WICPA CPE & Special Event Catalog
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.
Mastering Communication Skills for the CPA
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Online
2.00 Credits
Member Price: $89
Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert, but could enhance the delivery of written & spoken words. This course is designed to help CPAs improve their written & verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned From more than two decades of experience communicating myriad topics to a variety of audiences.
Introduction to Yellow Book
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Online
2.00 Credits
Member Price: $89
Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS), commonly referred to as the "Yellow Book," involves additional reporting, ethics & performance requirements that go beyond those outlined in AICPA Generally Accepted Auditing Standards (GAAS). This course provides an overview of the guidance found in the Yellow Book & explores its relationship with the AICPA Code of Professional Conduct. Participants will gain an understanding of the unique CPE requirements for GAGAS engagements & review the Yellow Book standards for financial statement audits, with a focus on ethical principles & independence. This course is designed to equip professionals with the foundational knowledge needed to navigate the complexities of Yellow Book engagements effectively.
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.
Generative AI Strategy for Accountants
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Online
2.00 Credits
Member Price: $89
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude and Gemini transform business practices, accountants will learn to harness these tools to drive value, streamline processes and enhance decision-making. Through examination of the current AI landscape, practical frameworks and real-world applications, participants will learn how to leverage AI technologies to enhance accounting operations while maintaining professional standards and ethical considerations. The course emphasizes a balanced approach to AI adoption that focuses on augmenting human capabilities rather than replacement. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Executive Presence, Personal Brand: Structure Your Narrative
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Online
1.00 Credits
Member Price: $55
Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition and a concise executive biography. Participants will analyze how credibility is established through clarity, relevance and alignment with audience needs. The course emphasizes service-centered communication rather than self-promotion and provides structured guidance for refining professional messaging in leadership and client-facing contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
SECURE Act 2.0: What You Need to Know
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Online
1.00 Credits
Member Price: $39
Signed by President Biden on December 29, 2022 as part of the Consolidation Appropriations Act, this program provides an explanation of the Secure Act 2.0 provisions impacting individuals & business taxpayers. Learn what you need to know for this filing season & how to plan for future years for your clients. 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.
Revenue Recognition in an Environment of Uncertainty
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Online
2.00 Credits
Member Price: $89
Applying Topic 606 in an environment of uncertainty can be especially challenging. This course will discuss the proper application of the revenue recognition model when facts & circumstances are changing.
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions and probe possible weaknesses in criminal tax investigations. 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 Working Remotely: Best Practices, Challenges & Opportunities
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Online
2.00 Credits
Member Price: $99
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency and greater employee satisfaction. Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This course looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning.
The Controllership Series: Financial Statement Preparation
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Online
2.60 Credits
Member Price: $99
One of the important roles of any member of the financial team. Including the controller, may be involvement in the preparation of the company's financial statements. Even if that responsibility falls within the office of the CFO, the controller & other finance personnel must understand how their transitions recorded impact the financial statements. Financial statements (or financial reports) are formal records of the financial activities & position of a business, person, or other entity. Relevant financial information is presented in a structured manner & in a form which is easy to understand. They typically include four basic financial statements accompanied by a management discussion & analysis: A balance sheet or statement of financial position reports on a company's assets, liabilities & owners' equity at a given point in time. An income statement may have varying names including profit & loss report (P&L report), statement of comprehensive income, or statement of revenue & expenses. These report on a company's income, expenses & profits over a stated period. A profit & loss statement provides information on the operation of the enterprise. These include sales & the various expenses incurred during the stated period. A statement of changes in equity or "statement of equity" also called "statement of retained earnings" reports on the changes in equity of the company over a stated period. A cash flow statement reports on a company's cash flow, particularly its operating, investing & financing activities over a stated period. A balance sheet represents a single point in time, where the income statement, the statement of changes in equity & the cash flow statement each represent activities over a stated period. For large corporations, these statements may be complex & may include an extensive set of footnotes to the financial statements, management discussion & analysis & supplementary information. The notes typically describe each item on the balance sheet, income statement & cash flow statement in further detail. Notes to financial statements are considered an integral part of the financial statements.
Introduction to Ethics & Professional Skepticism
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Online
2.00 Credits
Member Price: $89
Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities and rationalizations that lead to instances of fraud. In addition, this class will walk through some interactive examples to illustrate various scenarios of noncompliance during engagements. 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 If Your Client Didn't Take Reasonable Compensation
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Online
1.00 Credits
Member Price: $55
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Fraud & Financial Distortion: What May Be Hiding Behind the Numbers
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Online
2.00 Credits
Member Price: $89
Financial statements are intended to communicate the financial condition of an organization, but the numbers themselves are only a translation of underlying business operations. When financial professionals focus solely on the accounting presentation without understanding the operational realities behind those numbers, significant risks, distortions, or even fraud can go undetected. This course explores how CPAs, auditors, controllers & financial analysts can apply operational thinking when reviewing financial information. Participants will learn how to translate financial results back into operational language & evaluate whether a business model is plausible. Through practical examples & real-world case studies, the program highlights warning signs that may indicate financial distortion or misrepresentation. The session equips participants with practical questions & analytical tools to help identify what may be hiding behind seemingly reasonable financial statements.
K2's Productivity Life Hacks
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Online
2.00 Credits
Member Price: $89
Today's busy professional has an ever-expanding workload, but delivery timelines are decreasing. We have more meetings, more emails & more work projects. Outside of work, we have increased family & social obligations. Simply, there aren't enough hours in the day to get everything done. We all could benefit From an extra hour of productivity throughout the day. Effectively using technology in your personal & business life is a great way to get more mileage out of your day. This course will look at 10 different tools or services that can make your life easier or take the headache out of mundane tasks. We will look at tools that simplify scheduling appointments, take the hassle out of tracking time, improve data sharing between applications & more. Participants will leave this class with tips & tricks on shaving hours of time per week.
Supporting Mental Wellness to Thrive in Work & Life
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Online
2.00 Credits
Member Price: $89
In today's fast-paced world, maintaining a healthy work-life balance is essential for mental wellness. This course is designed to provide practical tools and strategies to help you create a balanced, fulfilling life. You'll learn actionable techniques for improving sleep hygiene, incorporating proper nutrition, fostering open communication and managing stress. Whether you're struggling with burnout, seeking better work-life harmony, or simply looking to improve your overall well-being, this course offers valuable insights and tools to help you thrive. Designed to fit into your busy schedule, it delivers the guidance you need to make practical, sustainable changes in your life, starting today. 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 Data at 30,000 Feet: Traveling Smart with Client & Personal Information
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Online
2.00 Credits
Member Price: $119
Whether you're heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we'll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and applicable laws. We'll examine how data can be accessed — legitimately or maliciously — by third parties during travel and offer practical strategies to minimize risk, from using loaner devices and mobile device management to coordinating with IT before departure. The session includes current border search rules, international considerations and actionable tips for staying secure in transit.
Surgent's Excel Shortcuts for Accountants
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Online
2.00 Credits
Member Price: $99
This webinar presents a variety of time-saving ideas, shortcuts and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding rows or columns, illustrate how to quickly navigate to other workbooks and files and demonstrate using Excel with styles.
Inventory Observation: Cretaceous Conservatory Simulation
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Online
3.00 Credits
Member Price: $109
Step into the heart of the Cretaceous Conservatory for an unforgettable inventory observation adventure! In this immersive simulation, you'll travel to a remote island where the inventory isn't just vast, it's alive. As an auditor responsible for ensuring accuracy in the company's dinosaur-development operations, you'll face wild risks, navigate complex inventory procedures & confront the unexpected. Through hands-on scenarios, you'll learn to identify misstatements, evaluate unique inventory challenges & apply standard observation techniques all while staying one step ahead of potential disaster. Can you survive the wilds of the Cretaceous & emerge as the ultimate inventory explorer, or will the risks prove too much to handle?
The Preparation of Form 706: Line-by-Line
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Online
3.00 Credits
Member Price: $109
Preparing Form 706 requires a detailed understanding of estate taxation, valuation rules & compliance requirements. This course provides a step-by-step breakdown of Form 706, helping tax professionals accurately report estate taxes while ensuring compliance with IRS regulations. Participants will explore key components, including gross estate calculations, deductions, tax computation & portability elections. With real-world examples & practical guidance, attendees will gain confidence in preparing Form 706, even in complex scenarios. This course will also cover any recent legislative changes introduced by the new administration & their impact on estate tax planning & compliance. 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
