WICPA CPE & Special Event Catalog
Business Intelligence (BI) & Business Analytics (BA)
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Online
2.00 Credits
Member Price: $79
Volatility and complexity are the new normal. Most organizations are drowning in data, but starving for information. The finance and accounting function has the opportunity to leverage Big Data and the continuum of analytics: descriptive, diagnostic, predictive and prescriptive. All are useful for better decision making. Collecting, validating and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In some ways the finance function is many years behind other disciplines such as marketing, sales and supply chain managers, in applying analytics. How can the CFO's function catch up?
Ethics With A Dash of Courage
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Online
2.00 Credits
Member Price: $125
This facilitated discussion goes beyond a lecture on ethical principles - it is a series of executive level case studies that offer participants "real time" practice in resolving dilemmas, with participants sharpening their critical thinking skills.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Independence for Auditors: AICPA, PCAOB, GAO & DOL
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Online
4.00 Credits
Member Price: $129
This course will look at the various rules related to Independence and compare and contrast the requirements. This overview course will help auditors understand the nuances of independence and ensure they meet the requirements to perform attest services for their clients. We will review the requirements for the AICPA, GAO, DOL and PCAOB.
HR's Role in Business Evolution: Strategy, Finance & Growth
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Online
2.00 Credits
Member Price: $39
This course is tailored for business leaders and HR professionals who want to enhance their strategic management skills and create actionable plans for success. You'll learn the overall strategic management process, how to develop both simplified and detailed business and strategic plans and the crucial role of corporate culture, leadership and staff development in driving or hindering strategic outcomes. Additionally, you'll explore how to leverage ChatGPT (Generative AI) as a powerful tool to improve your performance as a key business partner to the management team, helping you make data-driven decisions and enhance organizational effectiveness.
Thrive Amidst the Chaos: 3 Steps to Increase Your Energy & Learn to Dance in the Rain
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Online
1.20 Credits
Member Price: $39
Are you running around with a fire extinguisher permanently strapped to your back? Do everyday crises run your life, both at work and at home? Do you find yourself consistently taking care of everyone else with no time left to take care of you? In this session, we dive into controlling your chaos and managing your energy. Make no mistake, this isn't your father's time management class. It's an energy management class developed on behalf of and with tired, frustrated and burned out HR professionals like yourselves! If you find yourself drained and drinking far too much coffee, this is the session for you!
Crypto, Blockchain & Taxes
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Online
2.00 Credits
Member Price: $79
For accounting and tax professionals, understanding the inner workings of blockchain and cryptocurrency is no longer just an advantage-it's a necessity. This course provides an in-depth look into the mechanics of digital currencies and revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits and risks effectively. Special emphasis is placed on the tax implications for both individuals and estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning and asset management. This offering is more than just a learning experience; it's an investment in one's professional growth. By understanding the tax complexities and estate planning challenges posed by digital assets, participants will be able to offer valuable insights and strategic solutions. They will emerge from this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional from the average. Join today and step into a role as a leader in finance for the digital age. **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 and submit to kori.herrera@acpen.com.
FASB & AICPA Update for Tax Professionals (Highlights) 26-27
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Online
2.00 Credits
Member Price: $99
This 2-hour program covers recent promulgations of the FASB and AICPA with broad applicability.
Ethics in the Real World 26-27
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Online
4.00 Credits
Member Price: $175
An innovative and interactive session that taps the areas of neuroscience, psychology and biology to understand how science, emotion and ethical decision-making interact. Instead of critiquing how our minds are supposed to work, this session delves into the fascinating world of how our minds work when we face complex problems where a "best choice" doesn't seem to exist. The talk will also explore why ethical codes have often failed and how to improve individual and organizational ethical reasoning.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Practical Ethics & Circular 230 Compliance for CPAs & EAs
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Online
4.00 Credits
Member Price: $129
This comprehensive four-hour course takes CPAs beyond the basics, diving deep into the ethical quandaries that professionals face. Beyond just the rules of Circular 230, you'll explore a variety of ethical issues, discovering the best ways to handle them with integrity and wisdom. The course provides a dual focus: understanding your obligations under Circular 230 and tackling wider ethical challenges that can arise in your day-to-day work. With real-world scenarios and interactive discussions, you'll come away with practical solutions and the confidence to make the right decisions, keeping your practice ethical and your professional standing secure. **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 and submit to kori.herrera@acpen.com.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Metrics Management: Choose & Use Key Performance Indicators 26-27
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Online
8.00 Credits
Member Price: $329
Financial managers have long struggled to drive results through their financial planning and control processes. This seminar shows how to build a performance management framework, linking the company's high-level strategic objectives to performance metrics at the individual responsibility center level. The result will be an easier to use financial planning process that produces better projections and better control.
Real Estate Taxation 26-27
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Online
8.00 Credits
Member Price: $329
Examine significant real estate tax issues and concepts, including planning and compliance topics emphasizing tax elimination or deferral. Discuss the qualified business income deduction (Sec. 199A) as it relates to real estate investments; limited discussion of opportunity zones (Sec. 1400Z-2) relating to real estate; 1031 exchanges; home sale exclusion (IRC Sec. 121); passive activities loss rules; estate planning and gifting with real estate; and California property tax issues, updated for passage of Proposition 19 affecting parent-child transfers and transfer of assessments to a new principal residence.
Tax Planning for Sole Proprietors & Other Business Owners 26-27
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Online
8.00 Credits
Member Price: $329
Individuals are leaving the workforce in droves due to retirement or resignation and many are choosing to start their own businesses. The One Big Beautiful Bill encourages this choice. This course explores the planning opportunities for those starting their own businesses or advising clients. Issues addressed include making sure you will be treated as a business, choice of entity, Schedule C deductions, depreciation, avoiding the self-employment tax, retirement plans, self-employed health insurance, employing family members and loss limitations.
From Numbers to Narrative: Effectively Presenting Your Budget & Reporting
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Online
2.00 Credits
Member Price: $79
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 and will identify key problems in how people often communicate financial plans. Presenting your budget and 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 and educational.
Beyond the Basics of SSARS & Nonattest Services: Are You Certain You Are in Compliance?
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Online
8.00 Credits
Member Price: $225
Practitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the SSARS preparation of financial statements service and other nonattest engagements.
Ethics for CPAs: The Practical & the Possible
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Online
2.00 Credits
Member Price: $79
Award winning discussion leader, former AICPA Council Member and former state accountancy board member Mark Hugh will review the AICPA Code of Professional Conduct and its interpretations; discuss new developments in regulation at the national and state level; and discuss examples of best practices, case studies and disciplinary actions.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
What's Changing in Risk Assessment
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Online
2.00 Credits
Member Price: $79
SAS 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was issued in October 2021. The audit standard amends AU-C 315, including many changes to address common audit deficiencies. This course will provide an overview of SAS 145 and its changes to AU-C 315. Attendees will have an opportunity to evaluate the impact on audit methodology and documentation.
Tax Basis Financial Statements 26-27
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Online
2.00 Credits
Member Price: $99
As the complexity of GAAP drives preparers of financial statements to seek GAAP alternatives, many are finding tax-basis financial statements can meet their needs. This 2-hour program covers many of the matters to be considered when choosing the tax-basis for financial statement presentation.
Budget Mastery: Process, Problems & Solutions
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Online
2.00 Credits
Member Price: $79
The budgeting process can be a mundane one for accountants. Let's be realistic and agree that even the word "budget" does not bring excitement to you and your departmental colleagues. The constraints and pressures can lead to poor decisions in both the technical and human components. This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization.
Preparing & Reviewing Workpapers for Higher Quality Audits
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Online
4.00 Credits
Member Price: $129
This course will focus on preparing financial statement audit documentation critical for high quality audits that can pass peer review.
Retirement Planning Issues: Where We Stand Now
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Online
4.00 Credits
Member Price: $129
This course is designed to equip CPAs, EAs, attorneys and tax professionals with the essential knowledge and strategies needed to navigate the latest developments. Explore innovative approaches to maximize retirement savings, discuss tax- efficient retirement plan options and align estate planning techniques with current trends. Gain a thorough understanding of altered rules for Required Minimum Distributions (RMDs) and discover how to optimize estate plans in response to changing regulations. This update is tailored for professionals seeking practical insights in the realm of contemporary retirement planning. **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 and submit to kori.herrera@acpen.com.
