WICPA CPE & Special Event Catalog
Customer & Portfolio Analysis
Available Until
Online
1.00 Credits
Member Price: $55
Discover the tools you need to preserve customer relationships and maintain a balanced customer portfolio for your business. Develop your skills Customer value management cycle Customer segmentation Customer lifetime value Customer profitability analysis Customer portfolios BCG Matrix
Cybersecurity for Not-for-Profits
Available Until
Online
0.00 Credits
Member Price: $49
In this course, you'll deepen your understanding of core cybersecurity principles, risks and threats and see why a strong, executive-led cybersecurity program is vital for nonprofits. Discover why NFPs can face even greater cybersecurity challenges than for-profits and learn how to strengthen your organization's cybersecurity maturity with proven frameworks. As cyber incidents become more common, you'll also gain practical best practices for response and recovery, including how to build an effective incident response plan. Your presenters, cybersecurity experts from SingerLewak's Business Informatics practice, draw on decades of experience in cybersecurity, information systems, internal controls and incident response. This session was recorded on May 29, 2025 for CalCPA's Not-for-Profit Organizations Conference.
Cybersecurity: Protecting Organizations from Cybercrime
Available Until
Online
0.00 Credits
Member Price: $49
Learn about the latest Cyber threats facing CPA and Governmental agencies with specific examples of recent breach incidents. Gain an understanding of specific offensive and defensive measures an organization can take to increase their cybersecurity posture. This session was recorded live at the CalCPA Governmental Accounting & Auditing Virtual Conference on April 24, 2024.
Data Analysis Certificate
Available Until
Online
3.00 Credits
Member Price: $90
This certificate program equips CPAs and financial professionals with a structured learning path through the three stages of data analytics descriptive, predictive and prescriptive. Each course builds on the last, ensuring you gain both foundational knowledge and advanced skills to transform data into actionable insights that drive smarter financial decisions. You'll begin with Descriptive Analytics, learning how to evaluate analytics maturity and apply techniques such as text mining, clustering and outlier detection to uncover patterns and anomalies. Next, you'll advance to Predictive Analytics, where you will apply forecasting methods and modeling techniques including statistical forecasting and CART trees to anticipate future outcomes such as staffing needs, revenue trends and market segmentation. Finally, you complete the journey with Prescriptive Analytics, focusing on optimization strategies to recommend the best course of action. You'll solve decision problems involving capital investment and inventory management, gaining hands-on experience in applying prescriptive methods to real-world financial challenges. By completing this certificate, you'll move through the full analytics lifecycle, developing the ability to benchmark analytics capabilities, forecast with confidence and optimize decisions for greater business value.
Data-Driven Decisions for Finance: Strategy, Governance & Practical Insights
Available Until
Online
3.00 Credits
Member Price: $89
Finance and accounting professionals must apply a disciplined, decision-first approach to using data under uncertainty. David Schlosser, PhD, Senior Advisor at Velocity Advisory Group, presents a practical system for making defensible, data-driven decisions addressing cognitive biases, data quality and controls and decision governance. He emphasizes when data is good enough, how to avoid analysis paralysis and how to align measurement, accountability and documentation to support sound judgment and audit-ready decisions.
Data Driven Finance Decisions Without Analysis Paralysis
Available Until
Online
2.00 Credits
Member Price: $69
Finance and accounting professionals striving to be data-driven must distinguish between informed judgment and data overload to improve decision quality and defensibility. David Schlosser, Senior Advisor at Velocity Advisory Group, outlines a decision-first framework that clarifies options, assumptions and guardrails, emphasizing bias awareness and "good enough" data aligned to risk. He also highlights accountability, governance clarity and structured documentation to strengthen outcomes without sacrificing control.
Data Protection & IRS Compliance: Crafting an Effective WISP
Available Until
Online
2.00 Credits
Member Price: $69
Protecting financial client data is crucial to maintaining trust and integrity in the financial industry. A Written Information Security Program (WISP), required by the IRS, is designed to help tax pros effectively plan data security. Andrew Lassise, of Tech 4 Accountants/Rightworks, shares his expertise in helping tax and other financial professionals with IRS compliance and data protection measures. He explains how to maximize the IRS requirement to complete a WISP, offering a helpful road map for tax pros to protect their clients and themselves with a comprehensive cybersecurity strategy.
Data Visualization & Dashboards: The Basics
Available Until
Online
2.50 Credits
Member Price: $69
Data Visualization is part science and part art, from understanding why our brains process color more quickly than a table of numbers, to making use of white space and keeping visuals on brand. There are many facets to this exciting field. Mastering them will help you deliver exceptional visuals that deliver clear messages and build your credibility.
Data Visualization for Audits
Available Until
Online
2.00 Credits
Member Price: $69
This interactive session will cover areas where audits can use data to drive efficiency and how to visualize the data for maximum insight. The availability of high-quality data is allowing auditors to leverage technology to perform more effective and efficient audits. Understanding data and how to use it to improve the effectiveness and efficiency of the audit is critical. Case studies and sample documentation reinforce major concepts and help participants apply the techniques discussed.
Dealing with Underperforming Employees
Available Until
Online
2.00 Credits
Member Price: $69
Even if your hiring systems are functioning correctly, sometimes employees encounter difficulties at work and underperform. If this becomes chronic, it's the leaders role to intervene and address the problem. Gain insight to handling this tough situation successfully by learning about the consequences of underperformance; goal clarity; resource sufficiency; ability versus motivation; when to intervene; and using progressive interventions, among other topics. The webcast was originally broadcast on May 13, 2016.
Deal Structure for Mergers & Acquisitions
Available Until
Online
8.00 Credits
Member Price: $199
Tax-focused discussion on changes in the transaction structure of merger and acquisition (M&A) deals can significantly impact after-tax cash flows. Gain a significant competitive advantage by understanding how taxes affect M&A and divestiture transaction structures. Further, examine the mechanics of M&A deals; the structures of taxable assets and stock acquisitions; triangular and reverse triangular mergers; practical issues in structuring and pricing; types of tax-free reorganizations; tax planning for divestitures; and key elements of purchase and sale documents. Plus, dive into a complex case study and a couple of different approaches to the net tax cash flow for an S corporate deal. Updated for new tax Reform and impact on M&A deals.
Decision Making Analytics
Available Until
Online
1.00 Credits
Member Price: $55
Decision analytics help you evaluate your options. A decision tree is an excellent tool that allows you to lay out options and investigate the possible outcomes to then objectively choose your course of action. Along with value and sensitivity analysis, you will have the tools to make an impact.
Defining Where & Why Internal Controls are Needed
Available Until
Online
2.00 Credits
Member Price: $69
This course will help you identify areas where overlooked internal controls are needed and how to identify and implement more robust controls. Most organizations have many primary control measures required to operate in place. However, many need more essential criteria to enhance security, productivity and the quality of information available for decision-making. So, first, we'll identify areas where internal control measures are needed. Then, we'll explore why these controls should be created and review specific rules the organization should use in detail.
Designing a Work Program for Your Financial Planning Practice
Available Until
Online
2.00 Credits
Member Price: $69
Build a financial planning playbook that works. This course shows you how to design a turnkey system for tackling real client challenges from insurance and investments to taxes, retirement and estate planning. You'll learn how to navigate tough decisions, develop practical solutions and deliver high-impact PFP services across major accounting areas. Walk away with a ready-to-use framework tailored for business owners, high earners, Boomers, new retirees and clients facing major life shifts.
Developing & Documenting the Forensic Accounting Opinion in Litigation
Available Until
Online
1.00 Credits
Member Price: $49
This course offers a comprehensive and practical framework for CPAs and financial professionals involved in forensic accounting and expert witness testimony. You'll gain insights into the two essential foundations for litigation success: (1) Crafting a defensible expert opinion using the FARC Methodology (Facts, Assumptions, Rationale, Conclusion) and (2) Organizing the expert file to withstand rigorous cross-examination. The program integrates analytical creativity with disciplined documentation practices, equipping attendees to effectively defend their conclusions in court. We'll explore real-world examples, litigation strategies and best practices to enhance your professional credibility and courtroom performance.
Easy Update & Inflation Adjustments
Available Until
Online
6.00 Credits
Member Price: $139
This course examines key individual, business, retirement and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the "big chunks" and bring their professional knowledge up to speed.
Effective Decision Making
Available Until
Online
2.00 Credits
Member Price: $69
Making great decisions is not about being a genius. It's about knowing thinking tricks and avoiding thinking traps. Gain an appreciation for short-term vs. long-term decision making; get past the use of cognitive traps, such as stereotypes; and come to grips with the role of values in decision making. Finally, you will focus on how to frame decisions for others to maximize decision commitment. The webcast was originally broadcast on May 30, 2013. Note: There is a minimum passing rate of 70% for this course.
Effective Feedback
Available Until
Online
2.00 Credits
Member Price: $69
Some employees need very little of your time, but most employees even top performers require regular feedback. However, most managers are not clear about what constitutes useful feedback. Gain clear and practical advice about the elements of productive feedback, knowing when to engage a feedback session, how to be effective interpersonally when discussing difficult topics and how to seek feedback for yourself. The webinar was originally broadcast on May 16, 2016.
Effective Time Management
Available Until
Online
2.00 Credits
Member Price: $69
We all have 24 hours to work with each day but only a minority truly know how to maximize the use of time. Join us and learn how to prioritize work, strategically leverage other people, know when to work on what, protect your time, manage access to you and how to say no. The webcast was originally broadcast on May 13, 2016.
Effective Workpaper Techniques: Building a Better Workpaper
Available Until
Online
4.00 Credits
Member Price: $99
The challenge: Create workpapers that reflect a high level of clarity, competence and compliance with standards--and company policy--while at the same time showcasing individuality and excellence. This course is a good refresher for seasoned professionals to ensure documentation in compliance with best practices and maintain skills, as well as providing the basics to help new and emerging CPAs prepare, document and maximize the potential of each workpaper. You'll leave this course armed with the skills to create workpapers that answer more questions than they raise. While this is primarily audit and industry accountant focused, all accountants can benefit from an immersion in topics that range from the core necessity of workpapers to more complex legalities and regulatory requirements.
