WICPA CPE & Special Event Catalog
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!
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.
Key Tax Issues for Individual Taxpayers
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Online
2.00 Credits
Member Price: $89
This course addresses the most recent legislative developments impacting individual taxpayers, with a focus on important provisions, rules & concepts to apply when preparing client returns. 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.
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.
Hot Topics Accounting Update: 2026
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Online
2.00 Credits
Member Price: $89
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. 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.
Navigating IRS Correspondence: Responding to IRS Letters
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Online
2.00 Credits
Member Price: $89
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. 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 Auditing 401(k) Plans: Critical Issues & Annual Update
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Online
4.00 Credits
Member Price: $159
Due to increasing scrutiny in the employee benefit plan area, it is imperative for auditors of 401(k) plans to remain up to date on the rules and regulations that may impact the audit engagement. In this course, auditors will enhance their knowledge by understanding the changes affecting audit procedures and reporting in accordance with recently issued Statements on Auditing Standards (SASs), identifying best practices and performing efficient audit engagements.
Surgent's Best Practices in Not-for-Profit Accounting & Reporting
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Online
4.00 Credits
Member Price: $159
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 20 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.
The One Big Beautiful Bill: 2025 Tax Legislation
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Online
4.00 Credits
Member Price: $149
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Construction Contractors: Non-Revenue & Non-Lease Accounting Considerations
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Online
4.00 Credits
Member Price: $139
Construction accounting fundamentals. The construction industry stands out in its need to adhere to diverse accounting standards. Essential knowledge and key issues influencing the field are explored as you learn about the overall construction process through the following topics: Industry players Preparing cost estimates and bids Project management Contracts and modifications Unique accounting issues for contractors Various contractor expenses that affect job profitability need to be identified and examined to ensure accurate accounting of a company's total spending and performance. You'll review this concept and other characteristics unique to contractors as you gather critical information and learn the implications for CPAs. Relevant topics include: Contractor financial statements Common disclosures Supplementary information Working with a surety Surety is an integral part of the construction process. You'll take a detailed look at the benchmarks a surety might analyze in a contractor's financial statements as well as the following topics: Types of surety bonds The surety process Surety underwriting considerations Warning signs for the surety
Financial & Tax Accounting for S Corporations & Partnerships
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Online
8.00 Credits
Member Price: $239
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs and S corporations, as well as discuss the tax accounting for these entities. 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.
Internal Control: Testing for Operating Effectiveness
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Online
2.00 Credits
Member Price: $89
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
Member Price: $149
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
It Is Legal, But Is It Really Ethical? featuring Rob Berry & Bob Mims
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Online
1.00 Credits
Member Price: $39
This discussion outlines situations where 'legal' & 'ethical' are not necessarily in alignment. How should you handle these issues? We will detail a better thought process to help you avoid 'crossing the line.'Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
The Controllership Series: The Controller's Role in Debt Management
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Online
1.50 Credits
Member Price: $79
Debt Management: Debt management often involves administering loan agreements & ensuring bank compliance. Compliance: Controllers help ensure compliance with federal & local laws, provisions & financial regulations.
K2’s Eight Awesome PivotTable Features
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Online
2.00 Credits
Member Price: $89
Unlock the full potential of Excel's most powerful feature-PivotTables! While many users rely on them daily, few tap into the advanced capabilities that can transform data into dynamic insights. Join us for an eye-opening session where you'll discover eight game-changing PivotTable techniques that go far beyond the basics. From custom calculations & KPI integration to multi-source consolidation & advanced reporting tricks, we'll show you how to elevate your analytics & impress stakeholders. Whether you're a seasoned Excel user or just getting started, this session will equip you with the tools to turn ordinary PivotTables into extraordinary decision-making engines. Don't just use PivotTables-master them!
Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services
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Online
2.00 Credits
Member Price: $89
This course provides tax & accounting professionals with a comprehensive framework for transitioning From a compliance-driven busy season model to a sustainable, year-round advisory practice. Participants will explore strategies for expanding services into tax, financial & estate planning. The course addresses both transitioning existing clients & attracting new, higher-value clients while improving efficiency, client value & revenue stability.
Introduction to Ethics & Professional Skepticism
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Online
2.00 Credits
Member Price: $89
Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities and rationalizations that lead to instances of fraud. In addition, this class will walk through some interactive examples to illustrate various scenarios of noncompliance during engagements. 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.