WICPA CPE & Special Event Catalog
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.
Allison McLeod's Federal Tax Updates for Individuals: 8 Hour
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Online
8.00 Credits
Member Price: $225
Tax developments have been in the forefront of the news and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications and the latest tax legislation. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. **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.
Beyond the Basics of SSARS & Nonattest Services: Are You Certain You Are in Compliance?
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Online
8.00 Credits
Member Price: $225
Practitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the SSARS preparation of financial statements service and other nonattest engagements.
Employees Today & Tomorrow: The ROI on Your People?
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Online
2.00 Credits
Member Price: $79
Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff?
10 Keys to Outstanding Service & More Referrals
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Online
4.00 Credits
Member Price: $129
In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you'll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Online
1.00 Credits
Member Price: $39
Technical expertise may get you in the door-but emotional intelligence (EQ) is what builds trust, earns loyalty and sustains lasting success. For CPAs, attorneys, financial professionals, bankers and insurance agents, your ability to navigate emotions-your own and others'-is often the difference between a good client interaction and a great one, between a team that functions and a team that thrives. This interactive course goes beyond theory and dives into real-world application. You'll uncover what emotional intelligence really is, why it matters more than ever in today's professional world and how to strengthen your EQ to improve performance, strengthen relationships and manage stress with confidence. You'll walk away with tools you can use immediately to transform how you lead meetings, manage conflict, build client trust and drive results-while also enriching your personal life. Whether you're looking to become a better leader, communicate with more clarity, or create meaningful client connections, this course gives you the insight and strategies to make it happen.
Better Business Writing: Improve Your Speed & Quality
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Online
2.00 Credits
Member Price: $79
Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time and making it far more likely your reader will read and understand your message.
Cryptocurrencies for the CFO: Explaining Blockchain
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Online
2.00 Credits
Member Price: $79
What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do and will continue to, impact our workplace and lives?
The Hardest Ethical Dilemma! Why Revenge Will Always Backfire, featuring Bob Mims & Don Minges
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Online
1.00 Credits
Member Price: $39
We believe in fairness. When others do wrong and their action hurts us: the natural reaction is to fight back and seek retribution. Simple human nature and we are all human. We want fairness and want to fight back, but this is one of the toughest ethical dilemmas we all face. What should we do and what we do are not always the same. What if being nice, or specifically being a positive best version of yourself, makes you a more effective leader? Ethical leadership is effective leadership. That's what Dr. Cohen, noted psychologist, transformational speaker, executive coach and author of Be The Sun, Not The Salt, has been teaching organizations to do for years. Dr. Cohen's work is based on scientific studies of human behavior broken down into simple, easily digestible pillars structured around the Heliotropic Effect. In this webcast we will discuss Dr. Cohen's path to this work, what the Heliotropic Effect is and how Be The Sun, Not The Salt is the perfect reminder to Do More of That every day.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
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Online
2.00 Credits
Member Price: $79
In today's business world, there is a war for talent and organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward and recruit. The GAAP and tax accounting for equity compensation plans is not static and decisions that you make during plan set-up can have major consequences to your organization's bottom line and your management team's personal tax situations. We will review nuances and details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis and detailed accounting for these plans: this session will help you understand the issues and get it right the first time.
Advanced Negotiations: Never Split the Difference
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Online
2.00 Credits
Member Price: $79
Anytime someone says "I want," "I need," or "Will you," you are in a negotiation. For decades, the negotiation techniques described in Getting to Yes by Fisher and Ury of the Harvard Negotiations Project were the world's standard negotiation methods. These techniques involved collaborative methods for discovering how to make the "pie" bigger and then split it. More recent research on human psychology has revealed new methods that will allow you to do even better. Sometimes, you can't settle for getting half of what you want. Sometimes you have to have it all. This session explores negotiating's human side, to give you powerful people skills that will help you get more.
The Ethics of Artificial Intelligence ("AI"): The Interaction of AI & Ethics, featuring Tracy Cooper, CPA & Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
Artificial Intelligence ("AI") can do and does amazing things, but there are myriad ethical issues involved with AI. We will discuss the many ethical questions that AI raises and how to prevent them from having an adverse impact. We must be more diligent and aware of the ethical issues. AI has severe ethical pitfalls that we should understand clearly. AI is here to stay and we must understand how to mitigate the ethical issues.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Member Price: $79
Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA's clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity's environment, the entity's internal controls and assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples and language.
Contract & Procurement Fraud
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Online
2.00 Credits
Member Price: $79
This session will focus on the most common types of fraud in the procurement and contracting arena, with a focus on fraud in construction. The session will examine fraud vulnerabilities in the four key phases of the procurement process: Presolicitation. Negotiation. Performance. Closeout and Claims. Within each phase, "red flags" will be discussed. These are the indicia of possible fraud that managers should be alert for. Also, within each phase, the most common fraud schemes will be highlighted and discussed. Finally, the session will describe the generally accepted safeguards or controls that should be established to prevent the various fraud schemes that can occur. This part of the program will make extensive use of actual fraud case studies designed to demonstrate fraud risks and fraud detection strategies.
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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Online
3.00 Credits
Member Price: $99
When performing a financial statement audit, auditors have always been responsible for the detection of anything that would cause a material misstatement of the financial statements whether caused by error of fraud. However, in the past the audit profession focused on material misstatements due to errors and more or less ignored the possibility of misstatements due to fraud. Now, SAS No. 122, AU 240 requires significant documentation as to what the auditor did in order to determine if there any material risk of a misstatement of the financial statements. This presentation is an overview of what the auditor is to document in there working papers on every financial audit as to the procedures they performed in order to determine the risk of a material misstatement. If a material risk is discovered, they are then required to document what they did in order to determine if the financial statements were misstated.
Consulting Services Secrets
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Online
1.00 Credits
Member Price: $39
Award winning discussion leader Mark Hugh discusses how to create and capture value with consulting services. Whether you want to consult a little or full time, this valuable course reviews identifying a specialty, growing a practice, capturing value, creating deliverables and effective marketplace marketing strategies.
Top Employment Tools to Protect Your Business & Recommend to Business Clients
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Online
1.00 Credits
Member Price: $39
Overview of the most important labor and employment policies and practices that every business should have. The review will go over confidentiality agreements, arbitration agreements, restrictive covenants, training and severance agreements, as well as compliance issues related to each of them.
Let Go & Lead: The Crucial Art of Delegation
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Online
1.00 Credits
Member Price: $75
This session will help you learn the secret to delegation: when to delegate, what to delegate and to whom you should be delegating.
Sampling: Avoiding Common Mistakes on Financial Statement & Compliance Audits
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Online
2.00 Credits
Member Price: $79
Sampling is an important method for determining the extent of testing controls, testing compliance and tests of substantive details. It allows the auditor to apply procedures to less than 100% of the population yet extend results to project likely conclusions about the entire population. This module will describe the proper process for both attribute testing and variable sampling in financial statement and compliance audits.
Preparing & Reviewing Workpapers for Higher Quality Audits
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Online
4.00 Credits
Member Price: $129
This course will focus on preparing financial statement audit documentation critical for high quality audits that can pass peer review.
