WICPA CPE & Special Event Catalog
Turn Work Into Results
Available Until
Online
2.00 Credits
Member Price: $69
Professional work rarely fails because of effort. It fails because the finish was never defined. In Turn Work Into Results, you will learn how to translate ambiguous requests into outcome-driven deliverables using the Name the Finish framework, a four-element system for clarifying scope, decision criteria and measures of success before a single task begins. Through a realistic professional services case study, you will see how unclear expectations create rework and erode credibility at every level and you will leave with a practical tool you can apply to the next deliverable in front of you.
Understanding ESG for CPAs
Available Until
Online
1.00 Credits
Member Price: $49
This course provides CPAs with a thorough understanding of Environmental, Social and Governance (ESG) standards, regulations and their evolution. It explores the historical context and development of ESG, examines materiality and standardization and covers recent regulatory developments, including the SEC's climate-related disclosure rules and California's Climate Corporate Data Accountability Act. By the end of the course, participants will be equipped to navigate the evolving ESG landscape, enhancing their ability to provide informed accounting services in this dynamic field.
Understanding SOC Reports: Audits, Compliance & Risk Management
Available Until
Online
3.00 Credits
Member Price: $89
Accounting and audit professionals need a clear understanding of SOC reports to manage risk and evaluate third-party providers. Jared James, CPA and IT security specialist, shares his SOC expertise in interpreting auditor opinions, control testing and system descriptions with confidence.
Understanding Team Dynamics
Available Until
Online
2.00 Credits
Member Price: $69
In business, teams can contribute to major success or disintegrate into failure. Be sure that you're building a winning team by understanding the dynamics of teams in the workplace. Understand the relationship between the learned and what is required for successful performance within a team context. We'll focus on key team roles, characteristics of high-performing teams and other key success behaviors that support group morale and productivity. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on June 8, 2015.
Uniform Guidance Updates for Auditors & Grant Recipients
Available Until
Online
2.00 Credits
Member Price: $69
Auditors and award recipients must understand the April 2024 Uniform Guidance revisions and the 2025 Compliance Supplement to stay compliant and avoid auditing under the wrong rules. Phil Marciano, Partner at Citrin Cooperman, highlights higher thresholds (single audit and Type A), expanded fixed amount subawards and a higher de minimis indirect cost rate. He also emphasizes updated equipment rules, cybersecurity requirements and timely FAC submissions to preserve low-risk status.
Unleashing Innovation & Creativity For Greater Results
Available Until
Online
2.00 Credits
Member Price: $69
In today's business environment creative problem-solving and innovation are more important than ever to succeed. In this course, you'll discover how to unleash your own creative potential as well as that of your colleagues and teams. Learn when to take smart, educated risks; how to become a forward-thinking leader capable of generating fresh ideas and how to see the positive aspects of failure. The helpful advice you'll receive in this course will bring both personal success and corporate success. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on August 3, 2015.
Unlock the Power of AI with Copilot in Excel
Available Until
Online
2.00 Credits
Member Price: $69
In this 2-hour interactive course, learn how Microsoft's Copilot brings artificial intelligence into Excel to streamline workflows, automate tasks and uncover insights faster. Through hands-on demos and real-world examples, you'll see how Copilot boosts productivity, improves accuracy and enhances decision-making. Whether you're new to Excel or an experienced user, you'll leave with practical strategies to integrate Copilot into your daily work and elevate your data analysis skills.
Unprecedented: Defending & Supporting Nonprofits in This Moment
Available Until
Online
0.00 Credits
Member Price: $49
The nonprofit sector in California is vast and diverse, embodying the spirit of community engagement. While many recognize nonprofits as vital forces for good, their significant economic and potential political influence often goes unnoticed. The year 2025 has brought unique challenges for the sector, characterized by various developments from the federal administration. This course provides a comprehensive overview of the critical role nonprofits play in shaping public life and the importance of their involvement in public policy discussions. We examine the emerging federal challenges to the sector, California's response and key legislation that will affect nonprofits at both the state and federal levels. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.
Using ChatGPT with Excel
Available Until
Online
2.00 Credits
Member Price: $69
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet.
What's New in Excel
Available Until
Online
2.00 Credits
Member Price: $69
Everyone knows that Excel is the most widely used spreadsheet application in the world today. However, because it is ever-changing, many users are unable to keep up with the latest features and capabilities of this ubiquitous application. In this course, we'll look at some of the most helpful new features and tools that have been added to both the Desktop version of Excel and the Web version. This course is for anyone who regularly works with Excel.
When We Prey Bundle: Red Flag Mania Audits, Ethics & Fraud
Available Until
Online
5.00 Credits
Member Price: $139
Earn CPE credits while mastering fraud detection with Red Flag Mania's When We Prey Bundle! Level up your professional development and anti-fraud expertise with this comprehensive self-study program for busy professionals. This CPE credit-eligible bundle offers an immersive learning experience, allowing you to earn valuable continuing professional education credits while becoming a fraud-fighting champion. The When We Prey Bundle combines the power of Red Flag Mania's top-rated on-demand programs: Culture Dash: Sharpen your ethical compass and confidently navigate real-world ethical dilemmas through a whodunnit mystery. Audit Challenge: Step into the shoes of a real auditor, investigate a fraud case and gain practical experience in control testing. Fraud Scheme Hunt: Develop a keen eye for identifying and understanding how to unravel different fraud schemes. Here's what you'll gain: In-depth knowledge of fraud schemes and detection strategies. Hone your skills in recognizing ethical issues within a scenario. Enhanced audit and investigative skills through gamified learning. CPE credits to fulfill your professional development requirements. The When We Prey Bundle is your one-stop shop for mastering fraud prevention and ethical decision-making. Invest in your professional growth and become a valuable asset to your organization. Enroll today and earn CPE credits while becoming an ethical leader, audit pro and fraud fighter! These courses are produced by Red Flag Mania. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Why is Corporate Virtue in the Eye of The Beholder? The Case of ESG Ratings
Available Until
Online
1.00 Credits
Member Price: $49
Despite the rising use of environmental, social and governance (ESG) ratings, there is substantial disagreement across rating agencies regarding what rating to give to individual firms. As what drives this disagreement is unclear, we examine whether a firm's ESG disclosure helps explain some of this disagreement. We predict and find that greater ESG disclosure actually leads to greater ESG rating disagreement. These findings hold using firm fixed effects and using a difference-in-differences design with mandatory ESG disclosure shocks. We also find that raters disagree more about ESG outcome metrics than input metrics (policies) and that disclosure appears to amplify disagreement more for outcomes. Last, we examine consequences of ESG disagreement and find that greater ESG disagreement is associated with higher return volatility, larger absolute price movements and a lower likelihood of issuing external financing. Overall, our findings highlight that ESG disclosure generally exacerbates ESG rating disagreement rather than resolves it.
Why Sustainability Assurance Demands a New Ethics Mindset
Available Until
Online
2.00 Credits
Member Price: $69
As sustainability reporting moves into the spotlight, ethical expectations are rising fast. In this session, Kam Leung and Szilvia Sramko break down the International Ethics Standards for Sustainability Assurance (IESSA) and what they mean for assurance professionals navigating complex value chains, external experts and advanced technologies. Attendees will learn how to spot ethical risks early, exercise sound judgment and protect independence in a rapidly evolving assurance landscape. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Winning Tax Controversy Strategies: IRS Audits, Collections & Appeal Made Simple
Available Until
Online
1.00 Credits
Member Price: $99
Led by tax controversy expert Melissa Wiley, this course equips tax professionals with key strategies for navigating IRS audits, collections and appeals. Participants will learn to respond effectively to audits, resolve tax debts and leverage appeals options like Fast Track Appeals and Post-Appeals Mediation. The course also covers criminal tax risks, taxpayer rights and litigation strategies, ensuring professionals can advocate for clients and challenge IRS assessments confidently. Please note that this product will expire either on 04/30/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.
World Class Cost Accounting: A Practical Application
Available Until
Online
8.00 Credits
Member Price: $199
Enhance your career with an invaluable skill set in this two-part series, where you'll explore the cost system of a real company from the ground up. Learn how to link variable and base costs, identify fluctuating and semi-fixed direct costs and accurately trace direct materials, labor and labor burden to products. Gain practical tools for budgeting, setting standard costs and seamlessly embedding Activity-Based Costing (ABC) into a comprehensive cost system. This on-demand course includes both parts one and two or the original webinar recording. Note: This is an on-demand webcast self-study course.
Xspouse 2025-26 Tips Tricks & Takeaways for Small Firms
Available Until
Online
1.00 Credits
Member Price: $49
This session provides an overview of Xspouse and how it compares to DissoMaster for support calculations in divorce matters. Attendees will learn practical do's and don'ts, common pitfalls and key takeaways. Topics covered include an overview of Xspouse, the key differences between Xspouse and DissoMaster, important takeaways and the do's and don'ts associated with their use. This session was recorded on February 12, 2026 for CalCPA's Tax Issues in Divorce Mini-Conference.
You Don’t Know What You Don’t Know About Excel
Available Until
Online
8.00 Credits
Member Price: $199
Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This course can help users who wish to improve their Excel skills to increase their productivity. The material starts by covering fundamental topics such as time-saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit significantly by taking this course.
2026 Financial Institutions Conference: Afternoon Sessions
Available Until
Online
4.70 Credits
Member Price: $229
Sessions covered in this On-Demand replay of the Financial Institutions Conference: ALCO Reimagined ALCO meetings have understandably taken a back seat to more pressing items as financial institutions have had to navigate multiple black swan events. Now that the dust has settled and we enter a "new" operating environment, it is time to challenge the sometimes-stale ALCO agendas and reimagine the focus of your quarterly meetings. This session will highlight best practices for evolving your quarterly ALCOs away from a regulatory-driven, check-the-box exercise into a standing-room-only meeting focused on driving strategy. The Return of Bank M&A: Understanding New Market Trends & How They Should Shape Your Strategic Thinking After several years of muted activity, bank M&A came back to life in 2025. This session will walk you through the current state of play in bank M&A. In addition to a review of recent transactions and metrics, this session will cover the tailwinds and headwinds expected to fuel continued M&A activity in 2026. From Generative AI to Agentic Intelligence: What Financial Leaders Need to Know This session will cover how AI is transforming banking operations, and the differences between generative, agent-based and enterprise-grade AI solutions. Learn how organizations can responsibly adopt AI through strong governance, risk management and ethical frameworks. You will leave this session with clarity on real-word AI use cases, future AI trends and actionable steps to assess readiness, mitigate risk and align AI initiatives with regulatory and business expectations. In the Crosshairs: Accountant Liability Issues This session will take a look at various issues and ethical choices CPAs face on a regular basis along with a review of codes of conduct and the legal ramifications for crossing ethical lines. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
2026 Financial Institutions Conference: Morning Sessions
Available Until
Online
4.40 Credits
Member Price: $209
Sessions covered in this On-Demand replay of the Financial Institutions Conference: A Guide to the Markets What does the crystal ball predict about the new administration's government policy, the economy and the U.S. equity and fixed-income markets? This session will provide forecasts for 2026 GDP, Fed policy, interest rates and investment opportunities. Building the Next Generation of Financial Services with Digital Assets This session will explore the next frontier of financial services, break down the shift toward digital assets -- including stablecoins and tokenized payments -- and demonstrate real-world use cases that are changing the way individuals and organizations interact with money. Rethinking Credit Union Profitability: From Branch Performance to Channel Economics Traditional branch level profitability models often rely on assigning members to a single "home" branch -- an increasingly arbitrary and misleading assumption in today's environment where members interact through multiple digital and physical channels. In this session, you will be introduced to a modern profitability framework that evaluates performance through channels, not branches. You will learn how shifting to a channel based model more accurately reflects real member behavior, improves decision making, aligns financial reporting with strategic priorities and provides clearer insight into which delivery channels truly drive value. You will leave with actionable methods to update your internal reporting, enhance transparency and better support strategic planning across your lending, retail and digital teams. Tax & Accounting This timely session will review recent GAAP and federal and state tax law changes and their impact on financial reporting. You'll also get an overview of enacted and proposed changes for 2026 and beyond -- along with guidance on how your accounting teams can start preparing now. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
In the Crosshairs: Accountant Liability Issues (Free to Members)
Available Until
Online
1.50 Credits
This session will take a look at various issues and ethical choices CPAs face on a regular basis along with a review of codes of conduct and the legal ramifications for crossing ethical lines. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
