2026 Year-End Webinar Series

11:00 a.m. – 12:00 p.m. ET

Year-end is the perfect time to revisit the accounting and auditing developments that may affect your organization. Our professionals will discuss tariff refund considerations, upcoming FASB and GASB standards, and new audit and attest developments to help you prepare for the year ahead.

• Megan Foley, manager, assurance
• Christopher Gilbert, senior manager, assurance
• Jess Stephen, senior manager, assurance
• Ben Puente, senior manager, assurance

2:00 – 3:00 p.m. ET

Discover how AI is changing employee benefit plans and what it means for plan sponsors. Our multidisciplinary team will explore governance best practices, cybersecurity considerations, compliance requirements, and the responsibilities that come with adopting AI-enabled tools.

• Cole Weinman, senior manager, AI consulting
• Scott Grenier, senior manager; people, workforce, & rewards
• Andrea Selke, principal, cybersecurity
• Moderator: Katie Vought, senior manager, assurance 

11:00 a.m. – 12:00 p.m. ET

Organizations are investing heavily in AI and digital transformation, but technology alone isn’t enough. Learn how aligning data, governance, risk management, and operating models can help support innovation while maintaining effective oversight and long-term sustainability.

• Amanda Carrigan, partner, management consulting
• Kyle Macyda, principal, management consulting
• Bailey Kahl-Wu, manager, management consulting

2:00 – 3:00 p.m. ET

IT and cybersecurity diligence can reveal more than potential risks during a transaction. This session explores how buyers, investors, and portfolio companies can use technology strategy, integration planning, and remediation efforts to support scalable growth and maximize long-term value.

• Rachel Harris, senior manager, management consulting
• John Samulak, partner, management consulting
• Jessica Whitman, principal, management consulting
• Moderator: Craig Zampa, partner, management consulting

11:00 a.m. – 12:00 p.m. ET

As tax laws continue to evolve, proactive planning remains essential. Our wealth management professionals will share strategies related to taxes, retirement planning, charitable giving, wealth transfer, and tax-efficient investing to help individuals prepare for 2027.

• Dino Giannobile, partner, Plante Moran Wealth Management
• Patrice Goodwin, partner, Plante Moran Wealth Management
• Moderator: Ben Cote, tax partner

2:00 – 3:00 p.m. ET

Recent tax developments continue to create new challenges and opportunities for organizations. Join our tax specialists as they discuss key provisions of the One, Big, Beautiful Bill Act and planning considerations across federal, state, and international tax areas as businesses prepare for the year ahead.

• Amber Amelio, senior manager, tax solutions group
• Matt Carlson, principal, international tax services
• Christiaan Duell, manager, state and local tax services
• Andrea Prior, senior manager, National Tax Office
• Moderator: Ben Cote, tax partner