WICPA CPE & Special Event Catalog
Surgent's Business Writing: Professional & Effective Emails
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Online
2.00 Credits
Member Price: $99
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
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 Time Management for Professionals
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Online
2.00 Credits
Member Price: $99
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation and discipline of each individual. This course provides simple, practical and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
Introduction to Amplified Management Practice (AMP)
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Online
2.50 Credits
Member Price: $99
Introduction to Amplified Management Practice (AMP) is a high-impact, 120-minute crash course designed for leaders tired of juggling chaos, burnout & broken systems. Whether you're an HR professional, executive, or manager, this session equips you with a practical, repeatable framework to lead with clarity, align your team with purpose & build momentum without losing your mind, through the core AMP mindsets-- Respect, Curiosity, Transparency & Stewardship-- and its three pillars-- Vitalizing, Conducting & Reinforcing-- you'll learn how to connect customer needs, strategy & operations while inspiring innovation & meaningful change. Perfect for busy professionals, this course delivers quick wins & lasting impact, helping you lead smarter, not harder.
10 Keys to Outstanding Service & More Referrals
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Online
4.00 Credits
Member Price: $149
In a competitive economy, CPA's & their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you'll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.
ACPEN Signature 2026: Financial Statement Preparation: Compilation & Review Update
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Online
8.00 Credits
Member Price: $250
This ACPEN Signature course is designed to assist CPAs who perform financial statement preparation, compilation, or review engagements. Our panelists will provide an in-depth analysis of the SSARS & will provide practice tips that will assist you in performing profitable standard-compliant engagements. The program also includes an ethics update, discussion of new Quality Management standards & insights into emerging accounting & review hot topics impacting practitioners.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Finance & Innovation: Reinvent Your Organization & Dept.
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Online
8.00 Credits
Member Price: $239
Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Metrics Management Series
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Online
8.00 Credits
Member Price: $250
Metrics Management is a four-part series that answers the measurement, accountability & performance of our strategies & financials. The titles include: Metrics Management: Linking Strategy to Performance Description - 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. Metrics Management: Selecting the Right KPIs Description - Choosing the wrong metrics can create noise, confusion & unintended behavior. This session helps CPAs & CFOs identify & select meaningful KPIs that align with strategy & are understood by users. Participants will learn how to balance financial & operational metrics, tailor KPIs to responsibility centers & think like customers when designing performance measures. The session emphasizes simplicity, relevance & usability over volume & complexity. Humorous videos will be incorporated to drive home some key points & keep things entertaining. ____________________________________________________________________________________________________________________________ Metrics Management: Measuring Performance in the Real World Description - Designing metrics is only half the challenge-- making them work in practice is where most organizations struggle. This session focuses on applying metrics in real-world environments, including responsibility centers, profit centers & service organizations. Participants will explore output measurements, controllable versus non-controllable costs, cost allocation challenges & benchmarking. Case discussions illustrate how better information leads to better decisions & improved performance. Humorous videos will be incorporated to drive home some key points & keep things entertaining. Metrics Management: Dashboards, Performance Tools & Open-Book Management Description - Metrics only add value when they are communicated clearly & used consistently. This session focuses on dashboards, performance management tools & open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail & how transparency & trust improve performance. The session emphasizes visualization, communication & using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points & keep things entertaining.
Surgent's Key Current Financial & Economic Issues Facing the Financial Executive
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Online
8.00 Credits
Member Price: $279
The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.
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.
Small Business Risk Avoidance
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Online
4.00 Credits
Member Price: $149
Enterprise Risk Management for SMEs
Resistance to Resilience: Strive for Tech Change Acceptance
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Online
1.00 Credits
Member Price: $55
Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics and automation and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM) and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic & Don Minges
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Online
1.00 Credits
Member Price: $39
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today's competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Leading Risk Management Practices in a Dynamic Risk Environment: Part II
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Online
1.20 Credits
Member Price: $39
In Session One we evaluated: Examine Governance Organizational Framework (Strategy & Risk), Determine how to identify risks, Understand how to Assess Risk: Risk Assessment impact & likelihood, Steps towards performing a comprehensive Risk Assessment & Prioritization. This session goes deeper into the process of risk management & risk assessment. This session also includes a case scenario for evaluating risk management risks.
AICPA Statements on Standards for Tax Services: Ethical Considerations
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Online
2.00 Credits
Member Price: $89
The AICPA revised the Statements on Standards for Tax Services, providing the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024. This course does not quality for IRS credit.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
K2’s Expense Reporting Automation
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Online
2.00 Credits
Member Price: $89
Managing & auditing employee spending on personal & corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation & approval processes are tedious & repetitive & are an excellent place to start your company's use of business process automation solutions. This session will cover a variety of expense workflow tools which use technologies & features like bank feeds, mobile receipt capture, OCR data extraction/filling, automated policy enforcement & artificial intelligence-based validation to automate & eliminate the tedium. Attend this session & learn how to use automation & cure the expense reporting blues for you & your employees.
Common Sense CFO: Decoding & Mitigating Internal & External Risks
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Online
2.00 Credits
Member Price: $89
Do you get bored with similar rubrics' cube COSO risk model courses? They are important & great, but this course is intended to offer a fresh approach on the view of risk using the dynamic landscape of modern business; CFOs are charged with navigating an array of external & internal risks that can impact organizational performance & sustainability. This seminar will empower finance professionals with the foresight & practical tools needed to understand, anticipate & mitigate both external & internal risks. We must be aware & anticipate. If we do not adequately prepare, we will be exposed to avoidable & onerous risk. Essential for leaders & organizations that want to survive & thrive. This seminar stands on its own but is also part of the Common Sense CFO series.
Profiles in Fraud
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Online
2.00 Credits
Member Price: $89
Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Income Tax Planning for Bond Investments 26-27
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Online
4.00 Credits
Member Price: $175
Clients concerned about market volatility often prefer more conservative fixed-income investment strategies. There are many choices to consider: taxable or tax-exempt bonds; Treasury Bills or inflation-indexed bonds; and direct purchases, exchange-traded funds, or mutual funds. This course will explore the current economic environment, various fixed-income strategies and their taxation. Companion course: Tax Aspects of Stock Investing
Revenue Recognition for Private Entities 26-27
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Online
4.00 Credits
Member Price: $175
Revenue involves significant risks that warrant special consideration during audits. The Financial Accounting Standards Board (FASB) has issued a new standard—"Revenue from Contracts with Customers" that replaces most industry-specific revenue recognition requirements in US GAAP. A new principles-based, five-step revenue recognition model now applies. Recent disclosures of qualitative and quantitative information, significant judgments and changes in judgments are also required. New systems, processes and controls may be needed. Poor design or implementation may pose heightened risks of material misstatement, including those due to fraud.
