WICPA CPE & Special Event Catalog
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Online
1.00 Credits
Member Price: $39
Technical expertise may get you in the door-but emotional intelligence (EQ) is what builds trust, earns loyalty and sustains lasting success. For CPAs, attorneys, financial professionals, bankers and insurance agents, your ability to navigate emotions-your own and others'-is often the difference between a good client interaction and a great one, between a team that functions and a team that thrives. This interactive course goes beyond theory and dives into real-world application. You'll uncover what emotional intelligence really is, why it matters more than ever in today's professional world and how to strengthen your EQ to improve performance, strengthen relationships and manage stress with confidence. You'll walk away with tools you can use immediately to transform how you lead meetings, manage conflict, build client trust and drive results-while also enriching your personal life. Whether you're looking to become a better leader, communicate with more clarity, or create meaningful client connections, this course gives you the insight and strategies to make it happen.
CFO Series: Accounting in the Age of AI: What to Know
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Online
2.00 Credits
Member Price: $89
Artificial intelligence is showing up everywhere, from "autonomous" general ledgers to AI-powered fraud detection and tax research agents. But for many leaders, these tools are either misunderstood or overhyped. Staff are concerned about being replaced. Managers are concerned about the use of AI causing chaos. This seminar gives CFOs, controllers, and tax professionals a grounded look at how AI is impacting real-world accounting departments. We'll explore how these tools work, what they can (and can't) do, and what finance leaders should be doing now to prepare their teams and processes for the changes that will happen.
Powerful Public Speaking
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Online
1.50 Credits
Member Price: $39
How you say what you say is more important than what you say. According to a UCLA study, 93% of a communicators effectiveness is based on non-verbal cues. This foundational program include a focus on the verbal, vocal and visual delivery techniques appropriate for the business environment, which can improve a speakers credibility, influence and impact. Depending on the course length other topics include; managing fear, organizing your presentation, increasing attention and interaction, handling questions, infusing humor, creating impactful visuals and more.
The Motives & Mystery of Ethics-Understanding the Why
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Online
2.00 Credits
Member Price: $79
Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the "why" behind ethics. This session will examine and define what ethics is and what it means to varying people in the workplace. Understanding what motivates people and understanding those people are key to both solving ethical dilemmas and workplace issues that can lead to greater job satisfaction and efficiency. To correct an issue, you need to delve into the root cause: the why?Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Advanced Cost Accounting: Eliminate Calculation Distortions
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Online
2.00 Credits
Member Price: $79
Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products and too little cost to difficult, low-volume "dog" jobs, putting an organization with inferior information at a significant competitive disadvantage. The secret to being the "smart competitor" is learning how to deal with overhead. This session will show you how to assign 16 key overhead categories. Whether you work in a wholesale, retail, healthcare, service or manufacturing business, you will find this session invaluable. Get your cost right and you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself.
Ethical Leadership: Power, Influence, Integrity & Trust
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Online
2.00 Credits
Member Price: $79
Leaders naturally wield power and influence. But, to avoid the temptation of abusing power, leaders must apply ethical behaviors for themselves and others. Words, actions and deeds which demonstrate integrity and trust yield the credibility that make others want to follow ethical leaders. Betraying trust can destroy careers, whole organizations and lives. This is why trust is a top prerequisite for principled and ethical leadership. Positive (and negative) influence is derived from the credibility trust brings. Ethical leaders who continually work to earn and keep trust reap enormous payback in all aspects of business including superior economic, competitive and strategic performance.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Online
1.00 Credits
Member Price: $39
Appreciation isn't a soft skill-it's a strategic advantage. In today's competitive professional landscape, your ability to express appreciation effectively can be the difference between retaining top talent, building strong client relationships and creating a thriving team culture-or not. This course introduces a powerful, research-backed framework for understanding how appreciation works-and how to use it to fuel performance, loyalty and engagement across your firm, practice, or department. Based on the work of Dr. Gary Chapman and Dr. Paul White, you'll explore the four core "languages of appreciation" and learn how to recognize and use them in a way that resonates with clients, colleagues and team members. The truth is, everyone wants to feel valued-but not everyone receives appreciation the same way. In this hands-on session, you'll discover your own appreciation style, learn to spot others' and develop practical tools to build a more energized, connected and committed workplace.
Controller Series: Technology: Must Have Excel Competencies
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Online
1.00 Credits
Member Price: $75
This session will cover what the accountants of today should know about Excel to improve their efficiency, access data and gain insights into the company, industry and economy.
HR's Role in Business Evolution: Strategy, Finance & Growth
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Online
2.00 Credits
Member Price: $39
This course is tailored for business leaders and HR professionals who want to enhance their strategic management skills and create actionable plans for success. You'll learn the overall strategic management process, how to develop both simplified and detailed business and strategic plans and the crucial role of corporate culture, leadership and staff development in driving or hindering strategic outcomes. Additionally, you'll explore how to leverage ChatGPT (Generative AI) as a powerful tool to improve your performance as a key business partner to the management team, helping you make data-driven decisions and enhance organizational effectiveness.
Addressing Misconduct
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Online
1.00 Credits
Member Price: $39
The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.
The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders & CFOs
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Online
2.00 Credits
Member Price: $79
In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.
Better Business Writing: Improve Your Speed & Quality
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Online
2.00 Credits
Member Price: $79
Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time and making it far more likely your reader will read and understand your message.
Mastering Charitable Remainder Trusts & Form 5227 ComplianceCompliance
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Online
2.00 Credits
Member Price: $79
Join us for an in-depth webcast on Charitable Remainder Trusts (CRTs) and the essential aspects of preparing Form 5227. This course will provide a comprehensive overview of CRTs, including their purpose, benefits and practical considerations. Moreover, we will delve into the intricacies of Form 5227, the informational return for charitable remainder trusts, ensuring you have the necessary knowledge to accurately complete and file this crucial document. During this webcast, Art Werner will guide you through the fundamental concepts of Charitable Remainder Trusts, illustrating how they can be utilized as a strategic tool for tax planning. We will explore various types of CRTs, their formation and the different scenarios in which they are most beneficial. A significant portion of the webcast will be dedicated to Form 5227, the reporting requirement for charitable remainder trusts. We will provide an in-depth analysis of the form's components, line by line, ensuring you gain a comprehensive understanding of the information it requires. From trust assets and income to distributions and charitable beneficiaries, we will cover each section, discussing common pitfalls and best practices for accurate reporting. Mr. Werner will address the recent updates and changes to Form 5227, enabling you to stay up to date with the latest compliance requirements. **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 and submit to kori.herrera@acpen.com.
The Competent Accountant: Mastering the Role of the Controller/ CFO
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Online
4.00 Credits
Member Price: $129
How do you raise your skills to the next level to master the Controller or CFO role? Welcome to a course that provides insights that align the CGMA Competency Framework. The course will examine each of the areas: Technical, Business, Leadership and People to increase your competency. How are your technical skills? Are you a traditional accountant or have you learned to expand your technical skills to go beyond "what are the financial numbers?" to "why did these financial results occur?" Are you able to use ratios to understand the business dynamics and the implications to change course or take corrective action? Are the systems that you implement and operate best practices or merely stop-gap solutions? How are your business skills? Can you set a vision? Can you develop a strategy? Do you understand the macroeconomic environment of your organization? Can you lead a major project to a successful conclusion? This session will explore the role of business as opposed to tracking the results of the business. How are your people skills? How good is your ability to influence others? How are successful are your negotiation skills? How well can you communicate? Are you a collaborator or a partner? This section will help accountants understand that it is people skills that drive the overall success of the accounting operations. Finally, how are your Leadership skills? Do you inspire staff or make them angry? Do you know why your staff work for your company and you? Do you understand what employees want from their position? Do you know how to deal with a difficult staff person? Can you lead difficult change? This session will help you recognize what leadership truly is as opposed to what passes for day to day management.
Mergers & Acquisitions: Tips & Speed Bumps to Avoid
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Online
2.00 Credits
Member Price: $79
Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals and their advisors identify, execute and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.
Inventory, Expense & Payroll Fraud
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Online
2.00 Credits
Member Price: $79
Inventory is a wonderful place to both hide fraud and commit fraud. The reasons that inventory is subject to so much fraud is the it is often very large, spread out over a large area and many people have access to it. When there are little or no internal controls related to inventory control, you are begging employees to steal it. No with so many ways to dispose of stolen inventory via the internet, i.e., EBAY, inventory fraud is much more appealing to a lot of individuals. The more common ways to commit expense fraud and how to cover it up will also be discussed. Travel and entertainment are some of the favorite areas of committing expense fraud. In addition, payroll fraud will be discussed. Although there are many ways to commit payroll fraud, it is very easy to prevent. This presentation is designed to familiarize the participants with the many ways to commit inventory, expense and payroll fraud, how to detect it and more importantly, how to prevent it.
The Role of Internal Audit in Enterprise-Wide Risk Management
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Online
4.00 Credits
Member Price: $129
Those charged with governance, with the assistance of internal audit, are responsible for overseeing the strategic direction of the organization and ensuring value is delivered to the entity's stakeholders. This course will provide guidance on fulfilling the responsibility for challenging how much risk and uncertainty to accept through the application of COSO's Enterprise Risk Management Framework.
Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Member Price: $59
This session describes a state agency's quality review of a not-for-profit organization's A-133 Single Audit. The case study describes the organization audited, its federally- and state-funded programs and the CPA firm retained to do the audit. Various anomalies in the financial statements alerted state officials to potential problems and a detailed quality review followed. Find out how the entity turned hundreds of thousands of dollars in bank overdrafts into hundreds of thousands of dollars of cash on its balance sheet. Explore other "creative" ways to deal with fixed assets, accounts receivable and related-party transactions. Were the auditors just sloppy, ignorant, negligent? Or were they active participants in producing fraudulent financial statements? You be the judge.
Common Sense CFO: Balance Sheet Issues Walk Through to Understand & Build Value
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Online
2.00 Credits
Member Price: $79
We mostly focus on the income statement, but what about other financial statements and countless other accounting concerns? This seminar is dedicated to breaking down common balance sheet issues, both on-the-books and off, that have an impact on our stakeholders and the value of the organization. Using practical analysis, we highlight several key tools in understanding and communicating the importance of the forgotten cornerstone of accounting: the balance sheet. Most notably, we dedicate time to the pressing issue of "unrecorded assets". This session is designed to also be fun and entertaining. This seminar stands on its own but is also part of the Common Sense CFO series.
The Controllership Series: The Future Role of the Controller Part II
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Online
1.50 Credits
Member Price: $59
This is a two-part series that discuss new trends and concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership team. The rapid pace of the evolving technological landscape has promoted changes in how accountants and financial professionals focus attention on strategy and modernize their roles to leverage digital technology. There is increased demand for enhancing flexibility into finance cycles and initiating real-time reporting and insights. These are the core attributes that will assist in transforming the work that controllership function performs. Is the financial controllership prepared to meet future business demands? The IMAr (Institute of Management Accountants) and Deloitte's Center for Controllership aimed to better understand the current state of controllership and expectations of future demands for controllers and accounting professionals. They conducted a survey in late 2022 and identified several trends. The survey takes a look at how prepared controllership is to meet future business demands. It also highlights some insights for leaders to consider that may increase their preparedness. It also identified areas of additional insight and questions to answer on the controllership transformation journey. In this segment, we will go through numerous concepts in detail.
