WICPA CPE & Special Event Catalog
New & Exciting Family Law 2026 Tax Updates
Available Until
Online
1.00 Credits
Member Price: $49
Stay up to date on key federal and California tax changes shaping today's family law landscape. This session highlights recent income and reporting updates, California tax considerations for alimony and a practical refresher on Family Code 4055, with insights into how these developments impact divorce and support matters. The topics covered include the One Big Beautiful Bill income changes, the Secure 2.0 Act, California taxes related to alimony, the 1099 threshold changes and a refresher on Family Code 4055. This session was recorded on February 12, 2026 for CalCPA's Tax Issues in Divorce Mini-Conference.
New Manager Series: Are You Managing or Leading
Available Until
Online
2.00 Credits
Member Price: $69
The third in a four-part series takes a deeper dive into the keys to becoming an effective leader. You'll understand the components of self-awareness, understanding who you are, how others perceive you and how to course-correct when necessary. We'll also cover the ability to effectively communicate and influence others, how to drive achievement and results and learn about the willingness and the ability to develop others.
New Manager Series: Balancing Leadership & Likeability
Available Until
Online
2.00 Credits
Member Price: $69
Second in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness, understanding who you are, how others perceive you and how to course-correct when necessary. Cover the ability to effectively communicate and influence others. To drive achievement and results. Learn about the willingness and the ability to develop others. Identify your reactive leadership tendencies and how they show up, especially under pressure. Recognize what is driving your desire to be liked and where you're giving away your power. Learn the importance of building trust and relationships with team members and develop tools to get started. Learn steps to gain influence with your team to generate results.
New Manager Series: The How To's of Leading
Available Until
Online
2.00 Credits
Member Price: $69
Fourth in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness, knowing who you are, how others perceive you and course-correct when necessary. Cover the ability to effectively communicate and influence others, to drive achievement and results. Learn about the willingness and the ability to develop others. Understand the basics of employee engagement. Identify what gets in your way when it comes to Delegation. Learn the four steps to using delegation as a development and engagement tool. Learn how to effectively provide feedback, both formally and informally.
New Market Growth Strategies
Available Until
Online
1.50 Credits
Member Price: $59
Organizations try to stay successful in the expansion of operations. To do this, business models must adapt as part of the business growth strategy. In this course, you will learn how to use Porter's diamond models to analyze global growth strategies and select the best action plan to implement them.
Nonprofit Revenue Recognition: Back to the Basics
Available Until
Online
0.00 Credits
Member Price: $49
This practical course demystifies revenue recognition for nonprofits. You'll learn how to confidently distinguish between exchange transactions and contributions, master the five-step process for recognizing exchange transactions and get clear guidance on accounting for contributions. Real-world examples will help you apply these principles with ease and accuracy. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.
Nonprofit Risk Mitigation from an Operational Point of View
Available Until
Online
0.00 Credits
Member Price: $49
This course equips you with practical strategies to boost your organization's resilience by pinpointing, assessing and minimizing operational risks. You'll dive into six critical risk areas from processes and people to technology and compliance and explore real-world case studies, proven internal controls and tools to build a strong risk-aware culture. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.
Not-for-Profit: Common Errors in NP Financial Statements
Available Until
Online
0.00 Credits
Member Price: $49
This bonus conference session enhances a CPA's understanding of financial reporting within not-for-profit organizations. Gain actionable insights to navigate disclosure requirements, revenue recognition challenges and compliance hurdles, ensuring your organization maintains transparency and fiscal integrity. This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.
Not-for-Profit: FASB Update
Available Until
Online
0.00 Credits
Member Price: $49
This course provides CPAs with a comprehensive overview of the latest updates from the Financial Accounting Standards Board (FASB) relevant to not-for-profit organizations. In this session, the FASB's lead staff person for not-for-profits will guide you through recent and potential upcoming changes to GAAP affecting not-for-profits. We'll focus on some recent ASUs (including ones on common control leases and on crypto assets), implementation matters on the new credit losses (CECL) standard and some noteworthy current FASB projects (including ones on software costs and on environmental credit programs). This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.
Not-for-Profit: Policy, Nonprofits & Why Elections Matter
Available Until
Online
0.00 Credits
Member Price: $49
Explore the critical role of the nonprofit sector in shaping public policy (and why elections matter!). This session will cover the power and purpose of nonprofits. Current federal issues such as donor disclosure rules, the Johnson Amendment and Donor Advised Funds (DAFs) will be addressed. Learn about key developments in Sacramento and legislation that affects nonprofits in the current 2023-2024 session. We'll also discuss how nonprofits can engage in policy-making to drive positive change and address pressing issues. This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.
Not-for-Profit: Single Audit Update
Available Until
Online
0.00 Credits
Member Price: $49
The 2024 Not-for-Profit Conference: Single Audit Update aims to deepen CPAs' understanding of the changing landscape of single audits in the nonprofit sector by providing the most current information on compliance requirements. This session will provide a comprehensive update on the Single Audit, focusing on the 2024 compliance supplements, the current status of uniform guidance updates and the latest developments with the federal audit clearing house. Gain crucial insights to ensure compliance and streamline audit processes, empowering your organization to navigate regulatory changes effectively in the ever-evolving landscape. This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.
Ongoing Family Law Tax Issues 2026
Available Until
Online
1.00 Credits
Member Price: $49
Explore ongoing tax issues that frequently arise during divorce, including uncooperative spouses, inconsistent income reporting and allocation of RSUs and other compensation. This session also covers innocent spouse relief and key considerations when amending previously filed joint tax returns. Topics covered include dealing with a non-cooperative spouse during separation, inconsistent positions on income, allocating RSUs and other income during and after divorce, the concept of innocent spouse and the process of amending previously filed joint returns — with or without a former spouse. This session was recorded on February 12, 2026 for CalCPA's Tax Issues in Divorce Mini-Conference.
Operational Modeling
Available Until
Online
6.00 Credits
Member Price: $139
Financial models play a critical role in supporting business decisions. Learning to model the right way using a proven framework will help you become a more effective financial analyst. Join us as we build out several fundamental schedules, which will serve as a solid foundation for more complex analysis throughout the FMVA and your career.
Optimize Enterprise Value Using Wall Street Analyst Strategies
Available Until
Online
2.00 Credits
Member Price: $69
Examine valuation techniques for private and public entities of all sizes and types of industries from the perspective of a Wall Street analyst. Gain valuation skills to assist your clients. There is a case study associated with the course exam.
Outsmarting the One Big Beautiful Bill
Available Until
Online
2.00 Credits
Member Price: $69
Paul Mladjenovic breaks down the key provisions of the One Big Beautiful Bill, spotlighting permanent tax changes, new deductions and expanded credits. This session equips professionals to quickly recognize planning opportunities and navigate OB3's implications for individuals and small businesses with greater confidence.
Perfecting Procedural Writing
Available Until
Online
2.00 Credits
Member Price: $69
This course provides an overview of procedural writing. This includes a discussion of the scope and list of elements to include in a procedure and how to create a sequence that readers can immediately understand. This course also addresses how to use visual aids that highlight the key points and how to edit instructions precisely to ensure proper task completion. IMPORTANT: This course, previously titled "Perfecting Procedural Writing" has been republished in our current course platform. Please be aware that the content is the same, with only minor updates. If you have already received credit for this course, you cannot receive credit again. Speaker/Author: Philip Vassallo, Ed.D
Personal Financial Planning Strategies Insurance Issues
Available Until
Online
2.00 Credits
Member Price: $69
Not a big fan of insurance? Many CPAs are not comfortable providing insurance evaluations and recommendations. And what clients realize is it's too late to plan after the fact! Attend this workshop and learn everything you need about insurance to advise your clients wisely and help them prepare for the unexpected. Insurance can be a powerful tool to mitigate potentially financially devastating perils, but only if you understand the inherent risks and how to sort the wheat from the chaff. In this course, you'll cover contractual red flags, product types, taxation issues and all the essentials on a full spectrum of insurance, including life, disability, health, homeowners, automobile and liability insurance.
Planning for Long Term Care
Available Until
Online
1.00 Credits
Member Price: $49
Your clients rely on your expertise to mitigate risks and secure their financial futures. This course will keep you updated on recent developments, including the impact of new tax laws on financial planning, tax management and strategies for long-term care. You will gain insights from esteemed specialists in long-term care insurance, Natalie Karp and Rona Loshak, who will navigate you through the intricacies of the long-term care marketplace. They will emphasize the significance of long-term care planning, outline the financial and non-financial repercussions of inadequate planning and explore various solutions to uphold your clients' independence and dignity as they age.
Poised for Exit: An Adviser's Guide to Exit Planning
Available Until
Online
1.00 Credits
Member Price: $49
Exit planning isn't just a service, it's a strategy. This session gives financial advisers a clear framework for helping business owners prepare for what's next, from assessing readiness to building the right advisory team. You'll learn how to start meaningful conversations with clients, identify risks that can derail a deal and collaborate effectively with other professionals for a smooth exit. Whether you're adding exit planning to your practice or refining your approach, this course will help you deliver real value during one of the most critical phases of a client's business journey. You'll learn how to: Spot the signs of owner and business readiness Address key risks like the 5 D's (death, disability, divorce, disagreement, distress) Build and lead a trusted team of exit planning advisors Follow a structured process that supports both the client and your practice For advisers ready to lead clients confidently through the exit planning process and stand out doing it. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.
Power BI: Bringing It All Together for Data Analysis
Available Until
Online
2.00 Credits
Member Price: $69
Power BI Bringing It All Together for Data Analysis is an advanced course for professionals ready to integrate and optimize their use of Power Pivot and Power BI. Building on foundational skills, this session guides you beyond creating models and measures to fully harness these tools for uncovering insights and building impactful visualizations. You'll learn to streamline workflows, optimize model performance and leverage advanced Power BI Service features to create solutions that go beyond basic reporting. By the end, you'll be equipped to synthesize your Power BI skills into powerful, audience-ready analytics. From presenting to stakeholders and sharing insights across teams to managing enterprise-level reporting, this course helps you bring every piece together into a comprehensive, efficient workflow tailored to real-world business needs.
