WICPA CPE & Special Event Catalog
Corporate Transparency Act Developments
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Online
2.00 Credits
Member Price: $89
U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tax Depreciation: Review & Update
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Online
2.00 Credits
Member Price: $89
A discussion of recent law changes that impact capitalization, depreciation and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Cybersecurity & IT Risk for IT Auditors & Financial Auditors
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Online
3.00 Credits
Member Price: $109
This course equips financial & information technology auditors with an understanding of cybersecurity risks & their impact on financial reporting as well as cybersecurity best practices. Participants will learn to identify threats, evaluate controls & assess risk using recognized frameworks, with a focus on audit implications.
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
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.
Accounting for the Gig Economy
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Online
2.00 Credits
Member Price: $89
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Global IIA Standards (GIAS) Fundamentals & Domain I & II: Part I
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Online
2.20 Credits
Member Price: $89
In May 2023, the IIA released a draft of the new Global Internal Audit Standards. The intent was to provide more effective standards for Internal Audit globally. The new Global Internal Audit Standards were released on January 9, 2024 & 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 & elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation & examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics & Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
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.
Awesome Business Lessons From the Past: Learn From the Best!
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Online
2.00 Credits
Member Price: $89
Why not learn, or re-learn, some amazing business lessons From the past that are still effective today? What did Henry Ford do when annual employee turnover was 370% & workers demanded more pay? Sound familiar to today's world? Ford's solution worked! We see today's problems & believe that these problems have never occurred before. Not true. We will discuss timeless business lessons that are as practical today as when they were written decades ago. We will review; 'How to Win Friends & Influence People,' 'Today & Tomorrow,' & 'The Art of War.' Let's learn From the very best, as these lessons have been battle-tested & proven over time.
AI-Powered Excel: Leveraging AI & ChatGPT for Supercharged Productivity
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Online
1.00 Credits
Member Price: $49
Learn how to enhance your Excel workflows with AI in this course, "AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity." Discover the various AI features built into Excel and how to use ChatGPT to create, understand and troubleshoot Excel functions and formulas. Imagine turning two-hour Excel tasks into two minutes of effort! This course will help you streamline your Excel work, research and documentation, saving you time and effort in your day-to-day tasks.
Executive Presence, Personal Brand: Structure Your Narrative
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Online
1.00 Credits
Member Price: $55
Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition and a concise executive biography. Participants will analyze how credibility is established through clarity, relevance and alignment with audience needs. The course emphasizes service-centered communication rather than self-promotion and provides structured guidance for refining professional messaging in leadership and client-facing contexts. 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 Stop Wasting Time In Excel
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Online
2.00 Credits
Member Price: $89
Are you ready to unlock Excel's full potential? In today's fast-paced world, mastering Excel isn't just a nice-to-have-it';s a must for anyone who wants to work smarter, faster & with greater accuracy. Make plans to participate in this dynamic, Excel-centric session designed for professionals like you. Discover how you can leverage features like templates, Precision as Displayed & PivotTables along with new tools such as Dynamic Arrays, advanced data cleaning, PIVOTBY & GROUPBY functions & seamless Copilot integration. These features will transform the how you & your team analyze data, automate reporting & deliver actionable insights From Excel.
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Member Price: $89
Good people believe everyone else is just like them. They cannot imagine someone could con them or their company & have no guilt or remorse about what they have done. Lack of guilt & empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status & sex while leaving a path of shattered expectations, empty wallets & broken hearts in their wake. Learn how to recognize & deal with others who have no conscience.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
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.
Surgent's Federal Tax Update
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Online
4.00 Credits
Member Price: $159
Both businesses and individual clients face major changes as a result of new legislation and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.
Avoiding Peer Review Deficiencies & Professional Liability in Public Accounting
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Online
4.00 Credits
Member Price: $149
Peer review deficiencies & professional liability claims result From both audit & nonaudit services. This course will provide best practices for avoiding legal liability & quality control concerns for a wide variety of professional services offered by public accountants.
Comprehensive Accounting & Financial Reporting Update
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Online
4.00 Credits
Member Price: $149
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Financial Statement Disclosures 26-27
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Online
8.00 Credits
Member Price: $329
Disclosures are on of the most challenging areas of financial statement preparation and one of the most cited deficiencies in peer reviews. This program tackles the many disclosure requirements with detailed discussions on topic requirements and examples. This is a fast paced course that covers all the major balance sheet accounts, as well as revenue and expenses. Attention is also paid to the Statement of Cash Flows.
K2's Technology For CPAs - Don’t Get Left Behind 26-27
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Online
8.00 Credits
Member Price: $329
Technology changes daily, so it's essential to stay up-to-date with critical developments to effectively leverage today's technologies. Join us for this session to explore key technological developments impacting accounting and financial professionals.
Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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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 business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business 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 business 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
