WICPA CPE & Special Event Catalog
Accounting for & Auditing Cryptocurrency & Digital Assets
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Online
2.00 Credits
Member Price: $89
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks and challenges evolving in this area. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Mergers & Acquisitions: Tips & Speed Bumps to Avoid
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Online
2.00 Credits
Member Price: $89
Mergers, acquisitions & alliances have been & continue to be major avenues to organizational growth & increased competitive advantage. Despite the great initial promise of many mergers & alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% & 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals & their advisors identify, execute & consummate mergers & acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.
AICPA Town Hall Series (Rebroadcast of 8/6/2026)
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Online
1.00 Credits
Each event is a rebroadcast of the live Town Hall webcast from the previous week. The AICPA Town Hall Series delivers: Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities
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.
August 2026 AI Update: Current Issues, Future Possibilities
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Online
1.50 Credits
Member Price: $55
This quarterly update keeps CPAs current on new topics and issues with LLMs, chatbots, AI research and writing, rules and regulations and AI agents. The course covers recent changes in the AI field, focusing on applications for CPAs in business and accounting firms. Handouts are designed as takeaways for discussions about AI with clients or in business firms. Join us for all five live updates: 2026 - June, August, & November 2027 - January & March
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
Member Price: $89
Traditional annual budgeting is often viewed as outdated, inflexible & disconnected From strategy-- quickly becoming irrelevant, easily manipulated & too cumbersome to support real decision-making. This course introduces capacity-sensitive, driver-based budgeting as a modern alternative. By linking financial projections to business drivers, organizations can create agile budgets that adapt to growth, enable rapid scenario planning & provide meaningful insights for long-term forecasting. Participants will learn how to refresh budgets into rolling forecasts & transform managerial accounting into a tool for strategic, economics-based decision-making.
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.
Auditing Digital Assets: Client Acceptance & Continuance, Risk Assessment & Laws Regulations & Related Parties
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Online
2.00 Credits
Member Price: $89
Auditing entities that hold or transact digital assets. Would you like to better understand the environment of digital asset transactions? Have you ever wondered if you should accept or continue a client engagement? This webcast will help you identify challenges, risks and factors to consider when deciding to accept or continue with a client who holds or transacts with digital assets. During the webcast and discussion, you will learn: The Digital Assets Working Group's mission and the process through which nonauthoritative guidance is developed What private keys are and ways to safeguard them and the digital assets to which they enable access About the rapidly evolving nature of the digital asset ecosystem that may lead to challenges when performing required procedures surrounding laws and regulations You will gain: Insight into the unique aspects of the risk assessment process when involved in the digital assets space Awareness of the pseudo-anonymous nature of digital asset transactions that may lead to challenges in performing required procedures surrounding related-party relationships and transactions with related parties You will also gain access to valuable resources: Accounting for and Auditing of Digital Assets Practice Aid Blockchain Universal Glossary Webcast: Accounting for Digital Assets under U.S. GAAP Digital Asset Resources
Fiduciary Taxation Part II: Fiduciary Accounting & Simple Trusts 26-27
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Online
2.00 Credits
Member Price: $99
In Part II of this four-part series, we'll focus on the concept of fiduciary accounting and its relationship to fiduciary taxation. It also addresses the identification of a "simple trust" for purposes of taxation. Problem examples will cover both the calculation of fiduciary accounting and the taxation of simple trusts through the use of an Excel spreadsheet that translates to a completed Form 1041. Be sure to register for all courses in this series: Fiduciary Taxation Part I: Introduction to Form 1041 Fiduciary Taxation Part II: Fiduciary Accounting & Simple Trusts Fiduciary Taxation Part III: Complex Trusts & Charitable Deduction Fiduciary Taxation Part IIII: Miscellaneous Topics & AMT
K2's Advanced Topics In Power BI 26-27
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Online
2.00 Credits
Member Price: $99
If you're ready to move past Power BI's fundamentals, participate in this session to learn how to create user-defined calculations, manage security options, publish reports and dashboards to apps and add Key Performance Indicators, among other items.
Surgent's Comparing & Contrasting Retirement Plans for Small- & Medium-Sized Businesses
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Online
2.00 Credits
Member Price: $99
Clients often ask accounting and finance professionals whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.
Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance & Remote Work Security
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Online
2.00 Credits
Member Price: $119
Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case studies and practical strategies, participants will learn how to recognize and mitigate cyber threats, evaluate cyber insurance policies and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards.
Surgent's Understanding Partnership Taxation: Debt Allocations
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Online
2.00 Credits
Member Price: $99
How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners and the gain or loss on the sale of a partnership interest. However, the allocation of debt can differ depending on the type of debt it is and the type of partner we are talking about. Furthermore, 704(c) can complicate things. And what in the world is a constructive liquidation scenario? In this course, we will tackle the concept of debt allocations - how you do it, what it means and why you do it.
Data Analytics & Journal Entry Testing for Auditors
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Online
3.00 Credits
Member Price: $109
This course provides a practical understanding of IT controls & SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness & determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas & alignment with Complementary User Entity Controls (CUECs).
All About Fraud: Examples, Prevention & Auditing
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Online
4.00 Credits
Member Price: $149
Fraud continues to make headlines, underscoring the importance of understanding how fraud occurs, how it can be prevented and how auditors are expected to respond. This course begins with an overview of common fraud schemes identified in the 2026 Report to the Nations issued by the Association of Certified Fraud Examiners, along with key characteristics commonly observed among fraud perpetrators. The course then explores practical approaches organizations use to prevent and deter fraud, highlighting controls, policies and cultural factors that can reduce fraud risk. Participants will also review recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. The course concludes with a discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Becoming Conflict Competent
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Online
2.00 Credits
Member Price: $89
Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles and build constructive behaviors to manage conflict. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Business Tax Update: OBBA & Recent Developments
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Online
2.00 Credits
Member Price: $89
A discussion of the latest tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. 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: Investigating Divorce Cases
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Online
4.00 Credits
Member Price: $149
With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating and presenting your findings to your client and if needed, ultimately in divorce court. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
It Is Legal, But Is It Really Ethical? featuring Rob Berry & Bob Mims
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Online
1.00 Credits
Member Price: $39
This discussion outlines situations where 'legal' & 'ethical' are not necessarily in alignment. How should you handle these issues? We will detail a better thought process to help you avoid 'crossing the line.'Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
The Controllership Series: The Controller's Role in Debt Management
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Online
1.50 Credits
Member Price: $79
Debt Management: Debt management often involves administering loan agreements & ensuring bank compliance. Compliance: Controllers help ensure compliance with federal & local laws, provisions & financial regulations.
