WICPA CPE & Special Event Catalog
Surgent's Foundations of Cybersecurity for Financial Professionals
Available Until
Online
2.00 Credits
Member Price: $436
This course introduces key cybersecurity concepts tailored for financial professionals. It emphasizes the CPA's role in cyber risk management, key terminology and practical steps to foster a security mindset, integrating cybersecurity with financial reporting. Note: This is an on-demand webcast self-study course.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Available Until
Online
4.00 Credits
Member Price: $316
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.Note: This is a downloadable self-study course.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
Available Until
Online
4.00 Credits
Member Price: $516
Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.Note: This is an on-demand webcast self-study course.
Surgent's Fraud 101: Understanding Basic Fraud Schemes
Available Until
Online
2.00 Credits
Member Price: $356
This course will discuss common fraud schemes found in business transactions. The course also includes a conversation with Nathan Mueller, a reformed white-collar offender who committed financial statement fraud from a large financial institution. This is the first of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combination of lectures, animated videos and live interviews with white-collar offenders and whistle-blowers. Each course is designed to be engaging and informative and will enhance your understanding of fraud.Note: This is an on-demand webcast self-study course.
Surgent's Fraud Basics: Protecting the Company Till
Available Until
Online
4.00 Credits
Member Price: $129
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud. The course will also explore the dark net and cryptocurrency fraud.Note: This is an on-demand webcast self-study course.
Surgent's Fraud Basics: Protecting the Company Till
Available Until
Online
4.00 Credits
Member Price: $703
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud. The course will also explore the dark net and cryptocurrency fraud.Note: This is a downloadable self-study course.
Surgent's Fraud Case Studies: Schemes & Controls
Available Until
Online
4.00 Credits
Member Price: $316
Fraud is prevalent - especially since COVID-19 relief packages passed by legislatures around the world opened the till. The overwhelming majority of fraud cases are never publicized. In this course we will build on our knowledge of why people commit fraud to dissect the schemes and discuss transactional controls to help stop fraud faster.Note: This is a downloadable self-study course.
Surgent's Fraud Case Studies: Schemes & Controls
Available Until
Online
4.00 Credits
Member Price: $516
Fraud is prevalent - especially since COVID-19 relief packages passed by legislatures around the world opened the till. The overwhelming majority of fraud cases are never publicized. In this course we will build on our knowledge of why people commit fraud to dissect the schemes and discuss transactional controls to help stop fraud faster.Note: This is an on-demand webcast self-study course.
Surgent's Fraud Environment
Available Until
Online
2.00 Credits
Member Price: $356
Fraud is all around us, though many times we miss it. As accountants, we have a professional responsibility to detect material fraud. However, our ability to detect fraud is directly related to our understanding of how fraud occurs, how prevalent it is and what types of procedures allow both accountants and companies to detect fraud before it becomes material. In addition to providing a quick update on recently issued accounting and auditing standards, this course will review the latest fraud statistics compiled by the Association of Certified Fraud Examiners (ACFE) and see how COVID-19 has impacted the fraud landscape. Then the course will review our professional responsibilities to both detect fraud and to report actual or suspected fraud, plus identify which procedures are most effective at identifying and preventing fraud. Note: This is an on-demand webcast self-study course.
Surgent's Fraud In Single Audits
Available Until
Online
4.00 Credits
Member Price: $516
With all the planning, procedures and reporting involved in a single audit, sometimes things can slip through the cracks. But what if the thing that slips through is fraud? Compiled from news releases, court records and the thrilling annals of the Federal Audit Clearinghouse, this course tells the tale of six real-world frauds which seemingly dodged detection in the single audit process. Leveraging the incredible gift of hindsight, this course is designed to raise your awareness and sharpen your focus on the potential for fraud in single audits!Note: This is an on-demand webcast self-study course.
Surgent's Fraud Risk Assessment Basics
Available Until
Online
2.00 Credits
Member Price: $356
The financial statement auditor's overall objectives are to obtain reasonable assurance as to whether the financial statements are materially misstated due to fraud or error and to issue a report that includes an opinion. As noted in the independent auditor's report, the risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. This module will highlight the audit procedures required by professional standards to assess the risk of fraud and perform further procedures in response to fraud risk. (Please Note: This module is part of Surgent's Audit Skills Training: Level II.)Note: This is an on-demand webcast self-study course.
Surgent's From Numbers to Narratives: Mastering Data Analysis for CPAs
Available Until
Online
2.00 Credits
Member Price: $436
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight and strategic advisory skills. This course explores the "why" behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive. This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications - such as Excel, Power Query, Power BI, OneDrive and Teams - can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency. Note: This is an on-demand webcast self-study course.
Surgent's Fundamentals of Internal Controls
Available Until
Online
2.00 Credits
Member Price: $356
Obtaining an understanding of the entity and its environment is critical part of assessing the risk of material misstatement. The auditor obtains an understanding of internal controls by evaluating the design and implementation of key controls over relevant systems as well as entity level and financial reporting controls. This module will provide the participant with an understanding of how to perform the work and document the understanding. Participants may also want to register for the audit skills module on testing internal controls. (Please Note: This module is part of Surgent's Audit Skills Training: Level I.)Note: This is an on-demand webcast self-study course.
Surgent's Fundamentals of Public Charity Taxation & Form 990
Available Until
Online
4.00 Credits
Member Price: $516
If you work for or with not-for-profit entities and have questions about the IRS Form 990, Return of Organization Exempt From Income Tax and the related schedules, this is the course for you! The program focuses on common issues that professionals will likely encounter when they prepare the Form 990 and additional tax rules applicable to not-for-profits.Note: This is an on-demand webcast self-study course.
Surgent's GAAP Hot Topics: What You Need to Know
Available Until
Online
16.00 Credits
Member Price: $1116
This course provides an overview of several of the key accounting and reporting topics within U.S. GAAP. This includes a discussion of accounting for business combinations, revenue recognition principles and leasing transactions. This course also addresses topics such as goodwill impairment, segment reporting, how to account for software (both internal-use and for resale) as well as requirements related to accounting changes and error corrections.Note: This is a downloadable self-study course.
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs & Controllers
Available Until
Online
4.00 Credits
Member Price: $516
All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate and that has proven to be the case in all areas of finance, management and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the "financial hero" of your organization and make a positive impact on the bottom-line.Note: This is an on-demand webcast self-study course.
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs & Controllers
Available Until
Online
4.00 Credits
Member Price: $316
All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate and that has proven to be the case in all areas of finance, management and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. This year, we will take a special interest in the opportunities and threats of AI for the finance professional. Become the "financial hero" of your organization and make a positive impact on the bottom line.Note: This is a downloadable self-study course.
Surgent's General Ethics for Tax Practitioners
Available Until
Online
2.00 Credits
Member Price: $196
This two-hour course covers most of the specific ethical considerations that come into play as a practitioner in the eyes of the Internal Revenue Service. The IRS intends to revise Circular 230, the core of this course. Stay tuned.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.Note: This is a downloadable self-study course.
Surgent's Generative AI & Cybersecurity: Opportunities & Threats
Available Until
Online
2.00 Credits
Member Price: $436
This course explores how generative AI is revolutionizing cybersecurity. It highlights opportunities, such as enhanced threat detection and risks, including AI-driven phishing and malware, particularly in financial contexts. Note: This is an on-demand webcast self-study course.
Surgent's Generative AI in Accounting & Prompt Engineering
Available Until
Online
2.00 Credits
Member Price: $356
This course explores generative AI (genAI) and prompt engineering and the relevance of these tools to accounting. The course will explain how generative AI differs from non-generative AI and help participants to understand current use, limitations and risks associated with genAI integration in audits and financial reporting. The course will also explore best practices for writing prompts and common prompt engineering tools and techniques.Note: This is an on-demand webcast self-study course.