WICPA CPE & Special Event Catalog
The Ethics Hour: Dealing With Conflicts of Interest: Members in Business & Industry, featuring Don Minges
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Online
1.00 Credits
Member Price: $39
Often a simple situation may seem innocent, but it can lead to large complications quickly. Conflicts of interest are unavoidable and occur frequently for CPAs in business and industry. What will you do when they happen? Will you take the necessary steps to remain ethical and to protect your license? We will show you how in detail. You and I have a responsibility to our organizations and to the public to be ethical. If you do not follow the prescribed steps, as detailed in the Code of Professional Conduct, there will be problems. Do not forget your duty to the public.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
HR Investigations: Episode 3: Gathering-Analyzing-Reporting
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Online
1.00 Credits
Member Price: $39
Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for gathering and analyzing evidence and reporting the investigation results. Attendees will end the session with takeaways to immediately implement in future HR investigations. Three of three Episodes in the series.
Roadmap to Ethical Decision Making
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Online
2.00 Credits
Member Price: $79
Practitioners need to exercise caution to ensure they maintain independence as they assist their clients with reviews, audits and compilation engagements. This course provides a roadmap to best practices and guidance provided by the AICPA's Code of Professional Conduct and analyzes and applies it to actual scenario-based case studies, providing accounting professionals with ethical standards to integrate into their practices.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
Member Price: $79
The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession today. Over half of the engagements reviewed by the AICPA failed to meet the requirements of AU-C 230, highlighting a critical need for improvement. This course addresses common misconceptions about audit documentation and provides actionable strategies to overcome these deficiencies. Attendees will learn best practices to ensure compliance with professional standards, enhance audit quality and mitigate risks associated with poor documentation. Whether you are an experienced professional or new to auditing, this course will help you strengthen your documentation practices and uphold the highest standards of the profession.
Listening to the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $79
This course will allow you to get reacquainted with the statement of cash flows. We will refresher your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements.
Topic 842: FASB's Lease Accounting Standard Update
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Online
2.00 Credits
Member Price: $79
It's a whole new world for lessees under ASC topic 842. Soon nearly all leases will need to be disclosed as a liability on the balance sheet: from buildings right down to autos and copiers. Although the greatest impact will be on large entities, this will affect the financial statements of small and mid-size entities as well. This program will dive into the new standard on leases, effective dates and address what you need to know now.
Gamed: Why Performance Targets & Incentives Fail & How to Fix Them
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Online
4.00 Credits
Member Price: $129
Targets can be a powerful catalyst for remarkable achievements: from landing humans on the moon to eradicating smallpox and 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 and case studies to guide you through a practical, step-by-step process for crafting robust, effective and 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.
Installment sales: Maximize Tax Benefits & Stay Compliant
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Online
1.00 Credits
Member Price: $55
This course explores the complex rules of installment sales, with a focus on their tax treatment and strategies to maximize the benefits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
AICPA Statements on Standards for Tax Services: Ethical Considerations
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Online
2.00 Credits
Member Price: $79
The AICPA revised the Statements on Standards for Tax Services, providing the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024. This course does not quality for IRS credit.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Auditing, Assurance & Ethics Update for Governments & Not-for-Profits
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Online
3.00 Credits
Member Price: $175
You'll learn about changes to the auditor's report and other new auditing standards and understand common deficiencies in audits.
Surgent's Mastering the Basics of Inventory Accounting
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Online
4.00 Credits
Member Price: $159
While many entities maintain inventory, they are often challenged when applying the complexities of inventory accounting. The goal of this course is to provide a detailed overview of inventory accounting concepts that can be applied to a variety of inventory types. The course will cover the basics of inventory capitalization, for both book and tax, as well as the basic inventory valuation methods, LIFO, FIFO, weighted average and specific identification. Then the course will give a more detailed review of the LIFO and retail methodologies. It will cover the topics of inventory obsolescence reserves and other issues related to inventory accounting, including a discussion of how COVID-19 has impacted these accounting considerations. This course will be the one-shop stop to get you up-to-speed on the accounting for this critical, revenue-producing asset.
Microsoft 365: Save More Time, Make More Money
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Online
4.00 Credits
Member Price: $149
Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 deployment. Discover how to leverage the Microsoft 365 suite of applications to unlock new efficiencies and opportunities within your business organization or CPA firm. Don't miss this chance to supercharge your operations with cutting-edge tools! Whether you are working in public practice or business and industry, this event will provide you with a return on investment many times greater than your investment to attend. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Bottom Line on the New Lease Accounting Requirements
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Online
4.00 Credits
Member Price: $225
Basic accounting, financial reporting and disclosure requirements under FASB ASC 842, *Leases* are explained for accounting and finance professionals.
Annual Update for Not-for-Profit Accountants & Auditors 2025
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Online
8.00 Credits
Member Price: $239
The Not-for-Profit Advisory Committee (NAC) has been meeting with FASB to discuss the impact of various standards on the nonprofit community. We'll look at the work of the NAC and the impact they've had. We'll then transition to the Accounting Standards Updates (ASUs) issued by the FASB that impact nonprofit entities. We'll review year 2 considerations of the leases standard. We'll also review common nonprofit deficiencies identified in peer review. Once we've wrapped up the accounting update, the course shifts to the audit side of the house with a look at what's going on at the AICPA. We'll review the impact of the changes to group audits as the changes coming down the pike for quality management. This course will keep auditors up to date on the work of the ASB. 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 Industry Accountant Key Performance Metrics
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Online
8.00 Credits
Member Price: $279
This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.
AI & Accounting in Retail
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, and financial reporting. Drawing on real-world case studies from retail giants and small businesses alike, this course explores how AI technologies intersect with accounting workflows and outlines strategies to maintain accuracy, trust, and control in an AI-driven marketplace. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Google Gemini AI for Accountants
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
HR's Role in Business Evolution: Strategy, Finance & Growth
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Online
2.00 Credits
Member Price: $39
This course is tailored for business leaders and HR professionals who want to enhance their strategic management skills and create actionable plans for success. You'll learn the overall strategic management process, how to develop both simplified and detailed business and strategic plans and the crucial role of corporate culture, leadership and staff development in driving or hindering strategic outcomes. Additionally, you'll explore how to leverage ChatGPT (Generative AI) as a powerful tool to improve your performance as a key business partner to the management team, helping you make data-driven decisions and enhance organizational effectiveness.
Ethics & Civility in the Workplace
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Online
2.00 Credits
Member Price: $89
The issue of civility, or lack thereof, has garnered much attention from leaders, Human Resource professionals and employees at large. The cost of incivility is high not only to the bottom line but to the human spirit. This webinar, based on ethical principles and values, is designed to look at the fundamental relationship skills that foster workplace civility. Understanding that workplace civility is far more than manners, we will dive into behaviors that help promote a workplace where each individual feels respected and valued. 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.
Surgent's Establishing State Residency & Saving Your Clients Money
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Online
2.00 Credits
Member Price: $99
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients seeking to establish residency in a new jurisdiction. Cash-strapped states are increasingly attempting to assess taxpayers who have declared domicile and residency elsewhere, for example in Florida, to maintain their diminishing tax base. Arm your clients with the tools needed to save money by successfully establishing domicile and residency. As a practitioner, you can't afford to be unaware of the latest issues affecting so many relocating baby boomers and others. Avoid that state audit with the information provided in this entertaining webinar.
