WICPA CPE & Special Event Catalog
Accounting & Auditing for Cryptocurrency
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Online
2.00 Credits
Member Price: $89
Cryptocurrency continues to evolve rapidly, bringing new accounting & auditing considerations for CPAs & auditors. This course provides a practical overview of the accounting & auditing issues associated with cryptocurrency, with an emphasis on recent standard-setting developments & their implications for practice. The accounting portion of the course focuses on ASU 2023-08 & related developments, including recent FASB Board discussions, the FASB's Invitation to Comment & the addition of cryptocurrency-related topics to the FASB's research agenda. Participants will work through a practical case study to apply the guidance in ASU 2023-08, building confidence in accounting for cryptocurrency transactions & balances. The auditing portion of the course addresses key audit considerations related to cryptocurrency, including implications for engagement acceptance & continuance, risk assessment & the design & performance of audit procedures. The course also references the AICPA's Accounting for & Auditing of Digital Assets practice aid to help bridge authoritative guidance & real-world application.
Measuring Audit Risks
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Online
3.00 Credits
Member Price: $109
SAS 122, AU 240 requires that auditors determine if there is a significant risk that the financial statements are materially misstated due to either error of fraud. This presentation is an overview of how to determine if there is a significant risk of a material risk; whether it is due to error or fraud; & what to do in designing your audit program to address such risk. It's important to know that without documentation as to such determination, an auditor has no basis for performing any specific audit procedure & thus would be performing a substandard audit. The standards require that each procedure be designed to decrease the possibility of a material misstatement. This program is an overview of how an auditor determines if there is a risk of a material misstatement; how document such determination; & how to address the risk if it is due to error vs fraud, because there is a big difference.
Corporate Ethics Cases: Discuss Real Life Conflicts
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Online
4.00 Credits
Member Price: $149
If you have ever had someone just read you the rules in an ethics class, you know there is a better way. Cases in Corporate Ethics reviews 8 real life cases & puts you in the position of someone in the middle of it all. You'll learn about conflicts that corporate financial professionals often encounter, you'll gain skills for dealing with a boss who is behaving badly & find out where to go for help. Once you have studied ethics using real world cases, you'll never want to do it any other way.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Managing Generational & Cultural Variances
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Online
1.60 Credits
Member Price: $79
Whether you have held a management position for several years, or are just transitioning to a role which requires you to manage other individuals, you will find that becoming & remaining a good manager is often an art rather than just a technical skill! This segment flows nicely with the segment on Managing Traits & Skills. This segment will focus on the dynamics of managing in a world full of several generations in the workforce as well as cultures.
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.
Big Picture Mega-Trends, Big Data & World We Now Face
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Online
2.00 Credits
Member Price: $89
It is easy for us to get caught up in our work, but it is better to examine the 'big picture' by studying the outside factors that impact our business beyond our internal processes & day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us & the organization. This session is designed to review many of these current trends, while thinking & discussing how these trends can impact our organizations & us. This is a fun & lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize.
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
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Online
2.00 Credits
Member Price: $89
Some customers are unprofitable From an economic or time perspective: but many organizations do not differentiate or know the difference. When an organization has a unique, well-differentiated service or product, understanding value From the customer's perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what our customers value: From the customer's point of view. What is value? Why do brand, value & customer focus matter? Developing a deep understanding of our customers is vital. Our most important customer might be someone we have not yet recognized. Understanding both external clients & internal stakeholders: including the evolving role of the finance department, is critical to long-term success. Using humorous video clips, memes & vetted research, your understanding of customer bases will improve.
Common Yellow Book & Single Audit Deficiencies
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Online
4.00 Credits
Member Price: $149
Yellow Book & Single Audit engagements are routinely selected for peer review & continue to be areas of heightened scrutiny by peer reviewers & federal oversight agencies. This course examines common deficiencies identified in governmental & Single Audit engagements, with a focus on understanding why these issues arise & how they can be avoided. Participants will review frequent deficiencies related to Yellow Book requirements issued by the U.S. Government Accountability Office, including independence, CPE & reporting considerations. The course also addresses common Single Audit deficiencies, including internal controls over compliance, compliance testing & major program determination. Designed for auditors performing governmental & Single Audit engagements, this course helps participants recognize recurring problem areas & better understand the requirements that continue to drive peer review findings.
K2’s Securing Your Data: Practical Tools For Protecting Information
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Online
4.00 Credits
Member Price: $149
In today's digital landscape, security is non-negotiable. Yesterday's techniques cannot keep up with today's threats. It's time to elevate your knowledge & protect your sensitive data with our comprehensive security program. Join us to discover the latest tools & techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication & more. You'll also learn how to implement a practical, five-step approach to securing your PC & the critical questions to ask your staff to ensure server-based information remains protected. Security failures, such as client or customer data breaches, can be devastating & even drive your company out of business. So, what security tools do you need & how should you use them to safeguard your sensitive data & systems? Can you afford to manage today's threats with outdated techniques? Participate in this valuable session to learn how to identify viable & practical solutions to mitigate today's security threats. Don't miss this opportunity to fortify your defenses & ensure your business's success. Sign up now & take the first step towards a more secure future!
The Controllership Series: The Controllers Role in Strategic Thinking & Advising: Part I
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Online
1.80 Credits
Member Price: $89
The strategic controller helps leadership decide what should happen, not just explain what has already been done. The controller often acts as the enterprise translator between strategy, operations & financial outcomes. This can sometimes appear to be accuracy-focused & not necessarily decision useful insight. Controllers must move away From just variance explanation & include performance interpretation. To do this, the controller must understand business models & value drivers, be able to translate strategy into financial growth & align KPIs with strategic priorities. Part of this process includes understanding concepts of root-cause analysis vs. surface-level variance analysis. It also includes understanding correlation vs. causation in financial data. Within this segment we will review all of these concepts & controllers will come away with insightful ideas regarding how to elevate their roles.
Effective Manager: Traits & Skills
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Online
2.00 Credits
Member Price: $99
Many courses deal with leadership & manager skills. Whether you have held a management position for several years or are just transitioning to a manager role, you will find that becoming/remaining a good manager can often be an art rather than just a technical skill. It can be (and should be) a learning & an ever- evolving process.
Global Internal Audit Standards (GIAS) Domain V: Part II
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Online
2.00 Credits
Member Price: $89
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
K2’s CRM: The Ultimate Business Automation Tool
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Online
2.00 Credits
Member Price: $89
This course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM's role in streamlining workflows, organizing communications, enhancing client relationships & improving efficiency. Participants will learn about key CRM features, integration with accounting software & best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM's transformative potential for business & financial management.
Cryptocurrencies for the CFO: Explaining Blockchain
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Online
2.00 Credits
Member Price: $89
What exactly is cryptocurrency & its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies & currencies by explaining how we got here. We discuss the systems & technical aspects of cryptocurrencies & blockchain. What is the broad view of the technologies that currently do & will continue to, impact our workplace & lives?
K2’s Top PDF Features You Should Know
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Online
4.00 Credits
Member Price: $149
Are you tired of struggling with PDFs? Unlock the full potential of Adobe Acrobat & other PDF tools to make working with PDF files a breeze. Join our course & discover how to use powerful features such as PDF forms, redaction, converting PDFs to Word & Excel files & electronic signatures. You'll also learn how to create & apply tick marks, build indices, catalogs & portfolios & secure your PDF documents to the fullest. As the popularity & usefulness of PDFs continue to grow, many users still haven't learned how to manipulate these documents effectively. Don't let this be you! Join us for this timely session & learn the top features necessary to optimize your work with PDF documents. Say goodbye to frustration & hello to efficiency!
The Controllership Series: The Controllers Role in Strategic Thinking & Advising: Part II
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Online
1.20 Credits
Member Price: $39
The strategic controller helps leadership decide what should happen, not just explain what has already been done. The controller often acts as the enterprise translator between strategy, operations & financial outcomes. This can sometimes appear to be accuracy-focused & not necessarily decision useful insight. Controllers must move away From just variance explanation & include performance interpretation. To do this, the controller must understand business models & value drivers, be able to translate strategy into financial growth & align KPIs with strategic priorities. Part of this process includes understanding concepts of root-cause analysis vs. surface-level variance analysis. It also includes understanding correlation vs. causation in financial data. Within this segment we will review all of these concepts & controllers will come away with insightful ideas regarding how to elevate their roles.
Tax Practice Quarterly: 2027 Future-Focused Tax Practice
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Online
2.00 Credits
Member Price: $89
Join us for a forward-looking webcast focused on innovative approaches to tax practice management. Designed for firms seeking to stay competitive, this session explores effective recruitment and retention strategies while highlighting ways to build a more efficient, resilient practice. Our expert speakers will share insights on: Leveraging technology Adopting proven best practices Fostering a culture that attracts and retains top talent Don't miss this opportunity to strengthen your firm and position your practice for long-term success.
AI In Audit & Financial Reporting
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Online
1.60 Credits
Member Price: $39
Auditors & financial professionals must understand how to integrate AI responsibly while maintaining professional skepticism, audit quality & compliance with regulatory expectations. However, the use of AI also introduces new governance, ethical & regulatory considerations that organizations must carefully manage. This course explores how AI is currently being used in audit & financial reporting, the benefits & risks associated with its adoption & how organizations can establish appropriate governance, controls & oversight.
From Numbers to Narrative: Effectively Presenting Your Budget & Reporting
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Online
2.00 Credits
Member Price: $89
Perhaps the most important element of the budget process is its communication. If management does not understand the budget: there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations & will identify key problems in how people often communicate financial plans. Presenting your budget & reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable & educational.
The Motives & Mystery of Ethics-Understanding the Why
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Online
2.00 Credits
Member Price: $89
Our guidance on ethics comes From the AICPA & other groups, but it does not fully address the "why" behind ethics. This session will examine & define what ethics is & what it means to varying people in the workplace. Understanding what motivates people & understanding those people are key to both solving ethical dilemmas & workplace issues that can lead to greater job satisfaction & efficiency. To correct an issue, you need to delve into the root cause: the why?Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
