WICPA CPE & Special Event Catalog
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers
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Online
1.00 Credits
Member Price: $39
For HR and Business professionals, navigating the intricate dynamics of executive decision-making can often be a daunting task. Despite the meticulous hours invested in research, strategy formulation and planning, the true challenge often lies in effectively communicating and gaining acceptance for these transformative ideas. A key aspect of this is the art of persuasion, ensuring that the merits of our proposals are not just understood but wholeheartedly embraced by decision-makers. This session is designed to empower leaders with the tools and insights needed to craft persuasive pitches, build a robust business case and confidently communicate the ROI of their initiatives. Moreover, attendees will gain insights into the common pitfalls that can hinder their pitches and learn techniques to address objections frequently raised by executive leadership.
The Controllership Series: Addressing Budgeting Uncertainty
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Online
1.00 Credits
Member Price: $39
With new accounting standards, the economic landscape and evolving technology, accounting, financial reporting and finance continue to grow in complexity. FASB has tried to address the growing complexity, by working towards making GAAP less convoluted. The struggle to stay on top of accounting financial reporting requirements and finance changes due to the economy continues for several reasons. Lack of in-house SMEs, managing high volumes of transactions and data and evolving information technology systems. In the future, executives must consider the challenges they will face in future years that will bring their own nuances and complexities. Budgeting is certainly one of those processes that must be evaluated and re-evaluated for efficiency. This session delves into the corporate budgeting process and discusses methods used and which methods may or may not allow for the organization's to properly plan for a volatile future.
Design Flexible Work Options To Attract & Retain Your Workforce
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Online
1.00 Credits
Member Price: $39
With increasing competition for finding the best qualified candidates and retaining today's workforce, it's more important than ever to consider flexible work options in the workplace. We will review the most popular flexible work options your company could consider implementing: telecommuting, compressed work weeks, flexible hours, phased return from leave of absence, job sharing, early release days and more! We'll discuss the benefits of this talent management strategy, including increased productivity, decreased costs, better work-life "integration" and increased employee engagement and satisfaction. You'll learn how to propose flexible scheduling to your executive team, including how to logistically roll out this program. Whether you're in a manufacturing plant, corporate headquarters, or retail industry, you can apply any of these flexible work options to your organization.
Financial Acumen for Today's HR Leader
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Online
2.00 Credits
Member Price: $39
Financial Acumen for the HR Professional is a part of the series "The HR Professional's Guide to Evolving Business Strategy, Finance and Development." This course identifies how HR Professionals can increase their financial understanding to participate more effectively with management as well as understand the financial results and implications for the business.
Written Information Security Plans
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Online
1.00 Credits
Member Price: $39
This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements and implementation. Starting with the 2024 PTIN renewal season, all PTIN holders must certify they have a WISP and have trained employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act and how compliance is enforced through Circular 230, AICPA Statements of Standards and Federal Trade Commission (FTC) regulations. Attendees will gain practical guidance on writing an effective WISP and ensuring compliance with due diligence standards for data security.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
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.
Mergers & Acquisitions: Complete Guide to Relevant Issues
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Online
2.00 Credits
Member Price: $79
Arthur Werner will provide financial professionals with the information their teams will need to successfully plan and execute mergers and acquisitions. For major topics covered, see below. This course may be customized or tailored based on the needs of your organization. *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
The Original Secure Act & Secure Act 2.0 Retirement Planning Strategies
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Online
4.00 Credits
Member Price: $129
Congress was EXTREMELY busy. There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master. This course will provide the participants with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients' retirement planning needs. **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 it to kori.herrera@acpen.com.
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.
CFO Series: Accounting in the Age of AI: What to Know
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Online
2.00 Credits
Member Price: $89
Artificial intelligence is showing up everywhere, from "autonomous" general ledgers to AI-powered fraud detection and tax research agents. But for many leaders, these tools are either misunderstood or overhyped. Staff are concerned about being replaced. Managers are concerned about the use of AI causing chaos. This seminar gives CFOs, controllers, and tax professionals a grounded look at how AI is impacting real-world accounting departments. We'll explore how these tools work, what they can (and can't) do, and what finance leaders should be doing now to prepare their teams and processes for the changes that will happen.
Powerful Public Speaking
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Online
1.50 Credits
Member Price: $39
How you say what you say is more important than what you say. According to a UCLA study, 93% of a communicators effectiveness is based on non-verbal cues. This foundational program include a focus on the verbal, vocal and visual delivery techniques appropriate for the business environment, which can improve a speakers credibility, influence and impact. Depending on the course length other topics include; managing fear, organizing your presentation, increasing attention and interaction, handling questions, infusing humor, creating impactful visuals and more.
The Motives & Mystery of Ethics-Understanding the Why
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Online
2.00 Credits
Member Price: $79
Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the "why" behind ethics. This session will examine and define what ethics is and what it means to varying people in the workplace. Understanding what motivates people and understanding those people are key to both solving ethical dilemmas and workplace issues that can lead to greater job satisfaction and efficiency. To correct an issue, you need to delve into the root cause: the why?Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Advanced Cost Accounting: Eliminate Calculation Distortions
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Online
2.00 Credits
Member Price: $79
Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products and too little cost to difficult, low-volume "dog" jobs, putting an organization with inferior information at a significant competitive disadvantage. The secret to being the "smart competitor" is learning how to deal with overhead. This session will show you how to assign 16 key overhead categories. Whether you work in a wholesale, retail, healthcare, service or manufacturing business, you will find this session invaluable. Get your cost right and you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself.
Ethical Leadership: Power, Influence, Integrity & Trust
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Online
2.00 Credits
Member Price: $79
Leaders naturally wield power and influence. But, to avoid the temptation of abusing power, leaders must apply ethical behaviors for themselves and others. Words, actions and deeds which demonstrate integrity and trust yield the credibility that make others want to follow ethical leaders. Betraying trust can destroy careers, whole organizations and lives. This is why trust is a top prerequisite for principled and ethical leadership. Positive (and negative) influence is derived from the credibility trust brings. Ethical leaders who continually work to earn and keep trust reap enormous payback in all aspects of business including superior economic, competitive and strategic performance.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Online
1.00 Credits
Member Price: $39
Appreciation isn't a soft skill-it's a strategic advantage. In today's competitive professional landscape, your ability to express appreciation effectively can be the difference between retaining top talent, building strong client relationships and creating a thriving team culture-or not. This course introduces a powerful, research-backed framework for understanding how appreciation works-and how to use it to fuel performance, loyalty and engagement across your firm, practice, or department. Based on the work of Dr. Gary Chapman and Dr. Paul White, you'll explore the four core "languages of appreciation" and learn how to recognize and use them in a way that resonates with clients, colleagues and team members. The truth is, everyone wants to feel valued-but not everyone receives appreciation the same way. In this hands-on session, you'll discover your own appreciation style, learn to spot others' and develop practical tools to build a more energized, connected and committed workplace.
Controller Series: Technology: Must Have Excel Competencies
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Online
1.00 Credits
Member Price: $75
This session will cover what the accountants of today should know about Excel to improve their efficiency, access data and gain insights into the company, industry and economy.
HR's Role in Business Evolution: Strategy, Finance & Growth
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Online
2.00 Credits
Member Price: $39
This course is tailored for business leaders and HR professionals who want to enhance their strategic management skills and create actionable plans for success. You'll learn the overall strategic management process, how to develop both simplified and detailed business and strategic plans and the crucial role of corporate culture, leadership and staff development in driving or hindering strategic outcomes. Additionally, you'll explore how to leverage ChatGPT (Generative AI) as a powerful tool to improve your performance as a key business partner to the management team, helping you make data-driven decisions and enhance organizational effectiveness.
Addressing Misconduct
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Online
1.00 Credits
Member Price: $39
The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.
The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders & CFOs
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Online
2.00 Credits
Member Price: $79
In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.
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.
