Navigate Change: AI, Cyber, and Tax Trends in 2025

Start time:
May 20, 2025 1:00 PM PT
Duration:
3 hours, 30 minutes
Location:
Moss Adams Portland Location
PDX 1404 Forest Training Room
805 SW Broadway Ste. 1400
Portland, OR 97205 (Map)
Credits:
2
Contact:
Luisa Gaston, Moss Adams, (628) 267-6090
Cost to attend:
Complimentary

Join us for our event, Navigate Change: AI, Cyber, and Tax Trends in 2025, designed to provide professionals across various industries with essential updates on emerging trends and practices.

We’ll cover key federal and state and local tax updates, practical insights into AI and cybersecurity, and strategies for mitigating related risks. Attendees will be eligible to earn two CPE credits and will have the chance to network with other executives following the session.

Gain practical knowledge to improve security practices, maintain tax compliance, and understand the latest developments affecting your organization.

Register

Speakers

Weston Nelson, CISA, CRISC, Partner, Moss Adams

Weston has provided financial compliance, internal control, and risk management services since 1996. His risk management services include internal audits, Sarbanes-Oxley (SOX) compliance, process and control analysis, IT compliance and strategy, IT governance, enterprise resource planning (ERP) solutions, and anti-bribery. Weston has a broad-based collaborative approach to risk management, working closely with stakeholders to understand business and compliance risks while developing strategies to improve, remediate, and monitor compliance and risk management efforts.

Bryan Schader, CISSP, CISA, CCSFP, CHQP, Partner, Moss Adams

Bryan leads our Cybersecurity Practice and has worked in public accounting, supporting security audits and consulting since 2008. His focus is driving integration across cybersecurity compliance engagements including ISO 27001, payment card industry (PCI), FedRAMP, SOC, and HITRUST.

He works primarily in the technology industry, supporting SaaS companies of all sizes.

Anne-Marie Gorbett, CPA, Senior Manager, Moss Adams

Anne-Marie has provided state and local tax services to public and privately held companies since 2011. She focuses her practice on state and local income, franchise, sales/use and gross receipts tax consulting, and compliance projects.

Anne-Marie specializes in large corporate state income tax return compliance in the manufacturing and technology industries.

Ryan Kuenzi, CPA, Partner, Moss Adams

Ryan has advised businesses and owners since 2004. He’s a trusted business consultant to various food, beverage, agricultural, timber, and manufacturing and distribution businesses.

Ryan provides federal and state tax-related compliance, consulting, and planning services, including those related to tax-saving opportunities, entity structure, and growing and preserving taxpayer wealth.

Registration Form

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CPE Information

Program Level:
Basic
Credits:
Information Technology: 1
Taxes: 1
Delivery Method:
Classroom
Learning Objectives:

After completing this training, participants will be able to: identify key updates in federal and state tax laws and understand their implications for business compliance and financial planning; assess emerging cybersecurity regulations, with a focus on practical measures for maintaining data security and mitigating risk; analyze current trends in AI and cybersecurity and develop actionable strategies for compliance and risk management; conduct penetration testing to uncover potential vulnerabilities in IT infrastructure and recommend appropriate security measures; and develop actionable strategies to align tax planning, data protection protocols, and compliance frameworks with evolving industry standards.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Luisa Gaston at (628) 267-6090 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.