WICPA CPE & Special Event Catalog
Operations Level Internal Control
-
Online
4.00 Credits
Member Price: $149
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning to Teach "Tax" as a Second Language
-
Online
1.00 Credits
Member Price: $39
Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients & other non-tax professionals grasp fundamental concepts.
The Entrepreneurial Spirit: A Leadership Perspective
-
Online
1.20 Credits
Member Price: $39
In today's rapidly changing business environment, organizations need professionals who think beyond traditional roles & demonstrate initiative, innovation & strategic thinking. The entrepreneurial spirit is no longer limited to business founders-- it is a mindset that drives creativity, problem-solving & opportunity recognition within any organization. By understanding & embracing the entrepreneurial spirit, professionals can enhance their ability to lead initiatives, adapt to uncertainty & contribute meaningfully to the long-term success of their organizations.
Supervision/Management Competencies: An Ethical Approach
-
Online
2.00 Credits
Member Price: $89
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else and critical skill sets necessary for supervisory/managerial positions. 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 Taxation of Partnership Distributions & Sales of Partnership Interests
-
Online
4.00 Credits
Member Price: $159
This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that accounting and finance professionals are often asked about by clients. Accounting and finance professionals are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these transactions. Additionally, accounting and finance professionals will be deeply involved in decisions regarding the sale and purchase of a partnership interest. These topics are thoroughly covered in this program. The presenters also discuss several types of partnership distributions and the tax rules relating to them, as well as analyze the tax rules relating to the sale of a partnership interest. Accounting and finance professionals will be given an in-depth analysis of these complex topics, so that they can effectively answer their clients' questions.
Triple Your Memory, Prevent Dementia & Halve Your Stress: Part I
-
Online
4.00 Credits
Member Price: $149
This is not your average CPE course! In this fun & practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia & halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health & wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now & in the future by making sure you know the best ways to remember information, handle stress & keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency & improve your overall quality of life.
Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A
-
Online
4.00 Credits
Member Price: $149
This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples & integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. A detailed analysis of the self-rental passive activity rules will be given, including forms reporting examples & integrates them with the flow-through entity rules related to self-rental. 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
Mastering the Art of Conflict: CPA Transformative Strategies
-
Online
4.00 Credits
Member Price: $149
Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in "Crucial Conversations," "Fierce Conversations," and "Leading with Questions." Discover how to build stronger client and colleague relationships and model constructive communication behaviors. This class breaks down transformative strategies into actionable steps that every CPA can master. 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.
Passive Activities & Rental Real Estate Income Tax Issues
-
Online
8.00 Credits
Member Price: $300
This comprehensive training is designed to get the accountant up to speed quickly with the complex passive activity loss (PAL) rules that apply to certain investments in trades or businesses & rental activities. The cornerstone of the course is the in-depth coverage of the detailed tax law & regulations applicable to passive activities under IRC 469 & how & when the 3.8% net investment income tax under 1411 applies. 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
Grow Your Business From Within: Striking the Right Balance Between a CPA Firm's Financial, People & Client Success
-
Online
8.00 Credits
Member Price: $250
There are multiple tangible & intangible factors that can drive a CPA Firm's long-term success. Specifically, public accountants must place a priority on being both efficient & value-added business advisors when performing audit & other services. This course provides proven tips & techniques for ensuring your firm has the capacity to grow & expand your "business" From within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people & outstanding client service.
ACPEN Signature 2026: Annual Tax Update
-
Online
8.00 Credits
Member Price: $250
For practitioners, it's a challenge to stay current or ahead of the curve! Change in the tax law is a virtual certainty & keeping up to date is always difficult. Congress most recently enacted the 2025 One Big Beautiful Bill Act & is actively working on further tax legislation. The IRS has issued & will continue to issue many forms of guidance-- including regulations, notices & revenue rulings-- on the provisions contained in the One Big Beautiful Bill Act. The courts continue to issue decisions of major significance in the tax area. This ACPEN course will include a panel of nationally recognized tax experts reviewing the latest legislative, regulatory & judicial developments affecting individuals, corporations, partnerships & other business entities. They will also give the latest updates on the legislative process & try to project future developments! 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.
Strategic CFO Series: Big Picture Skills
-
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.
Surgent's Partnership & LLC Core Tax Issues From Formation Through Liquidation
-
Online
8.00 Credits
Member Price: $279
As staff members gain more experience, they are expected to take on more complex assignments with minimal supervision. This course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation. The material provides a deep life-cycle study into critical areas of formation, special allocations of income and deductions, basis calculations and implications of recourse and nonrecourse debt, basis step-up under §754 on transfers of ownership interest, distributions, self-employment tax issues and termination and liquidations of an LLC. With a blend of legal and tax ramifications regarding LLC-specific issues, this course identifies all the major areas that are potential sources of increased complexity.
Money Laundering Awareness for Accountants
-
Online
2.00 Credits
Member Price: $89
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making and how examiners and auditors can assist criminal investigators in countering money laundering. 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.
Internal Controls for Small & Medium-Sized Entities
-
Online
1.00 Credits
Member Price: $39
This session explores the importance of internal controls with an emphasis on best practices for small- & medium-sized entities. We will examine the roles of both preventive & detective controls & practical, cost-effective suggestions for implementing effective internal controls will be addressed.
What If Your Client Didn't Take Reasonable Compensation
-
Online
1.00 Credits
Member Price: $55
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Leading Risk Management Practices in a Dynamic Risk Environment: Part II
-
Online
1.20 Credits
Member Price: $39
In Session One we evaluated: Examine Governance Organizational Framework (Strategy & Risk), Determine how to identify risks, Understand how to Assess Risk: Risk Assessment impact & likelihood, Steps towards performing a comprehensive Risk Assessment & Prioritization. This session goes deeper into the process of risk management & risk assessment. This session also includes a case scenario for evaluating risk management risks.
Mastering the Excel Lookup Functions
-
Online
2.00 Credits
Member Price: $89
In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
