WICPA CPE & Special Event Catalog
The Controllership Series: The Controller’s Skillset
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Online
1.00 Credits
Member Price: $39
This another course in our series on the controllership function. The controller's role encompasses many traditional responsibilities. The breadth & depth of the controller skill set has expanded & will continue to expand as the business world evolves. The controller position will typically lead teams of financial & accounting experts. Recognizing that leadership & team management skills are must-haves; they need to be able to command their team's respect, inspire them to act & ensure that such actions are aligned with your organization's overall vision. These skills, along with tactical knowledge will ensure the controller's success.
Preparing to be a Forensic Accountant: Focus on Computer Forensics: Part III (Steganography)
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Online
1.60 Credits
Member Price: $79
This course is a complement to our series on Becoming a Forensic Accountant & the focus of the course is on steganography techniques. Steganography is the art & science of embedding secret messages in a cover message in such a way that no one, apart From the sender & intended recipient, suspects the existence of the message. The first use of steganography can be traced to 440 BC when ancient Greece, people wrote messages on wood & covered it with wax, that acted as a covering medium Romans used forms of Invisible Inks, to decipher those hidden messages light or heat were used. During World War II the Germans introduced microdots, which were complete documents, pictures & plans reduced in size to the size of a dot & were attached to normal paperwork. Null Ciphers were also used to hide unencrypted secret messages in an innocent looking message. Given the amount of data being generated & transmitted electronically, it's no surprise that numerous methods of protecting that data have evolved. There are various types of steganography: Text Steganography: Hiding information inside the text files. This involves changing format of existing text, changing words in a text, generating random character sequences or using context-free grammars to generate readable texts. Image Steganography: Process of hiding text in an image without distorting the picture. Video Steganography: Technique to hide any kind of files into a cover video file. Audio Steganography: The secret message is embedded into an audio signal which alters the binary sequence of the corresponding audio file. Network Steganography: The process of utilizing active network protocols as carriers to transmit a covert message, undetectable by an uninformed party, From a host to its destination. This session will review these methods & also discuss relevant software.
Making Effective Decisions When You Can't Get What You Want
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Online
2.00 Credits
Member Price: $89
Even if managers have incomplete information or constraints, they still must make choices. This session provides advice for navigating rocky decision-making terrain encountered by managers who must make choices despite imperfect information and/or constrained resources. We explore ways to leverage available information to make effective decisions when seemingly critical details cannot be obtained. We also illustrate managerial accounting techniques for optimizing profitability when inputs or resources are constrained by supply chain disruptions or other limitations. 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 Ethics for Tax Professionals
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Online
2.00 Credits
Member Price: $99
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt about whether this program satisfies your state's ethics requirements. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Workplace Harassment: How to Prevent Harassment & Reduce Liability Risks in Today’s Changing Environment
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Online
2.00 Credits
Member Price: $99
Workplace harassment — especially sexual harassment — has dominated headlines in the last several years. With discussions of workplace harassment in the news, employees better understand their rights and feel more empowered to speak out and the standard of appropriate workplace conduct is changing. With workplace harassment claims continuing to be filed at a steady pace with the United States Equal Employment Opportunity Commission, state agencies and the courts, it is more important than ever to understand how to prevent and avoid harassment in the workplace.
The FASB Conceptual Framework
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Online
2.00 Credits
Member Price: $89
Accounting is a man-made science, built on principles that require a consistent framework to ensure comparability & reliability in practice. This course introduces participants to the FASB Conceptual Framework, which serves not only as the foundation for developing accounting standards but also as a guide for applying sound judgment in practice. Jeff Sailor will cover the key elements of the framework, focusing on recognition, measurement, qualitative characteristics & disclosure requirements. The course will draw on all eight chapters of Statement of Financial Accounting Concepts (Concept 8), bringing clarity to how the framework supports financial reporting. Jeff's signature video parodies will also be featured, offering memorable reinforcement of the material.
What's Going on at the AICPA (2026/27)
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Online
2.00 Credits
Member Price: $89
Stay current on key developments affecting audit & attestation engagements with this comprehensive update on what's happening at the AICPA. This course begins with the next phase of quality management, with a particular focus on firms' monitoring & remediation responsibilities & what those requirements mean in practice. Participants will also review recent & upcoming standards impacting audit, attestation & consulting engagements, including SSAE No. 24 & SSARS No. 26, along with high-impact exposure drafts related to confirmations & fraud. The course concludes with an overview of SAS No. 149 & its implications for group audits. Designed as a timely update for practitioners, this course helps participants understand how recent & proposed changes may affect engagement planning, execution & compliance in the years ahead.
Ethics: Critical Thinking, Case Studies & Fraud
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Online
4.00 Credits
Member Price: $149
In today's fast-paced financial environment, the line between right & wrong can often seem blurred. This course serves as a beacon for financial professionals, guiding them through the complexities of ethical decision making with clarity & practicality. Designed for those with a foundational understanding of finance ethics, this program leverages real-world case studies to dissect & understand ethical dilemmas, ensuring participants can apply these insights directly to their professional lives. Engaging content & persuasive delivery make it not just an educational investment but a crucial step towards safeguarding one's professional integrity & the trust of those they serve. Why attend? The course offers a unique opportunity to deepen your understanding of ethical behavior's critical role within the financial industry. You will gain a comprehensive understanding of the professional code of ethics & conduct, including the new AICPA Ethics Codification & explore the significant impact ethical & unethical conduct has on the profession. By the end, participants will be equipped with the tools to identify & rectify critical thinking errors related to ethical dilemmas, ensuring they are not just following the rules but leading with integrity.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Independence for Auditors: AICPA, PCAOB, GAO & DOL
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Online
4.00 Credits
Member Price: $149
Independence requirements are foundational to audit quality, yet they vary depending on the applicable regulatory and professional framework. This course provides a practical overview of auditor independence rules and highlights key similarities and differences across major standard setters and oversight bodies. Participants will review independence requirements issued by the AICPA, Government Accountability Office (GAO), Department of Labor (DOL) and the Public Company Accounting Oversight Board / SEC. The course emphasizes common areas of confusion, nuanced differences among the frameworks and considerations auditors should keep in mind when performing attest services for different types of clients. This overview course is designed to help auditors recognize which independence rules apply in various engagement scenarios and better position themselves to meet applicable independence requirements. 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.
K2’s Data Analytics For Accountants And Auditors
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Online
4.00 Credits
Member Price: $149
In today's world of "Big Data" every business professional is a data analyst to some extent. This is especially true for auditors, who increasingly rely on data analytics to identify situations that require follow-up & investigation. Those who master the tools & techniques for thorough data analysis can achieve superior results in less time. Join our dynamic session to unlock the full potential of data analytics! You'll explore various tools & techniques, including Excel, multiple Excel add-ins & Microsoft's Power BI application. Whether you're looking to enhance your skills or dive deeper into the world of data analytics, this course is designed for you. Our expert instructors will guide you through practical, real-world examples, ensuring you grasp the key concepts & apply them effectively. Don't miss this opportunity to elevate your data analysis skills & stay ahead in your field. Enroll now & transform your approach to data analytics!
How Changes in Business Methods Affects Internal Control
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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.
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies & Partnerships
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Online
8.00 Credits
Member Price: $279
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
The Controllership Series: The Treasury Function Part I: Cash & Investing
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Online
2.00 Credits
Member Price: $89
This course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role & stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we discuss the area of cash & investments & explore how the controller can move these responsibilities into more of a strategic role. In today's world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understanding & managing the organizations' cash position. This is certainly important and, in some areas, can be seen as a staple of the lifeblood of the organization's ongoing viability. This course takes a look at some of the typical objectives involved in Cash management & then evaluates how those objectives can be further stretched into strategic pillars of the organization.
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $89
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control. 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: Dashboards, Performance Tools & Open-Book Management
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Online
2.00 Credits
Member Price: $89
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.
Monthly Federal Tax Updates: December 2026
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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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Nonprofit A&A Series Part I: Financial Statement Presentation & Disclosure 26-27
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Online
2.00 Credits
Member Price: $99
Part I 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 webcast focuses on presentation and disclosure unique to nonprofit organizations. Be sure to register for the next in the series: Nonprofit A&A Series Part II: Revenue Recognition.
Surgent's A Guide to Nonqualified Deferred Compensation
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Online
2.00 Credits
Member Price: $99
This course is designed to provide a deep understanding of NQDC plans, focusing on the regulations, tax nuances and strategies to understand to effectively advise clients. Participants will learn about the key features of NQDC plans, their differences from qualified retirement plans and the compliance requirements under IRC Section 409A and other relevant regulations. The course will cover the taxation of NQDC plans, including income recognition, FICA and federal/state taxes, for both employers and employees. Attendees will explore various types of NQDC plans and discuss their unique features and benefits. The course will also delve into financing and funding options for NQDC plans and provide guidance on developing and implementing effective planning strategies based on participant demographics, company objectives and tax efficiency. By the end of the course, participants will have the knowledge and tools to properly advise clients on NQDC plans to maximize benefits while ensuring compliance with regulations.
Acquisitions for Business Growth: Strategy, Integration & Due Diligence 26-27
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Online
4.00 Credits
Member Price: $99
Mergers, acquisitions and alliances have been — and will continue to be — major avenues to organizational growth and increased competitive advantage. Yet, despite the great initial promise of many business mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps CFOs, controllers and their advisors identify, negotiate and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.
K2’s Best Word, Outlook, And PowerPoint Features
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Online
4.00 Credits
Member Price: $149
Are you using Word, Outlook & PowerPoint to their full potential? Many professionals rely on these essential tools but often overlook their best features. If you find yourself using "brute force" methods & spending too much time on tasks, it's time to upgrade your skills. Join our four-hour session designed to transform how you work with Microsoft Office. You'll learn how to harness the power of Word, Outlook & PowerPoint to achieve better results in less time. Our expert instructors will guide you through the most efficient techniques, ensuring you gain practical skills that you can apply immediately. Don't miss this opportunity to enhance your productivity & streamline your workflow. Sign up now & take the first step towards mastering Microsoft Office!
