WICPA CPE & Special Event Catalog
Conducting a Remote Audit
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Online
4.00 Credits
Member Price: $225
Review key techniques and best practices for remote audits so you will be prepared for anything the future holds.
Annual Update for Accountants & Auditors 2025
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Online
6.00 Credits
Member Price: $189
While the pace of FASB's standard-setting has slowed in recent years, the standards that have been issued will be impactful for many organizations. This course will begin with a review of standards effective in 2025 for public, private and nonprofit organizations. From there, we'll explore upcoming standards, FASB exposure drafts and ongoing projects to ensure you're prepared for what's next in financial reporting. The second half of the course will shift focus to developments at the AICPA. From quality management to ethics standards and the talent pipeline, there's no shortage of activity. We'll start with a detailed look at the quality management standards effective this year and their impact on firms, including changes to the Peer Review Program. Next, we'll cover essential ethics standards and the latest SSARS updates. We'll also examine common deficiencies in employee benefit plan (EBP) audits and discuss the initiatives of the National Pipeline Advisory Group.
Preparing to be a Forensic Accountant: Focus on Network Forensics
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Online
1.50 Credits
Member Price: $59
Network forensics: defined as the investigation of network traffic patterns and data captured in transit between computing devices: can provide insight into the source and extent of an attack. It is used in forensic accounting and with the expansion of information technology it has become a growing field. Network forensics is a relatively new field of forensic science. Computing has become network centric. Data is now available outside of disk-based digital evidence. Network forensics can be performed as a standalone investigation or alongside a computer forensics analysis. When used alongside a computer forensic analysis it is used to reveal links between digital devices or reconstruct how a crime was committed. Network investigations deal with volatile and dynamic information and is a sub-branch of digital forensics. It relates to the monitoring and analysis of computer network traffic for information gathering, legal evidence, or intrusion detection. This course is a complement to our other courses in the series on becoming a forensic accountant.
Overcome Your Obstacles to Abundance
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Online
4.00 Credits
Member Price: $129
Getting rich requires many things. First, you need to know how to overcome previous limitations you may have had about making a lot of money. Second, you need to know and use the best financial strategies for becoming wealthy--including the latest investment and marketing strategies. And third, you need to be able to enjoy your lifestyle and look at what obstacles get in the way of you being rich and fully contented. By exploring the latest methods for achieving financial and personal success, you'll be able to make a lot more money and have a great time doing it.
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 and accounting treatment when a contract does not exist.
Business Consulting for CPAs
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Online
4.00 Credits
Member Price: $129
Does your firm have interest in expanding its' services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand: where consulting business opportunities exist, what are the firm's professional responsibilities and most importantly how to recognize the needs of the client.
Working Through Grief & Loss: How to Build a Supportive Workplace
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Online
1.00 Credits
Member Price: $39
Now more than ever, navigating loss, grief and crisis in the workplace is a skillset that leaders must possess. Keeping the heart in human resources is so important, especially in this post-pandemic state we are living in. We will explore ways that you can show empathy to your employees while also balancing your business needs.
Creating A Culture of Trust
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Online
1.00 Credits
Member Price: $39
It is the role of a leader to build and maintain a great culture in the organization. The culture is the driving force that shapes the attitudes and behaviors of everyone in the organization. A relationship driven organization is built on trust and is the most effective way to improve productivity, engagement and the bottom line. Understand the components that enable trust to be created and maintained throughout teams and organizations.
Estate & Financial Planning for the Older Client
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Online
8.00 Credits
Member Price: $225
Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate and financial strategies designed specifically for older clients, equipping you with the knowledge and skills to address their unique needs and challenges. Throughout the course, participants will explore a wide range of topics, from understanding the complexities of Medicare and various life insurance types to navigating Social Security considerations and exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing and care alternatives and address gifting complexities relevant to older clients. By the end of the program, you'll develop expertise in executing specialized planning requirements for mature clients, ensuring you're well-prepared to provide informed counsel and support in this important aspect of financial practice. Join us and enhance your knowledge in estate and financial planning for the older client today. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com
Business Intelligence (BI) & Business Analytics (BA)
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Online
2.00 Credits
Member Price: $79
Volatility and complexity are the new normal. Most organizations are drowning in data, but starving for information. The finance and accounting function has the opportunity to leverage Big Data and the continuum of analytics: descriptive, diagnostic, predictive and prescriptive. All are useful for better decision making. Collecting, validating and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In some ways the finance function is many years behind other disciplines such as marketing, sales and supply chain managers, in applying analytics. How can the CFO's function catch up?
Revenue Recognition: Topic 606 Overview
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Online
1.50 Credits
Member Price: $59
This session is the beginning in a series on the new revenue recognition standard. The standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. This course is designed to provide an overview of the technical guidance and outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step and then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step and provide example and scenarios that should be considered to properly apply the step.
Cash Conversion Cycle: Tool & Techniques
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Online
2.00 Credits
Member Price: $79
How well do you understand your organization's cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs and creates financial flexibility in your organization.
Responding To Retaliation Concerns & Capturing Key Retaliation Case Metrics
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Online
1.00 Credits
Member Price: $39
Individuals may cite retaliatory concerns when weighing their decision to report an issue; during an investigation; or, after an investigation's conclusion. No matter the timing, when an individual raises a retaliation concern, their claims should be taken seriously and fully reviewed. Does your organization analyze retaliation allegations and investigate outcomes as part of their cultural assessment? Most organizations track retaliation matters at a general, non-specific level. The type of retaliation and the perceived cause of the retaliatory act are not delineated. When a retaliation matter requires investigation, an organization should gather key data points for trending purposes and to fine tune future training and policy initiatives. This course offers recommendations for (1) framing responses to retaliation allegations (2) capturing key data points (3) developing specific metrics for retaliation mattersNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
What Is Your Brand Reputation?
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Online
1.00 Credits
Member Price: $39
What do people say about you when you leave the room? Is it what you want them to say? How you show up in the room, get listened to, build trust and are known amongst your colleagues are all critical components of your future success. In this workshop Michelle Tillis Lederman, CEO and Founder of Executive Essentials, will discuss how to determine you brand attributes, demonstrate the nuances of body language on your professional presence and discuss how to strengthen trust and the lasting impressions you make on your network, expanding upon lessons from her books The Connectors; Advantage and The 11 Laws of Likability.
Enact Retaliation Abatement & Monitoring Measures
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Online
1.00 Credits
Member Price: $39
Once an employee decides to report an issue, the risk for retaliation must be minimized. Metrics matter. As such, capturing and reviewing employee data for indicators of possible retaliation are key to protecting those who report. The more subtle forms of retaliation, though, require a focused communication plan to address. This course offers recommendations for implementing specific retaliation monitoring protocols.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Revenue Recognition Topic 606: Identify Performance Obligations Part II
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Online
1.40 Credits
Member Price: $39
Properly identifying performance obligations is a critical step in the five-step revenue recognition model. It is a step that must be completed at the inception of the contract and prior to moving on to step three of the model. As discussed in segment one on performance obligations, there are many types and variations of obligations and as such, management will be required to utilize significant judgment when applying this step. However, it is important that the judgment be supported by considerations of the proper factors. The course further evaluates areas that impact performance obligations. We utilize multiple examples from various industries to illustrate the considerations that must be evaluated in line with both identifying performance obligations and allocating the transaction price appropriately.
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.
Listen to Lead: The HR Champion's Guide to Building an Employee Listening Strategy
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Online
1.00 Credits
Member Price: $39
When it comes to assessing your organization's employee experience, it's no longer enough to administer an annual survey and call it a day. Rather to engage and retain today's talent, it's all about an integrated, strategic approach to employee listening woven throughout the entire employee lifecycle. While this thought can overwhelm many HR professionals, the good news is that this is an area where you can start to see big ROI in a short period of time. In this session, we'll break down where to start, steps to improve your existing efforts and strategies you can use to move the needle in your organization and drive HR and business success.
Communicating in a Virtual & Live Environment: Numbers Matter But So Do Words
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Online
2.00 Credits
Member Price: $79
People fear presenting more than they do "death". Communicating numbers is a scary proposition to overcome for both the presenter and the recipients. This course is designed to enhance the communication skills of CPAs and CFOs by emphasizing the importance of understanding and mastering the facts before delivering any presentation, understand the key elements of presenting a narrative and provide examples to engage live and virtual teams in effective numbers presenting. The goal is to equip financial professionals with the tools needed to overcome fears and provide the best practices research on all types of presentations-from communicating complex financial information effectively to conducting a casual virtual meeting. This is a fun session intended to be interactive with participation either live, virtual or both.
Leaders Eat Last. Why? 1 Hour Session
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Online
1.00 Credits
Member Price: $39
Trust is essential, because without trust, there can be no teamwork. Trust is like oxygen, when it is gone: we suffocate. This session provides a 15-step action plan to gain commitment from your team members, build trust, hold each person accountable and create results for your organization.
