WICPA CPE & Special Event Catalog
Embracing Your Imposter Syndrome
Available Until
Online
1.00 Credits
Member Price: $49
This course delves into the psychological phenomenon where individuals doubt their abilities and fear being exposed as frauds despite evidence of their competence. Through insightful modules, you'll gain insights into the origins, manifestations and impact of Imposter Syndrome. Using practical strategies and tools, you'll learn to navigate and overcome these self-limiting beliefs, fostering confidence and resilience in both personal and professional spheres. Join us on this empowering expedition to unravel the complexities of Imposter Syndrome and emerge with the skills to conquer self-doubt. Whether you're a student, professional or entrepreneur, this transformative course has been meticulously designed to empower you to conquer Imposter Syndrome and embrace the true magnitude of your worth. Refuse to let Imposter Syndrome hinder your journey any longer. Embrace this opportunity to step into your authentic self and forge a path toward unparalleled growth.
Employee Benefit Plans Audit Documentation
Available Until
Online
1.00 Credits
Member Price: $49
This session will focus on audit documentation, providing an overview of general documentation standards, as well as discussion of many specific elements of the audit process. Topics to be covered will include independence, planning, risk assessment, internal controls, fraud inquires, related parties & parties-in-interest, subsequent events, risks & uncertainties and more! This session was recorded on June 14,2024 at the Employee Benefit Plans Audit Virtual Conference.
Employee Benefit Plans Auditing & Accounting Update
Available Until
Online
1.00 Credits
Member Price: $49
New auditing standards may require changes in your firm's audit methodology, especially in performing EBP audit risk assessments. Look at recent auditing standards (SAS No. 142-145) that may impact the 2024 ERISA employee benefit plan audit season. Make sure you're up to date with new auditing and accounting guidance so your audits are conducted in accordance with professional standards and carried out efficiently and effectively. Find out when additional documentation is required and get tips to reduce the risk of deficient audits. Come away with valuable insights and a broader perspective on how others are implementing the new standards. This session was recorded on June 14,2024 at the Employee Benefit Plans Audit Virtual Conference.
Employee Benefit Plans Common Retirement Plan Errors
Available Until
Online
1.00 Credits
Member Price: $49
This session will explore the most common compliance errors impacting retirement benefit plans, including the impact of recent legislation. Gain valuable insights to enhance your auditing practices and ensure compliance. In this session, you will learn about the top compliance errors impacting retirement benefit plans, the available correction options and the potential impact of recent legislation. This session was recorded on June 14,2024 at the Employee Benefit Plans Audit Virtual Conference.
Employee Ownership Advisory Certificate
Available Until
Online
8.00 Credits
Member Price: $360
This 8-part series, offered in partnership with Project Equity, equips CPAs and financial professionals with the expertise to advise clients on employee ownership as a strategic tool for succession, retention and growth. This program provides a comprehensive understanding of employee ownership structures, including Employee Stock Ownership Plans (ESOPs), Worker Cooperatives and Employee Ownership Trusts (EOTs). You'll explore the financial, tax, valuation and legal dimensions of each model learning how to assess feasibility, structure transactions and ensure ongoing compliance. Explicitly designed for CPAs, the program bridges technical accounting and advisory practice, enabling professionals to guide clients through ownership transitions that align financial performance with long-term business goals. You'll gain practical insights into financing mechanisms, governance frameworks and implementation strategies that support sustainable, employee-owned enterprises. Whether advising business owners on exit planning or supporting clients exploring alternative ownership models, CPAs completing this program will be prepared to deliver informed, strategic guidance that enhances both client outcomes and community impact.
ESG Integration & Financial Analysis
Available Until
Online
3.50 Credits
Member Price: $89
Environmental, social and governance (ESG) factors are increasingly becoming important considerations in many firms — capital allocation decisions. ESG integration is a strategy that can be employed to conduct a more robust financial analysis and to get a more complete picture of a company's valuation and its overall risk profile. This ESG Integration & Financial Analysis course examines how ESG initiatives and performance can influence a company's income statement, cash flow statement and balance sheet. After covering the most important qualitative and quantitative factors that may impact a company's financials, we dive into a case study where we interpret ESG information from an example company's sustainability report, then model these various scenarios in Excel. We also work through several optional, advanced modeling techniques to support cleaner data visualization, including the use of Macabacus shortcuts.
ESOP Series Module 1: Introduction To Employee Ownership
Available Until
Online
1.00 Credits
Member Price: $49
At the end of this module, participants will be able to differentiate between different forms of broad-based employee ownership and understand the role of the Employee Ownership Advisor. This course is offered in partnership with Project Equity.
ESOP Series Module 2: Employee Stock Ownership Plans
Available Until
Online
1.00 Credits
Member Price: $49
At the end of this module, participants will be able to comprehend the structure, purpose and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.
ESOP Series Module 3: Worker Cooperatives
Available Until
Online
1.00 Credits
Member Price: $49
At the end of this module, participants will be able to comprehend the structure, purpose and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.
ESOP Series Module 4: Employee Ownership Trusts
Available Until
Online
1.00 Credits
Member Price: $49
At the end of this module, participants will be able to comprehend the structure, purpose and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.
ESOP Series Module 5: Analysis & Assessment
Available Until
Online
1.00 Credits
Member Price: $49
At the end of this module, participants will be able to assess the potential benefits of employee ownership for their business clients, apply criteria to recommend the most suitable employee ownership form considering costs, timelines and resources, utilize financial analysis techniques to evaluate debt capacity in employee-owned businesses, measure the impact of employee ownership on company performance and effectively communicate the financial advantages of employee ownership to clients. This course is offered in partnership with Project Equity.
ESOP Series Module 6: Financing Employee Ownership
Available Until
Online
1.00 Credits
Member Price: $49
At the end of this module, participants will be able to comprehend the lending prerequisites, evaluate the significance of personal guarantees, navigate the submission process, explore various funding sources and identify the types of financing required for partial or partial onramp to full conversion in employee-owned businesses. This course is offered in partnership with Project Equity.
ESOP Series Module 7: Legal & Regulatory Considerations
Available Until
Online
1.00 Credits
Member Price: $49
At the end of this module, participants will be able to ensure adherence to compliance and legal obligations concerning employee ownership, navigate the documentation and regulatory filings specific to different employee ownership forms and establish mechanisms for maintaining ongoing legal compliance in employee-owned businesses. This course is offered in partnership with Project Equity.
ESOP Series Module 8: Implementation & Ongoing Support
Available Until
Online
1.00 Credits
Member Price: $49
At the end of this module, participants will be able to create a comprehensive implementation plan for employee ownership, incorporating strategies for investing in education and fostering a supportive organizational culture, effectively communicating the transition process to employees and stakeholders and providing continuous support and guidance to businesses operating under employee ownership. This course is offered in partnership with Project Equity.
ESOPs: What To Say When A Client Asks
Available Until
Online
1.00 Credits
Member Price: $49
Corporate clients concerned with succession planning and stock compensation often have heard about Employee Stock Ownership Plans (ESOPs). You will learn the fundamentals of what an ESOP really is, the tax advantages for corporations and the shareholders and the benefits for employees. We will compare and contrast C corporation versus S corporation ESOPs.
Essential Legal Concepts with Tax Analysis
Available Until
Online
30.00 Credits
Member Price: $709
While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal structure, business entities, partnership operations, contracts, property rights, employment law, divorce, consumer protection, will & trusts and even bankruptcy law. This course explores these specific areas with an emphasis on business and accounting issues. This informal and clear guide to the basic concepts of business law provides accountants with an excellent review of legal concepts that arise in any tax professional's practice. The attendees will gain the ability to recognize and discuss general legal concepts with both client and their counsel. Knowledge is power and nowhere is that truer than in the field law. To gain such a working knowledge of law, readily understandable explanations are given to essential and related business law subjects. The accountant is guided through the complex maze of literally hundreds of legal principles from acceptance to zoning.
Ethics, AI & Music: What Every CPA Must Know
Available Until
Online
1.00 Credits
Member Price: $49
You may be surprised to learn how artificial intelligence is transforming the music you love. For example, what happens when AI creates songs based on other people's work without credit or payment? How should musicians disclose the role of AI in their recordings? The challenges that AI poses for music, such as threats to intellectual property, confidentiality, fairness and professional reputations, are also emerging in accounting. This one-hour ethics course invites you to explore one of your favorite subjects outside of work. You'll discover how the five principles of ethical intelligence can help you listen to music in ways you never considered before. You'll also see how these same principles guide you in making the best decisions in your accounting practice. This course offers NASBA-approved non-technical (behavioral) ethics credit and counts toward your 80-hour CPE requirement; however, it does not satisfy the California Board of Accountancy's four-hour technical (regulatory) ethics requirement. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Ethics in the Real World
Available Until
Online
4.00 Credits
Member Price: $99
An innovative and interactive session that taps the areas of neuroscience, psychology and biology to understand how science, emotion and ethical decision-making interact. Instead of critiquing how our minds are supposed to work, this session delves into the fascinating world of how our minds work when we face complex problems where a "best choice" doesn't seem to exist. The talk will also explore why ethical codes have often failed and how to improve individual and organizational ethical reasoning. This course offers NASBA-approved non-technical (behavioral) ethics credit and counts toward your 80-hour CPE requirement; however, it does not satisfy the California Board of Accountancy's four-hour technical (regulatory) ethics requirement. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Excellence Without Exhaustion: Tackling Perfectionism & Burnout 24-25
Available Until
Online
1.00 Credits
Member Price: $49
Are you a perfectionist? If so, you're in good company. 92% of professional leaders see their work impacted by perfectionistic tendencies. Additionally, 99% of accountants say they have experienced or are experiencing burnout. We can't easily control external factors; the industry's pipeline deficit and intense demands of tax and busy seasons. However, perfectionism is something we do have control over and it's not to be dismissed or overlooked. When driven to perfection, accountants work even longer hours and feel overly self-critical. In this one-hour workshop, discover how perfectionism drives you to exhaustion and how to prevent burnout while still delivering high-quality work.
Excel Macros
Available Until
Online
2.00 Credits
Member Price: $69
What do you do when a setting, shortcut or command isn't available in Excel? Well, you create a macro, of course. Macros allow Excel users to extend the capabilities of Excel and create shortcuts and commands. In this session, you will use the recorder to create a macro that applies a built-in format setting. You will then write a macro in the visual basic editor to provide a shortcut to a popular Excel function. The course will also cover how to add macros to the Quick Access Toolbar so you can easily execute them in the future. Presented in Excel for Windows. Note: Items presented may not be available in all Excel versions, including Excel for Mac, iPad or web. The webcast was originally broadcast on May 3, 2016. Note: There is a minimum passing rate of 70% for this course.
