WICPA CPE & Special Event Catalog
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
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Online
8.00 Credits
Member Price: $250
In today's fast-paced business world, staying ahead of the competition means leveraging every advantage. Business Intelligence (BI) is the game-changer that can transform your organization. Imagine uncovering hidden insights & gaining a competitive edge with data that was once out of reach. With tools ranging From Excel add-ins to the revolutionary Power BI, you can now harness your existing skills to create dynamic, interactive dashboards & analyses that were unimaginable just a few years ago. This program will empower you with the skills to implement "yourself business intelligence" using a variety of techniques & tools. You'll start by mastering advanced Excel data query & summarization features to create stunning Excel-based dashboards. Then, you'll take your knowledge to the next level by building even more powerful BI objects using Microsoft's Power BI tools. If you're passionate about gaining better insights into your data to make smarter decisions, this fast-paced program is for you.
Ethical Leadership: Guiding Principles When Others Falter
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Online
2.00 Credits
Member Price: $89
This is a compelling course designed to strengthen the ethical foundations of experienced accountants in leadership roles. This course delves into the challenges and responsibilities of maintaining high ethical standards in complex & pressure-filled business environments. Participants will explore key concepts of ethical decision- making, the impact of leadership on organizational integrity & strategies for fostering an ethical culture even when external behaviors fall short of these standards. Through engaging lectures, dynamic discussions & real-world scenarios, this course equips leaders with the skills necessary to act as ethical pillars within their organizations, ensuring their actions influence positive change & uphold the highest standards of professional conduct.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Triple Your Memory, Prevent Dementia & Halve Your Stress Part II
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Online
4.00 Credits
Member Price: $149
This is not your average CPE course--Part 2! In this second part course (which is equally fun & engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week & you will learn how to know what is most important to you--so you can be happier & healthier in the long run. Tune in for techniques to relieve stress & tips on incorpating meditation into your daily routine. All of which will help improve your memory & overall mental health & wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.
The Essential SSARS Update With Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This update is essential & designed to assist you in the application of Statements on Standards for Accounting & Review Services (SSARSs) issued by the American Institute of Certified Public Accountants (AICPA). Learn about recently issued SSARS Nos. 26 & 27, identify common accounting & reporting issues & hear about other recent developments.
K2’s Taking Another Look At PDFs
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Online
2.00 Credits
Member Price: $89
We're all familiar with PDF documents. However, it's safe to say that most professionals use only a tiny fraction of their features. This circumstance is unfortunate, considering all you can do with PDF documents. Therefore, isn't it time to take another look at PDF K2's Taking Another Look At PDFs documents & all you can do with them? Participate in this session to learn more about PDFs & how & why they should be a cornerstone technology in most organizations. Collaboration options, long-term storage & archival & fillable forms are just a few features you will learn about in this session. If you're ready to elevate your PDF productivity, this session is for you!
Ethics in Communicating & Reporting
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Online
1.00 Credits
Member Price: $39
This course on ethics in communication & reporting covers essential topics to ensure integrity & professionalism in our interactions. We begin with the fundamentals of ethical communication, emphasizing the importance of honesty, transparency & respect. We then explore four must-have communication skills crucial for effective & ethical exchanges. The session also provides practical application steps on how to improve these ethical communication skills in daily practice. Finally, we discuss the problems associated with unethical behavior in reporting & communication, highlighting the potential consequences & the importance of maintaining ethical standards to build trust & credibility.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Inventory Accounting GAAP, Software & Recognizing Variances
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Online
2.00 Credits
Member Price: $89
Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past. Using performance metrics effectively reduces work, reduces politics, provides flexibility & substantially improves the performance management process. This session will show you powerful techniques to drive your organization's performance.
Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Member Price: $89
Two seemingly similar products can have very different costs, yet many companies are completely oblivious to these differences causing them to lose money or competitive bids. When companies compete, those with good information win the "gravy" contracts & those with bad information lose money on "dog" jobs. Attend this session to gain insights on how to win bids for the best opportunities & give the money-losers to your competitors. Achieve your target profitability in the process.
Treasury Circular 230 for EAs & Other Tax Preparers
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Online
2.20 Credits
Member Price: $89
Please join us for a discussion on Treasury Circular 230 & other ethical issues faced by enrolled agents & other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) & common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure & maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners. 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.
There is NO Such Thing as ‘Business Ethics’ featuring John Levy & Don Minges
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Online
1.00 Credits
Member Price: $39
What happens when businesspeople think they can lie & cheat at work, as long as it makes a profit? Some believe that business is like war & there are no rules! Do you really want to behave differently in business than in your personal life? Can, or should, ethics be 'switched on' or off?Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
From Numbers to Narrative: Effectively Presenting Your Budget & Reporting
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Online
2.00 Credits
Member Price: $89
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 & will identify key problems in how people often communicate financial plans. Presenting your budget & 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 & educational.
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Member Price: $89
Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics & entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive & sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert. We will discuss proven methods to better understand introverts, how to manage them & how to get the most out of their amazing talents. If you want to enhance your leadership skills, this seminar is for you.
Achieve Competency in Three Basic Tool Categories: Master the Fundamentals
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Online
4.00 Credits
Member Price: $149
Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your tool set. In this course we will examine three tool categories that form the foundation for many analytical processes.
K2’s Implementing Internal Controls In QuickBooks Online Environments
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Online
4.00 Credits
Member Price: $149
The QuickBooks Online (QBO) ecosystem is rapidly expanding, with millions of small businesses now relying on it for their accounting & business management needs. However, many QBO implementations lack adequate internal control infrastructures, which can lead to potential risks & inefficiencies. This is often due to a lack of understanding of the internal control options available in the cloud-based version of QuickBooks & how to implement them effectively. Join our session to learn about the four common types of internal controls & how to assess the internal control structure of a small business. We'll guide you through the opportunities to enhance internal controls in QBO environments using features found within the application. Additionally, you'll discover additional internal control procedures for situations where adequate controls cannot be established in QBO. Contrary to popular belief, QBO-based organizations can indeed benefit From strong internal controls & this session will show you how. Don't miss this opportunity to strengthen your QuickBooks Online implementation & ensure your business is safeguarded against risks. Sign up now & take the first step towards a more secure & efficient QBO environment!
Tactical CFO Series: Make Your Business Process Work For You
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Online
8.00 Credits
Member Price: $250
Tactical CFO is a four-part series that answers the how & execution aspects of our strategies & financials. The titles include: Tactical Budgeting: Moving Beyond Traditional Budgets to Manage Performance Description - Traditional budgets often consume significant time while delivering limited operational value. This session reframes budgeting as a tactical management tool rather than a once-a-year accounting exercise. Participants will explore how to redesign the budget process to improve communication, accountability & decision-making across the organization. The session emphasizes output-based metrics, flexible budgeting approaches, benchmarking & educating non-financial managers so budgets become a tool for managing performance, not just controlling spending. Tactical Business Systems: Getting the Most From Information Systems & ERP Description - CFOs are increasingly accountable for the effectiveness of information systems, even if IT does not formally report to them. This session focuses on the tactical role finance leaders play in evaluating, selecting, implementing & managing information systems. Participants will gain a practical framework for understanding IT, ERP systems, security & emerging technologies such as AI. The session emphasizes asking the right questions, aligning systems with strategy & avoiding common pitfalls that cause system implementations to fail. Tactical Data Management: Turning Data into Actionable Information Description - 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. Tactical Finance Leadership: Building the Finance Team of Tomorrow Description - The finance function is changing rapidly, driven by technology, demographics & evolving business expectations. This session focuses on the tactical leadership skills CFOs & CPAs need to build & lead high-performing finance teams in the years ahead. Participants will explore how roles, skills & expectations are shifting & how leaders can prepare their teams for increased automation, real-time reporting & greater strategic involvement. The session blends practical leadership guidance with forward-looking insights.
Revenue Recognition Topic 606: Identify the Contract Part I
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Online
1.20 Credits
Member Price: $39
On May 28, 2014, the Financial Accounting Standards Board (FASB) & International Accounting Standards Board (IASB) issued converged guidance on recognizing revenue in contracts with customers (ASC 606). The objective of the guidance is to establish principles to report useful information to users of financial statements about the nature, amount, timing & uncertainty of revenue From contracts with customers. The new guidance provides several benefits to financial statement users. This is one in a series of courses that outline the updated revenue recognition standard.
Budget Mastery: The Human Side of Budgeting-Navigating People's Issues With 360 Insight
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Online
2.00 Credits
Member Price: $89
You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component & human component. We can resolve some of our budget issues by exploring the process' human aspect. Understanding what makes you & others operate can enhance your understanding of the entire organization & build upon the respect & influence needed to navigate & lead the budgeting cycle. This session includes a case study that measures an individual's personality type & then explores how to use our strengths & weaknesses to create a better budget process & quite frankly maybe a better you. This is a great & fun course on its own, but is also part three of a four part series on budget mastery.
2026/27 Not-for-Profit Accounting & Auditing Update
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Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting, auditing & compliance developments affecting not-for-profit organizations. The course integrates recent standard-setting activity, audit & attestation updates & Single Audit developments to provide a practical view of changes impacting nonprofit financial reporting & oversight. Participants will begin with an overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) From the Financial Accounting Standards Board & an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose & structure of INPAS & how it compares conceptually to U.S. GAAP requirements for NFPs. The course then shifts to auditing & attestation developments From the AICPA, including the next phase of quality management with a focus on monitoring & remediation responsibilities. Participants will also review recent & upcoming standards affecting audit, attestation & consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations & fraud & changes affecting group audits.
K2’s Mastering Advanced Excel Functions
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Online
4.00 Credits
Member Price: $149
With approximately 500 functions now available in Excel, some newer & more powerful tools are easily overlooked. But if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel's more advanced features-some new & some legacy-to elevate your productivity to higher levels. In this session, you will learn about many of Excel's newer tools, including XLOOKUP, SUMIFS, SWITCH & STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT & PPMT & how to retrieve summarized data easily using GETPIVOTDATA & CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power & create more accurate forecasts with Excel's FORECAST.ETS function. Regardless of your experience working with Excel, participating in this course will help you work more efficiently & effectively in Excel.
360 Budgeting: A Holistic Approach to Process & Solutions
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Online
8.00 Credits
Member Price: $250
The budgeting process can be a time consuming & frustrating process for accountants. The constraints & pressures can lead to poor decisions in both the technical & human components. This series will offer solutions to the budgeting woes From both the big picture & in the details. Budget Mastery: Process, Problems & Solutions The budgeting process can be a mundane one for accountants. Let's be realistic & agree that even the word "budget" does not bring excitement to you & your departmental colleagues. The constraints & pressures can lead to poor decisions in both the technical & human components. This session is the first part of a four part series & will cover the big picture of keeping the process fresh, pragmatic & useful. We discuss these keys in an engaging manner by discussing both our flaws & strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. Budget Mastery: Walkthroughs & Real World Calculations Towards Tying Budgets to Value This session takes a unique review of the fundamental budget issues faced by all & walks through a detailed modeling process intended to generate discussion & best practices to improve your organization's financial modeling. From the beginning of the accounting process: 'the chart of accounts' to the end of the process: 'the valuation of the company', the budgeting cycle via a live case model to learn best practices common to successful companies. This course stands on its own but is part two of a four part budget mastery series. Budget Mastery: The Human Side of Budgeting-Navigating People's issues with 360 Insight You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component & human component. We can resolve some of our budget issues by exploring the process' human aspect. Understanding what makes you & others operate can enhance your understanding of the entire organization & build upon the respect & influence needed to navigate & lead the budgeting cycle. This session includes a case study that measures an individual's personality type & then explores how to use our strengths & weaknesses to create a better budget process & quite frankly maybe a better you. This is a great & fun course on its own, but is also part three of a four part series on budget mastery. Budget Mastery: From Numbers to Narrative: Effectively Presenting Your Budget & Reporting 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 & will identify key problems in how people often communicate financial plans. Presenting your budget & 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 & educational.