WICPA CPE & Special Event Catalog
The Controllership Series: Managerial Accounting Basics & Costs
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Online
1.20 Credits
Member Price: $39
Managerial accounting provides economic & financial information for managers & other internal users. Managerial & Financial Accounting have similarities & differences. Each field of accounting deals with the economic events of a business. Both managerial & financial accounting require that a company's economic events be quantified & communicated to interested parties. This another course in our series on the controller's role. The controller's role encompasses many traditional functions. Within this segment of our controllership series, we discuss the area of managerial accounting & the basic concepts that surround this discipline as it primarily relates to cost accounting issues.
Tax Depreciation: Review & Update
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Online
2.00 Credits
Member Price: $89
A discussion of recent law changes that impact capitalization, depreciation and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Revenue Recognition for Private Entities 26-27
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Online
4.00 Credits
Member Price: $175
Revenue involves significant risks that warrant special consideration during audits. The Financial Accounting Standards Board (FASB) has issued a new standard—"Revenue from Contracts with Customers" that replaces most industry-specific revenue recognition requirements in US GAAP. A new principles-based, five-step revenue recognition model now applies. Recent disclosures of qualitative and quantitative information, significant judgments and changes in judgments are also required. New systems, processes and controls may be needed. Poor design or implementation may pose heightened risks of material misstatement, including those due to fraud.
101 Tax Planning Ideas 26-27
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Online
8.00 Credits
Member Price: $329
The need for individual tax planning has never been greater. After passage of the One Big Beautiful Bill (OBBB), exclusions from income, above-the-line deductions and credits will play a critical role in tax planning, but the changes to business, itemized and exemption deductions must also be considered. This course reviews the different types of planning and essential planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.
Internal Controls: Strengthen Security, Efficiency & Employee Conduct 26-27
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Online
8.00 Credits
Member Price: $329
Business leaders often view an internal control system as a security measure. However, a well-designed system can also drive entity objectives. Learn to design a robust and well-supported system, leveraging years of experience and key concepts from authoritative pronouncements and frameworks. Explore strategies to address new business challenges, including evolving markets, rapid changes in business and increasing governmental and industry-based regulation. This course is for anyone working with internal controls.
Living Trust Administration Workshop 26-27
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Online
8.00 Credits
Member Price: $329
Gain hands-on knowledge while focusing on the trust administration process on the death of the single settlor and the first spouse in a joint settlor trust. In today's estate tax environment, with a change of the exemption in 2026, the answers to core questions concerning whether to file an estate tax return, make a portability election or make a QTIP election may surprise you. Learn what clauses to look for in the trust; when and how to make portability and QTIP elections; when to use the "Delaware Tax Trap" in place of QTIP election: how to educate the client concerning trust administration; and how to deal with assets outside the trust. Using checklists and forms, understand how to create a practical system for administering the living trust after death.
Predicting the Future: 21st Century Budgets & Projections 26-27
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Online
8.00 Credits
Member Price: $329
We all make predictions in our personal and professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future. How can we use best practices and current research to improve our ability to predict the future" We will examine current best practices in forecasting to help us prepare better budgets and projections. We will also examine budgeting pitfalls and ways to avoid budget traps. We will discuss the risks that cause actual results to vary from our predictions and discuss methods to deal with both known and unknown risks.
How to Build a Custom AI Chatbot & GPT in Plain English
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Online
2.00 Credits
Member Price: $89
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems and NotebookLM, participants will learn to design, deploy and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Workforce Transformation & Talent Management in 2025
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Online
1.00 Credits
Member Price: $55
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus and People Acceleration. Drawing from success stories in manufacturing, healthcare and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs and building sustainable talent pipelines in an era of technological disruption and demographic shifts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controllers Role in Data Analytics & Big Data
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Online
1.50 Credits
Member Price: $79
Today's economy & all of the digital enhancements have impacted the way companies engage with their customers as well as how the company manages their internal practices. The business control function needs to keep pace. The rising importance of analytical capability is critical when defining the role of the modern controller. Execution of analytics can vary but there are still key questions that must be asked. What are the options & what we need to understand to decide the best way forward? This course focuses on the value that can be brought by the Controller when becoming involved with data analytics powered by technology & also Big Data. The digitized world we live in has made it important for the Controller function to evolve & take on this advanced task.
Sarbanes-Oxley Overview
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Online
1.60 Credits
Member Price: $79
Sarbanes-Oxley legislation. Although there have not been any changes in the legislative concepts of the law since its release in 2002, some aspects of executing the work have evolved. Sarbanes-Oxley was passed in 2002 & year one of attestation for publicly traded companies was 2004. Years later the legislation continues to challenge companies, auditors & compliance professionals when evaluating a company's control structure. SOX 404, although the most prominent, is only one of the many requirements covered under the legislation. In addition, the impetus of COSO 2013 has re-focused companies' efforts on evaluating their key controls. Companies must continually evaluate whether they have designed & identified the proper controls & have adequate tests in place to determine control efficiency. With the evolution of technology solutions, the impact of information systems changes must be continually evaluated to ensure controls are adequately addressed.
Leveraging Analytical Procedures to the Fullest on Audits: Case Studies in Strengthening Audit Evidence
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Online
2.00 Credits
Member Price: $89
Peer review deficiencies commonly relate to the design, documentation & evaluation of the results of analytical procedures. This course will provide examples of how to strengthen evidence resulting From preliminary, substantive & final analytics. It will reinforce the elements of strong analytical procedures that may enhance the quality of audits.
Introduction to Risk Assessment
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Online
2.00 Credits
Member Price: $89
Effective risk assessment is foundational to designing an appropriate audit response. This course introduces the audit risk model and provides an overview of the risk assessment procedures performed during engagements. Participants will review the components of the audit risk model and examine common risk assessment procedures, including inquiries, analytical procedures and observation and inspection techniques. Emphasis is placed on understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses. Designed for auditors seeking a structured introduction or refresher, this course builds foundational knowledge necessary for effective engagement planning and execution. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Gamed: Why Performance Targets & Incentives Fail & How to Fix Them
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Online
4.00 Credits
Member Price: $149
Targets can be a powerful catalyst for remarkable achievements: From landing humans on the moon to eradicating smallpox & repairing the ozone layer. However, poorly designed targets can have severe consequences, potentially leading to executive imprisonment, corporate collapse, or even loss of life. This course uses real-world examples & case studies to guide you through a practical, step-by-step process for crafting robust, effective & credible targets for your organization. You'll learn how to harness the positive potential of targets whilst avoiding the pitfalls that can derail even the most well-intentioned performance initiatives.
Microsoft Teams for CPAs: Unlocking Its Full Potential
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Online
2.00 Credits
Member Price: $89
Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review and demonstration of the key features of Microsoft Teams that you can harness to optimize the return on your Microsoft 365 investment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Business Valuation Fundamentals
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Online
1.00 Credits
Member Price: $39
This course provides a practical overview of business valuation, guiding participants through the key concepts, methodologies & considerations involved. You will explore the types of valuation reports, the standards governing their preparation & the step-by-step process of transforming raw data into actionable insights. The course also examines how the intended purpose of a report can influence its conclusions & offers strategies for valuing minority interests. By the end of the course, participants will gain a clear understanding of how to read, interpret & apply business valuation reports effectively.
AICPA's New SSTS #4: New Ethics Standard for Tax Resolution
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Online
1.00 Credits
Member Price: $55
This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case studies, you'll gain a deeper understanding of how to navigate ethical challenges while maintaining compliance with professional standards. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
The Controllership Series: The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Member Price: $39
Pro forma statements are used by businesses to make decisions on planning & control, as well as for external reporting to owners, investors & creditors. For example, giving financial estimates for a given period in a standardized manner is known as "presenting pro forma," a Latin phrase that means "as a matter of form." Pro forma statements can be helpful tools for business owners, investors, creditors, or decision-makers to analyze various scenarios of future events based on certain financial assumptions. It might aid in making predictions performance of the company. A pro forma income statement displays a firm's anticipated sales & revenue. It also highlights anticipated fixed or variable operational expenses and, in the end, displays the potential profits & retained earnings for a future financial quarter. There are various types of pro-forma statements & methods to develop them. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years. However, the creation of pro forma financial statements is still a core part of their responsibility.
Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $89
Discover critical insights From the latest Department of Labor studies on employee benefit plan audits & tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality & explores the underlying causes of these issues. Through practical strategies, engaging case studies & regulatory guidance, participants will learn how to close gaps in compliance, enhance audit execution & protect plan participants & beneficiaries. Whether you're an experienced auditor or new to benefit plan audits, this course will equip you with the tools needed to elevate audit quality & ensure regulatory compliance.
Navigating IRS Correspondence: Responding to IRS Letters
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Online
2.00 Credits
Member Price: $89
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
