WICPA CPE & Special Event Catalog
Independence for Auditors: AICPA, PCAOB, GAO & DOL
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Online
4.00 Credits
Member Price: $129
This course will look at the various rules related to Independence and compare and contrast the requirements. This overview course will help auditors understand the nuances of independence and ensure they meet the requirements to perform attest services for their clients. We will review the requirements for the AICPA, GAO, DOL and PCAOB.
Fiduciary Accounting for Estates & Trusts
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Online
4.00 Credits
Member Price: $149
Financial accounting for trusts & estates is one of the least understood branches of accounting. It is not particularly concerned with recording income & expenses but is obsessed with determining whether receipts & expenditures are assigned to income or principal/corpus. This course will dive into this tricky area & provide a reporting guide for fiduciary accounting.
K2’s Excel Best Practices
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Online
8.00 Credits
Member Price: $250
In the ever-evolving world of spreadsheets, staying ahead means mastering the latest & best techniques. Join our comprehensive program & dive deep into the best practices for creating, editing & auditing Excel workbooks. You'll learn how to secure your workbooks, collaborate seamlessly with others & effectively report data. Today's Excel best practices are a far cry From those of the past. This "must-see" CPE program will equip you with the knowledge to work smarter, not harder. Our course materials are packed with relevant examples to enhance your learning experience. Don't miss out on this opportunity to fully utilize Excel & elevate your skills to new heights.
Multistate Taxation: Issues & Planning Opportunities
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Online
8.00 Credits
Member Price: $250
Join our course on Multistate Taxation: Issues & Planning Opportunities designed for financial professionals. Learn about crucial topics like nexus implications, state taxable income calculations & audit defense strategies. Gain practical insights to integrate these considerations into client financial plans effectively. From deciphering complex formulas to understanding state-specific regulations, this course equips you with actionable knowledge to excel in finance. Explore multistate business activities, choice of business entity & interstate commerce clauses. By course completion, you'll be ready to identify common pitfalls, mitigate risks & ensure compliance with multistate taxation. Join us & navigate the complexities of finance confidently. 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.
2026/27 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $89
Stay informed and ahead of the curve with this timely update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated and PEEC has been especially active with new interpretations, revised guidance and significant modernization initiatives. In this interactive course, we'll walk through the most important recent developments shaping ethical requirements for the profession, including updates affecting recruiting practices, CPE programs and tax advisory services. Participants will gain practical clarity on how these changes impact both public practitioners and professionals in industry. The course also looks ahead to proposed and ongoing projects on PEEC's agenda, providing insight into potential future changes and what they may mean for compliance planning in an evolving ethical landscape. 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.
K2’s AI: Better Prompts, Better Results
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Online
1.00 Credits
Member Price: $39
Generative AI is revolutionizing the business world & savvy professionals are embracing this cutting-edge technology. Why? Generative AI offers unparalleled opportunities to boost efficiency & productivity. But to truly harness its power, you need to master the art of crafting effective AI prompts. Join our session to discover the best practices for issuing AI prompts. Discover how to ask the right questions to obtain the information you need quickly & efficiently. Say goodbye to inefficient & ineffective prompts & hello to streamlined, productive interactions with your AI platforms. Don't miss out on this opportunity to elevate your AI game & achieve greater gains in your business. Sign up now & learn the secrets to getting the most out of your AI tools!
Best Practices: Conducting Meaningful Walkthroughs
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Online
2.00 Credits
Member Price: $89
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client's transaction processes as well as identify internal controls within each process. This course will review the procedures, questions to ask & documentation requirements of walkthroughs. It will also include real-world examples of the red flags that may arise while executing a walkthrough.
Leveraging ChatGPT for Innovative Business Advisory Services
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Online
2.00 Credits
Member Price: $89
In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI's powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for increased business analysis efficiency, profitability and growth. It also provides hands-on training for implementing these techniques in real-world scenarios. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Risk Wrangling: Surviving the Modern Business Rodeo
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Online
2.00 Credits
Member Price: $89
Risk-based factors are becoming exponentially important considerations for accountants in both public practice and industry. We examine the nature of risks for today's enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 and other guidance aimed at risk considerations for professional engagements. Public and private accountants will enhance their capabilities for assessing and addressing risks faced by today's organizations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Global Internal Audit Standards (GIAS) Domain IV: Part I
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Online
2.40 Credits
Member Price: $79
The new Global Internal Audit Standards were released on January 9, 2024 and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
Managerial Accounting: Your Prescription for Better Decision Making
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Online
4.00 Credits
Member Price: $149
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors.
2025 Mid: Year Tax Update: Planning for Businesses
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Online
4.00 Credits
Member Price: $149
The new administration has proposed significant tax policy changes that may impact individual taxpayers & financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, regulatory changes & potential future reforms. Participants will explore the implications of proposed tax cuts, adjustments to Social Security & retirement taxation & potential modifications to deductions & credits. The course also examines ongoing discussions about IRS restructuring & the expansion of tax incentives for American businesses & families. With a focus on practical strategies, this course equips tax professionals with the tools to help clients prepare for these changes before year-end. Whether addressing Form 1040 issues, capital gains planning, or income & estate tax considerations, participants will gain insights to help clients make informed decisions. 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
AI-Enhanced Business Consulting for CPAs: Strategies & Tools
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Online
4.00 Credits
Member Price: $149
Does your firm have an 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, how to recognize the needs of the client & how the practice can be leveraged using AI.
Unlock the Power of AI with Copilot in Excel
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Online
2.00 Credits
Member Price: $89
In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Embracing Neurodiversity in the Workplace
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Online
1.00 Credits
Member Price: $39
This webinar will explore embracing and supporting neurodiversity in the workplace, promoting inclusivity and creating a more diverse and dynamic environment.
K2’s Formatting Excel Spreadsheets The Right Way
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Online
2.00 Credits
Member Price: $89
Did you know that business professionals can spend up to half their time in Excel just formatting? It's time to change that! Join this fast-paced, results-driven session & discover Excel formatting best practices that will save you hours & elevate your spreadsheets to a professional level. From Custom Format Codes & Templates to Styles, Precision as Displayed & powerful date & accounting formats, you'll learn how to streamline your workflow & make your data shine. Whether you're building reports, dashboards, or financial models, these formatting techniques will help you work smarter, not harder. Don't let formatting slow you down. Transform your Excel experience, starting now!
ProActive Response: Active Shooter Training: Recognize. Respond. Survive.
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Online
2.00 Credits
Member Price: $79
ProActive Response Group's Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active shooter event and how to use basic medical equipment to save the lives of victims. *****(Warning: This video contains simulated graphic scenes that some viewers may find disturbing)*****
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.
No Tax on Overtime: Payroll Compliance
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Online
2.00 Credits
Member Price: $89
This course provides tax & accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will examine the statutory framework governing overtime, including employee classification, the definition of a workweek & the calculation of the regular rate of pay. Through practical examples & compliance-based scenarios, the course focuses on the accurate application of overtime rules across various compensation structures. Emphasis is placed on identifying risk areas, avoiding common misclassification & calculation errors & maintaining proper documentation to support compliance. 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
Unlocking Deep Secrets: Case Studies in Financial Analysis
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Online
2.00 Credits
Member Price: $89
Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis and ratio analysis to gain deep insights into business performance. - Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends. - Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance. - Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business. This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.