WICPA CPE & Special Event Catalog
What's Going on at the GASB (2026/27)
-
Online
2.00 Credits
Member Price: $89
This course provides a focused update on major recent pronouncements issued by the Governmental Accounting Standards Board. Coverage includes GASB Statement No. 103 (financial reporting model improvements), GASB Statement No. 104 (enhanced disclosures for capital assets) & GASB Statement No. 105 (subsequent events). Participants will also receive a high-level overview of active GASB exposure drafts & ongoing projects. The course is designed to help auditors, preparers & financial leaders understand how these developments affect audits, financial statement preparation & board reporting.
Workforce Transformation & Talent Management in 2025
-
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.
Preparing to be a Forensic Accountant: Cloud Forensics
-
Online
1.40 Credits
Member Price: $79
Cloud computing has become a source of cyber-crime. "Cloud forensics is the application of digital forensics in cloud computing as a subset of network forensics to gather & preserve evidence in a way that is suitable for presentation in a court of law." Cloud forensics is a combination of the varied types of accounting forensics including: Digital forensics, Network forensics, Hardware forensics. In cloud crime, the cloud is considered the object when the target of the crime is the cloud service provider they are directly affected by the act. It is considered the subject of the crime when the criminal act is committed within the cloud environment. It is considered the tool when it is used to plan or conduct a crime. This course will delve into the many concepts involved in cloud forensics. The course complements other courses in the series of Becoming a Forensic Accountant.
The Controllership Series: Addressing Cash Flow & Forecasting Uncertainty
-
Online
1.50 Credits
Member Price: $79
These are uncertain times. With constant economic fluctuation, geopolitical uncertainty & inflation pressures, corporations & their professionals are facing challenges at every turn. The Controllership function is accustomed to dealing with changing variables but when the change is constant & every evolving, even the simplest of tasks like cash flow & cash forecasting can become difficult. This webinar is to focus on what methods the controller can elicit to attempt to address the current uncertainty when working with their cash flow issues & forecasting. Of course, there are basic measures that can be employed such as: Proactively managing receivables & payables Automate your accounts payable & receivables process Keep business expenses at a minimum Work with digital methods of payment From vendors Use credit wisely However, this webinar will explore methods used to create & manage your cash flow & forecasting processes. These methods go one-step past your typical forecasting to enable management to explore various alternatives & scenarios for the business.
Generation Intelligence: Navigating the Generational Divide
-
Online
1.00 Credits
Member Price: $39
Unlock the power of multigenerational teams to future-proof your firm. Today's workplace is more generationally diverse than ever-- spanning five, soon to be six, distinct generations. And while this mix can create miscommunication & friction, it also holds untapped potential for innovation, connection & resilience. This dynamic course helps professionals in accounting, law, banking, insurance & financial services understand & harness generational dynamics. You'll explore how shared formative experiences shape values, communication styles & expectations at work-- from the frugality of the World War II generation to the digital fluency of Gen Z & the up-and-coming Generation Alpha. Rather than getting stuck in generational stereotypes, you'll learn to lead, collaborate & connect more effectively across ages. With insights drawn From workplace psychology, sociological research & real-world examples, this course equips you with practical tools to bridge the gap-- so you can build stronger client relationships, more collaborative teams & a culture people want to stay in.
2026/27 Yellow Book Update
-
Online
1.00 Credits
Member Price: $55
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The course also addresses the GAO's implementation delay and its implications for 2026 audit planning. Participants will gain context around recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities. In addition, the course includes an overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single 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.
K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
-
Online
2.00 Credits
Member Price: $89
Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams & streamlined operations. This course provides accounting professionals with practical guidance on implementing & optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models & client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation & reporting platforms. It offers insights into best practices for managing client expectations & delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS & identify critical steps to build a scalable CAS practice that aligns with their firm's goals. The course also addresses the importance of data security, governance & compliance in providing CAS to ensure ethical & professional service delivery.
Better Business Writing: Improve Your Speed & Quality
-
Online
2.00 Credits
Member Price: $89
Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time & making it far more likely your reader will read & understand your message.
Build Better Budgets: Fundamental Techniques
-
Online
2.00 Credits
Member Price: $89
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control. 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 Fraud In Single Audits
-
Online
4.00 Credits
Member Price: $159
With all the planning, procedures and reporting involved in a single audit, sometimes things can slip through the cracks. But what if the thing that slips through is fraud? Compiled from news releases, court records and the thrilling annals of the Federal Audit Clearinghouse, this course tells the tale of seven real-world frauds that seemingly dodged detection in the single audit process. Leveraging the incredible gift of hindsight, this course is designed to raise your awareness and sharpen your focus on the potential for fraud in single audits!
All About Fraud: Examples, Prevention & Auditing
-
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.
CalCPA Express Federal Tax Update January 2027
-
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.
Comprehensive Passive Activity Losses (PAL) 26-27
-
Online
8.00 Credits
Member Price: $329
Passive Activity Loss (PAL) rules have never been more critical in Federal tax reporting. This course provides a comprehensive and complete review of the laws and regulations impacting PALs, including the rules governing rental real estate, grouping and the 3.8% net investment income tax. Learn what qualifies as a passive activity and the rules governing its application by exploring several recent court cases and the existing regulations to know how the IRS views this critical area of the tax law. The IRS is actively auditing the failure to report passive losses properly. You and your clients can't afford to be left behind.
Finance & Innovation: Reinvent Your Organization & Dept.
-
Online
8.00 Credits
Member Price: $239
Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. 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 Annual Accounting & Auditing Update
-
Online
8.00 Credits
Member Price: $299
Designed as an all-you-need-to-know update for accounting, auditing and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB) and Securities and Exchange Commission (SEC). On the financial accounting front, we will cover the FASB's Post-Implementation Review (PIR) report for revenue recognition under ASC 606 and discuss the best practices in applying the standard and identifying any ongoing issues practitioners are experiencing with applying the standard. We will also discuss the more than a dozen ASUs the FASB has issued since the beginning of 2023 and into 2025 covering crypto assets, disaggregated expenses, business combinations and leases for entities under common control. Our focus on AICPA standards includes a detailed discussion of revamped AICPA quality management standards. The AICPA updated and modernized the standards by issuing Statement on Quality Management Standards 1, 2 and 3 (SQMS 1, SQMS 2 and SQMS 3, respectively), SSARS No. 26 and SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards, effective December 15, 2025, modernize quality management standards to reflect an increased focus on risk assessment, technology use and the presence of outside experts on engagements. We will also cover new rules impacting public company audits and present case studies on recent fraudulent accounting stories and best practices for detecting and preventing such frauds. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
Steps to Stop External Fraud
-
Online
2.00 Credits
Member Price: $89
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. 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"
-
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: Investigating Divorce Cases
-
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.
Business Valuation Fundamentals
-
Online
1.00 Credits
Member Price: $39
This course provides a practical overview of business valuation, guiding participants through the key concepts, methodologies & considerations involved. You will explore the types of valuation reports, the standards governing their preparation & the step-by-step process of transforming raw data into actionable insights. The course also examines how the intended purpose of a report can influence its conclusions & offers strategies for valuing minority interests. By the end of the course, participants will gain a clear understanding of how to read, interpret & apply business valuation reports effectively.
Accounting for Construction Contractors
-
Online
2.00 Credits
Member Price: $89
This course covers authoritative GAAP for construction contractors as addressed in FASB ASC 910 & the AICPA Guide for Construction Contractors. Jeff explains the unique aspects of accounting within the construction industry & how the applicable standards & guidance address those issues. The course includes practical examples to support understanding of key concepts, including revenue recognition & contract-related issues. Jeff presents the material in an engaging manner to help reinforce learning & maintain focus.
