WICPA CPE & Special Event Catalog
Fraud in the Nonprofit Environment
Available Until
Online
2.00 Credits
Member Price: $69
Fraud can occur in the nonprofit environment. This on-demand course will cover fraud-related misappropriation, misuse of government funds, revenue recognition and cyber-related fraud. We'll explore real-world examples that illustrate the variety of fraud impacting not-for-profits and perpetrated by management within organizations. Additionally, this course includes recommended preventive and detective controls, along with potential audit procedures. Note: This is an on-demand webcast self-study course.
Fraud Investigation Reporting
Available Until
Online
1.00 Credits
Fraud incurs a staggering cost of over $5 trillion annually for businesses and individuals worldwide. Discover insights from a nationally recognized expert who provides the latest information on fraud investigation reporting.
Fraud Risk & Audit Requirements
Available Until
Online
2.00 Credits
Member Price: $69
Learn about common fraud schemes and detection techniques. Utilize trends to assess risk in the context of any audit. Understand fraud requirements of the auditing standards.
Fraud Scheme Hunt: Identifying Common Fraud Tactics
Available Until
Online
3.00 Credits
Member Price: $119
Unleash Your Inner Fraud Fighter with the Fraud Scheme Hunt! Become a crack fraud investigator with Red Flag Mania's Fraud Scheme Hunt , an immersive self-study program designed for professionals like you. Sharpen your investigative instincts as you hunt down perpetrators and unravel the mysteries behind cunning fraud schemes. This program will take you on a thrilling evidential trail, where you'll learn to: Classify fraud schemes like a pro: Develop a keen eye for identifying different types of fraud, so you can spot them before they strike. Unmask fraudulent disbursements: Trace the ill-gotten gains and understand how fraudsters steal your hard-earned money. Master the art of bank reconciliations: Ensure your financial records are squeaky clean and identify discrepancies that could signal fraud. Produced by the learning experts at Red Flag Mania, this program is your one-stop shop for mastering ethical decisions, fraud detection and prevention. Don't wait for fraud to strike - equip yourself with the knowledge and skills to become a fraud-fighting champion! This course is produced by Red Flag Mania. Want the full experience? Purchase the When We Prey Bundle!
Fraud Stories: AI Wave & Super Micro Computer Inc.
Available Until
Online
2.00 Credits
Member Price: $69
This course explores a high-profile financial collapse in the world of decentralized finance (DeFi) and stablecoins, revealing how complex technology and compelling narratives can mask fundamental weaknesses and fraud risk. Participants will examine how the company built credibility through investor psychology, artificial adoption and misleading system design, while lacking true economic backing. Through this case study, the course highlights key red flags, structural vulnerabilities and regulatory issues, equipping professionals with practical insights to evaluate emerging financial models, identify fraud risks and apply critical thinking in rapidly evolving markets. Recorded November, 2024.
Fraud Stories: First Brands Group
Available Until
Online
2.00 Credits
Member Price: $69
This course examines the rise and collapse of First Brands Group to explore fraud risks embedded in modern private credit and nontraditional lending markets. Through a detailed case study, participants will analyze how aggressive leverage, complex financing structures and weak internal controls contributed to a multibillion-dollar failure. The course highlights key issues such as receivables factoring fraud, off-balance-sheet financing and the limitations of due diligence in opaque financial environments. Participants will gain practical insights into identifying red flags, evaluating financial structures and understanding how systemic risk can develop within evolving credit markets. Recorded November 2025.
Fraud Stories: Terraform Labs Case
Available Until
Online
2.00 Credits
Member Price: $69
This course examines the Terraform Labs cryptocurrency collapse, a $40+ billion fraud, to highlight key fraud risks in emerging financial products. Participants will explore cryptocurrency fundamentals, stablecoins and blockchain concepts while identifying red flags such as unrealistic returns, weak controls and misleading use cases. The course also addresses investor psychology and regulatory violations, helping professionals apply critical thinking and skepticism when evaluating complex investment opportunities. Recorded January, 2025.
Fraud Stories: The Tricolor Collapse
Available Until
Online
2.00 Credits
Member Price: $69
Fraud Stories: January 2026 examines the rise and collapse of Tricolor, a fast-growing subprime auto lender, to uncover how fraud can develop and persist within complex financial systems. Through a detailed case study, participants will explore how aggressive growth, weak internal controls and reliance on opaque lending structures enabled practices such as double pledging and data manipulation. The course highlights key warning signs, audit challenges and systemic risks in private lending and securitization markets, providing practical insights into how fraud can be detected, prevented and understood within real-world financial environments. Recorded January, 2026.
Fraud Stories: The Wild Hunt: A Nonprofit Fraud Investigation
Available Until
Online
2.00 Credits
Member Price: $69
The Fraud Series (March 2025) centers on the "Wild Hunt" case a real-world nonprofit fraud allegation that highlights how quickly suspicion can escalate into perceived fraud. Through this detailed case study, participants will examine fund accounting, financial disclosures and the misinterpretation of data, while contrasting these findings with examples of actual fraud cases. This course emphasizes the difference between fraud, negligence and misunderstanding, equipping accounting and finance professionals with practical skills to evaluate red flags, challenge assumptions and approach fraud investigations with greater accuracy and critical thinking. Recorded March, 2025.
From Complexity to Clarity: Practical IRS Strategies for Tax Pros
Available Until
Online
4.00 Credits
Member Price: $99
Tim Dreyer, a seasoned tax consultant with 50 years of experience, explores the evolving federal tax landscape as the TCJA approaches expiration. He discusses IRS enforcement shifts toward high-income individuals, small businesses and crypto, critiques proposals like the Fair Tax Act and reviews legislative efforts to streamline reporting and enhance taxpayer rights. Dreyer also highlights key risks for preparers under proposed Circular 230 revisions and strengthened disclosure requirements.
From Policy to Planning: How OBBB Reshapes the Tax Landscape
Available Until
Online
3.00 Credits
Member Price: $89
Kasey Pittman of Cherry Bekaert and Mark Gallegos of Porte Brown LLC examine the One Big Beautiful Bill Act (OBBB), outlining the policy context behind its passage and the tax provisions with the greatest practical impact. They discuss key business, individual and estate tax changes, highlighting planning opportunities, risks and areas of uncertainty. The session emphasizes holistic tax planning, state conformity considerations and advisor judgment under the new law.
Fundamentals of Data Analysis in Excel
Available Until
Online
3.50 Credits
Member Price: $89
Excel is the most widely used analysis tool in the world and a great starting point for diving into data analysis. In this course, you'll apply Excel's native tools to structure your data into spreadsheets and tables. You'll then analyze and produce insights from that data using pivot tables. Finally, you'll visualize those insights by building a dashboard in Excel. You'll apply these skills using modern functionality like dynamic array formulas, linked data types, Power Query and Power Pivot. You'll work hands-on with real-world scenarios, using datasets pulled from financial statements and retail sales.
Gaining a Competitive Advantage Critical Skills for CFOs & Controllers
Available Until
Online
2.00 Credits
Member Price: $69
The role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market, how the perception of value in the area of finance has changed, the role of the finance function in cybersecurity and how finance leaders can help create a data-driven organization.
Gearing up for a Successor
Available Until
Online
1.00 Credits
Member Price: $49
Every CPA firm needs a succession plan whether that means selling your practice, merging, or simply having a clear exit strategy to protect client relationships and ensure a smooth handoff of firm operations. Succession isn't just a future concern, it's a business essential. Join us for a focused webinar designed specifically for CPAs looking to prepare their practice for transition. Whether you're years away or actively planning your exit, this session will give you the insights and tools to move forward with confidence. We'll walk through current market trends and firm valuation strategies so you can understand what your practice is really worth. You'll learn what buyers are looking for, including how private equity is shaping the landscape and what you need to do now to make your firm more attractive. We'll also explore tax implications, seller financing options and the financial documentation that can make or break a deal. Beyond the numbers, we'll cover common pitfalls to avoid, key elements of business continuity planning and how staffing decisions impact your succession timeline. This session is built to help you protect the legacy you've worked so hard to build and position your firm for a smart, seamless next chapter.
Handling Conflicts, Errors & Due Diligence on Tax Returns
Available Until
Online
4.00 Credits
Member Price: $99
Tax practice demands more than technical calculations it requires sound judgment under Circular 230, the AICPA Code and the 2024 SSTS revisions. This course shows how to recognize and manage conflicts of interest (possible, potential, actual), obtain and document informed consents and decide when withdrawal is required. You'll learn what to do when client errors or omissions surface, how SSTS 1.2 and Circular 230 10.21/10.22 shape your duties and how to protect clients (and yourself) with engagement letters, scope clarity and careful documentation. We'll translate due-diligence principles into daily practice what you may rely on, when to probe, how to mitigate 6694 exposure and how to organize files to preserve work product. The program also covers controversy representation (2848 vs 8821), WISP/data-security expectations and practical checklists that elevate quality review and reduce malpractice risk. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Health Insurance Planning
Available Until
Online
4.00 Credits
Member Price: $99
Your health is one of your most valuable assets and the decisions you make around it can shape both your financial future and quality of life. This course breaks down the key options for medical coverage, from workplace plans to government exchanges and health savings accounts. You'll gain a clearer view of how to protect your clients "and yourself" from financially devastating health events by analyzing the personal, tax and financial factors that matter most.
High Performance Communication
Available Until
Online
2.00 Credits
Member Price: $69
High-performing leaders and teams often feature great communicators. Ironically, we spend little of our professional time thinking and talking about what great communication looks like. Learn the secrets of high-impact communication; explore effective vs. less effective communication channels; discover the power of giving and receiving professional feedback; the benefits and curses, of nonverbal communications; and how to make highly impactful presentations. Plus, to reinforce learning, you will actively engage in lively and informative communication-related activities. The webcast was originally broadcast on May 30, 2013. Note: There is a minimum passing rate of 70% for this course.
How a Subordinate’s Gender Influences Supervisors’ Use of Past Performance Info
Available Until
Online
0.00 Credits
Member Price: $49
Firms often ask supervisors to appraise subordinates potential to succeed in higher-level positions. These appraisals can take place within social and organizational contexts that emphasize improving the experiences of females in male-dominated settings. Using this context, we experimentally examine whether supervisors differentially interpret and use the same accounting information when appraising the potential of subordinates of different genders. We draw on attribution theory and research suggesting that a diversity emphasis sends two conflicting signals females are less able than males, but more valuable from a diversity standpoint. We find that supervisors beliefs about subordinates abilities in their current positions are lower for female than male subordinates. While prior research suggests this should result in supervisors appraising female subordinates' potential as lower than males, we find the opposite. Our results suggest that firm efforts to improve the workplace experiences of females may do little to mitigate underlying gender stereotypes.
How CPAs Leverage ChatGPT & AI the Right Way
Available Until
Online
1.00 Credits
Member Price: $49
ChatGPT and AI can enrich your accounting practice if you use it the right way. If you don't, disaster lurks. How can you make this technology work for you instead of against you? This timely, entertaining and results-focused course will show you how five powerful principles: the principles of ethical intelligence help you make the most of ChatGPT and AI. You will get tested strategies you can implement immediately and successfully. This course offers NASBA-approved non-technical (behavioral) ethics credit and counts toward your 80-hour CPE requirement; however, it does not satisfy the California Board of Accountancy's four-hour technical (regulatory) ethics requirement. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
How to Develop a Lucrative Practice
Available Until
Online
1.00 Credits
Member Price: $49
Selling doesn't have to feel like selling. This on-demand course breaks down a 10-step sales system designed specifically for CPAs who want to grow their firms while staying energized about their work. You'll learn how to attract the right clients, deliver real value and build a practice that feels less like a grind and more like a calling. From refining your niche to mastering consultative conversations and asking for referrals with confidence, this session walks you through a client-focused process that builds trust, drives growth and transforms your role from CPA to CEO. You'll learn how to: Build a client-attracting funnel that works while you work Craft content and landing pages that actually convert Communicate with purpose and consistency Deliver standout service that keeps clients coming back Grow your mindset and your business with intention Ideal for CPAs ready to take control of their growth strategy without ever feeling like a salesperson. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.
