WICPA CPE & Special Event Catalog
PowerPoint: Tips & Tricks for Today's Accountant
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Online
2.00 Credits
Member Price: $89
PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel & Word in the Microsoft Office suite. You will learn how to create & edit a professional PowerPoint slide deck. This session places particular emphasis on efficiency tips & tricks that will allow you to develop creative, professional visual aids while minimizing time & effort. The course's author will share personal insights he has cultivated throughout more than two decades of public speaking. Although the session will focus on creating & editing slides, we will illustrate best practices for presentation delivery. We will also explain how PowerPoint can be used for purposes other than delivering presentations.
K2’s Excel’s Best New Features
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Online
2.00 Credits
Member Price: $89
With the latest updates in Microsoft 365 & Office 2024, Excel is more powerful than ever. Packed with cutting-edge features, more innovative functions & seamless collaboration tools, the newest version is designed to take your productivity to the next level. Whether you're crunching numbers, building dashboards, or collaborating across teams, these enhancements unlock faster workflows, deeper insights & more thoughtful decision-making. Don't miss your chance to stay ahead of the curve-discover Excel's most exciting new features & learn how to put them to work for you. Your spreadsheet game is about to change-let's make it extraordinary!
Asset Misappropriation You Have It: They Want It
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Online
2.00 Credits
Member Price: $89
Have you ever thought about stealing? If the answer is NO, then you need to find another profession because you will never be a successful fraud examiner/investigator or a financial auditor. To find fraud, you must first determine, given the opportunity through weak internal controls, how a person would steal. You have to say to yourself, given the opportunity that exists, how many ways could I take advantage of it? In other words, you must be able to think how you could steal & not be caught. So yes, to find fraud, you must first think about stealing. For a fraudster to be successful, they must make you think fraud is a legitimate transaction. They must make you think it is something that it is not. There are so many places where fraud can be hidden. It is up to you to evaluate where the risks of fraud are in an organization, then design effective investigative procedures to determine if someone took advantage of the opportunity. If they did not, how else may they have taken advantage of the opportunity? One must remember that one weakness in internal control may create several ways to take advantage of it & you must examine every such one. During this session, the many ways fraud can be hidden in asset misappropriations will be discussed. Remember, the number of ways is only limited by one's imagination.
Current Cybersecurity Risk Management Trends
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Online
2.00 Credits
Member Price: $89
One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends and best practices for managing them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics without Fear for Accounting & Finance Professionals
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Online
2.00 Credits
Member Price: $89
Finance and accounting professionals are on a pedestal and are often held to a higher standard. Keeping your ethical skills sharpened is crucial to reducing your fear and raising your courage as you solve tough decisions in real-time. This fast-paced and interactive presentation will help you practice exactly that. What will you gain? The ability to choose the most effective path in daily situations, so that when a significant crisis hits you are comfortable in your actions. Be ready, be courageous, be fair and be consistent. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
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Online
2.00 Credits
Member Price: $89
This course provides tax & accounting professionals with a focused overview of Trump Accounts & their practical application in client planning. Participants will examine eligibility requirements, contribution rules, tax treatment & reporting considerations. Through practical examples, the course emphasizes evaluating suitability, identifying planning opportunities & avoiding common compliance pitfalls when incorporating Trump Accounts into client strategies. 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
Staff Retention: Attract & Keep the Best People 26-27
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Online
4.00 Credits
Member Price: $99
Does it seem like you spend far too much time recruiting" Do your people leave just as they become productive" If you think your turnover is because Millennials are different from earlier generations, you probably are not looking at the real source of your problem. Learn the changes you should make now!
S Corporation (Form 1120S): Formation to Liquidation
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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 S corporation course focusing on the birth, growth, maturity & death of a closely held S corporation. This case driven course will deal with S corporation income tax laws From formation to liquidation. 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
The Ethics of Care in the Workplace
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Online
2.00 Credits
Member Price: $89
Ethics involve relationship to self, others and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of Care in the workplace with specific emphasis on compassion, accountability and respect. 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.
New PCAOB Quality Control Standard Overview
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Online
2.00 Credits
Member Price: $89
Due to advances in technology, use of outside resources & more, PCAOB released a new integrated, risk-based standard focused on accountability & continuous improvement for all PCAOB-registered firms. This course will provide an overview of the significant elements & foundational principles of this new standard.
Ethics: Giving Thanks: How to Master the Art of Gratitude
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Online
2.00 Credits
Member Price: $89
How grateful are you? In this critically important webinar, we will explore exactly what gratitude is and why it is a crucial component of your work as a CPA. Even if you believe you're already a deeply grateful person, you'll still learn some new strategies for expressing gratitude effectively. Forbes Contributor Bruce Weinstein, The Ethics Guy, will show you how to use LinkedIn in a novel way to say "thank you." You'll also find better and worse ways of letting clients, team members, family members and friends know that you care about them. You'll understand why gratitude is a matter of ethics and not merely etiquette. Finally, you'll discover how to use questions about gratitude in job interviews and performance reviews. Why not hire and promote people who are not only knowledgeable and skilled but also grateful? You will be thankful for having taken this valuable webinar! 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.
Surgent's Artificial Intelligence for Accounting & Finance Professionals
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Online
2.00 Credits
Member Price: $99
Artificial intelligence (AI) is transforming the accounting and finance profession at an unprecedented pace. What began as automation of repetitive tasks has evolved into systems capable of complex data analysis, natural language processing and predictive modeling. Modern AI tools — such as generative AI, machine learning and intelligent automation — are reshaping how professionals audit, forecast, analyze risk and deliver client insights. This course provides accounting and finance professionals with a comprehensive understanding of how AI is reshaping workflows, client services and decision-making. Participants will explore current applications of AI within firms and corporate finance, assess risks and governance considerations and learn strategies for adapting professional roles in an increasingly automated landscape. The program also examines the emerging ethical, regulatory and data privacy challenges associated with AI adoption.
Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements & Employee/Independent Contractor
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Online
2.00 Credits
Member Price: $99
This program covers three topics: the Department of Labor's changes in overtime rules, the Federal Trade Commission's ban on most non-compete agreements and the Department of Labor's new rules relating to differentiating between employees and independent contractors under the Fair Labor Standards Act (FLSA). Any suspensions due to court challenges will be discussed. Understanding these new changes will allow accounting and finance professionals to discuss these important business law changes with their clients.
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
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Online
4.00 Credits
Member Price: $159
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?
Enterprise-Wide Risk Management in Accounting & Finance
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Online
4.00 Credits
Member Price: $149
Organizations are challenged with identifying, evaluating and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
What If Your Client Didn't Take Reasonable Compensation
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Online
1.00 Credits
Member Price: $55
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Introduction to Governmental Budgeting
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Online
2.00 Credits
Member Price: $89
The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we should be monitoring the budget throughout the year and how long-term budgets fit in with the annual budget process. 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 Fraud In Single Audits
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Online
4.00 Credits
Member Price: $159
With all the planning, procedures and reporting involved in a single audit, sometimes things can slip through the cracks. But what if the thing that slips through is fraud? Compiled from news releases, court records and the thrilling annals of the Federal Audit Clearinghouse, this course tells the tale of seven real-world frauds that seemingly dodged detection in the single audit process. Leveraging the incredible gift of hindsight, this course is designed to raise your awareness and sharpen your focus on the potential for fraud in single audits!
Deep Dive Into Common Auditing Deficiencies
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Online
4.00 Credits
Member Price: $149
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices. 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 Reasonable Suspicion
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Online
1.00 Credits
Member Price: $59
Given the opioid epidemic and the legalization of medical and recreational marijuana in a growing number of states, many employers are concerned about the impact drugs and alcohol may be having on the safety and security of their workplaces. Reasonable suspicion testing is among the best ways for employers to identify whether an employee is under the influence of drugs or alcohol while working. This webinar explores what managers and supervisors need to know to implement a Reasonable Suspicion Testing Policy.