WICPA CPE & Special Event Catalog
Internal Control Changes for Remote Workers
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Online
2.00 Credits
Member Price: $89
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Leading Risk Management Practices in a Dynamic Risk Environment: Part I
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Online
2.00 Credits
Member Price: $89
This session explores how leaders can elevate risk management From a compliance-driven exercise to a strategic capability that enhances resilience & performance. Participants will examine how to establish clear risk governance & appetite, implement continuous risk sensing & prioritize risks based on impact, velocity & interconnectedness. The program emphasizes integrating risk considerations into strategic planning, capital allocation & operational decisions, rather than treating risk as a standalone process. Through practical frameworks & real-world examples, attendees will learn how to assign clear ownership for key risks, design effective response strategies & use meaningful key risk indicators (KRIs) alongside performance metrics. The session also highlights the importance of learning & adaptation-- using scenario analysis, stress testing & post-event reviews to continuously refine assumptions & adjust strategy in a rapidly changing risk landscape. By the end of the program, leaders will be equipped to guide their organizations with confidence through complexity, uncertainty & ongoing disruption.
Retirement Planning: Next Stage for You or Your Client
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Online
2.00 Credits
Member Price: $89
If you or your clients are facing that stage of life where careers are passing into the background and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Entrepreneurial Spirit: A Leadership Perspective
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Online
1.20 Credits
Member Price: $39
In today's rapidly changing business environment, organizations need professionals who think beyond traditional roles & demonstrate initiative, innovation & strategic thinking. The entrepreneurial spirit is no longer limited to business founders-- it is a mindset that drives creativity, problem-solving & opportunity recognition within any organization. By understanding & embracing the entrepreneurial spirit, professionals can enhance their ability to lead initiatives, adapt to uncertainty & contribute meaningfully to the long-term success of their organizations.
K2’s CRM: The Ultimate Business Automation Tool
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Online
2.00 Credits
Member Price: $89
This course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM's role in streamlining workflows, organizing communications, enhancing client relationships & improving efficiency. Participants will learn about key CRM features, integration with accounting software & best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM's transformative potential for business & financial management.
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.
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
Member Price: $89
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Independence Requirements for Auditors
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Online
2.00 Credits
Member Price: $89
Independence is a foundational requirement for CPAs in public practice & is critical to maintaining public trust in the profession. This course provides a practical overview of independence concepts & requirements as outlined in the AICPA Code of Professional Conduct, with an emphasis on real-world application. Participants will review key independence principles & common areas of risk, along with recently issued ethics interpretations From the Professional Ethics Executive Committee (PEEC) that impact independence requirements. The course focuses on how these interpretations apply in practice & discusses practical approaches firms & practitioners can use to implement & maintain compliance. Designed for auditors performing attest engagements, this course helps participants better understand independence requirements & navigate evolving guidance with confidence.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Fraud’s Greatest Hits!
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Online
3.00 Credits
Member Price: $109
Fraud has always been a concern for anyone associated with financial statements. In this course, Jeff takes a unique approach to the study of this topic by looking at what are considered to be the top ten accounting fraud cases. In studying the cases, you will gain insight into what to look for in the future. In addition to the cases, Jeff will cover various aspects, both authoritative & guidance, related to fraud to further improve your awareness & skills. He will also cover a couple of other significant fraud cases as well as a couple of interesting historical notes. The entire presentation is packaged into Jeff's unique blend of teaching with humor. Each case has its own "Greatest hit", a song parody to help you remember the case as well as other surprises along the way to keep your interest. If you are looking for a course that will keep awake & engaged & will better prepare you for detecting fraud, then this course is a must.
K2’s Top PDF Features You Should Know
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Online
4.00 Credits
Member Price: $149
Are you tired of struggling with PDFs? Unlock the full potential of Adobe Acrobat & other PDF tools to make working with PDF files a breeze. Join our course & discover how to use powerful features such as PDF forms, redaction, converting PDFs to Word & Excel files & electronic signatures. You'll also learn how to create & apply tick marks, build indices, catalogs & portfolios & secure your PDF documents to the fullest. As the popularity & usefulness of PDFs continue to grow, many users still haven't learned how to manipulate these documents effectively. Don't let this be you! Join us for this timely session & learn the top features necessary to optimize your work with PDF documents. Say goodbye to frustration & hello to efficiency!
Corporate Storytelling in Financial Reporting
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Online
1.00 Credits
Member Price: $55
Developments in the Management Commentary and MD&A Narrative reporting is entering a new era-one that moves beyond compliance checklists to focus on cohesive, decision-useful communication. This seminar examines the evolution of corporate narrative reporting through the revised 2025 IFRS Practice Statement 1: Management Commentary and the U.S. GAAP-based MD&A under SEC Regulation S-K, with key comparisons to help practitioners understand how each framework supports investor-focused disclosure. Using real-world examples and excerpts from the actual annual report of an IFRS reporting company, this seminar highlights how the revised Management Commentary guidance aims to improve the quality, relevance and connectivity of narrative insights. Participants will explore its emphasis on strategy, risks, sustainability factors (ESG), key performance indicators (KPIs) and the integration of financial and non-financial information. The session also analyzes the modernization efforts in U.S. MD&A, including principles-based guidance, reduction of boilerplate disclosures and expanded expectations for entity-specific analysis and trend-based insights. Through a comparative approach, participants learn how both frameworks are converging around common principles: enhanced connectivity, balanced presentation, entity-specific content and alignment of strategy, performance, risk and value creation. This practical seminar provides accounting, finance and business professionals with the knowledge needed for better understanding the management commentary and MD&A. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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 & sustains lasting success. For CPAs, attorneys, financial professionals, bankers & insurance agents, your ability to navigate emotions-- your own & others'-- is often the difference between a good client interaction & a great one, between a team that functions & a team that thrives. This interactive course goes beyond theory & dives into real-world application. You'll uncover what emotional intelligence really is, why it matters more than ever in today's professional world & how to strengthen your EQ to improve performance, strengthen relationships & 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 & 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 & strategies to make it happen.
K2’s NextGen Document Management, Workflows, And Portals
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Online
2.00 Credits
Member Price: $89
The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration & internal workflows using AI-enhanced systems & integrated portals. Learn how new-generation ("NextGen or NGX") paperless ecosystems combine security, automation & accessibility to streamline client communications & approvals. The session will review leading document management & workflow tools, portal features & how integration across accounting, tax & client service platforms drives productivity & compliance. Attendees will leave equipped to evaluate & implement modern document systems that enhance client experience while maintaining robust security & compliance controls.
K2’s Advanced Excel
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Online
8.00 Credits
Member Price: $250
Elevate your Excel expertise with K2's Advanced Excel program! This laptop-friendly course is designed for experienced Excel users who are ready to take their skills to the next level. In this session, you will master critical advanced Excel skills in six key areas: Collaborating seamlessly with other users & securing your workbooks, Utilizing tables to analyze & report data efficiently, Integrating & manipulating data From external sources with ease, Creating & auditing complex formulas, Harnessing advanced data analysis tools for deeper insights, Employing visualization techniques to communicate information effectively. Drawing From over thirty years of experience in delivering Excel training to accountants & business professionals, this program is packed with relevant, real-world examples that reinforce the topics presented. Don't miss this opportunity to become more efficient & proficient in Microsoft Excel, the go-to tool for accounting & financial professionals. This course covers advanced Excel topics that are essential for business success. Participate in this session to elevate & transform your Excel skills!
Forensic & Fraud Interviewing Techniques & Skills
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Online
2.20 Credits
Member Price: $89
In forensic accounting, interviewing is used to obtain important information From witnesses & suspects. An important aspect is the ability of investigators to obtain accurate & reliable information From victims, witnesses & the suspects or any interviewee. The interview process is an essential part of information gathering for any investigation. The importance of improving the quality of the interviewing with the potential for visual recording of all interviews should be placed high on the agenda of all organizations across the globe. A properly conducted forensic interview can result in an extreme benefit regarding collection of information. The interviewer's role is to develop a full understanding of the facts. There is a distinct difference between a forensic interview & a criminal interrogation. Typically, forensic auditors will not be involved in interrogations. The Canadian or U.S. forensic accounting profession does not have a standardized interview model to truly equip its professionals with the interview tools required to elicit confessions ethically. Majority of their skills are developed through experience & not through a standardized model of training. This session focuses on various interview concepts & methods.
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.
K2’s AI: Better Prompts, Better Results
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Online
1.00 Credits
Member Price: $39
Generative AI is revolutionizing the business world & savvy professionals are embracing this cutting-edge technology. Why? Generative AI offers unparalleled opportunities to boost efficiency & productivity. But to truly harness its power, you need to master the art of crafting effective AI prompts. Join our session to discover the best practices for issuing AI prompts. Discover how to ask the right questions to obtain the information you need quickly & efficiently. Say goodbye to inefficient & ineffective prompts & hello to streamlined, productive interactions with your AI platforms. Don't miss out on this opportunity to elevate your AI game & achieve greater gains in your business. Sign up now & learn the secrets to getting the most out of your AI tools!
Embracing Neurodiversity in the Workplace
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Online
1.00 Credits
Member Price: $39
This webinar will explore embracing & supporting neurodiversity in the workplace, promoting inclusivity & creating a more diverse & dynamic environment.
The Controllership Series: The Controllers role in ESG
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Online
1.50 Credits
Member Price: $79
As ever more jurisdictions move toward mandatory disclosure of ESG metrics, (ex: the European Union's new Corporate Sustainability Reporting directive & impending U.S. SEC requirements) the urgency to get those disclosures right has gone up. This course to as an introduction to the concept of requirements for Controllers & financial personnel to understand ESG disclosures .Whether the role related to ESG disclosures & information falls into the job responsibility of the controller or not is yet to be seen. However, it is clear the Controller must maintain some level of knowledge & expertise around the types & timing of such disclosures.
