WICPA CPE & Special Event Catalog
Business Ethics: Cases From the Real World
-
Online
4.00 Credits
Member Price: $149
Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas & how to resolve them. Being ethical is not the same as complying with the law & ethical issues are not always black & white. This session will review different professional ethical standards. What does integrity mean in the office? If you want to learn lessons From the best in a short time, this session is for you. Participate in engaging dialogue about how to prepare for the inevitable ethical situations. These lessons are valuable for every business leader.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
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.
Fundamentals of the 1040 Business Income & Reporting
-
Online
4.00 Credits
Member Price: $149
This course is designed for practitioners in their first through fifth years of practice. Through a theoretical & practical study of Form 1040 & selected accompanying schedules, the course reviews the fundamental rules governing the preparation of individual income tax returns. Participants will examine taxpayer filing requirements & filing status, dependency determinations, reporting different types of income & adjustments to income & the distinction between business income & hobby income. The course also reviews itemized deductions & the standard deduction, common refundable & nonrefundable income tax credits & documentation requirements for Earned Income Tax Credit (EITC) due diligence. In addition, the program addresses preparer responsibilities, ethical considerations in tax return preparation & confidentiality, privacy & disclosure requirements. 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 terri.storer@acpen.com
Mining Your Firm Client Database for Revenue
-
Online
1.00 Credits
Member Price: $55
Your client database is more than a record of past engagements-it's a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships and drive sustainable revenue growth. From identifying cross-selling potential to leveraging automation tools for proactive outreach, this webinar will equip firm leaders and client managers with actionable strategies to turn dormant data into dynamic business development. Whether you're a solo practitioner or part of a larger firm, you'll walk away with a roadmap for transforming your client list into a revenue-generating engine. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Exercise Your Ethics: Techniques to Improve Ethical Response
-
Online
2.00 Credits
Member Price: $89
Many courses highlight ethical failures - this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical "muscle" is ready for any dilemma. This course incorporates ideas from leading ethical authors and includes data from the ACFE Report to the Nations. 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.
Internal Control Changes for Remote Workers
-
Online
2.00 Credits
Member Price: $89
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Planning in an Uncertain World
-
Online
2.00 Credits
Member Price: $89
We all make predictions in our personal & professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future. In the past few years, research into improving predictions has advanced. We will look at this research & current best practices in forecasting to help us prepare better budgets & projections.
Financial & Tax Accounting for S Corporations
-
Online
4.00 Credits
Member Price: $149
This program addresses the many complex financial & tax accounting issues that are common in S corporation transactions, with discussion of common pitfalls & the AICPA "small" GAAP accounting standards. This course does not qualify for IRS credit.
Ethics, Spirituality, Love & Belonging in the Workplace
-
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.
Schedule K-1: What is it & What do I do with it?
-
Online
2.00 Credits
Member Price: $89
This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on Form 1040, with emphasis on common income, deduction and credit items. The course also demystifies the Qualified Business Income (QBI) Deduction, including eligibility criteria, reporting mechanics and integration with K-1 data. Key compliance topics-such as basis and loss limitations, material participation rules and passive activity considerations-will be addressed through practical examples. In addition, attendees will be briefed on recent developments affecting Schedules K-2 and K-3, ensuring they are equipped to navigate evolving international reporting requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethical Intelligence for Artificial Intelligence
-
Online
2.00 Credits
Member Price: $89
Organizations & individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention & other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting & provides suggested best practices.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Ethics: Court Orders, Confidentiality & Compliance
-
Online
2.00 Credits
Member Price: $89
Tax professionals often find themselves navigating complex ethical terrain when responding to court-ordered summonses, especially in emotionally charged settings like divorce. This course explores the ethical obligations and legal boundaries that govern the disclosure of taxpayer information, with a focus on IRC 7216 and 6713, Circular 230 and the Gramm-Leach-Bliley Act (GLBA). Through scenario-based learning and practical analysis, participants will examine how ethical principles intersect with legal mandates and how to maintain professional integrity when faced with conflicting client interests, ambiguous court orders, or pressure to over-disclose. This course emphasizes informed consent, scope limitations and the preparer's duty to protect confidentiality even when disclosure is legally permitted. This course provides the tools and frameworks needed to make sound decisions, avoid regulatory pitfalls and uphold the highest standards of practice in sensitive legal contexts. 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.
Proper Financial Accounting for Partnerships & LLCs
-
Online
4.00 Credits
Member Price: $149
Although they are the most common entities for small & mid-sized business, financial (book) accounting for partnerships & LLCs are rarely discussed. This course examines the proper financial accounting for these tax-driven entities.
Written Information Security Plans
-
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.
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
-
Online
2.00 Credits
Member Price: $89
In today's business world, there is a war for talent & organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward & recruit. The GAAP & tax accounting for equity compensation plans is not static & decisions that you make during plan set-up can have major consequences to your organization's bottom line & your management team's personal tax situations. We will review nuances & details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis & detailed accounting for these plans: this session will help you understand the issues & get it right the first time.
Surgent's Compilations, Reviews & Preparations: Engagement Performance & Annual Update
-
Online
8.00 Credits
Member Price: $299
Specifically designed for preparation, compilation and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical and technical requirements.
The Best Individual Income Tax Update Course by Surgent
-
Online
8.00 Credits
Member Price: $299
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
Supervised AI Agents as Internal Audit Team Members
-
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.
Better Business Writing: Improve Your Speed & Quality
-
Online
2.00 Credits
Member Price: $89
Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time & making it far more likely your reader will read & understand your message.
K2’s NextGen Document Management, Workflows, And Portals
-
Online
2.00 Credits
Member Price: $89
The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration & internal workflows using AI-enhanced systems & integrated portals. Learn how new-generation ("NextGen or NGX") paperless ecosystems combine security, automation & accessibility to streamline client communications & approvals. The session will review leading document management & workflow tools, portal features & how integration across accounting, tax & client service platforms drives productivity & compliance. Attendees will leave equipped to evaluate & implement modern document systems that enhance client experience while maintaining robust security & compliance controls.
