbook Series - Session 11 - What to Expect for 2026
2025-12-10 12:00 - 13:00 (America/Chicago)
Now that 2025 is coming to a close, what’s on deck from the GASB in 2026? Learn about upcoming GASB pronouncements that will take effect soon, as well as updates on proposed standards.
This webinar is eligible for 1.0 CPE.
Register

Stay Ahead of Enforcement: Prepare Your F&SCM Licensing, Capacity and Data Strategy for 2026
2025-12-11 12:00 - 12:45 (America/Chicago)
Microsoft is introducing new enforcement measures that will change how organizations manage users, storage, and data across Dynamics 365 Finance and Supply Chain Management (F&SCM). Licensing enforcement begins in January 2026, with capacity enforcement close behind – making now the time to get your data and governance strategy in order.

Join Sikich for an inside look at what’s changing, what to do next, and how to build a future-ready approach to licensing, capacity, and data management. You’ll learn practical ways to stay compliant, streamline storage and unlock the value of your data with Microsoft Fabric.

We’ll cover:

What’s changing with Microsoft’s licensing enforcement in January 2026 – and what it means for your business
How to prepare for upcoming capacity enforcement and avoid unexpected overage costs
Practical steps to measure and manage storage using Sikich’s Capacity Review Workshop and Archiving Service
How to unify and govern Dynamics 365 data using Microsoft Fabric for analytics, AI and Copilot
Live demo: How to assign and manage F&SCM users efficiently

Why attend? You’ll walk away with clear steps to measure, manage and unify your Dynamics 365 data – turning enforcement changes into an opportunity to reduce costs, strengthen governance and modernize your environment.

REGISTER NOW

Planning for 2026: market lessons from 2025
2026-01-07 12:00 - 13:00 (America/Chicago) | Virtual
As we turn the page to a new year, many investors are taking a fresh look at the current and forecasted economic markets – and this session is designed to help you do just that. Join Sikich’s Wealth Management experts on Wednesday, January 7 for a timely discussion featuring Phil Blancato, Chief Market Strategist at Osaic.

This webinar will explore:

Current market information relevant to personal investments
Key lessons learned throughout 2025
What those insights may mean for thoughtful planning as we look toward 2026

Don’t miss this event and position yourself for a confident start to 2026.

This webinar is eligible for 1.0 CPE.

Register Here

Associated Equipment Distributors Summit
2026-01-19 - 2026-01-21 | Hilton Anatole Dallas, 2201 N. Stemmons Fwy, Dallas, TX, 75207, United States
Join Sikich at the Associated Equipment Distributors (AED) Summit—the leading event for equipment distributors, manufacturers, and service providers. With over 800 companies participating, this summit is a vital platform for industry leaders to connect, collaborate, and address today’s most pressing challenges. From navigating tariffs and right-to-repair legislation to overcoming supply chain disruptions and improving dealer performance, the AED Summit is your opportunity to build relationships, share insights, and forge new partnerships.
For decades, Sikich has helped manufacturers, service organizations, and asset-intensive businesses tackle their toughest challenges. Our team understands dealer management, manufacturing, distribution, and supply chain operations inside and out. If you’re looking for a software partner who can simplify complex equipment operations and make day-to-day work easier, we’d love to connect. To schedule time with Sikich during the AED Summit, contact Scott Brennan at scott.brennan@sikich.com.

Sikich's 2026 Higher Education Forum
2026-02-10 - 2026-02-11
Sikich’s annual Higher Education Forum returns in February with a focused, two-day virtual program for higher education finance, accounting, audit and operations professionals, offering up to 4.0 CPE credits.
Across four expert-led sessions, attendees will explore emerging risks, compliance updates and operational strategies relevant to today’s higher education environment.
Sessions include:

IT General Controls in Higher Education: Establishing a Foundation for Compliance
Single Audit Shuffle: Dancing Through 2025-2026 Changes
AI in Higher Education Finance and Operations: Year 2 – From Pilots to Performance
GASB Standards Update for Higher Education Finance Leaders

Register here.

Nevada Emergency Preparedness Association (NEPA) Summit
2026-02-10 - 2026-02-11 | Palace Station Hotel and Casino, 2411 W. Sahara Avenue, Las Vegas, NV, 89102, United States
Join Sikich at the Nevada Emergency Preparedness Association (NEPA) 2026 Summit which brings together 300 professionals annually from across Nevada, representing Emergency Management, Homeland Security, Military, Fire, Law Enforcement, Tribal, Private, and Public Health sectors. This year’s theme, “High Stakes Resilience”, captures the importance of strengthening preparedness in a complex world. The NEPA Summit is a forum for collaboration, innovation, and advancing community resilience in the face of natural and human-caused emergencies.
Don’t miss the session “Keeping the Tank Full – Individual Resilience and Leadership” featuring Sikich’s Edward Westfall, on Tuesday, February 10 at 4:00 PM and stop by the Sikich booth to learn about our full range of emergency management solutions. Designed to ensure seamless adoption and project success, our Government Technology division creates user-focused system modernizations and implementations.

Boosting NetSuite efficiency with AI, security, and financial intelligence
2026-02-11 13:00 - 13:45 (America/Chicago)
AI is beginning to play a practical role in how NetSuite users manage data, reduce manual work and better understand their financials. Join us on February 11 for a focused session on how AI assistants—powered by the new Model Context Protocol (MCP) connector—can work with your existing NetSuite environment in a secure and controlled way.
We’ll walk through real examples of how organizations are using AI alongside NetSuite to save time and support better decision-making—without overhauling their systems or compromising security.
In this webinar, you’ll learn:

How AI can support common NetSuite workflows without complex integrations
How security, roles and permissions are maintained
Live examples using real NetSuite scenarios, such as vendor spend analysis, accrual support and reporting insights
A look at what’s ahead for AI capabilities in NetSuite

This session is ideal for finance, accounting, operations and NetSuite leaders looking for a realistic view of how AI can be used today, and what to consider next.
Register today here!

Frontiers 2026
2026-02-19 - 2026-02-20 | Noah Liff Opera Center, 3622 Redmon Street, Nashville, TN, 37209, United States
Meet Sikich at Phase Capital’s third annual Frontiers 2026 summit, taking place February 19–20 at the Noah Liff Opera Center in Nashville. Frontiers is a premier deal‑making event at the intersection of technology, biology, and healthcare, bringing together founders, investors, health system leaders, policymakers, and operators for two days of conversation, market‑shaping insight, and relationship‑driven outcomes.
Don’t miss the chance to hear from leaders shaping the future of biotech and healthcare, gain investor perspectives on what’s getting funded, explore how AI is accelerating biological discovery, and dive into much more.

AI in Dynamics 365 Finance & Supply Chain Management webinar
2026-02-24 11:00 - 12:00 (America/Chicago)
Building on our previous session – From Buzz to Business Value: AI in Your Apps – this webinar will offer an in-depth exploration of how AI is transforming Microsoft Dynamics 365 Finance & Supply Chain Management. Hosted by Microsoft and Sikich, the session will showcase essential AI-driven features and agents that streamline business operations and empower smarter decision-making. Attendees will discover both out-of-the-box capabilities and practical steps to begin leveraging these innovations.
We’ll focus on:

Microsoft AI roadmap: What’s new and what’s next for AI in Dynamics 365, including MCP highlights
Supplier Communications Agent: Automating supplier follow-ups and improving response times
Sales Order Processing Agent: AI-driven order validation, exception handling and faster processing
Sidecar architecture: Secure, scalable AI integration without disrupting operations
Sikich support agents: Agentic solutions developed by Sikich to enhance operations
Copilot natural language queries: Conversational insights, reporting and easier data access

Why attend?
Participants will learn how AI in Dynamics 365 Finance & Supply Chain Management delivers:

Enhanced operational efficiency and reduced manual tasks
Improved supplier and customer communication workflows
Accelerated decision-making with intuitive, AI-powered insights
Flexible and scalable AI integration that maintains system stability

Who should attend?
This session is ideal for finance professionals, supply chain managers, IT leaders and business analysts seeking to optimize business processes and unlock the full potential of AI within Dynamics 365.
Register here!

Microsoft Copliot essentials: preparing your organization for AI
2026-02-25 10:00 - 11:00 (America/Chicago)
Is your business ready for AI?
Join Sikich’s Microsoft AI experts for an exclusive webinar to prepare your organization for the future of work. We’ll explore the fundamentals of AI, Generative AI and Agentic AI, and dive into real-world Microsoft 365 Copilot scenarios across key business functions like:

Communications
Customer Service
Finance
Operations
Sales

This is about more than adopting new tools – it’s about reshaping how your business works, competes and grows in an AI-first world. Join us on February 25 to discover best practices that can help your organization be strategic and successful.
Why attend?
This isn’t just another tech webinar – it’s a strategic blueprint for unlocking the full potential of Copilot.

Drive strategic impact: Align Copilot with your business goals to streamline operations, accelerate decision-making and elevate customer experiences
Maximize ROI: Discover where AI delivers the most value and how to measure success across departments
Mitigate risk and scale responsibly: Build a governance and adoption framework that balances innovation with compliance and data security
Accelerate transformation: Learn from experts who have led successful Copilot rollouts – frpm pilot to enterprise-wide impact

Register here!

Smarter selling: leveraging AI and HeadSTART in Microsoft Dynamics 365
2026-02-25 12:00 - 13:00 (America/Chicago) | Virtual
Building on our previous session—From Buzz to Business Value: AI in Your Apps—this webinar will explore how AI is transforming Microsoft Dynamics 365 sales. Join Microsoft and Sikich to learn about AI-driven features and agents that drive smarter sales processes with Sikich’s HEADSTART approach built in. See what’s available out of the box and uncover how you can start putting these resources into action.
In this webinar, we’ll cover the the three new agents and review Copilot for Sales. You’ll hear about:

Sales Qualification Agent: AI evaluates and scores leads based on multiple data points, prioritizing high-potential opportunities to improve pipeline quality
Sales Close Agent: Uses AI to identify buying signals and potential obligations, delivering personalized messaging and negotiation tactics
Sales Research Agent: AI automates lead and market research, delivering relevant customer insights faster to accelerate prospecting
Copilot for Sales: Features like record summarization and AI-powered email generation enhance sales productivity by providing quick overviews and personalized communication drafts

Register here

Why ERP initiatives stall - and what successful organizations do differently
2026-03-05 12:00 - 13:00 (America/Chicago)
An executive panel on ERP as a business transformation catalyst – not a technology implementation.
ERP initiatives rarely fail because of the software. They fail because organizations underestimate the operational, data, risk and organizational realities required to make them successful.
Join this executive-level panel discussion for a candid, real-world conversation on what actually determines ERP success – from data readiness and change capacity to cybersecurity risk, integration and post-go-live sustainability.
This 60-minute panel is designed for CFOs, COOs and CIOs navigating growth, AI adoption, private equity pressure or digital transformation and looking to avoid the costly missteps that cause ERP initiatives to stall or fall short.
Whether you’re evaluating ERP options, in the middle of an implementation, or living with a system that hasn’t delivered the value you expected, this session is designed to meet you where you are.
Register here!

The Institute of Internal Auditors Great Audit Minds (GAM) 2026
2026-03-09 - 2026-03-11 | ARIA Resort & Casino, 3730 Las Vegas Blvd., Las Vegas, NV, 89158, United States
The Institute of Internal Auditors is hosting its annual Great Audit Minds (GAM) conference March 9–11 at the ARIA Resort & Casino in Las Vegas. GAM convenes chief audit executives, audit directors, and senior leaders for high‑impact networking and deep dives into the trends reshaping governance and the future of internal audit. This year’s program tackles some of the most pressing themes in the profession, including the rise of agentic AI, fraud in the digital age, evolving leadership and reporting structures, and the transformation of the audit function.
Sikich is proud to be a GAM Gold Sponsor. Visit booth 505 to learn how we help organizations strengthen oversight, manage risk proactively, and build scalable compliance programs. Our capabilities span Internal Audit, Sarbanes‑Oxley compliance, Enterprise Risk Management, emerging risk and AI governance, and executive and board‑level advisory support. We focus on practical, actionable insight that drives informed decisions and resilient operations.

Spring into readiness: Preparing for a successful benefit plan audit
2026-03-11 12:00 - 13:00 (America/Chicago)
Spring is around the corner, and there’s no better time to streamline your audit preparation and avoid unnecessary surprises. Whether you’re preparing for your first audit or aiming to make your next one more efficient, join Sikich’s employee benefit plan experts for a one-hour webinar designed to help plan sponsors prepare for a successful audit. We’ll share best practices, SECURE 2.0 updates and tips for audit participants.
This session will cover:

Strategies for successfully navigating an initial audit
Best practices for employee benefit plan audit preparation
Common challenges and pain points during an audit
Key updates on SECURE 2.0 and what they mean for your plan

Register here!
