WICPA CPE & Special Event Catalog
Bytes, Bias & Balance: Data Ethics for Savvy Accountants
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Online
2.00 Credits
Member Price: $89
This course explores the transformative role of artificial intelligence (AI) in accounting and auditing, highlighting its vast potential while addressing the associated risks and ethical considerations. Participants will discover how to harness AI tools to enhance efficiency and innovation, while mitigating challenges such as overreliance, data security vulnerabilities and ethical dilemmas. Through case studies and interactive discussions, you'll gain practical skills to navigate AI complexities, ensure trustworthy outputs and uphold ethical standards in today's fast-paced digital environment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Forensic Accounting: Court Approved Methods of Proof
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Online
4.00 Credits
Member Price: $149
How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved methods of proof, when to use them and how to calculate the total loss. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Implementing & Maintaining an Internal Control System
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Online
8.00 Credits
Member Price: $239
Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Member Price: $79
This session describes a state agency's quality review of a not-for-profit organization's A-133 Single Audit. The case study describes the organization audited, its federally- & state-funded programs & the CPA firm retained to do the audit. Various anomalies in the financial statements alerted state officials to potential problems & a detailed quality review followed. Find out how the entity turned hundreds of thousands of dollars in bank overdrafts into hundreds of thousands of dollars of cash on its balance sheet. Explore other "creative" ways to deal with fixed assets, accounts receivable & related-party transactions. Were the auditors just sloppy, ignorant, negligent? Or were they active participants in producing fraudulent financial statements? You be the judge.
Partnership Essentials: Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $89
This course examines the critical issues & special opportunities facing partnerships & their partners, with a focus on reporting tax basis capital accounts. 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
Google Gemini AI for Accountants
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence. 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 Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
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Online
2.00 Credits
Member Price: $99
One of the most difficult things for any Client Advisory Services (CAS) professional to learn is how to communicate financial information to non-financial people. To be successful, it's crucial to master this skill, as we frequently explain accounting jargon to those unfamiliar with the field. In this course, we will explore how to properly communicate with stakeholders, including investors, clients, boards of directors and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world, this course is a must for you.
Surgent's Excel Budgeting Ideas
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Online
2.00 Credits
Member Price: $99
Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.
Surgent's Privacy & Security Training: Obligations of Confidentiality & Safekeeping
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Online
2.00 Credits
Member Price: $99
Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for implementing security policies. It is just as important to be diligent, safe and well-versed in the attacks that we face in our personal lives.
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes & Penalties
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Online
2.00 Credits
Member Price: $99
Required minimum distributions (RMDs) must begin for the year in which the account owner reaches age 72 (older if they were born after 1950). RMDs must also be taken from inherited accounts and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. Failure to comply with the RMD rules will result in the account owner owing the IRS an excess accumulation penalty on any RMD shortfall. Interested parties must understand the compliance requirements that apply to RMDs to be able to assist in ensuring that penalties are avoided. Additionally, the recent changes that affect RMDs must be considered when advising clients about their RMD obligations.
2025 Mid: Year Tax Update: Planning for Individuals
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Online
4.00 Credits
Member Price: $149
The new administration has proposed significant tax policy changes that may impact individual taxpayers & financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, regulatory changes & potential future reforms. Participants will explore the implications of proposed tax cuts, adjustments to Social Security & retirement taxation & potential modifications to deductions & credits. The course also examines ongoing discussions about IRS restructuring & the expansion of tax incentives for American businesses & families. With a focus on practical strategies, this course equips tax professionals with the tools to help clients prepare for these changes before year-end. Whether addressing Form 1040 issues, capital gains planning, or income & estate tax considerations, participants will gain insights to help clients make informed decisions. 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
Habits That May Keep You From Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
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Online
4.00 Credits
Member Price: $149
In this course, we will discuss what derailer habits keep you From achieving your fullest potential & deserving place.
How Recent Auditing Standards Improve Risk-Based Audits
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Online
4.00 Credits
Member Price: $149
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Federal Tax Update: Individuals (Form 1040)
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Online
8.00 Credits
Member Price: $300
With the increasing complexity & ever-changing nature of tax laws & issues, today's accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities & pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly & have a successful Federal individual income tax filing season. 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
Surgent's Audit Skills Training Level II: Preparing for Increasing Responsibilities in Public Accounting
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Online
8.00 Credits
Member Price: $279
As you rapidly gain experience in the auditing profession, the responsibilities of the staff accountant grow exponentially. Progressing from the base-line audit skills covered in Level 1 training that allow a new auditor to perform their roles, Level 2 training covers those skills that are required for experienced staff accountants who need to audit more complex and subjective areas, such as accounts receivable and investments and to plan and appropriately perform sampling and analytical procedures. Redesigned to provide the relevant content to staff accountants when they need it, the Level 2 reviews the underlying accounting concepts of these often-complex areas and, through examples and exercises, discusses the relevant audit procedures required by professional standards. The course is designed to allow the staff auditor to capitalize on their prior experiences and apply them in new areas, as they continue their career advancement. IMPORTANT NOTE: This course takes place over two consecutive days. Registration for both days is required.
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
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.
Corporate Finance Technology Selection: Practical Frameworks
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Online
1.00 Credits
Member Price: $55
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations and AI-enabled tools) can dramatically improve close speed, forecasting and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Common Sense CFO: Crisis Management, Innovation & Other Expectations Put on CFOs
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Online
2.00 Credits
Member Price: $89
The role of today's financial leader, including CFO, transcends traditional financial stewardship; it demands agility, innovation, crisis management & strategic foresight. This seminar will discuss the new, multifaceted skills & insights needed to excel in the dynamic role of modern finance. Through a blend of theory, research & practical exercises, participants will explore the diverse roles of a CFO as innovation champions, technology evangelists, crisis managers & change agents: leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will discuss the essential tools & insights to navigate the newer demands of financial managers with confidence & competence.
Finding Errors in Excel Spreadsheets
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Online
2.00 Credits
Member Price: $89
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.