WICPA CPE & Special Event Catalog
Agentic AI for CPAs: Automate Workflows With Intelligence 26-27
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Online
2.00 Credits
Member Price: $99
The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a substantial competitive advantage. This course will teach you the fundamentals of agentic AI and how you can put them to work in your firm or business.
Advanced Excel for Staff: Build Reports & Analyze Data
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Online
2.00 Credits
Member Price: $89
Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize and structure data, apply calculations to derive key metrics and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2026/27 Not-for-Profit GAAP Update
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Online
1.00 Credits
Member Price: $55
Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. Participants will gain perspective on the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. This course is designed to help practitioners, financial leaders and auditors of not-for-profit organizations understand both current GAAP requirements and emerging global developments shaping the future of nonprofit financial reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Internal Control Fundamentals
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Online
2.00 Credits
Member Price: $89
AU-C Section 315 requires the auditor to gain an understanding of the entity & its environment & the entity's internal controls in order to design appropriate audit procedures. This course will review the key requirements of COSO which is one of the most widely used internal control frameworks. We'll also review the limitations of internal controls. Additionally, this course will introduce the risk assessment process & the various audit procedures to evaluate controls & to determine whether to test the operating effectiveness of controls.
Listening to the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
This course will allow you to get reacquainted with the statement of cash flows. We will refresher your skills regarding both the preparation & utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows & insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements.
The Preparation of Form 709: Line-by-Line
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Online
2.00 Credits
Member Price: $89
Gift taxation is a critical component of estate planning & Form 709 serves as the key reporting tool. This course provides a comprehensive line-by-line guide to preparing Form 709, ensuring accuracy & compliance. Participants will learn how to determine taxable gifts, apply exclusions & utilize available deductions. Special attention will be given to valuation techniques, gift-splitting & generation-skipping transfer tax (GSTT) considerations. Additionally, this course will examine any new legislative changes From the current administration & how they may impact gift tax planning & reporting. 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
Ethical Performance Management
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Online
2.00 Credits
Member Price: $89
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty and trust will be incorporated into this session. 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.
K2's Advanced Topics In Power BI 26-27
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Online
2.00 Credits
Member Price: $99
If you're ready to move past Power BI's fundamentals, participate in this session to learn how to create user-defined calculations, manage security options, publish reports and dashboards to apps and add Key Performance Indicators, among other items.
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 Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement & Motivation
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Online
2.00 Credits
Member Price: $99
Effective teamwork pays its own way by creating greater productivity and profitability in any accounting organization. A team of people working cooperatively can produce more than the sum of individual members working alone. One good idea stimulates another — but only if the team members are engaged and motivated to do so. Teamwork is inhibited in today's high-stress and changing accounting regulatory environment. Integrated into this informative yet pragmatic seminar are tried-and-true motivational principles for the realities of today's changing accounting workplace. It's not easy, but it can be done. You will learn how to form, motivate, steer and get greater results from all team members by understanding what makes them tick and strategizing approaches to engage all team members.
Business Transformation: Critical Skills for CFOs & Controllers
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Online
4.00 Credits
Member Price: $139
Mastering business transformation with key skills and strategies relevant to modern businesses. You'll learn tools that will help you manage day-to-day business operations as well as manage changes, including: Budgeting and forecasting approaches Strategic planning and risk management frameworks Technologies that can improve productivity. Optimizing your business model and identify value drivers You'll also understand how to identify and innovate your business model and how to incorporate intangible value drivers into your capital asset strategy by Using hands-on strategies to define your business model and capital structure Learning techniques and models that will guide business model innovation Understanding the role of technology in innovation Leading your team effectively and ethically Additionally, you'll evaluate how to build a successful team and maintain an ethical tone at the top by discovering how to: Attract and retain top talent Adapt leadership styles to different situations Formulate strategies that promote an ethical culture
Complete Guide to Analyze Data with Excel PivotTables
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Online
4.00 Credits
Member Price: $149
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data and make informed decisions. The program includes a step-by-step approach to creating and customizing PivotTables, focusing on how to use them to analyze data efficiently. Participants will learn how to group and filter data, identify trends and apply advanced features to solve real-world business challenges. Beyond technical knowledge, this course introduces data visualization through PivotCharts, teaching participants how to present their analysis effectively to stakeholders. By the end of the course, you'll not only master PivotTable fundamentals but also gain advanced techniques to streamline data analysis and support strategic decision-making in any context. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Building a Roadmap to Your AI-Enabled Finance Function
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Online
1.50 Credits
Member Price: $69
Many finance leaders are aware of the disruptive potential of AI and emerging technologies, but knowing how to take the first step can be a challenge. This highly practical session is designed to bridge that gap. You'll define a clear vision for your finance function, assess current capabilities, uncover key transformation opportunities and build a tailored, actionable roadmap to drive meaningful progress within your organization.
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.
Surgent's Successful Communication
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Online
4.00 Credits
Member Price: $159
Technology has created numerous ways for us to communicate with each other - but it's also increased the number of ways in which the message can get garbled. Effective communications skills are crucial to successful management. Learn how to control your message with clear communications strategies. You'll learn to recognize communication barriers, assess styles and behaviors and learn how to listen more effectively as well.
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.
SECURE Act 2.0: What You Need to Know
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Online
1.00 Credits
Member Price: $39
Signed by President Biden on December 29, 2022 as part of the Consolidation Appropriations Act, this program provides an explanation of the Secure Act 2.0 provisions impacting individuals & business taxpayers. Learn what you need to know for this filing season & how to plan for future years for your 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 & submit to kori.herrera@acpen.com.
Bears Will Be Bears: Fraudsters Too
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Online
2.00 Credits
Member Price: $89
Bears are intelligent & motivated to find food. When I left some fried chicken in my Jeep while in Gatlinburg, a bear tore a hole in the top & ate the chicken & part of my Jeep. He was just a bear being a bear. I'm responsible because I left the chicken in the Jeep & gave him the opportunity. Similarly, people are intelligent & motivated to survive. If we give them opportunity by not implementing good internal controls, they will take our assets. This session reviews the investigation & prosecution of the former director of a conference center who took advantage of lax internal controls of a joint-venture & stole thousands. She was just a fraudster being a fraudster.
Fraud Busters: Controls to Prevent & Detect Fraud
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Online
2.00 Credits
Member Price: $89
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. 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 Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance & Remote Work Security
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Online
2.00 Credits
Member Price: $119
Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case studies and practical strategies, participants will learn how to recognize and mitigate cyber threats, evaluate cyber insurance policies and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards.
