WICPA CPE & Special Event Catalog
How AI Is Automating Internal Control
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Online
4.00 Credits
Member Price: $149
The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Accounting Industry Update 26-27
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Online
8.00 Credits
Member Price: $329
Stay current on recent changes in accounting and auditing. Review Financial Accounting Standards Board (FASB), U.S. Securities and Exchange Commission (SEC), Private Company Council (PCC), Public Company Accounting Oversight Board (PCAOB) and American Institute of Certified Public Accountants (AICPA) standard-setting activity in the current year. Implementation dates will be provided so you can plan for changes and the course will highlight the changes that will be implemented in the current year. Also, we'll discuss the difference between public and private company requirements.
K2's Advanced Excel 26-27
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Online
8.00 Credits
Member Price: $329
If you're ready to move beyond Excel's fundamental features, participate in K2's Advanced Excel. This course will teach you about collaboration options, security techniques, tables, data models, PivotTables and advanced formulas.
2025-2026 Federal Tax Updates: Business Entities
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Online
8.00 Credits
Member Price: $239
The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. 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 Assessing the Risk of Fraud in a Financial Statement Audit
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Online
8.00 Credits
Member Price: $279
From Enron and WorldCom in the early 2000s to Wirecard and FTX in recent years, the risk of fraud in an audit remains high and the potential loss to the public has only increased. The Association of Certified Fraud Examiners (ACFE) annual reports find that fraud is potentially lurking in all businesses, including not-for-profit organizations. It often goes undetected for years and, when uncovered, management and the board may question why an auditor did not identify it - even though most corporate frauds are identified by internal personnel. Still, the auditor's responsibility in a financial statement audit is to assess risk and perform sufficient procedures to obtain reasonable assurance that the financial statements are free from material misstatement due to fraud (or error). However, failure to perform an adequate fraud risk assessment and report deficiencies in internal control, such as a lack of segregation of duties, can leave a firm vulnerable. This course will discuss the audit procedures that should be performed in accordance with AU-C §240, Consideration of Fraud in a Financial Statement Audit, as recently amended; best practices in performing fraud risk assessment procedures; when and how to report control deficiencies noted in an audit; and the most frequent types of fraud found in small to mid-sized entities along with internal controls that could be implemented to help prevent and detect them. We will also look at various cyber fraud schemes and how they might be prevented or detected, the use of analytics as fraud risk procedures and assessments of fraud risk in a Single Audit. Fraud is now more complicated than ever. From deepfakes to complex denial-of-service attacks, auditors have more to consider in their risk assessment than they did even five years ago. This course features case studies and detailed illustrations to help auditors know what to look for and how to respond to potential fraud in their audits.
Surgent's Preparing Not-for-Profit Financial Statements
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Online
8.00 Credits
Member Price: $279
Accurate and effective financial reporting is essential for every not-for-profit organization and it requires a solid understanding of today's reporting requirements. This course equips professionals with the knowledge and tools to confidently navigate not-for-profit accounting standards. You'll learn how requirements are applied in financial statements, explore available reporting options and gain clarity on key areas such as net assets, contributions and functional expense reporting. Through a highly illustrative format and over 30 targeted exercises, this course provides a practical, hands-on approach to building expertise in not-for-profit accounting and reporting.
Surgent's Securing a Comfortable Retirement in the Age of Spending
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Online
8.00 Credits
Member Price: $279
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
Bytes, Bias & Balance: Data Ethics for Savvy Accountants
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Online
2.00 Credits
Member Price: $89
This course explores the transformative role of artificial intelligence (AI) in accounting and auditing, highlighting its vast potential while addressing the associated risks and ethical considerations. Participants will discover how to harness AI tools to enhance efficiency and innovation, while mitigating challenges such as overreliance, data security vulnerabilities and ethical dilemmas. Through case studies and interactive discussions, you'll gain practical skills to navigate AI complexities, ensure trustworthy outputs and uphold ethical standards in today's fast-paced digital environment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Taxation of the Cannabis Industry
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Online
2.00 Credits
Member Price: $89
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements and market trends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Online
4.00 Credits
Member Price: $149
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Thinking Like an Auditor When Preparing Your Financial Statements
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Online
2.00 Credits
Member Price: $89
External auditors understand concepts like materiality, reasonableness & risk of material misstatement. This course will explain how to think like an auditor when preparing & fairly presenting your financial statements & related disclosures.
Fraud & Embezzlement: Case Studies from the Trenches
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Online
2.00 Credits
Member Price: $89
Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the small Illinois town of 16,000 residents was the largest governmental fraud case to date and spanned an astonishing 20 years. This remarkable story inspired an award-winning documentary, "All the Queen's Horses." We will also examine factors that led to scandals involving the Baptist Foundation of Arizona, World Com, Collin Street Bakery and the Ohio American Cancer Society, among others. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel. 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.
Surgent's Controllership Skills Update: Mergers, Acquisitions & Alliances
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Online
2.00 Credits
Member Price: $99
Mergers, acquisitions and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm with the acquirer and provide a single organization with increased growth potential has been somewhat shaky. This session provides a roadmap including specific actions for financial professionals focused on improving the results of an acquisition, sale, formation of an alliance and/or outsourced activities. This program continues to be updated based upon trends and recent events. In addition to traditional topics, it includes discussions on the impact of taxes, corporate structures to manage M&A and internal venture capital, strategic spin-offs/splits, issues concerning goodwill and managing outsourced activities. The program expands the topics covered in the Controllership Skills Update Series. As with the other programs, this brief session is aimed at renewing and expanding participants' existing skills, by providing specific actions to improve an organization's results. Real-world examples are used throughout the session.
Surgent's Depreciation Rules for Bonus & Section 179 Expensing
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Online
2.00 Credits
Member Price: $99
Thanks to the One Big Beautiful Bill Act (OBBBA) passed in 2025, 100% bonus depreciation is now permanently available for new and used assets. OBBBA has restored 100% bonus depreciation and increased the depreciation that can be taken under Section 179. OBBBA also provided a new, important depreciation topic — qualified production property. These topics, covered extensively in the program, are vital for tax practitioners advising business taxpayers.
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.
Fraud Case Studies: Professional Misbehavior in the 21st Century
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Online
4.00 Credits
Member Price: $149
Savvy accountants pay attention to fraud trends so they can implement preventive and/or detective controls. This course examines novel frauds to explore potential mitigation measures. Participants will see how selected frauds were accomplished so they can consider internal controls that could have foiled the fraudsters' nefarious efforts. We examine broad ethical considerations & specific provisions of the AICPA Code of Professional Conduct. Along the way, we consider dramatic details of several fraud cases to illustrate practical applications that accountants can apply in their professional endeavors.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
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.
Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms
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Online
8.00 Credits
Member Price: $279
The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax preparation guidelines. Within each chapter, we illustrate various parts and areas of interest when preparing a 1065, including examples and corresponding tax forms. We bring it all together in the final two chapters with a comprehensive example that integrates and links all previous chapters. The course and instruction delivery are geared toward a basic understanding and progress to more complex issues via Surgent's "Step-by-Step" preparation guide.
Take Command of your Time
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Online
2.00 Credits
Member Price: $89
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Supervised AI Agents as Internal Audit Team Members
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Online
1.00 Credits
Member Price: $39
How should internal auditors & finance team leaders use Agentic AI? What are the dos & do nots? When deployed properly AI is wonderful. Can AI help with SOX testing? We review how to avoid the common mistakes that eliminate the benefits that AI can provide. Join us to learn about those expensive lessons. Agentic AI ('Artificial Intelligence') is rapidly being deployed by leading audit, compliance & finance teams. While AI agents are not yet replacing all of today's knowledge workers like auditors, accountants & IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth & scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk & compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors & IT security professionals to enhance efficiency, consistency & assurance quality. Of critical importance is training & supervision so that the AI agents accomplish their testing to mee the intended quality standards. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal & external assurance. Be prepared & learn From others.
