WICPA CPE & Special Event Catalog
Dashboard & Report Design Principles Using Excel
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Online
4.00 Credits
Member Price: $129
Transform your data presentation skills with our comprehensive course on creating impactful dashboards and reports using Excel. This workshop is tailored for professionals who: Regularly produce or update dashboards and reports Struggle with confusing or overly complex reporting tools Seek to streamline varied reporting styles across their organization Aim to establish a consistent, replicable "house style" for reporting Want to impress stakeholders with clear, user-friendly data presentations Through a combination of theory and hands-on practice, you'll learn the fundamental principles that make reports and dashboards easy to understand. We'll distill these concepts into a set of practical rules and guide you through their application in Excel.
Accommodation Requests: Substance Abuse: Contagious Infections
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Online
1.00 Credits
Member Price: $39
Good judgment works well in handling most employee relations matters. However, there are special situations where legal requirements dictate specific handling to avoid significant personal and employer liability. This course provides practical knowledge and scripts for responding to requests for accommodation regarding religious practices or disabilities, confronting employees in substance-abuse situations and handling disclosures of contagious infections so that individual is properly helped and the health of your workforce is protected.
Maximizing Fringe Benefits: Strategies for Business & Personal Needs for Today & Beyond
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Online
8.00 Credits
Member Price: $245
As tax policies and economic conditions continue to evolve, staying ahead in fringe benefit planning is more essential than ever. This course provides financial professionals with a comprehensive update on fringe benefit strategies, ensuring compliance with evolving regulations while maximizing tax efficiency for businesses and individuals. Participants will explore the latest legislative and regulatory updates impacting employer-sponsored benefits, IRC 132 fringe benefits, cafeteria plans and retirement healthcare strategies. This course also examines ERISA reporting requirements, tax-efficient compensation planning and healthcare benefits, offering practical applications to help practitioners navigate compliance and optimize benefits for their clients. *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 and submit to kori.herrera@acpen.com
How to Make Difficult People Disappear...Without Going to Jail
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Online
1.00 Credits
Member Price: $39
Have you ever found yourself wondering why people won't just listen to you? Or maybe you have found yourself surrounded by people that make your jaw clench...you know the people...the challenging people. HR Professionals walk a tight rope of being strong, but not aggressive, polite, but not a push over. It is exhausting! In this session, you will uncover the secrets to working with (and overcoming) challenging people derived from the decades of experience Summer brings from her time on the frontlines and as an HR Professional working with companies such as Walt Disney World, H-E-B and even a dude ranch.
Budget Mastery: Walkthroughs & Real World Calculations Towards Tying Budgets To Value
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Online
2.00 Credits
Member Price: $79
This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization's financial modeling. From the beginning of the accounting process: `the chart of accounts' to the end of the process: `the valuation of the company', the budgeting cycle via a live case model to learn best practices common to successful companies. This course stands on its own but is part two of a four part budget mastery series.
What's Going on at the GASB
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Online
4.00 Credits
Member Price: $129
The GASB has been working on some big projects lately. This course starts with a look at the GASB standards effective this year, including GASB 94, Public Private Partnerships and GASB 96, Subscription Based IT Arrangements. We will include practical applications in the form of case studies to apply the topics. We will then switch gears to the GASB standards coming down the pike, including the major projects of the GASB.
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' and `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.
Addressing Misconduct
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Online
1.00 Credits
Member Price: $39
The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.
Ethics in the World of AI: An Accountant's Guide to Managing the Risks
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Online
2.00 Credits
Member Price: $125
In this webcast we will discuss the current uses of AI in business, nine risk areas and the provide practical suggestions to address these risks effectively.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Federal Tax Update: Individual & Business Current Developments
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Online
8.00 Credits
Member Price: $300
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day fast-paced update course focusing on the hottest Federal income tax topics affecting individuals, businesses and their owners with an emphasis of newly enacted income tax legislation. **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 and submit to kori.herrera@acpen.com
The ABCs of Advisory Services
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Online
2.00 Credits
Member Price: $79
Over the next decade, the area of "Advisory Services" has the greatest potential for growth in your practice. Complexities within your clients' financial, estate and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.
Ethics for CPAs: The Practical & the Possible
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Online
2.00 Credits
Member Price: $79
Award winning discussion leader, former AICPA Council Member and former state accountancy board member Mark Hugh will review the AICPA Code of Professional Conduct and its interpretations; discuss new developments in regulation at the national and state level; and discuss examples of best practices, case studies and disciplinary actions.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
KPI Bootcamp for Small Businesses
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Online
5.00 Credits
Member Price: $159
Running or advising a small business? The KPI Bootcamp can help you rapidly identify and implement the right KPIs to achieve your or your client's goals. Delivered by Bernie Smith, KPI specialist and seasoned entrepreneur, this course will guide you through selecting a powerful set of measures tailored to your business. The structured approach helps you refine your objectives and choose KPIs that drive growth and profitability. The program includes access to over 400 pre-defined KPIs, each with a clear, jargon-free definition, business benefits, real-world examples and practical implementation tips.
Nonprofit Accounting & Financial Reporting Explained
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Online
8.00 Credits
Member Price: $225
This course provides a high-level overview of the most important issues facing nonprofit entities and their auditors. The focus of this course is on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant professional and regulatory standards related to reliable financial reporting for nonprofit entities.
The Controllership Series: Overhead, Direct & Indirect Costs & Allocation Methods
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Online
1.00 Credits
Member Price: $39
Managing expenses is a key for business success and overhead costs play a pivotal role in realizing favorable profit margins. Almost all companies have some form of overhead consisting of specific categories of indirect expenses. The better organizations are able to manage overhead costs, the more competitive they are in the marketplace. It is incumbent in the Controller's role to effectively manage, monitor and perform ongoing assessment of overhead costs, allocations and rates. Overhead refers to the ongoing business expenses not directly attributed to creating a product or service. A company must pay overhead on an ongoing basis, regardless of how much or how little the company sells. It is important for budgeting purposes but also for determining how much a company must charge for its products or services to make a profit. Overhead can be fixed, variable, or a hybrid of both. There are different categories of overhead, such as administrative overhead, which includes costs related to managing a business. In short, overhead is any expense incurred to support the business while not being directly related to a specific product or service.
How to Get a Better Return on Yellow Book & Single Audits: Avoiding the Most Misapplied Audit Concepts
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Online
8.00 Credits
Member Price: $225
Yellow Book and Single Audit reporting entities have complex and unique financial statement audit, compliance and reporting issues. Deficiencies in these types of audit engagements are common. This course will reduce the likelihood of noncompliance with relevant professional and regulatory auditing and reporting standards.
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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Online
2.00 Credits
Member Price: $79
In this course, we will explore the various types of data: both structured and unstructured: used in conducting fraud risk investigations and proactive monitoring. We will explore the various tools available on the market and techniques to confirm completeness and accuracy of the data before the analysis begins. The course will cover the process for selecting the right data sources to align with the various risks as well as pitfalls to avoid when preparing the data for analysis.
Multistate Taxation: Issues & Planning Opportunities
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Online
8.00 Credits
Member Price: $225
Join our course on Multistate Taxation: Issues and Planning Opportunities designed for financial professionals. Learn about crucial topics like nexus implications, state taxable income calculations and audit defense strategies. Gain practical insights to integrate these considerations into client financial plans effectively. From deciphering complex formulas to understanding state-specific regulations, this course equips you with actionable knowledge to excel in finance. Explore multistate business activities, choice of business entity and interstate commerce clauses. By course completion, you'll be ready to identify common pitfalls, mitigate risks and ensure compliance with multistate taxation. Join us and navigate the complexities of finance confidently. **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 and submit to kori.herrera@acpen.com.
Group Audits: Who is Responsible for What?
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Online
2.00 Credits
Member Price: $79
Financial statement audits often involve audits of components of a larger entity. This course will focus on the responsibilities for both the group auditor and component auditor, including implementation of SAS No. 149 relate to group audits.
A Practitioner's Guide to IRAs & Qualified Retirement Plans
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Online
8.00 Credits
Member Price: $225
Are you ready to expand your practice and offer comprehensive retirement planning services? Look no further! Delve deeper into the realm of IRAs and qualified retirement plans with this comprehensive eight-hour course tailored for financial practitioners. Understanding the intricate tax implications, design options and strategic considerations of these plans is essential for meeting your clients' diverse retirement needs effectively. By the end of the program, practitioners will emerge equipped to confidently advise clients on a myriad of retirement planning strategies, enhancing their expertise and credibility in the field. Explore the intricacies of different IRAs, ranging from traditional to Roth and gain valuable insights into SEPs, qualified plans and contribution plans. Navigate through the complexities of 401(k) plans, including Roth 401(k)s and master the art of seamlessly navigating minimum distribution rules. Through practical highlights, case studies and real-world scenarios, this course empowers practitioners to not only select the optimal retirement plans for their clients' unique financial goals but also to provide personalized retirement solutions tailored to individual needs. Don't miss out on this opportunity to elevate your practice and establish yourself as a trusted advisor in retirement planning. Enroll today and embark on a journey towards maximizing your clients' financial future! **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 and submit to kori.herrera@acpen.com.
