WICPA CPE & Special Event Catalog
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes & Penalties
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Online
2.00 Credits
Member Price: $99
Required minimum distributions (RMDs) must begin for the year in which the account owner reaches age 72 (older if they were born after 1950). RMDs must also be taken from inherited accounts and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. Failure to comply with the RMD rules will result in the account owner owing the IRS an excess accumulation penalty on any RMD shortfall. Interested parties must understand the compliance requirements that apply to RMDs to be able to assist in ensuring that penalties are avoided. Additionally, the recent changes that affect RMDs must be considered when advising clients about their RMD obligations.
2025 Mid: Year Tax Update: Planning for Individuals
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Online
4.00 Credits
Member Price: $149
The new administration has proposed significant tax policy changes that may impact individual taxpayers & financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, regulatory changes & potential future reforms. Participants will explore the implications of proposed tax cuts, adjustments to Social Security & retirement taxation & potential modifications to deductions & credits. The course also examines ongoing discussions about IRS restructuring & the expansion of tax incentives for American businesses & families. With a focus on practical strategies, this course equips tax professionals with the tools to help clients prepare for these changes before year-end. Whether addressing Form 1040 issues, capital gains planning, or income & estate tax considerations, participants will gain insights to help clients make informed decisions. 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
Habits That May Keep You From Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
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Online
4.00 Credits
Member Price: $149
In this course, we will discuss what derailer habits keep you From achieving your fullest potential & deserving place.
How Recent Auditing Standards Improve Risk-Based Audits
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Online
4.00 Credits
Member Price: $149
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Federal Tax Update: Individuals (Form 1040)
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Online
8.00 Credits
Member Price: $300
With the increasing complexity & ever-changing nature of tax laws & issues, today's accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities & pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly & have a successful Federal individual income tax filing season. 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
Surgent's Audit Skills Training Level II: Preparing for Increasing Responsibilities in Public Accounting
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Online
8.00 Credits
Member Price: $279
As you rapidly gain experience in the auditing profession, the responsibilities of the staff accountant grow exponentially. Progressing from the base-line audit skills covered in Level 1 training that allow a new auditor to perform their roles, Level 2 training covers those skills that are required for experienced staff accountants who need to audit more complex and subjective areas, such as accounts receivable and investments and to plan and appropriately perform sampling and analytical procedures. Redesigned to provide the relevant content to staff accountants when they need it, the Level 2 reviews the underlying accounting concepts of these often-complex areas and, through examples and exercises, discusses the relevant audit procedures required by professional standards. The course is designed to allow the staff auditor to capitalize on their prior experiences and apply them in new areas, as they continue their career advancement. IMPORTANT NOTE: This course takes place over two consecutive days. Registration for both days is required.
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.
No Tax on Overtime: Payroll Compliance
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Online
2.00 Credits
Member Price: $89
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules and strategies to avoid common pitfalls in wage and hour audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Corporate Finance Technology Selection: Practical Frameworks
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Online
1.00 Credits
Member Price: $55
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations and AI-enabled tools) can dramatically improve close speed, forecasting and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Finding Errors in Excel Spreadsheets
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Online
2.00 Credits
Member Price: $89
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Clarifying Risk Assessment - SAS 145 & Beyond 26-27
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Online
4.00 Credits
Member Price: $175
This course is designed to refresh your understanding of the critical importance of risk assessment in the audit practice. We'll briefly discuss the impact of AICPA's Clarity Project for audits and the need to update firm processes to incorporate the risk assessment standards. Participants may alternatively need to fine-tune an implementation of the risk assessment standards. These standards are designed to eliminate the connect-the-dots methodology of checklist auditing and add critical thinking back into the audit process. They remain a problem area for many firms, resulting in engagement and peer review deficiencies. This course has been updated to include a more in-depth discussion of SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement. We will break down this complex and misunderstood subject with an easy-to-understand approach.
Form 5500 Annual Update 2026
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Online
4.00 Credits
Member Price: $175
It's essential to stay current on Form 5500 filing rules and requirements. Get a practical review of Form 5500, including 5500SF and 5500EZ. We'll discuss the changes for 2025 and how different government agencies use the form to target enforcement efforts. We'll review the related schedules, how to report late contributions and what to do if your clients miss a filing deadline.
Revenue Recognition for Private Entities 26-27
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Online
4.00 Credits
Member Price: $175
Revenue involves significant risks that warrant special consideration during audits. The Financial Accounting Standards Board (FASB) has issued a new standard—"Revenue from Contracts with Customers" that replaces most industry-specific revenue recognition requirements in US GAAP. A new principles-based, five-step revenue recognition model now applies. Recent disclosures of qualitative and quantitative information, significant judgments and changes in judgments are also required. New systems, processes and controls may be needed. Poor design or implementation may pose heightened risks of material misstatement, including those due to fraud.
Vows Made Visible: Ethics & the Call of the Profession 26-27
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Online
4.00 Credits
Member Price: $175
Learn various codes of professional conduct and standards of ethical conduct, recent cases involving professional responsibility for the accounting profession, ethical frameworks and more. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Vows Made Visible: Ethics & the Call of the Profession 26-27
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Online
4.00 Credits
Member Price: $175
Learn various codes of professional conduct and standards of ethical conduct, recent cases involving professional responsibility for the accounting profession, ethical frameworks and more. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
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.
Preparation, Compilations & Reviews--A Practical Workshop 26-27
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Online
8.00 Credits
Member Price: $329
Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how to perform these services. This interactive workshop is designed for practitioners in small and medium-sized CPA firms and will include a lecture with generous time for questions and case studies.
K2’s Excel PivotTables For Accountants
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Online
8.00 Credits
Member Price: $250
Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting & financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge, then this course is for you! In this dynamic & engaging session, you'll master how to: Build PivotTables From scratch, Group data inside PivotTables, including options for fiscal periods, Create user-defined calculations in your PivotTables. We start with the fundamentals & quickly move to advanced techniques, including: Building PivotTables that consolidate data From multiple ranges, Connecting PivotTables dynamically to external databases & financial accounting systems, Leveraging other Excel features associated with PivotTables, such as Slicers, Power Query & Power Pivot. This seminar is a must for anyone eager to enhance their Excel skills & transform their workflow. With guidance & coaching From your K2 instructor, you'll be ready to use PivotTables to analyze & report on extensive data sets in a fraction of the time you spend completing such tasks.
Securing Your Data with a Password Management App: Updated
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Online
2.00 Credits
Member Price: $89
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.