WICPA CPE & Special Event Catalog
The Original Secure Act & Secure Act 2.0 Retirement Planning Strategies
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Online
4.00 Credits
Member Price: $129
Congress was EXTREMELY busy. There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master. This course will provide the participants with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients' retirement planning needs. **Please Note: If you need credit reported to the IRS for this IRS-approved program, please download the IRS CE request form on the Course Materials Tab and submit it to kori.herrera@acpen.com.
The Controller Function: Inventory Part II: Valuation, Inventory Methods & Inventory Fraud
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Online
1.50 Credits
Member Price: $59
This course is one of the courses dedicated to our Controllership Series. This series of courses is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we continue our discussion on inventory from segment one. This specific segment focuses on areas of inventory valuation, the types of physical inventory methods and inventory fraud. These areas are critical for the controller to have a strong comprehension of and also participate in the development of policies and procedures.
Employment Law 101
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Online
1.00 Credits
Member Price: $39
Review of the major employment laws governing the workplace, when they are triggered and key compliance aspects under each law. This presentation is designed to give viewers enough information to issue spot when matters arise in the workplace.
Accounting for Leases
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Online
2.60 Credits
Member Price: $89
In February 2016, FASB issued ASU 2016-02, Leases, which provides new guidelines that change the accounting for leasing arrangements. To be able to properly account for leases, financial professionals must understand ASU 2016-02 (also referred to as Topic 842). This guidance covers information on how leases should be accounted for. The previous leasing standard (ASC 840) had been in existence for almost 40 years. Under ASC Topic 842, lessors continue to classify leases as operating, direct financing, or sales-type. While lessees now classify leases as operating or financing leases. Previous guidance only required capital leases to be reflected on the BS. The new guidance requires all leases to be reflected on the BS. This is a major change for organizations and will cause their balance sheets to swell as leases must now be disclosed on the balance sheet. The standards original effective dates were prior to 2019. In April 2020, due to COVID-19, FASB voted to defer the effective date for ASC 842 for private companies and certain not-for-profit's for one year. For private companies and private not-for-profits, the leasing standard will be effective for fiscal years beginning after December 15, 2021 and interim periods within fiscal years beginning after December 15, 2022. For public companies the leasing standard is effective for fiscal years beginning after December 15, 2019, including interim periods within those fiscal years. The course covers elements of lease classification for both lessees and lessors. Also, numerous examples are incorporated as reference.
Analytical Procedures for Nonprofits
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Online
2.00 Credits
Member Price: $79
Strong analytical procedures are critical for evaluating the fair presentation of financial statements. In addition, Financial statements are only as good as the information and trends that they produce for operational, strategic, or compliance purposes. This course will provide insights into how to determine the strength and efficiency of nonprofits in achieving objectives and knowledge to improve the analysis of the fair presentation of a nonprofit's financial statements.
Global Internal Audit Standards (GIAS) Domain V: Part I
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Online
2.00 Credits
Member Price: $79
The new Global Internal Audit Standards were released on January 9, 2024 and 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 and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
Avoiding Legal Liability & Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping & Preparing Financial Statements
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Online
4.00 Credits
Member Price: $129
The majority of peer review deficiencies and malpractice claims result from nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns.
ABC Trust Planning & the Portable Exclusion 26-27
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Online
8.00 Credits
Member Price: $329
The One Big Beautiful Bill has removed much of the uncertainty concerning the estate tax exclusion. Nonetheless, clients still need to address: the estate, gift, generation-skipping, income and property tax implications of estate plans; the pros and cons of relying on the portable exclusion to avoid estate tax; and strategies to benefit non-citizen spouses. In this course, we examine the role of the marital deduction and Survivor's Trusts ("A" trusts), ways to maximize planning opportunities by building flexibility into the modern estate plan, the qualitative and quantitative implications of various strategies affecting blended families, whether to use Bypass ("B") Trusts, QTIP ("C") trusts, or qualified domestic trusts (QDOTs) and whether to file a Form 706 when it's not required.
Accounting Fraud 26-27
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Online
8.00 Credits
Member Price: $329
Gain an understanding of the concept of fraud, the Fraud Triangle theory, fraud risk, fraud detection and prevention. Learn about best practices in fraud detection and fraud deterrence. This course includes real-world cases of fraud, how they were perpetrated and how they were detected.
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.20 Credits
Member Price: $39
This session provides HR Professionals with scripts for and tactics for coaching leaders in handling an array of employee relations situations with sensitivity, good judgment and high confidence. Topics include employee complaints, personality & attitude problems, performance counseling, personal hygiene problems, disability-related performance issues, misconduct due to mental conditions. You will learn how to use a unique process, "Reset the Clock," that prevents attorneys from taking something leaders did wrong or did not do in the past and using it to support legal challenges in the future. Liability is replaced with credibility. Lawsuits are then avoided rather than won. Financial assets are protected, morale stays high and bad publicity is averted. HR Professionals avoid hearing from senior leaders: "You should have anticipated this" after an avoidable legal claim.
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
Member Price: $129
Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review Ten Steps for keeping your financial toolbox full.
The Competent Accountant: Mastering the Role of the Controller/ CFO
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Online
4.00 Credits
Member Price: $129
How do you raise your skills to the next level to master the Controller or CFO role? Welcome to a course that provides insights that align the CGMA Competency Framework. The course will examine each of the areas: Technical, Business, Leadership and People to increase your competency. How are your technical skills? Are you a traditional accountant or have you learned to expand your technical skills to go beyond "what are the financial numbers?" to "why did these financial results occur?" Are you able to use ratios to understand the business dynamics and the implications to change course or take corrective action? Are the systems that you implement and operate best practices or merely stop-gap solutions? How are your business skills? Can you set a vision? Can you develop a strategy? Do you understand the macroeconomic environment of your organization? Can you lead a major project to a successful conclusion? This session will explore the role of business as opposed to tracking the results of the business. How are your people skills? How good is your ability to influence others? How are successful are your negotiation skills? How well can you communicate? Are you a collaborator or a partner? This section will help accountants understand that it is people skills that drive the overall success of the accounting operations. Finally, how are your Leadership skills? Do you inspire staff or make them angry? Do you know why your staff work for your company and you? Do you understand what employees want from their position? Do you know how to deal with a difficult staff person? Can you lead difficult change? This session will help you recognize what leadership truly is as opposed to what passes for day to day management.
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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Online
4.20 Credits
Member Price: $129
Welcome to a course that makes the process of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide an intensive overview of the M&A process. Focus will be on practical techniques to guide you through the M&A jungle and avoid the traps that have befallen many organizations.
The Yellow Book: From Beginning to End
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Online
8.00 Credits
Member Price: $225
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 and 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.
Forensic & Fraud Interviewing Techniques & Skills
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Online
2.20 Credits
Member Price: $79
In forensic accounting, interviewing is used to obtain important information from witnesses and suspects. An important aspect is the ability of investigators to obtain accurate and reliable information from victims, witnesses and the suspects or any interviewee. The interview process is an essential part of information gathering for any investigation. The importance of improving the quality of the interviewing with the potential for visual recording of all interviews should be placed high on the agenda of all organizations across the globe. A properly conducted forensic interview can result in an extreme benefit regarding collection of information. The interviewer's role is to develop a full understanding of the facts. There is a distinct difference between a forensic interview and a criminal interrogation. Typically, forensic auditors will not be involved in interrogations. The Canadian or U.S. forensic accounting profession does not have a standardized interview model to truly equip its professionals with the interview tools required to elicit confessions ethically. Majority of their skills are developed through experience and not through a standardized model of training. This session focuses on various interview concepts and methods.
Clarifying Risk Assessment - SAS 145 & Beyond 26-27
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Online
4.00 Credits
Member Price: $175
This course is designed to refresh your understanding of the critical importance of risk assessment in the audit practice. We'll briefly discuss the impact of AICPA's Clarity Project for audits and the need to update firm processes to incorporate the risk assessment standards. Participants may alternatively need to fine-tune an implementation of the risk assessment standards. These standards are designed to eliminate the connect-the-dots methodology of checklist auditing and add critical thinking back into the audit process. They remain a problem area for many firms, resulting in engagement and peer review deficiencies. This course has been updated to include a more in-depth discussion of SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement. We will break down this complex and misunderstood subject with an easy-to-understand approach.
Form 5500 Annual Update 2026
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Online
4.00 Credits
Member Price: $175
It's essential to stay current on Form 5500 filing rules and requirements. Get a practical review of Form 5500, including 5500SF and 5500EZ. We'll discuss the changes for 2025 and how different government agencies use the form to target enforcement efforts. We'll review the related schedules, how to report late contributions and what to do if your clients miss a filing deadline.
Small Business Risk Avoidance
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Online
4.00 Credits
Member Price: $129
Enterprise Risk Management for SMEs
ABC Trust Planning & the Portable Exclusion 26-27
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Online
8.00 Credits
Member Price: $329
The One Big Beautiful Bill has removed much of the uncertainty concerning the estate tax exclusion. Nonetheless, clients still need to address: the estate, gift, generation-skipping, income and property tax implications of estate plans; the pros and cons of relying on the portable exclusion to avoid estate tax; and strategies to benefit non-citizen spouses. In this course, we examine the role of the marital deduction and Survivor's Trusts ("A" trusts), ways to maximize planning opportunities by building flexibility into the modern estate plan, the qualitative and quantitative implications of various strategies affecting blended families, whether to use Bypass ("B") Trusts, QTIP ("C") trusts, or qualified domestic trusts (QDOTs) and whether to file a Form 706 when it's not required.
Accounting Fraud 26-27
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Online
8.00 Credits
Member Price: $329
Gain an understanding of the concept of fraud, the Fraud Triangle theory, fraud risk, fraud detection and prevention. Learn about best practices in fraud detection and fraud deterrence. This course includes real-world cases of fraud, how they were perpetrated and how they were detected.
