WICPA CPE & Special Event Catalog
The Art of Marketing for CPAs
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Online
4.00 Credits
Member Price: $149
To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions & more money go to those who are the best marketers, rather than the most competent accountants. In this fascinating & fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing.
BUNDLE: CFO Series: August 2026
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Online
8.00 Credits
Member Price: $249
This series includes four 2-hour consecutive Friday sessions, airing live beginning August 7, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course. You receive significant savings when purchasing these webinars as a bundle. The CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to attend multiple webinars of CPE with a single decision. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions and team exercises.
Bytes, Bias & Balance: Data Ethics for Savvy Accountants
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Online
2.00 Credits
Member Price: $89
This course explores the transformative role of artificial intelligence (AI) in accounting and auditing, highlighting its vast potential while addressing the associated risks and ethical considerations. Participants will discover how to harness AI tools to enhance efficiency and innovation, while mitigating challenges such as overreliance, data security vulnerabilities and ethical dilemmas. Through case studies and interactive discussions, you'll gain practical skills to navigate AI complexities, ensure trustworthy outputs and uphold ethical standards in today's fast-paced digital environment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Volume to Value: A New Era of Precision Hiring in Accounting
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Online
1.00 Credits
Member Price: $55
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to "precision hiring" as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact performance-critical thinking, professional communication and AI ethics awareness. The course explains how AI-enabled recruiting tools can support candidate screening, assessment and retention forecasting and why firms that do not modernize their hiring approach may struggle to compete for top talent. Participants will leave with practical approaches to competency-based assessment, ethical guardrails for AI use in hiring and a high-level implementation roadmap with metrics to evaluate quality of hire, performance and retention. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Exercise Your Ethics: Techniques to Improve Ethical Response
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Online
2.00 Credits
Member Price: $89
Many courses highlight ethical failures - this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical "muscle" is ready for any dilemma. This course incorporates ideas from leading ethical authors and includes data from the ACFE Report to the Nations. 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.
Sub-Recipient Monitoring 2026: Understanding the Pass-Through Requirements for Managing & Monitoring Your Sub-Awards
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Online
2.00 Credits
Member Price: $89
The Uniform Guidance requirements for subrecipient monitoring & management were updated effective October 1, 2024, introducing new expectations for pass through entities overseeing federal awards. This session will provide practical guidance on implementing compliant subaward agreements, performing risk based monitoring & managing subrecipient financial performance in accordance with 2 CFR SS200.331-200.333. Attendees will also gain insight into indirect cost rate requirements, fixed amount & subaward agreements to strengthen oversight & prepare for federal agency or Single Audit reviews. Using fixed amount awards to solve an out-of-the-box solution.
The Role of Internal Audit in Enterprise-Wide Risk Management
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Online
4.00 Credits
Member Price: $149
Those charged with governance, with the assistance of internal audit, are responsible for overseeing the strategic direction of the organization & ensuring value is delivered to the entity's stakeholders. This course will provide guidance on fulfilling the responsibility for challenging how much risk & uncertainty to accept through the application of COSO's Enterprise Risk Management Framework.
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.
Estate Planning for Today & Beyond
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Online
8.00 Credits
Member Price: $250
Estate planning continues to evolve & staying informed about the latest trends & strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on current issues. Participants will explore cutting-edge techniques, emerging legal considerations & industry developments to ensure they are equipped with the knowledge & skills to create effective estate plans that withstand the test of time & safeguard their clients' legacies. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab & submit to kori.herrera@acpen.com
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs
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Online
2.00 Credits
Member Price: $89
ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it a tool that every CPA should have a basic understanding of how to use and apply in business. This course will provide a comprehensive review and demonstration of how to put ChatGPT to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of ChatGPT on your computer. Practice files will be provided so you don't have to expose your confidential data. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Progressive Management Accounting
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Online
2.00 Credits
Member Price: $89
Traditional managerial accounting has often been criticized as ineffective & in some cases even misleading, leaving many line managers skeptical of the information it provides. Modern management accounting addresses these shortcomings by developing precise cost-per-unit metrics that support budgeting, cost analysis & performance control. Activity-Based Costing (ABC) enhances accuracy by tracing costs through cause-and-effect relationships rather than relying on broad overhead allocations. This fact-based approach delivers clear visibility into true profit margins across products, service lines, sales channels & customers. In addition, ABC empowers organizations to reduce costs & improve productivity by reporting unit costs that track trends & benchmark performance against competitors. By moving beyond outdated accounting methods, organizations can unlock significant strategic & financial advantages.
Topic 842: FASB's Lease Accounting Standard Update
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Online
2.00 Credits
Member Price: $89
It's a whole new world for lessees under ASC topic 842. Soon nearly all leases will need to be disclosed as a liability on the balance sheet: From buildings right down to autos & copiers. Although the greatest impact will be on large entities, this will affect the financial statements of small & mid-size entities as well. This program will dive into the new standard on leases, effective dates & address what you need to know now.
Ethics: How to Give & Receive Criticism the Right Way
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Online
2.00 Credits
Member Price: $89
How well do you accept criticism? How might it enrich your business - and you - if you did a better job of it? This distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It's even better to welcome criticism. It's also a good idea to learn how to give criticism the right way. A related topic is the art of giving and receiving apologies and we'll do a deep dive into this area as well. You'll leave with clear guidelines for how to criticize others, accept criticism from them, give meaningful apologies and accept apologies with grace and ethical intelligence. The result will be a stronger CPA practice and a better you. 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.
K2's Ripped From the Headlines: Lessons From Notable Tech Crimes 26-27
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Online
2.00 Credits
Member Price: $99
Technological advancements facilitate new forms of cybercrime and fraud. In this session, you will learn how the crooks used technology to reap their ill-gotten rewards.
Surgent's Food, Beverage & Entertainment Expensing
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Online
2.00 Credits
Member Price: $99
The IRS has issued final regulations regarding the Tax Cuts and Jobs Act's (TCJA) elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also address the 50% limitation on the deduction of food and beverage expenses and when the 50% limitation does not apply. To effectively advise clients, it is imperative for tax practitioners to understand these rules and be updated on the latest IRS guidance related to meals and entertainment.
A Culture of Regulatory Ethics: A Competitive Advantage
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Online
4.00 Credits
Member Price: $149
In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees and the public at large. Using surveys, research, case studies and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA's are in a unique position of trust and how this can put their companies ahead. 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.
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
Member Price: $89
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! 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 Real Estate Taxation: Critical Considerations
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Online
4.00 Credits
Member Price: $159
This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022.
Al Capone to Cybercrime: The Journey of IRS Special Agents
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Online
4.00 Credits
Member Price: $149
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes and trained and mentored other special agents. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
