WICPA CPE & Special Event Catalog
Agentic AI for CPAs: Automate Workflows with Intelligence
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Online
2.00 Credits
Member Price: $89
The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a substantial competitive advantage. This course will teach you the fundamentals of agentic AI and how you can put them to work in your firm or business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The One Big Beautiful Bill: 2025 Tax Legislation
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Online
4.00 Credits
Member Price: $149
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
The Three Million Dollar Ribbon
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Online
2.00 Credits
Member Price: $89
Two conmen used lies & falsified documents to convince the State of Tennessee to give them a $3,000,000 economic development grant to create 1,000 jobs by purchasing & rehabilitating a vacant factory in rural Tennessee. Instead, they spent most of the money on an extravagant lifestyle & invested over $1M in a scheme to defraud the U.S. Federal Emergency Management Agency (FEMA) out of over $30,000,000 pursuant to a contract to provide the tarps for areas such as Puerto Rico, affected by hurricanes. This session provides a detailed case study of how the investigators accumulated, organized & analyzed hundreds of documents, identified the falsifications & misrepresentations, conducted multiple interviews & ultimately convicted the conmen. This case study provides multiple takeaways for detecting & investigating grant fraud, which is especially relevant in light of the numerous federal stimulus programs in recent years.
Becoming a Fractional CFO: What to Do & How?
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Online
2.00 Credits
Member Price: $89
Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry - be prepared for this as a possibility. Many fractional CFOs do not execute their practice as they could and that is why they are not very successful. This discussion includes over fifty (50) recommendations to strengthen your fractional CFO practice. What do clients typically need? Are you better as a solo practitioner or should you join a firm? How to manage the relationship(s)? Every effective organizations make plans and if you want a winning fractional CFO business, come join us and learn how. 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 Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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Online
2.00 Credits
Member Price: $99
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who receive stock options are often unaware of their inherent risks. Research has shown that over 76% of employees have never exercised their stock options. Almost half of these individuals (48%), say they held off on selling their options due to fear of making a mistake. This course provides accounting and finance professionals with a broad overview of employee stock options. The webinar is designed to help participants better understand the fundamentals behind these investments and, in turn, better advise their clients.
Surgent's Ethics for Tax Professionals
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Online
2.00 Credits
Member Price: $99
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt about whether this program satisfies your state's ethics requirements. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Taxation of the Mobile Workforce
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Online
2.00 Credits
Member Price: $99
Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area and examine statutes that are still developing. Using real-life examples and discussion, we will examine state laws on reciprocity and residency requirements. We will also look at what to do when state laws are silent or conflict on a particular issue so you can keep your clients in compliance and be well-prepared for the questions that will come your way in these ever-changing times.
Ask Me No Questions & I Will Tell You No Lies
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Online
3.00 Credits
Member Price: $109
As a parent, could you tell when your young children were lying to you? Most of you will say of course I could! How? Was it their words they said or how they acted when they were lying to you? Most of you will say, by the way they acted. We call that body language. Remember, words lie but the body always tells the truth...... without saying a word. At what age does a child learn to lie? When they are about six months old. We teach them & we are really good at it! (We'll talk about it.) As a rule, when an individual tells a lie, they know it's wrong & as result it causes stress. That stress manifests itself in many ways. The individual that is lying wants to get rid of the stress by saying or doing certain things. We call these stress indicators & they can be verbal or nonverbal. It's particularly important to observe what the subject is talking about when the stress indicator appears. If an interviewer is aware of the verbal & nonverbal stress indicators, they can read a person like a book. Remember, words lie but the body always tells the truth. In this session, we will discuss the types of individuals that lie, why they lie & both the verbal & nonverbal indicators of stress. In addition, we will discuss how to get them to tell the truth & make them feel good about it.
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $109
The COVID pandemic changed the way many people worked, yet others have had remote teams for decades & little changed. Many organizations trying to bring people back to the office have experienced significant turnover. Some practices have changed forever while some principles will always remain the same. Keeping your people happy equals keeping your best people. Learn the changes you should make now & the things you should do forever!
The Essential A&A Update With Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This course is essential & designed to assist those who need to remain up to date on recently issued & effective guidance impacting the accounting & auditing of private companies. Learn about the accounting requirements involving crypto assets, income taxes, joint ventures, governmental grants, interim reporting & hedging. Understand the American Institute of Certified Public Accountants' (AICPA) recently issued Statements on Auditing Standards (SASs) & Statements on Standards for Accounting & Review Services (SSARSs).
Disrupt to Dominate: Mastering Change Leadership
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Online
4.00 Credits
Member Price: $149
In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Introduction to Yellow Book: 8-Credit Boot Camp
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Online
8.00 Credits
Member Price: $239
This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excelling at Excel: The Magic of Power Query
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Online
2.00 Credits
Member Price: $89
Elevate your data analysis capabilities with our focused course on Power Query. Tailored for financial professionals, this training will show you how to get started using Power Query & teach you some of the ways to take advantage of its ability to handle messy data & automate repetitive tasks. Harness the efficiency of Power Query to revolutionize the way you work with data. Learn how to "program" your tasks once & set them on repeat, eliminating the need for repetitive, robotic work. This automation not only saves time but also ensures consistency & accuracy in your data processes. Whether you're dealing with complex datasets or simply looking to streamline your reporting processes, this course will equip you with the tools & knowledge to make Excel work for you like never before.
How to Audit: Property, Plant & Equipment
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Online
2.00 Credits
Member Price: $89
Property, Plant, & Equipment is often one of the largest balances on the financial statements. This course will cover the foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance. 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.
New PCAOB Quality Control Standard Overview
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Online
2.00 Credits
Member Price: $89
Due to advances in technology, use of outside resources & more, PCAOB released a new integrated, risk-based standard focused on accountability & continuous improvement for all PCAOB-registered firms. This course will provide an overview of the significant elements & foundational principles of this new standard.
CFO Series: Decision Making in Our Non-linear World
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Online
2.00 Credits
Member Price: $89
We live in a non-linear world that is neither predictable nor stable. Sometimes we may feel that we may just as well 'throw the dice' since making decisions seem like playing an unpredictable game. What we need are better tactics and tools to improve our decision-making process. All decisions are about the future and the future is uncertain. In this seminar we will examine the decision-making process itself to find better ways of managing an uncertain future. We will examine the fundamental concepts that we learned in management accounting and will challenge some of the conventional wisdom and correct some common misconceptions.
Fiduciary Accounting Part III: Special Accounting Elections & Distributions 26-27
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Online
2.00 Credits
Member Price: $99
Trusts are old entities and go as far back as the Crusades when we were an agrarian society and the only asset of any value was the land and what was produced on the land. Therefore, dividing the benefit in a trust between income and principal was logical and worked efficiently for a long time. However, times have significantly changed and trusts are often invested in assets that don't involve land and these assets also have great value. Often, the value lies in their growth rather than their income. New rules have developed in the fiduciary accounting area that provide elections that often result in favorable benefits to the trust and the beneficiaries. This course will explore those elections. Be sure to register for all four parts: Fiduciary Accounting Part I: Fiduciary Duty Basics & Authority Fiduciary Accounting Part II: Tools, Rules and Relationship to Tax Fiduciary Accounting Part III: Special Accounting Elections & Distributions from Entities Fiduciary Accounting Part IIII: The New Frontier (Total Return Trusts)
Fiduciary Accounting & Tax Planning for Estates & Trusts
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Online
4.00 Credits
Member Price: $149
This course will review the fundamentals of fiduciary accounting & provide a reporting guide for determining whether receipts & expenditures are assigned to income or principal/corpus. Critical issues, rules & special opportunities when preparing your clients' Form 1041 U.S. Income Tax Return for Estates & Trusts will be examined, including what is considered taxable income & allowable deductions. Planning & potential pitfalls will also be explored. This course only qualifies for 2 IRS credits. 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
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.