WICPA CPE & Special Event Catalog
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Member Price: $89
Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics & entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive & sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert. We will discuss proven methods to better understand introverts, how to manage them & how to get the most out of their amazing talents. If you want to enhance your leadership skills, this seminar is for you.
K2’s Implementing Internal Controls In QuickBooks Online Environments
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Online
4.00 Credits
Member Price: $149
The QuickBooks Online (QBO) ecosystem is rapidly expanding, with millions of small businesses now relying on it for their accounting & business management needs. However, many QBO implementations lack adequate internal control infrastructures, which can lead to potential risks & inefficiencies. This is often due to a lack of understanding of the internal control options available in the cloud-based version of QuickBooks & how to implement them effectively. Join our session to learn about the four common types of internal controls & how to assess the internal control structure of a small business. We'll guide you through the opportunities to enhance internal controls in QBO environments using features found within the application. Additionally, you'll discover additional internal control procedures for situations where adequate controls cannot be established in QBO. Contrary to popular belief, QBO-based organizations can indeed benefit From strong internal controls & this session will show you how. Don't miss this opportunity to strengthen your QuickBooks Online implementation & ensure your business is safeguarded against risks. Sign up now & take the first step towards a more secure & efficient QBO environment!
Leading Risk Management Practices in a Dynamic Risk Environment: Part I
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Online
2.00 Credits
Member Price: $89
This session explores how leaders can elevate risk management From a compliance-driven exercise to a strategic capability that enhances resilience & performance. Participants will examine how to establish clear risk governance & appetite, implement continuous risk sensing & prioritize risks based on impact, velocity & interconnectedness. The program emphasizes integrating risk considerations into strategic planning, capital allocation & operational decisions, rather than treating risk as a standalone process. Through practical frameworks & real-world examples, attendees will learn how to assign clear ownership for key risks, design effective response strategies & use meaningful key risk indicators (KRIs) alongside performance metrics. The session also highlights the importance of learning & adaptation-- using scenario analysis, stress testing & post-event reviews to continuously refine assumptions & adjust strategy in a rapidly changing risk landscape. By the end of the program, leaders will be equipped to guide their organizations with confidence through complexity, uncertainty & ongoing disruption.
Revenue Recognition Topic 606: Identify the Contract Part I
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Online
1.20 Credits
Member Price: $39
On May 28, 2014, the Financial Accounting Standards Board (FASB) & International Accounting Standards Board (IASB) issued converged guidance on recognizing revenue in contracts with customers (ASC 606). The objective of the guidance is to establish principles to report useful information to users of financial statements about the nature, amount, timing & uncertainty of revenue From contracts with customers. The new guidance provides several benefits to financial statement users. This is one in a series of courses that outline the updated revenue recognition standard.
Communicating in a Virtual & Live Environment: Numbers Matter But So Do Words
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Online
2.00 Credits
Member Price: $89
People fear presenting more than they do "death". Communicating numbers is a scary proposition to overcome for both the presenter & the recipients. This course is designed to enhance the communication skills of CPAs & CFOs by emphasizing the importance of understanding & mastering the facts before delivering any presentation, understand the key elements of presenting a narrative & provide examples to engage live & virtual teams in effective numbers presenting. The goal is to equip financial professionals with the tools needed to overcome fears & provide the best practices research on all types of presentations-from communicating complex financial information effectively to conducting a casual virtual meeting. This is a fun session intended to be interactive with participation either live, virtual or both.
K2's Taking A Fresh Look At Teams
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Online
2.00 Credits
Member Price: $89
Just because Microsoft Teams is no longer a new tool doesn't mean it hasn't evolved & it certainly has! Since its introduction in 2016, Teams has become the de facto business productivity platform for organizations worldwide. Yet, many users barely scratch the surface of all that Teams offers. Participate in this session to learn how to get more From Teams & enhance your ROI on the platform. In this session, you will learn about the core options available in Teams & how to leverage them. You will also learn about new enhancements in Teams, including threaded conversations, enhanced meeting features & integration with Microsoft's Copilot platform. If you use Teams & want a deeper understanding of the platform, don't miss your opportunity to participate in this session.
Accounting for People: Workforce Trends, Costs & Talent
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Online
2.00 Credits
Member Price: $89
Leaders are increasingly responsible for the human resources function, despite limited formal training in people management. This seminar explores how to account for people as a valued asset rather than an expense. Managing the costs, trends & risks associated with today's ever-changing workforce has changed. From recruiting & retention to engagement & compensation alternatives. The modern leader must understand how employee-related decisions drive both performance & profitability. This session will examine the financial implications of HR trends, workforce planning & the evolving role of talent strategy. We will also explore how to influence investments in people through accounting & reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you? Join for some interesting research & entertaining mix of videos to understand the people around you in the workforce.
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $109
The COVID pandemic changed the way many people worked, yet others have had remote teams for decades & little changed. Many organizations trying to bring people back to the office have experienced significant turnover. Some practices have changed forever while some principles will always remain the same. Keeping your people happy equals keeping your best people. Learn the changes you should make now & the things you should do forever!
Strategic CFO: Strategic Risk Management
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Online
2.00 Credits
Member Price: $89
Risk management is no longer a compliance exercise-it is a core strategic responsibility of today's CFO & CPA. This session demystifies Enterprise Risk Management (ERM) by walking through the COSO framework in clear, practical terms. Participants will learn how risk integrates with strategy & performance, how organizations identify & assess risk & how leaders respond to uncertainty in a disciplined way. Using examples, polling & case discussions, this session equips financial professionals to communicate risk effectively & help organizations protect & create value. Some funny video clips will be used to focus on the learning material.
The Controllership Series: The Controller’s Skillset
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Online
1.00 Credits
Member Price: $39
This another course in our series on the controllership function. The controller's role encompasses many traditional responsibilities. The breadth & depth of the controller skill set has expanded & will continue to expand as the business world evolves. The controller position will typically lead teams of financial & accounting experts. Recognizing that leadership & team management skills are must-haves; they need to be able to command their team's respect, inspire them to act & ensure that such actions are aligned with your organization's overall vision. These skills, along with tactical knowledge will ensure the controller's success.
Excelling at Excel: The Magic of Power Query
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Online
2.00 Credits
Member Price: $89
Elevate your data analysis capabilities with our focused course on Power Query. Tailored for financial professionals, this training will show you how to get started using Power Query & teach you some of the ways to take advantage of its ability to handle messy data & automate repetitive tasks. Harness the efficiency of Power Query to revolutionize the way you work with data. Learn how to "program" your tasks once & set them on repeat, eliminating the need for repetitive, robotic work. This automation not only saves time but also ensures consistency & accuracy in your data processes. Whether you're dealing with complex datasets or simply looking to streamline your reporting processes, this course will equip you with the tools & knowledge to make Excel work for you like never before.
Strategic CFO: Strategic Cash Management
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Online
2.00 Credits
Member Price: $89
Cash is the lifeblood of every organization, yet many leaders struggle to explain, manage & plan for it effectively. This session focuses on strategic cash management, capital structure decisions & financing options available to organizations at different stages of growth. Participants will explore how CFOs balance today's cash needs with long-term strategy, evaluate debt & equity decisions & communicate cash flow concepts to non-financial stakeholders. The session emphasizes practical frameworks, real-world examples & modeling approaches that support better cash decisions. A few negotiation videos will be displayed to bring humor & effectiveness to the key points.
The Controllership Series: The Controllers Role in Cybersecurity
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Online
1.00 Credits
Member Price: $39
The controller's role encompasses many traditional responsibilities. The breadth & depth of the controller skill set has expanded & will continue to expand as the business world evolve. In years-gone-by, the concept of information technology & cybersecurity were left to our IT professionals. However, with the prevalent threat that exists in these areas, it is now one of the components of the controller's skill set that should be in their toolbox.
Excelling at Excel: Tips, Tricks & Updates
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Online
2.00 Credits
Member Price: $89
Unlock the full potential of Excel with our comprehensive training on shortcuts & formulas. This course is designed for CPAs & financial professionals who want to enhance their efficiency & accuracy in Excel. Learn how to navigate & utilize different versions of Excel, discover powerful new functions & master the art of creating effective tables & automations. With practical examples & hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker & more precise. Plus, benefit From insider tips & tricks drawn From the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.
Strategic CFO: Strategic Financial Communications
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Online
2.00 Credits
Member Price: $89
Financial professionals are expected to do more than report numbers-they must explain them in ways others understand & trust. This session focuses on improving financial communication by addressing financial literacy gaps, simplifying complex accounting concepts & building compelling narratives around data. Participants will learn how to use stories, visuals & language effectively to communicate strategy, performance & risk. Through examples & interactive discussion, this session helps CPAs & CFOs become clearer, more confident communicators in both live & virtual environments. Also, some video clips will be used to add to the learning materials & research. Don't worry, they are pretty entertaining.
Introduction to Amplified Management Practice (AMP)
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Online
2.50 Credits
Member Price: $99
Introduction to Amplified Management Practice (AMP) is a high-impact, 120-minute crash course designed for leaders tired of juggling chaos, burnout & broken systems. Whether you're an HR professional, executive, or manager, this session equips you with a practical, repeatable framework to lead with clarity, align your team with purpose & build momentum without losing your mind, through the core AMP mindsets-- Respect, Curiosity, Transparency & Stewardship-- and its three pillars-- Vitalizing, Conducting & Reinforcing-- you'll learn how to connect customer needs, strategy & operations while inspiring innovation & meaningful change. Perfect for busy professionals, this course delivers quick wins & lasting impact, helping you lead smarter, not harder.
The Controllership Series: The Controllers Role in Compliance
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Online
1.40 Credits
Member Price: $79
The controller has several broad areas to stay up to date on regarding compliance initiatives: Financial compliance Regulatory compliance Operational Compliance IT Compliance
Preparing to be a Forensic Accountant: Focus on Document Review & Handwriting Analysis
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Online
2.00 Credits
Member Price: $89
Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting misconduct. Forensic accountants apply a range of skills & methods to determine whether there has been financial reporting misconduct. Financial forensic engagements may fall into several categories. Economic damages calculations, whether suffered through tort or breach of contract. Post-acquisition disputes such as earnouts or breaches of warranties Bankruptcy, insolvency & reorganization Securities & tax fraud Money laundering Business valuation Computer forensics/e-discovery This session is designed to delve a bit deeper into the world of forensic accounting & identify some of the specific areas of expertise required to become a forensic accountant. We will then first delve deeper into the art of document analysis & handwriting analysis.
Business Valuation: Asset Approach
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Online
1.00 Credits
Member Price: $39
This course provides a comprehensive introduction to the business valuation process, beginning with key terminology, professional standards & the rules that guide the appraisal profession. Participants will explore the three primary approaches to value-- Asset, Income & Market-- before focusing in depth on the Asset Approach. The course examines when & why this method is used, its advantages & limitations & how to apply it effectively in real-world scenarios. Through practical examples & clear explanations of each of the three methods within the Asset Approach, learners will gain both the confidence & competence to apply valuation principles in their professional practice.
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.
