WICPA CPE & Special Event Catalog
Beyond Following the Money: Use of Intelligence & Asset Searches
Available Until
Online
1.00 Credits
Member Price: $49
In this session, we will delve into intelligence and asset search methods that enhance investigations and facilitate recoveries. We will examine various sources of publicly available information, learn how to identify and verify pertinent data and provide examples of how this information can be effectively utilized in traditional forensic accounting scenarios. This session was recorded on March 19, 2024 at the 2024 Fraud & Forensic Accounting Virtual Conference.
Beyond the Headlines: The One Big Beautiful Bill: Part I
Available Until
Online
2.00 Credits
Member Price: $69
Go beyond the headlines with a series of courses that take a deeper look at federal law changes under the One Big Beautiful Bill Act (OBBBA). Focused on the practical implications for financial professionals, you'll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts. Part 1: Unpacks key changes including extended TCJA rate cuts, a larger standard deduction, expanded Child Tax Credit and AMT adjustments Part 2: Explores how the One Big Beautiful Bill reshapes business and estate tax planning, including updates to bonus depreciation, Section 179, QBI rules and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts Part 3: Examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning
Beyond the Headlines: The One Big Beautiful Bill: Part II
Available Until
Online
2.00 Credits
Member Price: $69
Go beyond the headlines with a series of courses that take a deeper look at federal law changes under the One Big Beautiful Bill Act (OBBBA). Focused on the practical implications for financial professionals, you'll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts. Part 1: Unpacks key changes including extended TCJA rate cuts, a larger standard deduction, expanded Child Tax Credit and AMT adjustments Part 2: Explores how the One Big Beautiful Bill reshapes business and estate tax planning, including updates to bonus depreciation, Section 179, QBI rules and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts Part 3: Examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning
Beyond the Headlines: The One Big Beautiful Bill: Part III
Available Until
Online
2.00 Credits
Member Price: $69
Go beyond the headlines with a series of courses that take a deeper look at federal law changes under the One Big Beautiful Bill Act (OBBBA). Focused on the practical implications for financial professionals, you'll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts. Part 1: Unpacks key changes including extended TCJA rate cuts, a larger standard deduction, expanded Child Tax Credit and AMT adjustments Part 2: Explores how the One Big Beautiful Bill reshapes business and estate tax planning, including updates to bonus depreciation, Section 179, QBI rules and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts Part 3: Examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning
Board Risk Oversight & Corporate Tax-Planning Practices
Available Until
Online
1.00 Credits
Member Price: $49
Risk oversight by the board of directors is a key component of a firm's enterprise risk management framework and recently, boards have paid more attention to their firm's tax-planning activities. In this study, we use a hand-collected sample of proxy statement disclosures about the board's role in risk oversight and provide evidence that risk oversight is negatively associated with both tax uncertainty and overall tax burdens. We find that risk oversight is most strongly associated with positions that yield permanent tax benefits and also with less risky tax-planning activities. Overall, the evidence suggests that board risk oversight is associated with more effective tax-planning practices.
Building a Better CPA Firm for the Future
Available Until
Online
2.00 Credits
Member Price: $69
Managing Partner Chet Buchman of Swindoll, Janzen, Hawk & Loyd discusses how his firm restructured its business model to move beyond compliance work toward client advisory services. He explains how clarifying firm vision, adjusting pricing and client mix, managing capacity and tracking key financial metrics supported sustainable growth, improved efficiency and enhanced work-life balance, while strengthening client relationships and long-term firm viability.
Building Productivity: Creating Your Stress Reduction Tool Bag
Available Until
Online
1.00 Credits
Member Price: $49
Stress is the leading cause of chronic illness in the United States, with many Americans experiencing significant stress in their workplaces. This course provides professionals with practical strategies for managing stress, enhancing productivity and preventing burnout. Participants will learn to understand both the positive and negative aspects of stress, equipping them with effective tools for workplace stress management. The course emphasizes recognizing stress signs and triggers in colleagues and employees. Through interactive activities and mindful communication exercises, participants will build a toolkit aimed at reducing stress levels, improving focus and fostering a balanced work environment. Important: Some states may impose restrictions on the number of Continuing Professional Education (CPE) credits that can be earned in the personal development category. It is advisable to consult your state licensing board for specific guidelines and requirements
Building Trust: SOC 2 Compliance & Managing Third-Party Risks
Available Until
Online
2.00 Credits
Member Price: $69
Managing the risks of cyberattacks has become more difficult as companies rely on a growing number of third-party vendors for services like cloud computing and software development. SOC 2 (System and Organization Controls 2), a compliance standard developed by the AICPA, helps ensure that companies protect their clients' data securely. Audrey Katcher is a partner in RubinBrown's Business Advisory Group, overseeing the group's Information Technology Risk Services (ITRS). She offers her expertise in third-party assurance and SOC reports, helping companies understand and manage technology risks for the benefit of their clients and their businesses.
Charitable Giving Strategies
Available Until
Online
4.00 Credits
Member Price: $99
With the propensity of younger clients to give back and the desire of older clients to leave a legacy, the interest in charitable giving is at an all-time high. There are many ways to give, many types of charitable organizations to consider and many alternatives to obtain tax benefits and meet our clients' objectives.
Charting the Course: ASU Updates for the Year Ahead
Available Until
Online
2.00 Credits
Member Price: $69
Michael Hoose, CPA and Director at Cherry Bekaert, discusses ASUs effective for 2024 and 2025 across private and public entities. He covers debt conversion options, EPS computations, asset and liability valuation under ASC 606 and portfolio hedge accounting. Topics include supplier finance, common control leasing, insurance contract assumption updates, fair value measurements, tax credit amortization, joint venture accounting, crypto asset reporting and income tax disclosures.
Coaching & Mentoring Others
Available Until
Online
2.00 Credits
Member Price: $69
We'll make the case that all professionals and leaders in particular must make developing others a top priority. The course will address the difference between coaching and mentoring as methods of developing others and will offer several specific tips for effective coaching and successful mentoring programs. Originally presented June 6, 2015. Note: There is a minimum passing rate of 70% for this course.
Common Nonprofit Financial Statement Errors
Available Until
Online
0.00 Credits
Member Price: $49
In this course, you'll uncover the ten most common financial statement mistakes nonprofits make and how these errors can jeopardize compliance, transparency and your organization's credibility. You'll learn practical policies and procedures to spot, prevent and fix these pitfalls, helping you boost the accuracy and reliability of your financial reporting. Walk away empowered to strengthen your nonprofit's financial health and build lasting trust with stakeholders. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.
Communications Skills Training for the CPA
Available Until
Online
2.00 Credits
Member Price: $69
Today's competitive, complex business environment requires CPAs to be strong communicators. Listen and learn how to communicate your position effectively. Topics will emphasize the "communication" process and explore techniques to improve oral communications, including telephone techniques and written communications. Explore communications and personality types while considering the importance of the "human" side, including empathy, ego, and needs. Summarized topics covered through a series of mini-case studies. The webinar was originally broadcast on May 3, 2017.
Conflict Management
Available Until
Online
2.00 Credits
Member Price: $69
No team or organization is perfect and we all experience conflict in our professional lives. How we manage conflict determines whether or not it ultimately helps or hurts our work. Learn how to tackle conflict positively by understanding sources of conflict, the damaging effects of unchecked negative conflict, how to react when conflict is directed at you, how to mediate when others experience conflict and how to create needed positive conflict. The webinar was originally broadcast on July 18, 2016. Note: The minimum passing rate for this course is 70%.
Construction Contracts: Mitigating Financial Risks & Improving Transparency
Available Until
Online
1.00 Credits
Member Price: $49
Contracts are the backbone of the construction industry but also a significant source of financial risk. This session will focus on risk management strategies for contract negotiation, delivery method selection, preconstruction services, change orders and retainage policies. Learn how CPAs can help clients minimize financial exposure and enhance documentation transparency. This session was recorded on March 25, 2025 for CalCPA's Construction Management Conference.
Corporate Finance Competency: Analytical Toolbox
Available Until
Online
4.00 Credits
Member Price: $99
Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. This course will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review the ten steps for keeping your financial toolbox full and effective. Companion course: Corporate Finance Competency: Three Basic Tool Categories
Corporate Finance Competency: Three Basic Tool Categories
Available Until
Online
4.00 Credits
Member Price: $99
Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your toolset. This course will examine three tool categories that form the foundation for many analytical processes. The first category is Financial Statement Analysis. This tool does not have to be complicated. We will present an effective and efficient financial statement analysis approach. The second category is Integrated Strategic and Financial Planning. Businesses need to know where they are going and integrate strategic direction into financial and individual plans. Learn to build an effective integrated planning model. The third category is Action-oriented Business Metrics. Financial professionals generate a vast quantity of metrics. Examine how to turn these financial measures into operating results. Companion course: Corporate Finance Competency: Analytical Toolbox
Corporate Finance Fundamentals
Available Until
Online
2.50 Credits
Member Price: $69
Corporate Finance Fundamentals covers capital investment, capital financing and the return of capital. Learn how companies evaluate potential projects for those that increase shareholder value. Understand how to optimize a firm's capital structure. Select various methods for returning capital to shareholders.
Corporate Fraud Risk & Investigations
Available Until
Online
4.00 Credits
Member Price: $99
Numerous fraud cases point out that it doesn't take a sophisticated level of complexity to steal from an organization. Fraud is intended to be hidden and thus can very easily meet its target to deceive. Fraud has a pervasive role in today's corporate environment and organizations that choose to ignore fraud risk or disregard its impact become a fraudster's opportunity. This course will provide the professional with valuable knowledge about fraud risk and various best practices in fraud prevention programs designed to mitigate such risk. The course will also provide an introduction to fraud investigations and forensic accounting and is ideal for the professional seeking to expand his or her knowledge base and who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.
Corporate Income Tax Return Fundamentals
Available Until
Online
8.00 Credits
Member Price: $199
Preparing corporate income taxes requires a shift in mindset from individual tax preparation and compliance. Learn the concepts and tools necessary to support clients or businesses. Key topics include capitalization, depreciation, carrybacks and major book-to-tax issues involving corporations and Form 1120 preparation. Examine practical spreadsheet approaches that allow practitioners to efficiently and effectively manage book vs. tax differences (M-1 or M-3 items). Cover the impact of new tax law changes with ideas for client consideration. Additionally, dive into a complex corporate return case study, including a discussion of identifying book-to-tax differences and self-review tips. Discuss certain elections and a brief overview of mergers and acquisition issues. Focused on concepts with the presentation in the return, not how to input in return.
