WICPA CPE & Special Event Catalog
Communications Skills Training for the CPA
Available Until
Online
2.00 Credits
Member Price: $69
Today's competitive, complex business environment requires CPAs to be strong communicators. Listen and learn how to communicate your position effectively. Topics will emphasize the "communication" process and explore techniques to improve oral communications, including telephone techniques and written communications. Explore communications and personality types while considering the importance of the "human" side, including empathy, ego, and needs. Summarized topics covered through a series of mini-case studies. The webinar was originally broadcast on May 3, 2017.
Conflict Management
Available Until
Online
2.00 Credits
Member Price: $69
No team or organization is perfect and we all experience conflict in our professional lives. How we manage conflict determines whether or not it ultimately helps or hurts our work. Learn how to tackle conflict positively by understanding sources of conflict, the damaging effects of unchecked negative conflict, how to react when conflict is directed at you, how to mediate when others experience conflict and how to create needed positive conflict. The webinar was originally broadcast on July 18, 2016. Note: The minimum passing rate for this course is 70%.
Construction Contracts: Mitigating Financial Risks & Improving Transparency
Available Until
Online
1.00 Credits
Member Price: $49
Contracts are the backbone of the construction industry but also a significant source of financial risk. This session will focus on risk management strategies for contract negotiation, delivery method selection, preconstruction services, change orders and retainage policies. Learn how CPAs can help clients minimize financial exposure and enhance documentation transparency. This session was recorded on March 25, 2025 for CalCPA's Construction Management Conference.
Corporate Finance Competency: Analytical Toolbox
Available Until
Online
4.00 Credits
Member Price: $99
Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. This course will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review the ten steps for keeping your financial toolbox full and effective. Companion course: Corporate Finance Competency: Three Basic Tool Categories
Corporate Finance Competency: Three Basic Tool Categories
Available Until
Online
4.00 Credits
Member Price: $99
Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your toolset. This course will examine three tool categories that form the foundation for many analytical processes. The first category is Financial Statement Analysis. This tool does not have to be complicated. We will present an effective and efficient financial statement analysis approach. The second category is Integrated Strategic and Financial Planning. Businesses need to know where they are going and integrate strategic direction into financial and individual plans. Learn to build an effective integrated planning model. The third category is Action-oriented Business Metrics. Financial professionals generate a vast quantity of metrics. Examine how to turn these financial measures into operating results. Companion course: Corporate Finance Competency: Analytical Toolbox
Corporate Finance Fundamentals
Available Until
Online
2.50 Credits
Member Price: $69
Corporate Finance Fundamentals covers capital investment, capital financing and the return of capital. Learn how companies evaluate potential projects for those that increase shareholder value. Understand how to optimize a firm's capital structure. Select various methods for returning capital to shareholders.
Corporate Fraud Risk & Investigations
Available Until
Online
4.00 Credits
Member Price: $99
Numerous fraud cases point out that it doesn't take a sophisticated level of complexity to steal from an organization. Fraud is intended to be hidden and thus can very easily meet its target to deceive. Fraud has a pervasive role in today's corporate environment and organizations that choose to ignore fraud risk or disregard its impact become a fraudster's opportunity. This course will provide the professional with valuable knowledge about fraud risk and various best practices in fraud prevention programs designed to mitigate such risk. The course will also provide an introduction to fraud investigations and forensic accounting and is ideal for the professional seeking to expand his or her knowledge base and who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.
Corporate Income Tax Return Fundamentals
Available Until
Online
8.00 Credits
Member Price: $199
Preparing corporate income taxes requires a shift in mindset from individual tax preparation and compliance. Learn the concepts and tools necessary to support clients or businesses. Key topics include capitalization, depreciation, carrybacks and major book-to-tax issues involving corporations and Form 1120 preparation. Examine practical spreadsheet approaches that allow practitioners to efficiently and effectively manage book vs. tax differences (M-1 or M-3 items). Cover the impact of new tax law changes with ideas for client consideration. Additionally, dive into a complex corporate return case study, including a discussion of identifying book-to-tax differences and self-review tips. Discuss certain elections and a brief overview of mergers and acquisition issues. Focused on concepts with the presentation in the return, not how to input in return.
Corporate Sustainability: A Model Uncertainty Analysis of Materiality
Available Until
Online
1.00 Credits
Member Price: $49
For decades, scholars searched for a connection between a corporation's current performance with respect to sustainability and the future returns of its stock. In 2016, Khan, Serafeim and Yoon published an apparent breakthrough in this quest: guidance on materiality from the Sustainability Accounting Standards Board allowed the construction of corporate sustainability scales that reliably predicted stock returns. Their finding had an immediate and broad impact, but it remains, in its authors own words, just first evidence. Here, we further explore the relationship between material sustainability and stock returns by performing a model uncertainty analysis. We reproduce the original estimate but conclude that it is a statistical artifact. We then use machine learning to explore the practicality of employing historical associations to determine which aspects of sustainability are material to investors. We conclude that, for one popular source of data on corporate sustainability, accurate guidance on materiality may be difficult to achieve.
Costing Strategies
Available Until
Online
1.00 Credits
Member Price: $55
You will learn market-driven approaches that involve you analyzing your organization's customers and determining a pricing strategy that delivers your profit goals.
Create Measures in Power BI that Define Your Metrics
Available Until
Online
4.00 Credits
Member Price: $99
This 4-hour intensive course dives into Data Analysis Expressions (DAX) to help you build and validate powerful metrics in Power BI. Starting with DAX fundamentals and progressing to advanced formulas and time-intelligence functions, you'll learn how to create accurate, insightful measures. Through hands-on practice with PivotTables and real-world scenarios, you'll gain the skills to validate calculations, streamline analysis and make confident data-driven decisions.
Create Paginated Reports with Power BI Report Builder
Available Until
Online
2.00 Credits
Member Price: $69
Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence. Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, you'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience.
Cultivating Your Authentic Brand
Available Until
Online
1.00 Credits
Member Price: $49
Your brand isn't just a logo it's your identity. It's how your firm shows up, what it stands for and why clients remember you. In this practical session, you'll learn how to define and elevate your brand in a way that feels real, relevant and magnetic to your ideal audience. Through real-world examples and proven strategies, you'll uncover what truly sets your firm apart and how to use that to attract the right clients, communicate your value and stand out in a crowded market. Whether you're just starting to think about branding or ready to take it to the next level, this session will give you the clarity and confidence to own your story. You'll learn how to: Discover and refine what makes your firm different Build messaging that reflects your values and resonates with clients Create an authentic brand experience across every touchpoint Attract the right prospects and keep them engaged Perfect for CPAs looking to build a brand that's not just seen but remembered. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.
Culture Dash: How Workplace Culture Drives Fraud Risk
Available Until
Online
2.00 Credits
Member Price: $89
Culture clash! Navigate ethical dilemmas with Red Flag Mania's Culture Dash! Empower yourself to make ethical decisions in today's complex business environment with Red Flag Mania's Culture Dash, a self-study program designed for busy professionals like you. Sharpen your moral compass and develop the critical skills to identify and overcome personal biases that can cloud your judgment through a whodunnit learning adventure. Culture Dash plunges you into realistic scenarios, where you'll: Uncover hidden biases: Learn to recognize your own biases and how they might influence your decision-making. Navigate ethical dilemmas: Tackle real-world challenges that test your ethical boundaries and hone your ability to make sound choices. Identify the perpetrator: Become a detective of ethical conduct, piecing together clues to expose unethical behavior within an organization. Red Flag Mania's Culture Dash is your self-paced guide to fostering a culture of integrity and ethical decision-making. Invest in your professional growth and become a valuable asset to any organization. Enroll today! This course is produced by Red Flag Mania. Want the full experience? Purchase the When We Prey Bundle! Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Current & Emerging Issues in Specialized Tax Planning
Available Until
Online
3.00 Credits
Member Price: $89
Specialized tax incentives can unlock significant value when applied correctly. In this course, Randy Crabtree, co-founder of Tri-Merit Specialty Tax, shares practical insights into key credits, deductions and depreciation rules. Participants will evaluate eligibility requirements, stay current on legislative updates and explore planning considerations tied to energy efficiency, research activities and refundable tax credits.
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.
