WICPA CPE & Special Event Catalog
An Ethical Approach to Mental Health Issues at Work
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Online
2.00 Credits
Member Price: $89
In the past talking about mental issues in the workplace was taboo. Not anymore!!! So many of us suffer with mental health issues at some point in our lives. Poor mental health impacts, from a work perspective, productivity, absenteeism, retention and more. On a personal level it often causes personal distress and hopelessness. The Society of Human Resource Management (SHRM) is addressing mental illness as a critical factor for the wellbeing of organizations. Additionally, the EEOC is cracking down on mental health discrimination. It is a very important topic for any functional business! This ethics-based webinar will bring awareness to this issue and offer suggestions on managing mental health issues in ethical, compassionate and healthy ways. It will offer suggestions on managing mental health issues for leaders, managers and all staff to create and environment of safety and belonging. This webinar will also address the topic of suicide talking about warning signs and resources. 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.
Invest in Your Mental Health & Avoid Burnout
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Online
2.00 Credits
Member Price: $89
For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization. To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
AI 101 for CPAs: Core Concepts & Practical Applications
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Online
2.00 Credits
Member Price: $89
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like "LLM" and "agentic AI" really mean and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax and finance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Smart Formula Selection in Excel: What to Use When
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Online
2.00 Credits
Member Price: $89
Excel gives you multiple ways to solve the same problem - but which formula is the right one? This course teaches a decision-based approach to function selection, helping you confidently choose between similar and competing functions. Through real-world examples and side-by-side comparisons, you'll learn when IFS or SWITCH is cleaner than nested IFs, how SUMPRODUCT can help with complex summarizing data, how to use LET in place of defined names and much more. Ideal for professionals who want to make smarter, faster formula choices that are easier to maintain and audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
A Fox in the Henhouse/Courthouse
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Online
1.00 Credits
Member Price: $39
The ancient Romans had a saying about using caution when appointing someone to a position of trust, "don't set a wolf to watch the sheep". That saying is in use today & has changed to include "don't put a fox to guard the henhouses";. The thought is similar, but the wolf & fox are vastly different animals. Wolves rely upon their strength to survive while foxes rely on their cunning. Like foxes, fraudsters rely upon their cunning to defeat or circumvent internal controls. This session reviews the investigation of a deputy court clerk who exploited a weakness in internal controls & committed fraud in the courthouse.
K2's Saving Time With Electronic Forms 26-27
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Online
1.00 Credits
Member Price: $55
Business professionals can automate data collection processes by using today's electronic forms. Learn about these tools and how to deploy them in this session.
Leading Up: The Superpower Every Ascending Leader Needs
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Online
2.00 Credits
Member Price: $89
Most leadership training focuses on leading downstream, with the goal of eventually advancing to an executive role. Few people get to be "top dog" in their organization. So, nearly every worker will spend their entire career leading up, even while serving in a leadership role. Learn the skills & tactics needed to develop an effective working relationship with your boss & other superiors. Gain the credibility & support necessary to get things done & advance professionally.
K2’s Getting Started With Artificial Intelligence
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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
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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.
2026/27 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $89
Stay informed and ahead of the curve with this timely update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated and PEEC has been especially active with new interpretations, revised guidance and significant modernization initiatives. In this interactive course, we'll walk through the most important recent developments shaping ethical requirements for the profession, including updates affecting recruiting practices, CPE programs and tax advisory services. Participants will gain practical clarity on how these changes impact both public practitioners and professionals in industry. The course also looks ahead to proposed and ongoing projects on PEEC's agenda, providing insight into potential future changes and what they may mean for compliance planning in an evolving ethical landscape. 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.
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.
Executive Presence, Personal Brand: Structure Your Narrative
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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.
Critical "Soft" Skills for CFOs & Controllers
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Online
4.00 Credits
Member Price: $149
Accounting & finance managers & executives must demonstrate sound soft skills necessary for personal growth & organizational success. This course will provide insights into the most crtical personal skills critical for CFOs & Controllers: or those that want to be!
Calculating the Retirement Need
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Online
1.00 Credits
Member Price: $55
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. 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
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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
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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.
Analyzing Financial Statements
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Online
2.00 Credits
Member Price: $89
This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ChatGPT & Advanced Financial Analysis for Accountants
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Drive Results With Metrics
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Online
2.00 Credits
Member Price: $89
Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past. Using performance metrics effectively reduces work, reduces politics, provides flexibility & substantially improves the performance management process. This session will show you powerful techniques to drive your organization's performance.
Integrate ChatGPT into Your Client Advisory Services-Updated
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Online
2.00 Credits
Member Price: $89
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
