WICPA CPE & Special Event Catalog
Ethics & Technology for CPAs
-
Online
2.00 Credits
Member Price: $89
Explore the ethical principles included in the Code of Professional Conduct that address the emerging practice issues created by new technologies. Consider how technologies may impact audit quality and the integrity of the financial systems and whether they create a need for CPAs to adjust their skill sets to address those challenges. Look at the potential ethical challenges created by the data related to privacy, security and its application. Discuss the changes being proposed to address emerging ethics challenges. 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.
Mastering Partnership Basis: Inside & Outside Basis
-
Online
2.00 Credits
Member Price: $89
This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. 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 Contract With Customers: Identify the Contract Part II
-
Online
1.20 Credits
Member Price: $39
This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes & accounting treatment when a contract does not exist.
Budget Mastery: Walkthroughs & Real World Calculations Towards Tying Budgets To Value
-
Online
2.00 Credits
Member Price: $89
This session takes a unique review of the fundamental budget issues faced by all & walks through a detailed modeling process intended to generate discussion & best practices to improve your organization's financial modeling. From the beginning of the accounting process: 'the chart of accounts' to the end of the process: 'the valuation of the company', the budgeting cycle via a live case model to learn best practices common to successful companies. This course stands on its own but is part two of a four part budget mastery series.
ChatGPT & IRS Taxation Law Research
-
Online
2.00 Credits
Member Price: $89
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Estimates, Contingencies & Going Concern
-
Online
2.00 Credits
Member Price: $89
This course covers a broad range of topics involving uncertainty in accounting & auditing. It addresses accounting standards related to going concern, contingencies, guarantees & credit losses, along with auditing standards applicable to auditing accounting estimates & evaluating going concern. The course provides a practical overview of how these areas are addressed under current standards & how they impact financial reporting & audit procedures. Jeff presents the material in an engaging manner to reinforce key concepts & maintain focus.
K2’s Securing Your Data: Practical Tools For Protecting Information
-
Online
4.00 Credits
Member Price: $149
In today's digital landscape, security is non-negotiable. Yesterday's techniques cannot keep up with today's threats. It's time to elevate your knowledge & protect your sensitive data with our comprehensive security program. Join us to discover the latest tools & techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication & more. You'll also learn how to implement a practical, five-step approach to securing your PC & the critical questions to ask your staff to ensure server-based information remains protected. Security failures, such as client or customer data breaches, can be devastating & even drive your company out of business. So, what security tools do you need & how should you use them to safeguard your sensitive data & systems? Can you afford to manage today's threats with outdated techniques? Participate in this valuable session to learn how to identify viable & practical solutions to mitigate today's security threats. Don't miss this opportunity to fortify your defenses & ensure your business's success. Sign up now & take the first step towards a more secure future!
Beyond the Basics: Financial Ratios You Might Be Overlooking
-
Online
1.00 Credits
Member Price: $55
Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure and operational efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controller Function: Inventory Part II: Valuation, Inventory Methods & Inventory Fraud
-
Online
1.50 Credits
Member Price: $79
This course is one of the courses dedicated to our Controllership Series. This series of courses is dedicated to exploring the traditional controller role & stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we continue our discussion on inventory From segment one. This specific segment focuses on areas of inventory valuation, the types of physical inventory methods & inventory fraud. These areas are critical for the controller to have a strong comprehension of & also participate in the development of policies & procedures.
Corporate Storytelling in Financial Reporting
-
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.
Common Financial Statement Disclosures
-
Online
2.00 Credits
Member Price: $89
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Power Skills: Professionalism & Client Interactions
-
Online
2.00 Credits
Member Price: $89
Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when communicating with the client and also walk through complicated scenarios to practice what we learn. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Taxation of the Cannabis Industry
-
Online
2.00 Credits
Member Price: $89
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements and market trends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2026/27 Annual Update for Accountants & Auditors
-
Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting and auditing developments affecting accountants and auditors across industries. The course combines recent standard-setting activity issued by the Financial Accounting Standards Board with major audit and attestation updates from the AICPA, providing a well-rounded view of changes impacting financial reporting and engagement performance. Participants will begin with an overview of recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities and not-for-profit organizations. The course also highlights issued ASUs with future effective dates and provides high-level insight into recent exposure drafts to support implementation planning. The course then shifts to auditing and attestation developments, including the next phase of quality management with a focus on monitoring and remediation requirements. Participants will also review recent and proposed standards affecting audit, attestation and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud and SAS No. 149 addressing group audits. Designed for preparers, auditors and firm professionals, this course helps participants understand how recent accounting and auditing changes intersect-and what to watch for as standards and expectations continue to evolve. 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 Annual Accounting & Auditing Update
-
Online
8.00 Credits
Member Price: $299
Designed as an all-you-need-to-know update for accounting, auditing and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB) and Securities and Exchange Commission (SEC). On the financial accounting front, we will cover the FASB's Post-Implementation Review (PIR) report released in late 2025 for lease accounting under ASC 842 and discuss the best practices in applying the standard and identifying any ongoing issues practitioners are experiencing with applying the standard. We will also discuss the more than a dozen ASUs the FASB has issued since the beginning of 2024 and into 2026 covering government grants, derivatives and financial instruments, practical expedients for credit losses under ASC 326 and expense disaggregation on the income statement. Our focus on AICPA standards includes a detailed discussion of revamped AICPA quality management standards. The AICPA updated and modernized the standards by issuing Statement on Quality Management Standards 1, 2 and 3 (SQMS 1, SQMS 2 and SQMS 3, respectively), SSARS No. 26 and SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards, now effective as of December 15, 2025, modernize quality management standards to reflect an increased focus on risk assessment, technology use and the presence of outside experts on engagements. We will also discuss AICPA's proposed SAS, The Auditor's Responsibilities Relating to Fraud in an Audit of Financial Statements, intended to supersede AU-C section 240. We will also cover new rules impacting public company audits and present case studies on recent fraudulent accounting stories and best practices for detecting and preventing such frauds. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
Navigating IRS Authorizations: Form 2848 & Form 8821
-
Online
2.00 Credits
Member Price: $89
Providing a practical overview of the IRS Power of Attorney, Form 2848 and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Professional Ethical Considerations for CPAs
-
Online
2.00 Credits
Member Price: $89
Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA profession is built upon. 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.
CFO Solutions to IRS Problems
-
Online
4.00 Credits
Member Price: $149
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Becoming Conflict Competent
-
Online
2.00 Credits
Member Price: $89
Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles and build constructive behaviors to manage conflict. 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 Independence & Single Audit Fundamentals
-
Online
4.00 Credits
Member Price: $149
This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling and single audit reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
