WICPA CPE & Special Event Catalog
Considerations of Fraud
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Online
2.00 Credits
Member Price: $89
This course provides an in-depth exploration of AU-C 240, Consideration of Fraud in a Financial Statements Audit. Participants will gain practical insights into identifying, assessing & responding to fraud risks within the context of financial statement audits. Through engaging lectures, real-world examples & case studies, the course examines the nature & characteristics of fraud, including fraudulent financial reporting & misappropriation of assets. It also delves into the auditor's responsibilities under AU-C 240 for planning & performing audits with fraud considerations, techniques for identifying fraud risk factors & assessing risks of material misstatement & methods for designing & implementing effective audit procedures. Additionally, participants will explore best practices for communicating & documenting findings related to potential or identified fraud. Ideal for auditors at all experience levels, this course equips attendees with the knowledge & tools necessary to navigate fraud-related complexities & maintain audit integrity.
Form 706 Preparation Part I: Overview Including Portability 26-27
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Online
2.00 Credits
Member Price: $99
This section of the four-part series will cover basic Form 706 preparation and help participants develop a solid foundation in preparing the federal estate tax return. It will also cover running the engagement, administration issues and completing pages 1-4 of the form, including the portability election. For example, worksheets and practice resources will be provided. Form 706 Series: Part I: Overview Including Portability Part II: Reporting Assets Part III: Reporting Deductions Part IIII: GST Schedule R, Form 8971, Payments & Credits
How to Audit Accounting Estimates
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Online
2.00 Credits
Member Price: $89
When auditing management's accounting estimates, increased professional skepticism is necessary as there is always the potential for bias in areas of increased subjectivity & complexity. This course will demonstrate procedures to test the process used by management to develop estimates, as well as walk through common examples of accounting estimates that are included in the financial statements. It includes the updated requirements in SAS 143. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audits of HUD Assisted Projects 26-27
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Online
6.00 Credits
Member Price: $259
This course is for audit professionals with audit experience with HUD (Housing and Urban Development) assisted projects such as Multifamily Housing projects. The course will include a discussion of the most commonly encountered HUD programs with audit requirements, the audit standards that apply to such audits, a review of the various compliance requirements that are common to HUD programs. We will identify common substantive and control testing audit procedures that apply to audits of multifamily housing projects, and the audit reporting requirements under both the HUD Audit Guide and the Uniform Guidance.
CalCPA Express Federal Tax Update December 2026
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Online
8.00 Credits
Member Price: $329
Fast, focused, and essential. Get the federal tax updates you need for filing season in one efficient course. With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day fast-paced update course focusing on the hottest Federal income tax topics affecting individuals, businesses and their owners with an emphasis of newly enacted income tax legislation. This fast-paced session is a comprehensive review of newly enacted income tax legislation, issuance of income tax regulations, court cases, IRS notices, revenue procedures and private letter rulings affecting individuals and businesses. Each participant will receive a comprehensive manual with the hottest tax topics including Pat Garverick's Quick Reference Chart.
Comprehensive Partnership Taxation Form 1065 26-27
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Online
8.00 Credits
Member Price: $329
Taxation of partnerships continues to become more complex every year. This course highlights the significant areas of concern for tax advisors and their clients in compliance and planning for partnership operations, distributions and transactions. Topics covered include unique and targeted allocations, proper calculation of outside and inside tax basis, tax consequences of distributions, the impact of "hot assets" on distributions, transfer of partnership interests and issuance of partnership interests to service partners. This course will also help you add immediate value to your partnership clients by correctly calculating and reporting critical partnership tax items that generate most IRS audit adjustments.
Passive Activities & Rental Real Estate Income Tax Issues 26-27
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Online
8.00 Credits
Member Price: $329
This comprehensive training is designed to get the accountant up to speed quickly with the complex passive activity loss (PAL) rules that apply to certain investments in trades or businesses and rental activities. The cornerstone of the course is the in-depth coverage of the detailed tax law and regulations applicable to passive activities under IRC §469 and how and when the 3.8% net investment income tax under §1411 applies. Each attendee will receive the most comprehensive passive activity reference manual with numerous practice aids and real-world examples.
Statement of Cash Flows: Preparation & Analysis Workshop 26-27
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Online
8.00 Credits
Member Price: $329
The statement of cash flows is a critical component of a company's set of financial statements. Cover the proper preparation of the statement, including analysis techniques. Learn how financial statements enable CPAs and financial professionals to see a business's cash inflows and outflows relating to operating, investing and financing activities and evaluation of liquidity and quality of earnings. Case studies and sample documentation reinforce significant concepts and help participants apply the analysis techniques discussed.
Retaining Top Talent: Strategies for CPA Firms
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Online
1.00 Credits
Member Price: $55
In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like "pay more, expect less" to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you're a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Analyzing Financial Statements
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Online
2.00 Credits
Member Price: $89
This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. 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 Annual Accounting & Auditing Update
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Online
8.00 Credits
Member Price: $299
Designed as an all-you-need-to-know update for accounting, auditing and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB) and Securities and Exchange Commission (SEC). On the financial accounting front, we will cover the FASB's Post-Implementation Review (PIR) report released in late 2025 for lease accounting under ASC 842 and discuss the best practices in applying the standard and identifying any ongoing issues practitioners are experiencing with applying the standard. We will also discuss the more than a dozen ASUs the FASB has issued since the beginning of 2024 and into 2026 covering government grants, derivatives and financial instruments, practical expedients for credit losses under ASC 326 and expense disaggregation on the income statement. Our focus on AICPA standards includes a detailed discussion of revamped AICPA quality management standards. The AICPA updated and modernized the standards by issuing Statement on Quality Management Standards 1, 2 and 3 (SQMS 1, SQMS 2 and SQMS 3, respectively), SSARS No. 26 and SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards, now effective as of December 15, 2025, modernize quality management standards to reflect an increased focus on risk assessment, technology use and the presence of outside experts on engagements. We will also discuss AICPA's proposed SAS, The Auditor's Responsibilities Relating to Fraud in an Audit of Financial Statements, intended to supersede AU-C section 240. We will also cover new rules impacting public company audits and present case studies on recent fraudulent accounting stories and best practices for detecting and preventing such frauds. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
Excelling at Excel: Tips, Tricks & Updates
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Online
2.00 Credits
Member Price: $89
Unlock the full potential of Excel with our comprehensive training on shortcuts & formulas. This course is designed for CPAs & financial professionals who want to enhance their efficiency & accuracy in Excel. Learn how to navigate & utilize different versions of Excel, discover powerful new functions & master the art of creating effective tables & automations. With practical examples & hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker & more precise. Plus, benefit From insider tips & tricks drawn From the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $89
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative & tax form changes. Emphasis will be placed on partners "tax basis" capital accounts: now required for tax form reporting. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Coursw Materials Tab & submit to kori.herrera@acpen.com
How to Build a Custom AI Chatbot & GPT in Plain English
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Online
2.00 Credits
Member Price: $89
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems and NotebookLM, participants will learn to design, deploy and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Triple Your Memory, Prevent Dementia & Halve Your Stress Part II
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Online
4.00 Credits
Member Price: $149
This is not your average CPE course--Part 2! In this second part course (which is equally fun & engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week & you will learn how to know what is most important to you--so you can be happier & healthier in the long run. Tune in for techniques to relieve stress & tips on incorpating meditation into your daily routine. All of which will help improve your memory & overall mental health & wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.
Individual Tax Update: Key Considerations for 2026
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Online
8.00 Credits
Member Price: $250
Gear up for tax season with Steve Dilley's annual individual tax update! This program provides an update to the latest tax developments, rules & regulations impacting individual taxpayers, with a review & integration of OBBBA 2025 & other recent legislation. 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
From Numbers to Narratives: Mastering Data Analysis for CPAs
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Online
2.00 Credits
Member Price: $89
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight and strategic advisory skills. "From Numbers to Narratives: Mastering Data Analysis for CPAs" explores the "why" behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive. This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications - such as Excel, Power Query, Power BI, OneDrive and Teams - can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
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Online
1.00 Credits
Member Price: $75
In the realm of modern business, the trend of outsourcing functions or activities to third-party service providers is on the rise. While this strategy can enhance efficiency and cost-effectiveness, it also introduces inherent risks that necessitate careful identification, assessment and management. As a result, those utilizing such outsourced services, along with their auditors, increasingly demand comprehensive insights into the effectiveness of controls within these service organizations. To fulfill this need, the AICPA offers a range of SOC (System and Organization Control) for service organizations engagements, providing assurance reports that offer vital information for evaluating and mitigating the risks tied to outsourcing, thereby fostering trust and transparency. This webcast serves as an introduction for CPA firms who are new to SOC for service organizations engagements or as a refresher for those already acquainted. It does not delve into the specifics of conducting a SOC examinations; however, it offers a general understanding of how to start up a SOC practice.
Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $89
Discover critical insights From the latest Department of Labor studies on employee benefit plan audits & tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality & explores the underlying causes of these issues. Through practical strategies, engaging case studies & regulatory guidance, participants will learn how to close gaps in compliance, enhance audit execution & protect plan participants & beneficiaries. Whether you're an experienced auditor or new to benefit plan audits, this course will equip you with the tools needed to elevate audit quality & ensure regulatory compliance.
