WICPA CPE & Special Event Catalog
Internal Audit: Keys to Managing an Effective Function
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Online
2.00 Credits
Member Price: $85
The globalization of business, ongoing changes in technology, increased attention of shareholders & stakeholders & the continuing demands of the Audit Committee & senior management require a dynamic framework for managing today's internal audit department. This session, designed by a past Chief Audit Executive with significant exposure to a multitude of industries & internal audit frameworks, explores the key competencies & responsibilities of today's internal audit management & methods for meeting the requirements of the internal audit profession. We will also discuss some of the greatest challenges of the role & how to address those challenges.
Financial Acumen for Today's HR Leader
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Online
2.00 Credits
Member Price: $89
Financial Acumen for the HR Professional is a part of the series "The HR Professional's Guide to Evolving Business Strategy, Finance & Development." This course identifies how HR Professionals can increase their financial understanding to participate more effectively with management as well as understand the financial results & implications for the business.
Accounting for Construction Contractors
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Online
2.00 Credits
Member Price: $89
This course covers authoritative GAAP for construction contractors as addressed in FASB ASC 910 & the AICPA Guide for Construction Contractors. Jeff explains the unique aspects of accounting within the construction industry & how the applicable standards & guidance address those issues. The course includes practical examples to support understanding of key concepts, including revenue recognition & contract-related issues. Jeff presents the material in an engaging manner to help reinforce learning & maintain focus.
Microsoft Teams for CPAs: Unlocking Its Full Potential
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Online
2.00 Credits
Member Price: $89
Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review and demonstration of the key features of Microsoft Teams that you can harness to optimize the return on your Microsoft 365 investment. 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 AI-augmented Professional: Practical Tools, Real Risks & Immediate Use Cases
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Online
2.00 Credits
Member Price: $99
Artificial Intelligence is no longer a future concept; it is a current necessity. This session provides a practical roadmap for practitioners to leverage AI safely and effectively. We move from a survey of available tools (from free apps to specialized software) to a deep dive into the ethical guardrails required to protect client data and maintain professional standards. Participants will leave with a playbook of real-world use cases that can be implemented immediately.
Surgent's The CMA’s Guide to Project Management
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Online
2.00 Credits
Member Price: $99
A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to their analytical training and knowledge of budgets and controls, they typically have ongoing contacts with other professionals from a variety of backgrounds. Familiar analytical tools/techniques can be applied to managing projects. This brief program is designed to aid both experienced and less experienced participants in increasing their knowledge of and comfort with, the steps and skills needed for success.
Getting On Top of It All: How to Work Smarter, Not Harder: Part I
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Online
4.00 Credits
Member Price: $149
There is always too much to do & too little time to do it all. Fortunately, if you know the right ways to manage people, projects & your time, you can get on top of everything by working smarter. In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do & how to get other people to do some of "your" work by building great relationships.
Forensic Accounting: Crafting Expert Reports
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Online
4.00 Credits
Member Price: $149
When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics and components of an effective report. 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 CPA as Strategic Advisor: Leading the Client Advisory Team
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Online
4.00 Credits
Member Price: $149
This course provides tax & accounting professionals with a framework for serving as the lead advisor in a multidisciplinary planning environment. Participants will explore how to coordinate with attorneys, financial planners, insurance professionals & bankers to deliver integrated planning strategies. The course emphasizes identifying opportunities across estate, financial, retirement & tax planning while managing collaboration & delivering cohesive client solutions.
ACPEN Signature 2026: Governmental Accounting & Auditing Update
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Online
8.00 Credits
Member Price: $250
Stay up-to-date on rapidly changing developments by participating in the 2026 Governmental Accounting & Auditing Update! Take advantage of this opportunity to find out about breaking government issues. This is your opportunity to hear about the latest challenges facing state & local governments & practitioners who work with them & audit them, presented by leading experts on governmental accounting & auditing, both those who work in the trenches & those From the regulatory world. With all of the fiscal, regulatory & new standards challenges facing governments & their auditors, it is important to keep current on critical issues & developments. From a governmental accounting, auditing & compliance perspective, 2026 will be a critical year for addressing the complex federal & local funding & audit challenges as well as focusing on implementing new standards & requirements! Plus, it is imperative that you start planning for the significant changes coming in 2026 & beyond! Exciting new topics this year include focused discussions on addressing the new GASB pronouncement on subsequent events, implementation issues on pronouncements becoming effective on financial model improvements & capital asset disclosures, artificial intelligence & governments & current issues! For Single Audits, the ACPEN panel will cover topics that are relevant to single audits being performed NOW. Following current developments & using the most recent guidance is critical to conducting quality single audits. Hear the details on the latest single audit issues including implementation issues relating to the Uniform Guidance (April 2024 Revision); the most recent OMB Compliance Supplement; significant changes in the AICPA's Audit Guide, Government Accounting Standards & Single Audits; & the latest audit quality findings relating to single audits. It is critical that auditors understand how requirements have changed & be ready to effectively implement them in their single audit engagements. You'll receive an update on the most recent accounting & auditing developments affecting governments & government auditors. This includes Single Audit issues, AICPA & Yellow Book issues, new & recently effective GASB pronouncements, audit issues & a look at what's on the horizon. Join ACPEN's panel of experts as they discuss not only the technical requirements of new standards, but also the key implementation issues that must be addressed by auditors & their governmental clients! Benefit From their experience & insights From many perspectives, as well as their long experience in governmental accounting & auditing.
Implementing & Maintaining an Internal Control System
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Online
8.00 Credits
Member Price: $239
Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. 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 Compilations, Reviews & Preparations: Engagement Performance & Annual Update
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Online
8.00 Credits
Member Price: $299
Specifically designed for preparation, compilation and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical and technical requirements.
Tax Update: "One Big Beautiful Bill"
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Online
2.00 Credits
Member Price: $89
This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
What If Your Client Didn't Take Reasonable Compensation
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Online
1.00 Credits
Member Price: $55
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Head & Heart of Ethics: Featuring Bob Mims & Don Minges
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Online
1.00 Credits
Member Price: $39
There are multiple facets to ethical choices, including should you use your 'head' or your 'heart'? What are the pros & the cons? How can we balance these opposing views? This seminar outlines the value of; trust, courage, fairness, sensitivity, persistence, honesty & gracefulness: to help us make better ethical decisions.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Employees Today & Tomorrow: Are Employees Assets?
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Online
2.00 Credits
Member Price: $89
As the managers' role continue to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question: asking if employees are assets? GAAP tells us they are not, so discussion will revolve around whether this treatment delivers an unhealthy bias on our view of the people in our organization. What do the most successful organizations believe & why? If you have an opinion as to whether employees are an asset or not, this is a fun session intended to be interactive with participation either live, virtual or both.
Generative AI Strategy for Accountants
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Online
2.00 Credits
Member Price: $89
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude and Gemini transform business practices, accountants will learn to harness these tools to drive value, streamline processes and enhance decision-making. Through examination of the current AI landscape, practical frameworks and real-world applications, participants will learn how to leverage AI technologies to enhance accounting operations while maintaining professional standards and ethical considerations. The course emphasizes a balanced approach to AI adoption that focuses on augmenting human capabilities rather than replacement. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Indirect Cost Rates 2026: What Nonprofits Must Know to Build NICRA-Proof Proposals
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Online
2.00 Credits
Member Price: $89
Indirect costs are an important aspect of obtaining full cost recovery on grants & cooperative agreements. An indirect rate is a mechanism for recovering allocable indirect costs. Have you struggled to understand how indirect rates work? We will show you Uniform Guidance theory & the mechanical aspects of how indirect rates are constructed. This session will cover the two of the most widely used indirect cost rate proposal templates to obtain Negotiated Indirect Cost Rate Agreements (NICRA) for both the U.S. Department of Health & Human Services (HHS) & U.S. Department of Interior (DOI). We will address: • Fringe & indirect rate examples, • The power of an indirect rate multiplier, • What is an ideal indirect rate, • Mandatory requirements for constructing an indirect rate, • The importance of the Statement of Functional Expense & • Understanding the HHS & DOI model templates.
Fraud Misstatements & Financial Reporting 26-27
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Online
4.00 Credits
Member Price: $175
Deceptive practices in financial statements continue to be a problem. This program discusses historical cases where fraudulent financial statements were not identified by an auditor and how to avoid these problems in the future.
Audits of 401k Plans 26-27
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Online
6.00 Credits
Member Price: $259
The audit landscape for 401(k) plans is shifting'fast. Recent reviews by the U.S. Department of Labor, combined with the introduction of Statement on Auditing Standards No. 136 (SAS 136), are changing how audits are conducted and what's expected of both auditors and plan sponsors. This course gives CPAs the insights and guidance they need to confidently navigate these changes. We'll explore the impact of SAS 136 and other recent updates, with a clear look at the responsibilities involved in an ERISA Section 103(a)(3)(C) audit'the new standard that has replaced the old limited scope audit. You'll also learn about the most common compliance issues flagged in 401(k) audits, based on findings from the Department of Labor and peer reviewers and walk away with practical strategies and corrections to strengthen your audit approach.
