WICPA CPE & Special Event Catalog
K2’s Innovative Strategy And IT Governance
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Online
1.00 Credits
Member Price: $39
Selecting the right technology & ensuring it's effectively adopted are two of the most critical challenges facing firms today. This session explores practical, structured methods for evaluating software & systems to align with business needs-followed by proven change management strategies that drive adoption, learning & long-term success. Participants will learn how to assess organizational readiness, evaluate vendors, structure pilot programs & use modern tools to facilitate user engagement & continuous improvement. Whether your firm is implementing new accounting, workflow, or collaboration technology, this course provides the framework for successful selection & implementation.
Emerging Risks & Resilience: How Accountants & Finance are Leading the Way: Part II Technology Disruption, Artificial Intelligence & Cybersecurit
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Online
1.60 Credits
Member Price: $79
This is Part 2 in the Series of Emerging Risks for Accountants & Finance The rapid evolution of technology, globalization & regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance & auditing. Innovations such as artificial intelligence, blockchain & big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity & ethical decision-making. In accounting & finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias & the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency & adaptability to new reporting standards, including sustainability & ESG disclosures. Geopolitical instability, economic volatility & evolving regulatory pressures add layers of uncertainty to financial reporting & audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals & organizations & highlights proactive strategies for risk management, continuous learning & technological competency.
Bytes, Bias & Balance: Data Ethics for Savvy Accountants
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Online
2.00 Credits
Member Price: $89
This course explores the transformative role of artificial intelligence (AI) in accounting and auditing, highlighting its vast potential while addressing the associated risks and ethical considerations. Participants will discover how to harness AI tools to enhance efficiency and innovation, while mitigating challenges such as overreliance, data security vulnerabilities and ethical dilemmas. Through case studies and interactive discussions, you'll gain practical skills to navigate AI complexities, ensure trustworthy outputs and uphold ethical standards in today's fast-paced digital environment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel for Accounting Professionals Session VIII: Dynamic Headers, Mapping Tables & Error Check
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Online
3.50 Credits
Member Price: $125
Relevant Excel methods for accounting experts In Excel, there are several opportunities to apply features, functions and methods to build a dynamic workbook. In this hands-on demonstration of several Excel skills, you'll review the following topics through engaging expert-led instruction: Dynamic headers Horizontal reports Mapping Tables Data Validation Excel error checking skill development Designed with time for you to work along with the facilitator, this webcast examines the importance of automating reporting workbooks in Excel. You will review various topics, including: Horizontal or crosstab reports Mapping tables and how they are the key to unlocking major efficiency gains. Data validation in digital reports Error Check Session 8 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching other parts of the bundle. Excel for Accounting Professionals Webcast Series to further prepare to tackle real-world issues and build powerful workbooks.
Tax Practice Conduct Standards: Circular 230 & AICPA Statements 26-27
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Online
4.00 Credits
Member Price: $175
Meet the ethics requirement while addressing significant changes in the statutory and regulatory standards that govern tax practitioners. We'll explore rules that govern professional conduct in tax practice, including responsibilities to advise clients on tax positions and related penalty avoidance. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Becoming an AI-Savvy Controller/CFO: Mastering Tools & Technologies
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Online
4.00 Credits
Member Price: $149
Ready to elevate your career as an Accountant, Controller, or CFO? This course helps you build the core competencies needed to excel in these roles-- focusing on technical expertise, business acumen, leadership, people skills & the integration of AI tools. Learn how to go beyond tracking financial results to analyze business dynamics, uncover insights & drive strategic decisions with AI-driven analysis. Develop the vision & strategy to lead organizational growth, while honing leadership skills to inspire teams & navigate change. Strengthen your ability to communicate effectively, collaborate across departments & influence key stakeholders, with a focus on using AI to enhance decision-making & operational efficiency. With a practical, real-world approach, this course empowers you to master the skills that make you a successful leader in finance.
ABC Trust Planning & the Portable Exclusion 26-27
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Online
8.00 Credits
Member Price: $329
The One Big Beautiful Bill has removed much of the uncertainty concerning the estate tax exclusion. Nonetheless, clients still need to address: the estate, gift, generation-skipping, income and property tax implications of estate plans; the pros and cons of relying on the portable exclusion to avoid estate tax; and strategies to benefit non-citizen spouses. In this course, we examine the role of the marital deduction and Survivor's Trusts ("A" trusts), ways to maximize planning opportunities by building flexibility into the modern estate plan, the qualitative and quantitative implications of various strategies affecting blended families, whether to use Bypass ("B") Trusts, QTIP ("C") trusts, or qualified domestic trusts (QDOTs) and whether to file a Form 706 when it's not required.
Financial Reporting Fundamentals 26-27
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Online
8.00 Credits
Member Price: $329
Gain the knowledge to read and understand the differences between IFRS and US GAAP financial reports. A recent IFRS Foundation survey found that 167 jurisdictions now require the use of IFRS Accounting Standards for all or most publicly listed companies, while 12 jurisdictions permit its use. With this global acceptance and as more than 1,000 foreign companies are reporting to the SEC using IFRS, learn how to read and understand the differences between US GAAP and IFRS financial reports. Attendees will examine an IFRS financial report and a US GAAP financial report, outlining essential distinctions between the US GAAP and IFRS reports.
OCBOA Case Studies 26-27
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Online
8.00 Credits
Member Price: $329
Understanding the advantages and disadvantages of alternatives to Generally Accepted Accounting Principles (GAAP) financial statement presentations is vital to making proper client choices. For example, practitioners may seek to use the Other Comprehensive Basis of Accounting (OCBOA) financial statement presentations, as GAAP will increase complexity and the cost of compliance. Here, we'll explore compliance with the preparation, presentation, disclosure and reporting nuances of cash- and tax-basis financial statements. We'll also discuss the AICPA's Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs). This course meets the specific OCBOA requirements that CPAs must meet for the re-issuance of their license.
S Corporations: Tax Compliance, Elections & Best Practices
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Online
8.00 Credits
Member Price: $250
This comprehensive course covers the most common aspects & tax implications of S Corporations, providing a deep dive into their structure, tax treatment & compliance requirements. Participants will learn the mechanics of electing Subchapter S status, with discussions on Form 2553 & relief options for late filings. The course also explores the application of Rev. Proc. 2022-19 & Rev. Proc. 2023-3, analyzing their differences & implications under I.R.C. 1361 & 1362. Key topics include corporate formalities, shareholder stock & debt basis & highlights of Form 1120S & its schedules (K-1, K-2 & K-3). Additionally, participants will gain insights into officer reasonable compensation requirements, audit strategies & corrective measures for eligibility errors. 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
Compilation, Preparation & Review Basics & Peer Reviews
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Online
2.00 Credits
Member Price: $89
Cover the basic requirements for performing preparation, compilation and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions and probe possible weaknesses in criminal tax investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics Is Everyone’s Business: The Cost of Looking the Other Way
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Online
1.00 Credits
Member Price: $39
As responsible, licensed professionals, we cannot 'look the other way.' We have a duty to the public & that responsibility is crystal clear. "All that is necessary for evil to triumph is for good men to do nothing" is attributed to Edmund Burke. We must take appropriate actions & stand for what is right. Looking the other way has a cost & that cost is high. Sometimes doing the right thing is difficult, but not doing the right thing has an even higher penalty. What can we do to remain ethical? Ethics is not a single event, being ethical is the best & only way we should live. We must proactively engage in society to combat evil & promote good.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
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.
New Tips & Overtime Tax Rules: Compliance & Best Practices
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Online
1.00 Credits
Member Price: $39
This program provides a comprehensive overview of the latest rules & regulations governing tips, overtime pay & related tax obligations. Participants will learn how to calculate, report & withhold taxes on tips; apply new overtime rules; & ensure compliance with the new federal law. 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.
Emerging Risks & Resilience: How Accounting & Finance are Leading the Way: Part 3: Blockchain & Financial Risks
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Online
1.20 Credits
Member Price: $39
This is Part 3 of 5 in our Emerging Risk & Resilience Series for Accountants & Finance The rapid evolution of technology, globalization & regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance & auditing. Innovations such as artificial intelligence, blockchain & big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity & ethical decision-making. In accounting & finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias & the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency & adaptability to new reporting standards, including sustainability & ESG disclosures. Geopolitical instability, economic volatility & evolving regulatory pressures add layers of uncertainty to financial reporting & audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals & organizations & highlights proactive strategies for risk management, continuous learning & technological competency.
Resolving Ethical Dilemmas—You Make the Call
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Online
1.50 Credits
Member Price: $79
By now, we should all understand the ethical obligations we have as CPAs. So, theoretically, if we just all agree to remain ethical, we should not have CPA ethical violations. But, of course, our professional ethics committees still have plenty of cases to investigate. This session will examine several ethical frameworks, including the AICPA's Code of Professional Conduct's & the GAO Yellow Book's Threats & Safeguards approach to remaining ethical & resolving ethical dilemmas. The session will present several ethical case studies that illustrate the complexities of & challenges to staying ethical. By exercising our "ethical muscles", we should be better positioned to effectively deal with the ethical dilemmas that we will inevitably encounter.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Looking at the AICPA’s “Non-authoritative Guidance” From an Ethics Perspective
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Online
2.00 Credits
Member Price: $79
Most professional accountants are at least somewhat familiar with the AICPA's Code of Professional Conduct, available at the AICPA's online ethics library. But the online ethics library also includes other information, such as non-authoritative case studies. This course provides an overview of: & commentary on: these instructive supplemental materials.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Strategic CFO Series: Big Picture Skills
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Online
8.00 Credits
Member Price: $250
Strategic CFO is a four-part series that answers the "why" & "direction" our companies take & our role in thinking about this big picture to infuse into our everyday lives. Strategic CFO: Strategic Financial Communications Financial professionals are expected to do more than report numbers-they must explain them in ways others understand & trust. This session focuses on improving financial communication by addressing financial literacy gaps, simplifying complex accounting concepts & building compelling narratives around data. Participants will learn how to use stories, visuals & language effectively to communicate strategy, performance & risk. Through examples & interactive discussion, this session helps CPAs & CFOs become clearer, more confident communicators in both live & virtual environments. Also, some video clips will be used to add to the learning materials & research. Don't worry, they are pretty entertaining. Strategic CFO: Strategic Cash Management Cash is the lifeblood of every organization, yet many leaders struggle to explain, manage & plan for it effectively. This session focuses on strategic cash management, capital structure decisions & financing options available to organizations at different stages of growth. Participants will explore how CFOs balance today's cash needs with long-term strategy, evaluate debt & equity decisions & communicate cash flow concepts to non-financial stakeholders. The session emphasizes practical frameworks, real-world examples & modeling approaches that support better cash decisions. A few negotiation videos will be displayed to bring humor & effectiveness to the key points. Strategic CFO: Strategic Risk Management Risk management is no longer a compliance exercise-it is a core strategic responsibility of today's CFO & CPA. This session demystifies Enterprise Risk Management (ERM) by walking through the COSO framework in clear, practical terms. Participants will learn how risk integrates with strategy & performance, how organizations identify & assess risk & how leaders respond to uncertainty in a disciplined way. Using examples, polling & case discussions, this session equips financial professionals to communicate risk effectively & help organizations protect & create value. Some funny video clips will be used to focus on the learning material. Strategic CFO: Developing Strategy & the Why Effective CFOs & CPAs play a critical role in shaping & executing organizational strategy. This session focuses on how strategy is developed, why many strategic plans fail & how finance leaders can help organizations create focus in an increasingly complex & fast-changing environment. Participants will explore competitive advantage, the use of financial & non-financial metrics & the importance of aligning strategy with mission, culture & resources. Through discussion & real-world case examples, attendees will gain practical tools to evaluate, measure & support successful strategies across for-profit & nonprofit organizations. Use of some video reels will add levity to some of the key points.
Exercise Your Ethics: Techniques to Improve Ethical Response
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Online
2.00 Credits
Member Price: $89
Many courses highlight ethical failures - this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical "muscle" is ready for any dilemma. This course incorporates ideas from leading ethical authors and includes data from the ACFE Report to the Nations. 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.
