WICPA CPE & Special Event Catalog
Surgent's Key Current Financial & Economic Issues Facing the Financial Executive
-
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.
ChatGPT & Advanced Accounting Research
-
Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage and professional judgment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Best Individual Income Tax Update Course by Surgent
-
Online
8.00 Credits
Member Price: $299
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
Executive Presence, Personal Brand: Structure Your Narrative
-
Online
1.00 Credits
Member Price: $55
Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition and a concise executive biography. Participants will analyze how credibility is established through clarity, relevance and alignment with audience needs. The course emphasizes service-centered communication rather than self-promotion and provides structured guidance for refining professional messaging in leadership and client-facing contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Maximizing the Tax Benefits of an Installment Sale
-
Online
1.00 Credits
Member Price: $39
This course will explore the many complex rules of installment sales, with a focus on the tax treatment & strategies to maximize the benefits. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handout Tab & submit to kori.herrera@acpen.com
The New Quality Management Standards: What Everyone Needs to Know
-
Online
2.00 Credits
Member Price: $89
The AICPA issued the new Quality Management Standards as a part of its overall quality improvement initiative. This course will highlight the foundational principles within the new approach that everyone in the CPA firm should know.
Mastering Partnership Basis: Inside & Outside Basis
-
Online
2.00 Credits
Member Price: $89
This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. 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 Automation For Increasing Personal Efficiency And Effectiveness
-
Online
1.00 Credits
Member Price: $39
In today's fast-paced world, automation is like having a time machine at your fingertips. By implementing strategic automation solutions, you can transform an eight-hour workday into twelve hours of productivity without working longer hours. This course explores how automation can save time, improve accuracy, promote effectiveness & maximize the value of your workday. When you invest time in automating routine tasks, you create permanent time savings that compound over time, reducing daily stress & providing better mental clarity for more important activities. This hands-on course will equip you with practical knowledge of various automation tools, methods, apps & technologies that can revolutionize both your personal & professional life. From home automation systems to iPaaS (Integration Platform as a Service) tools & the Elgato Streamdeck, you'll discover how to create a seamlessly automated environment. Join us to learn how to reclaim hours or even weeks of time through smart automation strategies that will transform your daily routine.
A Guide to Sampling: Part II
-
Online
2.00 Credits
Member Price: $89
Building on Part 1, this course will review the application of sampling in financial statement audits with a focus on sampling for tests of controls. We'll also review the requirements for sampling in Single Audits with a focus on tests of controls & tests of compliance.
Conflicts of Interest: Dealing With Ethical Dilemmas in Business & Industry
-
Online
2.00 Credits
Member Price: $89
Ethics is complicated & conflicts of interest are more complicated. What are the various issues involved with conflicts of interest? What does the AICPA Code of Professional Conduct say? We will discuss several seemingly ordinary, everyday conflicts of interest & how we should be more aware that conflicts of interest are common. We will discuss the ethical priorities of a CPA & how to apply them. What should you do when facing a conflict of interest? What is the "secret weapon" to help mitigate conflicts of interest? The key to our profession remaining relevant is to maintain trust. Come & learn more about conflicts of interest & how we all can be even more trustworthy.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Form 706 Preparation Part IIII: GST Schedule R, Form 8971, Payments & Credits 26-27
-
Online
2.00 Credits
Member Price: $99
This four-part series covers the fundamentals of Form 706. In this final course, we will cover GST allocations on Schedule R, Foreign Death Tax credit, Prior Transfer credit, Qualified Conservation Easements, making the 6166 election for estate tax payment and considering a Graegin or other loan to pay the estate tax. Illustrations of attachments and/or narrative examples for Schedule R will be provided. Form 706 Series: Part I: Overview Including Portability Part II: Reporting Assets Part III: Reporting Deductions Part IIII: GST Schedule R, Form 8971, Payments & Credits
Fraud & Embezzlement: Case Studies from the Trenches
-
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.
Surgent's Engagement & Client Retention Best Practices
-
Online
2.00 Credits
Member Price: $119
Positive client relationships require work. Miscommunication, unrealistic expectations and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help. This course explores actions accounting and finance professionals can take to create and grow their client relationships. This webinar provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm's profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business.
Surgent's Strategies for Maximizing Social Security Benefits
-
Online
2.00 Credits
Member Price: $99
As Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key rules have led to confusion and sometimes misguided decisions. This program offers tax practitioners the knowledge they need to help clients make informed choices about Social Security and retirement income.
Surgent's The Essential Multistate Tax Update
-
Online
4.00 Credits
Member Price: $159
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance.
A Culture of Regulatory Ethics: A Competitive Advantage
-
Online
4.00 Credits
Member Price: $149
In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees and the public at large. Using surveys, research, case studies and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA's are in a unique position of trust and how this can put their companies ahead. 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.
Common Financial Statement Disclosures
-
Online
2.00 Credits
Member Price: $89
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. 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 Understanding & Testing Control & Compliance in a Single Audit
-
Online
4.00 Credits
Member Price: $159
Single audits bring unique control and compliance requirements that differ from GAAS, often leaving auditors uncertain about where their responsibilities truly begin and end. This course removes that uncertainty by clearly outlining auditor responsibilities and providing practical guidance for applying single audit requirements with confidence. Through 20 focused, hands-on exercises, you'll strengthen your skills in control and compliance testing and gain the insight needed to perform single audits more efficiently and effectively.
Managerial Accounting: Your Prescription for Better Decision
-
Online
4.00 Credits
Member Price: $149
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Resistance to Resilience: Strive for Tech Change Acceptance
-
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.
