WICPA CPE & Special Event Catalog
The Risks of Artificial Intelligence: Part II
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Online
1.80 Credits
Member Price: $79
As artificial intelligence (AI) becomes deeply integrated into business operations & decision-making, organizations must recognize that effective oversight extends beyond technical safeguards.The governance, risk & control (GRC) responsibilities of AI also carry a cultural dimension requiring alignment with corporate ethical values ethical principles & accountability structures.Cultural governance emphasizes leadership commitment, employee engagement & cross-function ownership of AI practices to ensure trust & transparency. AI-related risks: ranging From bias & ethical concerns to regulatory compliance, reputational exposure & operational vulnerabilities necessitate robust control frameworks & proactive mitigation strategies. These include governance structures, policies, risk assessments, transparency measures & continuous monitoring. By embedding cultural governance & mitigation responsibilities into enterprise AI initiatives, organizations can responsibly harness innovation while safeguarding stakeholders, protecting reputation & ensuring sustainable long-term value. Note: This is Part 2 in a two-part series on the risks of AI
Employees Today & Tomorrow: Understanding & Improving The Employee Life Cycle
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Online
2.00 Credits
Member Price: $89
Many organizations have a process documented for their employment life cycle but do not look at it wholistically. Having a longer view of the employee life cycle can provide more value to your company that you might think. Join us for an interactive discussion around the entire life cycle of employees with best practices discussed on continuous improvement for your organization. This session will provide an overview of each of the steps in the timeline From multiple perspectives, to provide keen insights on actionable ideas to take back to your workplace & implement today.
K2’s Artificial Intelligence For Accounting And Financial Professionals
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Online
4.00 Credits
Member Price: $149
Step into the future of accounting & finance with our cutting-edge course on Artificial Intelligence (AI). Designed to demystify AI & transform it From a theoretical concept into a practical tool, this course will equip you with the skills to tackle modern challenges head-on. Whether you're looking to boost productivity, enhance accuracy, or streamline operations, our course has you covered. Discover the incredible problem-solving capabilities of AI, tailored specifically for accounting & financial professionals. Learn how to leverage AI features integrated into everyday applications like Excel to detect fraud, identify transaction errors & elevate your financial operations. Witness firsthand how AI is revolutionizing the industry & positioning you at the forefront of this technological wave. Join us & unlock the full potential of AI to transform your workflow & drive success. Don't miss out on this opportunity to stay ahead of the curve & lead the way in the future of accounting & finance!
Revenue Recognition Topic 606: Identify Performance Obligations Part II
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Online
1.40 Credits
Member Price: $39
Properly identifying performance obligations is a critical step in the five-step revenue recognition model. It is a step that must be completed at the inception of the contract & prior to moving on to step three of the model. As discussed in segment one on performance obligations, there are many types & variations of obligations & as such, management will be required to utilize significant judgment when applying this step. However, it is important that the judgment be supported by considerations of the proper factors. The course further evaluates areas that impact performance obligations. We utilize multiple examples From various industries to illustrate the considerations that must be evaluated in line with both identifying performance obligations & allocating the transaction price appropriately.
Tactical Data Management: Turning Data into Actionable Information
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Online
2.00 Credits
Member Price: $89
Organizations collect massive amounts of data, but far less information that actually improves decisions. This session focuses on how CFOs & CPAs can tactically manage data to generate insight, improve performance & reduce risk. Participants will explore financial & non-financial data, data organization & the role of analytics in understanding customers, operations & employees. The session emphasizes clarity, simplicity & storytelling so data supports better decisions rather than overwhelming stakeholders.
What's Going on at the AICPA (2026/27)
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Online
2.00 Credits
Member Price: $89
Stay current on key developments affecting audit & attestation engagements with this comprehensive update on what's happening at the AICPA. This course begins with the next phase of quality management, with a particular focus on firms' monitoring & remediation responsibilities & what those requirements mean in practice. Participants will also review recent & upcoming standards impacting audit, attestation & consulting engagements, including SSAE No. 24 & SSARS No. 26, along with high-impact exposure drafts related to confirmations & fraud. The course concludes with an overview of SAS No. 149 & its implications for group audits. Designed as a timely update for practitioners, this course helps participants understand how recent & proposed changes may affect engagement planning, execution & compliance in the years ahead.
The Controllership Series: The Financial Close Process
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Online
1.50 Credits
Member Price: $79
A common challenge for the controller role is in closing the month-end & period-end books in preparation to issue financial statements. This duty requires precision, timing & efficiency. In today's digital world, many organizations have access to financial accounting software that will assist with the steps in the financial close. However, even with this aid it is critical the accountant understand the various steps for the close process & how they inter-relate to other accounting processes. This course gives you an insight into the inter-relationships between many processes that impact the financial close. The closing process has traditionally been a slow one with many companies taking two weeks to close its subsidiary's books & another two to three weeks to roll up & consolidated the results. With the introduction of technology much has been done to help accelerate that process with integrated enterprise resource planning systems & general ledger & consolidate software. Within this segment we will discuss the elements of the financial close & also important concepts to assist the controller in accelerating their close timeline. This includes addressing all functional areas of the close including payroll, invoicing, payables, inventory, cash & the general ledger. We will also discuss important concepts of ensuring your financial close is accurate by discussing bank reconciliations, overhead allocations, bad debt reserves, unpaid wages & accruals for vacation time, account reconciliations, deprecation & overall financial statement review. Note: This course does not address utilizing technology in the financial close. Its focus is to understand the varied procedures involved in the financial close whether or not technology is utilized.
Exploring the 10 Types of Leadership: Styles & Strategies for Success
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Online
1.00 Credits
Member Price: $39
Leadership is not one-size-fits-all. Effective leaders understand that different situations, team dynamics & organizational cultures require different approaches. This course introduces ten distinct leadership styles & examines how each can influence team performance & organizational success. Participants will explore the characteristics, strengths & potential limitations of each leadership style. The course encourages self-reflection to help leaders recognize their own tendencies while identifying opportunities to adapt their approach when circumstances require it. Emphasis is placed on practical strategies for engaging teams, strengthening communication & building leadership capacity across the organization. Designed for current & emerging leaders, this course provides tools to better align leadership approach with team needs & organizational objectives.
Benefits & Best Practices for Telework
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Online
2.00 Credits
Member Price: $89
Prior to the COVID-19 pandemic, telework in state & local government was not often embraced as a form of employment. As the pandemic continues, governments are beginning to experience the benefits of remote work & are reevaluating hiring practices to offer more telework & hybrid work options, not simply as a result of an emergency. This course will review various telework options & best practices for success.
Global Internal Audit Standards (GIAS) Domain II: Part II
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Online
2.00 Credits
Member Price: $89
The new Global Internal Audit Standards were released on January 9, 2024 & will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating & elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation & examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics & Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
The Essential FASB Update With Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This course is essential & designed to assist those who want to remain up to date on guidance issued by the Financial Accounting Standards Board (FASB). Learn about the accounting requirements involving crypto assets, income taxes, joint ventures, governmental grants, interim reporting & hedging. Hear about the results & findings of the FASB's post implementation review report involving the lease standard & much more.
Business Ethics: Cases From the Real World
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Online
4.00 Credits
Member Price: $149
Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas & how to resolve them. Being ethical is not the same as complying with the law & ethical issues are not always black & white. This session will review different professional ethical standards. What does integrity mean in the office? If you want to learn lessons From the best in a short time, this session is for you. Participate in engaging dialogue about how to prepare for the inevitable ethical situations. These lessons are valuable for every business leader.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Supervised AI Agents as Public CPA Audit Team Members
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Online
1.00 Credits
Member Price: $39
Should CPAs in public practice use Agentic AI? How? What should I not do? Join us to review how to use AI to assist in Assurance engagements, including testing internal controls. Agentic AI ('Artificial Intelligence') is rapidly being deployed by leading audit, compliance & finance teams. While AI agents are not yet replacing all of today's knowledge workers like auditors, accountants & IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth & scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk & compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors & IT security professionals to enhance efficiency, consistency & assurance quality. Of critical importance is training & supervision so that the AI agents accomplish their testing to the intended quality standards. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal & external assurance.
Excelling at Excel: Tips, Tricks & Updates
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Online
2.00 Credits
Member Price: $89
Unlock the full potential of Excel with our comprehensive training on shortcuts & formulas. This course is designed for CPAs & financial professionals who want to enhance their efficiency & accuracy in Excel. Learn how to navigate & utilize different versions of Excel, discover powerful new functions & master the art of creating effective tables & automations. With practical examples & hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker & more precise. Plus, benefit From insider tips & tricks drawn From the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.
Advanced Cost Accounting: Eliminate Calculation Distortions
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Online
2.00 Credits
Member Price: $89
Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products & too little cost to difficult, low-volume "dog" jobs, putting an organization with inferior information at a significant competitive disadvantage. The secret to being the "smart competitor" is learning how to deal with overhead. This session will show you how to assign 16 key overhead categories. Whether you work in a wholesale, retail, healthcare, service or manufacturing business, you will find this session invaluable. Get your cost right & you will be able to give the "dogs" to your competitors & keep the "gravy" for yourself.
The Single Audit From Beginning to End Update
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Online
8.00 Credits
Member Price: $250
This course is an updated overview of the single audit of state & local governments & not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits.
Global Internal Audit Standards (GIAS) Domain III: Part I
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Online
2.50 Credits
Member Price: $99
The new Standards emphasize that quality performance requires conformance to the Standards. Each standard within Domain III specifically identifies the responsibilities of the CAE & the board, as well as joint responsibilities. The new Global Internal Audit Standards were released on January 9, 2024 & will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating & elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation & examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics & Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
K2’s QuickBooks Online For Accountants
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Online
8.00 Credits
Member Price: $250
Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved & thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants & business professionals are still unaware of the extensive features QBO offers. Unlock the advantages of the subscription model & learn how to leverage QBO to manage inventory, enhance internal controls, create presentation-quality financial statements & seamlessly migrate From QuickBooks Desktop or other accounting platforms. Join our dynamic session to explore the best practices for implementing, using & excelling with QuickBooks Online. Don't miss out on the opportunity to elevate your accounting game with this surprisingly robust platform!
Emerging Risks & Resilience: How Accounting & Finance are Leading the Way: Part IIII: Managing Supply Chain Risks, Data Analytics & Business Con
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Online
2.00 Credits
Member Price: $89
This is Part 4 in our 5 part series on Emerging Risk & Resilience: How Accounting & Finance is Leading the Way The rapid evolution of technology, globalization & regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance & auditing. Innovations such as artificial intelligence, blockchain & big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity & ethical decision-making. In accounting & finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias & the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency & adaptability to new reporting standards, including sustainability & ESG disclosures. Geopolitical instability, economic volatility & evolving regulatory pressures add layers of uncertainty to financial reporting & audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals & organizations & highlights proactive strategies for risk management, continuous learning & technological competency.
Accounting for Software
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Online
2.00 Credits
Member Price: $89
Software-related transactions continue to evolve, requiring careful analysis under U.S. GAAP. This two-credit course examines the accounting treatment of software costs, with a primary focus on internal-use software & emerging guidance. Participants will walk through the lifecycle of software development, including capitalization & expense recognition, amortization & impairment considerations. The course includes a focused review of ASU 2025-06 & its impact on accounting for internal-use software. Additional topics include accounting for website development costs, Software-as-a-Service (SaaS) arrangements & other cloud computing arrangements (CCAs), including implementation & hosting considerations. The course also addresses accounting for external-use software, including technological feasibility, capitalization thresholds & related revenue considerations. Through practical examples & case-based scenarios, participants will strengthen their ability to interpret authoritative guidance & analyze the financial reporting implications of software-related transactions.
