WICPA CPE & Special Event Catalog
The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA & Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
The best leaders are always ethical. Every great leader has heart & readily shows that they care. What is the true value of a trustworthy leader? Why do we need trustworthy leaders? How do we examine ethical issues: what is the process? Trust provides a safety net that enables innovation to flourish. Be the best leader you can be by caring about others & remaining ethical. Ethics is fundamentally how we treat others. Do we measure up to that standard?Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Cost & Pricing Models: Boost Your Bottom Line
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Online
2.00 Credits
Member Price: $89
If sales increase, so should profits. Yet, the opposite result often leaves executive's scratching their heads. When organizations work with inferior cost information, they make mistakes in four specific situations. Bad information causes sellers to overprice easy, high-volume work & under-price difficult, low-volume work. This session discusses how to use activity-based costing to build accurate costing models that consider far more than just the labor & materials necessary to provide goods & services.
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.
No Tax on Overtime: Payroll Compliance
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Online
2.00 Credits
Member Price: $89
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules and strategies to avoid common pitfalls in wage and hour audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
IT Controls & SOC Reporting in Financial Audits
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Online
3.00 Credits
Member Price: $109
This course provides a practical understanding of IT controls & SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness & determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas & alignment with Complementary User Entity Controls (CUECs).
Surgent's Required Minimum Distributions: Compliance & Planning
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Online
4.00 Credits
Member Price: $159
Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions.
Managerial Accounting: Your Prescription for Better Decision Making
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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.
Comprehensive Accounting & Financial Reporting Update
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Online
4.00 Credits
Member Price: $149
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Bottom Line on the New Lease Accounting Requirements
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Online
4.00 Credits
Member Price: $139
FASB ASC 842, Leases, explained. Understanding lease fundamentals is essential to applying FASB lease requirements appropriately. As such, you'll delve into key concepts that define what a lease is, as well as basic lease accounting topics, such as: Contracts containing leases Lease classification Amortization of the right-of-use asset Impairment considerations Lease presentation and disclosure requirements Comprehensive examples and case studies will guide you through approaches to help you adopt accounting guidance for FASB ASU 2023-01. You'll also review the presentation and disclosure requirements and other topics, including: Lease versus non-lease components Sales-type lease Direct financing lease Operating lease Lease terminations
GAAP Update 26-27
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Online
8.00 Credits
Member Price: $329
This course is designed to give you a clear and concise understanding of the latest FASB changes that impact nonpublic entities, perfect for professionals who prepare or audit GAAP financials. In the first section, we'll walk through every Accounting Standards Update (ASU) issued in 2023 to 2026 that take effect in 2026 and beyond. We'll focus on explaining what's changed, which topics are affected and the key provisions you need to know about. Additionally, we'll discuss how these updates impact financial reporting and disclosure and, when possible, we'll explore the reasons behind the changes. By the end of this section, you'll be able to identify which ASUs apply to your clients or your own practice and where you may need to dive deeper into further research. In the second section, we'll explore the FASB's technical project and agenda, including a discussion of proposed Accounting Standards Updates that were exposed for public comment in 2025 and 2026. This section will provide you with practical insights to help you navigate the evolving landscape of GAAP and ensure compliance.
Metrics Management: Choose & Use Key Performance Indicators 26-27
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Online
8.00 Credits
Member Price: $329
Financial managers have long struggled to drive results through their financial planning and control processes. This seminar shows how to build a performance management framework, linking the company's high-level strategic objectives to performance metrics at the individual responsibility center level. The result will be an easier to use financial planning process that produces better projections and better control.
Statement of Cash Flows: Preparation & Analysis Workshop 26-27
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Online
8.00 Credits
Member Price: $329
The statement of cash flows is a critical component of a company's set of financial statements. Cover the proper preparation of the statement, including analysis techniques. Learn how financial statements enable CPAs and financial professionals to see a business's cash inflows and outflows relating to operating, investing and financing activities and evaluation of liquidity and quality of earnings. Case studies and sample documentation reinforce significant concepts and help participants apply the analysis techniques discussed.
An Exhaustive Look At Fraud & Ways To Control It
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Online
8.00 Credits
Member Price: $239
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise. 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: Key Issues, Compliance & Tax Strategies: Tax Staff Essentials
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Online
8.00 Credits
Member Price: $319
Explaining the misunderstood. The S corporation form is unique and often misunderstood. You'll learn how to assist your clients with the most misconstrued areas of S corporation taxation and how they can use S status to their advantage. Updated for recent legislation, including H.R. 1 The world of taxation is never static. H.R. 1, commonly referred to as OBBBA and passed in 2025, affected virtually every type of taxpayer, including S corporations. Refreshed materials discuss the H.R. 1 provisions that affect S corporations and their shareholders, including the qualified business income deduction and Section 179 expensing. The course has also been updated for legislative and regulatory developments related to: Inflation Reduction Act SECURE 2.0 SECURE 1.0 Weighing the pros and cons S corporation status doesn't suit every business. Throughout the course, you'll learn when it is advantageous or disadvantageous to be taxed as an S corporation. Making the model work You'll be exposed to methods of effectively communicating with potential business clients and existing shareholders about how you can make the S corporation business model work for them. Part of Tax Staff Essentials Level 1 This self-study online course is part of Tax Staff Essentials Level 1, a comprehensive learning program that provides tax staff with the technical training required to support their teams.
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 CFO Who Went to Prison
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Online
2.00 Credits
Member Price: $89
Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua's story and covers how and why executives with high annual incomes make short-sighted decisions that can cost them their job and freedom. 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.
Understanding Internal Control Constructs
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Online
4.00 Credits
Member Price: $149
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
When You Hear Hoofbeats, It May Be a Zebra
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Online
1.00 Credits
Member Price: $39
Young doctors sometimes arrive at an exotic medical diagnosis (You've got Kuru!), when a more common place explanation is likely (You've got a cold). These diagnoses are known as Zebras & doctors are taught, "When you hear hoofbeats, think of horses not zebras". Sometimes, the patient really has a rare disease & suffers From misdiagnosis & subsequent improper treatment. Similarly, managers, auditors & investigators often see indicators of fraud, but dismiss them because they've been taught or assume based upon experience that it is just a mistake that looks like fraud. This session uses case studies to explore some of the more common symptoms of fraud that are often misdiagnosed.
Section 174: New Rules for R&E & OBBA Update
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Online
1.00 Credits
Member Price: $39
This course introduces the new OBBA standards that redefine how research & experimentation are reported. Participants will learn key regulatory updates, compliance expectations & best practices for aligning research activities with OBBA's principles of transparency, accountability & innovation. 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.
Let's End Business Ethics
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Online
2.00 Credits
Member Price: $89
Most ethics courses focus on unethical individuals & their terrible misdeeds. We don't need another course on lessons From Enron or individuals committing fraud. Most unethical failures result From unethical individuals. Instead, this session will focus on how good people can do better, why there is no such thing as business ethics & why we only need one rule to lead ethical lives.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.