WICPA CPE & Special Event Catalog
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
Member Price: $89
The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession today. Over half of the engagements reviewed by the AICPA failed to meet the requirements of AU-C 230, highlighting a critical need for improvement. This course addresses common misconceptions about audit documentation & provides actionable strategies to overcome these deficiencies. Attendees will learn best practices to ensure compliance with professional standards, enhance audit quality & mitigate risks associated with poor documentation. Whether you are an experienced professional or new to auditing, this course will help you strengthen your documentation practices & uphold the highest standards of the profession.
K2’s Office Scripts: The New Macros
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Online
2.00 Credits
Member Price: $89
Discover the power of Office Scripts, the game-changing feature that lets you automate tasks in Excel & other Office applications effortlessly. Unlike VBA, which is limited to Windows, Office Scripts run on any platform & device that supports Office on the web. With its modern & intuitive interface, you can easily create, edit & share your scripts, all stored securely in the Cloud. Office Scripts seamlessly integrate with Office Online apps & Power Automate, enabling you to streamline processes & boost productivity like never before. Say goodbye to repetitive tasks & hello to efficiency with Office Scripts in Excel & beyond!
Data Analytics & Journal Entry Testing for Auditors
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Online
3.00 Credits
Member Price: $109
This course provides a practical understanding of IT controls & SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness & determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas & alignment with Complementary User Entity Controls (CUECs).
Ethics, Education & AI; Can Thy Coexist?
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Online
1.00 Credits
Member Price: $39
AI ('Artificial Intelligence') has fundamentally changed education: at all levels. These changes have ignited severe ethical dilemmas in schools, higher education & continuing professional development. There is an escalating 'arms race' between the students, teachers & professors. What does this mean for the future of education & the future of the workplace?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.
What's Going on at the GASB (2026/27)
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Online
2.00 Credits
Member Price: $89
This course provides a focused update on major recent pronouncements issued by the Governmental Accounting Standards Board. Coverage includes GASB Statement No. 103 (financial reporting model improvements), GASB Statement No. 104 (enhanced disclosures for capital assets) & GASB Statement No. 105 (subsequent events). Participants will also receive a high-level overview of active GASB exposure drafts & ongoing projects. The course is designed to help auditors, preparers & financial leaders understand how these developments affect audits, financial statement preparation & board reporting.
Ethical Situations: What to do When? featuring Allison McLeod & Don Minges
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Online
1.00 Credits
Member Price: $39
What would you do when ___? Is would the same as should? Examples; Rashmi Airan-Pace & Yale Law School. What should you do when a vendor offers to give you tickets to the NCAA Final Four basketball tournament & your organization will permit it? Prepare for 'situations' before they happen to you.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
A Guide to Sampling: Part I
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Online
2.00 Credits
Member Price: $89
Sampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable & basics of planning a sample. We'll then focus on the application of sampling in financial statement audits with a look at sampling for substantive procedures. We'll look at the use of monetary unit sampling & tools that can be leveraged to reduce bias in sampling.
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.
Strategic CFO: Developing Strategy & the Why
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Online
2.00 Credits
Member Price: $89
Effective CFOs & CPAs play a critical role in shaping & executing organizational strategy. This session focuses on how strategy is developed, why many strategic plans fail & how finance leaders can help organizations create focus in an increasingly complex & fast-changing environment. Participants will explore competitive advantage, the use of financial & non-financial metrics & the importance of aligning strategy with mission, culture & resources. Through discussion & real-world case examples, attendees will gain practical tools to evaluate, measure & support successful strategies across for-profit & nonprofit organizations. Use of some video reels will add levity to some of the key points.
Revenue Recognition: Topic 606 Disclosures
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Online
1.20 Credits
Member Price: $39
The standard also requires information about the following categories: disaggregation of revenue contract balances performance obligations This webinar will deal directly with disclosure requirements for the standard. Several courses currently exist on the platform related to an overview of the standard & deep dive into individual steps of the standards.
Achieve Competency in Three Basic Tool Categories: Master the Fundamentals
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Online
4.00 Credits
Member Price: $149
Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your tool set. In this course we will examine three tool categories that form the foundation for many analytical processes.
The Successful Family Business
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Online
4.00 Credits
Member Price: $149
Understanding the dynamics of family interaction is one of the most important skills in helping a family business succeed. This course takes a candid look inside the family business & will help the participant navigate delicate issues while learning to provide counsel that will grow: or protect: the family business & non-family staff.
K2's Automation For Increasing Personal Efficiency And Effectiveness
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Online
1.00 Credits
Member Price: $39
In today's fast-paced world, automation is like having a time machine at your fingertips. By implementing strategic automation solutions, you can transform an eight-hour workday into twelve hours of productivity without working longer hours. This course explores how automation can save time, improve accuracy, promote effectiveness & maximize the value of your workday. When you invest time in automating routine tasks, you create permanent time savings that compound over time, reducing daily stress & providing better mental clarity for more important activities. This hands-on course will equip you with practical knowledge of various automation tools, methods, apps & technologies that can revolutionize both your personal & professional life. From home automation systems to iPaaS (Integration Platform as a Service) tools & the Elgato Streamdeck, you'll discover how to create a seamlessly automated environment. Join us to learn how to reclaim hours or even weeks of time through smart automation strategies that will transform your daily routine.
A Guide to Sampling: Part II
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Online
2.00 Credits
Member Price: $89
Building on Part 1, this course will review the application of sampling in financial statement audits with a focus on sampling for tests of controls. We'll also review the requirements for sampling in Single Audits with a focus on tests of controls & tests of compliance.
Deep Dive into Quality Management
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Online
2.00 Credits
Member Price: $89
Quality management represents a significant shift in how CPA firms design, implement & evaluate audit & attestation quality. This course provides a focused, practical deep dive into the quality management standards & related engagement-level requirements that firms are now operating under. The course covers SQMS 1 & SQMS 2, along with related engagement-level standards, including SAS 146, SAS 145, SSARS 26 & SSAE 23. Emphasis is placed on post-implementation responsibilities, including evaluating the effectiveness of quality management systems & addressing monitoring & remediation requirements. Participants will also examine engagement-level quality management responsibilities, including the auditor's responsibilities under SAS 146 & the engagement partner's responsibilities in SSARS engagements. The course is designed to help firms navigate the second phase of implementation, moving beyond design & rollout to ongoing evaluation, monitoring & continuous improvement.
Sub-Recipient Monitoring 2026: Understanding the Pass-Through Requirements for Managing & Monitoring Your Sub-Awards
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Online
2.00 Credits
Member Price: $89
The Uniform Guidance requirements for subrecipient monitoring & management were updated effective October 1, 2024, introducing new expectations for pass through entities overseeing federal awards. This session will provide practical guidance on implementing compliant subaward agreements, performing risk based monitoring & managing subrecipient financial performance in accordance with 2 CFR SS200.331-200.333. Attendees will also gain insight into indirect cost rate requirements, fixed amount & subaward agreements to strengthen oversight & prepare for federal agency or Single Audit reviews. Using fixed amount awards to solve an out-of-the-box solution.
The Role of Internal Audit in Enterprise-Wide Risk Management
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Online
4.00 Credits
Member Price: $149
Those charged with governance, with the assistance of internal audit, are responsible for overseeing the strategic direction of the organization & ensuring value is delivered to the entity's stakeholders. This course will provide guidance on fulfilling the responsibility for challenging how much risk & uncertainty to accept through the application of COSO's Enterprise Risk Management Framework.
Current Fraud Trends: Nonprofit & Government Entities
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Online
2.00 Credits
Member Price: $89
Nonprofit entities & governmental entities have a high degree of public accountability. This course will examine the most common fraud schemes & provide multiple examples of how to prevent or detect these schemes.
The Controllership Series: The Controller's Role in Debt Management
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Online
1.50 Credits
Member Price: $79
Debt Management: Debt management often involves administering loan agreements & ensuring bank compliance. Compliance: Controllers help ensure compliance with federal & local laws, provisions & financial regulations.
