WICPA CPE & Special Event Catalog
Ethics Aren't for the Byrdes in Ozark
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Online
1.00 Credits
Member Price: $39
Professional codes of ethics provide guidance to professionals who are frequently required to choose between doing the right thing and the wrong thing. Sometimes, professionals violate their ethical code and do the wrong thing for what they rationalize is the right reason. This session uses the popular television show "Ozark" and its multiple examples of seemingly good people doing bad things for the right reason to define ethics as well as explore why people make unethical choices and how they justify those choices.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Leveraging Analytical Procedures to the Fullest on Audits: Case Studies in Strengthening Audit Evidence
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Online
2.00 Credits
Member Price: $79
Peer review deficiencies commonly relate to the design, documentation and evaluation of the results of analytical procedures. This course will provide examples of how to strengthen evidence resulting from preliminary, substantive and final analytics. It will reinforce the elements of strong analytical procedures that may enhance the quality of audits.
A Fox in the Henhouse/Courthouse
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Online
1.00 Credits
Member Price: $39
The ancient Romans had a saying about using caution when appointing someone to a position of trust, "don't set a wolf to watch the sheep". That saying is in use today and has changed to include "don't put a fox to guard the henhouses";. The thought is similar, but the wolf and fox are vastly different animals. Wolves rely upon their strength to survive while foxes rely on their cunning. Like foxes, fraudsters rely upon their cunning to defeat or circumvent internal controls. This session reviews the investigation of a deputy court clerk who exploited a weakness in internal controls and committed fraud in the courthouse.
HR Investigations: Episode 1: Introduction-Assessing-Planning
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Online
1.00 Credits
Member Price: $39
Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session is an introduction to these differences and provides best practices for assessing allegations of employee misconduct and planning the investigation. Attendees will end the session with takeaways to immediately implement in future HR investigations. Episodes 2 and 3 complete the series.
The Controllership Series: The Financial Close Process
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Online
1.50 Credits
Member Price: $59
A common challenge for the controller role is in closing the month-end and period-end books in preparation to issue financial statements. This duty requires precision, timing and 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 and 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 and another two to three weeks to roll up and consolidated the results. With the introduction of technology much has been done to help accelerate that process with integrated enterprise resource planning systems and general ledger and consolidate software. Within this segment we will discuss the elements of the financial close and 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 and 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 and accruals for vacation time, account reconciliations, deprecation and 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.
MBAExpress: Effective Change Management: V 2.0
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Online
1.00 Credits
Member Price: $75
Learn methods and ideas for navigating turbulent waters when dealing with change.
It Is Legal, But Is It Really Ethical?, featuring Rob Berry & Bob Mims
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Online
1.00 Credits
Member Price: $39
This discussion outlines situations where `legal' and `ethical' are not necessarily in alignment. How should you handle these issues? We will detail a better thought process to help you avoid `crossing the line.'Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Interviewing, Onboarding & Training 101
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Online
1.00 Credits
Member Price: $39
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding experience and fostering a culture of continuous development. Whether you're a seasoned manager or new to hiring, this course equips you with the tools to make confident decisions, engage new hires effectively and set your team up for success from day one.
Communicating in a Virtual & Live Environment: Numbers Matter But So Do Words
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Online
2.00 Credits
Member Price: $79
People fear presenting more than they do "death". Communicating numbers is a scary proposition to overcome for both the presenter and the recipients. This course is designed to enhance the communication skills of CPAs and CFOs by emphasizing the importance of understanding and mastering the facts before delivering any presentation, understand the key elements of presenting a narrative and provide examples to engage live and virtual teams in effective numbers presenting. The goal is to equip financial professionals with the tools needed to overcome fears and provide the best practices research on all types of presentations-from communicating complex financial information effectively to conducting a casual virtual meeting. This is a fun session intended to be interactive with participation either live, virtual or both.
Awful Ethical Dilemmas: Bringing it to Life, featuring J. Michael Inzina & Don Minges
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Online
1.00 Credits
Member Price: $39
Professional Codes of Conduct make Ethics seem easy and 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 and maintain awareness of ethical issues to become more effective and enhance the reputation of the profession.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Fraud Risk Management
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Online
2.00 Credits
Member Price: $79
The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023). It has quickly gained acceptance as the set of best practices for preventing, detecting and thus deterring fraud. The fraud landscape is constantly changing and evolving. The FRMG sets out a rigorous set of principles and leading practices for managing fraud risk for forward-thinking organizations to follow. It covers: How to establish fraud risk management governance. How to conduct rigorous fraud risk assessments. How to design and implement fraud control activities. How to establish reporting mechanisms and investigative procedures. How to monitor the overall fraud risk management program. Fraud risk can be managed. All anti-fraud and accountability professionals will benefit from this session's focus on effective fraud risk management.
K2's Data Analytics For Accountants & Auditors 26-27
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Online
4.00 Credits
Member Price: $175
Data analytics is among the most widely discussed topics in business circles today. In this session, you will learn about the four types of data analytics, tools for generating data analytics measures and how to interpret and use data analytics results.
Preparation, Compilation & Review Services 26-27
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Online
4.00 Credits
Member Price: $175
SSARS 21 significantly changed the way CPA services are being offered. There is still confusion about CPA responsibilities and procedures. The course will discuss differences between bookkeeping, preparation and compilation engagements and how they differ. It will also discuss financial statement frameworks and how they influence the engagement as well as analytical procedures in review engagements.
World Class Cost Accounting: A Practical Application -- Part II 26-27
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Online
4.00 Credits
Member Price: $175
Build on the foundation from Part I and deepen your expertise by mastering the treatment of manufacturing overhead. Using the cost system of a real company, you'll learn to distinguish overhead costs that can be directly traced versus directly assigned and how to structure inventory cost pools for accurate product costing. Explore methods for handling deviations from normal manufacturing processes and see how all overhead costs can be systematically integrated into a comprehensive cost system. Completing Part I is highly recommended, as its principles carry forward into this advanced application. World Class Cost Accounting: A Practical Application - Part I
How to Get a Better Return on Financial Statement Audits: Avoiding the Most Misapplied Risk-Based Audit Concepts
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Online
8.00 Credits
Member Price: $225
By far, the biggest contributing factor that leads to a profitable, yet high quality, financial statement audit is the proper identification, evaluation and response to assessed risk of material misstatement. When designing your detailed audit plan, how and where you decide to spend your time is largely a matter of professional judgment. The proven tips and techniques for critically rethinking how you plan and design your audit taught in this course will help auditors enhance audit quality and manage profitability in all engagements.
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
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Online
1.00 Credits
Member Price: $39
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are the right fit for your team, even from a distance.
Revenue Recognition Topic 606 Contract With Customers: Identify the Contract Part II
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Online
1.20 Credits
Member Price: $39
This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes and accounting treatment when a contract does not exist.
The Head & Heart of Ethics: Featuring Bob Mims & Don Minges
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Online
1.00 Credits
Member Price: $39
There are multiple facets to ethical choices, including should you use your `head' or your `heart'? What are the pros and the cons? How can we balance these opposing views? This seminar outlines the value of; trust, courage, fairness, sensitivity, persistence, honesty and gracefulness: to help us make better ethical decisions.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Preparing to be a Forensic Accountant: Focus on Computer Forensics: Part I
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Online
1.00 Credits
Member Price: $39
This course is a continuation of our series on preparing to become a forensic accountant. Within this segment we focus on elements of computer forensics. This session is designed to delve into further investigative procedures used in computer forensics.
Ask Me No Questions & I Will Tell You No Lies: The Art of Interviewing & Interrogation
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Online
3.00 Credits
Member Price: $99
When we verbally communicate with an individual, we must make a conscious decision as to whether we believe what we have heard. Little do we realize that we are not making a decision based on what we have heard; rather we make a subconscious decision based primarily on what we have seen, or how the body was behaving when the subject was speaking. We often walk away from a conversation with a gut feeling that the person was not telling the truth. That gut feeling is your subconscious. Yet we often have no idea as to why we have that feeling. This presentation is designed to provide the participant with the tools to identify those both verbal and nonverbal indicators that we all give off when we are under stress. Normally, telling the truth does not create stress. When we lie, we know that we are not supposed to and that creates stress and it will manifest itself in some manner and that is what a trained interviewer is looking to observe. When we observe indicators of deception, how do we deal with it? How do we get the subject to admit to a wrong-doing when it is not in their best interest to do so? That is one of the many things that will be addressed in this presentation. Whether you are a parent dealing with you kids; an employer dealing with employees or and investigation interviewing a suspect, this presentation will provide you with the tools to assist you in finding the truth.
