WICPA CPE & Special Event Catalog
Transforming Strategic & Financial Management With ChatGPT: Insights for CPAs, CFOs & Controllers
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Online
2.20 Credits
Member Price: $89
"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs & Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial & strategic management, offering a blend of theoretical insights & practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis & more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making & foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.
Data Analytics & Journal Entry Testing for Auditors
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Online
3.00 Credits
Member Price: $109
This course provides a practical understanding of IT controls & SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness & determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas & alignment with Complementary User Entity Controls (CUECs).
Leading & Managing the Accounting Department
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Online
4.00 Credits
Member Price: $149
Welcome to a management course that helps CFOs & Controllers lead the Accounting Department. It is essential that the Accounting Department have a Vision which is aligned with the Business goals. Controllers must also be comfortable with wearing multiple 'hats' in the business. The head of the Accounting Department must be skilled in a variety of leadership skills, technical skills, managerial skills & current management techniquest.
Effective Governance for Nonprofit Success
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Online
1.00 Credits
Member Price: $39
Effective governance is the cornerstone of any nonprofit organization. This course delves into the foundational elements of nonprofit governance, emphasizing fiduciary duties, board responsibilities & best practices for board operations. Participants will explore key compliance requirements, risk management strategies, policy development & regulatory obligations. By the end of the session, you'll be equipped with practical tools & insights to confidently navigate the complexities of nonprofit governance.
K2's Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes
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Online
2.00 Credits
Member Price: $89
This session dives into real-world cases of financial fraud, cybercrime & ethics breaches that captivated the business & accounting world. This session analyzes how these crimes unfolded, the warning signs that were missed & the internal control & technology failures that enabled them. Participants will explore modern threats, including AI-enabled deception & learn practical steps to strengthen fraud prevention, data protection & governance. From shocking embezzlements to headline-making cyberattacks, this course turns true stories into powerful lessons for today's accounting & finance professionals.
Taxation of Business Entities
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Online
2.50 Credits
Member Price: $99
This course will introduce you the different types of business entities & the tax implications of contributions, distributions & earnings, among other topics. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to kori.herrera@acpen.com
K2’s Better Reporting With QuickBooks Online
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Online
1.00 Credits
Member Price: $39
With over 7 million businesses relying on QuickBooks Online, one thing is clear: excellent financial reporting isn't optional: it's essential. Yet many users struggle to access the insights they need, often limited by subscription tiers or simply unaware of the powerful tools at their fingertips-that's where this session comes in. This session is your fast track to mastering QuickBooks Online's reporting capabilities. Whether you're a small business owner, accountant, or financial manager, you'll discover how to: Build & customize Standard, Custom & Management Reports Leverage the new Spreadsheet Sync tool to create dynamic, multi-company reports in Excel Uncover hidden features that help you make smarter, faster decisions If you're ready to transform your data into actionable insights & finally get the reports you need, this session is your game-changer. Join us & take control of your QuickBooks Online reporting like never before!
A Guide to Sampling: Part I
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Online
2.00 Credits
Member Price: $89
Sampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable & basics of planning a sample. We'll then focus on the application of sampling in financial statement audits with a look at sampling for substantive procedures. We'll look at the use of monetary unit sampling & tools that can be leveraged to reduce bias in sampling.
Sarbanes-Oxley Update: Accounting Risk Assessment considerations: 20 years later
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Online
1.80 Credits
Member Price: $79
It's been 20 years & counting since the Sarbanes-Oxley legislation was passed. In theory the legislative requirements outlined are still in place. Although the requirements haven't changed, time has changed & as a result, execution of the processes has most likely changed.
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.
Signature 2026: The Risk of Fraud in State & Local Government
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Online
8.00 Credits
Member Price: $250
This comprehensive 8-hour ACPEN Signature course explores the pervasive issue of fraud in State & Local governments. Our panel of experts From inside & outside government will provide participants with the tools & knowledge necessary to identify, prevent & respond to fraudulent activities in State & local governments. The course begins by examining the types of fraud commonly encountered in governmental settings, including financial fraud, procurement fraud & abuse of power. With our experienced panelists, participants will delve into real-world case studies to understand the tactics used by fraudsters & the impact on public trust, resources & governance. Special emphasis will be placed on understanding regulatory frameworks & compliance measures designed to mitigate fraud risks. The course also equips participants with practical skills to implement fraud prevention strategies & conduct effective investigations. Topics will include risk assessment, internal controls, forensic accounting & reporting mechanisms. Attendees will learn how to cultivate an ethical organizational culture & engage stakeholders in fraud prevention efforts. By the end of the session, participants will have a deeper understanding of how to safeguard public resources, enhance accountability & promote transparency in government operations. This course is ideal for government employees, auditors, compliance officers & anyone responsible for maintaining integrity in public administration.
Business Valuation: Asset Approach
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Online
1.00 Credits
Member Price: $39
This course provides a comprehensive introduction to the business valuation process, beginning with key terminology, professional standards & the rules that guide the appraisal profession. Participants will explore the three primary approaches to value-- Asset, Income & Market-- before focusing in depth on the Asset Approach. The course examines when & why this method is used, its advantages & limitations & how to apply it effectively in real-world scenarios. Through practical examples & clear explanations of each of the three methods within the Asset Approach, learners will gain both the confidence & competence to apply valuation principles in their professional practice.
K2's Automation For Increasing Personal Efficiency And Effectiveness
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Online
1.00 Credits
Member Price: $39
In today's fast-paced world, automation is like having a time machine at your fingertips. By implementing strategic automation solutions, you can transform an eight-hour workday into twelve hours of productivity without working longer hours. This course explores how automation can save time, improve accuracy, promote effectiveness & maximize the value of your workday. When you invest time in automating routine tasks, you create permanent time savings that compound over time, reducing daily stress & providing better mental clarity for more important activities. This hands-on course will equip you with practical knowledge of various automation tools, methods, apps & technologies that can revolutionize both your personal & professional life. From home automation systems to iPaaS (Integration Platform as a Service) tools & the Elgato Streamdeck, you'll discover how to create a seamlessly automated environment. Join us to learn how to reclaim hours or even weeks of time through smart automation strategies that will transform your daily routine.
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
Taking the Financial Executive's Leadership to the Next Level
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Online
2.00 Credits
Member Price: $89
Financial Leaders often achieve their position primarily with left brain analytical skills. They need to develop right brain thinking to evolve to the next level either professionally or as part of their personal growth plan. This course will help the financial executive & professional focus on where they are currently & help them bridge the gap in leadership skills that will enable them to gravitate to the next level. This course will guide the financial executive & professional to position themselves as leaders that others will trust & want to follow. The financial executive & financial professional will walk away understanding a more holistic approach to people & organizations & a transformational leadership style.
The Ethics of How We Treat People; Why it Matters?
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Online
1.00 Credits
Member Price: $39
As leaders in the community & in the profession: we are held to a higher standard & to do more to help others. We do not want to conduct business with unethical organizations or work with those who mistreat others. People, whether they are contractors, employees, customers, suppliers, clients or partners, all want to be treated fairly & with respect. Especially in a service business, people are the only true asset. By treating people with respect & honor: you will attract talent & clients. If you believe there is a war for talent, then listen to this discussion that proves that treating others well is THE ethical course of action & what sets us apart. Being fair, honest & supportive: is being ethical & it matters.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Tactical Data Management: Turning Data into Actionable Information
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Online
2.00 Credits
Member Price: $89
Organizations collect massive amounts of data, but far less information that actually improves decisions. This session focuses on how CFOs & CPAs can tactically manage data to generate insight, improve performance & reduce risk. Participants will explore financial & non-financial data, data organization & the role of analytics in understanding customers, operations & employees. The session emphasizes clarity, simplicity & storytelling so data supports better decisions rather than overwhelming stakeholders.
The Controllership Series: The Financial Close Process
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Online
1.50 Credits
Member Price: $79
A common challenge for the controller role is in closing the month-end & period-end books in preparation to issue financial statements. This duty requires precision, timing & efficiency. In today's digital world, many organizations have access to financial accounting software that will assist with the steps in the financial close. However, even with this aid it is critical the accountant understand the various steps for the close process & how they inter-relate to other accounting processes. This course gives you an insight into the inter-relationships between many processes that impact the financial close. The closing process has traditionally been a slow one with many companies taking two weeks to close its subsidiary's books & another two to three weeks to roll up & consolidated the results. With the introduction of technology much has been done to help accelerate that process with integrated enterprise resource planning systems & general ledger & consolidate software. Within this segment we will discuss the elements of the financial close & also important concepts to assist the controller in accelerating their close timeline. This includes addressing all functional areas of the close including payroll, invoicing, payables, inventory, cash & the general ledger. We will also discuss important concepts of ensuring your financial close is accurate by discussing bank reconciliations, overhead allocations, bad debt reserves, unpaid wages & accruals for vacation time, account reconciliations, deprecation & overall financial statement review. Note: This course does not address utilizing technology in the financial close. Its focus is to understand the varied procedures involved in the financial close whether or not technology is utilized.
Ethics in Artificial Intelligence
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Online
1.60 Credits
Member Price: $79
Artificial Intelligence (AI) is reshaping industries, decision-making & everyday life at an unprecedented pace. While its potential for innovation is immense, AI also raises profound ethical challenges around fairness, accountability, transparency & human rights. Bias in algorithms, misuse of personal data, opaque decision-making & the displacement of human judgment underscore the urgent need for ethical frameworks to guide AI development & use.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Sarbanes-Oxley 20 years later: Sourcing Emerging Risks Part II
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Online
1.80 Credits
Member Price: $79
It would be amiss to not recognize that the passage of time has changed our world. Think of various events such as economic change, technological evolution, the pandemic etc. These are just a few of the changes that may have impacted the manner in which we execute some of the processes outlined in the SOX legislation. In this segment we will focus on sourcing of emerging risks by utilizing to COSO principles.
