WICPA CPE & Special Event Catalog
Your Guide to High-Quality Assurance & Exceptional Audits
Available Until
Online
3.00 Credits
Member Price: $99
Auditing can seem complex and overwhelming at first, with its intricate standards, regulations and risk assessments. Industry veteran Marty Van Wagoner simplifies the process and equips accountants and finance professionals with the knowledge they need to navigate audit evidence with confidence. Covering essential standards, PCAOB and AICPA guidance and recent regulatory changes, this course provides practical insights into risk assessment, audit procedures and the evolving role of technology in audits. With real-world examples and expert strategies, You'll gain the skills to conduct high-quality audits and enhance financial integrity. Stay ahead of industry changes and refine your auditing approach today! Please note that this product will expire either on 03/31/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.
2025 SEC & PCAOB Update: Comment Letters, Clawbacks & Oversight
Available Until
Online
4.00 Credits
Member Price: $99
Financial professionals and public companies should stay current on recent SEC and PCAOB standards to ensure compliance, improve disclosures and strengthen audit quality. John Fleming, Kaplan Financial Education discussion leader, explains the SEC's pay-versus-performance, cybersecurity and clawback rules, staff guidance on materiality and top comment-letter trends. He also reviews PCAOB standards covering audit evidence, analytical procedures, confirmations and quality-control requirements.
3-Statement Modeling
Available Until
Online
5.00 Credits
Member Price: $109
Being able to construct and balance a 3-Statement Modeling is a critical skill for many roles in accounting and finance. Including an income statement, cash flow statement and balance sheet helps to assess the financial health of a business. Connecting the balance sheet correctly can also help by adding an error detection system to highlight issues with the financial model. This course discusses model circularity in detail beginning with the advantages and disadvantages of building circular models. We review the two circular loops in the model and walk through the necessary steps to install a circularity switch. Important figures from the financial statements are summarized on an attractive model dashboard. We also review important print settings used to format the model as a polished financial presentation.
Accounting & Auditing for the Construction Industry
Available Until
Online
4.00 Credits
Member Price: $99
The construction industry faces many unique challenges to survive and remain profitable. These include specific accounting and reporting aspects for construction contracts and estimating project costs and profitability. Analyze revenue recognition under the percentage of completion method (including comparing current standards to the new FASB revenue standard) by exploring the underlying details. Reduce potential errors made using established concepts, including the shortfalls of the "cost to cost" method. Take a focused look at construction contractors' accounting, reporting and auditing. Discuss techniques and examples that provide a realistic audit approach for the contractor, including detailed auditing procedures for many types of contracts.
Add Cash Management to Your Fractional CFO Toolkit
Available Until
Online
1.00 Credits
Member Price: $49
Want to level up your advisory or fractional CFO services — Start with what clients care about most: cash flow. This session shows you how to turn cash flow management into a high-impact, high-value offering, while clarifying where your practice fits best across consulting, advisory and implementation. You'll learn how to spot your ideal clients, leverage cloud-based tools for smarter insights and stronger communication and price your services for both value and sustainability. It's practical, strategic and designed to help you scale your impact. You'll learn how to: Make cash flow management a core part of your value prop Choose the right service model for your firm Use modern tools to deliver insights clients actually use Package, price and position your services for growth Ideal for advisors ready to deepen client relationships and drive smarter business decisions. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.
Adding Personal Financial Planning Services to Your CPA Practice
Available Until
Online
2.00 Credits
Member Price: $69
Is it time to begin adding personal financial planning services to your existing practice? Gain the necessary skills to assess whether adding these services to your practice makes sense. This course examines the benefits and potential pitfalls of creating this type of entity; the skills of how to develop the appropriate infrastructure; and the appropriate type of entity and licensing requirements. We'll take a look at associating with appropriate financial services companies and professionals, staffing, technology, networking and other features of launching this new service, as well as the six steps of the financial planning process and how to apply them to each planning discipline. The webcast was originally broadcast on June 30, 2016. Note: There is a minimum passing rate of 70% for this course.
Advanced Excel Topics for Spreadsheet Power Users
Available Until
Online
8.00 Credits
Member Price: $199
Accountants and other business professionals who work in Excel extensively become very strong with many aspects of the ubiquitous spreadsheet application. In this course, we'll highlight many of the powerful tools found in Excel and provide details on how they are beneficial and used. Topics include data connectivity, advanced functions available for formula creation, Tables and PivotTables and charting tools. Many proficient Excel users only utilize a limited percentage of the available functionality when they work with spreadsheets, which is like tying one's hands behind his back. This session will help make participants "two-fisted" Excel users!
Advanced Strategies for Expert Deposition Testimony
Available Until
Online
1.00 Credits
Member Price: $49
This advanced-level course equips financial and forensic experts with the sophisticated strategies and ethical frameworks necessary to deliver compelling and credible deposition testimony in litigation. Taught by Brian Peter Brinig, JD, CPA/ABV, ASA, a nationally recognized expert witness and educator, the course focuses on the pivotal role of expert testimony in the discovery process and how experts can protect their credibility and professionalism under intense scrutiny. You'll explore the dual landscape of legal expectations and professional standards, including key guidance from the AICPA Code of Professional Conduct. Through real-world examples, tactical guidance and behavioral strategies, learners will understand how to manage deposition settings confidently, communicate effectively with attorneys and avoid common pitfalls that can undermine testimony. Topics include the distinction between the expert's role and the lawyer's role, pre-deposition preparation, advanced communication techniques, handling difficult questions and maintaining objectivity. This course is ideal for CPAs, forensic accountants, valuation professionals and other financial experts who may serve as expert witnesses in legal proceedings. Prerequisite Course: Expert Deposition Testimony 101
Advanced Techniques for Direct Examination & Surviving Cross-Examination
Available Until
Online
1.00 Credits
Member Price: $49
This advanced course equips CPAs and financial experts with the skills necessary to excel as expert witnesses in trial settings. Building on foundational testimony principles, you'll learn advanced preparation techniques, strategies for delivering persuasive direct examination and methods for withstanding the challenges of cross-examination. The program emphasizes courtroom demeanor, communication tactics, tactical defenses and adherence to professional standards, ensuring that expert testimony is credible, defensible and impactful.
AHI: Advanced Management & Leadership Essentials
Available Until
Online
2.00 Credits
Member Price: $69
This 2-hour mini course focuses on key leadership skills and situations commonly faced by managers. Participants will be encouraged to reflect on and challenge their current beliefs and approaches to managing and leading people. Leading Others Coaching & Developing Staff emphasizes prioritizing staff coaching and development in a post-pandemic work environment, including delegation for growth, delivering effective feedback and managing virtual employees. Building Leadership Communication Skills explores strategies to influence and lead others through effective communication in both one-on-one and group settings.
AHI: The Mindful-CPA
Available Until
Online
2.00 Credits
Member Price: $89
In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: The fundamental principles of Mindfulness, An 8-minute Mindfulness Practice to be done daily, Creative and fun ways to apply Mindfulness to work activities, Effective overall strategies to bring creativity, balance and energy to daily activities.
AICPA Employee Benefit Plan Fundamentals
Available Until
Online
10.00 Credits
Member Price: $239
This course provides a foundational understanding of employee benefit plans subject to audit under ERISA, helping you prepare to navigate the complexities of 401(k) plans. Explore the basics of ERISA This course offers a thorough understanding of 401(k) plans within the context of the Employee Retirement Income Security Act (ERISA). Your journey starts with an examination of the core objectives and effects of ERISA on 401(k) plans. Unveil the essentials of 401(k) plans Investigate the primary features of 401(k) plans, including eligibility rules, vesting schedules and definitions of compensation. Learn to recognize the crucial roles and responsibilities of various stakeholders who ensure plan integrity and protect participant interests. Immerse yourself in compliance, contributions and financial mechanics Understand the importance of the plan document and ERISA compliance and delve into tax considerations and compliance duties pertinent to the auditor. You'll gain insights into the workings of plan assets, such as contributions, loans and the variety of investment options within 401(k) plans. Comprehend the complexities of distributions, plan expenses and fee structures. Navigate the intricacies of 401(k) plans with assurance Grasp the unique financial reporting matters related to 401(k) plans, including Form 5500 and its connection to plan financial statements. Recognize the significance of SOC 1 reports in proving compliance and operational integrity and understand how ERISA Section 103(a)(3)(C) audits differ from traditional audits. This program is provided through our partnership with the AICPA. After completing this course, you'll receive a certificate and digital badge to showcase your new knowledge in this crucial area.
AICPA Fundamentals of ESG Certificate
Available Until
Online
6.00 Credits
Member Price: $310
Implications for the profession For CPAs and finance professionals, sustainability has quickly become a significant topic with profound impacts on the profession. Acknowledging the importance of sustainability issues in today's business environment is the first step toward adapting to the changes brought about by the increasing demand from stakeholders for sustainability information from businesses. Foundations of sustainability issues You'll delve into sustainability issues and opportunities to develop a high-level understanding of the key topics, including: The three pillars of sustainability Key bodies that have created appropriate reporting standards, guidelines, frameworks and requirements Recent developments in the sustainability reporting landscape Showcasing your new knowledge Upon completing the course, you'll receive a certificate and digital badge to demonstrate your new expertise in this evolving field. This certification program is provided through our partnership with the AICPA.
AICPA Fundamentals of Forensic Accounting Certificate
Available Until
Online
21.50 Credits
Member Price: $599
Gain a comprehensive understanding of financial forensics The Fundamentals of Forensic Accounting Certificate Program encompasses areas outlined by the AICPA's Body of Knowledge in financial forensics. This program is designed to introduce participants to financial forensics and familiarize them with the professional responsibilities of a forensic accountant. It provides essential knowledge in: The legal framework Planning and preparing for a forensic engagement Collecting information Conducting discovery Reporting findings Delivering expert testimony This online CPE self-study certificate program includes 19 mandatory modules that employ interactive scenario-based learning, featuring audio and video animations to guide you through the concepts. Those who successfully complete the entire curriculum will earn a digital badge that can be proudly displayed anywhere on the web personal blogs, social networks like LinkedIn, Facebook, Twitter, or Mozilla Open Badges, biographical pages on company websites, or online resumes. This certification program is provided through our partnership with the AICPA.
AI for Accountants: Recognizing Potential & Navigating Limitations
Available Until
Online
3.00 Credits
Member Price: $89
Finance professionals are ready to embrace the AI revolution and this course is key to success in this endeavor. Join experts Dr. Mfon Akpan and Dr. Scott Dell as they reveal how cutting-edge AI tools like ChatGPT and multimodal models can automate workflows, boost decision-making and unlock unmatched efficiencies in accounting. Learn to master the art of effective prompting, seamlessly integrate AI into your processes and navigate critical ethical considerations like data biases and privacy. Stay ahead of the competition, harness the power of AI and transform your role with innovation-driven strategies for the future!
AI Governance & Risk Management for Internal Audit
Available Until
Online
2.00 Credits
Member Price: $69
Internal auditors play a critical role in ensuring ethical, compliant AI adoption by promoting strong governance, clear accountability and lifecycle monitoring. Nick Ajmera, internal audit leader at an electrical utility, outlines board-level oversight, cross-functional committees and unified policies aligned to frameworks like ISO/IEC 42001 and NIST. He highlights key risks: bias, drift, privacy and explainability and recommends KPIs, vendor controls and monitoring tools to sustain effective AI governance.
Analytical Procedures: Methods & Evaluation
Available Until
Online
4.00 Credits
Member Price: $99
Analytical procedures evaluate financial information through the examination of plausible relationships among both financial and non-financial data. They also encompass such investigation, when necessary, of the identified fluctuations or relationships that are inconsistent with other relevant information or that differ from expected values by a significant amount.
An Analysis of Organizational Support for Telecommuting
Available Until
Online
0.00 Credits
Member Price: $49
Organizational support for alternative work arrangements (AWAs) is essential for the effective implementation of AWAs in public accounting, yet studies consistently suggest that such organizational support is lacking. Despite mass adoption of telecommuting (one type of AWA) during the COVID-19 pandemic, recent evidence suggests that firms vary greatly in the extent to which they plan to support telecommuting in the post-pandemic environment. Using a sample of 133 public accounting professionals, we explore whether several factors under the organization's control influence perceived organizational support for telecommuting and whether such support is linked with perceived career penalties from telecommuting usage and turnover intentions. Findings indicate that supervisor support for personal/family needs and procedural justice regarding telecommuting requirements are positively associated with perceptions of organizational support for telecommuting. Greater perceived organizational support for telecommuting is associated with both lower perceived career penalties from telecommuting usage and lower turnover intentions.
An Exploration of New Frontiers in Intelligent Technologies
Available Until
Online
0.00 Credits
Member Price: $49
Embark on an exciting journey to explore the captivating frontiers of intelligent technologies like RPA, AI, Machine Learning and Chat GPT. Witness the magic of process modernization, unveiling operational efficiency like never before. Brace yourself for a delightful tour of real-world examples, perks, ethical considerations, key features, seamless integration and emerging trends that will inspire you to revolutionize your organization with a smile. This session was recorded live at the CalCPA Governmental Accounting & Auditing Virtual Conference on April 25, 2024.
An Overview of Current Commercial Real Estate Depreciation Strategies
Available Until
Online
1.00 Credits
Member Price: $49
It can be challenging to ensure that your clients' have fully leveraged their fixed assets. Cost segregation is the beginning of a comprehensive tax plan and is key to maximizing tax benefits. To maximize tax savings on commercial real estate, cost segregation can be used thoughtfully in combination with multiple other strategies. By employing incentives like bonus depreciation, expensing under Tangible Property Regulations, Section 179 expensing and more, CPAs can ensure that their clients have fully optimized their real estate tax efficiency.
