WICPA CPE & Special Event Catalog
Leadership Skills Training
Available Until
Online
0.00 Credits
Member Price: $199
Today's competitive environment requires you to lead your company or team through diverse and often complex scenarios. This course will help attendees determine importance of sound leadership skills, differentiating between a leader and a manager and learn how to identify and eliminate roadblocks to successful leadership. Also, using leadership scenarios, address common workforce issues and learn techniques to best handle workforce diversity.
Let’s Have a Chat! Applying ChatGPT & Other LLMs to Forensic Accounting
Available Until
Online
1.00 Credits
Member Price: $49
Discover the transformative potential of ChatGPT and other large language models within forensic accounting during our upcoming session. This comprehensive introduction to ChatGPT and similar models is meticulously designed to enhance your understanding and application of these cutting-edge technologies in forensic accounting practices, litigation services and financial analysis. By delving into real-world applications and case studies, you will gain valuable insights into how these tools can streamline processes, improve accuracy and provide innovative solutions to complex financial challenges. Join us to explore the future of forensic accounting and unlock new opportunities for professional growth and efficiency. This session was recorded on March 19, 2024 at the 2024 Fraud & Forensic Accounting Virtual Conference.
Linking Cybersecurity & Accounting: An Event, Impact, Response Framework
Available Until
Online
1.00 Credits
Member Price: $49
With recent high-profile cybersecurity breaches and increased practitioner and regulatory attention, organizations are under pressure to consider the accounting implications of these attacks and develop appropriate responses. Specifically, cybersecurity events may affect organizations, operations, financial and non-financial performance and ultimately its stakeholders. To address how cybersecurity issues may affect accounting, this paper presents an Event, Impact, Response Framework to discuss current research and consider implications for both practitioners and researchers. The Framework highlights how practitioners may rely on research findings to better assess cybersecurity threats, understand their impact and develop response strategies. Results encourage additional research examining how (1) organizations identify cybersecurity threats, incidents and breaches, (2) cybersecurity affects different risks and (3) management responses to cybersecurity risks and events. The Framework also suggests the need for cybersecurity research to extend beyond the Accounting Information Systems (AIS) community to areas such as financial accounting, managerial accounting and auditing.
M&A Accounting & Purchase Price Allocation
Available Until
Online
2.50 Credits
Member Price: $69
An analyst must understand mergers and acquisition accounting, as it's crucial when properly building an M&A model and evaluating whether the deal makes financial sense. In this course, we cover the M&A accounting process, including fair value adjustments, calculating goodwill, deferred taxes and various related fees and expenses. We also cover how a deal can be structured as either a stock purchase or an asset purchase and the resulting accounting implications. We will practice adding transaction adjustments to calculate a pro forma balance sheet, but we will also look at the impact of a transaction on the income statement and cash flow statement.
Managing the Offshoring of Audit Work
Available Until
Online
2.00 Credits
Member Price: $69
The offshoring of external audit work to so-called low-cost countries is prevalent among the Big 4 professional services firms. Despite this, our understanding of how this form of offshoring influences audit practitioners and the audit process is limited. This course examines how and why offshoring emerged as an organizational matter that changed the way audit work is organized in a Big 4 firm context. Study findings demonstrate how changes in the design of offshoring processes influence interactions between onshore and offshore auditors. We'll: Uncover how individual "boundary spanners" struggle to coordinate audit work across the multiple boundaries that separate onshore and offshore auditors. Show how the institutionalization of "boundary spanning" functions in organizational structures and processes can have the unintended consequence of widening the boundaries between onshore and offshore auditors. Offer evidence of the effect of offshoring on the learning process of onshore and offshore auditors.
Managing Up
Available Until
Online
2.00 Credits
Member Price: $69
Many people wait until they receive a promotion before starting to manage others. However, you can get ahead faster by understanding the importance of creating an upward influence instead of solely focusing on colleagues and subordinates. Learn the definition of managing up, specific methods you can use in your workplace and reap the benefits of shifting your focus upward. If you are looking to be promoted or want to maximize your positive impact in a new role, this course will help you build a presence above you in your organization's hierarchy that can set you apart. Note: The minimum passing rate for this course is 70%. The webinar was originally broadcast on June 8, 2015.
Mastering Cash Flow Statements: From Basics to Best Practices
Available Until
Online
2.00 Credits
Member Price: $69
The statement of cash flows is an important financial statement as it offers a detailed account of a company's cash inflows and outflows from operating, investing and financing activities, helping stakeholders assess the firm's liquidity, operational efficiency and overall financial health. Megan Schoeps, Director in CFO Advisory with Wiss & Company, joins this segment to discuss the importance of the statement of cash flows. This includes discussion of the key sections of the statement of cash flows, working capital and non-cash considerations, cash flow ratios and metrics, as well as forecasting techniques.
Mastering Crypto Accounting: Navigating the Digital Asset Revolution
Available Until
Online
4.00 Credits
Member Price: $99
Mastering Crypto Accounting: Navigating the Digital Asset Revolution is your essential guide to understanding the intersection of accounting, digital assets and blockchain technology. Led by industry expert Aaron Jacob of Taxbit, this course explores the rapid adoption of cryptocurrencies, regulatory developments and real-world use cases that are transforming finance. You'll gain practical insights into the latest FASB fair value standards, strategies for overcoming operational challenges and how to implement a digital asset strategy that drives business efficiency.
Mastering M&A: How Entity Structure & Tax Strategies Shape Success
Available Until
Online
2.00 Credits
Member Price: $69
In a merger or acquisition, both the buyer and seller must consider numerous factors beyond just the purchase structure. These include tax implications, legal considerations and regulatory approvals. Mark Gallegos, Tax Partner at PorteBrown, has over 20 years of experience in international tax and mergers & acquisitions. He shares his M&A and tax expertise, discussing strategies to help companies make crucial decisions about deal structure as well as both tax and non-tax issues to consider to maximize business combinations.
Mastering Multistate Taxation Nexus, Withholding & the Convenience Rule
Available Until
Online
2.00 Credits
Member Price: $69
Mastering multistate taxation is more critical than ever for accounting and tax professionals navigating the evolving landscape of nexus, withholding and the convenience rule. Our expert-led course, featuring Mark Klein, Partner at Hodgson Russ, unpacks the latest developments in economic nexus standards, the impact of remote employees on tax obligations and the complexities of state tax compliance. Equip yourself with the knowledge to help businesses and clients navigate the intricate world of multistate taxation confidently. Don't miss this opportunity to elevate your expertise and safeguard your organization from costly tax liabilities!
Mastering Retirement Plan Audits: Compliance
Available Until
Online
2.00 Credits
Member Price: $69
Mastering retirement plan audits is essential for plan sponsors to ensure compliance with Department of Labor (DOL) regulations, protect participant assets and uphold fiduciary responsibilities. Amanda Goar, CPA, Principal at Baker Tilly, highlights key changes to audit triggers, such as focusing on participants with account balances and applying the 80-120 rule, while emphasizing the importance of proactive preparation. She stresses maintaining accurate plan documentation, reconciling census data, ensuring timely contributions and addressing common challenges like vesting provisions, participant elections, rollovers, loans and forfeitures.
Measuring Accounting Fraud & Irregularities Using Public & Private Enforcement
Available Until
Online
1.00 Credits
Member Price: $49
Most accounting studies use only public enforcement actions (SEC cases) to measure accounting fraud. However, private cases (securities class actions) also play an important enforcement role. We discuss the legal standards and processes for both public and private enforcement regimes, emphasize the importance of screening cases for credible fraud allegations and show both yield credible fraud measures. We'll also demonstrate these research design choices affect inferences from prior research and a hypothetical research setting. Finally, we show common measures of accounting irregularities using Audit Analytics to proxy for fraud result in significant false positives and negatives and develop a fraud prediction model for use in future research. We recommend using both public and private enforcement with appropriate screening when examining accounting fraud to reduce Type I and II errors, or reporting the sensitivity of findings across regimes. This is particularly important given the reduction in accounting-related enforcement after 2005.
Mental Health Impacts at Work
Available Until
Online
0.00 Credits
Member Price: $49
Mental Health Impacts at Work addresses the growing need for workplace mental health support. Discover strategies to overcome stigma, improve communication and create a culture that prioritizes employee well-being. Learn actionable steps to implement effective mental health initiatives, identify available resources and empower your team to thrive.
Mind the GAAP: NFP Edition
Available Until
Online
2.00 Credits
Member Price: $69
Phil Marciano, partner at Citrin Cooperman, outlines the most frequent financial statement pitfalls he encounters while reviewing not-for-profit organizations. He highlights improper classification of assets and lease items, mishandling of conditional versus unconditional contributions, board-designated versus donor-restricted net assets, errors in functional expense and cash-flow presentations and overlooked non-cash gifts. Marciano stresses robust internal controls, staff training and vigilant board oversight to avoid these GAAP violations.
Minimizing Estate & Gift Tax Penalties: Key Compliance Strategies
Available Until
Online
2.00 Credits
Member Price: $69
Minimizing estate and gift tax penalties is important for preserving wealth and ensuring compliance with tax regulations. Beth Kaufman and Melissa Wiley, Partners with Lowenstein Sandler in Washington DC, join this segment to discuss best practices and compliance strategies with respect to estate and gift taxes. This includes discussion of reasonable cause and willful neglect, building a persuasive case for reliance on tax professionals and understanding penalties for appraisers under IRC Section 6695A. They also discuss strategies to manage late filing and payment penalties, how to leverage the Internal Revenue Manual for penalty abatement/reasonable cause statements and considerations when applying first-time abatement (FTA).
Motivating Yourself & Others
Available Until
Online
2.00 Credits
Member Price: $69
Self-improvement and the ability to motivate others is a cornerstone of great leadership. Learn about the importance of good feedback, recognition and rewards; explore the need to lead authentically by getting past simple labels to understand people as unique individuals; and understand the role of status differentials and how leaders must break down perceived communication barriers. The webcast was originally broadcast on May 30, 2013. Note: There is a minimum passing rate of 70% for this course.
Navigating Art Assets: Investment, Valuation & Estate Planning
Available Until
Online
2.00 Credits
Member Price: $69
Accountants advising clients with valuable art collections must navigate the complexities of the evolving art market to optimize financial outcomes, ensure proper estate planning and mitigate risks. Wendy Battleson, Private Banker at Bank of America, explains key strategies for managing art assets, focusing on the importance of provenance and clear title, effective use of auction guarantees and leveraging art collections to minimize capital gains taxes through mechanisms like step-up in basis. She also emphasizes the critical role of open communication between accountants and clients about art assets, addressing the unregulated nature of the art market and the necessity of proper documentation and appraisal to safeguard investments.
Navigating PTET, NIIT & SECA for Pass-Through Entities
Available Until
Online
2.00 Credits
Member Price: $69
Understanding Pass-Through Entity Tax (PTET), Net Investment Income Tax (NIIT) and Self-Employment Contributions Act (SECA) tax is important for identifying strategies to minimize tax liabilities for owners and partners of pass-through entities. David Kirk, Tax Partner and leader of the Private Tax Group of Ernst & Young LLP's National Tax Department, joins this segment to discuss key tax issues for PTEs and explains the differences between credit and corporate taxation models for PTET, state-specific rules and the impact of default elections. This includes discussion of how pro rata allocation affects deductions and credits, potential S Corporation status issues and the role of grantor trusts.
Navigating Tax Changes in Construction: New Rules, Credits & Strategies
Available Until
Online
1.00 Credits
Member Price: $49
The construction industry faces unique challenges when adapting to changes in tax laws. This session will explore recent federal and California tax developments, including the Inflation Reduction Act's green construction incentives, bonus depreciation updates and key changes affecting the Qualified Business Income Deduction (Section 199A). We'll also examine strategies for tax credit maximization and proactive tax planning tailored to the commercial construction sector. This session was recorded on March 25, 2025 for CalCPA's Construction Management Conference.
Negotiation Skill Building
Available Until
Online
0.00 Credits
Member Price: $69
Today's competitive environment requires CPAs to be strong negotiators. This course will teach you to ask for the business and close the deal. Topics emphasize negotiation skill-building, effective communication, telephone techniques and the negotiation process. It also covers the importance of the "human" side of negotiations, including empathy, ego, and needs. The webinar was originally broadcast on April 21, 2017. Resource update: March, 2026.
