WICPA CPE & Special Event Catalog
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.
Bytes, Bias & Balance: Data Ethics for Savvy Accountants
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Online
2.00 Credits
Member Price: $89
This course explores the transformative role of artificial intelligence (AI) in accounting and auditing, highlighting its vast potential while addressing the associated risks and ethical considerations. Participants will discover how to harness AI tools to enhance efficiency and innovation, while mitigating challenges such as overreliance, data security vulnerabilities and ethical dilemmas. Through case studies and interactive discussions, you'll gain practical skills to navigate AI complexities, ensure trustworthy outputs and uphold ethical standards in today's fast-paced digital environment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Introduction to Governmental Accounting 103
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Online
2.00 Credits
Member Price: $89
Intro to Governmental Accounting 103 is the natural follow up course to the first two Intro to Governmental Accounting courses, 101 & 102 & will take a dive into more complex issues surrounding the reporting of capital assets & long-term debt, investment accounting & a little introduction to grant accounting & reporting.
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).
Partnership Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
Member Price: $149
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative & tax form changes. Emphasis will be placed on partners "tax basis" capital accounts & now required for tax form reporting, as well an overview of K-2 & K-3 reporting requirements & effective dates. 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
2026/27 Not-for-Profit Accounting & Auditing Update
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Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting, auditing & compliance developments affecting not-for-profit organizations. The course integrates recent standard-setting activity, audit & attestation updates & Single Audit developments to provide a practical view of changes impacting nonprofit financial reporting & oversight. Participants will begin with an overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) From the Financial Accounting Standards Board & an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose & structure of INPAS & how it compares conceptually to U.S. GAAP requirements for NFPs. The course then shifts to auditing & attestation developments From the AICPA, including the next phase of quality management with a focus on monitoring & remediation responsibilities. Participants will also review recent & upcoming standards affecting audit, attestation & consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations & fraud & changes affecting group audits.
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Online
4.00 Credits
Member Price: $149
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Financial Statement Presentation, Disclosure & Analysis
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Online
8.00 Credits
Member Price: $239
This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also explore techniques that will allow participants to perform meaningful financial statement analysis and effectively communicate conclusions to decision-makers and other stakeholders. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Online
8.00 Credits
Member Price: $250
This course equips practitioners with the knowledge needed to help clients navigate complex tax & financial challenges. It addresses difficult client situations including divorce, bankruptcy, debt issues & other personal & business matters that create significant tax consequences. The course provides key insights into the tax implications associated with these situations & highlights planning considerations practitioners should evaluate when advising clients. Participants will explore the tax treatment of divorce-related matters, including filing status, support obligations & property division. The course also examines bankruptcy, debt cancellation, business dissolution & other financial hardships that may affect a taxpayer's reporting & obligations. Through practical discussion & analysis, participants will gain strategies to help clients make informed decisions while understanding the related tax implications. 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 Dynamic Arrays In Excel
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Online
1.00 Credits
Member Price: $39
Dynamic arrays can be a tremendous time-saver in Excel, but most business professionals remain unaware of what should be a commonly used tool. With dynamic arrays you can reduce the time you spend creating & updating formulas & improve your accuracy at the same time. You can also take advantage of some innovative features associated with dynamic arrays to automate many calculations & data entry tasks. If you've yet to discover dynamic arrays, make plans to participate in this session to learn how you can take advantage of this terrific feature. If you're ready to transform your data into actionable insights & finally get the reports you need, this session is your game-changer. Join us & take control of your QuickBooks Online reporting like never before!
Calculating the Retirement Need
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Online
1.00 Credits
Member Price: $55
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Section 199A Compliance: Rules & Reporting After OBBA
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Online
2.00 Credits
Member Price: $89
Section 199A compliance has evolved after OBBA -- & so have the risks of getting it wrong. From revised definitions of qualified business income to updated reporting obligations, practitioners must navigate nuanced guidance affecting partnerships, S corporations & sole proprietorships. Walk away with practical tools, compliance checklists & calculation frameworks you can apply immediately.
Ethical Performance Management
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Online
2.00 Credits
Member Price: $89
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty and trust will be incorporated into 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.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Monthly Federal Tax Updates: March 2027
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Online
2.00 Credits
Member Price: $89
Seismic changes in tax legislation is currently taking place and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Consolidation Accounting 26-27
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Online
4.00 Credits
Member Price: $175
Consolidations have always been a complex topic in accounting. This course will discuss the requirements to consolidate and private company options. It will cover which entities need to consolidate and include an in-depth discussion on variable interest entities (VIEs). It will also cover the FASB's recent revisions to the Financial Accounting Concepts (FACs) chapter on entities.
Ethical Intelligence: Global Case Studies & Standards 26-27
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Online
4.00 Credits
Member Price: $175
Don't fall behind! This course will ensure that you know the current ethical requirements set by standards-setting organizations and legislative action. Real-world cases coupled with analysis by a leading ethics expert will help you better recognize situations that may pose ethical or regulatory risks. Discover the regulatory, legal and ethical responsibilities you have and gain insight into a simple 4-step decision-making process that can strengthen your professional judgment. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Money Laundering Awareness for Accountants
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Online
2.00 Credits
Member Price: $89
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making and how examiners and auditors can assist criminal investigators in countering money laundering. 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.
How AI Is Automating Internal Control
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Online
4.00 Credits
Member Price: $149
The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
Member Price: $55
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. 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 Contract With Customers: Identify the Contract Part II
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Online
1.20 Credits
Member Price: $39
This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes & accounting treatment when a contract does not exist.
