WICPA CPE & Special Event Catalog
Exercise Your Ethics: Techniques to Improve Ethical Response
-
Online
2.00 Credits
Member Price: $89
Many courses highlight ethical failures - this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical "muscle" is ready for any dilemma. This course incorporates ideas from leading ethical authors and includes data from the ACFE Report to the Nations. 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.
Leverage PowerBI.com to Create Data Analysis for Others
-
Online
2.00 Credits
Member Price: $89
Unlock the full potential of data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports and dashboards and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease and add a valuable credential to your portfolio. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2026/27 Single Audit Update
-
Online
1.00 Credits
Member Price: $39
Stay current on significant developments affecting Single Audits with this focused update on recent regulatory & professional guidance. This course reviews the 2024 Uniform Guidance overhaul, including the increase in the Single Audit threshold to $1 million & other changes impacting audit planning & execution. The course also examines Appendix B of the 2025 GAS/Single Audit Guide issued by the AICPA, highlighting updates that affect audit efficiency & compliance considerations. In addition, participants will receive updates on recent guidance issued through Office of Management & Budget (OMB) memoranda, as well as reporting-related changes, including the transition From the Federal Audit Clearinghouse's prior systems to SAM.gov-based reporting. This course is designed to help auditors understand how these developments affect Single Audit requirements & what to watch for as expectations continue to evolve.
Tax Implications of Retirement Plan Distributions
-
Online
1.00 Credits
Member Price: $55
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0 and provide practical strategies of maximizing tax benefits for your client. 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: Focus on Computer Forensics: Part I
-
Online
1.00 Credits
Member Price: $39
This course is a continuation of our series on preparing to become a forensic accountant. Within this segment we focus on elements of computer forensics. This session is designed to delve into further investigative procedures used in computer forensics.
Ethical Intelligence for Artificial Intelligence
-
Online
2.00 Credits
Member Price: $89
Organizations & individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention & other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting & provides suggested best practices.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Introduction to Ethics & Professional Skepticism
-
Online
2.00 Credits
Member Price: $89
Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities and rationalizations that lead to instances of fraud. In addition, this class will walk through some interactive examples to illustrate various scenarios of noncompliance during engagements. 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.
Fundamentals of Form 1040: Individual
-
Online
4.00 Credits
Member Price: $149
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting and deductions. The session will also cover preparer responsibilities, due diligence and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding of the foundation of personal tax returns. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Beyond the Numbers: Success Strategies for Female CPAs
-
Online
2.00 Credits
Member Price: $89
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Operations Level Internal Control
-
Online
4.00 Credits
Member Price: $149
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities 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.
Sticky Ethical Choices, featuring Bob Mims & Don Minges
-
Online
1.00 Credits
Member Price: $39
If ethics were easy, then why do so many professionals have a Code of Conduct? Some Ethical decisions are easy, others are not. We will discuss several thorny ethical issues & the ramifications. What are the considerations & evaluation criteria to use? The need to carefully deliberate alternatives: is paramount. Be aware.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Ethics: 10 Crucial Qualities of High Character CPAs
-
Online
2.00 Credits
Member Price: $89
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty 2. Accountability 3. Care 4. Courage 5. Fairness 6. Gratitude 7. Humility 8. Loyalty 9. Patience 10. Presence (focus or mindfulness) You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting and much more business. Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting. 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.
Individual Tax Update: OBBA & Recent Developments
-
Online
2.00 Credits
Member Price: $89
A discussion of the latest tax developments impacting individual 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.
Surgent's Engagement Letters: Scope & Risk Management
-
Online
2.00 Credits
Member Price: $99
Strong engagement letters protect your firm. They spell out what work you will (and won't) do, who is responsible for what and how problems will be handled. Weak or vague letters may expose firms to potential liability. In this course, you'll learn how to draft, update and enforce engagement letters that actually work in the real world. We pull from industry guidance, malpractice insurer data and peer-review findings to show you the clauses that matter, how to prevent "scope creep" (work expanding beyond what was agreed) and how to not compromise your independence.
Surgent's Understanding Partnership Taxation: Debt Allocations
-
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.
Guide to Deducting Travel, Meals & Entertainment Expenses
-
Online
4.00 Credits
Member Price: $149
This program will explain the new rules for deducting travel, meals & entertainment expenses & the TCJA disallowance of business entertainment expenses. Documentation requirements & planning opportunities related to travel, entertainment & automobile expenses will also be addressed. 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
The Successful Family Business
-
Online
4.00 Credits
Member Price: $149
Understanding the dynamics of family interaction is one of the most important skills in helping a family business succeed. This course takes a candid look inside the family business & will help the participant navigate delicate issues while learning to provide counsel that will grow: or protect: the family business & non-family staff.
Business Ethics: Cases From the Real World
-
Online
4.00 Credits
Member Price: $149
Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas & how to resolve them. Being ethical is not the same as complying with the law & ethical issues are not always black & white. This session will review different professional ethical standards. What does integrity mean in the office? If you want to learn lessons From the best in a short time, this session is for you. Participate in engaging dialogue about how to prepare for the inevitable ethical situations. These lessons are valuable for every business leader.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Fundamentals of the 1040 Business Income & Reporting
-
Online
4.00 Credits
Member Price: $149
This course is designed for practitioners in their first through fifth years of practice. Through a theoretical & practical study of Form 1040 & selected accompanying schedules, the course reviews the fundamental rules governing the preparation of individual income tax returns. Participants will examine taxpayer filing requirements & filing status, dependency determinations, reporting different types of income & adjustments to income & the distinction between business income & hobby income. The course also reviews itemized deductions & the standard deduction, common refundable & nonrefundable income tax credits & documentation requirements for Earned Income Tax Credit (EITC) due diligence. In addition, the program addresses preparer responsibilities, ethical considerations in tax return preparation & confidentiality, privacy & disclosure requirements. 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
Retaining Talent in a Competitive Marketplace
-
Online
4.00 Credits
Member Price: $149
Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
