WICPA CPE & Special Event Catalog
Sarbanes-Oxley Overview
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Online
1.60 Credits
Member Price: $79
Sarbanes-Oxley legislation. Although there have not been any changes in the legislative concepts of the law since its release in 2002, some aspects of executing the work have evolved. Sarbanes-Oxley was passed in 2002 & year one of attestation for publicly traded companies was 2004. Years later the legislation continues to challenge companies, auditors & compliance professionals when evaluating a company's control structure. SOX 404, although the most prominent, is only one of the many requirements covered under the legislation. In addition, the impetus of COSO 2013 has re-focused companies' efforts on evaluating their key controls. Companies must continually evaluate whether they have designed & identified the proper controls & have adequate tests in place to determine control efficiency. With the evolution of technology solutions, the impact of information systems changes must be continually evaluated to ensure controls are adequately addressed.
Global Internal Audit Standards (GIAS) Domain V: 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
Individual Tax Update 2026: Cases, Rulings & Real-World Impact
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Online
2.00 Credits
Member Price: $89
Tax law continues to evolve-- and so do the risks & opportunities for individual taxpayers. This 2026 update examines the most important cases, IRS rulings & administrative guidance From the past year, translating complex developments into practical takeaways. Learn how new interpretations affect deductions, credits, reporting obligations, controversy issues & tax planning strategies. Walk away with tools you can immediately apply in practice. 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
Big Picture Mega-Trends, Big Data & World We Now Face
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Online
2.00 Credits
Member Price: $89
It is easy for us to get caught up in our work, but it is better to examine the 'big picture' by studying the outside factors that impact our business beyond our internal processes & day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us & the organization. This session is designed to review many of these current trends, while thinking & discussing how these trends can impact our organizations & us. This is a fun & lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize.
Ethical Leadership: Guiding Principles When Others Falter
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Online
2.00 Credits
Member Price: $89
This is a compelling course designed to strengthen the ethical foundations of experienced accountants in leadership roles. This course delves into the challenges and responsibilities of maintaining high ethical standards in complex & pressure-filled business environments. Participants will explore key concepts of ethical decision- making, the impact of leadership on organizational integrity & strategies for fostering an ethical culture even when external behaviors fall short of these standards. Through engaging lectures, dynamic discussions & real-world scenarios, this course equips leaders with the skills necessary to act as ethical pillars within their organizations, ensuring their actions influence positive change & uphold the highest standards of professional conduct.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
CFO & Controller Critical Skills: Budgeting & Forecasting
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Online
2.00 Credits
Member Price: $89
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's IT Governance & Risk Management
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Online
2.00 Credits
Member Price: $99
This course covers the key components of IT governance and risk management through interactive discussions and hands-on activities. By the end of the course, participants will have a thorough understanding of the function of IT governance within an organization, including roles and responsibilities and key frameworks. In addition, participants will learn about IT risk identification and assessment methods and IT general and application controls. Business process management and change management will also be discussed.
The Power of a Good Story!
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Online
4.00 Credits
Member Price: $149
Storytelling makes wisdom stick.
Building a Better Budget in a Time of Uncertainty
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Online
4.00 Credits
Member Price: $149
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget - so that it can inform and drive decision-making when we don't quite know what is ahead. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2’s Excel Charting And Visualizations
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Online
4.00 Credits
Member Price: $149
Are you tired of struggling to create compelling charts & graphs? Join our session & transform your data into stunning visualizations that captivate & inform your audience. This isn't just another seminar on basic charts; it's a comprehensive guide to mastering advanced, interactive & dynamic visualizations in Excel. In this session, you'll learn how to create visually appealing charts that are not only informative but also engaging. Discover the secrets to making your data come alive with interactive elements that ensure your audience understands & retains the information you present. Whether you're looking to enhance your communication skills or impress your stakeholders, this seminar is a must-attend. Don't miss out on the opportunity to take your Excel skills to the next level. Sign up now & start creating visualizations that make a lasting impact!
Unlocking the Value: IRS Tax Credits for Businesses & Individuals
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Online
4.00 Credits
Member Price: $149
This course explores federal tax credits available to both individual taxpayers & business entities. Participants will review how tax credits function within the federal tax system & examine eligibility requirements, documentation standards & compliance considerations when claiming credits. The program discusses common credits available to individuals & businesses & reviews how recent legislation & IRS guidance have affected credit opportunities. Through practical discussion & examples, the course addresses strategies for identifying & evaluating credits that may apply to various taxpayer situations. Participants will also review substantiation requirements, audit considerations & common pitfalls that arise when claiming credits. 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
Ethics: Court Orders, Confidentiality & Compliance
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Online
2.00 Credits
Member Price: $89
Tax professionals often find themselves navigating complex ethical terrain when responding to court-ordered summonses, especially in emotionally charged settings like divorce. This course explores the ethical obligations and legal boundaries that govern the disclosure of taxpayer information, with a focus on IRC 7216 and 6713, Circular 230 and the Gramm-Leach-Bliley Act (GLBA). Through scenario-based learning and practical analysis, participants will examine how ethical principles intersect with legal mandates and how to maintain professional integrity when faced with conflicting client interests, ambiguous court orders, or pressure to over-disclose. This course emphasizes informed consent, scope limitations and the preparer's duty to protect confidentiality even when disclosure is legally permitted. This course provides the tools and frameworks needed to make sound decisions, avoid regulatory pitfalls and uphold the highest standards of practice in sensitive legal contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
The Risks of Artificial Intelligence: Part I
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Online
1.60 Credits
Member Price: $79
Artificial Intelligence (AI) is rapidly transforming industries & redefining how organizations operate. While the benefits of AI-efficiency, automation, data-driven insights & innovation-are significant, the risks are equally profound & demand careful consideration. AI introduces a range of technical risks, such as bias, lack of transparency, data dependency & vulnerability to manipulation. Ethical risks arise in the form of workforce disruption, diminished accountability, potential misuse & the erosion of human autonomy. On a broader societal scale, AI threatens to widen inequalities, accelerate disinformation & erode trust in institutions, while raising concerns of cultural homogenization & disproportionate power concentration among a few entities. Governance challenges further complicate the landscape, as regulation struggles to keep pace with technological advances & questions emerge about the long-term safety & alignment of advanced AI systems. Leaders & organizations must recognize that AI is not only a technological innovation but also a strategic risk management issue. Responsible adoption requires robust governance, transparent & ethical frameworks, ongoing monitoring & human oversight. By proactively addressing these risks, organizations can balance innovation with accountability, safeguard trust & position themselves for sustainable success in an AI-driven future. Note: This is Part 1 in a two-part series on the risks of AI
Nonprofit Tax Rules After OBBA: From Regulation to Reporting
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Online
2.00 Credits
Member Price: $89
This course provides a comprehensive overview of nonprofit tax compliance in the evolving regulatory landscape following OBBA. Participants will examine the legislative changes impacting tax-exempt organizations, with a focus on governance, reporting obligations, unrelated business income, executive compensation & compliance risk management. Attendees will learn how to translate regulatory requirements into accurate reporting & sound organizational policy. 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
Analyzing Financial Statements
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Online
2.00 Credits
Member Price: $89
This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Yellow Book Ethics
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Online
2.00 Credits
Member Price: $89
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Supporting Mental Wellness to Thrive in Work & Life
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Online
2.00 Credits
Member Price: $89
In today's fast-paced world, maintaining a healthy work-life balance is essential for mental wellness. This course is designed to provide practical tools and strategies to help you create a balanced, fulfilling life. You'll learn actionable techniques for improving sleep hygiene, incorporating proper nutrition, fostering open communication and managing stress. Whether you're struggling with burnout, seeking better work-life harmony, or simply looking to improve your overall well-being, this course offers valuable insights and tools to help you thrive. Designed to fit into your busy schedule, it delivers the guidance you need to make practical, sustainable changes in your life, starting today. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Revenue Recognition: Topic 606 Overview
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Online
1.80 Credits
Member Price: $79
This session is the beginning in a series on the new revenue recognition standard. The standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process & industry. This course is designed to provide an overview of the technical guidance & outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step & then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step & provide example & scenarios that should be considered to properly apply the step.
From Numbers to Narrative: Effectively Presenting Your Budget & Reporting
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Online
2.00 Credits
Member Price: $89
Perhaps the most important element of the budget process is its communication. If management does not understand the budget: there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations & will identify key problems in how people often communicate financial plans. Presenting your budget & reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable & educational.
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Member Price: $89
Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics & entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive & sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert. We will discuss proven methods to better understand introverts, how to manage them & how to get the most out of their amazing talents. If you want to enhance your leadership skills, this seminar is for you.
