WICPA CPE & Special Event Catalog
Failure to Detect Fraud & the Reasons Why
-
Online
2.00 Credits
Member Price: $89
SAS 122, AU 240, Consideration of Fraud in A Financial Audit state that auditors fail to detect fraud for two reasons. One, they haven't been trained to look for it & two, they don't know what it looks like. I would like to add a third reason: they don't want to find fraud because it causes problems for the audit. This session is designed to familiarize auditors with the many faces of fraud; where & how to look for them & what to do if you think you have found fraud. Not everyone is able to recognize fraud. During this program, the attributes a fraud auditor (frauditor) will be discussed. In order to recognize fraud, an auditor must understand their client's operation. What is an indicator in one client's operation may be business as usual in another & you have to know the difference. After viewing this program, chances are you will never look at your client the same way!
Strategic Government Budgeting: Tools for Long-Term Sustainability
-
Online
1.00 Credits
Member Price: $39
This course equips participants with the tools & strategies needed to create sustainable, long-term budgets that align with policy goals & ensure fiscal responsibility. Participants will explore key budgeting frameworks, learn techniques for forecasting revenue & expenditures & analyze scenarios to mitigate financial risks. The course incorporates practical exercises & case studies to provide hands-on experience with scenario planning, enhancing budget transparency & resilience. By the end of the session, attendees will have the knowledge & confidence to design & implement budgets that support long-term governmental priorities & strengthen financial stability.
The Controllership Series: The Controller's Role in Digital Transformation
-
Online
1.40 Credits
Member Price: $39
A controller's role in digital transformation is to act as a key facilitator in integrating new technologies within the finance function. This process moves beyond traditional accounting tasks to actively analyze data, provide insights based on financial information. This will ensure the smooth implementation of new systems that streamline financial operations, all while maintaining compliance & financial control within the organization. This course will introduce some of those topics & methods Controllers are beginning to turn to.
The Three Million Dollar Ribbon
-
Online
2.00 Credits
Member Price: $89
Two conmen used lies & falsified documents to convince the State of Tennessee to give them a $3,000,000 economic development grant to create 1,000 jobs by purchasing & rehabilitating a vacant factory in rural Tennessee. Instead, they spent most of the money on an extravagant lifestyle & invested over $1M in a scheme to defraud the U.S. Federal Emergency Management Agency (FEMA) out of over $30,000,000 pursuant to a contract to provide the tarps for areas such as Puerto Rico, affected by hurricanes. This session provides a detailed case study of how the investigators accumulated, organized & analyzed hundreds of documents, identified the falsifications & misrepresentations, conducted multiple interviews & ultimately convicted the conmen. This case study provides multiple takeaways for detecting & investigating grant fraud, which is especially relevant in light of the numerous federal stimulus programs in recent years.
Audit Skills for Beginners
-
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.
Emotional Intelligence for Professionals: Mastering the Human Side of Success
-
Online
1.00 Credits
Member Price: $39
Technical expertise may get you in the door-- but emotional intelligence (EQ) is what builds trust, earns loyalty & sustains lasting success. For CPAs, attorneys, financial professionals, bankers & insurance agents, your ability to navigate emotions-- your own & others'-- is often the difference between a good client interaction & a great one, between a team that functions & a team that thrives. This interactive course goes beyond theory & dives into real-world application. You'll uncover what emotional intelligence really is, why it matters more than ever in today's professional world & how to strengthen your EQ to improve performance, strengthen relationships & manage stress with confidence. You'll walk away with tools you can use immediately to transform how you lead meetings, manage conflict, build client trust & drive results-- while also enriching your personal life. Whether you're looking to become a better leader, communicate with more clarity, or create meaningful client connections, this course gives you the insight & strategies to make it happen.
The Controllership Series: The Controllers role in ESG
-
Online
1.50 Credits
Member Price: $79
As ever more jurisdictions move toward mandatory disclosure of ESG metrics, (ex: the European Union's new Corporate Sustainability Reporting directive & impending U.S. SEC requirements) the urgency to get those disclosures right has gone up. This course to as an introduction to the concept of requirements for Controllers & financial personnel to understand ESG disclosures .Whether the role related to ESG disclosures & information falls into the job responsibility of the controller or not is yet to be seen. However, it is clear the Controller must maintain some level of knowledge & expertise around the types & timing of such disclosures.
K2’s Excel’s Best New Features
-
Online
2.00 Credits
Member Price: $89
With the latest updates in Microsoft 365 & Office 2024, Excel is more powerful than ever. Packed with cutting-edge features, more innovative functions & seamless collaboration tools, the newest version is designed to take your productivity to the next level. Whether you're crunching numbers, building dashboards, or collaborating across teams, these enhancements unlock faster workflows, deeper insights & more thoughtful decision-making. Don't miss your chance to stay ahead of the curve-discover Excel's most exciting new features & learn how to put them to work for you. Your spreadsheet game is about to change-let's make it extraordinary!
Asset Misappropriation You Have It: They Want It
-
Online
2.00 Credits
Member Price: $89
Have you ever thought about stealing? If the answer is NO, then you need to find another profession because you will never be a successful fraud examiner/investigator or a financial auditor. To find fraud, you must first determine, given the opportunity through weak internal controls, how a person would steal. You have to say to yourself, given the opportunity that exists, how many ways could I take advantage of it? In other words, you must be able to think how you could steal & not be caught. So yes, to find fraud, you must first think about stealing. For a fraudster to be successful, they must make you think fraud is a legitimate transaction. They must make you think it is something that it is not. There are so many places where fraud can be hidden. It is up to you to evaluate where the risks of fraud are in an organization, then design effective investigative procedures to determine if someone took advantage of the opportunity. If they did not, how else may they have taken advantage of the opportunity? One must remember that one weakness in internal control may create several ways to take advantage of it & you must examine every such one. During this session, the many ways fraud can be hidden in asset misappropriations will be discussed. Remember, the number of ways is only limited by one's imagination.
Awful Ethical Dilemmas: Bringing it to Life, featuring J. Michael Inzina & Don Minges
-
Online
1.00 Credits
Member Price: $39
Professional Codes of Conduct make Ethics seem easy & clear cut. However, this is not so in real life. This session discusses five cases where the ethics is not so clear cut. What should be considered? We will explain how you can be more diligent & maintain awareness of ethical issues to become more effective & enhance the reputation of the profession.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Internal Control Best Practices
-
Online
2.00 Credits
Member Price: $89
Whether your organization is developing a new control framework or seeking to strengthen its current controls, practical development & implementation is critical. This course will review the intersectionality of controls & provide real-world examples & best practices From people to technology & process.
Employees Today & Tomorrow: Are Employees Assets?
-
Online
2.00 Credits
Member Price: $89
As the managers' role continue to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question: asking if employees are assets? GAAP tells us they are not, so discussion will revolve around whether this treatment delivers an unhealthy bias on our view of the people in our organization. What do the most successful organizations believe & why? If you have an opinion as to whether employees are an asset or not, this is a fun session intended to be interactive with participation either live, virtual or both.
Sampling: Avoiding Common Mistakes on Financial Statement & Compliance Audits
-
Online
2.00 Credits
Member Price: $89
Sampling is an important method for determining the extent of testing controls, testing compliance & tests of substantive details. It allows the auditor to apply procedures to less than 100% of the population yet extend results to project likely conclusions about the entire population. This module will describe the proper process for both attribute testing & variable sampling in financial statement & compliance audits.
K2's Productivity Life Hacks
-
Online
2.00 Credits
Member Price: $89
Today's busy professional has an ever-expanding workload, but delivery timelines are decreasing. We have more meetings, more emails & more work projects. Outside of work, we have increased family & social obligations. Simply, there aren't enough hours in the day to get everything done. We all could benefit From an extra hour of productivity throughout the day. Effectively using technology in your personal & business life is a great way to get more mileage out of your day. This course will look at 10 different tools or services that can make your life easier or take the headache out of mundane tasks. We will look at tools that simplify scheduling appointments, take the hassle out of tracking time, improve data sharing between applications & more. Participants will leave this class with tips & tricks on shaving hours of time per week.
K2’s Better Productivity Through Artificial Intelligence And Automation Tools
-
Online
4.00 Credits
Member Price: $149
Unlock the incredible potential of Artificial Intelligence (AI) & automation tools to revolutionize your business operations. Imagine boosting productivity & accuracy effortlessly with cutting-edge technologies. Generative AI tools like ChatGPT & Gemini are your new best friends for conducting research, drafting reports & crafting correspondence. Meanwhile, Microsof's Power Automate platform & tools, such as Zapier, can elevate your efficiency to levels you never thought possible. Join our session to modernize your workflows & harness these powerful tools. You'll dive into practical applications of today's AI & automation technologies, moving beyond the basics to streamline workflows, enhance internal controls, maximize productivity & even boost team morale. Additionally, we'll guide you through potential pitfalls & help you avoid common mistakes when using these tools. This session is a must-attend for anyone looking to stay ahead in the fast-paced business world. Don't miss out on this opportunity to transform your operations & achieve unparalleled efficiency. Sign up today & take the first step towards a smarter, more productive future!
Embracing Neurodiversity in the Workplace
-
Online
1.00 Credits
Member Price: $39
This webinar will explore embracing & supporting neurodiversity in the workplace, promoting inclusivity & creating a more diverse & dynamic environment.
Accounting & Reporting Long-Term Debt
-
Online
2.00 Credits
Member Price: $89
Debt is typically a critical component of the financial statements, impacting the economic decisions of financial statement users. This course will address common issues that may impact the proper presentation & disclosure of debt, including debt covenant compliance & other issues that impact classification of the liability between current vs. noncurrent.
2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
-
Online
2.00 Credits
Member Price: $89
This comprehensive course provides a focused update on key auditing developments affecting governmental & Single Audit engagements. The course integrates recent changes to the Yellow Book issued by the U.S. Government Accountability Office with major updates to Uniform Guidance & related Single Audit requirements. Participants will begin with an overview of significant revisions to the 2024 Yellow Book, including changes related to quality management, key audit roles & effective dates. The course also addresses the GAO's implementation delay & its implications for audit planning, along with recent updates to the Green Book that may affect internal control considerations for governmental entities & Single Audits. The course then shifts to recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide & guidance issued through the Office of Management & Budget (OMB). Reporting-related changes, including the transition to SAM.gov-based reporting, are also discussed. Designed for auditors working with governmental entities & federal awards, this course helps participants understand how recent auditing & compliance changes intersect-and what to monitor as expectations continue to evolve.
Asset Misappropriation You Have It: They Want It
-
Online
2.00 Credits
Member Price: $89
Have you ever thought about stealing? If the answer is NO, then you need to find another profession because you will never be a successful fraud examiner/investigator or a financial auditor. To find fraud, you must first determine, given the opportunity through weak internal controls, how a person would steal. You have to say to yourself, given the opportunity that exists, how many ways could I take advantage of it? In other words, you must be able to think how you could steal & not be caught. So yes, to find fraud, you must first think about stealing. For a fraudster to be successful, they must make you think fraud is a legitimate transaction. They must make you think it is something that it is not. There are so many places where fraud can be hidden. It is up to you to evaluate where the risks of fraud are in an organization, then design effective investigative procedures to determine if someone took advantage of the opportunity. If they did not, how else may they have taken advantage of the opportunity? One must remember that one weakness in internal control may create several ways to take advantage of it & you must examine every such one. During this session, the many ways fraud can be hidden in asset misappropriations will be discussed. Remember, the number of ways is only limited by one's imagination.
Better Forecasts: Be a Better Predictor
-
Online
2.00 Credits
Member Price: $89
Imagine being able to see into the future with confidence. The ability to be a great forecaster is not innate but learned. By examining great forecasters, we can learn to improve our ability to predict the future. We will examine best practices & current research to improve our ability to predict events that will affect our business.
