WICPA CPE & Special Event Catalog
Leadershift: Drive Results Through Ethical Performance Mgmnt
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Online
4.00 Credits
Member Price: $149
Do you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results that are repeated year after year. Striking the balance between these two critical aspects does not have to be rocket science. In this power-packed course, the formula to be an Inspirational leader has been masterfully developed and covers the soft skills of Inspirational leadership and the Results Model: Goal Setting + Coaching + Follow Up with proven results from dozens of both large and small companies. These cornerstones are simple but can be hard to execute because it is HOW you do it first, then WHAT you do second. This exciting course is designed to ignite your leadership skills by putting theory into practice; drilling into real live examples and experiencing first-hand what excellence sounds like through role-playing and building your action plan. Get ready to become an inspirational leader and learn the steps required to get the results you really want. 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.
Construction Contractors: Non-Revenue & Non-Lease Accounting Considerations
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Online
4.00 Credits
Member Price: $139
Construction accounting fundamentals. The construction industry stands out in its need to adhere to diverse accounting standards. Essential knowledge and key issues influencing the field are explored as you learn about the overall construction process through the following topics: Industry players Preparing cost estimates and bids Project management Contracts and modifications Unique accounting issues for contractors Various contractor expenses that affect job profitability need to be identified and examined to ensure accurate accounting of a company's total spending and performance. You'll review this concept and other characteristics unique to contractors as you gather critical information and learn the implications for CPAs. Relevant topics include: Contractor financial statements Common disclosures Supplementary information Working with a surety Surety is an integral part of the construction process. You'll take a detailed look at the benchmarks a surety might analyze in a contractor's financial statements as well as the following topics: Types of surety bonds The surety process Surety underwriting considerations Warning signs for the surety
Building Security & Efficiency With Internal Control
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Online
8.00 Credits
Member Price: $239
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider 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.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Online
8.00 Credits
Member Price: $250
This course equips practitioners with the knowledge needed to help clients navigate complex tax & financial challenges. It addresses difficult client situations including divorce, bankruptcy, debt issues & other personal & business matters that create significant tax consequences. The course provides key insights into the tax implications associated with these situations & highlights planning considerations practitioners should evaluate when advising clients. Participants will explore the tax treatment of divorce-related matters, including filing status, support obligations & property division. The course also examines bankruptcy, debt cancellation, business dissolution & other financial hardships that may affect a taxpayer's reporting & obligations. Through practical discussion & analysis, participants will gain strategies to help clients make informed decisions while understanding the related tax implications. 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 10 Must Know Excel Features
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Online
2.00 Credits
Member Price: $89
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Written Information Security Plans
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Online
1.00 Credits
Member Price: $55
This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements and implementation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act and how compliances is enforced through IRS Circular 230, AICPA Statements of Standards, The American Bar Associations and the Federal Trade Commission (FTC). 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 Artificial Intelligence
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Online
1.60 Credits
Member Price: $79
Artificial Intelligence (AI) is reshaping industries, decision-making & everyday life at an unprecedented pace. While its potential for innovation is immense, AI also raises profound ethical challenges around fairness, accountability, transparency & human rights. Bias in algorithms, misuse of personal data, opaque decision-making & the displacement of human judgment underscore the urgent need for ethical frameworks to guide AI development & use.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Monthly Federal Tax Updates: October 2026
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Online
2.00 Credits
Member Price: $89
Seismic changes in tax legislation is currently taking place and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Acquisitions for Business Growth: Strategy, Integration & Due Diligence 26-27
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Online
4.00 Credits
Member Price: $99
Mergers, acquisitions and alliances have been — and will continue to be — major avenues to organizational growth and increased competitive advantage. Yet, despite the great initial promise of many business mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps CFOs, controllers and their advisors identify, negotiate and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.
How Fraud Can Affect Smaller Organizations 26-27
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Online
4.00 Credits
Member Price: $175
Small to medium-sized companies often fail to address fraud-related risks adequately. Often, organizations lack the resources needed to mitigate this risk. In other cases, owners or senior management underestimate the scope of the issue. Regardless of size, all organizations must be aware of the risks associated with intentional fraud. We'll explore why fraud occurs, examining defalcations often used against smaller entities. Then, review measures that organizations can implement to increase security and stop fraud.
K2's Improving Productivity With Microsoft 365 Cloud Tools 26-27
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Online
4.00 Credits
Member Price: $175
Isn't it time you learned how to unlock the full potential of Microsoft 365 and take advantage of critical features available in your Microsoft 365 subscription" In this session, you will learn to use tools such as Teams, Planner, Power Automate and others to enhance productivity and efficiency.
Federal Tax Update: Individuals (Form 1040)
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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 one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities & pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly & have a successful Federal individual income tax filing season. 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
Integrate ChatGPT into Your Client Advisory Services-Updated
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Online
2.00 Credits
Member Price: $89
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $55
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0 and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Sarbanes-Oxley 20 years later: Sourcing Emerging Risks Part II
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Online
1.80 Credits
Member Price: $79
It would be amiss to not recognize that the passage of time has changed our world. Think of various events such as economic change, technological evolution, the pandemic etc. These are just a few of the changes that may have impacted the manner in which we execute some of the processes outlined in the SOX legislation. In this segment we will focus on sourcing of emerging risks by utilizing to COSO principles.
The AB5s of Employees & Independent Contractors
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Online
2.00 Credits
Member Price: $89
This course explores the tests used to determine whether a worker is properly characterized as an employee or an independent contractor for tax purposes, with a focus on the cost of getting it wrong & possible Section 530 relief. The game changing impact of the Dynamex case & AB5 will also be discussed. 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
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.
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions and probe possible weaknesses in criminal tax investigations. 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.
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
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Online
2.00 Credits
Member Price: $89
Some customers are unprofitable From an economic or time perspective: but many organizations do not differentiate or know the difference. When an organization has a unique, well-differentiated service or product, understanding value From the customer's perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what our customers value: From the customer's point of view. What is value? Why do brand, value & customer focus matter? Developing a deep understanding of our customers is vital. Our most important customer might be someone we have not yet recognized. Understanding both external clients & internal stakeholders: including the evolving role of the finance department, is critical to long-term success. Using humorous video clips, memes & vetted research, your understanding of customer bases will improve.