WICPA CPE & Special Event Catalog
Tactical CFO Series: Make Your Business Process Work For You
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Online
8.00 Credits
Member Price: $250
Tactical CFO is a four-part series that answers the how & execution aspects of our strategies & financials. The titles include: Tactical Budgeting: Moving Beyond Traditional Budgets to Manage Performance Description - Traditional budgets often consume significant time while delivering limited operational value. This session reframes budgeting as a tactical management tool rather than a once-a-year accounting exercise. Participants will explore how to redesign the budget process to improve communication, accountability & decision-making across the organization. The session emphasizes output-based metrics, flexible budgeting approaches, benchmarking & educating non-financial managers so budgets become a tool for managing performance, not just controlling spending. Tactical Business Systems: Getting the Most From Information Systems & ERP Description - CFOs are increasingly accountable for the effectiveness of information systems, even if IT does not formally report to them. This session focuses on the tactical role finance leaders play in evaluating, selecting, implementing & managing information systems. Participants will gain a practical framework for understanding IT, ERP systems, security & emerging technologies such as AI. The session emphasizes asking the right questions, aligning systems with strategy & avoiding common pitfalls that cause system implementations to fail. Tactical Data Management: Turning Data into Actionable Information Description - Organizations collect massive amounts of data, but far less information that actually improves decisions. This session focuses on how CFOs & CPAs can tactically manage data to generate insight, improve performance & reduce risk. Participants will explore financial & non-financial data, data organization & the role of analytics in understanding customers, operations & employees. The session emphasizes clarity, simplicity & storytelling so data supports better decisions rather than overwhelming stakeholders. Tactical Finance Leadership: Building the Finance Team of Tomorrow Description - The finance function is changing rapidly, driven by technology, demographics & evolving business expectations. This session focuses on the tactical leadership skills CFOs & CPAs need to build & lead high-performing finance teams in the years ahead. Participants will explore how roles, skills & expectations are shifting & how leaders can prepare their teams for increased automation, real-time reporting & greater strategic involvement. The session blends practical leadership guidance with forward-looking insights.
Accounting for & Auditing Cryptocurrency & Digital Assets
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Online
2.00 Credits
Member Price: $89
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks and challenges evolving in this area. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Behavioral Finance Biases
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Online
1.00 Credits
Member Price: $55
If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2’s Microsoft Copilot, Including Agentic AI
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Online
2.00 Credits
Member Price: $89
Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. Microsoft Copilot for Accounting & Financial Professionals explores how AI-powered tools in Microsoft 365-like Excel, Outlook & Teams-can streamline workflows, enhance data analysis & improve client service. Learn how to harness Copilot to automate tasks, generate financial insights & collaborate more effectively, while maintaining compliance & data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work & prepare for the future of intelligent accounting.
Entertainment, Meals & Travel Expenses: Review & Update
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Online
2.00 Credits
Member Price: $89
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. 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: Strategic Risk Management
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Online
2.00 Credits
Member Price: $89
Risk management is no longer a compliance exercise-it is a core strategic responsibility of today's CFO & CPA. This session demystifies Enterprise Risk Management (ERM) by walking through the COSO framework in clear, practical terms. Participants will learn how risk integrates with strategy & performance, how organizations identify & assess risk & how leaders respond to uncertainty in a disciplined way. Using examples, polling & case discussions, this session equips financial professionals to communicate risk effectively & help organizations protect & create value. Some funny video clips will be used to focus on the learning material.
Surgent's The Americans with Disabilities Act & the Family & Medical Leave Act
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Online
0.00 Credits
Member Price: $99
The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure "equality of opportunity" and "economic self-sufficiency" for individuals with disabilities. Yet both laws have proven challenging for employers. These laws are complex with rules that can be confusing and often misunderstood. This webinar is designed to provide information, guidelines and examples of the key concepts under both laws.
Surgent's Understanding How the IRS Rewards Whistleblowers
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Online
2.00 Credits
Member Price: $99
In 2006, Congress passed the Tax Relief and Health Care Act. Prior to the Act's passage, rewards to individuals who provided information to the IRS regarding tax fraud were capped at $10 million. The Tax Relief and Health Care Act authorized the IRS to create a Whistleblower Office dedicated to investigating, processing and recovering claims concerning the underpayment of taxes. Under the IRS' new program, whistleblowers may recover 15 to 30 percent of the amount collected provided the taxes and amounts in dispute exceed $2 million. If the whistleblower's claim does not meet these criteria, the IRS may still consider granting an award under its pre-2006 Tax Relief Act discretionary authority. Given the rapid growth of this program, practitioners should have a basic understanding of the procedure and content for IRS Whistleblower claims, both from the perspective of a claimant's potential to recover and a taxpayer's exposure to liability.
Fraud In Single Audits
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Online
4.00 Credits
Member Price: $199
With all the planning, procedures, and reporting involved in a single audit, sometimes things can slip through the cracks. But what if the thing that slips through is fraud? Compiled from news releases, court records, and the thrilling annals of the Federal Audit Clearinghouse, this course tells the tale of seven real-world frauds that seemingly dodged detection in the single audit process. Leveraging the incredible gift of hindsight, this course is designed to raise your awareness and sharpen your focus on the potential for fraud in single audits!
Surgent's Business Law for Small Business Owners
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Online
4.00 Credits
Member Price: $159
One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover basic compliance areas for small business owners. We will look at the main elements of a contract, taxation of entity types, worker classification, property law and many of the other areas that are often overwhelming for small business owners. By being able to speak to these issues, practitioners will be able to add value and help their small business owner clients grow and thrive.
Operations Level Internal Control
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Online
4.00 Credits
Member Price: $149
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider 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.
Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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Online
8.00 Credits
Member Price: $300
With the increasing complexity & ever-changing nature of tax laws & issues, today's accountant needs a one-day update course focusing on business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities & pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly & have a successful Federal business income tax filing season. 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
ChatGPT & IRS Taxation Law Research
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Online
2.00 Credits
Member Price: $89
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Common Deficiencies in SSARS Engagements
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Online
4.00 Credits
Member Price: $149
Preparation, compilation and review engagements continue to receive heightened attention in peer review, even years after the issuance of SSARS No. 21. This course examines the most common deficiencies identified in peer reviews of SSARS engagements, with an emphasis on practical compliance and engagement quality. Participants will explore frequent problem areas in preparation, compilation and review engagements and discuss why these deficiencies occur. The course focuses on understanding the root causes of noncompliance, rather than simply listing technical errors and highlights practical approaches firms can use to improve consistency, documentation and overall engagement performance. Designed for practitioners performing SSARS engagements, this course helps participants strengthen compliance while maintaining an efficient and practical approach to engagement execution. 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 Weekly Expert Hour
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Online
1.00 Credits
Member Price: $59
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today — your clients and your bottom line will thank you.
The Controllership Series: The Controller's Role in Artificial Intelligence
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Online
1.40 Credits
Member Price: $39
Here's a more detailed look at the controller's role in AI: Data Integrity & Quality:Controllers are responsible for ensuring the quality & integrity of data used to train & inform AI models. They work to establish data governance frameworks, implement data quality initiatives & ensure data lineage (tracking data From source to downstream systems). Risk Management: Controllers assess potential risks associated with AI implementation, including inaccuracies, vulnerabilities & ethical considerations. They help define & implement risk management frameworks for AI, ensuring that AI systems are used responsibly & ethically. Compliance: Controllers stay informed about relevant regulations & ensure AI systems are compliant with those regulations.They monitor AI systems to ensure they are not violating any laws or policies. Transparency & Auditability: Controllers work to ensure that AI decisions are transparent & auditable.They establish processes to review AI decisions & identify potential biases or errors. Collaboration & Training: Controllers work with IT & business teams to understand AI's capabilities & limitations.They provide training to teams on how to use & manage AI tools effectively. Value Creation:Controllers can leverage AI to identify areas for automation, improve efficiency & gain real-time insights into financial operations. They can use AI to make more informed decisions & create more strategic recommendations for action. Emerging Role:The role of the controller is evolving with the rise of AI, with controllers becoming more hands-on throughout the implementation process. They are increasingly seen as catalysts for AI-enabled transformation, helping to identify potential use cases & build confidence in the technology
Introduction to Governmental Accounting 101
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Online
2.00 Credits
Member Price: $89
Introduction to Governmental Accounting 101, is a 2-hour webcast that takes the participant on a whirlwind tour of governmental accounting basics, focusing on wetting the participant's appetite for more. This session will be the first of a series of webcasts, with each subsequent webcast delving deeper & deeper into governmental accounting basics.
Surgent's Social Security: Dispelling Common Myths with Essential Truths
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Online
2.00 Credits
Member Price: $119
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. This course dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security "on" button.
What's Behind the Data?
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Online
2.00 Credits
Member Price: $89
We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans and Hans Rosling. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Role of Internal Audit in Enterprise-Wide Risk Management
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Online
4.00 Credits
Member Price: $149
Those charged with governance, with the assistance of internal audit, are responsible for overseeing the strategic direction of the organization & ensuring value is delivered to the entity's stakeholders. This course will provide guidance on fulfilling the responsibility for challenging how much risk & uncertainty to accept through the application of COSO's Enterprise Risk Management Framework.
