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X-WR-CALDESC:Events for BioCT
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DTSTART;TZID=America/New_York:20260602T140000
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UID:10003064-1780408800-1780412400@bioct.org
SUMMARY:Build a Strong Financial Foundation - Hosted by CLA
DESCRIPTION:Profit isn’t cash — and confusing the two can quietly derail growth. Strong organizations rely on timely financial information to run the business with confidence. \nJoin our complimentary webinar as CLA Client Accounting and Advisory Services professionals break down the financial fundamentals leaders need to operate day to day. Learn about common accounting pitfalls\, profit versus cash flow\, and how a weak operational finance foundation could hold your organization back. \nWho should attend:\nThis session is designed for business owners\, CEOs\, CFOs\, controllers\, executive directors\, and operational leaders who want clearer financial information\, stronger processes\, and better decisions. \nSpeaker:\nJohn Hughes\, Principal
URL:https://bioct.org/event/build-a-strong-financial-foundations-hosted-by-cla/
LOCATION:VIRTUAL
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T120000
DTEND;TZID=America/New_York:20260514T130000
DTSTAMP:20260427T200426Z
CREATED:20260427T200426Z
LAST-MODIFIED:20260427T200426Z
UID:10003056-1778760000-1778763600@bioct.org
SUMMARY:AI Strategy as Competitive Advantage: What Leading Companies Do Differently - Hosted by CLA
DESCRIPTION:The rapid acceleration of artificial intelligence – real or hype – is shaping the landscape of how business will be done. What seemed like the distant future is now knocking at the front door\, ready or not. \nBarriers to accessibility are falling\, making tools easier and more affordable. SaaS companies are embedding pervasive AI functionality directly into their applications that interact with your data and workflows. Shadow AI is creeping into the organization\, presenting a new front for risk.\nYet very few businesses are successful in moving from pilot to scaled production with AI where they truly drive ROI. The question that every leader evaluating AI should be asking is not whether to adopt AI\, but instead if AI is more pervasive\, cheaper\, and faster than ever\, why aren’t adopters seeing measurable return on investment when moving to scale? \nWe discuss this and more in the opening chapter to a series of webinars on how CLA is executing on its own digital transformation and using our experience to help our clients strategize for and scale with AI effectively\, responsibly\, and securely. \nJoin moderator Jordan Alexander and Chris Blackburn\, who connect for a fireside chat to dive into CLA’s AI strategy manifesto and why the right strategy\, not tools and a list of use cases\, is at the core to achieving safe\, secure\, and meaningful outcomes with AI.
URL:https://bioct.org/event/ai-strategy-as-competitive-advantage-what-leading-companies-do-differently-hosted-by-cla/
LOCATION:VIRTUAL
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260501T100000
DTEND;TZID=America/New_York:20260501T180000
DTSTAMP:20260421T143044Z
CREATED:20260421T143044Z
LAST-MODIFIED:20260421T143044Z
UID:10003051-1777629600-1777658400@bioct.org
SUMMARY:CLA and Microsoft Present Dashboard in a Day
DESCRIPTION:Health care organizations are under increasing pressure to modernize operations\, improve patient outcomes\, and make smarter use of data and technology. \nJoin CLA and Microsoft for a practical dashboard in a day (DIAD) workshop designed specifically for health care and life sciences leaders. This session focuses on how to bring data together\, visualize it clearly\, and share insights across your organization. \nAt Microsoft\, we understand that in the current economic climate you are being asked to enhance your business by leveraging data to make critical business decisions in an efficient\, precise and effective manner. \nPower BI is a business analytics service that gives you a single view of your business data\, with the ability to monitor the health of your business using live dashboards\, create rich interactive reports and access your data on the go\, from your mobile devices. \nMicrosoft in partnership with CliftonLarsonAllen LLP (CLA) are pleased to invite you to a free 1-day workshop covering the capabilities of Power BI. The goal of this informational session is to help you understand how to analyze your data in a rich and compelling way. Whether you are evaluating its ability to meet organizational requirements around data visualization and analysis or are looking to learn how it can help you be more efficient and make a greater impact on the work you do every day\, this is the workshop for you. \nAt the end of the day\, attendees will better understand how to: \n\nConnect to\, import\, and transform data from a variety of sources\nDefine business rules and KPIs\nExplore data with powerful visualization tools\nBuild stunning reports\nShare dashboards with their team and business partners\, and publish them to the web
URL:https://bioct.org/event/cla-and-microsoft-present-dashboard-in-a-day/
LOCATION:VIRTUAL
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260324T120000
DTEND;TZID=America/New_York:20260324T130000
DTSTAMP:20260224T152023Z
CREATED:20260224T151802Z
LAST-MODIFIED:20260224T152023Z
UID:10002991-1774353600-1774357200@bioct.org
SUMMARY:Top Credits and Incentives You May Be Missing in 2026 - Hosted by CLA
DESCRIPTION:Are you leaving money on the table? Organizations in all industries are finding meaningful savings through federal\, state\, and local tax credits and incentives — yet some businesses don’t claim the benefits they qualify for. \nJoin CLA for a practical complimentary webinar that breaks down where opportunities exist\, and how to take advantage of them. You’ll leave with clarity on a wide range of credits and incentives involving research\, development\, energy\, workforce\, and expansion. We’ll explain how to use them to help drive growth and enhance cash flow. \nIf your organization has plans to hire workers\, expand your facilities\, or innovate new products in 2026\, you won’t want to miss this session. \n\nAt the end of this session\, you’ll be able to:\nIdentify opportunities for R&D tax credits\nDiscuss energy-related incentives and how recent legislation impacts clean energy projects\nRecognize Work Opportunity Tax Credit (WOTC) opportunities and benefits\nIdentify state and local credits and incentives that can support expansion or investment\n\nWho should attend:\nThis session is designed for leadership and finance professionals in all industries looking to take advantage of potential tax savings. \nSpeakers: \n\nJen Rohen\, Principal\nKarlee Lowe\, Director\nSteven Bartlett\, Manager\nMichael DePrima\, Principal
URL:https://bioct.org/event/top-credits-and-incentives-you-may-be-missing-in-2026-hosted-by-cla/
LOCATION:VIRTUAL
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260210T100000
DTEND;TZID=America/New_York:20260210T110000
DTSTAMP:20260109T160923Z
CREATED:20260109T160923Z
LAST-MODIFIED:20260109T160923Z
UID:10002966-1770717600-1770721200@bioct.org
SUMMARY:CLA: Enhance SQL Server Without Spending More on Hardware or Licenses
DESCRIPTION:Unlock better SQL Server performance\, security\, and scalability\, without extra hardware or license costs. \nThis complimentary webinar covers practical strategies to enhance backups\, capacity\, and performance for your SQL Server environment. \nKey takeaways: \n\nLearn how to set effective backup and recovery goals\nPlan for future growth\nLearn how to diagnose and fix performance issues without spending more\n\nWho should attend: \n\nThis session is designed for IT directors\, IT managers\, CIOs\, CFOs\, and financial managers.\n\nSpeaker: \n\nTodd Chittenden\, Data Analyst Director
URL:https://bioct.org/event/cla-enhance-sql-server-without-spending-more-on-hardware-or-licenses/
LOCATION:VIRTUAL
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251211T100000
DTEND;TZID=America/New_York:20251211T120000
DTSTAMP:20251113T212832Z
CREATED:20251113T212832Z
LAST-MODIFIED:20251113T212832Z
UID:10002946-1765447200-1765454400@bioct.org
SUMMARY:Behavioral Ethics: Falling Over the Moral Cliff - Hosted by CLA
DESCRIPTION:In this complimentary session\, we’ll introduce and explore various concepts within the study of behavioral ethics and discuss their impacts in business and accounting. \nThrough real examples\, we’ll review ethical patterns and factors of corporate scandals\, as well as counterbalancing forces we can implement to avoid the dark patterns that often lead to ethical scandals. \nWe’ll also explore the ethics of AI as it relates to bias\, fairness\, and trust. \nAt the end of this session\, you’ll be able to: \n\nRecognize the patterns and behaviors that can often lead to ethical scandals in business\nIdentify counterbalancing forces that encourage ethical behavior and drive ethical culture\nRecognize ethical considerations of bias\, fairness\, and trust related to the use of AI\nDescribe how behavioral ethics considerations apply to real-world examples\n\nWho should attend:\nThis session is designed for accountants and business professionals interested in learning more about the impact of behavioral ethics in business and accounting. \nNote: Both sessions will include similar content on both days\, and the Behavioral Ethics for Financial Institutions: Fall Over the Moral Cliff webinar on November 19. Those who attend the webinar are not eligible to receive duplicate credit for attending either of the ethics sessions noted above. \nSpeakers: \n\nJoy Fisher\, Principal\nKim Boyle\, CAAS Engagement Director
URL:https://bioct.org/event/behavioral-ethics-falling-over-the-moral-cliff-hosted-by-cla-2/
LOCATION:VIRTUAL
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251209T120000
DTEND;TZID=America/New_York:20251209T130000
DTSTAMP:20251113T141814Z
CREATED:20251113T141814Z
LAST-MODIFIED:20251113T141814Z
UID:10002945-1765281600-1765285200@bioct.org
SUMMARY:CLA: Catch Me Up if You Can – What’s New for Retirement Plans in 2026
DESCRIPTION:Don’t be caught unaware of an important provision of SECURE 2.0 starting January 1\, 2026. Catch up contributions for some employees must be treated as Roth (i.e.\, after tax) to comply with SECURE 2.0 — this presents challenges from both a payroll perspective and recordkeeping platform configurations. \nLearn the new rules affecting catch-up contributions and important considerations for plan sponsors as they implement the new rules. \nWe will also discuss other timely topics to think about as you close out your 2025 Plan year. \nAt the end of this session\, you’ll be able to: \n\nRecall the SECURE 2.0 catch-up and Roth contribution changes effective in 2026\nIdentify long-term part-time employees who are eligible to participate\nRecognize collective investment trust investments and their increasing popularity\nRecognize the impact of mergers and acquisitions on retirement plans\n\nSpeakers \n\nCrystal Coleman\, Principal\nBreezy Paulus\, Director\nDenise Falbo\, Director\, CliftonLarsonAllen Wealth Advisors\, LLC
URL:https://bioct.org/event/cla-catch-me-up-if-you-can-whats-new-for-retirement-plans-in-2026/
LOCATION:VIRTUAL
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251203T120000
DTEND;TZID=America/New_York:20251203T124500
DTSTAMP:20251111T165705Z
CREATED:20251111T165705Z
LAST-MODIFIED:20251111T165705Z
UID:10002944-1764763200-1764765900@bioct.org
SUMMARY:CLA Outlook: Strategies to Navigate Markets in 2026 and Beyond
DESCRIPTION:CLA’s 2026 outlook offers insights to help business owners and individuals develop sound financial strategies. Join our session for an insightful discussion around policy\, the economy\, and financial markets. \nTopics to be covered: \n\nEconomy — How interest rates\, tariffs and inflation might affect portfolios\nMarkets — 2025 performance and 2026 outlook for equities\, fixed income\, and alternatives
URL:https://bioct.org/event/cla-outlook-strategies-to-navigate-markets-in-2026-and-beyond/
LOCATION:VIRTUAL
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T120000
DTEND;TZID=America/New_York:20251105T130000
DTSTAMP:20251030T193244Z
CREATED:20251030T193244Z
LAST-MODIFIED:20251030T193244Z
UID:10002931-1762344000-1762347600@bioct.org
SUMMARY:Close Strong: Year-End Planning for Leaders - Hosted by CLA
DESCRIPTION:Before the calendar flips to 2026\, make sure your organization isn’t leaving money on the table. Join us for a fast-paced\, insight-packed session designed to help you close the year with confidence and clarity. \nWe’ll share updates on tax deductions you might be missing — including real-life examples of clients who have saved thousands of dollars already this year. \nAt the end of this session\, you will be able to: \nRecognize how to avoid year-end reporting scrambles \n\n1099s\nTips and overtime reporting\nClosing the year-end books\n\nRecall forecasting and cash flow planning methods \n\nCash basis tax planning\nAccounting method considerations\n\nIdentify how to set up systems to work smarter in 2026 \n\n\nWhat to automate and delegate\n\nRecall retirement plan setup and funding options before year-end\nIdentify year-end strategic tax moves \n\nDepreciation strategies\, including bonus depreciation and Section 179\nQualified production property\nResearch and development (R&D) strategies\, including Section 174 planning\n\nWho should attend: \nThis session is designed for business owners\, organization leaders\, CEOs\, CFOs\, controllers\, and other professionals interested in year-end planning. \nSpeakers: \n\nHeidi Grinde\, Principal\nSteve Combs\, Principal\nJim Milliken\, Principal\nNick Romanelli\, Principal
URL:https://bioct.org/event/close-strong-year-end-planning-for-leaders-hosted-by-cla/
LOCATION:VIRTUAL
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