Events - Withum https://www.withum.com/events/ Tue, 17 Jun 2025 20:19:44 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 Dallas Alternatives Symposium https://www.withum.com/events/dallas-alternatives-symposium/ Mon, 16 Jun 2025 17:00:58 +0000 https://www.withum.com/?post_type=event&p=128945 Event Details Thursday, September 25, 20251:00 – 4:00 PM CSTThe Ritz-Carlton2121 McKinney Ave, Dallas, TX 75201 One day. Endless insights. All in the heart of Dallas. Join Withum, BTIG and […]

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Thursday, September 25 | 1:00 – 4:00 PM CST | The Ritz-Carlton, Dallas, 2121 McKinney Ave, Dallas

Dallas Alternatives Symposium

    Available on:

  • Sep 25
    1:00 pm-4:00 pm CT The Ritz-Carlton, 2121 McKinney Ave, Dallas, TX 75201

Event Details

Thursday, September 25, 2025
1:00 – 4:00 PM CST
The Ritz-Carlton
2121 McKinney Ave, Dallas, TX 75201

One day. Endless insights. All in the heart of Dallas.

Join Withum, BTIG and Winstead for the 1st Annual Dallas Alternatives Symposium — a full day of curated programming designed for financial services professionals looking to stay ahead in a rapidly evolving landscape.

Why Attend?

This exclusive in-person event brings together top minds in finance, law, and advisory to explore the latest developments impacting the financial services sector, from regulatory shifts and market trends to risk management and strategic growth.

Register today to save your seat!

Register for this event

Register for this event

Join Withum, BTIG and Winstead for the 1st Annual Dallas Alternatives Symposium — a full day of curated programming designed for financial services professionals looking to stay ahead in a rapidly evolving landscape.

Register Now

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]]> What is an ESOP: A Practical Discussion for Cannabis Operators https://www.withum.com/events/what-is-an-esop-a-practical-discussion-for-cannabis-operators/ Wed, 04 Jun 2025 17:20:02 +0000 https://www.withum.com/?post_type=event&p=128810 Webinar Details Topics will include: Join us for a practical, informal conversation focused on helping operators understand whether this structure is the right fit. If you’re exploring exit strategies, liquidity […]

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What is an ESOP: A Practical Discussion for Cannabis Operators

This session will walk through the basics of what an ESOP is and how it applies specifically to cannabis operators. We’ll cover how the structure works, what the tax benefits are, and why it may be one of the few viable paths to liquidity in today’s market.

    Available on:

  • Jun 18
    10:00 am-10:30 am ET Online

Webinar Details

Topics will include:

  • How does a sale of stock to an ESOP make a cannabis company income tax-free?
  • What is an ESOP and how do employees benefit?
  • Exploration of the mechanics of the transaction and the impact on current debt holders?
  • What is the economic impact on current Shareholders who invested seeking a rate of return?
  • Who runs the company post-exit to an ESOP?
  • Can the current owners who work in the business participate in the ESOP?
  • What will the current lenders think about an exit to an ESOP?

Join us for a practical, informal conversation focused on helping operators understand whether this structure is the right fit. If you’re exploring exit strategies, liquidity or ways to reduce your tax burden — this webinar is for you.

Register Here
Featured Speakers

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]]> The Connect Effect: Turning Conversations into Clients https://www.withum.com/events/the-connect-effect-turning-conversations-into-clients/ Thu, 29 May 2025 14:51:35 +0000 https://www.withum.com/?post_type=event&p=128656 Event Details Tuesday, August 5 2:00 – 6:30 PM ET Renaissance Boston Patriot Place28 Patriot Pl | Foxborough, MA 02035 Agenda: 2:00 PM – 4:30 PM: Business Development and Marketing […]

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The Connect Effect: Turning Conversations into Clients

In today’s fast-moving world, success isn’t just about what you know — it’s about who knows you. The Connect Effect is your guide to building meaningful relationships that drive real business results.

    Available on:

  • Aug 05
    2:00 pm-6:30 pm ET Renaissance Boston Patriot Place, 28 Patriot Pl, Foxborough, MA 02035

Event Details

Tuesday, August 5
2:00 – 6:30 PM ET
Renaissance Boston Patriot Place
28 Patriot Pl | Foxborough, MA 02035

Agenda:

2:00 PM – 4:30 PM: Business Development and Marketing Seminar

4:30 PM – 6:30 PM: Networking Reception

This dynamic, interactive session is designed for emerging professionals who want to grow their networks with purpose and turn everyday conversations into long-term opportunities. You’ll walk away with practical tools, fresh strategies, and the confidence to connect with intention.

What You’ll Gain from this Event

  • How to build authentic connections that lead to business
  • Ways to communicate your value without the hard sell
  • Techniques for staying top-of-mind with the right people
  • How to use social platforms to expand your reach and influence
  • Whether you’re just starting out or looking to elevate your presence, this session will help you unlock the power of connection — and turn it into your competitive advantage.
Register for this event

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]]> Sip & Savor: A Tasting Experience for Law Firms & Attorneys https://www.withum.com/events/sip-savor-wine-tasting-food-pairing-hosted-by-withum-jp-morgan/ Fri, 23 May 2025 17:33:03 +0000 https://www.withum.com/?post_type=event&p=128623 By registering for this event, you agree that Withum may disclose the personal data you submit as part of the registration to co-organizers for event management purposes. Your contact information […]

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Sip & Savor: A Tasting Experience for Law Firms & Attorneys

Join the legal community of the Bay Area for an evening of networking and connections over thoughtfully selected wines and expertly paired small plates. 

    Available on:

  • Jun 25
    5:00 pm-7:00 pm PT Press Club, 20 Yerba Buena Lane, San Francisco, CA 94103
Register for this event

By registering for this event, you agree that Withum may disclose the personal data you submit as part of the registration to co-organizers for event management purposes. Your contact information may also be used for marketing outreach, including promotional emails. You can opt out of marketing emails at any time. For additional information concerning the privacy practices of Withum and our co-sponsors, please see applicable hyperlinks below.

Withum Privacy Policy | J.P. Morgan Privacy Policy

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]]> Staying Cyber-Secure and Compliant With DOL Guidance for ERISA Plans https://www.withum.com/events/staying-cyber-secure-and-compliant-with-dol-guidance-for-erisa-plans/ Thu, 22 May 2025 15:12:29 +0000 https://www.withum.com/?post_type=event&p=128595 As cyber threats continue to evolve, the Department of Labor (DOL) expects plan fiduciaries to establish and maintain strong cybersecurity programs. These programs should be assessed annually by qualified independent […]

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Staying Cyber-Secure and Compliant With DOL Guidance for ERISA Plans

Watch this on-demand webinar featuring industry expert Julie Tracy from Withum. This recording is designed to help you navigate ongoing cybersecurity compliance guidance. You’ll gain actionable insights into protecting sensitive plan data, mitigating risks, and fulfilling your fiduciary responsibilities under ERISA.

Already Registered?
Click Here
View On-Demand Webinar

As cyber threats continue to evolve, the Department of Labor (DOL) expects plan fiduciaries to establish and maintain strong cybersecurity programs. These programs should be assessed annually by qualified independent third parties to evaluate their effectiveness. Given that retirement plans have become prime targets for cyberattacks, it is crucial for plan sponsors to proactively protect sensitive personal, health, and financial information.

View this on-demand webinar to:
  • Understand DOL Cybersecurity Guidance: What fiduciaries and service providers need to know
  • Discover Emerging Threats: Real-world cyber risks targeting employee benefit plans, including business email compromise
  • Learn About Practical Protections: Steps to build and maintain an effective, future-ready cybersecurity program
Featured Speakers

Ready to watch?

View this on-demand webinar to explore the importance of Department of Labor cybersecurity compliance for ERISA plans.

View Now

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]]> From Risk to Opportunity: How Cybersecurity Enhances Your Staffing Business https://www.withum.com/events/from-risk-to-opportunity-how-cybersecurity-enhances-your-staffing-business/ Thu, 22 May 2025 14:16:08 +0000 https://www.withum.com/?post_type=event&p=128589 Staffing agencies are a goldmine of sensitive information—from candidate resumes to client contracts—and that makes them prime targets for cyber threats. But with the right approach, cybersecurity can be more […]

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From Risk to Opportunity: How Cybersecurity Enhances Your Staffing Business

Join industry leaders from Withum and Tannenbaum Helpern Syracuse & Hirschtritt’s for a dynamic session that will arm you with practical tools to protect your agency, ensure legal compliance and strengthen client trust. You’ll learn about common threats, must-know regulations, affordable program development, and best practices to secure your data and reputation. We’ll also break down real-world breaches and how they could’ve been prevented.

Register for this Webinar

Staffing agencies are a goldmine of sensitive information—from candidate resumes to client contracts—and that makes them prime targets for cyber threats. But with the right approach, cybersecurity can be more than just protection. It can be a strategic differentiator.

Attend this webinar to:
  • Understand top cybersecurity threats targeting staffing firms
  • Navigate evolving legal and compliance requirements
  • Explore scalable solutions to build or enhance your cybersecurity program
  • Learn from real-life examples and avoid common pitfalls
Featured Speakers

Register for This Webinar

Join us for a dynamic session that will arm you with practical tools to protect your agency, ensure legal compliance and build client trust

Register Now

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]]> Withum’s Healthcare Symposium 2025 https://www.withum.com/events/withums-healthcare-symposium-2025/ Wed, 21 May 2025 15:27:23 +0000 https://www.withum.com/?post_type=event&p=128329 Event Details Tuesday, December 9, 202511:00 AM – 3:00 PM ET Mark your calendars for Withum’s 7th Annual Healthcare Symposium held virtually on December 9! This year’s event will feature […]

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Tuesday, December 9 | 11:00 AM – 3:00 PM ET

Withum’s Healthcare Symposium 2025

    Available on:

  • Dec 09
    11:00 am-3:00 pm ET Online

Event Details

Tuesday, December 9, 2025
11:00 AM – 3:00 PM ET

Mark your calendars for Withum’s 7th Annual Healthcare Symposium held virtually on December 9!

This year’s event will feature insight from healthcare industry experts on key topics impacting your organization including the presidential election, competition in the marketplace, private equity, financial and legal considerations, innovative technology advancements, and more.

Speakers, panel sessions and continuing education credit details to be announced!

Register now as space is limited.

Register for this event

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]]> Strengthening Compliance and Trust Through Effective Internal Controls https://www.withum.com/events/strengthening-compliance-and-trust-through-effective-internal-controls/ Wed, 14 May 2025 17:20:18 +0000 https://www.withum.com/?post_type=event&p=128483 View this on-demand webinar to:

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Strengthening Compliance and Trust Through Effective Internal Controls

Watch this on-demand webinar to explore how System and Organization Controls (SOC) reports are essential tools for evaluating and understanding the effectiveness of internal controls—both for service organizations and the entities that rely on them.

Already Registered?
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View On-Demand Webinar
View this on-demand webinar to:
  • Recognize what SOC reports are and their significance in assessing internal controls.
  • Compare the various types of SOC reports and understand the appropriate use cases for each.
  • Assess how SOC reports can support organizations in demonstrating compliance with regulatory requirements.
Featured Speakers

Register for This Webinar

View this on-demand webinar to compare the various types of SOC reports and understand the appropriate use cases for each.

View Now

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]]> Business Provisions Included in the House Tax Reform Bill https://www.withum.com/events/business-provisions-included-in-the-house-tax-bill/ Tue, 13 May 2025 23:12:41 +0000 https://www.withum.com/?post_type=event&p=127077 The House Ways and Means Committee released additional information regarding their proposed tax bill, named “The One, Big, Beautiful Bill” on Monday, May 12, 2025. While the bill could have […]

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Business Provisions Included in the House Tax Reform Bill

Watch this on-demand webinar to understand the significant business provisions included in the House bill and what will happen next.

Already Registered?
Click Here
View On-Demand Webinar

The House Ways and Means Committee released additional information regarding their proposed tax bill, named “The One, Big, Beautiful Bill” on Monday, May 12, 2025. While the bill could have additional adjustments in the Senate, it provides the framework for 2025 tax reform.

View this on-demand webinar to:
  • Evaluate significant business tax provisions included in the House bill
  • Identify changes to clean energy provisions included in the House bill
  • Define the next steps expected for passing the federal tax reform
Featured Speakers

Ready to watch?

View this on-demand webinar to discover the key business provisions in the House tax reform bill and what to expect moving forward.

VIew Now

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]]> TechCon 365 Atlanta – Microsoft 365, AI and Power Platform Conference  https://www.withum.com/events/techcon-365-atlanta-microsoft-365-ai-and-power-platform-conference/ Tue, 13 May 2025 15:13:45 +0000 https://www.withum.com/?post_type=event&p=128457 Event Details Monday, August 11, 9:00 AM – Friday, August 15, 3:00 PM Georgia World Congress Center285 Andrew Young International Blvd NW | Building AAtlanta, GA 30313 Join us at […]

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TechCon 365 Atlanta – Microsoft 365, AI and Power Platform Conference 

Withum is a proud sponsor of TechCon 365 Atlanta 2025

Join us in Atlanta for the TechCon 365 conference from August 11-15!

    Available on:

  • Aug 11
    9:00 am-3:00 pm ET Georgia World Congress Center, 285 Andrew Young International Blvd NW, Building A, Atlanta, GA 30313

Event Details

Monday, August 11, 9:00 AM – Friday, August 15, 3:00 PM

Georgia World Congress Center
285 Andrew Young International Blvd NW | Building A
Atlanta, GA 30313

Join us at the conference and use code WITHUM to save 15% on your registration

Click to save with Withum

Microsoft TechCon 365 is a Microsoft 365, Power Platform and Copilot/AI Training Conference that brings you the world’s leading experts in Microsoft technologies and programs. Whether you are new to Microsoft 365 and Power Platform or an experienced power user, admin or developer, TechCon 365 has content designed to fit your experience level and area of interest. The dynamic and timely workshops and sessions are taught by Microsoft Certified Trainers, Microsoft MVPs, Microsoft Regional Directors and Microsoft product group members.

Don’t miss this chance to be part of a transformative event that will empower you and your organization to harness the full potential of Microsoft 365, AI, Power Platform, Microsoft Fabric, SharePoint, Power BI, Azure OpenAI, Purview, Loop and much more. Choose one complete learning track or mix and match based on what content best meets you and your organization’s current needs!

Join us at the conference and use code WITHUM to save 15% on your registration!

Join us in Atlanta!

Secure your spot with Withum at this year’s Microsoft 365, AI and Power Platform Conference!

Click to Save

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