WICPA CPE & Special Event Catalog
The Controllership Series: Financial Statement Preparation
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Online
2.60 Credits
Member Price: $99
One of the important roles of any member of the financial team. Including the controller, may be involvement in the preparation of the company's financial statements. Even if that responsibility falls within the office of the CFO, the controller & other finance personnel must understand how their transitions recorded impact the financial statements. Financial statements (or financial reports) are formal records of the financial activities & position of a business, person, or other entity. Relevant financial information is presented in a structured manner & in a form which is easy to understand. They typically include four basic financial statements accompanied by a management discussion & analysis: A balance sheet or statement of financial position reports on a company's assets, liabilities & owners' equity at a given point in time. An income statement may have varying names including profit & loss report (P&L report), statement of comprehensive income, or statement of revenue & expenses. These report on a company's income, expenses & profits over a stated period. A profit & loss statement provides information on the operation of the enterprise. These include sales & the various expenses incurred during the stated period. A statement of changes in equity or "statement of equity" also called "statement of retained earnings" reports on the changes in equity of the company over a stated period. A cash flow statement reports on a company's cash flow, particularly its operating, investing & financing activities over a stated period. A balance sheet represents a single point in time, where the income statement, the statement of changes in equity & the cash flow statement each represent activities over a stated period. For large corporations, these statements may be complex & may include an extensive set of footnotes to the financial statements, management discussion & analysis & supplementary information. The notes typically describe each item on the balance sheet, income statement & cash flow statement in further detail. Notes to financial statements are considered an integral part of the financial statements.
The Risks of Artificial Intelligence: Part II
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Online
1.80 Credits
Member Price: $79
As artificial intelligence (AI) becomes deeply integrated into business operations & decision-making, organizations must recognize that effective oversight extends beyond technical safeguards.The governance, risk & control (GRC) responsibilities of AI also carry a cultural dimension requiring alignment with corporate ethical values ethical principles & accountability structures.Cultural governance emphasizes leadership commitment, employee engagement & cross-function ownership of AI practices to ensure trust & transparency. AI-related risks: ranging From bias & ethical concerns to regulatory compliance, reputational exposure & operational vulnerabilities necessitate robust control frameworks & proactive mitigation strategies. These include governance structures, policies, risk assessments, transparency measures & continuous monitoring. By embedding cultural governance & mitigation responsibilities into enterprise AI initiatives, organizations can responsibly harness innovation while safeguarding stakeholders, protecting reputation & ensuring sustainable long-term value. Note: This is Part 2 in a two-part series on the risks of AI
K2’s Taking Another Look At PDFs
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Online
2.00 Credits
Member Price: $89
We're all familiar with PDF documents. However, it's safe to say that most professionals use only a tiny fraction of their features. This circumstance is unfortunate, considering all you can do with PDF documents. Therefore, isn't it time to take another look at PDF K2's Taking Another Look At PDFs documents & all you can do with them? Participate in this session to learn more about PDFs & how & why they should be a cornerstone technology in most organizations. Collaboration options, long-term storage & archival & fillable forms are just a few features you will learn about in this session. If you're ready to elevate your PDF productivity, this session is for you!
Common Sense CFO: Balance Sheet Issues Walk through to Understand & Build Value
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Online
2.00 Credits
Member Price: $89
We mostly focus on the income statement, but what about other financial statements & countless other accounting concerns? This seminar is dedicated to breaking down common balance sheet issues, both on-the-books & off, that have an impact on our stakeholders & the value of the organization. Using practical analysis, we highlight several key tools in understanding & communicating the importance of the forgotten cornerstone of accounting: the balance sheet. Most notably, we dedicate time to the pressing issue of "unrecorded assets". This session is designed to also be fun & entertaining. This seminar stands on its own but is also part of the Common Sense CFO series.
K2’s CRM: The Ultimate Business Automation Tool
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Online
2.00 Credits
Member Price: $89
This course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM's role in streamlining workflows, organizing communications, enhancing client relationships & improving efficiency. Participants will learn about key CRM features, integration with accounting software & best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM's transformative potential for business & financial management.
Global Internal Audit Standards (GIAS) Domain III: Part II
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Online
2.00 Credits
Member Price: $89
The new Standards emphasize that quality performance requires conformance to the Standards. Each standard within Domain III specifically identifies the responsibilities of the CAE & the board, as well as joint responsibilities. The new Global Internal Audit Standards were released on January 9, 2024 & will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating & elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation & examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics & Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
Execute Your Strategy: Turn Planning into Results or Destroy it & Start Over…Again
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Online
2.00 Credits
Member Price: $89
Organizations that execute a wise strategy succeed; others are executed in the market. Many organizations invest significant time in strategic planning but fall short when it comes to execution. According to McKinsey, most fail to properly execute their strategy. This session explores the critical transition From strategy to performance while challenging outdated planning models & myths. We often do not think of strategy in the same context of longer-term organizational projects like ERP transitions or risk management. Why should you consider "killing" your current plan & building a new plan centered around financial performance? We will dive into the reasons strategy fails, uncover the practical tools for bridging the planning-performance gap & explore how strong financial integration enables strategy to succeed. We review insight into what works-- and what must be stopped immediately. The author uses CocaCola as a baseline to communicate elements of strategy & incorporates funny videos to highlight key points.
Independence Requirements for Auditors
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Online
2.00 Credits
Member Price: $89
Independence is a foundational requirement for CPAs in public practice & is critical to maintaining public trust in the profession. This course provides a practical overview of independence concepts & requirements as outlined in the AICPA Code of Professional Conduct, with an emphasis on real-world application. Participants will review key independence principles & common areas of risk, along with recently issued ethics interpretations From the Professional Ethics Executive Committee (PEEC) that impact independence requirements. The course focuses on how these interpretations apply in practice & discusses practical approaches firms & practitioners can use to implement & maintain compliance. Designed for auditors performing attest engagements, this course helps participants better understand independence requirements & navigate evolving guidance with confidence.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
K2’s Excel Charting And Visualizations
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Online
4.00 Credits
Member Price: $149
Are you tired of struggling to create compelling charts & graphs? Join our session & transform your data into stunning visualizations that captivate & inform your audience. This isn't just another seminar on basic charts; it's a comprehensive guide to mastering advanced, interactive & dynamic visualizations in Excel. In this session, you'll learn how to create visually appealing charts that are not only informative but also engaging. Discover the secrets to making your data come alive with interactive elements that ensure your audience understands & retains the information you present. Whether you're looking to enhance your communication skills or impress your stakeholders, this seminar is a must-attend. Don't miss out on the opportunity to take your Excel skills to the next level. Sign up now & start creating visualizations that make a lasting impact!
360 Budgeting: A Holistic Approach to Process & Solutions
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Online
8.00 Credits
Member Price: $250
The budgeting process can be a time consuming & frustrating process for accountants. The constraints & pressures can lead to poor decisions in both the technical & human components. This series will offer solutions to the budgeting woes From both the big picture & in the details. Budget Mastery: Process, Problems & Solutions The budgeting process can be a mundane one for accountants. Let's be realistic & agree that even the word "budget" does not bring excitement to you & your departmental colleagues. The constraints & pressures can lead to poor decisions in both the technical & human components. This session is the first part of a four part series & will cover the big picture of keeping the process fresh, pragmatic & useful. We discuss these keys in an engaging manner by discussing both our flaws & strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. Budget Mastery: Walkthroughs & Real World Calculations Towards Tying Budgets to Value This session takes a unique review of the fundamental budget issues faced by all & walks through a detailed modeling process intended to generate discussion & best practices to improve your organization's financial modeling. From the beginning of the accounting process: 'the chart of accounts' to the end of the process: 'the valuation of the company', the budgeting cycle via a live case model to learn best practices common to successful companies. This course stands on its own but is part two of a four part budget mastery series. Budget Mastery: The Human Side of Budgeting-Navigating People's issues with 360 Insight You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component & human component. We can resolve some of our budget issues by exploring the process' human aspect. Understanding what makes you & others operate can enhance your understanding of the entire organization & build upon the respect & influence needed to navigate & lead the budgeting cycle. This session includes a case study that measures an individual's personality type & then explores how to use our strengths & weaknesses to create a better budget process & quite frankly maybe a better you. This is a great & fun course on its own, but is also part three of a four part series on budget mastery. Budget Mastery: From Numbers to Narrative: Effectively Presenting Your Budget & Reporting Perhaps the most important element of the budget process is its communication. If management does not understand the budget: there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations & will identify key problems in how people often communicate financial plans. Presenting your budget & reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable & educational.
Metrics Management Series
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Online
8.00 Credits
Member Price: $250
Metrics Management is a four-part series that answers the measurement, accountability & performance of our strategies & financials. The titles include: Metrics Management: Linking Strategy to Performance Description - Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement & execution. Participants will explore why there is no "perfect" metric, how strategy fails due to weak measurement & how financial & non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy & organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points & keep things entertaining. Metrics Management: Selecting the Right KPIs Description - Choosing the wrong metrics can create noise, confusion & unintended behavior. This session helps CPAs & CFOs identify & select meaningful KPIs that align with strategy & are understood by users. Participants will learn how to balance financial & operational metrics, tailor KPIs to responsibility centers & think like customers when designing performance measures. The session emphasizes simplicity, relevance & usability over volume & complexity. Humorous videos will be incorporated to drive home some key points & keep things entertaining. ____________________________________________________________________________________________________________________________ Metrics Management: Measuring Performance in the Real World Description - Designing metrics is only half the challenge-- making them work in practice is where most organizations struggle. This session focuses on applying metrics in real-world environments, including responsibility centers, profit centers & service organizations. Participants will explore output measurements, controllable versus non-controllable costs, cost allocation challenges & benchmarking. Case discussions illustrate how better information leads to better decisions & improved performance. Humorous videos will be incorporated to drive home some key points & keep things entertaining. Metrics Management: Dashboards, Performance Tools & Open-Book Management Description - Metrics only add value when they are communicated clearly & used consistently. This session focuses on dashboards, performance management tools & open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail & how transparency & trust improve performance. The session emphasizes visualization, communication & using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points & keep things entertaining.
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic & Don Minges
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Online
1.00 Credits
Member Price: $39
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today's competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Understanding the 4 W's in Budgeting: Who, What, When & Which?
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Online
2.00 Credits
Member Price: $89
This session introduces a structured approach to government budgeting using the four W's: Who, What, When & Which. Participants will explore WHO should be involved in the budgeting process, including internal teams & external stakeholders, while learning effective communication strategies to foster collaboration. The session examines WHAT the budgeting process entails, covering essential phases, components, legal requirements & common challenges. Attendees will also learn WHEN to engage the public through strategic planning, workshops & outreach initiatives. Finally, the session highlights WHICH departments play key roles, From financial planning to managing capital projects. By the end of this session, participants will have a comprehensive understanding of government budgeting & how to align financial planning with community priorities.
Small Business Risk Avoidance
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Online
4.00 Credits
Member Price: $149
Enterprise Risk Management for SMEs
2026/27 Not-for-Profit Accounting & Auditing Update
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Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting, auditing & compliance developments affecting not-for-profit organizations. The course integrates recent standard-setting activity, audit & attestation updates & Single Audit developments to provide a practical view of changes impacting nonprofit financial reporting & oversight. Participants will begin with an overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) From the Financial Accounting Standards Board & an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose & structure of INPAS & how it compares conceptually to U.S. GAAP requirements for NFPs. The course then shifts to auditing & attestation developments From the AICPA, including the next phase of quality management with a focus on monitoring & remediation responsibilities. Participants will also review recent & upcoming standards affecting audit, attestation & consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations & fraud & changes affecting group audits.
K2’s Excel Essentials For Staff Accountants
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Online
8.00 Credits
Member Price: $250
Staff accountants often face unique challenges when working with Excel & their existing knowledge might not always meet their needs. This comprehensive eight-hour session is designed to bridge that gap & empower you with the essential skills to maximize efficiency & accuracy. Participate in this dynamic & engaging session & you will learn how to: Summarize data quickly & accurately, Generate stunning, professional reports, Create essential accounting calculations for depreciation, amortization & interest. We start with a quick overview of Excel best practices & dive into advanced topics like PivotTables, sophisticated formulas, Tables, formatting & working with dates. Our course is packed with accounting-centric examples to reinforce key learning points. Plus, you'll enjoy a "laptop-friendly" environment with access to all demonstration files. This seminar is a must for all staff accountants eager to enhance their Excel skills & transform their workflow. Don't miss out on this opportunity to elevate your Excel expertise & take the first step towards mastering Excel today!
K2’s QuickBooks Online For Accountants
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Online
8.00 Credits
Member Price: $250
Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved & thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants & business professionals are still unaware of the extensive features QBO offers. Unlock the advantages of the subscription model & learn how to leverage QBO to manage inventory, enhance internal controls, create presentation-quality financial statements & seamlessly migrate From QuickBooks Desktop or other accounting platforms. Join our dynamic session to explore the best practices for implementing, using & excelling with QuickBooks Online. Don't miss out on the opportunity to elevate your accounting game with this surprisingly robust platform!
Revenue Recognition: Topic 606 Overview
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Online
1.80 Credits
Member Price: $79
This session is the beginning in a series on the new revenue recognition standard. The standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process & industry. This course is designed to provide an overview of the technical guidance & outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step & then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step & provide example & scenarios that should be considered to properly apply the step.
From Numbers to Narrative: Effectively Presenting Your Budget & Reporting
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Online
2.00 Credits
Member Price: $89
Perhaps the most important element of the budget process is its communication. If management does not understand the budget: there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations & will identify key problems in how people often communicate financial plans. Presenting your budget & reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable & educational.
K2’s Excel Tips: Today’s Best Features
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Online
2.00 Credits
Member Price: $89
Wow! So many new Excel features & so little time! Microsoft continues to add tremendous functionality to Excel: the business professional's tool of choice. Yet most Excel users have not discovered these new tools & remain mired in yesterday's practices for working in Excel. In this session, you will learn how to use many of Excel's latest features to work more efficiently & effectively with your spreadsheets. Participate in this session to learn about recently released features such as PIVOTBY, GROUPBY, Office Scripts, integration with Copilot, new ways to share & collaborate in Excel & data entry & formula improvements. If you work with Excel: & who doesn't: this session is necessary to help you improve your efficiency & effectiveness when using Excel.
