WICPA CPE & Special Event Catalog
Shortcuts Excel Users Love
Available Until
Online
2.00 Credits
Member Price: $69
This course will explore the countless tools that most Excel users overlook . Additionally, We'll also explore the latest new features and tools. Also, we'll explore numerous time-saving features that help spreadsheet creators.
SSAE 19 Key Changes, Applications & Best Practices
Available Until
Online
2.00 Credits
Member Price: $69
Entities relying on agreed-upon procedures engagements must understand key enhancements in SSAE No. 19 to better tailor reporting, broaden distribution and address evolving subject matters. Michael Manspeaker, CPA, CGMA, of SEK CPAs & Advisors explains how removing the need for pre-specified parties, allowing general-use reports and enabling CPAs to develop procedures helps smaller entities optimize cost-effectiveness while ensuring independence, high-quality documentation and pertinent findings.
Starting a CAS Practice
Available Until
Online
1.00 Credits
Member Price: $49
Unlock the secrets to building and expanding a successful Client Accounting Services (CAS) practice in this dynamic and informative session. As the accounting profession continues to evolve, CAS offers an incredible opportunity to provide high-value and recurring services to clients, setting your firm apart and driving sustained growth. In this session, you will delve deeper into the essential components that contribute to a thriving CAS practice, including best practices for client engagement, innovative service offerings and effective marketing strategies. By understanding the nuances of CAS, you will be equipped to navigate the challenges of the modern accounting landscape and capitalize on emerging trends that can enhance your service delivery and client satisfaction. This session was originally presented and recorded at the CalCPA Members Club Summit, August 2024.
Statements on Quality Management Standards: What the Standards Require
Available Until
Online
2.00 Credits
Member Price: $69
Big changes are coming, are you ready? By December 15, 2025, firms must comply with the new Statement on Quality Management Standards (SQMS). Understanding these requirements is the critical first step toward implementation. This on-demand course breaks down the most significant SQMS requirements, helping you navigate the changes with confidence. With the deadline fast approaching, don't wait to prepare get the insights you need to ensure compliance and strengthen your firm's quality management system today.
Strategic Importance of Digital Transformation & Underpinning Technologies
Available Until
Online
1.00 Credits
Member Price: $55
Business models must adapt to use digital technology as part of their business strategy. In this course, you will learn how digital technology improves day-to-day operations and how to acquire the funding and talent required to become a digital enterprise.
Strategies for Cracking the CPA Exam
Available Until
Online
1.00 Credits
Member Price: $49
Are you ready to excel in the Certified Public Accountant (CPA) exam and advance your career in accounting? This course will provide you with the essential tools and knowledge needed to succeed in this demanding examination. You will explore the key components of the CPA exam, including its structure, sections and time allocations. Additionally, you will learn effective exam preparation strategies and techniques to overcome exam anxiety. The course will also cover strategies for mastering complex topics, test-taking approaches and actionable takeaways that will enhance your confidence and readiness. By the end of this course, you will be well-equipped to tackle the challenges of the CPA exam and take significant steps toward achieving your professional goals in accounting.
Strategies for Effective Human Resources Management
Available Until
Online
1.00 Credits
Member Price: $49
Discover practical strategies for managing HR issues. From federal labor laws to employee life cycle management, this webinar covers the essentials to help you navigate today's workplace complexities. Sponsored by Paychex.
Strategy Analysis
Available Until
Online
1.50 Credits
Member Price: $59
Learn how to reduce the uncertainty managers face by predicting future events and quantifying their impact on the organization. Gain tools to identify strategic options based on the use of decision trees and apply scenario planning in strategic decision-making and planning.
Success Skills for New Managers
Available Until
Online
1.00 Credits
Member Price: $49
Stellar facilitator and coach Erin Daiber shares essential best practices, focusing on key areas such as effective feedback delivery, handling difficult conversations, fostering team accountability, mastering the art of delegation and prioritizing well-being. You'll gain practical insights and skills to navigate the complexities of leadership with confidence and success. Elevate your managerial prowess and unlock your team's full potential through this empowering learning experience.
Surgent's 2025 Tax Update
Available Until
Online
3.00 Credits
Member Price: $59
Both businesses and individual clients face major changes as a result of tax reform and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest tax legislation applicable to individual and business clients. Continually updated to reflect enacted legislation.Note: This is a downloadable self-study course.
Surgent's Accounting, Audit & Attest Update for Practitioners with Small-Business Clients
Available Until
Online
8.00 Credits
Member Price: $159
Specifically tailored for practitioners who not only perform audits but also provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing and SSARS standards, including SAS 145 and the quality management standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the new guidance. Following the release of the FASB's final PIR report for ASC 606, Revenue, in December of 2024, we do a deep dive into the complex revenue recognition standard and findings of the PIR report, review common special purpose frameworks and discuss the new quality management standards for audits and SSARS engagements. This course will get you up to speed on the things that are most important to your small and medium-sized clients. Note: This is a downloadable self-study course.
Surgent's Accounting & Auditing Credit Losses Under ASC 326
Available Until
Online
2.00 Credits
Member Price: $89
ASC 326 significantly changes the accounting for credit losses. Given its pervasive scope, virtually every company will need to at least assess the impact of the new ASC 326 guidance and potentially record a material adjustment to implement the new accounting guidance. In this module, we will review the scope of ASC 326, the key provisions of the accounting model and how entities can estimate credit losses for a variety of in-scope financial assets. As the CECL and other credit loss methodologies under ASC 326 represent accounting estimates, the module will also review both the current and soon to be effective auditing guidance related to this often complex area. (Please Note: This module is part of Surgent's Audit Skills Training: Level V.) Note: This is an on-demand webcast self-study course.
Surgent's Accounting & Auditing Revenue
Available Until
Online
2.00 Credits
Member Price: $89
Revenue is often one of the largest and most significant line items in a company's financial statements. It is also the line item that is most susceptible to fraud. Further, all companies reporting under U.S. GAAP have either recently completed or are completing their transition to a complex new accounting standard for recognizing revenue from contracts with customers, ASC 606. Clearly it is imperative that all auditors have a detailed understanding of both ASC 606 and how to effectively audit revenue transactions. In this session of the Surgent Audit Skills Series, we'll review the key elements of ASC 606, including the new disclosure requirements for private companies under the new standard. Then, we'll focus on how to audit revenue, including the elements of an effective risk assessment related to revenue, key controls over the revenue process and substantive procedures. This information with both provides you with the information to audit revenue effectively and efficiently and comply with relevant auditing standards related to revenue. (Please Note: This module is part of Surgent's Audit Skills Training: Level III.) Note: This is an on-demand webcast self-study course.
Surgent's Accounting Changes & Error Corrections: What Every CPA Needs to Know
Available Until
Online
2.00 Credits
Member Price: $49
This course provides an overview of the accounting requirements with respect to accounting changes and error corrections and the reporting implications within an entity's financial statements. The scope of accounting changes includes a discussion of changes in accounting principles, changes in accounting estimates, as well as changes of a reporting entity. The course also provides an overview of the accounting requirements of correcting errors in previously issued financial statements as well as restatement considerations. A majority of the information included within this course is sourced from the requirements found within FASB ASC Topic No 250, Accounting Changes and Error Corrections.Note: This is a downloadable self-study course.
Surgent's Accounting for & Auditing Complex Investments
Available Until
Online
2.00 Credits
Member Price: $89
As companies look for greater investment returns in the current low interest rate environment, they are often investing in more risky types of investments, such as cryptocurrency. Further, as they look to hedge business risks, companies are frequently entering into derivative transactions, which both can contain unexpected risk and accounting complexity. As you advance in your audit careers, you will be faced with both understanding the accounting for and auditing these complex financial statement areas. In this course, we'll review the accounting models of several types of complex investments and review common audit procedures in these areas. (Please Note: This module is part of Surgent's Audit Skills Training: Level III.) Note: This is an on-demand webcast self-study course.
Surgent's Accounting for & Auditing Inventory
Available Until
Online
2.00 Credits
Member Price: $89
Many entities have inventory on their books. The types of inventory can range from simple resale of goods purchased to more complex inventories that use process costing. This module will discuss accounting for and auditing less complex inventories and provide an overview of issues associated with auditing more complex inventories. Inventory observations were covered in an earlier module. (Please Note: This module is part of Surgent's Audit Skills Training: Level III.)Note: This is an on-demand webcast self-study course.
Surgent's Accounting for & Auditing Leases
Available Until
Online
2.00 Credits
Member Price: $89
Accounting for and auditing leases was always a challenging task. Adding the implementation of the lease accounting guidance in ASC 842, Leases, will undoubtedly add that much more complexity to this audit area. In this module, we will review the new lease accounting model for lessees, compare and contrast the new model with the existing guidance in ASC 840 and review in detail the key considerations in accounting for operating leases under ASC 842 and the other new guidance in the standard. Then, we'll review common audit procedures related to auditing the lease liability and the related Right-of-Use asset, including reviewing the enhanced lease disclosure requirements under ASC 842 and review common audit procedures to perform over the cumulative effect adjustment which entities must record when they adopt ASC 842. (Please Note: This module is part of Surgent's Audit Skills Training: Level III.) Note: This is an on-demand webcast self-study course.
Surgent's Accounting for Guarantees
Available Until
Online
1.00 Credits
Member Price: $29
Guarantees are often included within certain purchase agreements, sales agreements, commercial agreements and many other types of agreements. This course provides an overview of the accounting, reporting and disclosure requirements related to guarantees. The U.S. GAAP guidance related to guarantees is prescribed by ASC Topic 460.Note: This is a downloadable self-study course.
Surgent's Accounting for Litigation & Legal Contingencies
Available Until
Online
2.00 Credits
Member Price: $49
This course provides an overview of the accounting and financial reporting requirements with respect to litigation. This includes distinguishing between probable, reasonably possible and remote litigation outcomes as well as how to evaluate, recognize, measure and disclose litigation-related contingencies.Note: This is a downloadable self-study course.
Surgent's Accounting for Software: Internal Use & External Sales
Available Until
Online
2.00 Credits
Member Price: $49
This course provides an overview of the accounting for software, including both internal-use software as well as software that will be sold to third parties. The accounting, reporting and disclosure requirements related to software depends on the nature of the software and whether it will be used internally by an entity or will be marketed to its customers. For internal-use software, the guidance is prescribed by ASC Topic 350-40. On the other hand, the guidance related to software to be marketed and sold is prescribed by ASC Topic 985-20. Note: This is a downloadable self-study course.
