WICPA CPE & Special Event Catalog
Operational Modeling
Available Until
Online
6.00 Credits
Member Price: $139
Financial models play a critical role in supporting business decisions. Learning to model the right way using a proven framework will help you become a more effective financial analyst. Join us as we build out several fundamental schedules, which will serve as a solid foundation for more complex analysis throughout the FMVA and your career.
Optimize Enterprise Value Using Wall Street Analyst Strategies
Available Until
Online
2.00 Credits
Member Price: $69
Examine valuation techniques for private and public entities of all sizes and types of industries from the perspective of a Wall Street analyst. Gain valuation skills to assist your clients. There is a case study associated with the course exam.
Outsmarting the One Big Beautiful Bill
Available Until
Online
2.00 Credits
Member Price: $69
Paul Mladjenovic breaks down the key provisions of the One Big Beautiful Bill, spotlighting permanent tax changes, new deductions and expanded credits. This session equips professionals to quickly recognize planning opportunities and navigate OB3's implications for individuals and small businesses with greater confidence.
Perfecting Procedural Writing
Available Until
Online
2.00 Credits
Member Price: $69
This course provides an overview of procedural writing. This includes a discussion of the scope and list of elements to include in a procedure and how to create a sequence that readers can immediately understand. This course also addresses how to use visual aids that highlight the key points and how to edit instructions precisely to ensure proper task completion. IMPORTANT: This course, previously titled "Perfecting Procedural Writing" has been republished in our current course platform. Please be aware that the content is the same, with only minor updates. If you have already received credit for this course, you cannot receive credit again. Speaker/Author: Philip Vassallo, Ed.D
Personal Financial Planning Strategies Insurance Issues
Available Until
Online
2.00 Credits
Member Price: $69
Not a big fan of insurance? Many CPAs are not comfortable providing insurance evaluations and recommendations. And what clients realize is it's too late to plan after the fact! Attend this workshop and learn everything you need about insurance to advise your clients wisely and help them prepare for the unexpected. Insurance can be a powerful tool to mitigate potentially financially devastating perils, but only if you understand the inherent risks and how to sort the wheat from the chaff. In this course, you'll cover contractual red flags, product types, taxation issues and all the essentials on a full spectrum of insurance, including life, disability, health, homeowners, automobile and liability insurance.
Planning for Long Term Care
Available Until
Online
1.00 Credits
Member Price: $49
Your clients rely on your expertise to mitigate risks and secure their financial futures. This course will keep you updated on recent developments, including the impact of new tax laws on financial planning, tax management and strategies for long-term care. You will gain insights from esteemed specialists in long-term care insurance, Natalie Karp and Rona Loshak, who will navigate you through the intricacies of the long-term care marketplace. They will emphasize the significance of long-term care planning, outline the financial and non-financial repercussions of inadequate planning and explore various solutions to uphold your clients' independence and dignity as they age.
Poised for Exit: An Adviser's Guide to Exit Planning
Available Until
Online
1.00 Credits
Member Price: $49
Exit planning isn't just a service, it's a strategy. This session gives financial advisers a clear framework for helping business owners prepare for what's next, from assessing readiness to building the right advisory team. You'll learn how to start meaningful conversations with clients, identify risks that can derail a deal and collaborate effectively with other professionals for a smooth exit. Whether you're adding exit planning to your practice or refining your approach, this course will help you deliver real value during one of the most critical phases of a client's business journey. You'll learn how to: Spot the signs of owner and business readiness Address key risks like the 5 D's (death, disability, divorce, disagreement, distress) Build and lead a trusted team of exit planning advisors Follow a structured process that supports both the client and your practice For advisers ready to lead clients confidently through the exit planning process and stand out doing it. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.
Power BI: Bringing It All Together for Data Analysis
Available Until
Online
2.00 Credits
Member Price: $69
Power BI Bringing It All Together for Data Analysis is an advanced course for professionals ready to integrate and optimize their use of Power Pivot and Power BI. Building on foundational skills, this session guides you beyond creating models and measures to fully harness these tools for uncovering insights and building impactful visualizations. You'll learn to streamline workflows, optimize model performance and leverage advanced Power BI Service features to create solutions that go beyond basic reporting. By the end, you'll be equipped to synthesize your Power BI skills into powerful, audience-ready analytics. From presenting to stakeholders and sharing insights across teams to managing enterprise-level reporting, this course helps you bring every piece together into a comprehensive, efficient workflow tailored to real-world business needs.
Practical Financial Negotiation Tips
Available Until
Online
4.00 Credits
Member Price: $99
This course covers many useful financial negotiation tips, illustrated by real-life examples that will get you thinking. Participants will work through mini-cases, to apply principles and increase their financial and business creativity and help their organization to be financially successful in negotiations. This is different from and complements tactical/strategic negotiation seminars, by being more financial-oriented, with lots of specific examples. It is partly about how to persuade, but also about creating different financial options that would be attractive to other party. The tips provided are also useful for internal negotiations and for non-accountants.
Practical Tips For Controllers & CFOs 2025-26 PDF
Available Until
Online
4.00 Credits
Member Price: $99
This downloadable PDF course offers more than 100 practical, insightful and sometimes unconventional tips for accountants in financial leadership roles. Designed for controllers and CFOs, the content goes beyond technical rules and dives into the real-world challenges professionals face every day from boardroom dynamics and ethical gray areas to team leadership and reporting strategy. Whether you're navigating organizational politics, benchmarking your finance team, defending a close process, or preparing for a career transition, this course offers both wisdom and practicality. You'll also find opportunities to benchmark your own practices against industry norms and peer organizations, helping you lead with greater confidence and clarity.
Practical Tips to Get Through A Cash Crisis
Available Until
Online
2.00 Credits
Member Price: $69
This on-demand self-study course addresses practical tips to help you, your clients and your organization to get through and manage a cash crisis. It is based upon the popular live webcast "Practical Tips to Get Through a Cash Crisis," originally broadcast in May 2020. During the course, you will receive practical advice and ideas to help manage issues brought on by the pandemic.
Preparation, Compilations & Reviews: A Practical Workshop
Available Until
Online
8.00 Credits
Member Price: $199
Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how to perform these services. Participants will explore how to effectively perform these services through comprehensive lectures. Designed for practitioners in small and medium-sized CPA firms, the course includes detailed explanations and practical examples, with opportunities to deepen understanding through real-world case studies. This on-demand format allows you to retain a focus on practical application to enhance your skills and knowledge.
Pre/Post-mortem Income, Estate Planning for the Terminally Ill
Available Until
Online
4.00 Credits
Member Price: $99
Your client just informed you of their terminal illness. What do you do from a tax, financial, insurance, investment, retirement and estate planning point of view? Decisions you make before death lay the groundwork for planning choices after death. Randy Gardner discusses the strategies that will prepare you for the best post-mortem outcomes and help you put your client's mind at ease.
Presenting With Presence
Available Until
Online
0.00 Credits
Member Price: $69
This course is designed to help any professional to learn how to deliver presentations that have an impact. Learn how to create useful slides, prepare your presentation, manage your nerves, set up the room and handle questions and answers. This webcast was originally broadcast on August 3, 2015. Note: There is a minimum passing rate of 70% for this course.
Private Company Council: Simplicity for Private Company Financials
Available Until
Online
2.00 Credits
Member Price: $69
Simplifying financial reporting without compromising quality is the mission of the Private Company Council (PCC). By advocating for the needs of private companies, the PCC reduces unnecessary complexity, making financial reporting more efficient and accessible for stakeholders like lenders, creditors and owners. In this must-watch segment, we're joined by two industry leaders, Jere Shawver, Chair of the PCC and CEO at Baker Tilly, LLP and Phil Marciano, Partner at Citrin Cooperman. Jere and Phil offer valuable insights into how the PCC is reshaping financial standards and streamlining processes to benefit businesses and financial users alike.
Private Equity in Accounting: A New Era
Available Until
Online
2.00 Credits
Member Price: $69
The growing interest in private equity in accounting reflects a shift towards new growth opportunities, strategic investments and competitive positioning within the industry. Allan Kotlin, CEO of Kotlin Consulting Group, addresses the growing role of private equity in the accounting industry and explores challenges in mergers and acquisitions, including the importance of cultural fit and leadership decisions. This includes discussion of how private equity affects profitability as well as strategies for staying competitive, such as mergers, private equity rollups and partnering with big firms. He also covers how generational conflicts and changes in compensation impact younger partners.
Private Foundations & Form 990-PF Essentials
Available Until
Online
1.00 Credits
Member Price: $49
Learn how to navigate tax regulations and reporting requirements for private foundations. Gain knowledge about excise taxes, income distribution calculations and how to complete Form 990-PF. Identify transactions subject to excise tax, distinguish between grantmaking and operating foundations and calculate the average fair market value of assets. Discover reporting requirements for both foreign and domestic grants and explore topics like excess business holdings, self-dealing and program-related investments. Understand the basics of Unrelated Business Income Tax (UBIT) and recent regulatory changes affecting net operating losses and alternative investments. Equip yourself with the knowledge to effectively manage private foundation tax compliance.
Professional Conduct & Ethics: Dealing with Ethical Crises
Available Until
Online
4.00 Credits
Member Price: $99
CPAs are often placed in positions that require difficult decisions. This course introduces new case studies that highlight issues related to handling ethical crises. From audit to tax and from staff to partner, dive deep into high-profile conflicts such as Wells Fargo, Google and Turing Pharmaceuticals, as well as other conflicts that never make headlines. What would you do if you worked for such a company? What would you do if faced with a compromising position? Acquire the tools to help you choose between alternative solutions. Note: The minimum passing rate for this course is 70%. The course was originally presented on May 1, 2018. This course fulfills the California Board of Accountancy's four-hour ethics education requirement and is eligible for the Ethics4Free. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Quick Confidence with Alteryx: A CPA’s Path to Data Mastery
Available Until
Online
1.00 Credits
Member Price: $49
This introductory course provides a clear, concise, step-by-step example of the fundamentals of how to import data into Alteryx, how to select and configure its tools to transform that data according to your needs and how to export the cleaned-up version to an Excel workbook for further CPA-related calculations. It also introduces those new to Alteryx to frequently used technical terms and concepts, as well as how you can use Alteryx as a powerful complement to Excel to turbocharge your ability to produce CPA work products. In addition, this course covers the purposes and functionality of the various sections of Alteryx's main screen, including the Canvas, the Tool Palette, the Configuration Window and the Results window. This and other foundational knowledge taught in the course will increase your ability to confidently and expertly use the program's software tools. Finally, we'll share numerous insights and commentary that pertain directly to CPAs and the kind of work we do. If you've wanted to learn about Alteryx and how it can boost your productivity and advance your career, this course is for you!
Radically Transform Your Pricing
Available Until
Online
1.50 Credits
Member Price: $49
Managing and growing a successful practice requires that you have good people providing exceptional service at the right price. That was once done by the hour, but in today's world, when tech can perform work faster than people, the billable hour no longer works. Your price should reflect the value you provide, improve the service provided to customers and create a better work environment for your team. Yes, the right price can do all that! In this session, we'll explore how a radical approach to your pricing can lead to a stronger firm with greater profits. This course is from The Elevate Forward series, which continues the conversations started at the annual Elevate: Women's Leadership Forum.
