WICPA CPE & Special Event Catalog
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
-
Online
2.00 Credits
Member Price: $89
Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this course will teach you how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don't have to expose your confidential data. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Taxation of the Cannabis Industry
-
Online
2.00 Credits
Member Price: $89
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements and market trends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Power of a Good Story!
-
Online
4.00 Credits
Member Price: $149
Storytelling makes wisdom stick.
Achieving Balance in Work & Life: Part I
-
Online
4.00 Credits
Member Price: $149
Due to the constant stress of a fast paced life, overwork & family demands, it's easy to feel one's life is out of balance. When this happens, all areas of your life can suffer. By learning key methods for setting priorities & goals, overcoming stress & deciding what's most important to you, you can achieve new levels of balance & greater results. Having more balance in your life will allow you to do less of what you don't want & more of what is truly important to you.
Not Just Your Everyday FASB Update
-
Online
4.00 Credits
Member Price: $149
This course highlights significant updates that affect financial reporting & related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting & revenue recognition standards. This course will provide reminders regarding both GAAP & non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review & compilation engagements.
Impact of OBBBA 2025 on the Individual Taxpayer
-
Online
6.00 Credits
Member Price: $189
This program covers all of the major individual provisions of the OBBA of 2025 (H.R. 1), including detailed examples of provisions which were extended, made permanent with substantial changes & new for 2025 & beyond. A comprehensive case study will apply many of these provisions to illustrate the impact of these provisions on the individual taxpayer. Other current individual tax issues, including dependent care & student loan reporting, will also be review. 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
How Changes in Business Methods Affects Internal Control
-
Online
8.00 Credits
Member Price: $239
New Technology, the move toward telecommuting, the widespread adoption of electronic documentation and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organizations internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Best Practices: Conducting Meaningful Walkthroughs
-
Online
2.00 Credits
Member Price: $89
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client's transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask and documentation requirements of walkthroughs. It will also include real-world examples of the red flags that may arise while executing a walkthrough. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Financial Planning: Auto & Homeowners Insurance
-
Online
1.00 Credits
Member Price: $55
While many financial services professionals advise their clients on tax, investment and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Monthly Federal Tax Updates: January 2027
-
Online
2.00 Credits
Member Price: $89
Seismic changes in tax legislation is currently taking place and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Leadership Skills of Tomorrow: Delegate & Listen
-
Online
2.00 Credits
Member Price: $89
Mastering two leadership skills will decrease your stress and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics, AI & Music: What Every CPA Must Know
-
Online
1.00 Credits
Member Price: $55
You may be surprised to learn how artificial intelligence is transforming the music you love. For example, what happens when AI creates songs based on other people's work without credit or payment? How should musicians disclose the role of AI in their recordings? The challenges that AI poses for music, such as threats to intellectual property, confidentiality, fairness and professional reputations, are also front and center in accounting. This one-hour ethics course invites you to explore one of your favorite subjects outside of work. You'll discover how the five principles of ethical intelligence can help you listen to music in ways you never considered before. You'll also see how these same principles guide you in making the best decisions in your accounting practice. 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.
Mastering Form 7217: A Guide to Partnership Property Distribution
-
Online
1.00 Credits
Member Price: $39
This program will address the complex rules for partnership distribution of property with a focus on liquidation of a partner's interest, Section 751 & how to complete the Form 7217. OBBBA of 2025 update for property distributions is included. 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
K2’s Getting Started With Artificial Intelligence
-
Online
2.00 Credits
Member Price: $89
Are you intrigued by the buzz around Artificial Intelligence (AI) but unsure how to dive in? You're not alone! Many professionals find AI tools like Gemini, ChatGPT & Copilot to be a mystery. But don't worry, we're here to help you unlock the potential of these powerful tools! Join K2's "Getting Started With Artificial Intelligence" session & discover how to harness the power of today's AI tools to boost your efficiency & productivity. This session will guide you through accessing & using multiple popular AI tools, making it easier than ever to integrate AI into your daily workflow. If you're new to AI, this is the perfect opportunity to get started & transform the way you work!
Preparation, Compilation & Review Engagements
-
Online
2.00 Credits
Member Price: $89
This course is an introduction to preparation, compilation & review engagements. During this course, we will compare & contrast these different engagements by reviewing the procedures that should be performed, different reports, as well as the level of assurance specific to each type of engagement.
Yellow Book Ethics
-
Online
2.00 Credits
Member Price: $89
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements. 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.
Introduction to Amplified Management Practice (AMP)
-
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.
How Recent Auditing Standards Improve Risk-Based Audits
-
Online
4.00 Credits
Member Price: $149
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
A Practitioner’s Guide to IRAs & Qualified Retirement Plans
-
Online
8.00 Credits
Member Price: $250
Are you ready to expand your practice & offer comprehensive retirement planning services? Look no further! Delve deeper into the realm of IRAs & qualified retirement plans with this comprehensive eight-hour course tailored for financial practitioners. Understanding the intricate tax implications, design options & strategic considerations of these plans is essential for meeting your clients' diverse retirement needs effectively. By the end of the program, practitioners will emerge equipped to confidently advise clients on a myriad of retirement planning strategies, enhancing their expertise & credibility in the field. Explore the intricacies of different IRAs, ranging From traditional to Roth & gain valuable insights into SEPs, qualified plans & contribution plans. Navigate through the complexities of 401(k) plans, including Roth 401(k)s & master the art of seamlessly navigating minimum distribution rules. Through practical highlights, case studies & real-world scenarios, this course empowers practitioners to not only select the optimal retirement plans for their clients' unique financial goals but also to provide personalized retirement solutions tailored to individual needs. Don't miss out on this opportunity to elevate your practice & establish yourself as a trusted advisor in retirement planning. Enroll today & embark on a journey towards maximizing your clients' financial future! 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
Leadershift Ethics: Things Must Change!
-
Online
2.00 Credits
Member Price: $89
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the change evolves. Change always becomes something different than what was originally planned or imagined. In this session, learn how to measure your ethics through change. You will learn how to filter everything you do during change through a simple litmus test. Through the power of story, you will learn from the lessons of other organizations and their ethical mistakes. Lastly, you will take away what is required to manage yourself so that when ethical decisions arise, you have the mental capacity to manage through it well. 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.
