WICPA CPE & Special Event Catalog
Forensic Accounting: Crafting Expert Reports
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Online
4.00 Credits
Member Price: $149
When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics and components of an effective report. 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.
Cutting-Edge Estate & Financial Planning Trends
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Online
8.00 Credits
Member Price: $250
With the new administration proposing significant tax changes, estate & financial planning strategies must adapt to stay ahead. This course equips financial professionals with the latest techniques & insights into evolving tax laws, domicile considerations & wealth transfer strategies. Participants will explore how potential reductions in estate & gift tax exemptions, new compliance requirements & advanced IRA distribution planning may impact client strategies. With a focus on practical application, this course provides actionable strategies for charitable giving, domicile considerations & estate tax efficiency to help practitioners optimize outcomes while ensuring compliance with new & anticipated tax regulations. 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
Yellow Book Ethics
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Online
2.00 Credits
Member Price: $89
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related 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.
Internal Controls Over Compliance versus Compliance
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Online
1.00 Credits
Member Price: $55
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific compliance requirements. Additionally, we will address one of the most frequent findings in audits of governmental entities receiving federal grants: the misidentification of controls and the confusion between compliance and control processes. This course will help clarify the distinction, equipping you with the tools to enhance audit quality and ensure compliance effectiveness. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Ethics of Artificial Intelligence ("AI"): The Interaction of AI & Ethics, featuring Tracy Cooper, CPA & Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
Artificial Intelligence ("AI") can do & does amazing things, but there are myriad ethical issues involved with AI. We will discuss the many ethical questions that AI raises & how to prevent them From having an adverse impact. We must be more diligent & aware of the ethical issues. AI has severe ethical pitfalls that we should understand clearly. AI is here to stay & we must understand how to mitigate the ethical issues.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Generative AI Strategy for Accountants
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Online
2.00 Credits
Member Price: $89
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude and Gemini transform business practices, accountants will learn to harness these tools to drive value, streamline processes and enhance decision-making. Through examination of the current AI landscape, practical frameworks and real-world applications, participants will learn how to leverage AI technologies to enhance accounting operations while maintaining professional standards and ethical considerations. The course emphasizes a balanced approach to AI adoption that focuses on augmenting human capabilities rather than replacement. 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 Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements & Employee/Independent Contractor
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Online
2.00 Credits
Member Price: $99
This program covers three topics: the Department of Labor's changes in overtime rules, the Federal Trade Commission's ban on most non-compete agreements and the Department of Labor's new rules relating to differentiating between employees and independent contractors under the Fair Labor Standards Act (FLSA). Any suspensions due to court challenges will be discussed. Understanding these new changes will allow accounting and finance professionals to discuss these important business law changes with their clients.
World Class Cost Accounting: A Practical Application -- Part II 26-27
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Online
4.00 Credits
Member Price: $175
Build on the foundation from Part I and deepen your expertise by mastering the treatment of manufacturing overhead. Using the cost system of a real company, you'll learn to distinguish overhead costs that can be directly traced versus directly assigned and how to structure inventory cost pools for accurate product costing. Explore methods for handling deviations from normal manufacturing processes and see how all overhead costs can be systematically integrated into a comprehensive cost system. Completing Part I is highly recommended, as its principles carry forward into this advanced application. World Class Cost Accounting: A Practical Application - Part I
Critical Technical Skills for CFOs & Controllers
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Online
4.00 Credits
Member Price: $149
Accounting & finance managers & executives must demonstrate sound technical & analytical necessary for personal growth & organizational success. This course will provide insights into the most critical technical & analytical skills needed by CFOs & Controllers: or those that want to be!
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 26-27
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Online
8.00 Credits
Member Price: $329
When contemplating a divorce, financial, retirement and tax issues are critical. Many clients need to think through the problems that are about to unfold. As a result, they need more time to be ready. Therefore, understanding, assessing and deciding how to proceed is essential before completing the marital separation agreement. Discover how to re-design your client's financial plan with these unforeseen issues now part of the mainstream. During this course, you'll learn business valuation; discuss property, retirement and other assets; gain insights on the tax and financial ramifications of divorce; and navigate the assessment and division of financial assets before, during and after the divorce.
Living Trust Administration Workshop 26-27
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Online
8.00 Credits
Member Price: $329
Gain hands-on knowledge while focusing on the trust administration process on the death of the single settlor and the first spouse in a joint settlor trust. In today's estate tax environment, with a change of the exemption in 2026, the answers to core questions concerning whether to file an estate tax return, make a portability election or make a QTIP election may surprise you. Learn what clauses to look for in the trust; when and how to make portability and QTIP elections; when to use the "Delaware Tax Trap" in place of QTIP election: how to educate the client concerning trust administration; and how to deal with assets outside the trust. Using checklists and forms, understand how to create a practical system for administering the living trust after death.
Common Financial Statement Disclosures
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Online
2.00 Credits
Member Price: $89
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How SAS Nos. 134-145 Improve Risk-Based Audits
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Online
4.00 Credits
Member Price: $149
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Ethics of How We Treat People; Why it Matters?
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Online
1.00 Credits
Member Price: $39
As leaders in the community & in the profession: we are held to a higher standard & to do more to help others. We do not want to conduct business with unethical organizations or work with those who mistreat others. People, whether they are contractors, employees, customers, suppliers, clients or partners, all want to be treated fairly & with respect. Especially in a service business, people are the only true asset. By treating people with respect & honor: you will attract talent & clients. If you believe there is a war for talent, then listen to this discussion that proves that treating others well is THE ethical course of action & what sets us apart. Being fair, honest & supportive: is being ethical & it matters.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Retaining Top Talent: Strategies for CPA Firms
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Online
1.00 Credits
Member Price: $55
In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like "pay more, expect less" to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you're a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Global Internal Audit Standards (GIAS): Overview & Contrast to 2017 International Professional Practices Framework (IPPF)
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Online
1.60 Credits
Member Price: $79
In May 2023, the IIA released a draft of the new Global Internal Audit Standards. The intent was to provide more effective standards for Internal Audit globally. 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
PowerPoint: Tips & Tricks for Today's Accountant
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Online
2.00 Credits
Member Price: $89
PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel & Word in the Microsoft Office suite. You will learn how to create & edit a professional PowerPoint slide deck. This session places particular emphasis on efficiency tips & tricks that will allow you to develop creative, professional visual aids while minimizing time & effort. The course's author will share personal insights he has cultivated throughout more than two decades of public speaking. Although the session will focus on creating & editing slides, we will illustrate best practices for presentation delivery. We will also explain how PowerPoint can be used for purposes other than delivering presentations.
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
Member Price: $89
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Creative Strategies for Buying, Selling, or Gifting a Business
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Online
8.00 Credits
Member Price: $250
Navigating the complexities of business transactions requires a deep understanding of tax & estate planning strategies. In this comprehensive course tailored for financial professionals, participants will explore the intricacies of creative approaches to buying, selling, or gifting a business. Through real-world scenarios & practical insights, attendees will gain invaluable expertise in identifying tax risks, minimizing liabilities & safeguarding assets. From evaluating valuation methods to exploring the details of stock versus asset purchases, this course equips you with the essential tools to provide informed counsel to clients. Discover the potential for strategic success as you master topics including estate transfer & tax implications, gifting strategies & the utilization of various trusts & partnerships. Whether you're a CPA, EA, attorney, or financial planner, this course offers indispensable knowledge to elevate your practice. With a recommended 8 credit hours of Continuing Professional Education (CPE), this intermediate-level course is designed for professionals with a foundational understanding of business tax & estate planning. Join us & immerse yourself in a journey towards mastery in the vibrant landscape of business transactions. 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.
K2’s QuickBooks Online For Accountants
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Online
8.00 Credits
Member Price: $250
Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved & thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants & business professionals are still unaware of the extensive features QBO offers. Unlock the advantages of the subscription model & learn how to leverage QBO to manage inventory, enhance internal controls, create presentation-quality financial statements & seamlessly migrate From QuickBooks Desktop or other accounting platforms. Join our dynamic session to explore the best practices for implementing, using & excelling with QuickBooks Online. Don't miss out on the opportunity to elevate your accounting game with this surprisingly robust platform!
