WICPA CPE & Special Event Catalog
Introduction to Governmental Accounting 102
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Online
2.00 Credits
Member Price: $89
Intro to Governmental Accounting 102 is the natural follow up course to the original Intro to Governmental Accounting 101. In this session, we will tackle unique things like what makes a fund a major fund, what are the differing basis of accountings used, why geography matters in the world of state & local governmental reporting & many other intermediate type topics. A great course to take after you have taken Intro to Governmental Accounting 101.
Audit Skills for Beginners
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Online
4.00 Credits
Member Price: $149
Learn the basic skills new staff need to hit the ground running & efficiently complete assigned tasks, including what new auditors are expected to know & do, including the nature, timing & extent of common audit procedures. Focus on why certain procedures are performed & perform typical procedures.
Let's End Business Ethics
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Online
2.00 Credits
Member Price: $89
Most ethics courses focus on unethical individuals & their terrible misdeeds. We don't need another course on lessons From Enron or individuals committing fraud. Most unethical failures result From unethical individuals. Instead, this session will focus on how good people can do better, why there is no such thing as business ethics & why we only need one rule to lead ethical lives.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Inventory Accounting GAAP, Software & Recognizing Variances
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Online
2.00 Credits
Member Price: $89
Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past. Using performance metrics effectively reduces work, reduces politics, provides flexibility & substantially improves the performance management process. This session will show you powerful techniques to drive your organization's performance.
Resolve Ethical Conflicts: Do the Right Thing & Keep Your Job
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Online
2.00 Credits
Member Price: $89
At some point in their career, every financial manager will face the choice of doing the right thing or taking the easy way out. Skillful handling of an ethical conflict can make a big difference in your career's trajectory. Learn how to correct your boss's bad behavior & actually strengthen the relationship.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
State of AI
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Online
1.00 Credits
Member Price: $39
Artificial Intelligence is moving fast & increasingly adopted in businesses, significantly improving efficiency in many industries, including finance, retail, healthcare & manufacturing. What is real & what is just hype? What should business leaders consider as they lead their organizations in the adoption of this technology? Why is AI governance the key to success? This webinar will cover some of the major advancements in artificial intelligence in 2025 & key insights on where AI is headed & recommend both strategic & tactical steps to take as we move into 2026.
Surgent's Engagement & Client Retention Best Practices
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Online
2.00 Credits
Member Price: $124
Positive client relationships require work. Miscommunication, unrealistic expectations and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help. This course explores actions accounting and finance professionals can take to create and grow their client relationships. This course provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm's profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business.
Accounting for Leases
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Online
2.60 Credits
Member Price: $99
In February 2016, FASB issued ASU 2016-02, Leases, which provides new guidelines that change the accounting for leasing arrangements. To be able to properly account for leases, financial professionals must understand ASU 2016-02 (also referred to as Topic 842). This guidance covers information on how leases should be accounted for. The previous leasing standard (ASC 840) had been in existence for almost 40 years. Under ASC Topic 842, lessors continue to classify leases as operating, direct financing, or sales-type. While lessees now classify leases as operating or financing leases. Previous guidance only required capital leases to be reflected on the BS. The new guidance requires all leases to be reflected on the BS. This is a major change for organizations & will cause their balance sheets to swell as leases must now be disclosed on the balance sheet. The standards original effective dates were prior to 2019. In April 2020, due to COVID-19, FASB voted to defer the effective date for ASC 842 for private companies & certain not-for-profit's for one year. For private companies & private not-for-profits, the leasing standard will be effective for fiscal years beginning after December 15, 2021 & interim periods within fiscal years beginning after December 15, 2022. For public companies the leasing standard is effective for fiscal years beginning after December 15, 2019, including interim periods within those fiscal years. The course covers elements of lease classification for both lessees & lessors. Also, numerous examples are incorporated as reference.
The Essential Auditing Update With Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This course is essential & designed to keep you informed of proposed & current authoritative guidance issued by the American Institute of Certified Public Accountants (AICPA). Learn about proposed & final auditing & attestation standards addressing group audits, fraud & sustainability. Understand the eight quality management components, hear about frequent peer review matters & so much more.
Grow Your Business From Within: Striking the Right Balance Between a CPA Firm's Financial, People & Client Success
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Online
8.00 Credits
Member Price: $250
There are multiple tangible & intangible factors that can drive a CPA Firm's long-term success. Specifically, public accountants must place a priority on being both efficient & value-added business advisors when performing audit & other services. This course provides proven tips & techniques for ensuring your firm has the capacity to grow & expand your "business" From within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people & outstanding client service.
The Controllership Series: The Future Role of the Controller Part I
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Online
1.50 Credits
Member Price: $79
This is a two-part series that discuss new trends & concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership team. The rapid pace of the evolving technological landscape has promoted changes in how accountants & financial professionals focus attention on strategy & modernize their roles to leverage digital technology. There is increased demand for enhancing flexibility into finance cycles & initiating real-time reporting & insights. These are the core attributes that will assist in transforming the work that controllership function performs. Is the financial controllership prepared to meet future business demands? The IMA® (Institute of Management Accountants) & Deloitte's Center for Controllership aimed to better understand the current state of controllership & expectations of future demands for controllers & accounting professionals. They conducted a survey in late 2022 & identified several trends. The survey takes a look at how prepared controllership is to meet future business demands. It also highlights some insights for leaders to consider that may increase their preparedness. It also identified areas of additional insight & questions to answer on the controllership transformation journey. In this segment one, we go through numerous concepts in detail & the remaining concepts will be covered in segment two.
Leases Accounting under Topic 842: Answers to FAQ After Implementation
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Online
2.00 Credits
Member Price: $89
Lease accounting under FASB ASC 842 is now fully effective for all entities. Transitioning to new GAAP always leads to implementation issues & concerns. This course will answer the most common questions asked related to the latest lease accounting & financial reporting requirements after adoption & transition.
Beyond the Basics of SSARS & Nonattest Services: Are You Certain You Are in Compliance?
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Online
8.00 Credits
Member Price: $250
Practitioners that provide non-audit services must strike the right balance between complying with relevant professional & regulatory standards, providing value-added client service & mitigating litigation & other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting & performance issues associated with the attest services of compilations & reviews where reports are issued, as well as the SSARS preparation of financial statements service & other nonattest engagements.
Private Company Simplified GAAP Alternatives
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Online
2.00 Credits
Member Price: $89
The FASB formed the Private Company Council to provide certain alternatives in U.S. GAAP that are only available to nonpublic business entities, with limited exceptions for certain nonprofits. This course will provide insight into when adopting the accounting & financial reporting alternatives would be to the advantage of private companies.
Triple Your Memory, Prevent Dementia & Halve Your Stress Part II
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Online
4.00 Credits
Member Price: $149
This is not your average CPE course--Part 2! In this second part course (which is equally fun & engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week & you will learn how to know what is most important to you--so you can be happier & healthier in the long run. Tune in for techniques to relieve stress & tips on incorpating meditation into your daily routine. All of which will help improve your memory & overall mental health & wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.
The Essential SSARS Update With Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This update is essential & designed to assist you in the application of Statements on Standards for Accounting & Review Services (SSARSs) issued by the American Institute of Certified Public Accountants (AICPA). Learn about recently issued SSARS Nos. 26 & 27, identify common accounting & reporting issues & hear about other recent developments.
The Controller Function: Inventory Part I
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Online
1.80 Credits
Member Price: $79
This course is one of the courses dedicated to our Controllership series. This series of courses is dedicated to exploring the traditional controller role & stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we will discuss the area of inventory. This specific segment in the first part of a two-part series on inventory. We explore how the controller can move these responsibilities into more of a strategic role. This course takes a look at some of the typical concepts & duties involved in the inventory function that is sometimes viewed as operational roles. We explore how these areas are strongly tied to the importance of the controllership role & how the controller can add value in each area.
Liquidity & Uncertainty Disclosures for Nonprofits
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Online
2.00 Credits
Member Price: $89
The current environment could be having an enormous impact on accounting & financial reporting for all entities, including nonprofits. This course will provide insights into the most critical disclosures related to liquidity, accounting uncertainty & going concern for nonprofits.
The Controller Function: Inventory Part II: Valuation, Inventory Methods & Inventory Fraud
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Online
1.50 Credits
Member Price: $79
This course is one of the courses dedicated to our Controllership Series. This series of courses is dedicated to exploring the traditional controller role & stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we continue our discussion on inventory From segment one. This specific segment focuses on areas of inventory valuation, the types of physical inventory methods & inventory fraud. These areas are critical for the controller to have a strong comprehension of & also participate in the development of policies & procedures.
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Member Price: $89
Good people believe everyone else is just like them. They cannot imagine someone could con them or their company & have no guilt or remorse about what they have done. Lack of guilt & empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status & sex while leaving a path of shattered expectations, empty wallets & broken hearts in their wake. Learn how to recognize & deal with others who have no conscience.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
