WICPA CPE & Special Event Catalog
Ethics: 10 Crucial Qualities of High Character CPAs
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Online
2.00 Credits
Member Price: $89
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty 2. Accountability 3. Care 4. Courage 5. Fairness 6. Gratitude 7. Humility 8. Loyalty 9. Patience 10. Presence (focus or mindfulness) You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting and much more business. Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting. 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.
HR Investigations: Episode 2: Interview Techniques
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Online
2.00 Credits
Member Price: $79
Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for interviewing to gather accurate information, such as creating and asking open ended questions, effective listening and understanding verbal and non-verbal communication. Attendees will end the session with takeaways to immediately implement in future HR investigations. Two of three Episodes in the series.
Partnership & S Corporations: How to Calculate Basis
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Online
4.00 Credits
Member Price: $149
The IRS has recently increased the pressure on how to calculate & report partner & shareholder basis. Changes in the forms reflect these developments. This program provides a detailed analysis of the calculations related to determining tax basis for a partnership interest & S corporation shareholder shares & loans. How to use the Form 1065, Schedule K-1 & Form 1120S, Schedule K-1 information for basis determination. Illustrated examples with filled in forms will demonstrate how the process works & their many potential pitfalls. 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
Estate & Financial Planning for the Older Client
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Online
8.00 Credits
Member Price: $250
Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate & financial strategies designed specifically for older clients, equipping you with the knowledge & skills to address their unique needs & challenges. Throughout the course, participants will explore a wide range of topics, From understanding the complexities of Medicare & various life insurance types to navigating Social Security considerations & exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing & care alternatives & 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 & support in this important aspect of financial practice. Join us & enhance your knowledge in estate & 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 & submit to kori.herrera@acpen.com
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.
2026/27 Single Audit Update
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Online
1.00 Credits
Member Price: $39
Stay current on significant developments affecting Single Audits with this focused update on recent regulatory & professional guidance. This course reviews the 2024 Uniform Guidance overhaul, including the increase in the Single Audit threshold to $1 million & other changes impacting audit planning & execution. The course also examines Appendix B of the 2025 GAS/Single Audit Guide issued by the AICPA, highlighting updates that affect audit efficiency & compliance considerations. In addition, participants will receive updates on recent guidance issued through Office of Management & Budget (OMB) memoranda, as well as reporting-related changes, including the transition From the Federal Audit Clearinghouse's prior systems to SAM.gov-based reporting. This course is designed to help auditors understand how these developments affect Single Audit requirements & what to watch for as expectations continue to evolve.
The Controllership Series: The Controllers Role in Strategic Thinking & Advising: Part II
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Online
1.20 Credits
Member Price: $39
The strategic controller helps leadership decide what should happen, not just explain what has already been done. The controller often acts as the enterprise translator between strategy, operations & financial outcomes. This can sometimes appear to be accuracy-focused & not necessarily decision useful insight. Controllers must move away From just variance explanation & include performance interpretation. To do this, the controller must understand business models & value drivers, be able to translate strategy into financial growth & align KPIs with strategic priorities. Part of this process includes understanding concepts of root-cause analysis vs. surface-level variance analysis. It also includes understanding correlation vs. causation in financial data. Within this segment we will review all of these concepts & controllers will come away with insightful ideas regarding how to elevate their roles.
K2’s Microsoft Copilot, Including Agentic AI
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Online
2.00 Credits
Member Price: $89
Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. Microsoft Copilot for Accounting & Financial Professionals explores how AI-powered tools in Microsoft 365-like Excel, Outlook & Teams-can streamline workflows, enhance data analysis & improve client service. Learn how to harness Copilot to automate tasks, generate financial insights & collaborate more effectively, while maintaining compliance & data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work & prepare for the future of intelligent accounting.
How to Audit Expenses & Payables
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Online
2.00 Credits
Member Price: $89
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform and also walk through some real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes
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Online
2.00 Credits
Member Price: $89
This session dives into real-world cases of financial fraud, cybercrime & ethics breaches that captivated the business & accounting world. This session analyzes how these crimes unfolded, the warning signs that were missed & the internal control & technology failures that enabled them. Participants will explore modern threats, including AI-enabled deception & learn practical steps to strengthen fraud prevention, data protection & governance. From shocking embezzlements to headline-making cyberattacks, this course turns true stories into powerful lessons for today's accounting & finance professionals.
Viewing A&A Through the Eyes of a Tax Practitioner
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Online
2.00 Credits
Member Price: $89
This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional support within firms that perform tax, accounting solutions, financial statement and consulting services. We also highlight similarities and differences between U.S. GAAP and tax-basis accounting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Avoiding Legal Liability & Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping & Preparing Financial Statements
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Online
4.00 Credits
Member Price: $129
The majority of peer review deficiencies and malpractice claims result from nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns.
Excel Essentials for Today’s Accountant: How To Become an Expert in One Day
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Online
4.00 Credits
Member Price: $149
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods & techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing & reporting information & dive into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets From a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.
Coping With the Growth of Online Fraud
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Online
4.00 Credits
Member Price: $149
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Are Those Independent Contractors Really Independent Contractors?
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Online
1.00 Credits
Member Price: $39
Various legal tests are used to evaluate whether a worker should be classified as an employee or an independent contractor. There is no uniform standard or bright-line rule for determining whether an individual is properly classified as an independent contractor. Instead, the inquiry is always fact-intensive and the analysis can vary based what body is performing it, i.e. the Internal Revenue Service ("IRS"), Department of Labor ("DOL"), various state agencies, or the courts. This presentation will review the various tests and highlight some of the common, most important factors for consideration.
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.
Travel/Entertainment Expenses & Taxes: What You Need to Know for Compliance
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Online
2.00 Credits
Member Price: $89
This program reviews the statutory & regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals & business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. An OBBBA of 2025 update, cases & rulings will also be addressed. 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
K2’s Collaboration: Best Platforms And Practices
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Online
2.00 Credits
Member Price: $89
Collaboration remains one of today's hottest topics. Technology has fueled today's collaboration options & work-from anywhere environments virtually demand collaboration platforms. In this session, you will learn today's best tools & practices to facilitate more effective collaboration in your organization. In this session, you will learn about today's mainstream collaboration platforms & Microsoft 365, Google Workspace & Zoho: & how these options are similar & differ. You will also learn about other collaboration options, including Slack, Zoom & Webex & you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices & procedures that must be in place to optimize your collaborative environments & experiences.
Effective Manager: Traits & Skills
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Online
2.00 Credits
Member Price: $99
Many courses deal with leadership & manager skills. Whether you have held a management position for several years or are just transitioning to a manager role, you will find that becoming/remaining a good manager can often be an art rather than just a technical skill. It can be (and should be) a learning & an ever- evolving process.
Ethical Performance Management
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Online
2.00 Credits
Member Price: $89
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty and trust will be incorporated into this session. 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.