WICPA CPE & Special Event Catalog
Tone at the Top: Fraud & Leadership
Available Until
Online
8.00 Credits
Member Price: $199
The tone at the top defines the foundation of a good company. It's also a hallmark of a company with fraud. What are the red flags? What difference can the CFO make? The recent focus on social responsibility impacts accounting. Meanwhile, investors and employees are reshaping business practices. Review fraud case studies examine corporate culture and the impact of executive personnel and master risk mitigation for organizations of all sizes.
Top 10 Things to Know About Estate Taxation & Planning
Available Until
Online
8.00 Credits
Member Price: $199
Estate planning remains a vital component of personal and business tax strategy, even for families that may never incur estate tax. With the exemption equivalent to nearly $14 million in 2025 and scheduled to rise to $15 million in 2026, fewer estates will face federal estate tax; yet, planning remains essential. This course highlights the top issues practitioners need to understand, including portability, annual and lifetime exclusions, charitable and retirement plan considerations, valuation, trusts and basis step-up rules. Through real-world examples, you'll gain practical guidance on helping clients preserve wealth, coordinate beneficiary designations and create meaningful legacies. Estate planning is not just for the wealthy it affects all clients.
Top 5 Ways to Fund Your Retirement
Available Until
Online
1.00 Credits
Member Price: $49
Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This session was recorded at the Advisor Personal Financial Planning Conference and is to help keep you on top of recent developments and the top 5 ways to fund your retirement.
Top Tax Techniques with Multistate Trusts
Available Until
Online
1.00 Credits
Member Price: $49
Clients rely on their advisers more heavily to provide perspective and clarity as legislation and regulations evolve. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.
Trusts as Retirement Plan Beneficiaries
Available Until
Online
2.00 Credits
Member Price: $69
The SECURE Act and follow-up IRS guidance turned retirement plan distribution rules on their head especially when trusts are involved. Trusts are still a popular way to pass on IRAs and other retirement assets, but the tax treatment and distribution rules today look very different from the old playbook. In this course, we'll unpack the new landscape step by step. You'll get clear on the categories of beneficiaries, the common types of trusts used and how distributions are actually reported. With practical examples and straightforward analysis, you'll walk away ready to: Evaluate beneficiary designations with confidence Spot tax consequences before they cause surprises Anticipate and navigate planning challenges under current law
Turn Work Into Results
Available Until
Online
2.00 Credits
Member Price: $69
Professional work rarely fails because of effort. It fails because the finish was never defined. In Turn Work Into Results, you will learn how to translate ambiguous requests into outcome-driven deliverables using the Name the Finish framework, a four-element system for clarifying scope, decision criteria and measures of success before a single task begins. Through a realistic professional services case study, you will see how unclear expectations create rework and erode credibility at every level and you will leave with a practical tool you can apply to the next deliverable in front of you.
Understanding ESG for CPAs
Available Until
Online
1.00 Credits
Member Price: $49
This course provides CPAs with a thorough understanding of Environmental, Social and Governance (ESG) standards, regulations and their evolution. It explores the historical context and development of ESG, examines materiality and standardization and covers recent regulatory developments, including the SEC's climate-related disclosure rules and California's Climate Corporate Data Accountability Act. By the end of the course, participants will be equipped to navigate the evolving ESG landscape, enhancing their ability to provide informed accounting services in this dynamic field.
Understanding SOC Reports: Audits, Compliance & Risk Management
Available Until
Online
3.00 Credits
Member Price: $89
Accounting and audit professionals need a clear understanding of SOC reports to manage risk and evaluate third-party providers. Jared James, CPA and IT security specialist, shares his SOC expertise in interpreting auditor opinions, control testing and system descriptions with confidence.
Understanding Team Dynamics
Available Until
Online
2.00 Credits
Member Price: $69
In business, teams can contribute to major success or disintegrate into failure. Be sure that you're building a winning team by understanding the dynamics of teams in the workplace. Understand the relationship between the learned and what is required for successful performance within a team context. We'll focus on key team roles, characteristics of high-performing teams and other key success behaviors that support group morale and productivity. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on June 8, 2015.
Uniform Guidance Updates for Auditors & Grant Recipients
Available Until
Online
2.00 Credits
Member Price: $69
Auditors and award recipients must understand the April 2024 Uniform Guidance revisions and the 2025 Compliance Supplement to stay compliant and avoid auditing under the wrong rules. Phil Marciano, Partner at Citrin Cooperman, highlights higher thresholds (single audit and Type A), expanded fixed amount subawards and a higher de minimis indirect cost rate. He also emphasizes updated equipment rules, cybersecurity requirements and timely FAC submissions to preserve low-risk status.
Unleashing Innovation & Creativity For Greater Results
Available Until
Online
2.00 Credits
Member Price: $69
In today's business environment creative problem-solving and innovation are more important than ever to succeed. In this course, you'll discover how to unleash your own creative potential as well as that of your colleagues and teams. Learn when to take smart, educated risks; how to become a forward-thinking leader capable of generating fresh ideas and how to see the positive aspects of failure. The helpful advice you'll receive in this course will bring both personal success and corporate success. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on August 3, 2015.
Unlock the Power of AI with Copilot in Excel
Available Until
Online
2.00 Credits
Member Price: $69
In this 2-hour interactive course, learn how Microsoft's Copilot brings artificial intelligence into Excel to streamline workflows, automate tasks and uncover insights faster. Through hands-on demos and real-world examples, you'll see how Copilot boosts productivity, improves accuracy and enhances decision-making. Whether you're new to Excel or an experienced user, you'll leave with practical strategies to integrate Copilot into your daily work and elevate your data analysis skills.
Unprecedented: Defending & Supporting Nonprofits in This Moment
Available Until
Online
0.00 Credits
Member Price: $49
The nonprofit sector in California is vast and diverse, embodying the spirit of community engagement. While many recognize nonprofits as vital forces for good, their significant economic and potential political influence often goes unnoticed. The year 2025 has brought unique challenges for the sector, characterized by various developments from the federal administration. This course provides a comprehensive overview of the critical role nonprofits play in shaping public life and the importance of their involvement in public policy discussions. We examine the emerging federal challenges to the sector, California's response and key legislation that will affect nonprofits at both the state and federal levels. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.
Using ChatGPT with Excel
Available Until
Online
2.00 Credits
Member Price: $69
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet.
What's New in Excel
Available Until
Online
2.00 Credits
Member Price: $69
Everyone knows that Excel is the most widely used spreadsheet application in the world today. However, because it is ever-changing, many users are unable to keep up with the latest features and capabilities of this ubiquitous application. In this course, we'll look at some of the most helpful new features and tools that have been added to both the Desktop version of Excel and the Web version. This course is for anyone who regularly works with Excel.
When We Prey Bundle: Red Flag Mania Audits, Ethics & Fraud
Available Until
Online
5.00 Credits
Member Price: $139
Earn CPE credits while mastering fraud detection with Red Flag Mania's When We Prey Bundle! Level up your professional development and anti-fraud expertise with this comprehensive self-study program for busy professionals. This CPE credit-eligible bundle offers an immersive learning experience, allowing you to earn valuable continuing professional education credits while becoming a fraud-fighting champion. The When We Prey Bundle combines the power of Red Flag Mania's top-rated on-demand programs: Culture Dash: Sharpen your ethical compass and confidently navigate real-world ethical dilemmas through a whodunnit mystery. Audit Challenge: Step into the shoes of a real auditor, investigate a fraud case and gain practical experience in control testing. Fraud Scheme Hunt: Develop a keen eye for identifying and understanding how to unravel different fraud schemes. Here's what you'll gain: In-depth knowledge of fraud schemes and detection strategies. Hone your skills in recognizing ethical issues within a scenario. Enhanced audit and investigative skills through gamified learning. CPE credits to fulfill your professional development requirements. The When We Prey Bundle is your one-stop shop for mastering fraud prevention and ethical decision-making. Invest in your professional growth and become a valuable asset to your organization. Enroll today and earn CPE credits while becoming an ethical leader, audit pro and fraud fighter! These courses are produced by Red Flag Mania. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Why is Corporate Virtue in the Eye of The Beholder? The Case of ESG Ratings
Available Until
Online
1.00 Credits
Member Price: $49
Despite the rising use of environmental, social and governance (ESG) ratings, there is substantial disagreement across rating agencies regarding what rating to give to individual firms. As what drives this disagreement is unclear, we examine whether a firm's ESG disclosure helps explain some of this disagreement. We predict and find that greater ESG disclosure actually leads to greater ESG rating disagreement. These findings hold using firm fixed effects and using a difference-in-differences design with mandatory ESG disclosure shocks. We also find that raters disagree more about ESG outcome metrics than input metrics (policies) and that disclosure appears to amplify disagreement more for outcomes. Last, we examine consequences of ESG disagreement and find that greater ESG disagreement is associated with higher return volatility, larger absolute price movements and a lower likelihood of issuing external financing. Overall, our findings highlight that ESG disclosure generally exacerbates ESG rating disagreement rather than resolves it.
Why Sustainability Assurance Demands a New Ethics Mindset
Available Until
Online
2.00 Credits
Member Price: $69
As sustainability reporting moves into the spotlight, ethical expectations are rising fast. In this session, Kam Leung and Szilvia Sramko break down the International Ethics Standards for Sustainability Assurance (IESSA) and what they mean for assurance professionals navigating complex value chains, external experts and advanced technologies. Attendees will learn how to spot ethical risks early, exercise sound judgment and protect independence in a rapidly evolving assurance landscape. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Winning Tax Controversy Strategies: IRS Audits, Collections & Appeal Made Simple
Available Until
Online
1.00 Credits
Member Price: $99
Led by tax controversy expert Melissa Wiley, this course equips tax professionals with key strategies for navigating IRS audits, collections and appeals. Participants will learn to respond effectively to audits, resolve tax debts and leverage appeals options like Fast Track Appeals and Post-Appeals Mediation. The course also covers criminal tax risks, taxpayer rights and litigation strategies, ensuring professionals can advocate for clients and challenge IRS assessments confidently. Please note that this product will expire either on 04/30/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.
World Class Cost Accounting: A Practical Application
Available Until
Online
8.00 Credits
Member Price: $199
Enhance your career with an invaluable skill set in this two-part series, where you'll explore the cost system of a real company from the ground up. Learn how to link variable and base costs, identify fluctuating and semi-fixed direct costs and accurately trace direct materials, labor and labor burden to products. Gain practical tools for budgeting, setting standard costs and seamlessly embedding Activity-Based Costing (ABC) into a comprehensive cost system. This on-demand course includes both parts one and two or the original webinar recording. Note: This is an on-demand webcast self-study course.
