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: $449
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.
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $89
By the nature of our work & training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights & ideas which will add to & reinforce what you may already be doing.
The Ethics of Artificial Intelligence ("AI"): The Interaction of AI & Ethics, featuring Tracy Cooper, CPA & Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
Artificial Intelligence ("AI") can do & does amazing things, but there are myriad ethical issues involved with AI. We will discuss the many ethical questions that AI raises & how to prevent them From having an adverse impact. We must be more diligent & aware of the ethical issues. AI has severe ethical pitfalls that we should understand clearly. AI is here to stay & we must understand how to mitigate the ethical issues.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Volume to Value: A New Era of Precision Hiring in Accounting
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Online
1.00 Credits
Member Price: $55
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to "precision hiring" as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact performance-critical thinking, professional communication and AI ethics awareness. The course explains how AI-enabled recruiting tools can support candidate screening, assessment and retention forecasting and why firms that do not modernize their hiring approach may struggle to compete for top talent. Participants will leave with practical approaches to competency-based assessment, ethical guardrails for AI use in hiring and a high-level implementation roadmap with metrics to evaluate quality of hire, performance and retention. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Member Price: $89
Good people believe everyone else is just like them. They cannot imagine someone could con them or their company & have no guilt or remorse about what they have done. Lack of guilt & empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status & sex while leaving a path of shattered expectations, empty wallets & broken hearts in their wake. Learn how to recognize & deal with others who have no conscience.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Corporate Transparency Act Developments
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Online
2.00 Credits
Member Price: $89
U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Everyday Ethics at Work: Don't be the Next News Story!
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Online
2.00 Credits
Member Price: $89
When asked, most people would say they are an ethical person. So why is it that every month there are reports of ethical breaches at major companies? The concept of ethics is easy to understand, easy to talk about, but incredibly hard to implement on a consistent basis. In this course, we will discuss current ethical issues and walk-through a nine-step ethical decision-making model. 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.
Surgent's Current Issues in Accounting & Auditing: An Annual Update
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Online
4.00 Credits
Member Price: $159
Designed for accounting, auditing and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including a discussion of the FASB's Stage 3 PIR report on ASC 606. It also provides an overview of recent PCAOB inspection report findings and SEC rulemaking activity. Through hands-on examples and illustrations, this course will help you apply the guidance in practice. We further discuss other important A&A practice matters to be aware of, including an update on the quality management standards and soon-to-be-effective requirements for engagement quality reviews.
Surgent's Ethical Considerations for the CPA
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Online
4.00 Credits
Member Price: $159
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a history of the CPA profession and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter, particularly those related to objectivity and independence. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED. This course does not qualify for IRS credit. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Managerial Accounting: Your Prescription for Better Decision
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Online
4.00 Credits
Member Price: $149
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Financial Statement Presentation, Disclosure & Analysis
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Online
8.00 Credits
Member Price: $239
This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also explore techniques that will allow participants to perform meaningful financial statement analysis and effectively communicate conclusions to decision-makers and other stakeholders. 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 Individual & Financial-Planning Tax Camp
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Online
8.00 Credits
Member Price: $299
Each year brings its own set of tax planning challenges and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. Please Note: 2026 returns are not covered in this course. They will be covered after their issuance, as part of our spring 2027 course release.
Accounting for the Gig Economy
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Online
2.00 Credits
Member Price: $89
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Controls to Secure the Growing Digital Footprint
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Online
4.00 Credits
Member Price: $149
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they and their companies secure digital information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
A Strategic Approach to Understanding Compensation Structures
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Online
1.50 Credits
Member Price: $79
Understanding the principles & practices of compensation is essential for creating a motivated & satisfied workforce. In this webinar, we'll explore how these crucial elements drive fairness & engagement in HR practices. This program is designed for HR professionals & business leaders seeking to enhance their compensation strategies.
Change Management: Your Leadership Role for Aligning Profits & Culture
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Online
2.00 Credits
Member Price: $89
This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating & leading through organizational change. This advanced program focuses on enhancing agility by providing the tools & techniques necessary to manage & adapt to rapid shifts in the accounting landscape. Participants will explore theoretical frameworks alongside practical strategies that support effective change management for diverse business environments.
Excel Tips & Tricks for the Non-Accountant
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Online
2.00 Credits
Member Price: $89
You don't need an accounting degree to harness the power of Microsoft Excel. This course shows how Excel makes sense beyond dollars & cents. We will focus on fundamental concepts for creating, editing & utilizing Excel content. Participants will learn how to use Excel's menus & other functions to craft Excel workbooks. Because this course is designed for newer users, we intentionally offer a broad overview of Excel's numerous capabilities with in-depth coverage of selected resources tailored for non-accounting applications.
