WICPA CPE & Special Event Catalog
Retaining Top Talent: Strategies for CPA Firms
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Online
1.00 Credits
Member Price: $55
In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like "pay more, expect less" to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you're a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Better Business Writing: Improve Your Speed & Quality
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Online
2.00 Credits
Member Price: $79
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 and making it far more likely your reader will read and understand your message.
The CPA’s 2026 Guide to Cryptocurrency & Blockchain 26-27
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Online
2.00 Credits
Member Price: $99
We have passed the 15-year anniversary of the start of the cryptocurrency market with the release of Bitcoin in 2010. It is estimated today that 1 in 5 people in the U.S. trade in cryptocurrency. With the recent changes in the legislative landscape this number is poised for substantial growth. In addition, there will be natural evolution towards "smart contracts" powered by AI and the integration of cryptocurrency as the payment mechanism. For these reasons, it is important for every CPA to have a baseline understanding of the cryptocurrency marketplace and the technology it is built on.
The Current & Future Landscape of Audit Technology
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Online
2.00 Credits
Member Price: $89
Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI) and automation and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies and actionable tips, you'll learn how to navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Partnership Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
Member Price: $149
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative & tax form changes. Emphasis will be placed on partners "tax basis" capital accounts & now required for tax form reporting, as well an overview of K-2 & K-3 reporting requirements & effective dates. 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
Excel Essentials for Today’s Accountant: How To Become an Expert in One Day
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Online
4.00 Credits
Member Price: $149
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods & techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing & reporting information & dive into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets From a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.
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.
K2's Dynamic Arrays In Excel
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Online
1.00 Credits
Member Price: $39
Dynamic arrays can be a tremendous time-saver in Excel, but most business professionals remain unaware of what should be a commonly used tool. With dynamic arrays you can reduce the time you spend creating & updating formulas & improve your accuracy at the same time. You can also take advantage of some innovative features associated with dynamic arrays to automate many calculations & data entry tasks. If you've yet to discover dynamic arrays, make plans to participate in this session to learn how you can take advantage of this terrific feature. If you're ready to transform your data into actionable insights & finally get the reports you need, this session is your game-changer. Join us & take control of your QuickBooks Online reporting like never before!
Business Partnerships: Managing Supplier Relationships
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Online
1.00 Credits
Member Price: $55
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Cryptocurrencies for the CFO: Explaining Blockchain
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Online
2.00 Credits
Member Price: $79
What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do and will continue to, impact our workplace and lives?
Considerations of Fraud
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Online
2.00 Credits
Member Price: $89
This course provides an in-depth exploration of AU-C 240, Consideration of Fraud in a Financial Statements Audit. Participants will gain practical insights into identifying, assessing & responding to fraud risks within the context of financial statement audits. Through engaging lectures, real-world examples & case studies, the course examines the nature & characteristics of fraud, including fraudulent financial reporting & misappropriation of assets. It also delves into the auditor's responsibilities under AU-C 240 for planning & performing audits with fraud considerations, techniques for identifying fraud risk factors & assessing risks of material misstatement & methods for designing & implementing effective audit procedures. Additionally, participants will explore best practices for communicating & documenting findings related to potential or identified fraud. Ideal for auditors at all experience levels, this course equips attendees with the knowledge & tools necessary to navigate fraud-related complexities & maintain audit integrity.
Cybersecurity: Protecting Your Firm's Data & Reputation
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Online
2.00 Credits
Member Price: $89
Cybersecurity protection of digital data continues to be a top priority for CPAs. The cyber threats continue to increase and are becoming more sophisticated with the advent of AI technology. The first step is to understand what the primary threats are, the potential damage they can inflict and, most importantly, how to mitigate the risks. This course will prepare you have informed conversations with your IT service providers to ensure you are employing best practices in cybersecurity protection. 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 Advanced Topics In Power BI 26-27
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Online
2.00 Credits
Member Price: $99
If you're ready to move past Power BI's fundamentals, participate in this session to learn how to create user-defined calculations, manage security options, publish reports and dashboards to apps and add Key Performance Indicators, among other items.
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $89
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. 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 Annual Update for Defined Contribution Plans
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Online
2.00 Credits
Member Price: $99
This course will provide a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans. Participants will be provided with an insight into the common errors and mistakes made by auditors and plan administrators. Results from the Department of Labor's ("DOL") audit quality study will be discussed and reviewed. This material will provide auditors and plan administrators with up-to-date information regarding defined contribution plans auditing, reporting and disclosure requirements.
Surgent's Marijuana: A Generalized Business Viewpoint
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Online
2.00 Credits
Member Price: $99
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a complex regulatory landscape, which includes strict compliance with federal and state regulations. However, the complexity of this emerging market provides opportunities for accountants and other financial professionals. Behind the cannabis dispensaries are scores of related business sectors including food production, retail, farming and chemical production, as well as facilities, design and construction. Simply stated, the commercialization of marijuana offers financial professionals an opportunity to participate in an industry expected to reach $73 billion worldwide within six years.
Surgent's Taxation of Tips & Overtime Under OBBBA
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Online
2.00 Credits
Member Price: $119
Arguably the most discussed topics to come out of the One Big Beautiful Bill Act (OBBBA) are the taxation of tips and overtime. Practitioners need to understand these provisions now, as they are effective for 2025 tax returns. This program provides practitioners with the background currently available to advise clients regarding these two important tax developments. Both employers and employees need to understand these timely changes to taxation.
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions & Selling Shares
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Online
2.00 Credits
Member Price: $99
S corporation taxation has a lot of pieces. There are helpful elections you can make that can potentially save your client money, but there are also rigid rules to adhere to. For example, if there is more than one class of stock, it can terminate the S corporation election. Learning how to successfully navigate these rules can make all the difference. In this course, we will discuss some of the more common specialty areas experienced by practitioners — late filing relief for S corporation elections, disproportionate distributions and selling S corporation shares. While these items may not come up on every single Form 1120-S, you will be able to add more value to clients when they do.
Surgent's Employer's Handbook: Health Care, Retirement & Fringe Benefit Tax Issues
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Online
4.00 Credits
Member Price: $159
The employer-employee relationship strains both sides in uncertain times and businesses need CPAs, controllers and other advisors to provide understanding of the complex legal, tax and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.
The Complete Guide to the Preparation of Form 1041
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Online
8.00 Credits
Member Price: $250
Preparing Form 1041 is essential for tax professionals working with estates & trusts. This course provides a practical, step- by-step approach to completing the U.S. Income Tax Return for Estates & Trusts, covering key issues such as distributable net income (DNI), income in respect of a decedent (IRD) & tax compliance for fiduciary entities. Participants will gain a clear understanding of Subchapter J of the Internal Revenue Code & learn how to apply tax rules to real world situations. Through case studies & line-by-line instruction, this course equips professionals with the skills needed to prepare Form 1041 accurately & efficiently. Additionally, it will include updates on any new legislation or IRS guidance introduced by the current administration & its impact on fiduciary taxation. 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
