WICPA CPE & Special Event Catalog
Enterprise-Wide Risk Management in Accounting & Finance
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Online
4.00 Credits
Member Price: $149
Organizations are challenged with identifying, evaluating and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Navigating IRS Collections: The Collection Process
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Online
2.00 Credits
Member Price: $89
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionally, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The CFO Who Went to Prison
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Online
2.00 Credits
Member Price: $89
Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua's story and covers how and why executives with high annual incomes make short-sighted decisions that can cost them their job and freedom. 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.
Ethics, AI & Music: What Every CPA Must Know
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Online
1.00 Credits
Member Price: $55
You may be surprised to learn how artificial intelligence is transforming the music you love. For example, what happens when AI creates songs based on other people's work without credit or payment? How should musicians disclose the role of AI in their recordings? The challenges that AI poses for music, such as threats to intellectual property, confidentiality, fairness and professional reputations, are also front and center in accounting. This one-hour ethics course invites you to explore one of your favorite subjects outside of work. You'll discover how the five principles of ethical intelligence can help you listen to music in ways you never considered before. You'll also see how these same principles guide you in making the best decisions in your accounting practice. 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 SECURE Act 2.0: Planning Opportunities for Individuals
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Online
1.20 Credits
Member Price: $39
The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to accounts & new ways of accessing these funds. This course will provide a concise look at these hot topics. 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.
Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements & Employee/Independent Contractor
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Online
2.00 Credits
Member Price: $99
This program covers three topics: the Department of Labor's changes in overtime rules, the Federal Trade Commission's ban on most non-compete agreements and the Department of Labor's new rules relating to differentiating between employees and independent contractors under the Fair Labor Standards Act (FLSA). Any suspensions due to court challenges will be discussed. Understanding these new changes will allow accounting and finance professionals to discuss these important business law changes with their clients.
Surgent's Starting a Small Business: What Every Trusted Advisor & Entrepreneur Needs To Know
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Online
2.00 Credits
Member Price: $99
Starting and owning a small business remains one of the most powerful ways to build long-term wealth, alongside investing and real estate ownership. But today's business environment is fundamentally different than it was even a few years ago. Entrepreneurs must navigate rapid technological change, artificial intelligence, shifting workforce expectations, evolving regulatory frameworks, fluctuating capital markets and increased federal and state scrutiny in areas such as non-compete agreements, data privacy and employment law. Every large business begins as a small business, yet the risks and complexities of launching and scaling a company have increased. Owners and their advisors must address critical issues including selecting the proper entity, liability protection, financing, intellectual property protection, employment contracts, noncompete, insurance coverage, operations and technology adoption. Decisions made at formation can materially affect a company's long-term value and ability to grow and ultimately sell. This course provides a practical, up-to-date overview of the legal, financial and strategic considerations that business owners and their professional advisors must evaluate in today's environment. Drawing on current research, regulatory developments and real-world trends, the program focuses on helping entrepreneurs build resilient, compliant and scalable businesses in a rapidly changing economy.
The Ethic of Recruitment & Selection
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Online
2.00 Credits
Member Price: $89
Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success. 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.
Planning for Small Business Success
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Online
4.00 Credits
Member Price: $149
Strategic Planning for SMEs
Small Business Risk Avoidance
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Online
4.00 Credits
Member Price: $149
Enterprise Risk Management for SMEs
2026 Tax Season Update for Individuals With Steve Dilley
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Online
4.00 Credits
Member Price: $149
This comprehensive fall tax update provides an in-depth review of the latest federal tax changes & IRS guidance following the enactment of OBBBA 2025, highlighting new legislation & provisions, regulatory shifts & planning opportunities that will affect individual & tax compliance in the current filing season & beyond.
Managerial Accounting: Your Prescription for Better Decision
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Online
4.00 Credits
Member Price: $149
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. 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 Fundamentals
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Online
2.00 Credits
Member Price: $89
AU-C Section 315 requires the auditor to gain an understanding of the entity & its environment & the entity's internal controls in order to design appropriate audit procedures. This course will review the key requirements of COSO which is one of the most widely used internal control frameworks. We'll also review the limitations of internal controls. Additionally, this course will introduce the risk assessment process & the various audit procedures to evaluate controls & to determine whether to test the operating effectiveness of controls.
Listening to the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
This course will allow you to get reacquainted with the statement of cash flows. We will refresher your skills regarding both the preparation & utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows & insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements.
Google Gemini Deep Dive Hands-on Bootcamp for CPAs
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Online
2.00 Credits
Member Price: $89
Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put Google Gemini AI to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of Gemini on your computer. Practice files will be provided so that you don't have to expose your confidential data. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Making Effective Decisions When You Can't Get What You Want
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Online
2.00 Credits
Member Price: $89
Even if managers have incomplete information or constraints, they still must make choices. This session provides advice for navigating rocky decision-making terrain encountered by managers who must make choices despite imperfect information and/or constrained resources. We explore ways to leverage available information to make effective decisions when seemingly critical details cannot be obtained. We also illustrate managerial accounting techniques for optimizing profitability when inputs or resources are constrained by supply chain disruptions or other limitations. 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 Governing Agentic AI: Cybersecurity, Data & Risk
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Online
2.00 Credits
Member Price: $119
As accounting firms and financial institutions deploy agentic AI, they face significant governance challenges. This course focuses on cybersecurity, data governance and risk management practices essential for the safe and effective use of autonomous systems. Participants will examine frameworks such as NIST AI RMF and the CSA's red-teaming guidelines, as well as case studies on AI-powered cyber incidents. The course equips professionals to assess agentic system vulnerabilities, implement controls and integrate risk insights into enterprise compliance strategies. This course equips CPAs to fulfill their oversight responsibilities in safeguarding financial data and ensuring the reliability of autonomous systems within the enterprise's control environment.
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.
How AI Fits into the Accounting World
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Online
2.00 Credits
Member Price: $89
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Analytical Procedures for Nonprofits
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Online
2.00 Credits
Member Price: $89
Strong analytical procedures are critical for evaluating the fair presentation of financial statements. In addition, Financial statements are only as good as the information & trends that they produce for operational, strategic, or compliance purposes. This course will provide insights into how to determine the strength & efficiency of nonprofits in achieving objectives & knowledge to improve the analysis of the fair presentation of a nonprofit's financial statements.
