WICPA CPE & Special Event Catalog
Microsoft 365: Supercharging CPA Productivity (Free to Members)
Available Until
Online
1.50 Credits
Unlock the full potential of Microsoft 365 in this dynamic breakout session tailored for CPAs across diverse specialties, including tax, auditing, technology, wealth advising, and more. You will learn to uncover the hidden gems of Microsoft 365 that can elevate your productivity and streamline your processes. Learn practical tips and innovative strategies to leverage the suite's powerful tools more effectively, ensuring you get the most out of your daily software use. Whether you're looking to enhance collaboration or optimize task management, this session will equip you with the knowledge to transform your practice. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
2026 Business & Industry Spring Conference Afternoon Sessions
Available Until
Online
4.20 Credits
Member Price: $209
Sessions covered in this On-Demand replay of the Business & Industry Spring Conference: Decoding Automation: From Ideas to Reality In an era of tight margins and workforce challenges, automation is no longer optional. This session is designed for financial leaders who need to drive operational efficiency now. Learn the fundamental tools and strategies to relieve margin pressure, solve labor shortages and remain competitive. Move beyond theory and learn how to build a practical, results-driven automation blueprint for your organization. . Cash Management: Day-to-Day Best Practices You may not currently manage cash, but cash management skills are likely to affect your future advancement. Poor liquidity kills organizations, but strong liquidity allows them to grow. This session will help you develop your cash management skills to make you indispensable. Build Better Budgets: Fundamental Techniques & Best Practices Enhance the preparation and utilization of your budgets with a renewed understanding of popular techniques and fundamental budgeting concepts. In this session, you will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control. Resolving Ethical Conflicts At some point in their career, every financial manager will face the choice of doing the right thing or taking the easy way out. Skillful handling of an ethical conflict can make a big difference in your career's trajectory. Learn how to turn a situation around and get others to do the right thing. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
2026 Business & Industry Spring Conference Morning Sessions
Available Until
Online
3.50 Credits
Member Price: $169
Sessions covered in this On-Demand replay of the Business & Industry Spring Conference: Economic & Market Trends: Post-Pandemic Normalization Explore the economic and market post-pandemic landscape through a series of important charts. This session will review inflationary forces, fiscal policy observations, employment trends, housing and interest rates. By the end, you will know how to frame the current structure of the stock market by examining valuation and earnings. Advanced Excel: Hidden Secrets & Gems Dive into the powerful -- yet often underutilized -- capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this session encourages you to challenge the status quo by taking ordinary spreadsheets to the next level. Modern Finance, Smarter Tools: Practical AI for Decision-Makers In a world where finance teams are still stitching together pivot tables and manual charts from ERP exports, there's a smarter, faster and more strategic way forward. Explore how today's finance leaders can harness the power of AI and modern data tools to elevate reporting, forecasting and decision-making. This session will highlight real-world, practical applications of AI designed specifically for CFOs and finance professionals. Whether you're Excel-savvy or just tech-curious, this session will open the door to what's possible when you streamline your data flows and embrace AI for finance. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Resolving Ethical Conflicts ( Free to Members)
Available Until
Online
1.20 Credits
At some point in their career, every financial manager will face the choice of doing the right thing or taking the easy way out. Skillful handling of an ethical conflict can make a big difference in your career's trajectory. Learn how to turn a situation around and get others to do the right thing.
Surgent's Unlimited Webinar Package
Available Until
Online
0.00 Credits
Member Price: $520
Surgent's Unlimited Webinar Package get unlimited access to our webinar catalog. With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you'll never have to worry about our webinars fitting in your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders you'll get the guidance and analysis you need with an unmatched customer experience. Included in Surgent's Unlimited Webinar Package: As a member, you pay just $529.00 - 30% off Surgent's retail price! Get unlimited access to over 2,100 live webinars Includes 1-, 2-, 3-, 4-, and 8-hour options in all the topics CPAs need. Up to 8,000 CPE credits! Choose from daily options at many convenient times, including evenings, lunch hours and Saturdays You'll earn live CPE credit without exams Interactive Q&A with renowned subject matter experts Downloadable course material and supplements Enjoy 12 months of access, available one year from the date of purchase All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching). Technical support and interactive Q&A are available throughout all webinars. Order a package now and you'll instructions via email from info@surgent.com. You'll be able to start registering for live webinars courses right away. * Note: This package does not include premium webinars.
Risk, Reward & Resilience: A Modern Approach to Risk Management
Available Until
Online
3.00 Credits
Member Price: $89
Economic Value Added, EVA, is a powerful yet often overlooked tool for risk management. Many accountants focus on EVA for performance measurement but miss its potential for identifying and mitigating risks. Alan Gorlick, CEO of Gorlick Financial Strategies, explains how EVA can optimize resource allocation, align investments with value creation and reduce operational risks. With practical insights on dynamic metrics, bonus plans and tools like Monte Carlo simulations, this segment equips financial leaders to turn uncertainty into opportunity and drive long-term profitability. Please note that this product will expire either on 03/31/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.
Strategies for Mobile Workforce Management: Policies, Payroll & Withholding
Available Until
Online
3.00 Credits
Member Price: $89
Managing a mobile workforce presents significant challenges for accounting and finance professionals, from navigating complex tax regulations to ensuring compliance with multi-jurisdictional payroll and reporting requirements. This expert-led course, featuring global mobility specialist David Livitt, provides a comprehensive guide to handling inpats and expats, tax equalization strategies, withholding obligations and corporate risk mitigation. Gain practical insights into structuring payroll, leveraging tax credits and optimizing compliance while supporting a globally mobile workforce. Stay ahead in the evolving landscape of international workforce management with expert strategies and best practices. Please note that this product will expire either on 03/31/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.
Your Guide to High-Quality Assurance & Exceptional Audits
Available Until
Online
3.00 Credits
Member Price: $99
Auditing can seem complex and overwhelming at first, with its intricate standards, regulations and risk assessments. Industry veteran Marty Van Wagoner simplifies the process and equips accountants and finance professionals with the knowledge they need to navigate audit evidence with confidence. Covering essential standards, PCAOB and AICPA guidance and recent regulatory changes, this course provides practical insights into risk assessment, audit procedures and the evolving role of technology in audits. With real-world examples and expert strategies, You'll gain the skills to conduct high-quality audits and enhance financial integrity. Stay ahead of industry changes and refine your auditing approach today! Please note that this product will expire either on 03/31/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.
2025 SEC & PCAOB Update: Comment Letters, Clawbacks & Oversight
Available Until
Online
4.00 Credits
Member Price: $99
Financial professionals and public companies should stay current on recent SEC and PCAOB standards to ensure compliance, improve disclosures and strengthen audit quality. John Fleming, Kaplan Financial Education discussion leader, explains the SEC's pay-versus-performance, cybersecurity and clawback rules, staff guidance on materiality and top comment-letter trends. He also reviews PCAOB standards covering audit evidence, analytical procedures, confirmations and quality-control requirements.
3-Statement Modeling
Available Until
Online
5.00 Credits
Member Price: $109
Being able to construct and balance a 3-Statement Modeling is a critical skill for many roles in accounting and finance. Including an income statement, cash flow statement and balance sheet helps to assess the financial health of a business. Connecting the balance sheet correctly can also help by adding an error detection system to highlight issues with the financial model. This course discusses model circularity in detail beginning with the advantages and disadvantages of building circular models. We review the two circular loops in the model and walk through the necessary steps to install a circularity switch. Important figures from the financial statements are summarized on an attractive model dashboard. We also review important print settings used to format the model as a polished financial presentation.
Accounting & Auditing for the Construction Industry
Available Until
Online
4.00 Credits
Member Price: $99
The construction industry faces many unique challenges to survive and remain profitable. These include specific accounting and reporting aspects for construction contracts and estimating project costs and profitability. Analyze revenue recognition under the percentage of completion method (including comparing current standards to the new FASB revenue standard) by exploring the underlying details. Reduce potential errors made using established concepts, including the shortfalls of the "cost to cost" method. Take a focused look at construction contractors' accounting, reporting and auditing. Discuss techniques and examples that provide a realistic audit approach for the contractor, including detailed auditing procedures for many types of contracts.
Add Cash Management to Your Fractional CFO Toolkit
Available Until
Online
1.00 Credits
Member Price: $49
Want to level up your advisory or fractional CFO services — Start with what clients care about most: cash flow. This session shows you how to turn cash flow management into a high-impact, high-value offering, while clarifying where your practice fits best across consulting, advisory and implementation. You'll learn how to spot your ideal clients, leverage cloud-based tools for smarter insights and stronger communication and price your services for both value and sustainability. It's practical, strategic and designed to help you scale your impact. You'll learn how to: Make cash flow management a core part of your value prop Choose the right service model for your firm Use modern tools to deliver insights clients actually use Package, price and position your services for growth Ideal for advisors ready to deepen client relationships and drive smarter business decisions. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.
Adding Personal Financial Planning Services to Your CPA Practice
Available Until
Online
2.00 Credits
Member Price: $69
Is it time to begin adding personal financial planning services to your existing practice? Gain the necessary skills to assess whether adding these services to your practice makes sense. This course examines the benefits and potential pitfalls of creating this type of entity; the skills of how to develop the appropriate infrastructure; and the appropriate type of entity and licensing requirements. We'll take a look at associating with appropriate financial services companies and professionals, staffing, technology, networking and other features of launching this new service, as well as the six steps of the financial planning process and how to apply them to each planning discipline. The webcast was originally broadcast on June 30, 2016. Note: There is a minimum passing rate of 70% for this course.
Advanced Excel Topics for Spreadsheet Power Users
Available Until
Online
8.00 Credits
Member Price: $199
Accountants and other business professionals who work in Excel extensively become very strong with many aspects of the ubiquitous spreadsheet application. In this course, we'll highlight many of the powerful tools found in Excel and provide details on how they are beneficial and used. Topics include data connectivity, advanced functions available for formula creation, Tables and PivotTables and charting tools. Many proficient Excel users only utilize a limited percentage of the available functionality when they work with spreadsheets, which is like tying one's hands behind his back. This session will help make participants "two-fisted" Excel users!
Advanced Strategies for Expert Deposition Testimony
Available Until
Online
1.00 Credits
Member Price: $49
This advanced-level course equips financial and forensic experts with the sophisticated strategies and ethical frameworks necessary to deliver compelling and credible deposition testimony in litigation. Taught by Brian Peter Brinig, JD, CPA/ABV, ASA, a nationally recognized expert witness and educator, the course focuses on the pivotal role of expert testimony in the discovery process and how experts can protect their credibility and professionalism under intense scrutiny. You'll explore the dual landscape of legal expectations and professional standards, including key guidance from the AICPA Code of Professional Conduct. Through real-world examples, tactical guidance and behavioral strategies, learners will understand how to manage deposition settings confidently, communicate effectively with attorneys and avoid common pitfalls that can undermine testimony. Topics include the distinction between the expert's role and the lawyer's role, pre-deposition preparation, advanced communication techniques, handling difficult questions and maintaining objectivity. This course is ideal for CPAs, forensic accountants, valuation professionals and other financial experts who may serve as expert witnesses in legal proceedings. Prerequisite Course: Expert Deposition Testimony 101
Advanced Techniques for Direct Examination & Surviving Cross-Examination
Available Until
Online
1.00 Credits
Member Price: $49
This advanced course equips CPAs and financial experts with the skills necessary to excel as expert witnesses in trial settings. Building on foundational testimony principles, you'll learn advanced preparation techniques, strategies for delivering persuasive direct examination and methods for withstanding the challenges of cross-examination. The program emphasizes courtroom demeanor, communication tactics, tactical defenses and adherence to professional standards, ensuring that expert testimony is credible, defensible and impactful.
AHI: Advanced Management & Leadership Essentials
Available Until
Online
2.00 Credits
Member Price: $69
This 2-hour mini course focuses on key leadership skills and situations commonly faced by managers. Participants will be encouraged to reflect on and challenge their current beliefs and approaches to managing and leading people. Leading Others Coaching & Developing Staff emphasizes prioritizing staff coaching and development in a post-pandemic work environment, including delegation for growth, delivering effective feedback and managing virtual employees. Building Leadership Communication Skills explores strategies to influence and lead others through effective communication in both one-on-one and group settings.
AHI: The Mindful-CPA
Available Until
Online
2.00 Credits
Member Price: $89
In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: The fundamental principles of Mindfulness, An 8-minute Mindfulness Practice to be done daily, Creative and fun ways to apply Mindfulness to work activities, Effective overall strategies to bring creativity, balance and energy to daily activities.
AICPA Employee Benefit Plan Fundamentals
Available Until
Online
10.00 Credits
Member Price: $239
This course provides a foundational understanding of employee benefit plans subject to audit under ERISA, helping you prepare to navigate the complexities of 401(k) plans. Explore the basics of ERISA This course offers a thorough understanding of 401(k) plans within the context of the Employee Retirement Income Security Act (ERISA). Your journey starts with an examination of the core objectives and effects of ERISA on 401(k) plans. Unveil the essentials of 401(k) plans Investigate the primary features of 401(k) plans, including eligibility rules, vesting schedules and definitions of compensation. Learn to recognize the crucial roles and responsibilities of various stakeholders who ensure plan integrity and protect participant interests. Immerse yourself in compliance, contributions and financial mechanics Understand the importance of the plan document and ERISA compliance and delve into tax considerations and compliance duties pertinent to the auditor. You'll gain insights into the workings of plan assets, such as contributions, loans and the variety of investment options within 401(k) plans. Comprehend the complexities of distributions, plan expenses and fee structures. Navigate the intricacies of 401(k) plans with assurance Grasp the unique financial reporting matters related to 401(k) plans, including Form 5500 and its connection to plan financial statements. Recognize the significance of SOC 1 reports in proving compliance and operational integrity and understand how ERISA Section 103(a)(3)(C) audits differ from traditional audits. This program is provided through our partnership with the AICPA. After completing this course, you'll receive a certificate and digital badge to showcase your new knowledge in this crucial area.
AICPA Fundamentals of ESG Certificate
Available Until
Online
6.00 Credits
Member Price: $310
Implications for the profession For CPAs and finance professionals, sustainability has quickly become a significant topic with profound impacts on the profession. Acknowledging the importance of sustainability issues in today's business environment is the first step toward adapting to the changes brought about by the increasing demand from stakeholders for sustainability information from businesses. Foundations of sustainability issues You'll delve into sustainability issues and opportunities to develop a high-level understanding of the key topics, including: The three pillars of sustainability Key bodies that have created appropriate reporting standards, guidelines, frameworks and requirements Recent developments in the sustainability reporting landscape Showcasing your new knowledge Upon completing the course, you'll receive a certificate and digital badge to demonstrate your new expertise in this evolving field. This certification program is provided through our partnership with the AICPA.
