WICPA CPE & Special Event Catalog
Google Gemini Deep Dive Hands-on Bootcamp for CPAs
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Online
2.00 Credits
Member Price: $89
Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put Google Gemini AI to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of Gemini on your computer. Practice files will be provided so that you don't have to expose your confidential data. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Making Effective Decisions When You Can't Get What You Want
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Online
2.00 Credits
Member Price: $89
Even if managers have incomplete information or constraints, they still must make choices. This session provides advice for navigating rocky decision-making terrain encountered by managers who must make choices despite imperfect information and/or constrained resources. We explore ways to leverage available information to make effective decisions when seemingly critical details cannot be obtained. We also illustrate managerial accounting techniques for optimizing profitability when inputs or resources are constrained by supply chain disruptions or other limitations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Governing Agentic AI: Cybersecurity, Data & Risk
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Online
2.00 Credits
Member Price: $119
As accounting firms and financial institutions deploy agentic AI, they face significant governance challenges. This course focuses on cybersecurity, data governance and risk management practices essential for the safe and effective use of autonomous systems. Participants will examine frameworks such as NIST AI RMF and the CSA's red-teaming guidelines, as well as case studies on AI-powered cyber incidents. The course equips professionals to assess agentic system vulnerabilities, implement controls and integrate risk insights into enterprise compliance strategies. This course equips CPAs to fulfill their oversight responsibilities in safeguarding financial data and ensuring the reliability of autonomous systems within the enterprise's control environment.
Business Tax Update: OBBA & Recent Developments
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Online
2.00 Credits
Member Price: $89
A discussion of the latest tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How AI Fits into the Accounting World
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Online
2.00 Credits
Member Price: $89
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Analytical Procedures for Nonprofits
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Online
2.00 Credits
Member Price: $89
Strong analytical procedures are critical for evaluating the fair presentation of financial statements. In addition, Financial statements are only as good as the information & trends that they produce for operational, strategic, or compliance purposes. This course will provide insights into how to determine the strength & efficiency of nonprofits in achieving objectives & knowledge to improve the analysis of the fair presentation of a nonprofit's financial statements.
International Tax Treaties
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Online
2.00 Credits
Member Price: $89
This course presents an overview of tax treaties & how they are used in structuring transactions & determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws & the purpose of the tax treaties in avoiding & eliminating double taxation to promote trade & investment. The participant will learn about planning opportunities to contemplate when structuring foreign operations. 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 & submit to kori.herrera@acpen.com.
Becoming Conflict Competent
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Online
2.00 Credits
Member Price: $89
Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles and build constructive behaviors to manage conflict. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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 Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA & Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
The best leaders are always ethical. Every great leader has heart & readily shows that they care. What is the true value of a trustworthy leader? Why do we need trustworthy leaders? How do we examine ethical issues: what is the process? Trust provides a safety net that enables innovation to flourish. Be the best leader you can be by caring about others & remaining ethical. Ethics is fundamentally how we treat others. Do we measure up to that standard?Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Member Price: $89
Not-for-profit organizations encounter distinct accounting complexities. This course provides an introduction to the financial statements & specialized accounting principles relevant to nonprofits. Attendees will explore key topics such as net assets, agency transactions, contributions & endowments, focusing on the unique transactions & account balances that define not-for-profit accounting.
Managerial Accounting: Your Prescription for Better Decision Making
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Online
4.00 Credits
Member Price: $149
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors.
Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $55
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0 and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Internal Controls That May Have Prevented Fraud
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Online
2.00 Credits
Member Price: $89
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished & consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts.
Mergers & Acquisitions: Complete Guide to Relevant Issues
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Online
2.00 Credits
Member Price: $89
Arthur Werner will provide financial professionals with the information their teams will need to successfully plan & execute mergers & acquisitions. For major topics covered, see below. This course may be customized or tailored based on the needs of your organization. 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 & submit to kori.herrera@acpen.com
Critical Thinking Skills: Prevent Mistakes Now
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Online
2.00 Credits
Member Price: $89
What were they thinking? Why do some people make horrible decisions that severely damage themselves & their organizations? It is tempting to assume that a poor choice must be due to a leader's incompetence, inexperience, bad character, or low intelligence: but such easily attributed factors generally aren't the true cause when leaders blunder. In such situations, many turn to finance & accounting professionals for evaluation, answers, remedies & solutions for improved decision-making.
Ethics & Technology for CPAs
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Online
2.00 Credits
Member Price: $89
Explore the ethical principles included in the Code of Professional Conduct that address the emerging practice issues created by new technologies. Consider how technologies may impact audit quality and the integrity of the financial systems and whether they create a need for CPAs to adjust their skill sets to address those challenges. Look at the potential ethical challenges created by the data related to privacy, security and its application. Discuss the changes being proposed to address emerging ethics challenges. 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.
What's Behind the Data?
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Online
2.00 Credits
Member Price: $89
We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans and Hans Rosling. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Online
4.00 Credits
Member Price: $159
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions and on the other hand, they need the best skills to motivate, manage and lead people. Being pigeonholed into one area or another is neither good for career building nor good for the organization. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.
Surgent's Ethics for the Industry Accountant
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Online
4.00 Credits
Member Price: $159
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, our firms and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations with a focus on dilemmas that may face CPAs in the industry. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
