WICPA CPE & Special Event Catalog
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.
CalCPA Workplace Wellness 2026 - Staying Focused During Times of Change
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Online
1.00 Credits
Co-hosted by CalCPA President & CEO Denise LeDuc Froemming and CalCPA Health CEO Ron Lang, CalCPA's Workplace Wellness Series offer actionable strategies to support employee wellbeing, and are free to members. In a world that has undergone so many changes in recent years, staying focused and present is more challenging than ever. In this insightful class, participants will explore the value of mindfulness and concentration during times of change. Together, we will examine how distractions impact our brains, understand the importance of emotional regulation, and discover best practices and resources to enhance our focus. By the end of this session, you'll be equipped to cultivate mindfulness and become the best version of yourself amidst life's uncertainties. Join us to unlock the power of presence!
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $89
By the nature of our work & training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights & ideas which will add to & reinforce what you may already be doing.
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.
K2’s Advanced Topics In Power BI
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Online
2.00 Credits
Member Price: $89
So, you've been using Power BI to create fundamental reports & dashboards & now you're ready for even more advanced reporting & if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies & Apps & Content Packs, among others. By taking advantage of the tools & techniques covered in this session, you will be able to move beyond simple reports & dashboards in Power BI & truly leverage the power of this awesome reporting tool.
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.
Business Tax Update: OBBA & Recent Developments
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Online
2.00 Credits
Member Price: $89
A discussion of the latest tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
Member Price: $89
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! 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 U.S. Taxation of Foreign Corporations: A Case Study Approach
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Online
3.00 Credits
Member Price: $149
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under tested income (formerly known as global intangible low-taxed income or GILTI), Subpart F and passive foreign investment company (PFIC) regimes. These computations have been updated to reflect changes enacted by the One Big Beautiful Bill Act (OBBBA). The case study will further evaluate the tax impact of subsequent distributions from the foreign corporation and sales of its stock. A compare-and-contrast approach will highlight the different outcomes of these regimes for individuals and for C corporations, empowering participants to advise their clients on the most tax-efficient way to structure their foreign investments.
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $149
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.
Managing Current Fraud Trends in a Shifting Environment
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Online
8.00 Credits
Member Price: $239
As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Internal Control: Testing for Operating Effectiveness
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Online
2.00 Credits
Member Price: $89
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CFO Solutions to IRS Problems
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Online
4.00 Credits
Member Price: $149
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
How to Audit Expenses & Payables
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Online
2.00 Credits
Member Price: $89
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform and also walk through some real-world examples. 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 Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
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Online
2.00 Credits
Member Price: $99
The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business clients, both in terms of time as well as money expended. This program prepares accounting and finance professionals to assist their clients with worker classification audits and to avoid them if possible, by discussing and explaining the circumstances under which workers will most likely be characterized as employees or as independent contractors. The program also deals with the first line of defense against the IRS in worker classification audits — Section 530, as well as the common law factors distinguishing an employee from an independent contractor. This program also explores the IRS Voluntary Classification Settlement Program and discusses whether a practitioner should advise a client to request admission into this program.
The Power of a Good Story!
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Online
4.00 Credits
Member Price: $149
Storytelling makes wisdom stick.
Achieving Balance in Work & Life: Part I
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Online
4.00 Credits
Member Price: $149
Due to the constant stress of a fast paced life, overwork & family demands, it's easy to feel one's life is out of balance. When this happens, all areas of your life can suffer. By learning key methods for setting priorities & goals, overcoming stress & deciding what's most important to you, you can achieve new levels of balance & greater results. Having more balance in your life will allow you to do less of what you don't want & more of what is truly important to you.
2026/27 Annual Update for Accountants & Auditors
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Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting and auditing developments affecting accountants and auditors across industries. The course combines recent standard-setting activity issued by the Financial Accounting Standards Board with major audit and attestation updates from the AICPA, providing a well-rounded view of changes impacting financial reporting and engagement performance. Participants will begin with an overview of recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities and not-for-profit organizations. The course also highlights issued ASUs with future effective dates and provides high-level insight into recent exposure drafts to support implementation planning. The course then shifts to auditing and attestation developments, including the next phase of quality management with a focus on monitoring and remediation requirements. Participants will also review recent and proposed standards affecting audit, attestation and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud and SAS No. 149 addressing group audits. Designed for preparers, auditors and firm professionals, this course helps participants understand how recent accounting and auditing changes intersect-and what to watch for as standards and expectations continue to evolve. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics: Critical Thinking, Case Studies & Fraud
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Online
4.00 Credits
Member Price: $149
In today's fast-paced financial environment, the line between right & wrong can often seem blurred. This course serves as a beacon for financial professionals, guiding them through the complexities of ethical decision making with clarity & practicality. Designed for those with a foundational understanding of finance ethics, this program leverages real-world case studies to dissect & understand ethical dilemmas, ensuring participants can apply these insights directly to their professional lives. Engaging content & persuasive delivery make it not just an educational investment but a crucial step towards safeguarding one's professional integrity & the trust of those they serve. Why attend? The course offers a unique opportunity to deepen your understanding of ethical behavior's critical role within the financial industry. You will gain a comprehensive understanding of the professional code of ethics & conduct, including the new AICPA Ethics Codification & explore the significant impact ethical & unethical conduct has on the profession. By the end, participants will be equipped with the tools to identify & rectify critical thinking errors related to ethical dilemmas, ensuring they are not just following the rules but leading with integrity.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
