WICPA CPE & Special Event Catalog
Metrics Which Every CFO, Controller & CPA Advisor Should Know
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Online
2.00 Credits
Member Price: $89
Metrics represent a framework of ratios & key performance indicators used to evaluate financial performance & operational effectiveness. In this course, Jeff covers the most common & useful metrics that every CFO, Controller & CPA advisor should understand. The discussion is organized by the type & use of each metric. The course includes practical examples to support understanding & application. Jeff presents the material in an engaging manner to help reinforce key concepts & maintain focus.
Surgent's Data Analytics Toolkit – Tools & Applications
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Online
2.00 Credits
Member Price: $99
There is no shortage of data, but relatively few organizations have an environment and process to isolate, capture, analyze and convert data into actionable information. Too often, we collect as much data as possible, continue to use historic measurements and communicate data using traditional vehicles. Good decisions are not the result of the amount of data gathered, but of the quality and understanding of the information. The goal of this program is to explore a number of analytical tools and techniques and identify applications for them within an organization. Analytical techniques will be introduced throughout the discussion and a significant amount of time will be spent addressing the steps needed to establish a data-driven environment and identifying and discussing potential/specific applications. In this way, participants get experience they can begin to use in their organizations. An expanded list of reference books and next level software is also provided.
Forensic Accounting: Crafting Expert Reports
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Online
4.00 Credits
Member Price: $149
When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics and components of an effective report. 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 Mastering Advanced Excel Functions
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Online
4.00 Credits
Member Price: $149
With approximately 500 functions now available in Excel, some newer & more powerful tools are easily overlooked. But if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel's more advanced features-some new & some legacy-to elevate your productivity to higher levels. In this session, you will learn about many of Excel's newer tools, including XLOOKUP, SUMIFS, SWITCH & STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT & PPMT & how to retrieve summarized data easily using GETPIVOTDATA & CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power & create more accurate forecasts with Excel's FORECAST.ETS function. Regardless of your experience working with Excel, participating in this course will help you work more efficiently & effectively in Excel.
What You Can Learn From the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Real Estate Professionals: Passive Activity, Sec. 199A & Investment Income Tax
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Online
2.00 Credits
Member Price: $89
When do they exist & how to report them? This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples & integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. 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
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.
Ethics & Technology for CPAs
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Online
2.00 Credits
Member Price: $89
Explore the ethical principles included in the Code of Professional Conduct that address the emerging practice issues created by new technologies. Consider how technologies may impact audit quality and the integrity of the financial systems and whether they create a need for CPAs to adjust their skill sets to address those challenges. Look at the potential ethical challenges created by the data related to privacy, security and its application. Discuss the changes being proposed to address emerging ethics challenges. 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.
Mastering Partnership Basis: Inside & Outside Basis
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Online
2.00 Credits
Member Price: $89
This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Revenue Recognition Topic 606 Contract With Customers: Identify the Contract Part II
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Online
1.20 Credits
Member Price: $39
This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes & accounting treatment when a contract does not exist.
Budget Mastery: Walkthroughs & Real World Calculations Towards Tying Budgets To Value
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Online
2.00 Credits
Member Price: $89
This session takes a unique review of the fundamental budget issues faced by all & walks through a detailed modeling process intended to generate discussion & best practices to improve your organization's financial modeling. From the beginning of the accounting process: 'the chart of accounts' to the end of the process: 'the valuation of the company', the budgeting cycle via a live case model to learn best practices common to successful companies. This course stands on its own but is part two of a four part budget mastery series.
ChatGPT & IRS Taxation Law Research
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Online
2.00 Credits
Member Price: $89
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Estimates, Contingencies & Going Concern
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Online
2.00 Credits
Member Price: $89
This course covers a broad range of topics involving uncertainty in accounting & auditing. It addresses accounting standards related to going concern, contingencies, guarantees & credit losses, along with auditing standards applicable to auditing accounting estimates & evaluating going concern. The course provides a practical overview of how these areas are addressed under current standards & how they impact financial reporting & audit procedures. Jeff presents the material in an engaging manner to reinforce key concepts & maintain focus.
K2’s Securing Your Data: Practical Tools For Protecting Information
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Online
4.00 Credits
Member Price: $149
In today's digital landscape, security is non-negotiable. Yesterday's techniques cannot keep up with today's threats. It's time to elevate your knowledge & protect your sensitive data with our comprehensive security program. Join us to discover the latest tools & techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication & more. You'll also learn how to implement a practical, five-step approach to securing your PC & the critical questions to ask your staff to ensure server-based information remains protected. Security failures, such as client or customer data breaches, can be devastating & even drive your company out of business. So, what security tools do you need & how should you use them to safeguard your sensitive data & systems? Can you afford to manage today's threats with outdated techniques? Participate in this valuable session to learn how to identify viable & practical solutions to mitigate today's security threats. Don't miss this opportunity to fortify your defenses & ensure your business's success. Sign up now & take the first step towards a more secure future!
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Online
1.00 Credits
Member Price: $55
Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure and operational efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controller Function: Inventory Part II: Valuation, Inventory Methods & Inventory Fraud
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Online
1.50 Credits
Member Price: $79
This course is one of the courses dedicated to our Controllership Series. This series of courses is dedicated to exploring the traditional controller role & stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we continue our discussion on inventory From segment one. This specific segment focuses on areas of inventory valuation, the types of physical inventory methods & inventory fraud. These areas are critical for the controller to have a strong comprehension of & also participate in the development of policies & procedures.
Corporate Storytelling in Financial Reporting
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Online
1.00 Credits
Member Price: $55
Developments in the Management Commentary and MD&A Narrative reporting is entering a new era-one that moves beyond compliance checklists to focus on cohesive, decision-useful communication. This seminar examines the evolution of corporate narrative reporting through the revised 2025 IFRS Practice Statement 1: Management Commentary and the U.S. GAAP-based MD&A under SEC Regulation S-K, with key comparisons to help practitioners understand how each framework supports investor-focused disclosure. Using real-world examples and excerpts from the actual annual report of an IFRS reporting company, this seminar highlights how the revised Management Commentary guidance aims to improve the quality, relevance and connectivity of narrative insights. Participants will explore its emphasis on strategy, risks, sustainability factors (ESG), key performance indicators (KPIs) and the integration of financial and non-financial information. The session also analyzes the modernization efforts in U.S. MD&A, including principles-based guidance, reduction of boilerplate disclosures and expanded expectations for entity-specific analysis and trend-based insights. Through a comparative approach, participants learn how both frameworks are converging around common principles: enhanced connectivity, balanced presentation, entity-specific content and alignment of strategy, performance, risk and value creation. This practical seminar provides accounting, finance and business professionals with the knowledge needed for better understanding the management commentary and MD&A. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Common Financial Statement Disclosures
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Online
2.00 Credits
Member Price: $89
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Power Skills: Professionalism & Client Interactions
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Online
2.00 Credits
Member Price: $89
Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when communicating with the client and also walk through complicated scenarios to practice what we learn. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Taxation of the Cannabis Industry
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Online
2.00 Credits
Member Price: $89
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements and market trends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
