WICPA CPE & Special Event Catalog
Clarifying Risk Assessment - SAS 145 & Beyond 26-27
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Online
4.00 Credits
Member Price: $175
This course is designed to refresh your understanding of the critical importance of risk assessment in the audit practice. We'll briefly discuss the impact of AICPA's Clarity Project for audits and the need to update firm processes to incorporate the risk assessment standards. Participants may alternatively need to fine-tune an implementation of the risk assessment standards. These standards are designed to eliminate the connect-the-dots methodology of checklist auditing and add critical thinking back into the audit process. They remain a problem area for many firms, resulting in engagement and peer review deficiencies. This course has been updated to include a more in-depth discussion of SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement. We will break down this complex and misunderstood subject with an easy-to-understand approach.
A&A Update for Closely Held Businesses 26-27
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Online
6.00 Credits
Member Price: $259
This course is designed for the accounting and auditing professional who provides attestation services to closely held businesses. The course reviews recent standard-setting activities of the Financial Accounting Standards Board (FASB) and the AICPA, specifically focusing on those standards having the most significant impact on closely held non-public business entities. The course also discusses adopting the latest audit standards, including the new audit risk assessment requirements.
CalCPA Express Federal Tax Update January 2027
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Online
8.00 Credits
Member Price: $329
Fast, focused, and essential. Get the federal tax updates you need for filing season in one efficient course. With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day fast-paced update course focusing on the hottest Federal income tax topics affecting individuals, businesses and their owners with an emphasis of newly enacted income tax legislation. This fast-paced session is a comprehensive review of newly enacted income tax legislation, issuance of income tax regulations, court cases, IRS notices, revenue procedures and private letter rulings affecting individuals and businesses. Each participant will receive a comprehensive manual with the hottest tax topics including Pat Garverick's Quick Reference Chart.
Federal Tax Update: Individual Form 1040 26-27
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Online
8.00 Credits
Member Price: $329
This course is a comprehensive overview of critical Federal tax law updates resulting from changes to current laws, regulations and court cases impacting individual taxation. We will also review recent modifications to tax forms, small business tax law and administrative updates, retirement plan changes and tax practice and procedures.
Preparation, Compilations & Reviews--A Practical Workshop 26-27
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Online
8.00 Credits
Member Price: $329
Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how to perform these services. This interactive workshop is designed for practitioners in small and medium-sized CPA firms and will include a lecture with generous time for questions and case studies.
Strategy, Risk & Finance: Why We Do What We Do 26-27
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Online
8.00 Credits
Member Price: $329
This seminar will help participants define their organization's strategy and particularly their sustainable competitive advantage by helping them understand their organization's unique value proposition. It will also help you and your organization understand how decisions are made and help improve the quality of the decisions required to execute their strategy. Finally, it will help identify and hopefully mitigate risks to the execution of their organization's strategy. We will also look at ways to find your company's unique value proposition and to measure your success at creating a sustainable competitive advantage.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships & S Corporations
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Online
8.00 Credits
Member Price: $279
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.
Introduction to Governmental Budgeting
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Online
2.00 Credits
Member Price: $89
The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we should be monitoring the budget throughout the year and how long-term budgets fit in with the annual budget process. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Internal Controls Over Compliance versus Compliance
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Online
1.00 Credits
Member Price: $55
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific compliance requirements. Additionally, we will address one of the most frequent findings in audits of governmental entities receiving federal grants: the misidentification of controls and the confusion between compliance and control processes. This course will help clarify the distinction, equipping you with the tools to enhance audit quality and ensure compliance effectiveness. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Investment Scam Losses: How to Get Deductions
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Online
1.00 Credits
Member Price: $39
This program addresses the many issues impacting investment scams. The unique challenges facing practitioners in finding deductions for the horrendous losses many clients experience due to these scams are related to actual practice situations: & then analyzed for their deduction implications. The situations are based on real life experiences of practitioner clients.
AI In Audit & Financial Reporting
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Online
1.60 Credits
Member Price: $39
Auditors & financial professionals must understand how to integrate AI responsibly while maintaining professional skepticism, audit quality & compliance with regulatory expectations. However, the use of AI also introduces new governance, ethical & regulatory considerations that organizations must carefully manage. This course explores how AI is currently being used in audit & financial reporting, the benefits & risks associated with its adoption & how organizations can establish appropriate governance, controls & oversight.
Partnerships: How to Calculate Partner Basis
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Online
2.00 Credits
Member Price: $89
This program provides a detailed analysis of the calculations related to determining tax basis for a partnership interest. Illustrated examples with filled in forms will demonstrate how the processes works & their many potential pitfalls. 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
Ethics: 10 Crucial Qualities of High Character CPAs
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Online
2.00 Credits
Member Price: $89
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty 2. Accountability 3. Care 4. Courage 5. Fairness 6. Gratitude 7. Humility 8. Loyalty 9. Patience 10. Presence (focus or mindfulness) You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting and much more business. Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting. 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 Control: Testing for Operating Effectiveness
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Online
2.00 Credits
Member Price: $89
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Online
1.00 Credits
Member Price: $55
Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure and operational efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controllership Series: The Controllers Role in Strategic Thinking & Advising: Part I
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Online
1.80 Credits
Member Price: $89
The strategic controller helps leadership decide what should happen, not just explain what has already been done. The controller often acts as the enterprise translator between strategy, operations & financial outcomes. This can sometimes appear to be accuracy-focused & not necessarily decision useful insight. Controllers must move away From just variance explanation & include performance interpretation. To do this, the controller must understand business models & value drivers, be able to translate strategy into financial growth & align KPIs with strategic priorities. Part of this process includes understanding concepts of root-cause analysis vs. surface-level variance analysis. It also includes understanding correlation vs. causation in financial data. Within this segment we will review all of these concepts & controllers will come away with insightful ideas regarding how to elevate their roles.
Internal Control Best Practices
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Online
2.00 Credits
Member Price: $89
Whether your organization is developing a new control framework or seeking to strengthen its current controls, practical development & implementation is critical. This course will review the intersectionality of controls & provide real-world examples & best practices From people to technology & process.
Anti-Money Laundering Warning Signs & Mitigation Techniques
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Online
2.00 Credits
Member Price: $85
Could you imagine a drug dealer using a credit-card terminal to accept payment? How about someone paying for a television they bought off the back of a truck with a personal check? Hard to imagine, right? Most criminals conduct their business in cash. For years, criminals kept their ill-gotten gains in cash & used it to pay for everything From real estate to jewelry to things such as private school tuition. This prompted governments around the globe to pass laws prohibiting large cash payments or, at the least, requiring such payments to be reported. These laws created the need for criminals to conceal the true source of the money or to "launder" it. To combat these threats, laws & regulations have been enacted in countries around the globe that make financial services firms & in some cases individuals, responsible for preventing or stopping money laundering. Within this course, we explore AML warning signs & potential mitigation techniques companies & professionals can take to help eliminate money laundering.
K2’s NextGen Document Management, Workflows, And Portals
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Online
2.00 Credits
Member Price: $89
The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration & internal workflows using AI-enhanced systems & integrated portals. Learn how new-generation ("NextGen or NGX") paperless ecosystems combine security, automation & accessibility to streamline client communications & approvals. The session will review leading document management & workflow tools, portal features & how integration across accounting, tax & client service platforms drives productivity & compliance. Attendees will leave equipped to evaluate & implement modern document systems that enhance client experience while maintaining robust security & compliance controls.
Surgent's Capital Assets: Basis & Taxation for Financial Professionals
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Online
2.00 Credits
Member Price: $119
This course provides a comprehensive understanding of capital assets taxation, basis determination and related tax planning strategies. Participants will explore the fundamental classification of capital assets, the distinction between realization and recognition of gains and losses and the complex rules governing disallowed losses. The course thoroughly examines the various types of capital gains and losses, including short-term, long-term and special categories such as unrecaptured Section 1250 gains and collectibles. Attendees will learn the intricacies of netting capital gains and losses, calculating tax liabilities across different income types and distinguishing between marginal and effective tax rates. The course also covers advanced topics including basis adjustments, wash sale rules, related-party transactions and inherited property treatment. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective capital asset strategies that minimize tax liabilities while ensuring regulatory compliance.
