WICPA CPE & Special Event Catalog
Retirement Plan Investment Seminar (Free)
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Brookfield
4.00 Credits
Join Spectrum Investment Advisors & WICPA for the 21st Annual Retirement Plan Investment Seminar.Earn four free continuing education credits in this half-day seminar designed for retirement plan professionals. Gain valuable insights into current retirement plan trends, stay ahead with an economic and financial markets review, and enhance your fiduciary oversight with prudent practices for plan committees. What You'll Learn Emerging Retirement Plan Trends – Stay informed on the latest developments Fiduciary Best Practices – Strengthen your oversight strategies Optimizing Retirement Outcomes – Industry trends and policy evolution Effective Committee Strategies – Improve governance and decision-making Market & Economic Outlook – Understand what’s ahead for investments Inspiration & Growth – Gain motivation from a world-class speaker
Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Online
4.00 Credits
Member Price: $199
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand, they need the best skills to motivate, manage, and lead people. Being pigeonholed into one area or another is neither good for career building nor good for the organization. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.
Understanding the Form 990 & Its Preparation Prerequisites
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Online
2.50 Credits
Member Price: $135
Navigate the complex world of Form 990 and discover how its structure, definitions and disclosures shape public perception and regulatory oversight. Gain a clear understanding of the form's core components, the triggers for its schedules and the key terms every preparer must know. Learn how to identify data sources within an organization, manage sensitive disclosures and guide board members in understanding what the completed form communicates. Gain the clarity and confidence needed to complete Form 990 accurately and effectively.
Multistate Tax Trends: Interstate Insights & Regional Perspectives
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Online
4.00 Credits
Member Price: $229
Navigating cross-border business and the resulting tax impacts has never been more complex. Clarify the latest developments for the Midwest with this curated event developed by Midwest state CPA societies. Hear from a panel of tax experts from Indiana, Iowa, Illinois, Michigan, Minnesota, Nebraska, North Dakota and Wisconsin about the latest tax developments impacting multistate taxation. Speakers will walk through what's happening in each state and how those trends impact multistate taxation in the Midwest region. Examine the latest legislative updates and how they'll impact your short-term next steps and long-term planning strategies. This event was developed in partnership with the Indiana, Iowa, Illinois, Michigan, Minnesota, Nebraska, North Dakota and Wisconsin state CPA societies.
Ethics, AI & Music: What Every CPA Must Know
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Online
1.00 Credits
Member Price: $55
You may be surprised to learn how artificial intelligence is transforming the music you love. For example, what happens when AI creates songs based on other people's work without credit or payment? How should musicians disclose the role of AI in their recordings? The challenges that AI poses for music, such as threats to intellectual property, confidentiality, fairness and professional reputations, are also front and center in accounting. This one-hour ethics course invites you to explore one of your favorite subjects outside of work. You'll discover how the five principles of ethical intelligence can help you listen to music in ways you never considered before. You'll also see how these same principles guide you in making the best decisions in your accounting practice. 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.
Common Audit & Financial Reporting Deficiencies in State & Local Governments
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Online
2.00 Credits
Member Price: $79
Common Audit and Financial Reporting Deficiencies in State and Local Governments, is a 2 hour webcast detailing many of the more common mistakes that auditors and accountants are making in either the preparation of their annual financial statements or the audits of such financial statements. Deficiencies in audit standards (AICPA, GAO, Single Audit) and preparation standards (GASB) noted in this webcast are driven by the most recent results found in audit organization peer reviews, workpaper or desk reviews and various organizations checklists for oversight.
S Corporation Essentials: Stock & Loan Basis Reporting
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Online
2.00 Credits
Member Price: $89
This program addresses the critical issues & special opportunities facing S-corporations, with a focus on reporting shareholder basis & distributions. 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 terri.storer@acpen.com
Risk Wrangling: Surviving the Modern Business Rodeo
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Online
2.00 Credits
Member Price: $89
Risk-based factors are becoming exponentially important considerations for accountants in both public practice and industry. We examine the nature of risks for today's enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 and other guidance aimed at risk considerations for professional engagements. Public and private accountants will enhance their capabilities for assessing and addressing risks faced by today's organizations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
S Corporations: Calculating Shareholder Basis
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Online
2.00 Credits
Member Price: $89
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tax Update: "One Big Beautiful Bill"
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Online
2.00 Credits
Member Price: $89
This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Coping With the Growth of Online Fraud
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Online
4.00 Credits
Member Price: $149
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Best Individual Income Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
Get started with Power BI
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Online
2.00 Credits
Member Price: $89
Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service and Power BI Report Server. In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features and its seamless integration with Excel. The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Microsoft Teams for CPAs: Unlocking Its Full Potential
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Online
2.00 Credits
Member Price: $89
Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review and demonstration of the key features of Microsoft Teams that you can harness to optimize the return on your Microsoft 365 investment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Take Command of your Time
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Online
2.00 Credits
Member Price: $89
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Liquidity & Uncertainty Disclosures for Nonprofits
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Online
2.00 Credits
Member Price: $79
The current environment could be having an enormous impact on accounting and financial reporting for all entities, including nonprofits. This course will provide insights into the most critical disclosures related to liquidity, accounting uncertainty and going concern for nonprofits.
Effective Manager: Traits & Skills
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Online
2.00 Credits
Member Price: $99
Many courses deal with leadership & manager skills. Whether you have held a management position for several years or are just transitioning to a manager role, you will find that becoming/remaining a good manager can often be an art rather than just a technical skill. It can be (and should be) a learning & an ever- evolving process.
Ethics: 10 Crucial Qualities of High Character CPAs
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Online
2.00 Credits
Member Price: $89
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty 2. Accountability 3. Care 4. Courage 5. Fairness 6. Gratitude 7. Humility 8. Loyalty 9. Patience 10. Presence (focus or mindfulness) You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting and much more business. Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting. 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.
Al Capone to Cybercrime: The Journey of IRS Special Agents
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Online
4.00 Credits
Member Price: $149
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes and trained and mentored other special agents. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethical Performance Management
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Online
2.00 Credits
Member Price: $89
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty and trust will be incorporated into this session. 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.
