WICPA CPE & Special Event Catalog
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.
Excel Power User Module 10: Getting, Preparing & Summarizing Data
Available Until
Online
2.00 Credits
Member Price: $69
This session continues the discussion about external data and digs into the details for retrieving data from other sources. Pull data from an Access database using Microsoft Query; learn how to retrieve data from simple text files; and prepare data for use with Excel. This session concludes by examining several data visualization tools in Excel, including PivotCharts. This is part 10 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data
Excel Power User Module 1: Fundamental Features
Available Until
Online
2.00 Credits
Member Price: $69
The Excel Power User series is designed to help improve your Excel proficiency and enable you to get your Excel tasks done more quickly. In the first session, we'll cover the fundamental features that help build a solid foundation. We'll continue to integrate these features as we proceed throughout the series. This is part 1 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data
Excel Power User Module 2: Fundamental Functions, Concepts, Techniques
Available Until
Online
2.00 Credits
Member Price: $69
Cover fundamental functions, concepts and techniques that provide a firm foundation for our workbooks. Continue to integrate these items as we proceed throughout the series. This is part 2 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data
Excel Power User Module 3: Six Critical Excel Functions
Available Until
Online
2.00 Credits
Member Price: $69
Explore six important Excel functions that enable us to automate a variety of tasks, as well as continue to integrate these functions as we proceed throughout the series. This is part 3 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data
Excel Power User Module 4: Handling Errors & Comparing Lists
Available Until
Online
2.00 Credits
Member Price: $69
Examine functions that help us trap and handle errors and discuss efficient methods to perform list comparisons. Continue to integrate these features as we proceed throughout the series. This is part 4 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data
