WICPA CPE & Special Event Catalog
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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Online
8.00 Credits
Member Price: $300
This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations & distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships & limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s & how it affects the basis calculations. 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
Executive Presence, Personal Brand: Structure Your Narrative
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Online
1.00 Credits
Member Price: $55
Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition and a concise executive biography. Participants will analyze how credibility is established through clarity, relevance and alignment with audience needs. The course emphasizes service-centered communication rather than self-promotion and provides structured guidance for refining professional messaging in leadership and client-facing contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics in Communicating & Reporting
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Online
1.00 Credits
Member Price: $39
This course on ethics in communication & reporting covers essential topics to ensure integrity & professionalism in our interactions. We begin with the fundamentals of ethical communication, emphasizing the importance of honesty, transparency & respect. We then explore four must-have communication skills crucial for effective & ethical exchanges. The session also provides practical application steps on how to improve these ethical communication skills in daily practice. Finally, we discuss the problems associated with unethical behavior in reporting & communication, highlighting the potential consequences & the importance of maintaining ethical standards to build trust & credibility.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
The Controller Function: Strategic & Annual Planning
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Online
1.20 Credits
Member Price: $39
This course corresponds to our Controllership series. Within this course, we specifically address the Controllers role & pro-active potentials in organization Strategic & Annual Planning. This series of courses is dedicated to exploring the traditional controller role & stepping out of the box to identify areas where the Controller can add strategic value to their organizations. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today's world of acronyms such as CFO, CEO, COO, CAO, etc. the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy & transparency of accounting & financial reporting information. When it comes to the task of strategic planning, many feel this role is primarily the responsibility of the executive team & board. However, in this course, we delve into the various steps of the strategic plan & explore where the Controller can add strategic value through providing functional input & insight. Strategic planning is a process used to identify goals, the strategies necessary to accomplish those goals & the internal performance management system that will be used to monitor & evaluate progress.
2026 AICPA Regulatory Ethics Update: VA-Approved
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Online
2.00 Credits
Member Price: $89
Stay informed-and ahead of the curve-with this VBOA-approved ethics course tailored to meet Virginia's annual ethics requirement while bringing you the latest updates From the AICPA's Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated & PEEC has been especially active with new interpretations, revised guidance & key modernization projects. In this interactive session, we'll unpack the most significant developments shaping the profession today, including new standards on recruiting, CPE programs & tax advisory services. You'll gain practical clarity on how these changes affect both public practitioners & industry professionals. We'll also take a forward look at projects on PEEC's horizon, giving you early insights into wha's coming next-and how to position yourself for compliance success in a rapidly evolving ethical landscape.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
From Numbers to Narrative: Effectively Presenting Your Budget & Reporting
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Online
2.00 Credits
Member Price: $89
Perhaps the most important element of the budget process is its communication. If management does not understand the budget: there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations & will identify key problems in how people often communicate financial plans. Presenting your budget & reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable & educational.
K2’s Excel Tips: Today’s Best Features
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Online
2.00 Credits
Member Price: $89
Wow! So many new Excel features & so little time! Microsoft continues to add tremendous functionality to Excel: the business professional's tool of choice. Yet most Excel users have not discovered these new tools & remain mired in yesterday's practices for working in Excel. In this session, you will learn how to use many of Excel's latest features to work more efficiently & effectively with your spreadsheets. Participate in this session to learn about recently released features such as PIVOTBY, GROUPBY, Office Scripts, integration with Copilot, new ways to share & collaborate in Excel & data entry & formula improvements. If you work with Excel: & who doesn't: this session is necessary to help you improve your efficiency & effectiveness when using Excel.
Accounting for the Gig Economy
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Online
2.00 Credits
Member Price: $89
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
World-Class Cost Accounting: A Practical Application Part I
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Online
4.00 Credits
Member Price: $149
Gain an invaluable skill set to advance your career by learning how to design & apply a comprehensive cost accounting system modeled on a real company. This course shows you how to precisely identify all direct & indirect manufacturing costs for each product, link direct costs to their base drivers & recognize fluctuating variable & semi-fixed costs that are actually direct in nature. You'll also learn how to trace certain fixed costs to products, distinguish which fixed costs are directly assignable & apply budgeting techniques to establish accurate standard costs. It's highly recommended to take Part 1 before Part 2 as several foundational principles in Part 1 carry forward throughout Part 2.
Impact of OBBBA 2025 on the Individual Taxpayer
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Online
6.00 Credits
Member Price: $189
This program covers all of the major individual provisions of the OBBA of 2025 (H.R. 1), including detailed examples of provisions which were extended, made permanent with substantial changes & new for 2025 & beyond. A comprehensive case study will apply many of these provisions to illustrate the impact of these provisions on the individual taxpayer. Other current individual tax issues, including dependent care & student loan reporting, will also be review. 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
Workforce Transformation & Talent Management in 2025
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Online
1.00 Credits
Member Price: $55
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus and People Acceleration. Drawing from success stories in manufacturing, healthcare and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs and building sustainable talent pipelines in an era of technological disruption and demographic shifts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $89
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CPA to CFO: Essential Competencies for Finance Leaders
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Online
1.00 Credits
Member Price: $55
The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Critical Thinking in a Changing World
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Online
1.00 Credits
Member Price: $49
This course will help teams and individuals improve their problem solving and decision making, especially while under pressure. Utilizing proven critical thinking tools and techniques, attendees will learn how to grow their creativity, increase ideas and innovation and strategically solve challenges using a 360-degree perspective. The workshop will also help people deal with change and create change within the organization.
The Controllership Series: The Future Role of the Controller Part II
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Online
1.50 Credits
Member Price: $79
This is a two-part series that discuss new trends & concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership team. The rapid pace of the evolving technological landscape has promoted changes in how accountants & financial professionals focus attention on strategy & modernize their roles to leverage digital technology. There is increased demand for enhancing flexibility into finance cycles & initiating real-time reporting & insights. These are the core attributes that will assist in transforming the work that controllership function performs. Is the financial controllership prepared to meet future business demands? The IMA® (Institute of Management Accountants) & Deloitte's Center for Controllership aimed to better understand the current state of controllership & expectations of future demands for controllers & accounting professionals. They conducted a survey in late 2022 & identified several trends. The survey takes a look at how prepared controllership is to meet future business demands. It also highlights some insights for leaders to consider that may increase their preparedness. It also identified areas of additional insight & questions to answer on the controllership transformation journey. In this segment, we will go through numerous concepts in detail.
Adobe Acrobat Tips for Working with PDF Files
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Online
2.00 Credits
Member Price: $89
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. 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 Coaching Skills for Managers & Supervisors
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Online
4.00 Credits
Member Price: $159
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
Surgent's Guide & Update to Compilations, Reviews & Preparations
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Online
4.00 Credits
Member Price: $159
Specifically designed for preparation, compilation and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-27 by the AICPA's Accounting and Review Services Committee (ARSC). The course also reviews recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation and review engagements.
Surgent's Introduction to Forensic Accounting
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Online
4.00 Credits
Member Price: $159
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services.
Fundamentals of Form 1040: Business
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Online
4.00 Credits
Member Price: $149
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.