WICPA CPE & Special Event Catalog
2026/27 Not-for-Profit GAAP Update
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Online
1.00 Credits
Member Price: $55
Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. Participants will gain perspective on the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. This course is designed to help practitioners, financial leaders and auditors of not-for-profit organizations understand both current GAAP requirements and emerging global developments shaping the future of nonprofit financial reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics Is Everyone’s Business: The Cost of Looking the Other Way
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Online
1.00 Credits
Member Price: $39
As responsible, licensed professionals, we cannot 'look the other way.' We have a duty to the public & that responsibility is crystal clear. "All that is necessary for evil to triumph is for good men to do nothing" is attributed to Edmund Burke. We must take appropriate actions & stand for what is right. Looking the other way has a cost & that cost is high. Sometimes doing the right thing is difficult, but not doing the right thing has an even higher penalty. What can we do to remain ethical? Ethics is not a single event, being ethical is the best & only way we should live. We must proactively engage in society to combat evil & promote good.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
How Prevalent Is Retaliation Within Your Culture?
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Online
1.00 Credits
Member Price: $39
Does your organization encourage timely reporting? Does your organization provide substantive protection for those who report? Organizations should be aware of characteristics indicative of a retaliatory culture: one in which bad actors are provided ample opportunity & cover to retaliate.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Performance Auditing Made Easy
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Online
1.50 Credits
Member Price: $79
Unlike a traditional financial audit objective (Are the financial statements materially misstated), performance auditing can address a wide variety of objectives. Is this program working? Can it be improved? Where can we save money? How can we operate more efficiently & effectively? Are management's assertions supported? And so forth. This session will explain what a performance audit is, describe the applicable standards & provide examples that indicate the value of a performance audit. Performance audits can add value to any entity & practitioners can profit From adding these assurance services to their practices.
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.
How to Audit Cash
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Online
2.00 Credits
Member Price: $89
Cash is essential to every business and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash 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.
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.
The Ethical Side of Trust, featuring Richard A. Karwic & Don Minges
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Online
1.00 Credits
Member Price: $39
You & I have a responsibility to our organizations & to the public to be ethical. We cannot forget this responsibility & this responsibility is constant. One lapse can cause profound issues that last. Ethics & trust are intertwined, no one follows a 'leader' who is not trusted. We will not focus on the negative & show the problems caused: rather, we focus on what & how to set the example for others to follow. This seminar outlines the seven components of trust & how we should use these components daily.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
K2’s Top Ten Productivity Booster Apps In Microsoft 365
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Online
2.00 Credits
Member Price: $89
Are you ready to take your productivity to the next level? Join our exclusive two-hour CPE course designed for accounting professionals & technology enthusiasts. Discover how to harness the power of Microsoft 365's versatile applications to streamline your workflows & enhance collaboration. In this course, you'll explore ten essential apps, including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals & Places. Discover how to effectively integrate these tools into your daily tasks & experience immediate improvements in your efficiency. Don't miss out on this opportunity to unlock the full potential of Microsoft 365 & transform the way you work. Sign up now & take the first step towards a more productive & collaborative work environment!
Fraud Evaluations: A Guide for The Compliance Professional
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Online
2.00 Credits
Member Price: $85
The topic of fraud continues to be on the radar of investors, shareholders & regulators. Despite a Kroll Advisors survey showing a decrease of corporate fraud incidents in recent years, new fraud methods are continually being devised & identified thanks in large part to advances in technology & IT infrastructure. Compliance professionals & auditors are not expected to have the expertise of forensic investigators but should have working knowledge of the aspects of fraudulent activities & maintain a skeptical mind when it comes to reviewing potential violations. This course provides a practitioner's perspective of what your company should include in their internal audit programs & processes to mitigate & avoid fraud. We'll cover: The psychology of fraud & connection to the fraud triangle & fraud diamond The International Professional Practices Framework (IPPF) for internal auditors Employing the COSO 2013 towards fraud Rightsizing the internal audit team's responsibilities Risk assessment considerations Reporting procedures
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.
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.
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.
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.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
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Online
4.00 Credits
Member Price: $159
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
Surgent's IRS Tax Examinations & Hot Issues
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Online
4.00 Credits
Member Price: $159
The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.
Surgent's You’ve Got This: An Introduction to Yellow Book & Single Audits
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Online
4.00 Credits
Member Price: $159
If you work with governments or not-for-profits, mastering the fundamentals of Yellow Book and single audits is essential. This beginner-friendly course breaks down the key requirements of the Yellow Book and the Uniform Guidance for Federal Awards into clear, manageable concepts. You'll learn the essentials of performing Yellow Book and single audits with confidence—building a strong foundation, boosting your understanding and equipping you to conduct audits efficiently and effectively.
Coping With the Growth of Online Fraud
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Online
4.00 Credits
Member Price: $149
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Responding To Retaliation Concerns & Capturing Key Retaliation Case Metrics
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Online
1.00 Credits
Member Price: $39
Individuals may cite retaliatory concerns when weighing their decision to report an issue; during an investigation; or, after an investigation's conclusion. No matter the timing, when an individual raises a retaliation concern, their claims should be taken seriously & fully reviewed. Does your organization analyze retaliation allegations & investigate outcomes as part of their cultural assessment? Most organizations track retaliation matters at a general, non-specific level. The type of retaliation & the perceived cause of the retaliatory act are not delineated. When a retaliation matter requires investigation, an organization should gather key data points for trending purposes & to fine tune future training & policy initiatives. This course offers recommendations for (1) framing responses to retaliation allegations (2) capturing key data points (3) developing specific metrics for retaliation mattersNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Analytical Procedures for Nonprofits
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Online
2.00 Credits
Member Price: $89
Strong analytical procedures are critical for evaluating the fair presentation of financial statements. In addition, Financial statements are only as good as the information & trends that they produce for operational, strategic, or compliance purposes. This course will provide insights into how to determine the strength & efficiency of nonprofits in achieving objectives & knowledge to improve the analysis of the fair presentation of a nonprofit's financial statements.
