WICPA CPE & Special Event Catalog
Becoming a Fractional CFO: What to Do & How?
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Online
2.00 Credits
Member Price: $89
Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry - be prepared for this as a possibility. Many fractional CFOs do not execute their practice as they could and that is why they are not very successful. This discussion includes over fifty (50) recommendations to strengthen your fractional CFO practice. What do clients typically need? Are you better as a solo practitioner or should you join a firm? How to manage the relationship(s)? Every effective organizations make plans and if you want a winning fractional CFO business, come join us and learn how. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
K2's Formatting Excel Spreadsheets Correctly 26-27
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Online
2.00 Credits
Member Price: $99
Stop wasting time formatting your Excel spreadsheets! Custom Formats, Templates, Styles, the Accounting Format and Precision As Displayed are all options to improve Excel formatting. Join us in this session to learn best practices for formatting your spreadsheets.
Metrics Management: Linking Strategy to Performance
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Online
2.00 Credits
Member Price: $89
Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement & execution. Participants will explore why there is no "perfect" metric, how strategy fails due to weak measurement & how financial & non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy & organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points & keep things entertaining.
Nonprofit A&A Series Part II: Revenue Recognition 26-27
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Online
2.00 Credits
Member Price: $99
Part II of a 2-part series is an overview of GAAP requirements for nonprofit organizations and will help you become proficient in nonprofit financial reporting. This session focuses on revenue recognition. Be sure to register for Part I in the series: Nonprofit A&A Series Part I: Financial Statement Presentation & Disclosure
Surgent's Data Analytics Toolkit: Tools & Applications
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Online
2.00 Credits
Member Price: $99
There is no shortage of data, but relatively few organizations have an environment and process to isolate, capture, analyze and convert data into actionable information. Too often, we collect as much data as possible, continue to use historic measurements and communicate data using traditional vehicles. Good decisions are not the result of the amount of data gathered, but of the quality and understanding of the information. The goal of this program is to explore a number of analytical tools and techniques and identify applications for them within an organization. Analytical techniques will be introduced throughout the discussion and a significant amount of time will be spent addressing the steps needed to establish a data-driven environment and identifying and discussing potential/specific applications. In this way, participants get experience they can begin to use in their organizations. An expanded list of reference books and next level software is also provided.
Surgent's Where To Live in Retirement
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Online
2.00 Credits
Member Price: $119
Deciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in retirement can best be met. The program covers the various factors that most people should consider when thinking about where to spend their retirement years.
The Art of the Interview 26-27
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Online
2.00 Credits
Member Price: $99
Uncovering financial fraud and irregularities requires more than analyzing numbers'it demands strategic questioning and keen behavioral insight. This course equips CPAs with essential interviewing techniques to detect deception, gather critical information and strengthen forensic audits. With financial fraud on the rise, mastering investigative interviewing is a crucial skill for CPAs committed to protecting organizations and ensuring financial integrity.
Surgent's Ethics for the Industry Accountant
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Online
4.00 Credits
Member Price: $159
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, our firms and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations with a focus on dilemmas that may face CPAs in the industry. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Current Nonprofit Fraud Trends
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Online
4.00 Credits
Member Price: $149
Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes. Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics: Avoiding the Slippery Slope of Ethical Pressures
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Online
4.00 Credits
Member Price: $139
Maintaining an ethical climate. Being on prime-time news might seem exciting, but not when the story is an ethics breach you committed. You may say, "that will never happen to me". And those were the words spoken by Wells Fargo, United Airlines, Senator Al Franken and Steve Wynn. A claim of an ethical failure can stay in the news for almost five years. That's long enough to damage your reputation and lower your profitability. Upholding high ethical standards for yourself and your team requires constant care and feeding. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Preparation, Compilation & Review Engagements: Update & Review
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Online
4.00 Credits
Member Price: $139
If you supervise preparation, compilation and review engagements, this course is designed to assist you in adhering to professional standards. It will inform you of the latest developments and pertinent issues relevant to these engagements as you gain insights into: The U.S. business economy Peer review practices FASB updates Various other aspects that influence preparation, compilation and review engagements
Internal Controls Over Compliance versus Compliance
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Online
1.00 Credits
Member Price: $55
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific compliance requirements. Additionally, we will address one of the most frequent findings in audits of governmental entities receiving federal grants: the misidentification of controls and the confusion between compliance and control processes. This course will help clarify the distinction, equipping you with the tools to enhance audit quality and ensure compliance effectiveness. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Improve Spreadsheets by Building Controls in Excel
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Online
2.00 Credits
Member Price: $89
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes and maximize accuracy. 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 Applying the Yellow Book to a Financial Statement Audit
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Online
4.00 Credits
Member Price: $159
A thorough understanding of the Yellow Book is essential for anyone working with governments and not-for-profits. This course provides comprehensive coverage of the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. The course uses a highly illustrative and engaging format, featuring 15 focused exercises designed to strengthen practical application and enhance working knowledge.
Surgent's Real Estate Taxation: Critical Considerations
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Online
4.00 Credits
Member Price: $159
This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022.
Understanding Internal Control Constructs
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Online
4.00 Credits
Member Price: $149
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Written Information Security Plans
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Online
1.00 Credits
Member Price: $39
This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements & implementation. Starting with the 2024 PTIN renewal season, all PTIN holders must certify they have a WISP & have trained employees, staff & contractors as necessary. Participants will explore the history & legal foundation of WISP under the Gramm-Leach-Bliley Act & how compliance is enforced through Circular 230, AICPA Statements of Standards & Federal Trade Commission (FTC) regulations. Attendees will gain practical guidance on writing an effective WISP & ensuring compliance with due diligence standards for data security.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Revenue Recognition Determine the Transaction Price Part II
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Online
1.00 Credits
Member Price: $39
The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process & industry. Previous courses in this series have covered the standard at a high level & evaluated step one & two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract: Part One Revenue Recognition: Identify the Contract: Part Two Revenue Recognition: Identify Performance Obligations: Part One Revenue Recognition: Identify Performance Obligations: Part Two Revenue Recognition: Determine Transaction Price: Part 1 Revenue Recognition: Determine Transaction Price: Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.
The Controllership Series: The Controllers Role in Compliance
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Online
1.40 Credits
Member Price: $79
The controller has several broad areas to stay up to date on regarding compliance initiatives: Financial compliance Regulatory compliance Operational Compliance IT Compliance
