WICPA CPE & Special Event Catalog
Supervised AI Agents as Internal Audit Team Members
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Online
1.00 Credits
Member Price: $39
How should internal auditors & finance team leaders use Agentic AI? What are the dos & do nots? When deployed properly AI is wonderful. Can AI help with SOX testing? We review how to avoid the common mistakes that eliminate the benefits that AI can provide. Join us to learn about those expensive lessons. Agentic AI ('Artificial Intelligence') is rapidly being deployed by leading audit, compliance & finance teams. While AI agents are not yet replacing all of today's knowledge workers like auditors, accountants & IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth & scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk & compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors & IT security professionals to enhance efficiency, consistency & assurance quality. Of critical importance is training & supervision so that the AI agents accomplish their testing to mee the intended quality standards. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal & external assurance. Be prepared & learn From others.
Excel for Accounting Professionals Session IV: Conditional Summing & Lookups
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Online
2.00 Credits
Member Price: $89
Boosting productivity with Excel. For those unfamiliar with conditional summing, you're in for a revelation —it's an impactful technique that improves productivity in creating reports. You'll learn how to optimize Excel efficiency by managing duplicates, selecting appropriate shortcuts and performing lookups. Practical hands-on Excel learning exercises taught by highly engaging expert in the field You'll also deepen your skills and tackle real-world Excel workbooks that address the following: Benefits of using lookup functions over direct cell referencing A comprehensive exploration of the popular VLOOKUP function Techniques for removing duplicates to create a distinct set of report labels
The CPA's 2026 Guide to Cryptocurrency & Blockchain
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Online
2.00 Credits
Member Price: $89
We have passed the 15 year anniversary of the start of the cryptocurrency market with the release of Bitcoin in 2010. It is estimated today that 1 in 5 people in the U.S. trade in cryptocurrency. With the recent changes in the legislative landscape, this number is poised for substantial growth. In addition, there will be natural evolution towards "smart contracts" powered by AI and the integration of cryptocurrency as the payment mechanism. For these reasons, it is important for every CPA to have a baseline understanding of the cryptocurrency marketplace and the technology it is built on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
New Corporate Transparency Act Developments & Proposed FinCen Reporting Requirements for Real Estate Sellers
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Online
2.00 Credits
Member Price: $89
U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court From the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions & the court's decision in NSB. Also covered will be future implications for business entities & steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate & gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. 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.
World Class Cost Accounting: A Practical Application -- Part II 26-27
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Online
4.00 Credits
Member Price: $175
Build on the foundation from Part I and deepen your expertise by mastering the treatment of manufacturing overhead. Using the cost system of a real company, you'll learn to distinguish overhead costs that can be directly traced versus directly assigned and how to structure inventory cost pools for accurate product costing. Explore methods for handling deviations from normal manufacturing processes and see how all overhead costs can be systematically integrated into a comprehensive cost system. Completing Part I is highly recommended, as its principles carry forward into this advanced application. World Class Cost Accounting: A Practical Application - Part I
Accounting Industry Update 26-27
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Online
8.00 Credits
Member Price: $329
Stay current on recent changes in accounting and auditing. Review Financial Accounting Standards Board (FASB), U.S. Securities and Exchange Commission (SEC), Private Company Council (PCC), Public Company Accounting Oversight Board (PCAOB) and American Institute of Certified Public Accountants (AICPA) standard-setting activity in the current year. Implementation dates will be provided so you can plan for changes and the course will highlight the changes that will be implemented in the current year. Also, we'll discuss the difference between public and private company requirements.
K2's Advanced Excel 26-27
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Online
8.00 Credits
Member Price: $329
If you're ready to move beyond Excel's fundamental features, participate in K2's Advanced Excel. This course will teach you about collaboration options, security techniques, tables, data models, PivotTables and advanced formulas.
Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $55
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0 and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Fraud Busters: Controls to Prevent & Detect Fraud
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Online
2.00 Credits
Member Price: $89
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
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.
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions and probe possible weaknesses in criminal tax investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $89
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Leadership Skills of Tomorrow: Delegate & Listen
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Online
2.00 Credits
Member Price: $89
Mastering two leadership skills will decrease your stress and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Overcoming Tech Adoption Challenges in CPA Firms
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Online
1.00 Credits
Member Price: $55
The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks and building a technology-forward culture that enhances both efficiency and client value. Participants will explore the CPA Firm Digital Maturity Model to assess their firm's readiness for transformation, examine the evolving AI ecosystem specifically designed for accounting applications and discover how leading firms are leveraging AI to move beyond traditional compliance work toward high-value advisory services. The course addresses critical considerations for firms of all sizes, from solo practitioners to large regional firms, providing actionable frameworks for prioritizing technology investments, measuring success beyond traditional ROI metrics and developing the hybrid talent needed to thrive in an AI-enhanced future. Whether you're a firm leader hesitant about technology adoption or a forward-thinking professional ready to champion change, this course equips you with the knowledge and tools needed to navigate the technology revolution transforming the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
AI & Accounting in Manufacturing
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence (AI) is reshaping financial oversight in the global manufacturing sector. With factories evolving into digital ecosystems powered by intelligent automation, predictive analytics and edge computing, the role of accounting and finance professionals is rapidly transforming. Participants will explore how AI technologies intersect with core financial functions-cost accounting, audit, tax compliance and financial planning-while enabling real-time reporting, fraud detection and predictive decision-making. Drawing on current global trends and real-world case studies, the course offers actionable insights into integrating AI into financial operations, elevating the strategic role of accounting in manufacturing enterprises. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Surgent's Performing an Effective Audit Risk Assessment
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Online
4.00 Credits
Member Price: $159
Recent feedback from the AICPA has emphasized the importance of performing an effective risk assessment to identify and evaluate the risk of material misstatement in a financial statement audit. SAS 145, the 2023 amendment to AU-C 315, makes significant changes to the extant risk assessment standard and certain changes to other standards as well. The amendments clarify confusion that the AICPA believes auditors experienced under the existing standard and also conforms, for the most part, to the IAASB standard on the same topic. SAS 145 has been effective for two years now starting with December 31, 2023 audits. This course will focus on how to perform the risk assessment process under the new standard, providing participants with a summary of the changes to existing guidance. It will discuss linking the results of the risk assessment to further testing (internal control and substantive testing) and procedures performed in concluding on the evidence obtained. In addition, it will also discuss documentation and audit communications.
Conducting a Remote Audit
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Online
4.00 Credits
Member Price: $139
Auditing for today's world. Remoting auditing is happening everywhere you turn. Understanding the considerations for a remote audit and the specific techniques for performing the engagement will help you integrate remote auditing into your practice. You will learn how to: Leverage the benefits of remote auditing Manage the team, client and audit process remotely Identify engagement-wide procedures from client acceptance through report issuance when remote auditing Identify and obtain audit evidence for generally material accounts
Let's Play The 90 Day Money Game!
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Online
4.00 Credits
Member Price: $149
The key to building a long-lasting relationship with your clients is to become more than just their accountant. Your clients already trust you with their tax & compliance work, but why not take it to the next level. By learning how to play the 90-day money game, you can help your clients elevate their income & take their earning power to the next level. Once you master the philosophy & practical tools for yourself, they can be easily shared with your own clients. Many clients silently suffer financially & are afraid to ask for help. By helping them play their own 90 day money game, you can support their financial wellbeing & turn good clients into GREAT ones! Here's how it works: Take your money challenges & turn them into money confidences by playing the 90-day money game. We will address three areas: INCOME: creating & working toward a Bold Money Goal IMPACT: expanding your reach in the world with clients & contacts INNER PEACE: turning the stress around income creation into a fun, peaceful experience. Reclaim your personal power around this important topic! Don't stay stuck in your story, waiting for the outside world to change before you claim your financial success. Action that is fueled by stress is inefficient & exhausting. Learn how to take action From inspiration. Discover a new way to think about money creation & nourish yourself in the process. Remember...You are you OWN economy. Learn how to create this reality now! The next 90 days will pass by one way or the other: let's decide to use that time in a clear & direct way to create a Money Breakthrough! Learn this winning philosophy for yourself & then use these principles & tools in your work with clients.