WICPA CPE & Special Event Catalog
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.
Like-Kind Exchanges
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Online
2.20 Credits
Member Price: $89
Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal "shelters" available to those buying & selling real property. We will be covering the basic structure of a LKE & ways a taxpayer can utilize qualified third party intermediaries (QI), tenancy-in-common structures including Delaware Statutory Trusts (DST). We will also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to kori.herrera@acpen.com
Ethics, Spirituality, Love & Belonging in the Workplace
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Online
2.00 Credits
Member Price: $89
This webinar invites participants to explore the powerful intersection of ethics, spirituality, love and belonging in the workplace. By shifting from transactional interactions to values-driven communities, organizations can cultivate cultures that honor human dignity while enhancing productivity. This is a heart centered and practical webinar emphasizing how love, belonging and spirituality shape ethical choices. Through a blend of practical strategies for personal and organizational growth and research- based insights, the session demonstrates that these elements are not optional "nice-to-haves." Instead, they are essential drivers of organizational success; shaping environments where people feel valued, connected and inspired to contribute their best. 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.
Form 1041 Advanced Series Part II: Cash & Property Distribution Issues 26-27
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Online
2.00 Credits
Member Price: $99
This is the second in a four-part series. One of the basic rules in fiduciary taxation is that the person or entity that receives the taxable income from the trust or estate is taxed on that income. The calculation of Distributable Net Income (DNI) and the Distribution Deduction determine the allocation of the tax burden between the fiduciary entity and the beneficiary. Therefore, when distributions are made that "carry out" DNI, the fiduciary entity operates as a conduit and the beneficiaries are taxed on the amounts reflected on the Schedule K-1. The fiduciary entity receives a corresponding distribution deduction. When taxable income is accumulated by the entity, the fiduciary pays the tax. We will explore the various distributions made to beneficiaries and their impact on the entity's taxation. Be sure to register for all courses in this series: Form 1041 Advanced Series Part I: Why Complex Trusts are Complicated Form 1041 Advanced Series Part II: Cash & Property Distribution Issues Form 1041 Advanced Series Part III: Sec. 199. Sec. 67(g) & Charitable Deductions Form 1041 Advanced Series Part IIII: Post Mortem Considerations
Surgent's Understanding Non-Compete Agreements
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Online
2.00 Credits
Member Price: $99
The enforceability of non-compete agreements in the U.S. is in flux. While the FTC's proposed ban is on hold pending legal proceedings, existing state laws continue to govern the validity of non-compete clauses. Some states, like California, Oklahoma and North Dakota, prohibit non-compete agreements, while others enforce them under certain conditions. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships and specialized training, among others. Today, employees are more likely to be asked to sign non-compete agreements as a condition of employment. Non-compete agreements are also a common component of a business sale agreement. This program surveys non-compete agreements from all angles, including the current state of play regarding the usefulness and enforceability of agreements going forward. Whether you advise individual clients or work for an employer, this course provides an understanding of common issues that arise in the negotiation and enforcement of non-competes.
2026/27 Annual Update for Governments & Not-for-Profits
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Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting and auditing developments affecting governmental and not-for-profit organizations. The course integrates recent standard-setting activity, emerging global frameworks and major compliance updates to provide a well-rounded view of changes impacting financial reporting and audit requirements. Participants will begin with an overview of recent accounting developments affecting not-for-profit organizations, including Accounting Standards Updates issued by the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities. The course then shifts to governmental accounting developments, covering recent pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104 and 105, along with a high-level overview of active GASB exposure drafts and projects. Participants will gain insight into how these changes affect financial reporting, disclosures and communication with governing bodies. Finally, the course addresses recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide and recent guidance issued through the Office of Management and Budget (OMB). Reporting changes related to SAM.gov are also discussed. Designed for auditors, preparers and financial leaders working with governmental and not-for-profit entities, this course helps participants understand how recent accounting and auditing changes intersect-and what to monitor as requirements 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.
Get started with Power BI
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Online
2.00 Credits
Member Price: $89
Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service and Power BI Report Server. In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features and its seamless integration with Excel. The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts. 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 Management Fundamentals
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Online
4.00 Credits
Member Price: $159
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
Forensic Accounting: When The Office Is A Crime Scene
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Online
4.00 Credits
Member Price: $149
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial and best practices in preserving electronic and paper evidence. 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.
Beyond the Numbers: Success Strategies for Female CPAs
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Online
2.00 Credits
Member Price: $89
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ChatGPT & Advanced Accounting Research
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage and professional judgment. 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 Data at 30,000 Feet: Traveling Smart with Client & Personal Information
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Online
2.00 Credits
Member Price: $119
Whether you're heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we'll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and applicable laws. We'll examine how data can be accessed — legitimately or maliciously — by third parties during travel and offer practical strategies to minimize risk, from using loaner devices and mobile device management to coordinating with IT before departure. The session includes current border search rules, international considerations and actionable tips for staying secure in transit.
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections & Selling a Partnership Interest
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Online
2.00 Credits
Member Price: $99
Partnership tax law is always difficult. However, when certain transactions come up, not knowing how to handle them can be costly to clients and practitioners. In this course, we discuss several of these types of situations. We will explore the tax impacts of a PTE election and how a 754 election affects the inside basis of partnership assets. We will then examine those tricky look-through provisions on the sale of a partnership interest in order to properly calculate the tax implications.
The FASB Conceptual Framework
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Online
2.00 Credits
Member Price: $89
Accounting is a man-made science, built on principles that require a consistent framework to ensure comparability & reliability in practice. This course introduces participants to the FASB Conceptual Framework, which serves not only as the foundation for developing accounting standards but also as a guide for applying sound judgment in practice. Jeff Sailor will cover the key elements of the framework, focusing on recognition, measurement, qualitative characteristics & disclosure requirements. The course will draw on all eight chapters of Statement of Financial Accounting Concepts (Concept 8), bringing clarity to how the framework supports financial reporting. Jeff's signature video parodies will also be featured, offering memorable reinforcement of the material.
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.
K2’s Data Analytics For Accountants And Auditors
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Online
4.00 Credits
Member Price: $149
In today's world of "Big Data" every business professional is a data analyst to some extent. This is especially true for auditors, who increasingly rely on data analytics to identify situations that require follow-up & investigation. Those who master the tools & techniques for thorough data analysis can achieve superior results in less time. Join our dynamic session to unlock the full potential of data analytics! You'll explore various tools & techniques, including Excel, multiple Excel add-ins & Microsoft's Power BI application. Whether you're looking to enhance your skills or dive deeper into the world of data analytics, this course is designed for you. Our expert instructors will guide you through practical, real-world examples, ensuring you grasp the key concepts & apply them effectively. Don't miss this opportunity to elevate your data analysis skills & stay ahead in your field. Enroll now & transform your approach to data analytics!
How to Build a Custom AI Chatbot & GPT in Plain English
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Online
2.00 Credits
Member Price: $89
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems and NotebookLM, participants will learn to design, deploy and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously. 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.
