WICPA CPE & Special Event Catalog
Corporate Sustainability: A Model Uncertainty Analysis of Materiality
Available Until
Online
1.00 Credits
Member Price: $49
For decades, scholars searched for a connection between a corporation's current performance with respect to sustainability and the future returns of its stock. In 2016, Khan, Serafeim and Yoon published an apparent breakthrough in this quest: guidance on materiality from the Sustainability Accounting Standards Board allowed the construction of corporate sustainability scales that reliably predicted stock returns. Their finding had an immediate and broad impact, but it remains, in its authors own words, just first evidence. Here, we further explore the relationship between material sustainability and stock returns by performing a model uncertainty analysis. We reproduce the original estimate but conclude that it is a statistical artifact. We then use machine learning to explore the practicality of employing historical associations to determine which aspects of sustainability are material to investors. We conclude that, for one popular source of data on corporate sustainability, accurate guidance on materiality may be difficult to achieve.
Costing Strategies
Available Until
Online
1.00 Credits
Member Price: $55
You will learn market-driven approaches that involve you analyzing your organization's customers and determining a pricing strategy that delivers your profit goals.
Create Measures in Power BI that Define Your Metrics
Available Until
Online
4.00 Credits
Member Price: $99
This 4-hour intensive course dives into Data Analysis Expressions (DAX) to help you build and validate powerful metrics in Power BI. Starting with DAX fundamentals and progressing to advanced formulas and time-intelligence functions, you'll learn how to create accurate, insightful measures. Through hands-on practice with PivotTables and real-world scenarios, you'll gain the skills to validate calculations, streamline analysis and make confident data-driven decisions.
Create Paginated Reports with Power BI Report Builder
Available Until
Online
2.00 Credits
Member Price: $69
Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence. Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, you'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience.
Cultivating Your Authentic Brand
Available Until
Online
1.00 Credits
Member Price: $49
Your brand isn't just a logo it's your identity. It's how your firm shows up, what it stands for and why clients remember you. In this practical session, you'll learn how to define and elevate your brand in a way that feels real, relevant and magnetic to your ideal audience. Through real-world examples and proven strategies, you'll uncover what truly sets your firm apart and how to use that to attract the right clients, communicate your value and stand out in a crowded market. Whether you're just starting to think about branding or ready to take it to the next level, this session will give you the clarity and confidence to own your story. You'll learn how to: Discover and refine what makes your firm different Build messaging that reflects your values and resonates with clients Create an authentic brand experience across every touchpoint Attract the right prospects and keep them engaged Perfect for CPAs looking to build a brand that's not just seen but remembered. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.
Culture Dash: How Workplace Culture Drives Fraud Risk
Available Until
Online
2.00 Credits
Member Price: $89
Culture clash! Navigate ethical dilemmas with Red Flag Mania's Culture Dash! Empower yourself to make ethical decisions in today's complex business environment with Red Flag Mania's Culture Dash, a self-study program designed for busy professionals like you. Sharpen your moral compass and develop the critical skills to identify and overcome personal biases that can cloud your judgment through a whodunnit learning adventure. Culture Dash plunges you into realistic scenarios, where you'll: Uncover hidden biases: Learn to recognize your own biases and how they might influence your decision-making. Navigate ethical dilemmas: Tackle real-world challenges that test your ethical boundaries and hone your ability to make sound choices. Identify the perpetrator: Become a detective of ethical conduct, piecing together clues to expose unethical behavior within an organization. Red Flag Mania's Culture Dash is your self-paced guide to fostering a culture of integrity and ethical decision-making. Invest in your professional growth and become a valuable asset to any organization. Enroll today! This course is produced by Red Flag Mania. Want the full experience? Purchase the When We Prey Bundle! Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Current & Emerging Issues in Specialized Tax Planning
Available Until
Online
3.00 Credits
Member Price: $89
Specialized tax incentives can unlock significant value when applied correctly. In this course, Randy Crabtree, co-founder of Tri-Merit Specialty Tax, shares practical insights into key credits, deductions and depreciation rules. Participants will evaluate eligibility requirements, stay current on legislative updates and explore planning considerations tied to energy efficiency, research activities and refundable tax credits.
Customer & Portfolio Analysis
Available Until
Online
1.00 Credits
Member Price: $55
Discover the tools you need to preserve customer relationships and maintain a balanced customer portfolio for your business. Develop your skills Customer value management cycle Customer segmentation Customer lifetime value Customer profitability analysis Customer portfolios BCG Matrix
Cybersecurity for Not-for-Profits
Available Until
Online
0.00 Credits
Member Price: $49
In this course, you'll deepen your understanding of core cybersecurity principles, risks and threats and see why a strong, executive-led cybersecurity program is vital for nonprofits. Discover why NFPs can face even greater cybersecurity challenges than for-profits and learn how to strengthen your organization's cybersecurity maturity with proven frameworks. As cyber incidents become more common, you'll also gain practical best practices for response and recovery, including how to build an effective incident response plan. Your presenters, cybersecurity experts from SingerLewak's Business Informatics practice, draw on decades of experience in cybersecurity, information systems, internal controls and incident response. This session was recorded on May 29, 2025 for CalCPA's Not-for-Profit Organizations Conference.
Cybersecurity: Protecting Organizations from Cybercrime
Available Until
Online
0.00 Credits
Member Price: $49
Learn about the latest Cyber threats facing CPA and Governmental agencies with specific examples of recent breach incidents. Gain an understanding of specific offensive and defensive measures an organization can take to increase their cybersecurity posture. This session was recorded live at the CalCPA Governmental Accounting & Auditing Virtual Conference on April 24, 2024.
Data Analysis Certificate
Available Until
Online
3.00 Credits
Member Price: $90
This certificate program equips CPAs and financial professionals with a structured learning path through the three stages of data analytics descriptive, predictive and prescriptive. Each course builds on the last, ensuring you gain both foundational knowledge and advanced skills to transform data into actionable insights that drive smarter financial decisions. You'll begin with Descriptive Analytics, learning how to evaluate analytics maturity and apply techniques such as text mining, clustering and outlier detection to uncover patterns and anomalies. Next, you'll advance to Predictive Analytics, where you will apply forecasting methods and modeling techniques including statistical forecasting and CART trees to anticipate future outcomes such as staffing needs, revenue trends and market segmentation. Finally, you complete the journey with Prescriptive Analytics, focusing on optimization strategies to recommend the best course of action. You'll solve decision problems involving capital investment and inventory management, gaining hands-on experience in applying prescriptive methods to real-world financial challenges. By completing this certificate, you'll move through the full analytics lifecycle, developing the ability to benchmark analytics capabilities, forecast with confidence and optimize decisions for greater business value.
Data-Driven Decisions for Finance: Strategy, Governance & Practical Insights
Available Until
Online
3.00 Credits
Member Price: $89
Finance and accounting professionals must apply a disciplined, decision-first approach to using data under uncertainty. David Schlosser, PhD, Senior Advisor at Velocity Advisory Group, presents a practical system for making defensible, data-driven decisions addressing cognitive biases, data quality and controls and decision governance. He emphasizes when data is good enough, how to avoid analysis paralysis and how to align measurement, accountability and documentation to support sound judgment and audit-ready decisions.
Data Driven Finance Decisions Without Analysis Paralysis
Available Until
Online
2.00 Credits
Member Price: $69
Finance and accounting professionals striving to be data-driven must distinguish between informed judgment and data overload to improve decision quality and defensibility. David Schlosser, Senior Advisor at Velocity Advisory Group, outlines a decision-first framework that clarifies options, assumptions and guardrails, emphasizing bias awareness and "good enough" data aligned to risk. He also highlights accountability, governance clarity and structured documentation to strengthen outcomes without sacrificing control.
Data Protection & IRS Compliance: Crafting an Effective WISP
Available Until
Online
2.00 Credits
Member Price: $69
Protecting financial client data is crucial to maintaining trust and integrity in the financial industry. A Written Information Security Program (WISP), required by the IRS, is designed to help tax pros effectively plan data security. Andrew Lassise, of Tech 4 Accountants/Rightworks, shares his expertise in helping tax and other financial professionals with IRS compliance and data protection measures. He explains how to maximize the IRS requirement to complete a WISP, offering a helpful road map for tax pros to protect their clients and themselves with a comprehensive cybersecurity strategy.
Data Visualization & Dashboards: The Basics
Available Until
Online
2.50 Credits
Member Price: $69
Data Visualization is part science and part art, from understanding why our brains process color more quickly than a table of numbers, to making use of white space and keeping visuals on brand. There are many facets to this exciting field. Mastering them will help you deliver exceptional visuals that deliver clear messages and build your credibility.
Data Visualization for Audits
Available Until
Online
2.00 Credits
Member Price: $69
This interactive session will cover areas where audits can use data to drive efficiency and how to visualize the data for maximum insight. The availability of high-quality data is allowing auditors to leverage technology to perform more effective and efficient audits. Understanding data and how to use it to improve the effectiveness and efficiency of the audit is critical. Case studies and sample documentation reinforce major concepts and help participants apply the techniques discussed.
Dealing with Underperforming Employees
Available Until
Online
2.00 Credits
Member Price: $69
Even if your hiring systems are functioning correctly, sometimes employees encounter difficulties at work and underperform. If this becomes chronic, it's the leaders role to intervene and address the problem. Gain insight to handling this tough situation successfully by learning about the consequences of underperformance; goal clarity; resource sufficiency; ability versus motivation; when to intervene; and using progressive interventions, among other topics. The webcast was originally broadcast on May 13, 2016.
Deal Structure for Mergers & Acquisitions
Available Until
Online
8.00 Credits
Member Price: $199
Tax-focused discussion on changes in the transaction structure of merger and acquisition (M&A) deals can significantly impact after-tax cash flows. Gain a significant competitive advantage by understanding how taxes affect M&A and divestiture transaction structures. Further, examine the mechanics of M&A deals; the structures of taxable assets and stock acquisitions; triangular and reverse triangular mergers; practical issues in structuring and pricing; types of tax-free reorganizations; tax planning for divestitures; and key elements of purchase and sale documents. Plus, dive into a complex case study and a couple of different approaches to the net tax cash flow for an S corporate deal. Updated for new tax Reform and impact on M&A deals.
Decision Making Analytics
Available Until
Online
1.00 Credits
Member Price: $55
Decision analytics help you evaluate your options. A decision tree is an excellent tool that allows you to lay out options and investigate the possible outcomes to then objectively choose your course of action. Along with value and sensitivity analysis, you will have the tools to make an impact.
Defining Where & Why Internal Controls are Needed
Available Until
Online
2.00 Credits
Member Price: $69
This course will help you identify areas where overlooked internal controls are needed and how to identify and implement more robust controls. Most organizations have many primary control measures required to operate in place. However, many need more essential criteria to enhance security, productivity and the quality of information available for decision-making. So, first, we'll identify areas where internal control measures are needed. Then, we'll explore why these controls should be created and review specific rules the organization should use in detail.
