WICPA CPE & Special Event Catalog
Surgent's Ethics for the Industry Accountant
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Online
4.00 Credits
Member Price: $159
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, our firms and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations with a focus on dilemmas that may face CPAs in the industry. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Tax Update for Client Advisory Services
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Online
4.00 Credits
Member Price: $159
Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with — information reporting, payroll tax issues and tax credit and deduction documentation. We will also discuss relevant changes to individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.
More Money: Strategic Ways to Improve Cash Flow
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Online
4.00 Credits
Member Price: $149
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Reviewing Partnership Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $139
Ways to avoid common errors. A thorough review can spot errors that are commonly missed during the preparation of a partnership or LLC return. Course materials are designed to sharpen your reviewer skills by examining case studies and discussing complex LLC and partnership issues often missed by staff tax return preparers. Four case studies, four opportunities to apply your reviewing skills The course's case study-based approach is designed to increase comprehension and retention. Each case includes a narrative and a full 2025 tax return, developed to include the effects of H.R. 1, commonly referred to as OBBBA. Learners are encouraged to spot errors made in the returns and potential areas for improvement. Partnership tax filing requirements Course materials discuss the filing requirements for Schedules K-2 and K-3, including the availability of the domestic filing exception.
Applying the Uniform Guidance in Your Single Audits
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Online
8.00 Credits
Member Price: $319
Performing efficient single audits. You will learn how to be more efficient and effective at planning and performing audits in accordance with the Uniform Guidance. Highlights include: Performing a compliance audit under the Uniform Guidance Auditee and auditor responsibilities Federal assistance and nonfederal entities' major programs Internal control over compliance Reporting your findings
Building Security & Efficiency With Internal Control
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Online
8.00 Credits
Member Price: $239
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system 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.
Tax Update: "One Big Beautiful Bill"
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Online
2.00 Credits
Member Price: $89
This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Forensic Accounting: When The Office Is A Crime Scene
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Online
4.00 Credits
Member Price: $149
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial and best practices in preserving electronic and paper evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Taking the Financial Executive's Leadership to the Next Level
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Online
2.00 Credits
Member Price: $89
Financial Leaders often achieve their position primarily with left brain analytical skills. They need to develop right brain thinking to evolve to the next level either professionally or as part of their personal growth plan. This course will help the financial executive & professional focus on where they are currently & help them bridge the gap in leadership skills that will enable them to gravitate to the next level. This course will guide the financial executive & professional to position themselves as leaders that others will trust & want to follow. The financial executive & financial professional will walk away understanding a more holistic approach to people & organizations & a transformational leadership style.
Fraud Risk Management
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Online
2.00 Credits
Member Price: $89
The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023). It has quickly gained acceptance as the set of best practices for preventing, detecting & thus deterring fraud. The fraud landscape is constantly changing & evolving. The FRMG sets out a rigorous set of principles & leading practices for managing fraud risk for forward-thinking organizations to follow. It covers: How to establish fraud risk management governance. How to conduct rigorous fraud risk assessments. How to design & implement fraud control activities. How to establish reporting mechanisms & investigative procedures. How to monitor the overall fraud risk management program. Fraud risk can be managed. All anti-fraud & accountability professionals will benefit From this session's focus on effective fraud risk management.
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
AI Lessons Learned for Accountants
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Online
2.00 Credits
Member Price: $89
This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles. 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 Excel Budgeting Ideas
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Online
2.00 Credits
Member Price: $99
Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.
Surgent's Food, Beverage & Entertainment Expensing
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Online
2.00 Credits
Member Price: $99
The IRS has issued final regulations regarding the Tax Cuts and Jobs Act's (TCJA) elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also address the 50% limitation on the deduction of food and beverage expenses and when the 50% limitation does not apply. To effectively advise clients, it is imperative for tax practitioners to understand these rules and be updated on the latest IRS guidance related to meals and entertainment.
Leading & Managing the Accounting Department
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Online
4.00 Credits
Member Price: $149
Welcome to a management course that helps CFOs & Controllers lead the Accounting Department. It is essential that the Accounting Department have a Vision which is aligned with the Business goals. Controllers must also be comfortable with wearing multiple 'hats' in the business. The head of the Accounting Department must be skilled in a variety of leadership skills, technical skills, managerial skills & current management techniquest.
Beyond the Basics of SSARS & Nonattest Services: Are You Certain You Are in Compliance?
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Online
8.00 Credits
Member Price: $250
Practitioners that provide non-audit services must strike the right balance between complying with relevant professional & regulatory standards, providing value-added client service & mitigating litigation & other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting & performance issues associated with the attest services of compilations & reviews where reports are issued, as well as the SSARS preparation of financial statements service & other nonattest engagements.
Financial Statement Presentation, Disclosure & Analysis
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Online
8.00 Credits
Member Price: $239
This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also explore techniques that will allow participants to perform meaningful financial statement analysis and effectively communicate conclusions to decision-makers and other stakeholders. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Ethics of Care in the Workplace
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Online
2.00 Credits
Member Price: $89
Ethics involve relationship to self, others and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of Care in the workplace with specific emphasis on compassion, accountability and respect. 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.
Getting SASsy: A Look at Recent Auditing Standards
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Online
1.00 Credits
Member Price: $39
This session provides an overview regarding recent standards that should be top-of-mind for auditors in addition to providing insight regarding auditing standards that will soon be effective.
Workforce Transformation & Talent Management in 2025
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Online
1.00 Credits
Member Price: $55
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus and People Acceleration. Drawing from success stories in manufacturing, healthcare and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs and building sustainable talent pipelines in an era of technological disruption and demographic shifts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
