WICPA CPE & Special Event Catalog
Hot Topics Accounting Update: 2026
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Online
2.00 Credits
Member Price: $89
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
IRS Penalties & Abatements
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Online
2.00 Credits
Member Price: $89
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause". This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. 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 Government & Nonprofit Frauds & Controls to Stop Them
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Online
4.00 Credits
Member Price: $159
The cost of fraud, dearly paid by governments and nonprofits, is too severe to not learn from past experiences. This course examines real-world fraud cases to uncover the lessons they provide and translate them into practical, preventive controls. Using a highly illustrative and innovative format, the course engages participants with over 15 focused exercises designed to build a strong working knowledge of fraud risks and effective anti-fraud controls. Whether you are an auditor or an industry professional, you'll gain actionable strategies to strengthen oversight, reduce vulnerabilities and safeguard your organization.
What's Changing in A&A for Governmental Entities (2026/27)
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Online
4.00 Credits
Member Price: $149
This comprehensive course provides a timely update on key accounting and auditing developments affecting governmental entities, bringing together recent standard-setting, auditing and compliance changes into a single, cohesive learning experience. Participants will begin with an update on major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104 and 105, along with a high-level overview of active GASB exposure drafts and ongoing projects. Emphasis is placed on understanding how these changes affect governmental financial reporting, disclosures and communication with stakeholders. The course then shifts to auditing developments, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office, including changes related to quality management, effective dates and recent updates to the Green Book. Participants will also gain insight into the GAO's implementation delay and its implications for audit planning. Finally, the course addresses recent changes affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, recent Office of Management and Budget (OMB) memoranda and reporting changes related to SAM.gov. Designed for auditors, preparers and financial leaders working with governmental entities, this course helps participants understand how recent accounting and auditing changes intersect-and what to watch for as expectations continue to evolve. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Metrics Management: Choose & Use Key Performance Indicators 26-27
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Online
8.00 Credits
Member Price: $329
Financial managers have long struggled to drive results through their financial planning and control processes. This seminar shows how to build a performance management framework, linking the company's high-level strategic objectives to performance metrics at the individual responsibility center level. The result will be an easier to use financial planning process that produces better projections and better control.
Introduction to Yellow Book: 8-Credit Boot Camp
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Online
8.00 Credits
Member Price: $239
This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher. 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 Compilations, Reviews & Preparations: Engagement Performance & Annual Update
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Online
8.00 Credits
Member Price: $299
Specifically designed for preparation, compilation and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical and technical requirements.
Surgent's Form 1040 Return Review Boot Camp for New & Experienced Reviewers
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Online
8.00 Credits
Member Price: $279
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
How to Audit Cash
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Online
2.00 Credits
Member Price: $89
Cash is essential to every business and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform and also walk through some real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Coping With the Growth of Online Fraud
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Online
4.00 Credits
Member Price: $149
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Revenue Recognition Topic 606: Identify the Contract Part I
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Online
1.20 Credits
Member Price: $39
On May 28, 2014, the Financial Accounting Standards Board (FASB) & International Accounting Standards Board (IASB) issued converged guidance on recognizing revenue in contracts with customers (ASC 606). The objective of the guidance is to establish principles to report useful information to users of financial statements about the nature, amount, timing & uncertainty of revenue From contracts with customers. The new guidance provides several benefits to financial statement users. This is one in a series of courses that outline the updated revenue recognition standard.
Emerging Risks & Resilience: How Accountants & Finance Professionals are Leading the Way: Part I Building Organizational Resilience in a Changing L
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Online
1.40 Credits
Member Price: $39
This is Part 1 of a 5 part series on Emerging Risks: How Accountants & Finance are leading the way The rapid evolution of technology, globalization & regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance & auditing. Innovations such as artificial intelligence, blockchain & big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity & ethical decision-making. In accounting & finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias & the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency & adaptability to new reporting standards, including sustainability & ESG disclosures. Geopolitical instability, economic volatility & evolving regulatory pressures add layers of uncertainty to financial reporting & audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals & organizations & highlights proactive strategies for risk management, continuous learning & technological competency.
A Strategic Approach to Understanding Compensation Structures
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Online
1.50 Credits
Member Price: $79
Understanding the principles & practices of compensation is essential for creating a motivated & satisfied workforce. In this webinar, we'll explore how these crucial elements drive fairness & engagement in HR practices. This program is designed for HR professionals & business leaders seeking to enhance their compensation strategies.
Benford’s Law & Other Digital Analysis Techniques
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Online
1.80 Credits
Member Price: $79
Numbers & especially the digits within those numbers can conceal a lot of information. Benford's Law & other digital analysis techniques can be the keys to unlocking that information. This session will explain what Benford's Law is, how it works & how it can be used to reveal bogus information & made-up data. Accountants & auditors should understand how to use this valuable audit tool as well as other digital analysis techniques. But, if you attend this session, you must promise not to reveal the secret behind these techniques to any fraud perpetrators.
The AB5s of Employees & Independent Contractors
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Online
2.00 Credits
Member Price: $89
This course explores the tests used to determine whether a worker is properly characterized as an employee or an independent contractor for tax purposes, with a focus on the cost of getting it wrong & possible Section 530 relief. The game changing impact of the Dynamex case & AB5 will also be discussed. 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.com
K2's Taking A Fresh Look At Teams
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Online
2.00 Credits
Member Price: $89
Just because Microsoft Teams is no longer a new tool doesn't mean it hasn't evolved & it certainly has! Since its introduction in 2016, Teams has become the de facto business productivity platform for organizations worldwide. Yet, many users barely scratch the surface of all that Teams offers. Participate in this session to learn how to get more From Teams & enhance your ROI on the platform. In this session, you will learn about the core options available in Teams & how to leverage them. You will also learn about new enhancements in Teams, including threaded conversations, enhanced meeting features & integration with Microsoft's Copilot platform. If you use Teams & want a deeper understanding of the platform, don't miss your opportunity to participate in this session.
HR’s Role in Business Evolution: Strategy, Finance & Growth
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Online
2.00 Credits
Member Price: $89
This course is tailored for business leaders & HR professionals who want to enhance their strategic management skills & create actionable plans for success. You'll learn the overall strategic management process, how to develop both simplified & detailed business & strategic plans & the crucial role of corporate culture, leadership & staff development in driving or hindering strategic outcomes. Additionally, you'll explore how to leverage ChatGPT (Generative AI) as a powerful tool to improve your performance as a key business partner to the management team, helping you make data-driven decisions & enhance organizational effectiveness.
Mastering Partnership Basis: Inside & Outside Basis
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Online
2.00 Credits
Member Price: $89
This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. 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 Lessons Learned from Successful Companies
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Online
2.00 Credits
Member Price: $99
Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, research shows that corporate success often hinges on whether a company is value driven. Such companies have core ideologies that drive almost every major decision. In this course, we look at empirical data on why some companies succeed while others fail. By looking at companies that were created prior to 1950 (e.g., Disney, Marriott, or 3M), we can understand why certain organizations have been able to grow and achieve exceptional success through many different eras in the American economy. The lessons learned from these visionary companies can be broadly applied to organizations of all sizes, including accounting and financial service firms.
