WICPA CPE & Special Event Catalog
Mastering Partnership Basis: Inside & Outside Basis
-
Online
2.00 Credits
Member Price: $89
This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Profiles in Fraud
-
Online
2.00 Credits
Member Price: $89
Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Strategic CFO: Developing Strategy & the Why
-
Online
2.00 Credits
Member Price: $89
Effective CFOs & CPAs play a critical role in shaping & executing organizational strategy. This session focuses on how strategy is developed, why many strategic plans fail & how finance leaders can help organizations create focus in an increasingly complex & fast-changing environment. Participants will explore competitive advantage, the use of financial & non-financial metrics & the importance of aligning strategy with mission, culture & resources. Through discussion & real-world case examples, attendees will gain practical tools to evaluate, measure & support successful strategies across for-profit & nonprofit organizations. Use of some video reels will add levity to some of the key points.
Surgent's What Practitioners Need to Know About Estate Planning & Administering a Client’s Estate
-
Online
3.00 Credits
Member Price: $149
Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and administering an estate. The purpose of this program is to discuss those issues that practitioners with clients involved in estate planning administration need to know to advise those clients. Lack of planning and preparedness in estate issues can cost the heirs time and money upon a decedent's death.
Surgent's Key Partnership & S Corporation Tax Planning Strategies
-
Online
4.00 Credits
Member Price: $159
Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.
Avoiding Peer Review Deficiencies & Professional Liability in Public Accounting
-
Online
4.00 Credits
Member Price: $149
Peer review deficiencies & professional liability claims result From both audit & nonaudit services. This course will provide best practices for avoiding legal liability & quality control concerns for a wide variety of professional services offered by public accountants.
Building a Better Budget in a Time of Uncertainty
-
Online
4.00 Credits
Member Price: $149
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget - so that it can inform and drive decision-making when we don't quite know what is ahead. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Build Your Team: Get Results 26-27
-
Online
8.00 Credits
Member Price: $329
Is teamwork the ultimate competitive advantage" Every manager's primary purpose is to lead a team. This seminar will help you get every member of your team on the same page, improve performance and realize the potential of the talent you have.
K2's Business Intelligence With Microsoft Power BI Tools 26-27
-
Online
8.00 Credits
Member Price: $329
Business intelligence efforts continue to grow and Microsoft's Power BI platform is central to many of these efforts. Participate in this session to learn more about business intelligence and how to create dashboards using Power BI.
How Changes in Business Methods Affects Internal Control
-
Online
8.00 Credits
Member Price: $239
New Technology, the move toward telecommuting, the widespread adoption of electronic documentation and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organizations internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible. 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 Industry Accountant Key Performance Metrics
-
Online
8.00 Credits
Member Price: $279
This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.
Comprehensive Accounting & Financial Reporting Update
-
Online
4.00 Credits
Member Price: $149
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Spring Tax Update with Steve Dilley
-
Online
8.00 Credits
Member Price: $239
This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
State of AI
-
Online
1.00 Credits
Member Price: $39
Artificial Intelligence is moving fast & increasingly adopted in businesses, significantly improving efficiency in many industries, including finance, retail, healthcare & manufacturing. What is real & what is just hype? What should business leaders consider as they lead their organizations in the adoption of this technology? Why is AI governance the key to success? This webinar will cover some of the major advancements in artificial intelligence in 2025 & key insights on where AI is headed & recommend both strategic & tactical steps to take as we move into 2026.
Revenue Recognition: Topic 606 Disclosures
-
Online
1.20 Credits
Member Price: $39
The standard also requires information about the following categories: disaggregation of revenue contract balances performance obligations This webinar will deal directly with disclosure requirements for the standard. Several courses currently exist on the platform related to an overview of the standard & deep dive into individual steps of the standards.
How to Audit Cash
-
Online
2.00 Credits
Member Price: $89
Cash is essential to every business and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. 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 Lessons Learned From Recent Accounting Malpractice Actions
-
Online
2.00 Credits
Member Price: $119
Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of what not to do. This course provides a current overview of accounting malpractice litigation throughout the United States. The goal is to learn about the types of claims asserted against CPA firms and strategies to employ to avoid such claims. Reviewing malpractice claims allows us to identify patterns of behavior that may reduce litigation risk. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Data Analytics & Journal Entry Testing for Auditors
-
Online
3.00 Credits
Member Price: $109
This course provides a practical understanding of IT controls & SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness & determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas & alignment with Complementary User Entity Controls (CUECs).
Just Ask Why: Searching for Answers: Generating Solutions
-
Online
4.00 Credits
Member Price: $149
Breaking the Wall of blind acceptance; avoiding habitual complacency & Yoking the dots between cause & effect.
Triple Your Memory, Prevent Dementia & Halve Your Stress: Part I
-
Online
4.00 Credits
Member Price: $149
This is not your average CPE course! In this fun & practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia & halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health & wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now & in the future by making sure you know the best ways to remember information, handle stress & keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency & improve your overall quality of life.
