WICPA CPE & Special Event Catalog
The Ethics of Care in the Workplace
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Online
2.00 Credits
Member Price: $89
Ethics involve relationship to self, others and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of Care in the workplace with specific emphasis on compassion, accountability and respect. 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.
Transition From SSAE 16 to SSAE 18
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Online
1.00 Credits
Member Price: $45
In April 2016, the American Institute of Certified Public Accountants (AICPA) Auditing Standards Board (ASB) issued the Statement on Standards for Attestation Engagements (SSAE) No. 18, Attestation Standards: Clarification & Recodification, to supersede the former standard SSAE 16 This course will help you if your organization has the need to obtain or provide a SOC (Systems Organization Control) report or if you wonder what changes the new SSAE 18 standard will bring to the process. SSAE 18 is effective for SOC report opinions dated on or after May 1, 2017 & early adoption was permitted. This course focuses on the specific requirements of SSAE18 & highlights changes From SSAE16 In today's economic environment, many companies utilize outsourced services to perform varied functions. These functions can span From payroll & accounts payable to information technology processes or even call center functions. The list can be endless however these services are often a critical component to the internal control environment of the organization A service organization should implement a robust third-party vendor management policy if one is not already in place. Often, initial vetting occurs of the subservice organization however that same diligence is not maintained as the service continues. It is just as important to ensure that subservice organizations are monitored on an ongoing basis using the methods outlined in SSAE 18.
How to Audit Prepaid Expenses
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Online
2.00 Credits
Member Price: $89
Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions & common risks & threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy & reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools & confidence needed to navigate prepaid expense audits with proficiency.
Mergers & Acquisitions: Complete Guide to Relevant Issues
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Online
2.00 Credits
Member Price: $89
Arthur Werner will provide financial professionals with the information their teams will need to successfully plan & execute mergers & acquisitions. For major topics covered, see below. This course may be customized or tailored based on the needs of your organization. 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
AI 101 for CPAs: Core Concepts & Practical Applications
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Online
2.00 Credits
Member Price: $89
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like "LLM" and "agentic AI" really mean and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax and finance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Audit Inventory
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Online
2.00 Credits
Member Price: $89
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform and also walk through how to conduct a physical inventory observation. 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 AI: Real Tools, Real Results
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Online
2.00 Credits
Member Price: $89
This session teaches professionals how to move beyond theory & start using AI to work smarter, faster & more accurately. This hands-on session explores how public accounting & industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics & client service. Participants will see real-world examples of automation, gain practical implementation tips & learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity & position your firm or department for success in the AI-driven accounting era.
AI Lessons Learned for Accountants
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Online
2.00 Credits
Member Price: $89
This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tax Procedure
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Online
2.00 Credits
Member Price: $89
This seminar will introduce the process From filing a tax return to the IRS audit, IRS Appeals, Collections & litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories From the trenches. 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.
Improve Spreadsheets by Building Controls in Excel
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Online
2.00 Credits
Member Price: $89
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes and maximize accuracy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Navigating IRS Correspondence: Responding to IRS Letters
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Online
2.00 Credits
Member Price: $89
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A
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Online
4.00 Credits
Member Price: $149
This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples & integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. A detailed analysis of the self-rental passive activity rules will be given, including forms reporting examples & integrates them with the flow-through entity rules related to self-rental. 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
Business Partnerships: Managing Supplier Relationships
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Online
1.00 Credits
Member Price: $55
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
Member Price: $55
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848 & Form 8821: 2 hrs
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Online
2.00 Credits
Member Price: $89
This two-hour course provides a comprehensive overview of the IRS collection process, guiding tax professionals through each stage, From the initial notice to enforced collection actions. Participants will gain insights into taxpayer expectations during the collection process, as well as strategies for resolving tax debts. The course highlights when to use Form 433-A or 433-B, the documentation needed & the criteria for submitting an Offer in Compromise (OIC) to settle tax debts for less than the full amount owed. Attendees will also learn about the various payment options available & practical approaches to advising clients. 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
Written Information Security Plans
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Online
1.00 Credits
Member Price: $55
This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements and implementation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act and how compliances is enforced through IRS Circular 230, AICPA Statements of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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
Entertainment, Meals & Travel Expenses: Review & Update
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Online
2.00 Credits
Member Price: $89
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Current & Future Landscape of Audit Technology
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Online
2.00 Credits
Member Price: $89
Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI) and automation and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies and actionable tips, you'll learn how to navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Leadershift: Drive Results Through Ethical Performance Mgmnt
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Online
4.00 Credits
Member Price: $149
Do you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results that are repeated year after year. Striking the balance between these two critical aspects does not have to be rocket science. In this power-packed course, the formula to be an Inspirational leader has been masterfully developed and covers the soft skills of Inspirational leadership and the Results Model: Goal Setting + Coaching + Follow Up with proven results from dozens of both large and small companies. These cornerstones are simple but can be hard to execute because it is HOW you do it first, then WHAT you do second. This exciting course is designed to ignite your leadership skills by putting theory into practice; drilling into real live examples and experiencing first-hand what excellence sounds like through role-playing and building your action plan. Get ready to become an inspirational leader and learn the steps required to get the results you really want. 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.
