WICPA CPE & Special Event Catalog
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Online
1.00 Credits
Member Price: $55
Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure and operational efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Topic 842: FASB's Lease Accounting Standard Update
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Online
2.00 Credits
Member Price: $89
It's a whole new world for lessees under ASC topic 842. Soon nearly all leases will need to be disclosed as a liability on the balance sheet: From buildings right down to autos & copiers. Although the greatest impact will be on large entities, this will affect the financial statements of small & mid-size entities as well. This program will dive into the new standard on leases, effective dates & address what you need to know now.
K2’s Ten PDF Tips You Need To Know
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Online
1.00 Credits
Member Price: $39
Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. If you are interested in working more effectively & efficiently with PDFs, this session is for you. In this session, you will learn valuable tips you can use to assist you with creating, editing & securing PDFs. You will also learn how to convert PDFs to fillable forms & secure PDFs, among other features. Don't miss this chance to learn ten PDF tips you need to know to increase your ROI on PDFs.
Volume to Value: A New Era of Precision Hiring in Accounting
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Online
1.00 Credits
Member Price: $55
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to "precision hiring" as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact performance-critical thinking, professional communication and AI ethics awareness. The course explains how AI-enabled recruiting tools can support candidate screening, assessment and retention forecasting and why firms that do not modernize their hiring approach may struggle to compete for top talent. Participants will leave with practical approaches to competency-based assessment, ethical guardrails for AI use in hiring and a high-level implementation roadmap with metrics to evaluate quality of hire, performance and retention. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Contract Accounting, Lease Accounting & Their Impact on Construction Contractors
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Online
1.50 Credits
Member Price: $69
Contracts and leases decoded. Construction accounting is not just about revenue, but it is a lot about revenue. Diving deep into the five-step approach for revenue recognition in the construction industry, this course has all of the rules and interpretations that you might need. Leases are also critical for contractors. From equipment to warehouse space, leases appear prominently on many contractors' book. In this course, you'll review the guidance under ASC 842 so you are better prepared to account for leases. Practical examples and exercises You'll learn how to implement your new knowledge through realistic scenarios that address the following topics: Guidance under FASB ASC 606, Revenue from Contracts with Customers The five-step recognition process Guidance under FASB Accounting Standards Update (ASU) No. 2016-02, Leases (Topic 842)
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Member Price: $89
Good people believe everyone else is just like them. They cannot imagine someone could con them or their company & have no guilt or remorse about what they have done. Lack of guilt & empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status & sex while leaving a path of shattered expectations, empty wallets & broken hearts in their wake. Learn how to recognize & deal with others who have no conscience.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Basic Individual Taxation Course
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Online
2.00 Credits
Member Price: $89
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Will Your Ethics Be Burned by Burnout?
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Online
2.00 Credits
Member Price: $89
Ethical behavior is not a destination it is a journey with twists, turns and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does "helping my child with their homework" become "doing it for them"? CPAs are ethical most of the time, but staying ethical is hard. It gets harder when we are under stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
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Online
4.00 Credits
Member Price: $159
Section 199A is still the hottest tax topic related to the Tax Cuts and Jobs Act of 2017. The Act created new reporting requirements for relevant pass-through entities (RPEs). Each RPE is required to report the relevant data needed to calculate the §199A deduction to each recipient of Schedule K-1. Your clients will trust you to ensure that the relevant data is properly reported. The IRS has added disclosure lines to Schedules K-1 for S corporations, partnerships and trusts. This course will cover the new reporting requirements on those forms and discuss uncertainties that still exist related to the reporting requirements. The course includes examples and case studies relevant to the new disclosure lines of Schedules K-1. This program will include the latest relevant IRS guidance.
Surgent's Taking Advantage of Installment Sales & Like-Kind Exchanges
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Online
4.00 Credits
Member Price: $159
When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale: installment sales and like-kind exchanges. Knowing how and when to utilize these provisions makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals which could impact the future of these two provisions. Please Note: due to overlap with the INS2 and LKE2 courses, customers should not take ISL4 if one or both of these other courses has already been taken.
Avoiding Legal Liability & Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping & Preparing Financial Statements
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Online
4.00 Credits
Member Price: $149
The majority of peer review deficiencies & malpractice claims result From nonaudit services. This course will provide best practices for avoiding legal liability & quality control concerns.
Analyzing IFRS Financial Statements
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Online
4.00 Credits
Member Price: $149
Evaluating performance for professionals used to GAAP. A strong foundation in financial statement analysis is essential for understanding a company's performance and financial health across reporting standards. This seminar is designed for professionals, particularly those trained in U.S. GAAP, who want to enhance their understanding of IFRS-based financial reporting using a real-world Canadian public company as a case study. We will walk through the company's IFRS-based balance sheet, income statement and statement of cash flows, highlighting both presentation and interpretation differences compared to U.S. GAAP. Participants will learn key analytical tools such as common-size analysis, trend analysis and financial ratios covering liquidity, profitability and leverage for an IFRS reporting company. Throughout the session, comparisons to GAAP will help clarify terminology, classification differences and measurement principles-including treatment of leases, revenue, financial instruments and impairment. The seminar also moves beyond basic ratios to explore advanced analytical techniques, such as ROE decomposition, operating vs. non-operating performance measures and managerial ratios that reveal cost behavior, efficiency and cash flow dynamics. Participants will see how IFRS disclosure requirements can offer additional insight into performance, risk and sustainability. This practical and comparative seminar is ideal for accounting, finance and business professionals who want to sharpen analytical skills, interpret IFRS-based financial statements and better understand how to bridge IFRS and GAAP for global comparison and decision-making. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Federal Tax Updates for Individuals
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Online
8.00 Credits
Member Price: $239
Tax developments have been in the forefront of the news and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications and the latest tax legislation. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Preparing Not-for-Profit Financial Statements
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Online
8.00 Credits
Member Price: $279
Accurate and effective financial reporting is essential for every not-for-profit organization and it requires a solid understanding of today's reporting requirements. This course equips professionals with the knowledge and tools to confidently navigate not-for-profit accounting standards. You'll learn how requirements are applied in financial statements, explore available reporting options and gain clarity on key areas such as net assets, contributions and functional expense reporting. Through a highly illustrative format and over 30 targeted exercises, this course provides a practical, hands-on approach to building expertise in not-for-profit accounting and reporting.
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
The AI Revolution in 2026: What CPAs Should Know
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Online
2.00 Credits
Member Price: $89
AI is reshaping accounting, tax and finance. This update surveys the state of AI technology in 2026: core concepts, software tools, risks/controls and practical CPA use cases. You will leave with an expanded AI vocabulary, a current view of the AI landscape and actionable talking points for staff, clients and service providers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How AI Is Automating Internal Control
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Online
4.00 Credits
Member Price: $149
The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Accounting for Digital Assets under US GAAP: Classification, Measurement & Recognition
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Online
1.00 Credits
Member Price: $49
What is a digital asset and how does US GAAP apply? This webcast will provide you with an understanding of how to account for investments in, or transactions involving, crypto assets (for example, bitcoin) and other digital assets under US GA Note: FASB issued ASU No. 2023-08, Intangibles—Goodwill and Other—Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets, which is effective for all entities for fiscal years beginning after December 15, 2024. This ASU is not yet reflected in this webcast.
Mastering Form 7217: A Guide to Partnership Property Distribution
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Online
1.00 Credits
Member Price: $39
This program will address the complex rules for partnership distribution of property with a focus on liquidation of a partner's interest, Section 751 & how to complete the Form 7217. OBBBA of 2025 update for property distributions is included. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to terri.storer@acpen.com
Risk Assessment of IT Systems
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Online
1.00 Credits
Member Price: $39
This course provides an overview of the risk assessment requirements under SAS 145, with a focus on the evaluation of Information Technology systems in the planning of an audit. SAS 145 introduced significant changes to risk assessment procedures, including an increased emphasis on understanding & evaluating IT environments. The course addresses key areas of concern related to IT systems & their impact on audit risk. Participants will gain practical insight into identifying risks within IT systems & understanding how those risks affect the audit process. As part of his presentation style, Jeff incorporates engaging elements designed to reinforce learning & maintain focus.