WICPA CPE & Special Event Catalog
ChatGPT Bootcamp for CPAs With John Higgins
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Online
4.00 Credits
Member Price: $149
ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers", CPAs and CFOs are positioned to be prime beneficiaries of this technology. This half day hands-on course will get you well on your way to becoming a ChatGPT expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day-to-day tasks. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Enterprise-Wide Risk Management in Accounting & Finance
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Online
4.00 Credits
Member Price: $149
Organizations are challenged with identifying, evaluating and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Annual Update for Accountants & Auditors 2025
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Online
6.00 Credits
Member Price: $189
While the pace of FASB's standard-setting has slowed in recent years, the standards that have been issued will be impactful for many organizations. This course will begin with a review of standards effective in 2025 for public, private and nonprofit organizations. From there, we'll explore upcoming standards, FASB exposure drafts and ongoing projects to ensure you're prepared for what's next in financial reporting. The second half of the course will shift focus to developments at the AICPA. From quality management to ethics standards and the talent pipeline, there's no shortage of activity. We'll start with a detailed look at the quality management standards effective this year and their impact on firms, including changes to the Peer Review Program. Next, we'll cover essential ethics standards and the latest SSARS updates. We'll also examine common deficiencies in employee benefit plan (EBP) audits and discuss the initiatives of the National Pipeline Advisory Group.
The Leadership Skills of Tomorrow: Delegate & Listen
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Online
2.00 Credits
Member Price: $89
Mastering two leadership skills will decrease your stress and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Professional Skepticism for the Public Accountant
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Online
1.00 Credits
Member Price: $39
Accountants are expected to demonstrate a questioning mindset. While such professional skepticism is an obvious requirement for assurance engagements, it is applicable elsewhere in the practice of public accounting. In fact, a skeptical mindset offers benefits to both public accountants and those who work in industry. This course provides specific examples of professional skepticism while suggesting best practices.
Getting the Most When Selling a Business: Little Details to Get Top Value
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Online
2.00 Credits
Member Price: $79
Every business will be sold eventually. When you have built a great business and decide to move on: you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time.
Excel for Accounting Professionals Session II: Data Validation & Conditional Formatting
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Online
2.00 Credits
Member Price: $125
Excel techniques that incorporate data validation, improved formatting and alternatives for standard functions, tailored for accounting experts.
The Ethic of Teamwork
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Online
2.00 Credits
Member Price: $89
"No one cares how much you know until they know how much you care." To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn't get better than that! This ethics-based webinar examines the essence of what constitutes teams that are high functioning and highly collaborative. One essential component is the balance between content (getting the job done!) and process (how we get things done...how we treat each other). This webinar will offer concrete practical suggestions for teams both for content and process effectiveness. It will also offer opportunities for self-reflection and actions to take to enhance team performance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Spring Tax Update for Individuals With Steve Dilley
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Online
4.00 Credits
Member Price: $129
This program provides an update to the latest tax developments, rules and regulations impacting and individual taxpayers, with a review and integration of 2024/25 legislation. *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
GPT Builder for Accountants
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of using ChatGPT's GPT Builder to create custom GPTs specifically tailored for accounting professionals. Learn how to leverage this powerful tool to streamline accounting workflows, enhance client services, automate routine tasks and improve financial analysis capabilities through customized AI solutions designed for accounting-specific applications. custom versions of ChatGPT with added skills and knowledge for specific tasks or industries. This course is designed to guide accountants on how to leverage these enhanced ChatGPT functionalities to streamline financial workflows, analyze data and engage in more dynamic, multi-modal interactions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
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Online
1.00 Credits
Member Price: $39
Are you looking to fortify your practice against the ever-growing threats in the digital landscape? Join us for the second installment of our exclusive webinar series, "Mastering Cybersecurity," brought to you by Practice Protect. In today's digitally connected world, the need for comprehensive cybersecurity is paramount. With cyberattacks becoming more sophisticated, it's crucial to stay ahead of the curve in protecting your sensitive client data. This webinar series is designed to equip CPAs with the knowledge and tools needed to secure their practices and client information effectively.
The Hardest Ethical Dilemma! Why Revenge Will Always Backfire, featuring Bob Mims & Don Minges
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Online
1.00 Credits
Member Price: $39
We believe in fairness. When others do wrong and their action hurts us: the natural reaction is to fight back and seek retribution. Simple human nature and we are all human. We want fairness and want to fight back, but this is one of the toughest ethical dilemmas we all face. What should we do and what we do are not always the same. What if being nice, or specifically being a positive best version of yourself, makes you a more effective leader? Ethical leadership is effective leadership. That's what Dr. Cohen, noted psychologist, transformational speaker, executive coach and author of Be The Sun, Not The Salt, has been teaching organizations to do for years. Dr. Cohen's work is based on scientific studies of human behavior broken down into simple, easily digestible pillars structured around the Heliotropic Effect. In this webcast we will discuss Dr. Cohen's path to this work, what the Heliotropic Effect is and how Be The Sun, Not The Salt is the perfect reminder to Do More of That every day.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $79
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control.
Taking Advantage of Array Formulas in Excel
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Online
2.00 Credits
Member Price: $89
This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions. Through a combination of theoretical knowledge and practical exercises, you will learn to streamline your work and improve efficiency in Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Accounting of the Soul: Making the World a Better Place
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Online
1.00 Credits
Member Price: $55
This workshop explores how each of us can play a part in helping to make the world a more fair and gentler place. This one-hour webinar includes an overview of Aristotle's virtue ethics and its application to present day life. We will focus on the virtue of compassion both individually and organizationally and its impact on individual, organizational and world wellbeing. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Eight Biggest Threats to your business & introducing Three Pillars of Cybersecurity
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Online
1.00 Credits
Member Price: $39
Cybercrime is on the rise and CPAs that handle sensitive client data are often the target of cybercrimes. By attending this session you'll learn what the eight biggest threats are to your business and uncover the three pillars of cybersecurity that you can build your firm's defense around.
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
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Online
2.00 Credits
Member Price: $79
In today's business world, there is a war for talent and organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward and recruit. The GAAP and tax accounting for equity compensation plans is not static and decisions that you make during plan set-up can have major consequences to your organization's bottom line and your management team's personal tax situations. We will review nuances and details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis and detailed accounting for these plans: this session will help you understand the issues and get it right the first time.
The Controllership Series: The Treasury Function Part I: Cash & Investing
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Online
2.00 Credits
Member Price: $79
This course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we discuss the area of cash and investments and explore how the controller can move these responsibilities into more of a strategic role. In today's world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understanding and managing the organizations' cash position. This is certainly important and, in some areas, can be seen as a staple of the lifeblood of the organization's ongoing viability. This course takes a look at some of the typical objectives involved in Cash management and then evaluates how those objectives can be further stretched into strategic pillars of the organization.
Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A
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Online
4.00 Credits
Member Price: $129
This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. A detailed analysis of the self-rental passive activity rules will be given, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. *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
Change Management: Your Leadership Role for Aligning Profits & Culture
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Online
2.00 Credits
Member Price: $79
This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating and leading through organizational change. This advanced program focuses on enhancing agility by providing the tools and techniques necessary to manage and adapt to rapid shifts in the accounting landscape. Participants will explore theoretical frameworks alongside practical strategies that support effective change management for diverse business environments.
