WICPA CPE & Special Event Catalog
World-Class Cost Accounting: A Practical Application
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Online
8.00 Credits
Member Price: $250
The first half of this course will help you gain an invaluable skill set to advance your career by learning how to design & apply a comprehensive cost accounting system modeled on a real company. This course shows you how to precisely identify all direct & indirect manufacturing costs for each product, link direct costs to their base drivers & recognize fluctuating variable & semi-fixed costs that are actually direct in nature. You'll also learn how to trace certain fixed costs to products, distinguish which fixed costs are directly assignable & apply budgeting techniques to establish accurate standard costs. The second half will help you enhance your career with an invaluable skill set in cost accounting. This program presents a comprehensive cost system based on a real company, guiding you through the accurate classification of manufacturing overhead costs. Learn to distinguish between true variable & fluctuating variable costs, identify fixed overhead costs that are direct or directly assignable & account for variances From standard costs. In this model, all manufacturing overhead costs are fully traced to products, providing practical insights you can apply directly in the workplace.
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 Power of a Good Story!
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Online
4.00 Credits
Member Price: $149
Storytelling makes wisdom stick.
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
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Online
8.00 Credits
Member Price: $250
In today's fast-paced business world, staying ahead of the competition means leveraging every advantage. Business Intelligence (BI) is the game-changer that can transform your organization. Imagine uncovering hidden insights & gaining a competitive edge with data that was once out of reach. With tools ranging From Excel add-ins to the revolutionary Power BI, you can now harness your existing skills to create dynamic, interactive dashboards & analyses that were unimaginable just a few years ago. This program will empower you with the skills to implement "yourself business intelligence" using a variety of techniques & tools. You'll start by mastering advanced Excel data query & summarization features to create stunning Excel-based dashboards. Then, you'll take your knowledge to the next level by building even more powerful BI objects using Microsoft's Power BI tools. If you're passionate about gaining better insights into your data to make smarter decisions, this fast-paced program is for you.
Understand Yours & Other People's Styles: Meet Them in the Middle & Be More Effective in Generating Great Results!
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Online
1.00 Credits
Member Price: $39
Understanding your own & the people style of others whom you are dealing with which can establish rapport more easily, help you become more persuasive & avoid miscommunication with the possibility of rubbing someone the wrong way. In our session, you will gain insights into your people style, ways to improve communication connectivity & how to understand your team's functionality (or more likely dysfunctionality).
K2’s Taking Another Look At PDFs
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Online
2.00 Credits
Member Price: $89
We're all familiar with PDF documents. However, it's safe to say that most professionals use only a tiny fraction of their features. This circumstance is unfortunate, considering all you can do with PDF documents. Therefore, isn't it time to take another look at PDF K2's Taking Another Look At PDFs documents & all you can do with them? Participate in this session to learn more about PDFs & how & why they should be a cornerstone technology in most organizations. Collaboration options, long-term storage & archival & fillable forms are just a few features you will learn about in this session. If you're ready to elevate your PDF productivity, this session is for you!
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.
Global Internal Audit Standards (GIAS) Domain III: Part II
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Online
2.00 Credits
Member Price: $89
The new Standards emphasize that quality performance requires conformance to the Standards. Each standard within Domain III specifically identifies the responsibilities of the CAE & the board, as well as joint responsibilities. 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
The Many Faces of Fraud
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Online
2.00 Credits
Member Price: $89
What does fraud look like? It depends. What may appear to be an indicator of fraud in one client's operation could be normal in another, making it critical to understand your client & the transactions you expect to see. Look for what should be present but isn't-- and for what is present but shouldn't be. This course emphasizes the importance of professional skepticism, which has no on/off switch-- it must be applied continuously. As auditors, our role is to independently verify, yet too often we rely on client representations without sufficient validation, increasing the risk of missing fraud. Many auditors recognize, in hindsight, that they have encountered fraud indicators but failed to identify them at the time. This session will provide you with the tools to recognize those indicators & strengthen your ability to detect fraud-- so you are better prepared for what you may find.
K2’s Excel Essentials For Staff Accountants
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Online
8.00 Credits
Member Price: $250
Staff accountants often face unique challenges when working with Excel & their existing knowledge might not always meet their needs. This comprehensive eight-hour session is designed to bridge that gap & empower you with the essential skills to maximize efficiency & accuracy. Participate in this dynamic & engaging session & you will learn how to: Summarize data quickly & accurately, Generate stunning, professional reports, Create essential accounting calculations for depreciation, amortization & interest. We start with a quick overview of Excel best practices & dive into advanced topics like PivotTables, sophisticated formulas, Tables, formatting & working with dates. Our course is packed with accounting-centric examples to reinforce key learning points. Plus, you'll enjoy a "laptop-friendly" environment with access to all demonstration files. This seminar is a must for all staff accountants eager to enhance their Excel skills & transform their workflow. Don't miss out on this opportunity to elevate your Excel expertise & take the first step towards mastering Excel today!
The Yellow Book: From Beginning to End
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Online
8.00 Credits
Member Price: $250
A comprehensive review of the newest version of the U.S. Government Accountability Office's Government Auditing Standards, otherwise known as "the Yellow Book." The standard will affect all auditors who perform audits of government & nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract. It does not address the standards applicable to performance audits.
Leaders Eat Last. Why?
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Online
1.00 Credits
Member Price: $39
Trust is essential, because without trust, there can be no teamwork. Trust is like oxygen, when it is gone: we suffocate. This session provides a 15-step action plan to gain commitment From your team members, build trust, hold each person accountable & create results for your organization.
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic & Don Minges
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Online
1.00 Credits
Member Price: $39
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today's competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
K2’s Expense Reporting Automation
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Online
2.00 Credits
Member Price: $89
Managing & auditing employee spending on personal & corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation & approval processes are tedious & repetitive & are an excellent place to start your company's use of business process automation solutions. This session will cover a variety of expense workflow tools which use technologies & features like bank feeds, mobile receipt capture, OCR data extraction/filling, automated policy enforcement & artificial intelligence-based validation to automate & eliminate the tedium. Attend this session & learn how to use automation & cure the expense reporting blues for you & your employees.
Just Ask Why: Searching for Answers: Generating Solutions
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Online
4.00 Credits
Member Price: $149
Breaking the Wall of blind acceptance; avoiding habitual complacency & Yoking the dots between cause & effect.
AI in Action: Your First Steps to Smart Adoption
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Online
1.00 Credits
Member Price: $49
This session is your practical introduction to AI in the workplace. Designed for professionals in any function from Finance to HR to Marketing and Operations, this course breaks down the AI journey into clear, actionable steps. You'll discover easy-to-use tools, see real-world examples and leave ready to take your first confident steps toward using AI to save time, boost creativity and make smarter decisions. Whether you're new to AI or just looking to get started effectively, this session helps you move from curiosity to confident action in just one hour.
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.
Global Internal Audit Standards (GIAS) Domain IV: Part I
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Online
2.40 Credits
Member Price: $99
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
Common Sense CFO: Crisis Management, Innovation & Other Expectations Put on CFOs
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Online
2.00 Credits
Member Price: $89
The role of today's financial leader, including CFO, transcends traditional financial stewardship; it demands agility, innovation, crisis management & strategic foresight. This seminar will discuss the new, multifaceted skills & insights needed to excel in the dynamic role of modern finance. Through a blend of theory, research & practical exercises, participants will explore the diverse roles of a CFO as innovation champions, technology evangelists, crisis managers & change agents: leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will discuss the essential tools & insights to navigate the newer demands of financial managers with confidence & competence.
