WICPA CPE & Special Event Catalog
Common Yellow Book & Single Audit Deficiencies
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Online
4.00 Credits
Member Price: $129
Yellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We'll focus on the requirements of Yellow Book independence, CPE and reporting. We will also review deficiencies related to internal controls over compliance, compliance testing and major program determination for Single Audits. We'll close the course with a look at the deficiencies often identified in COVID-related funds.
ProActive Response Group De-Escalation Training
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Online
1.20 Credits
Member Price: $39
In today's workplace, employees are faced almost daily with customers or teammates that may have needs or concerns that we are forced to handle. Though many of these situations are easily dealt with through simple communication skills, others may become heated and, in some instances, violent. Today we will discuss healthy ways to de-escalate a wide variety of potential issues.
Maximizing the Tax Benefits of an Installment Sale
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Online
1.00 Credits
Member Price: $39
This course will explore the many complex rules of installment sales, with a focus on the tax treatment & strategies to maximize the benefits. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handout Tab & submit to kori.herrera@acpen.com
Sarbanes Oxley: Sourcing Emerging Risks- 20 years later: Part I
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Online
1.60 Credits
Member Price: $79
Emerging risks seem to be an issue for all business processes these days. It's been 20 years & counting since the Sarbanes-Oxley legislation was passed. In theory the legislative requirements outlined are still in place. Although the requirements haven't changed, time has changed & as a result, execution of the processes has most likely changed. However, it would be amiss to not recognize that the passage of time has changed our world. Think of various events such as economic change, technological evolution, the pandemic etc. These are just a few of the changes that may have impacted the manner in which we execute some of the processes outlined in the SOX legislation.
Annual Update on the 2024 Revised Uniform Guidance & Time & Effort Reporting
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Online
2.00 Credits
Member Price: $79
The Uniform Guidance (2 CFR 200) pertains to the management of Federal Financial Assistance for grants and cooperative agreements. The Biden Administration has performed a comprehensive update where the revised Uniform Guidance was released in April 2024. We will review all of the significant compliance and threshold changes. In addition, we will provide a brief presentation of the revised guidance as it pertains to Time and Effort reporting.
Ethics: Court Orders, Confidentiality & Compliance
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Online
2.00 Credits
Member Price: $89
This course examines the ethical & legal responsibilities of tax professionals when responding to court orders, summonses & other legal demands for taxpayer information. Participants will review the statutory & regulatory framework governing confidentiality & disclosure, including IRC 7216 & 6713, Circular 230 & the Gramm-Leach-Bliley Act (GLBA). The course explains when disclosure of taxpayer information is permitted, restricted, or prohibited under federal law & professional standards. Through practical analysis & scenario-based discussion, participants will examine common situations involving divorce proceedings, mediation settings & conflicting client interests. Emphasis is placed on evaluating disclosure requests, applying ethical decision-making frameworks, maintaining proper client consent & scope limitations & protecting taxpayer confidentiality while complying with legal mandates. 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.comNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Deep Dive into Common Auditing Deficiencies
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Online
4.00 Credits
Member Price: $129
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices.
Business Valuation: Asset Approach
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Online
1.00 Credits
Member Price: $39
This course provides a comprehensive introduction to the business valuation process, beginning with key terminology, professional standards & the rules that guide the appraisal profession. Participants will explore the three primary approaches to value-- Asset, Income & Market-- before focusing in depth on the Asset Approach. The course examines when & why this method is used, its advantages & limitations & how to apply it effectively in real-world scenarios. Through practical examples & clear explanations of each of the three methods within the Asset Approach, learners will gain both the confidence & competence to apply valuation principles in their professional practice.
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.
The Controller Function: Cash & Investments
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Online
1.40 Credits
Member Price: $39
This course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we discuss the area of cash and investments and explore how the controller can move these responsibilities into more of a strategic role. In today's world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understanding and managing the organizations' cash position. This is certainly important and, in some areas, can be seen as a staple of the lifeblood of the organization's ongoing viability. This course takes a look at some of the typical objectives involved in cash management and then evaluates how those objectives can be further stretched into strategic pillars of the organization.
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.
Is Activity-Based Costing the Right Tool for Your Organization?
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Online
2.00 Credits
Member Price: $89
This session provides a refresher regarding the fundamentals of activity-based costing (ABC). We will examine theoretical concepts before exploring practical possibilities for implementing ABC. A major focus of the course will be factors to consider when determining whether this managerial accounting tool is an appropriate resource for an organization.
Preparation, Compilation & Review Engagements
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Online
2.00 Credits
Member Price: $79
This course is an introduction to preparation, compilation, & review engagements. During this course, we will compare and 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.
10 Keys to Outstanding Service & More Referrals
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Online
4.00 Credits
Member Price: $129
In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you'll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.
Safety Synergy: Uniting Elements for a Secure Workplace
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Online
1.20 Credits
Member Price: $39
Creating a culture of safety in a workplace requires attention in many different areas. We will bring these areas into focus and provide attendees with information on how to make their individual workplaces safer for everyone.
Form 1120S: Preparation & Analysis
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Online
2.00 Credits
Member Price: $89
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income & accurately reporting & allocating income, deductions & credits. Participants will also learn how to calculate shareholder basis & understand the strategic advantages & limitations of an S corporation. 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
OBBA of 2025: Business Overview
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Online
2.00 Credits
Member Price: $89
THE ONE BIG BEAUTIFUL BILL IS NOW THE ONE BIG BEAUTIFUL ACT!!! (Signed into law on July 4, 2025!) This program provides a summary of the major business provisions of the OBBA of 2025 (H.R. 1), focusing on provisions that have been extended and/or made permanent without changes & those provisions which had major changes or are new for 2025 & beyond. 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
Accounting Update in a Post COVID-19 World
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Online
2.00 Credits
Member Price: $89
The COVID-19 pandemic has altered corporate & public accounting in ways we could never have imagined. This broad-based course will discuss accounting & auditing implications that have arisen as a result of the pandemic.
Global Internal Audit Standards (GIAS) Domain III: Part I
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Online
2.50 Credits
Member Price: $79
The new Standards emphasize that quality performance requires conformance to the Standards. Each standard within Domain III specifically identifies the responsibilities of the CAE and the board, as well as joint responsibilities. The new Global Internal Audit Standards were released on January 9, 2024 and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
The Future of Audit: Technology, Talent & Transformation
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Online
1.00 Credits
Member Price: $55
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives and audit committee chairs, participants will explore how artificial intelligence, blockchain and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
