WICPA CPE & Special Event Catalog
10 Keys to Outstanding Service & More Referrals
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Online
4.00 Credits
Member Price: $149
In a competitive economy, CPA's & their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you'll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.
Audit & Attest Quality Matters that Should be on Your Radar: Avoiding Common Deficiencies in SAS, SSARS & SSAE Engagements
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Online
8.00 Credits
Member Price: $250
Quality management is important. Every CPA firm that provides audit & other attest services must undergo a third-party quality control review. This session will provide you with the tips on how to avoid common quality control deficiencies in all services that are subject to peer review.
Optimize Your Staff's Performance
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Online
4.00 Credits
Member Price: $149
A chain is only as strong as its weakest link. The same theory applies to departmental performance-- the overall result is only as strong as its weakest contributor. Leave our interactive & entertaining session with insight for developing & sustaining the best team you can possibly assemble. The four elements in this process are (1) development, (2) leadership, (3) hiring & (4) environment. Discuss how to effectively use these elements in your creation of an outstanding organization. Discover the power of the 10 Attributes for Leadership Success & the negative impact of Leadership's Fatal 13. Above all, learn how to combine these four elements as a successful catalyst for sustained high-quality output & results.
Business Ethics
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Online
2.00 Credits
Member Price: $89
Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas & how to resolve them. Being ethical is not the same as complying with the law & ethical issues are not always black & white. This session will review different professional ethical standards. What does integrity mean in the office? If you want to learn lessons From the best in a short time, this session is for you. Participate in engaging dialogue about how to prepare for the inevitable ethical situations. These lessons are valuable for every business leader.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
IT Controls & SOC Reporting in Financial Audits
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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).
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Member Price: $89
Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA's clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity's environment, the entity's internal controls & assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples & language.
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.
Change Management: Your Leadership Role for Aligning Profits & Culture
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Online
2.00 Credits
Member Price: $89
This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating & leading through organizational change. This advanced program focuses on enhancing agility by providing the tools & techniques necessary to manage & 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.
Introduction to Governmental Accounting 101
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Online
2.00 Credits
Member Price: $89
Introduction to Governmental Accounting 101, is a 2-hour webcast that takes the participant on a whirlwind tour of governmental accounting basics, focusing on wetting the participant's appetite for more. This session will be the first of a series of webcasts, with each subsequent webcast delving deeper & deeper into governmental accounting basics.
The New Quality Management Standards: What Everyone Needs to Know
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Online
2.00 Credits
Member Price: $89
The AICPA issued the new Quality Management Standards as a part of its overall quality improvement initiative. This course will highlight the foundational principles within the new approach that everyone in the CPA firm should know.
Business Longevity: Stabilize, Strengthen & Succeed
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Online
4.00 Credits
Member Price: $149
Almost 50% of businesses that started five years ago are no longer in operation today. Controllers & CFOs can & must influence the longevity of their organization to improve their success rate. Jim will help you be aware & understand the answers to these issues: Can you describe the financial health of your company? Can you also explain what the financial health of your industry is? Do you know your Business Cycle compared to the industry business cycle? Do you have an executable plan? Do you know what the competitive, legal & technological landscape is currently & for the future? Is your organization aligned & incentivize to be successful? Jim has developed his groundbreaking Business Longevity concept as a keynote & a workshop & would be happy to speak to your organization on this topic. This session will focus on assessment (financial health, competitive environment), determination (effective business planning, including the future landscape) & execution (gettin' it done!)
Conflicts of Interest: Dealing With Ethical Dilemmas in Business & Industry
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Online
2.00 Credits
Member Price: $89
Ethics is complicated & conflicts of interest are more complicated. What are the various issues involved with conflicts of interest? What does the AICPA Code of Professional Conduct say? We will discuss several seemingly ordinary, everyday conflicts of interest & how we should be more aware that conflicts of interest are common. We will discuss the ethical priorities of a CPA & how to apply them. What should you do when facing a conflict of interest? What is the "secret weapon" to help mitigate conflicts of interest? The key to our profession remaining relevant is to maintain trust. Come & learn more about conflicts of interest & how we all can be even more trustworthy.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Applying the New Expected Credit Loss Model
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Online
2.00 Credits
Member Price: $89
All entities are subject to the new expected credit loss model established by recent GAAP. This course will provide highlights of the latest requirements for measurement, presentation & disclosure.
Accounting for Software
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Online
2.00 Credits
Member Price: $89
Software-related transactions continue to evolve, requiring careful analysis under U.S. GAAP. This two-credit course examines the accounting treatment of software costs, with a primary focus on internal-use software & emerging guidance. Participants will walk through the lifecycle of software development, including capitalization & expense recognition, amortization & impairment considerations. The course includes a focused review of ASU 2025-06 & its impact on accounting for internal-use software. Additional topics include accounting for website development costs, Software-as-a-Service (SaaS) arrangements & other cloud computing arrangements (CCAs), including implementation & hosting considerations. The course also addresses accounting for external-use software, including technological feasibility, capitalization thresholds & related revenue considerations. Through practical examples & case-based scenarios, participants will strengthen their ability to interpret authoritative guidance & analyze the financial reporting implications of software-related transactions.
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $109
You spent your life building retirement savings. Now you want to make sure your savings last the rest of your life & perhaps pass some on to the next generation. Come hear a veteran financial educator talk about money management & planning issues for this phase of your life.
K2’s Next Generation Excel Reporting
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Online
8.00 Credits
Member Price: $250
Unlock the full potential of Excel & transform your operational & financial reports like never before. With cutting-edge tools such as Data Models, Power Query, Data Analysis Expressions & Power Pivot, you can create powerful summaries & schedules in record time. Combine these with Excel's legacy features & you have a game-changing opportunity to elevate your reporting environment. Join our fast-paced seminar to discover the magic of Power Query & how it seamlessly links data into Excel data models, enabling more efficient & insightful reporting. Learn to incorporate Key Performance Indicators, Slicers & Timelines into your reports to enhance data analytics & understandability. Plus, master best practices for quickly & efficiently formatting your spreadsheets, giving them a polished & professional appearance. This course is a must for anyone using Excel for reporting processes. Elevate your skills & stay ahead of the curve with our expert guidance. You will truly learn how you can revolutionize your Excel-based reporting practices by participating in this session.
Audit Blind Spots in Modern Cloud: Risks Audits Keep Missing
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Online
1.00 Credits
Member Price: $39
As organizations rapidly adopt cloud platforms, traditional audit approaches often fail to identify the risks that matter most. This webinar explores common audit blind spots in modern cloud environments, including misconfigurations, identity sprawl, excessive permissions & ineffective continuous monitoring. Attendees will learn why checklist-based audits fall short in dynamic cloud environments & how leveraging Cloud Security Posture Management (CSPM) & risk-based audit techniques can significantly improve assurance. Practical examples will illustrate how auditors & risk professionals can enhance visibility, prioritize findings & provide stronger assurance to leadership.
Sticky Ethical Choices, featuring Bob Mims & Don Minges
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Online
1.00 Credits
Member Price: $39
If ethics were easy, then why do so many professionals have a Code of Conduct? Some Ethical decisions are easy, others are not. We will discuss several thorny ethical issues & the ramifications. What are the considerations & evaluation criteria to use? The need to carefully deliberate alternatives: is paramount. Be aware.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.20 Credits
Member Price: $39
This session provides HR Professionals with scripts for & tactics for coaching leaders in handling an array of employee relations situations with sensitivity, good judgment & high confidence. Topics include employee complaints, personality & attitude problems, performance counseling, personal hygiene problems, disability-related performance issues, misconduct due to mental conditions. You will learn how to use a unique process, "Reset the Clock," that prevents attorneys From taking something leaders did wrong or did not do in the past & using it to support legal challenges in the future. Liability is replaced with credibility. Lawsuits are then avoided rather than won. Financial assets are protected, morale stays high & bad publicity is averted. HR Professionals avoid hearing From senior leaders: "You should have anticipated this" after an avoidable legal claim.
The Controllership Series: The Controllers Role in Procurement Function
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Online
1.20 Credits
Member Price: $39
The procurement function is a critical area of organizations where spend is a top priority. The Controllership function is involved in spend management. It is logical that the Controller should take a role in working with the procurement function. The procurement function may report to various areas within an organization including the Chief Operating Officer (COO), Chief Procurement Officer (CPO), Chief Executive Officer (CEO) & the Chief Financial (CFO) or Accounting Officer (CAO). Regardless of the reporting line of the function, the accounting & controllership functions must have an integral understanding of all processes involved within procurement. This understanding assists the controller & accounting area in properly optimizing & controlling costs associated with the process.