WICPA CPE & Special Event Catalog
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.
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions and probe possible weaknesses in criminal tax investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Leadershift: Drive Results Through Ethical Performance Mgmnt
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Online
4.00 Credits
Member Price: $149
Do you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results that are repeated year after year. Striking the balance between these two critical aspects does not have to be rocket science. In this power-packed course, the formula to be an Inspirational leader has been masterfully developed and covers the soft skills of Inspirational leadership and the Results Model: Goal Setting + Coaching + Follow Up with proven results from dozens of both large and small companies. These cornerstones are simple but can be hard to execute because it is HOW you do it first, then WHAT you do second. This exciting course is designed to ignite your leadership skills by putting theory into practice; drilling into real live examples and experiencing first-hand what excellence sounds like through role-playing and building your action plan. Get ready to become an inspirational leader and learn the steps required to get the results you really want. 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.
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 Controllership Series: The Controller’s Skillset
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Online
1.00 Credits
Member Price: $39
This another course in our series on the controllership function. The controller's role encompasses many traditional responsibilities. The breadth & depth of the controller skill set has expanded & will continue to expand as the business world evolves. The controller position will typically lead teams of financial & accounting experts. Recognizing that leadership & team management skills are must-haves; they need to be able to command their team's respect, inspire them to act & ensure that such actions are aligned with your organization's overall vision. These skills, along with tactical knowledge will ensure the controller's success.
Written Information Security Plans
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Online
1.00 Credits
Member Price: $55
This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements and implementation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act and how compliances is enforced through IRS Circular 230, AICPA Statements of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Preparing to be a Forensic Accountant: Focus on Computer Forensics: Part III (Steganography)
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Online
1.60 Credits
Member Price: $79
This course is a complement to our series on Becoming a Forensic Accountant & the focus of the course is on steganography techniques. Steganography is the art & science of embedding secret messages in a cover message in such a way that no one, apart From the sender & intended recipient, suspects the existence of the message. The first use of steganography can be traced to 440 BC when ancient Greece, people wrote messages on wood & covered it with wax, that acted as a covering medium Romans used forms of Invisible Inks, to decipher those hidden messages light or heat were used. During World War II the Germans introduced microdots, which were complete documents, pictures & plans reduced in size to the size of a dot & were attached to normal paperwork. Null Ciphers were also used to hide unencrypted secret messages in an innocent looking message. Given the amount of data being generated & transmitted electronically, it's no surprise that numerous methods of protecting that data have evolved. There are various types of steganography: Text Steganography: Hiding information inside the text files. This involves changing format of existing text, changing words in a text, generating random character sequences or using context-free grammars to generate readable texts. Image Steganography: Process of hiding text in an image without distorting the picture. Video Steganography: Technique to hide any kind of files into a cover video file. Audio Steganography: The secret message is embedded into an audio signal which alters the binary sequence of the corresponding audio file. Network Steganography: The process of utilizing active network protocols as carriers to transmit a covert message, undetectable by an uninformed party, From a host to its destination. This session will review these methods & also discuss relevant software.
The Ethics of Care in the Workplace
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Online
2.00 Credits
Member Price: $89
Ethics involve relationship to self, others and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of Care in the workplace with specific emphasis on compassion, accountability and respect. 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.
Where to Hide Fraud Inventory: Expenses: Payroll
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Online
2.00 Credits
Member Price: $89
Imagine you have one hundred boxes that are all supposed to be full of manufactured inventory. How do you obtain reasonable assurance-- now defined as a high level of assurance-- that each box is full without opening every one? You begin by assessing risk. If the client has strong internal controls over manufacturing, packing & transport to the warehouse, there is reasonable assurance the boxes are properly filled. Next, evaluate warehouse security & controls over access, as well as procedures for removing inventory. Once satisfied that controls are both adequate & operating effectively, you can observe & count the boxes & selectively test a sample-- ensuring you do not only choose the most accessible ones, as fraud is often concealed within the middle of the inventory. Based on this risk assessment & targeted testing, you can conclude with reasonable assurance that the inventory is properly stated without inspecting every box. This same approach applies to expenses & payroll: evaluate internal controls, observe processes & perform independent test procedures. Weak internal controls in inventory, expenses & payroll create opportunities for fraud that may lead to material misstatements. In this session, we will explore how these vulnerabilities arise & how to recognize & address them through effective audit procedures.
Cash Management Techniques: Cash Does Not Manage Itself! 26-27
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Online
4.00 Credits
Member Price: $99
Are you managing your cash, or is your cash managing you" Can you effectively project cash position a week, month or year from now" This seminar demonstrates how to develop long and short-term cash management processes, allowing for productive days and restful nights. This session provides timeless cash management techniques and strategies.
Estate Planning for Today & Beyond
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Online
8.00 Credits
Member Price: $250
Estate planning continues to evolve & staying informed about the latest trends & strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on current issues. Participants will explore cutting-edge techniques, emerging legal considerations & industry developments to ensure they are equipped with the knowledge & skills to create effective estate plans that withstand the test of time & safeguard their clients' legacies. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab & submit to kori.herrera@acpen.com
ChatGPT Vision for Financial Analysis
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Online
2.00 Credits
Member Price: $89
This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images and the use of descriptive, diagnostic, predictive and prescriptive (DDPP) analysis methods to enhance decision-making processes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Retaining Top Talent: Strategies for CPA Firms
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Online
1.00 Credits
Member Price: $55
In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like "pay more, expect less" to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you're a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Introduction to Forensic Accounting
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Online
1.80 Credits
Member Price: $79
This course provides a high-level overview & introduction into the world of the forensic accountant. Most accountants have an understanding of the concept of fraud & how it impacts companies, but many individuals do not have a full comprehension of the variance in the work performed by a forensic accountant versus a typical management accountant. This course is meant for those individuals interested in understanding the variances in the job tasks & responsibilities of forensic accountants versus typical financial or management accountants. Forensic accountants or auditors take a unique focus on performing their work. Typically, when a person with forensic experience is called in to examine financial records, it is due to suspicion of fraud, evaluation of assets, or even to track down fundamentally incorrect accounting: intentional or not. As fraud continues to raise its head in business processes, forensic accountants are discovering new & unique ways to identify, examine & support their hypotheses & investigative techniques. The work performed by a forensic specialist can be interesting & full of potential potholes if evidence isn't examined according to proper protocols & standards.
The Controllership Series: The Treasury Function Part I: Cash & Investing
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Online
2.00 Credits
Member Price: $89
This course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role & stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we discuss the area of cash & investments & explore how the controller can move these responsibilities into more of a strategic role. In today's world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understanding & managing the organizations' cash position. This is certainly important and, in some areas, can be seen as a staple of the lifeblood of the organization's ongoing viability. This course takes a look at some of the typical objectives involved in Cash management & then evaluates how those objectives can be further stretched into strategic pillars of the organization.
K2's Getting Started With Artificial Intelligence 26-27
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Online
2.00 Credits
Member Price: $99
Generative AI tools, such as ChatGPT, Gemini and Copilot, are available to everyone and offer great promise for enhanced productivity. Learn how you can begin to take advantage of these tools by participating in this session.
Real World Business Ethics Scenarios
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Online
2.00 Credits
Member Price: $85
Most business ethics courses focus on concepts like "tone at the top", "integrity", "code of conduct", "values" & "ethical culture." These are extremely important concepts & must be understood But often, when a professional finds they are in a potential "ethical" situation, they question "What should I do?" It is not as easy as flipping a coin. Ethics aren't always black & white & there are many variables that can impact both the issue & the outcome This course presents real-life ethical scenarios then challenges you to put yourself in the place of the professional to truly think about "What would I do?" The scenarios are all true.... the names have been changed to protect the innocent You will come away From this training with a new view of putting ethics into practiceNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Excel Shortcuts for Accountants
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Online
2.00 Credits
Member Price: $99
This webinar presents a variety of time-saving ideas, shortcuts and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding rows or columns, illustrate how to quickly navigate to other workbooks and files and demonstrate using Excel with styles.
Unlocking Deep Secrets: Case Studies in Financial Analysis
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Online
2.00 Credits
Member Price: $89
Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis and ratio analysis to gain deep insights into business performance. - Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends. - Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance. - Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business. This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance. 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 The Essential Multistate Tax Update
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Online
4.00 Credits
Member Price: $159
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance.
