WICPA CPE & Special Event Catalog
White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $89
According to the FBI, "white-collar crime is ... synonymous with the full range of frauds committed by business & government professionals ... characterized by deceit, concealment, or violation of trust .... The motivation behind these crimes is financial-- to obtain or avoid losing money, property, or services or to secure a personal or business advantage." CPAs can & should play a crucial role in preventing & detecting white-collar crime, as well as in prosecuting the perpetrators. This session will explore whether we are up to this challenge, heighten awareness regarding the CPA's role as a front-line defender of the public interest & assess whether we are deserving of the public trust we enjoy.
The AB5s of Employees & Independent Contractors
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Online
2.00 Credits
Member Price: $89
This course explores the tests used to determine whether a worker is properly characterized as an employee or an independent contractor for tax purposes, with a focus on the cost of getting it wrong & possible Section 530 relief. The game changing impact of the Dynamex case & AB5 will also be discussed. 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 terri.storer@acpen.com
Preparing & Reviewing Workpapers for Higher Quality Audits
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Online
4.00 Credits
Member Price: $149
This course will focus on preparing financial statement audit documentation critical for high quality audits that can pass peer review.
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.
K2's Dynamic Arrays In Excel
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Online
1.00 Credits
Member Price: $39
Dynamic arrays can be a tremendous time-saver in Excel, but most business professionals remain unaware of what should be a commonly used tool. With dynamic arrays you can reduce the time you spend creating & updating formulas & improve your accuracy at the same time. You can also take advantage of some innovative features associated with dynamic arrays to automate many calculations & data entry tasks. If you've yet to discover dynamic arrays, make plans to participate in this session to learn how you can take advantage of this terrific feature. If you're ready to transform your data into actionable insights & finally get the reports you need, this session is your game-changer. Join us & take control of your QuickBooks Online reporting like never before!
Exploring the 10 Types of Leadership: Styles & Strategies for Success
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Online
1.00 Credits
Member Price: $39
Leadership is not one-size-fits-all. Effective leaders understand that different situations, team dynamics & organizational cultures require different approaches. This course introduces ten distinct leadership styles & examines how each can influence team performance & organizational success. Participants will explore the characteristics, strengths & potential limitations of each leadership style. The course encourages self-reflection to help leaders recognize their own tendencies while identifying opportunities to adapt their approach when circumstances require it. Emphasis is placed on practical strategies for engaging teams, strengthening communication & building leadership capacity across the organization. Designed for current & emerging leaders, this course provides tools to better align leadership approach with team needs & organizational objectives.
Benefits & Best Practices for Telework
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Online
2.00 Credits
Member Price: $89
Prior to the COVID-19 pandemic, telework in state & local government was not often embraced as a form of employment. As the pandemic continues, governments are beginning to experience the benefits of remote work & are reevaluating hiring practices to offer more telework & hybrid work options, not simply as a result of an emergency. This course will review various telework options & best practices for success.
Recognizing Lies: How to Detect & Prevent
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Online
2.00 Credits
Member Price: $89
Trust is the glue that binds all relationships. Regardless, humans tell lies, a cruel fact. Every lie undermines trust & damages productivity. What signals indicate lies? How are the cues properly interpreted? How can you protect yourself From lies? Learn how to discern lies effectively. Do not be taken advantage of. Learn an established & proven process to uncover the truth.
Global Internal Audit Standards (GIAS) Domain II: Part II
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Online
2.00 Credits
Member Price: $89
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
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.
Common Sense CFO: Dealing With Ever Changing Accounting Standards & Strategy Demands
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Online
2.00 Credits
Member Price: $89
GAAP is changing at an increasing rate. Every successful organization has a sound strategy. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth & profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills & practical insights needed to effectively manage the complexities of ever-changing accounting standards & upgrade your essential strategic planning skills. Strategic skills are mandatory today. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will.
K2’s Microsoft Copilot, Including Agentic AI
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Online
2.00 Credits
Member Price: $89
Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. Microsoft Copilot for Accounting & Financial Professionals explores how AI-powered tools in Microsoft 365-like Excel, Outlook & Teams-can streamline workflows, enhance data analysis & improve client service. Learn how to harness Copilot to automate tasks, generate financial insights & collaborate more effectively, while maintaining compliance & data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work & prepare for the future of intelligent accounting.
Five Amazing Business Books in 100 Minutes
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Online
2.00 Credits
Member Price: $89
If you are efficient & want to learn lessons From the best in a short time, this seminar is for you. Popular speaker Don Minges will review the key lessons From five fantastic business books that will help you become more effective. The topics are; leadership, how to create a valuable business, how to turnaround a business, how to make terrific presentations & how do humans think? These lessons are valuable for every business leader.
World-Class Cost Accounting: A Practical Application
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Online
8.00 Credits
Member Price: $250
The first half of this course will help you gain an invaluable skill set to advance your career by learning how to design & apply a comprehensive cost accounting system modeled on a real company. This course shows you how to precisely identify all direct & indirect manufacturing costs for each product, link direct costs to their base drivers & recognize fluctuating variable & semi-fixed costs that are actually direct in nature. You'll also learn how to trace certain fixed costs to products, distinguish which fixed costs are directly assignable & apply budgeting techniques to establish accurate standard costs. The second half will help you enhance your career with an invaluable skill set in cost accounting. This program presents a comprehensive cost system based on a real company, guiding you through the accurate classification of manufacturing overhead costs. Learn to distinguish between true variable & fluctuating variable costs, identify fixed overhead costs that are direct or directly assignable & account for variances From standard costs. In this model, all manufacturing overhead costs are fully traced to products, providing practical insights you can apply directly in the workplace.
Deep Dive into Quality Management
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Online
2.00 Credits
Member Price: $89
Quality management represents a significant shift in how CPA firms design, implement & evaluate audit & attestation quality. This course provides a focused, practical deep dive into the quality management standards & related engagement-level requirements that firms are now operating under. The course covers SQMS 1 & SQMS 2, along with related engagement-level standards, including SAS 146, SAS 145, SSARS 26 & SSAE 23. Emphasis is placed on post-implementation responsibilities, including evaluating the effectiveness of quality management systems & addressing monitoring & remediation requirements. Participants will also examine engagement-level quality management responsibilities, including the auditor's responsibilities under SAS 146 & the engagement partner's responsibilities in SSARS engagements. The course is designed to help firms navigate the second phase of implementation, moving beyond design & rollout to ongoing evaluation, monitoring & continuous improvement.
Sub-Recipient Monitoring 2026: Understanding the Pass-Through Requirements for Managing & Monitoring Your Sub-Awards
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Online
2.00 Credits
Member Price: $89
The Uniform Guidance requirements for subrecipient monitoring & management were updated effective October 1, 2024, introducing new expectations for pass through entities overseeing federal awards. This session will provide practical guidance on implementing compliant subaward agreements, performing risk based monitoring & managing subrecipient financial performance in accordance with 2 CFR SS200.331-200.333. Attendees will also gain insight into indirect cost rate requirements, fixed amount & subaward agreements to strengthen oversight & prepare for federal agency or Single Audit reviews. Using fixed amount awards to solve an out-of-the-box solution.
The Power of a Good Story!
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Online
4.00 Credits
Member Price: $149
Storytelling makes wisdom stick.
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.
Understand Yours & Other People's Styles: Meet Them in the Middle & Be More Effective in Generating Great Results!
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Online
1.00 Credits
Member Price: $39
Understanding your own & the people style of others whom you are dealing with which can establish rapport more easily, help you become more persuasive & avoid miscommunication with the possibility of rubbing someone the wrong way. In our session, you will gain insights into your people style, ways to improve communication connectivity & how to understand your team's functionality (or more likely dysfunctionality).
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!