WICPA CPE & Special Event Catalog
How To Get The Best From Your CAS Department
Available Until
Online
0.00 Credits
Member Price: $49
Join us for an insightful course hosted by Hancock Askew & Co., LLP and Accountants, where we delve into the dynamic changes within the accounting industry. Technological advancements have revolutionized accounting firms, prompting the surge in demand for Client Accounting Services (CAS). In this session, we will explore the intricacies of reorganizing CAS teams, including evaluating success metrics, optimizing CAS structures and executing effective reorganization processes. Our discussion will encompass decision-making protocols, implementation strategies and post-implementation reviews. Unlock the benefits of a streamlined CAS team and learn to leverage objective evidence for informed decision-making throughout the reorganization journey.
How to Properly Maintain & Fund Life Insurance Policies
Available Until
Online
1.00 Credits
Member Price: $49
This course explores the fundamentals of life insurance and how to manage life policies for high-net-worth clients. Starting with an overview of major life insurance terminology and policy types, the presentation dives into best practices on how to maintain a policy. It includes essential questions to discuss with your client, guidance on how and when to implement policy reviews, strategies for monitoring a policy and different approaches to take if your client gets declined or wishes to sell their policy. CPAs will take away important lessons on integrating discussions of life insurance policies with their high-net-worth clients.
How to Run a Kickass Meeting
Available Until
Online
1.00 Credits
Member Price: $49
This course will explain the psychological aspects of leading effective meetings. We'll take a look at the elements of F.O.C.U.S.S. - Focus, Organization, Conduct, yoUr presence, Stewardship and Solutions. Last Update: March, 2026
Implementation of AICPA Quality Management Standards
Available Until
Online
4.00 Credits
Member Price: $99
In June 2022, the AICPA Auditing Standards Board (ASB) introduced three interrelated standards on quality management, collectively known as the QM standards. These standards signify a pivotal shift for CPA firms, transitioning from a policies-based approach to a more dynamic risk-based approach to audit and attestation quality. Every firm engaged in SASs, SSARSs and SSAEs will be impacted by these changes, which must be implemented by December 15, 2025. This course will explore the key changes introduced by the new standards, including a tailored risk assessment process, revised components of the quality management system, enhanced leadership and governance requirements and new obligations for networks and service providers. By the end of this course, you will be equipped to navigate these changes effectively and ensure compliance with the new standards.
Improve Spreadsheets by Building Controls in Excel
Available Until
Online
2.00 Credits
Member Price: $69
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes and maximize accuracy.
Improving Excel Productivity with AI
Available Until
Online
1.00 Credits
Member Price: $49
This course will introduce AI platforms and how they can be used to understand and create Excel formulas, understanding and writing VBA code for Macros and much more. We'll explore the free ChatGPT service as well as Microsoft's built-in AI Excel features.
Increasing Productivity Through Stress Management
Available Until
Online
2.00 Credits
Member Price: $69
As work demands increase, so does work-related stress. Understanding how stress is created and how to manage it effectively is the key to maximizing your productivity on the job. Learn about the nature of stress, its effects on your health and work and what to do about it. Several practical techniques will be shared to help enable you to keep stress in check and under control. The webcast was originally broadcast on October 27, 2016. Note: There is a minimum passing rate of 70% for this course.
In-depth with Excel Names
Available Until
Online
2.00 Credits
Member Price: $69
Excel's named reference capability allows us to create a friendly name and then use that name in a variety of places, including formulas. This session covers the basics of setting up named references with the Name Box and then how to add, edit and delete names with the Name Manager. After naming a cell, a range and a constant, you'll dig into the details and name a few formulas. You'll then use the named formulas to create a clean and modular formula. Presented in Excel for Windows. Note: Items presented may not be available in all Excel versions, including Excel for Mac, iPad or web. The webcast was originally broadcast on June 1, 2016. Note: There is a minimum passing rate of 70% for this course.
In-depth with Excel’s Conditional Formatting
Available Until
Online
2.00 Credits
Member Price: $69
The conditional formatting feature of Excel allows you to format a cell based on its value. In this session, we'll quickly get warmed up by covering the basics and then look in-depth at its more useful capabilities, including using a formula to define the formatting rule, using icon sets to create alerts and filtering for duplicates. Presented in Excel for Windows. (Please note: Items presented may not be available in all Excel versions, including Excel for Mac, iPad or web.) The webcast was originally broadcast on June 1, 2016. Note: There is a minimum passing rate of 70% for this course.
Industry Analysis & Lifecycles
Available Until
Online
1.00 Credits
Member Price: $55
With a solid industry analysis, the business can better decide whether to enter, stay in, or leave an industry. The tools you will gain from this course will help you define where an industry is in its lifecycle, which can be used for applications such as determining the risk and reward ratio of a potential investment, or the making of strategic choices like diversification, market exit, market stimulation and so on.
Inherit Intelligently, Retire Powerfully
Available Until
Online
2.00 Credits
Member Price: $69
Inherited retirement accounts have changed and smart planning matters more than ever. In this course, Mike Harris, associate professor in charge of retirement studies at the College for Financial Planning, breaks down inherited retirement account planning under the SECURE Act and SECURE 2.0. Participants will gain clarity on complex distribution rules and learn actionable strategies to protect retirement savings while navigating taxes with confidence and compliance.
Inside the PCC: Shaping Private Company GAAP
Available Until
Online
2.00 Credits
Member Price: $69
Go beyond the standards and see how private company GAAP is really shaped. This course offers an inside look at the Private Company Council and its work with the FASB to address the unique needs of private companies. Hear directly from PCC Chair Jere Shawver on agenda priorities, stakeholder outreach and why practitioner input matters. Gain practical insight to help you interpret guidance, anticipate change and better support clients and stakeholders.
Internal Control: Understanding & Testing
Available Until
Online
4.00 Credits
Member Price: $99
Internal Control is designed to provide reasonable assurance to achieve the entity's objectives related to financial reporting, effectiveness and efficiency of operations and compliance with applicable laws and regulations. It safeguards assets against unauthorized acquisition, use, or disposition and may include controls relating to financial reporting and operating objectives. Auditors should understand internal control relevant to the audit and the application of professional judgment. Most audit-related controls relate to financial reporting. However, not all controls related to financial reporting are appropriate for audits. Therefore, the auditor should evaluate the design of controls and determine whether they have been implemented by performing procedures and the inquiry of the entity's personnel.
Introduction to Bank Valuation
Available Until
Online
3.00 Credits
Member Price: $89
Valuation is probably the most fundamental concept in finance and is a necessary skill to become a world-class financial analyst. Due to the nature of a bank's operations, as well as banking regulations, we have to modify the most common valuation approaches. In this course, we will build a dividend discount model, a residual income model, mark a bank's balance sheet to market value and discuss comparable valuation.
Introduction to Business Intelligence
Available Until
Online
1.50 Credits
Member Price: $49
This self-paced business intelligence online training introduces you to the fundamentals of business intelligence (BI). You'll learn how data, tools and team roles work together to drive smarter business decision-making. Unlike traditional data analysis training, this business intelligence course focuses on equipping you with practical, real-world BI knowledge you can apply immediately.
Introduction to Sustainability Accounting Standards
Available Until
Online
1.00 Credits
Member Price: $49
This course will introduce the Sustainability Accounting Standards Board's framework and the Fundamentals of Sustainability Accounting (FSA) credential and its relevance to management and financial services industries. The course will discuss the relevance of reporting and monitoring SASB metrics for private companies to manage risk, improve operational results and increase enterprise value.
Investing in Virtual Currency
Available Until
Online
1.00 Credits
Member Price: $49
Clients increasingly rely on your expertise to mitigate risks and secure their financial futures. This course will equip you with essential knowledge about the latest developments in virtual currency, including an in-depth exploration of Bitcoin, its underlying technology and the evolving regulatory landscape. You will gain insights into investment strategies that can enhance your ability to advise clients effectively, ensuring they are well-prepared to navigate the complexities of this dynamic market. By the end of the course, you will be empowered to leverage various tools and techniques that will not only enhance your professional skill set but also significantly benefit your clients' investment decisions in the realm of virtual currency.
Is It Time to Abandon Traditional Investment Planning Strategies
Available Until
Online
2.00 Credits
Member Price: $69
In this unprecedented time, conventional investment wisdom won't work. This past year has demonstrated some of the most significant market movements and fears we have seen in years and our clients are becoming more skeptical than ever. Join Jeffrey H. Rattiner as he leads a comprehensive discussion on developing an investment plan in these unchartered times to weather the many storms that are pounding individuals and businesses. You'll learn how to understand the marketplace, prioritize your objectives, determine which investments work best in a volatile market and then how to combine investments for the best results. This dynamic program will help you increase your client base and fees by incorporating a proven and practical approach to creating client investment portfolios into your practice and how to keep score to help you measure success. You'll leave with a clear understanding of how to build, sustain and evaluate investment portfolios for clients in these turbulent times.
Key Trends in Governmental Accounting Today
Available Until
Online
0.00 Credits
Member Price: $69
Calvin Harris, CEO of the New York State Society of CPAs, speaks with Joel Black, Chair of the Governmental Accounting Standards Board (GASB), about current priorities in governmental accounting and financial reporting. Black discusses how GASB is responding to stakeholder needs while considering resource constraints and shares insights on the Board's ongoing efforts to improve standards, transparency and engagement with governments, auditors and financial statement users.
Key Updates Navigating the 2024 Single Audit Compliance Supplement
Available Until
Online
1.00 Credits
Member Price: $49
Entities participating in federal programs must understand significant changes in the 2024 Single Audit Compliance Supplement to ensure compliance, optimize funding utilization and maintain eligibility for future awards. Phil Marciano, Partner at Citrin Cooperman, explains key strategies for adapting to these updates, focusing on increased thresholds for audits, enhancements to internal controls including cybersecurity measures and adjustments to program income usage. He also addresses the adjusted de minimis indirect cost rate and the importance of timely audit submissions to maintain low-risk auditee status.
