WICPA CPE & Special Event Catalog
SEC Case Studies: Ethical Dilemmas in Finance & Accounting
-
Online
2.00 Credits
Member Price: $89
Overview: Ethical challenges in finance and accounting can be complex and far-reaching, impacting not only individual careers but also entire organizations and the public trust. This webinar will provide a practical exploration of the ethical considerations professionals face in today's financial landscape. Through real-world case studies, participants will examine common ethical issues, learn to navigate conflicts between financial performance and ethical integrity and gain tools for making sound decisions under pressure. 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.
Surgent's Capital Assets: Basis & Taxation for Financial Professionals
-
Online
2.00 Credits
Member Price: $119
This course provides a comprehensive understanding of capital assets taxation, basis determination and related tax planning strategies. Participants will explore the fundamental classification of capital assets, the distinction between realization and recognition of gains and losses and the complex rules governing disallowed losses. The course thoroughly examines the various types of capital gains and losses, including short-term, long-term and special categories such as unrecaptured Section 1250 gains and collectibles. Attendees will learn the intricacies of netting capital gains and losses, calculating tax liabilities across different income types and distinguishing between marginal and effective tax rates. The course also covers advanced topics including basis adjustments, wash sale rules, related-party transactions and inherited property treatment. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective capital asset strategies that minimize tax liabilities while ensuring regulatory compliance.
Surgent's Privacy & Security Training: Obligations of Confidentiality & Safekeeping
-
Online
2.00 Credits
Member Price: $99
Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for implementing security policies. It is just as important to be diligent, safe and well-versed in the attacks that we face in our personal lives.
Taxation of the Cannabis Industry
-
Online
2.00 Credits
Member Price: $89
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements and market trends. 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 Excel Best Practices
-
Online
8.00 Credits
Member Price: $250
In the ever-evolving world of spreadsheets, staying ahead means mastering the latest & best techniques. Join our comprehensive program & dive deep into the best practices for creating, editing & auditing Excel workbooks. You'll learn how to secure your workbooks, collaborate seamlessly with others & effectively report data. Today's Excel best practices are a far cry From those of the past. This "must-see" CPE program will equip you with the knowledge to work smarter, not harder. Our course materials are packed with relevant examples to enhance your learning experience. Don't miss out on this opportunity to fully utilize Excel & elevate your skills to new heights.
A Practical Guide to Trusts
-
Online
8.00 Credits
Member Price: $250
This course provides financial professionals with a comprehensive understanding of trusts & their role in estate planning. Participants will learn how to determine whether a trust aligns with a client's financial goals & explore strategies to maximize tax efficiency. The course covers various trust structures & their potential to reduce income, estate & generation-skipping taxes at both federal & state levels. Additionally, it delves into trustee responsibilities & the benefits of irrevocable life insurance trusts & dynasty trusts. With a focus on practical applications & real-world scenarios, this course equips CPAs, EAs, attorneys, bankers & financial planners with the expertise to navigate probate avoidance, streamline asset distribution & manage complex tax considerations. Whether working with revocable or irrevocable trusts, participants will gain the tools to enhance their clients' financial well-being across generations. 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
2025-2026 Federal Tax Updates: Business Entities
-
Online
8.00 Credits
Member Price: $239
The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide 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.
The Single Audit From Beginning to End Update
-
Online
8.00 Credits
Member Price: $250
This course is an updated overview of the single audit of state & local governments & not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits.
Accounting for & Auditing Cryptocurrency & Digital Assets
-
Online
2.00 Credits
Member Price: $89
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks and challenges evolving in this area. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Common Sense CFO: Crisis Management, Innovation & Other Expectations Put on CFOs
-
Online
2.00 Credits
Member Price: $89
The role of today's financial leader, including CFO, transcends traditional financial stewardship; it demands agility, innovation, crisis management & strategic foresight. This seminar will discuss the new, multifaceted skills & insights needed to excel in the dynamic role of modern finance. Through a blend of theory, research & practical exercises, participants will explore the diverse roles of a CFO as innovation champions, technology evangelists, crisis managers & change agents: leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will discuss the essential tools & insights to navigate the newer demands of financial managers with confidence & competence.
Real Estate Professionals: Passive Activity, Sec. 199A & Investment Income Tax
-
Online
2.00 Credits
Member Price: $89
When do they exist & how to report them? This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples & integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. 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
Technology Trends for CPAs & CFOs: 2026 Update
-
Online
2.00 Credits
Member Price: $89
Believe it or not, AI is not the only mega trend in the information technology landscape. There are many other trends that enable and leverage the power of AI. As a CPA professional, it is imperative that you develop a baseline understanding of the key technology trends that are impacting businesses across the board. This course will provide the update you need to help you understand the nature of the key technologies and the role they play. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Comprehensive Accounting & Financial Reporting Update
-
Online
4.00 Credits
Member Price: $149
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. 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 Excel Essentials For Staff Accountants
-
Online
8.00 Credits
Member Price: $250
Staff accountants often face unique challenges when working with Excel & their existing knowledge might not always meet their needs. This comprehensive eight-hour session is designed to bridge that gap & empower you with the essential skills to maximize efficiency & accuracy. Participate in this dynamic & engaging session & you will learn how to: Summarize data quickly & accurately, Generate stunning, professional reports, Create essential accounting calculations for depreciation, amortization & interest. We start with a quick overview of Excel best practices & dive into advanced topics like PivotTables, sophisticated formulas, Tables, formatting & working with dates. Our course is packed with accounting-centric examples to reinforce key learning points. Plus, you'll enjoy a "laptop-friendly" environment with access to all demonstration files. This seminar is a must for all staff accountants eager to enhance their Excel skills & transform their workflow. Don't miss out on this opportunity to elevate your Excel expertise & take the first step towards mastering Excel today!
Advanced ChatGPT for Accountants
-
Online
2.00 Credits
Member Price: $89
This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Overcoming Tech Adoption Challenges in CPA Firms
-
Online
1.00 Credits
Member Price: $55
The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks and building a technology-forward culture that enhances both efficiency and client value. Participants will explore the CPA Firm Digital Maturity Model to assess their firm's readiness for transformation, examine the evolving AI ecosystem specifically designed for accounting applications and discover how leading firms are leveraging AI to move beyond traditional compliance work toward high-value advisory services. The course addresses critical considerations for firms of all sizes, from solo practitioners to large regional firms, providing actionable frameworks for prioritizing technology investments, measuring success beyond traditional ROI metrics and developing the hybrid talent needed to thrive in an AI-enhanced future. Whether you're a firm leader hesitant about technology adoption or a forward-thinking professional ready to champion change, this course equips you with the knowledge and tools needed to navigate the technology revolution transforming the accounting profession. 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 Document Review & Handwriting Analysis
-
Online
2.00 Credits
Member Price: $89
Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting misconduct. Forensic accountants apply a range of skills & methods to determine whether there has been financial reporting misconduct. Financial forensic engagements may fall into several categories. Economic damages calculations, whether suffered through tort or breach of contract. Post-acquisition disputes such as earnouts or breaches of warranties Bankruptcy, insolvency & reorganization Securities & tax fraud Money laundering Business valuation Computer forensics/e-discovery This session is designed to delve a bit deeper into the world of forensic accounting & identify some of the specific areas of expertise required to become a forensic accountant. We will then first delve deeper into the art of document analysis & handwriting analysis.
An In-Depth Understanding of the Generation Skipping Transfer Tax
-
Online
2.00 Credits
Member Price: $89
This course provides a focused & practical overview of the Generation Skipping Transfer (GST) Tax, designed specifically for professionals involved in estate & gift tax planning. As Part 4 of the Form 706 & 709 series, this session zeroes in on the rules, definitions & application of GST tax, including the mechanics of calculating the inclusion ratio & how the GST exemption operates in real-world planning scenarios. Participants will gain clarity on how to identify skip persons, the types of transfers subject to the GST tax & the proper treatment of direct skips, taxable terminations & taxable distributions. Through clear examples & practical instruction, this course walks participants through voluntary, timely, late & retroactive GST exemption allocations. With increasing regulatory complexity & heightened exemption limits, understanding the GST tax is critical for practitioners assisting clients in multigenerational wealth transfers. This course supports more accurate return preparation & strategic allocation of exemptions to minimize tax exposure. 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
Global Internal Audit Standards (GIAS) Domain IV: Part II
-
Online
2.00 Credits
Member Price: $89
The new Global Internal Audit Standards were released on January 9, 2024 & 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 & elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation & examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics & Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
