WICPA CPE & Special Event Catalog
Global Internal Audit Standards (GIAS) Domain III: Part II
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Online
2.00 Credits
Member Price: $89
The new Standards emphasize that quality performance requires conformance to the Standards. Each standard within Domain III specifically identifies the responsibilities of the CAE & the board, as well as joint responsibilities. The new Global Internal Audit Standards were released on January 9, 2024 & will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating & elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation & examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics & Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
Execute Your Strategy: Turn Planning into Results or Destroy it & Start Over…Again
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Online
2.00 Credits
Member Price: $89
Organizations that execute a wise strategy succeed; others are executed in the market. Many organizations invest significant time in strategic planning but fall short when it comes to execution. According to McKinsey, most fail to properly execute their strategy. This session explores the critical transition From strategy to performance while challenging outdated planning models & myths. We often do not think of strategy in the same context of longer-term organizational projects like ERP transitions or risk management. Why should you consider "killing" your current plan & building a new plan centered around financial performance? We will dive into the reasons strategy fails, uncover the practical tools for bridging the planning-performance gap & explore how strong financial integration enables strategy to succeed. We review insight into what works-- and what must be stopped immediately. The author uses CocaCola as a baseline to communicate elements of strategy & incorporates funny videos to highlight key points.
Independence Requirements for Auditors
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Online
2.00 Credits
Member Price: $89
Independence is a foundational requirement for CPAs in public practice & is critical to maintaining public trust in the profession. This course provides a practical overview of independence concepts & requirements as outlined in the AICPA Code of Professional Conduct, with an emphasis on real-world application. Participants will review key independence principles & common areas of risk, along with recently issued ethics interpretations From the Professional Ethics Executive Committee (PEEC) that impact independence requirements. The course focuses on how these interpretations apply in practice & discusses practical approaches firms & practitioners can use to implement & maintain compliance. Designed for auditors performing attest engagements, this course helps participants better understand independence requirements & navigate evolving guidance with confidence.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
K2’s Excel Charting And Visualizations
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Online
4.00 Credits
Member Price: $149
Are you tired of struggling to create compelling charts & graphs? Join our session & transform your data into stunning visualizations that captivate & inform your audience. This isn't just another seminar on basic charts; it's a comprehensive guide to mastering advanced, interactive & dynamic visualizations in Excel. In this session, you'll learn how to create visually appealing charts that are not only informative but also engaging. Discover the secrets to making your data come alive with interactive elements that ensure your audience understands & retains the information you present. Whether you're looking to enhance your communication skills or impress your stakeholders, this seminar is a must-attend. Don't miss out on the opportunity to take your Excel skills to the next level. Sign up now & start creating visualizations that make a lasting impact!
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.
Metrics Management Series
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Online
8.00 Credits
Member Price: $250
Metrics Management is a four-part series that answers the measurement, accountability & performance of our strategies & financials. The titles include: Metrics Management: Linking Strategy to Performance Description - Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement & execution. Participants will explore why there is no "perfect" metric, how strategy fails due to weak measurement & how financial & non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy & organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points & keep things entertaining. Metrics Management: Selecting the Right KPIs Description - Choosing the wrong metrics can create noise, confusion & unintended behavior. This session helps CPAs & CFOs identify & select meaningful KPIs that align with strategy & are understood by users. Participants will learn how to balance financial & operational metrics, tailor KPIs to responsibility centers & think like customers when designing performance measures. The session emphasizes simplicity, relevance & usability over volume & complexity. Humorous videos will be incorporated to drive home some key points & keep things entertaining. ____________________________________________________________________________________________________________________________ Metrics Management: Measuring Performance in the Real World Description - Designing metrics is only half the challenge-- making them work in practice is where most organizations struggle. This session focuses on applying metrics in real-world environments, including responsibility centers, profit centers & service organizations. Participants will explore output measurements, controllable versus non-controllable costs, cost allocation challenges & benchmarking. Case discussions illustrate how better information leads to better decisions & improved performance. Humorous videos will be incorporated to drive home some key points & keep things entertaining. Metrics Management: Dashboards, Performance Tools & Open-Book Management Description - Metrics only add value when they are communicated clearly & used consistently. This session focuses on dashboards, performance management tools & open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail & how transparency & trust improve performance. The session emphasizes visualization, communication & using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points & keep things entertaining.
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic & Don Minges
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Online
1.00 Credits
Member Price: $39
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today's competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Understanding the 4 W's in Budgeting: Who, What, When & Which?
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Online
2.00 Credits
Member Price: $89
This session introduces a structured approach to government budgeting using the four W's: Who, What, When & Which. Participants will explore WHO should be involved in the budgeting process, including internal teams & external stakeholders, while learning effective communication strategies to foster collaboration. The session examines WHAT the budgeting process entails, covering essential phases, components, legal requirements & common challenges. Attendees will also learn WHEN to engage the public through strategic planning, workshops & outreach initiatives. Finally, the session highlights WHICH departments play key roles, From financial planning to managing capital projects. By the end of this session, participants will have a comprehensive understanding of government budgeting & how to align financial planning with community priorities.
Small Business Risk Avoidance
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Online
4.00 Credits
Member Price: $149
Enterprise Risk Management for SMEs
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 Excel Essentials For Staff Accountants
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Online
8.00 Credits
Member Price: $250
Staff accountants often face unique challenges when working with Excel & their existing knowledge might not always meet their needs. This comprehensive eight-hour session is designed to bridge that gap & empower you with the essential skills to maximize efficiency & accuracy. Participate in this dynamic & engaging session & you will learn how to: Summarize data quickly & accurately, Generate stunning, professional reports, Create essential accounting calculations for depreciation, amortization & interest. We start with a quick overview of Excel best practices & dive into advanced topics like PivotTables, sophisticated formulas, Tables, formatting & working with dates. Our course is packed with accounting-centric examples to reinforce key learning points. Plus, you'll enjoy a "laptop-friendly" environment with access to all demonstration files. This seminar is a must for all staff accountants eager to enhance their Excel skills & transform their workflow. Don't miss out on this opportunity to elevate your Excel expertise & take the first step towards mastering Excel today!
K2’s QuickBooks Online For Accountants
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Online
8.00 Credits
Member Price: $250
Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved & thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants & business professionals are still unaware of the extensive features QBO offers. Unlock the advantages of the subscription model & learn how to leverage QBO to manage inventory, enhance internal controls, create presentation-quality financial statements & seamlessly migrate From QuickBooks Desktop or other accounting platforms. Join our dynamic session to explore the best practices for implementing, using & excelling with QuickBooks Online. Don't miss out on the opportunity to elevate your accounting game with this surprisingly robust platform!
Revenue Recognition: Topic 606 Overview
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Online
1.80 Credits
Member Price: $79
This session is the beginning in a series on the new revenue recognition standard. The standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process & industry. This course is designed to provide an overview of the technical guidance & outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step & then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step & provide example & scenarios that should be considered to properly apply the step.
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.
K2’s Excel Tips: Today’s Best Features
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Online
2.00 Credits
Member Price: $89
Wow! So many new Excel features & so little time! Microsoft continues to add tremendous functionality to Excel: the business professional's tool of choice. Yet most Excel users have not discovered these new tools & remain mired in yesterday's practices for working in Excel. In this session, you will learn how to use many of Excel's latest features to work more efficiently & effectively with your spreadsheets. Participate in this session to learn about recently released features such as PIVOTBY, GROUPBY, Office Scripts, integration with Copilot, new ways to share & collaborate in Excel & data entry & formula improvements. If you work with Excel: & who doesn't: this session is necessary to help you improve your efficiency & effectiveness when using Excel.
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.
Cash Flow Clarity: Effectively Communicate Cash Flows for your Board & C-Suite
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Online
2.00 Credits
Member Price: $89
The cash flow statement is one of the most confusing financial reports-- yet it has the potential to deliver the essential keys to understand business performance. After all, cash is still both king & queen! This session explores how to present, interpret & communicate cash flows effectively to help CEOs, boards & decision makers drive smarter results. By using the Sources & Uses format, professionals can make the statement more intuitive & actionable. Learn how to simplify cash flow information & focus discussions on what matters most: how cash is generated & deployed? We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood & we will show you how to fix that & include some amusing videos to drive the points home. We will use the Apple Corporation as an example company in presenting.
Ultimate Small Business HR Guide: Essential Tips for Success
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Online
1.00 Credits
Member Price: $39
As a small business owner or manager, navigating the complexities of HR can be challenging, but it's crucial for your company's success. This comprehensive webinar will provide you with practical, informative & encouraging tips to help you build a strong HR foundation for your small business. From recruitment strategies to employee retention, legal compliance to company culture, we'll cover all the essential aspects of HR that will contribute to your business's growth. Let's create a thriving workplace where both your business & your employees can flourish.
Common Sense CFO: Crisis Management, Innovation & Other Expectations Put on CFOs
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Online
2.00 Credits
Member Price: $89
The role of today's financial leader, including CFO, transcends traditional financial stewardship; it demands agility, innovation, crisis management & strategic foresight. This seminar will discuss the new, multifaceted skills & insights needed to excel in the dynamic role of modern finance. Through a blend of theory, research & practical exercises, participants will explore the diverse roles of a CFO as innovation champions, technology evangelists, crisis managers & change agents: leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will discuss the essential tools & insights to navigate the newer demands of financial managers with confidence & competence.
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.