WICPA CPE & Special Event Catalog
Managing Current Fraud Trends in a Shifting Environment
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Online
8.00 Credits
Member Price: $239
As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. 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 Predicting Future Financial Issues Facing the Financial Executive
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Online
8.00 Credits
Member Price: $279
Our financial and economic series is designed to take key topics for financial executives and explore them in detail such that the CFO/controller/financial executive can take away useful and practical recommendations dealing with the topic at hand. The program explores the current economic trends and analyze their impact on you as the financial executive in areas professional skepticism, medical care costs, social security viability, the dollar as a world currency, the national infrastructure and the "fate of the states" as well as the AICPA's top 10 trends and technologies. Specific recommendations and insights will be offered to you to deal with the challenges.
Surgent's The Complete Guide to Payroll Taxes & 1099 Issues
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Online
8.00 Credits
Member Price: $279
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099 and related compliance issues.
The Best S Corporation, Limited Liability & Partnership Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.
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.
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.
State of Privacy
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Online
1.00 Credits
Member Price: $39
With consumers' growing demand for privacy, it is imperative that enterprises prioritize privacy & provide privacy professionals with the resources they need. This webinar explores the findings of the annual State of Privacy Survey, which surveyed privacy professionals around the world & will cover trends in privacy staffing, budgets, awareness training, breaches & privacy by design. Awareness of trends in these key privacy areas can help attendees reexamine, reevaluate & potentially improve their privacy programs.
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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Online
1.00 Credits
Member Price: $39
This webinar aims to provide HR professionals with a comprehensive understanding of mental illness & depression under the Americans with Disabilities Act (ADA). It will cover key aspects of the law, provide practical advice & address common challenges.
Internal Audit: Keys to Managing an Effective Function
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Online
2.00 Credits
Member Price: $85
The globalization of business, ongoing changes in technology, increased attention of shareholders & stakeholders & the continuing demands of the Audit Committee & senior management require a dynamic framework for managing today's internal audit department. This session, designed by a past Chief Audit Executive with significant exposure to a multitude of industries & internal audit frameworks, explores the key competencies & responsibilities of today's internal audit management & methods for meeting the requirements of the internal audit profession. We will also discuss some of the greatest challenges of the role & how to address those challenges.
Financial Acumen for Today's HR Leader
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Online
2.00 Credits
Member Price: $89
Financial Acumen for the HR Professional is a part of the series "The HR Professional's Guide to Evolving Business Strategy, Finance & Development." This course identifies how HR Professionals can increase their financial understanding to participate more effectively with management as well as understand the financial results & implications for the business.
Accounting for Construction Contractors
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Online
2.00 Credits
Member Price: $89
This course covers authoritative GAAP for construction contractors as addressed in FASB ASC 910 & the AICPA Guide for Construction Contractors. Jeff explains the unique aspects of accounting within the construction industry & how the applicable standards & guidance address those issues. The course includes practical examples to support understanding of key concepts, including revenue recognition & contract-related issues. Jeff presents the material in an engaging manner to help reinforce learning & maintain focus.
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.
Surgent's The AI-augmented Professional: Practical Tools, Real Risks & Immediate Use Cases
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Online
2.00 Credits
Member Price: $99
Artificial Intelligence is no longer a future concept; it is a current necessity. This session provides a practical roadmap for practitioners to leverage AI safely and effectively. We move from a survey of available tools (from free apps to specialized software) to a deep dive into the ethical guardrails required to protect client data and maintain professional standards. Participants will leave with a playbook of real-world use cases that can be implemented immediately.
Surgent's The CMA’s Guide to Project Management
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Online
2.00 Credits
Member Price: $99
A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to their analytical training and knowledge of budgets and controls, they typically have ongoing contacts with other professionals from a variety of backgrounds. Familiar analytical tools/techniques can be applied to managing projects. This brief program is designed to aid both experienced and less experienced participants in increasing their knowledge of and comfort with, the steps and skills needed for success.
Getting On Top of It All: How to Work Smarter, Not Harder: Part I
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Online
4.00 Credits
Member Price: $149
There is always too much to do & too little time to do it all. Fortunately, if you know the right ways to manage people, projects & your time, you can get on top of everything by working smarter. In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do & how to get other people to do some of "your" work by building great relationships.
Auditing Financial Statements of ERISA Plans
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Online
4.00 Credits
Member Price: $139
Conducting a compliant audit. Learn about proper audit procedures to test the line items of the statement of net assets available for benefits, including investments. You'll also cover the audit procedures to test the activity in the statement of changes in net assets available for benefits, including participant testing. Your new knowledge will help you conduct compliant audits of ERISA plan financial statements. Plan investments Gain an understanding of how to differentiate plan investment procedures based on the type of audit and risk assessment. To do this, you'll look at ways to identify the following: Types and classifications of common plan investments The audit procedures required for investment activity, contributions and withdrawals at the participant level Other audit considerations You'll also explore other audit considerations, including: GAAP requirements for presentation and disclosure of employee benefit plan financial statements Procedures to determine the plan's tax status Related parties, parties in interest and prohibited transactions Additional procedures related to Form 5500
Forensic Accounting: Crafting Expert Reports
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Online
4.00 Credits
Member Price: $149
When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics and components of an effective report. 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.
The CPA as Strategic Advisor: Leading the Client Advisory Team
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Online
4.00 Credits
Member Price: $149
This course provides tax & accounting professionals with a framework for serving as the lead advisor in a multidisciplinary planning environment. Participants will explore how to coordinate with attorneys, financial planners, insurance professionals & bankers to deliver integrated planning strategies. The course emphasizes identifying opportunities across estate, financial, retirement & tax planning while managing collaboration & delivering cohesive client solutions.
ACPEN Signature 2026: Governmental Accounting & Auditing Update
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Online
8.00 Credits
Member Price: $250
Stay up-to-date on rapidly changing developments by participating in the 2026 Governmental Accounting & Auditing Update! Take advantage of this opportunity to find out about breaking government issues. This is your opportunity to hear about the latest challenges facing state & local governments & practitioners who work with them & audit them, presented by leading experts on governmental accounting & auditing, both those who work in the trenches & those From the regulatory world. With all of the fiscal, regulatory & new standards challenges facing governments & their auditors, it is important to keep current on critical issues & developments. From a governmental accounting, auditing & compliance perspective, 2026 will be a critical year for addressing the complex federal & local funding & audit challenges as well as focusing on implementing new standards & requirements! Plus, it is imperative that you start planning for the significant changes coming in 2026 & beyond! Exciting new topics this year include focused discussions on addressing the new GASB pronouncement on subsequent events, implementation issues on pronouncements becoming effective on financial model improvements & capital asset disclosures, artificial intelligence & governments & current issues! For Single Audits, the ACPEN panel will cover topics that are relevant to single audits being performed NOW. Following current developments & using the most recent guidance is critical to conducting quality single audits. Hear the details on the latest single audit issues including implementation issues relating to the Uniform Guidance (April 2024 Revision); the most recent OMB Compliance Supplement; significant changes in the AICPA's Audit Guide, Government Accounting Standards & Single Audits; & the latest audit quality findings relating to single audits. It is critical that auditors understand how requirements have changed & be ready to effectively implement them in their single audit engagements. You'll receive an update on the most recent accounting & auditing developments affecting governments & government auditors. This includes Single Audit issues, AICPA & Yellow Book issues, new & recently effective GASB pronouncements, audit issues & a look at what's on the horizon. Join ACPEN's panel of experts as they discuss not only the technical requirements of new standards, but also the key implementation issues that must be addressed by auditors & their governmental clients! Benefit From their experience & insights From many perspectives, as well as their long experience in governmental accounting & auditing.
Implementing & Maintaining an Internal Control System
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Online
8.00 Credits
Member Price: $239
Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.