WICPA CPE & Special Event Catalog
Farm Taxation Update
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Online
8.00 Credits
Member Price: $369
The agriculture industry's unique tax rules are closely linked to specialized income and tax deduction opportunities. Learn more about them at this virtual event, where you'll hear from farm tax expert Paul Neiffer, CPA, author of the FarmCPAReport blog. Discover how to apply key tax planning concepts unique to agribusiness and gain guidance on how to maximize tax benefits for your farm clients.
Audits of Employee Benefit Plans Subject to ERISA
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Online
8.00 Credits
Member Price: $369
Employee benefit plan (EBP) audit engagements remain under close examination by regulators and peer reviewers, stemming from a historical pattern of noncompliance with applicable professional standards. It is imperative that auditors possess the requisite skills to carry out EBP engagements with proficiency. This involves navigating the audit process from the initial engagement acceptance through reporting and completion. Given that 401(k) plans represent the predominant plan type subjected to audits, this course offers a comprehensive examination of these plans. Participants will discover strategies to meticulously plan and execute risk-based plan audits, ensuring adherence to professional standards without compromising efficiency.
Agriculture Tax & Accounting Conference
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Online
9.00 Credits
Member Price: $399
Get the 100% fresh, local insights you need to help your agricultural clients thrive. Dig into the latest farm tax updates, economic developments, accounting news and planning opportunities affecting farmers. Learn from industry experts and come away with practical information to advise your Ag clients. This conference was developed in partnership with the Minnesota Society of CPAs & Iowa Society of CPAs. Below are the sessions that will qualify for IRS. There will be an IRS CE request form available within the webcast platform for attendees to submit their information to request these hours. Section 1031 Exchanges in the Agriculture Landscape (1 IRS CE) Farm Tax Update (2 IRS CE) Tax Considerations for the Farm Succession Plan (1 IRS CE)
Leading From The 50-Yard Line: Financial Strategy In A High-Stakes Industry
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Online
2.00 Credits
Member Price: $109
Small business, big visibility. Step inside the world of NFL finance through the eyes of four senior financial leaders from the NFC North: Laura Anderson (Chicago Bears), Allison Maki (Detroit Lions), Kate Shibilski (Minnesota Vikings) and Maureen Smith (Green Bay Packers). Explore how financial executives operate in organizations where "success" is measured on the field as much as it is by the numbers and gain insights on how collaboration is vital even when rivalries are heated. Hear personal and professional insights from their experiences as women and working parents in senior leadership roles and walk away with practical guidance on what it takes to be an effective leader in your organization.
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $109
The COVID pandemic changed the way many people worked, yet others have had remote teams for decades & little changed. Many organizations trying to bring people back to the office have experienced significant turnover. Some practices have changed forever while some principles will always remain the same. Keeping your people happy equals keeping your best people. Learn the changes you should make now & the things you should do forever!
Mining Your Firm Client Database for Revenue
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Online
1.00 Credits
Member Price: $55
Your client database is more than a record of past engagements-it's a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships and drive sustainable revenue growth. From identifying cross-selling potential to leveraging automation tools for proactive outreach, this webinar will equip firm leaders and client managers with actionable strategies to turn dormant data into dynamic business development. Whether you're a solo practitioner or part of a larger firm, you'll walk away with a roadmap for transforming your client list into a revenue-generating engine. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Audit Prepaid Expenses
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Online
2.00 Credits
Member Price: $89
Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions & common risks & threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy & reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools & confidence needed to navigate prepaid expense audits with proficiency.
Mergers & Acquisitions: Complete Guide to Relevant Issues
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Online
2.00 Credits
Member Price: $89
Arthur Werner will provide financial professionals with the information their teams will need to successfully plan & execute mergers & acquisitions. For major topics covered, see below. This course may be customized or tailored based on the needs of your organization. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to kori.herrera@acpen.com
Advanced Excel for Staff: Build Reports & Analyze Data
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Online
2.00 Credits
Member Price: $89
Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize and structure data, apply calculations to derive key metrics and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Drive Results With Metrics
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Online
2.00 Credits
Member Price: $89
Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past. Using performance metrics effectively reduces work, reduces politics, provides flexibility & substantially improves the performance management process. This session will show you powerful techniques to drive your organization's performance.
K2's AI: Real Tools, Real Results
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Online
2.00 Credits
Member Price: $89
This session teaches professionals how to move beyond theory & start using AI to work smarter, faster & more accurately. This hands-on session explores how public accounting & industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics & client service. Participants will see real-world examples of automation, gain practical implementation tips & learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity & position your firm or department for success in the AI-driven accounting era.
The Leadership Skills of Tomorrow: Delegate & Listen
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Online
2.00 Credits
Member Price: $89
Mastering two leadership skills will decrease your stress and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Essential Depreciation & Expensing Update
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Online
4.00 Credits
Member Price: $159
This course offers a comprehensive analysis of the evolving rules surrounding depreciation, amortization and property transactions, incorporating the latest inflation adjustments and technical corrections. It offers practical guidance through real-world examples and case studies to clarify complex rules and help professionals stay compliant and informed amid ongoing change.
Forensic Accounting: Court Approved Methods of Proof
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Online
4.00 Credits
Member Price: $149
How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved methods of proof, when to use them and how to calculate the total loss. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
LLC's & S Corporations: a Comparative Analysis
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Online
8.00 Credits
Member Price: $239
This course focuses on the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. Highlights of entity specific tax forms will be discussed, as well as accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning and audit strategies. Schedules K-1, K-2, K-3 and effectively connected income will be reviewed in this course as well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Perplexing Financial & Economic Issues for the CFO/Controller
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Online
8.00 Credits
Member Price: $279
For CFOs and Controllers, the emergence of regulatory, fiscal and monetary policy directly impacting their organizations' costs, competitiveness and financing options, are causing them to understand the effect of shocks well outside of their control. The Dodd-Frank Act, health care reform, shortfalls in Social Security, unfunded pension liabilities and deficit spending will all be explored relative to their impact on the CFO/Controller and your organization.
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
Best Practices: Conducting Meaningful Walkthroughs
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Online
2.00 Credits
Member Price: $89
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client's transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask and documentation requirements of walkthroughs. It will also include real-world examples of the red flags that may arise while executing a walkthrough. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
A Culture of Regulatory Ethics: A Competitive Advantage
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Online
4.00 Credits
Member Price: $149
In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees and the public at large. Using surveys, research, case studies and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA's are in a unique position of trust and how this can put their companies ahead. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
A&A Update for Nonprofits & Single Audit: 2026
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Online
8.00 Credits
Member Price: $239
This course provides a high-level overview of the most important accounting, financial reporting, compliance and audit issues facing nonprofit entities and their accountants. The focus is on explaining the basis behind major issues and trends in executive summary (yet practical) form, enabling professionals to understand the most important aspects of relevant standards and the basis for any potential changes on the horizon. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
