WICPA CPE & Special Event Catalog
Cash Conversion Cycle: Tool & Techniques
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Online
2.00 Credits
Member Price: $79
How well do you understand your organization's cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs and creates financial flexibility in your organization.
Form 7203: How to Calculate Shareholder Basis
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Online
2.00 Credits
Member Price: $79
Starting with tax year 2021, Form 7203, S Corporation Shareholder Stock and Debt Basis Limitation, may be required to accompany shareholders' Individual Income Tax Returns (Form 1040). This form is essential for reporting a shareholder's outside basis and debt basis to properly apply loss limitations under I.R.C. 461 and at-risk limitations. This course will provide a detailed overview of Form 7203, including its mechanics and strategies for completing it accurately. Additionally, strategies for reconstructing shareholder basis when it has not been maintained in the past will be discussed, helping practitioners handle these scenarios effectively. *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
Responding To Retaliation Concerns & Capturing Key Retaliation Case Metrics
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Online
1.00 Credits
Member Price: $39
Individuals may cite retaliatory concerns when weighing their decision to report an issue; during an investigation; or, after an investigation's conclusion. No matter the timing, when an individual raises a retaliation concern, their claims should be taken seriously and fully reviewed. Does your organization analyze retaliation allegations and investigate outcomes as part of their cultural assessment? Most organizations track retaliation matters at a general, non-specific level. The type of retaliation and the perceived cause of the retaliatory act are not delineated. When a retaliation matter requires investigation, an organization should gather key data points for trending purposes and to fine tune future training and policy initiatives. This course offers recommendations for (1) framing responses to retaliation allegations (2) capturing key data points (3) developing specific metrics for retaliation mattersNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Change Management: Your Leadership Role for Aligning Profits & Culture
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Online
2.00 Credits
Member Price: $79
This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating and leading through organizational change. This advanced program focuses on enhancing agility by providing the tools and techniques necessary to manage and 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.
Defining Lines: Advanced Professional Boundaries
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Online
2.00 Credits
Member Price: $79
This is a specialized course designed for experienced accounting professionals who are looking to strengthen their interpersonal and professional skills in maintaining appropriate boundaries within and beyond the workplace. This course delves deep into the complexities of workplace relationships, personal practices, & ethical dilemmas, providing participants with advanced strategies to effectively manage professional distances and avoid problematic conflicts of all kinds. Through interactive sessions, case studies and expert guidance, attendees will learn how to navigate sensitive situations with tact and integrity, ensuring that their professional conduct remains impeccable and their careers continue to thrive in an increasingly complex business environment.
The Controller Function: Strategic & Annual Planning
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Online
1.20 Credits
Member Price: $39
This course corresponds to our Controllership series. Within this course, we specifically address the Controllers role and pro-active potentials in organization Strategic and Annual Planning. This series of courses is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the Controller can add strategic value to their organizations. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today's world of acronyms such as CFO, CEO, COO, CAO, etc. the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy and transparency of accounting and financial reporting information. When it comes to the task of strategic planning, many feel this role is primarily the responsibility of the executive team and board. However, in this course, we delve into the various steps of the strategic plan and explore where the Controller can add strategic value through providing functional input and insight. Strategic planning is a process used to identify goals, the strategies necessary to accomplish those goals and the internal performance management system that will be used to monitor and evaluate progress.
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.
Making Culture A Competitive Advantage
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Online
1.00 Credits
Member Price: $39
In the world of work today, nothing is more critical than Culture. If people are your competitive advantage, then culture is the best way to help your people realize a great destination. While many leaders and companies talk a lot about culture, few take the time to really plan, build and invest in a great culture. Today, the world of work could not be more challenging and the changes that we are seeing in the workforce, such as the rise of remote workers and increasing turnover, are adding to the complexity. Now more than ever, Culture must become your competitive advantage. In this course, you will learn about the key macro changes in the workforce and what some leading companies and leaders are doing to create amazing cultures and high-performing organizations. From LinkedIn to Patagonia to Eventbrite, you will learn from some top organizations ow they have successfully leveraged culture. You will learn what Culture is and can be and you will learn what culture is not. As you set sail in 2024 and beyond as a leader, you will benefit from this class and learn how to make culture your competitive advantage. Your teacher for the class is Steve Cadigan, whom many credit for being the architect of LinkedIn's world-class and groundbreaking culture.
Current Fraud Trends: Nonprofit & Government Entities
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Online
2.00 Credits
Member Price: $79
Nonprofit entities and governmental entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes.
Annual Update for Governmental Accountants & Auditors 2025
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Online
6.00 Credits
Member Price: $189
This comprehensive course provides the critical updates governmental accountants and auditors need to stay informed. We'll begin with a review of recent GASB standards, including compensated absences, asset disclosures, risk and uncertainty disclosures and financial reporting model improvements. Participants will also gain insights into GASB's current projects, exposure drafts and agenda progress to ensure they are up to date on what's ahead. For auditors, we'll cover key changes to governmental auditing standards, including the 2024 Yellow Book updates, the transition from quality control to quality management and implementation timelines, with early adoption options. Single Audit updates will include the 2024 Uniform Guidance changes, the 2025 Compliance Supplement, GAO reports on improper payments and government fraud, the Financial Data Transparency Act (FDTA) and recent Department of Education guidance on related parties.
Partnership Preparation, Basis Calculations & Distributions: Form 1065 Schedule K & K-1 Analysis
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Online
8.00 Credits
Member Price: $300
This comprehensive training is designed to get the accountant up to speed quickly with partnership and limited liability company (LLC) formation and preparation issues as well as a complete understanding of calculating a partner and LLC member's basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1065 Schedule K and K-1 and how these items affect the partner/member's individual income tax return. **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
AI & You
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Online
1.00 Credits
Member Price: $39
Every organization today is facing an onslaught of pressure to master Artificial Intelligence "AI" strategies across their enterprises. Never before have we witnessed such a steep expectation for how a "technology" can transform a business and never before have we been expected to leverage a technology so quickly and so completely. There is no denying AI presents perhaps the opportunity of a lifetime to transform and improve operations, but to date few plans or roadmaps on how to unlock the promise of AI exist. In this class, Steve Cadigan, a globally renowned future of work expert, will present a practical plan for how you can build your own AI strategy and how you can thrive in the AI revolution. Steve will show present a roadmap of how to build your confidence with AI to address this massive change management challenge.
Spring Tax Update for Individuals With Steve Dilley
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Online
4.00 Credits
Member Price: $129
This program provides an update to the latest tax developments, rules and regulations impacting and individual taxpayers, with a review and integration of 2024/25 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
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.
Tax Power Ethics for Tax Professionals
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Online
2.00 Credits
Member Price: $79
Award winning discussion leader, former state accountancy board chair and lifelong tax practitioner Mark Hugh will review ethics for tax professionals: the AICPA Code of Professional Conduct and interpretations; the Statements on Standards for Tax Services; tax preparer standards in the Internal Revenue Code; the rules for practice with and before the IRS, including IRS Circular 230; new developments; and discuss examples of best practices and case studies.
The Head & Heart of Ethics: Featuring Bob Mims & Don Minges
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Online
1.00 Credits
Member Price: $39
There are multiple facets to ethical choices, including should you use your `head' or your `heart'? What are the pros and the cons? How can we balance these opposing views? This seminar outlines the value of; trust, courage, fairness, sensitivity, persistence, honesty and gracefulness: to help us make better ethical decisions.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Like-Kind Exchanges
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Online
2.20 Credits
Member Price: $79
Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal "shelters" available to those buying and selling real property. We will be covering the basic structure of a LKE and ways a taxpayer can utilize qualified third party intermediaries (QI), tenancy-in-common structures including Delaware Statutory Trusts (DST). We will also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. **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
Are You Ready for Your Peer Review?
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Online
3.00 Credits
Member Price: $109
Be ready for your peer review! The peer review process is an effective way to monitor practice quality, ensuring that your firm meets high standards while protecting the public interest. Gain a better understanding of the overall peer review process and learn how to fully prepare for your triennial review. This webcast will help you: Understand and compare the system and engagement review processes Address recently issued peer review guidance and quality control requirements Learn how both guidance and requirements affect your firm You'll also discover the most common areas of noncompliance with professional standards and how to avoid them well before your review is due. Participants will leave this session with the resources and tools to enhance their firm's peer review quality.
Understand Yours & Other People's Styles: Meet Them in the Middle & Be More Effective in Generating Great Results!
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Online
1.00 Credits
Member Price: $39
Understanding your own and the people style of others whom you are dealing with which can establish rapport more easily, help you become more persuasive and avoid miscommunication with the possibility of rubbing someone the wrong way. In our session, you will gain insights into your people style, ways to improve communication connectivity and how to understand your team's functionality (or more likely dysfunctionality).
Annual Update for Not-for-Profit Accountants & Auditors 2025
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Online
6.00 Credits
Member Price: $189
Stay ahead of the curve with this essential training designed for not-for-profit accountants and auditors. This course provides a comprehensive update on the latest developments impacting nonprofit financial reporting and auditing. On the accounting side, we will review the latest FASB standard-setting activities affecting NFPs, including programmatic investments and their interplay with the CECL standard. Additionally, we will explore the IFR4NPO project, a global initiative aimed at establishing universal financial reporting standards for nonprofits. Transitioning to auditing, this course covers the 2024 Yellow Book updates, the shift from quality control to quality management and key audit matters with early adoption options. We'll also address Single Audit updates, GAO reports on improper payments and fraud, the Financial Data Transparency Act (FDTA) and recent Department of Education guidance on related parties.
