WICPA CPE & Special Event Catalog
The Essential Auditing Update With Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This course is essential & designed to keep you informed of proposed & current authoritative guidance issued by the American Institute of Certified Public Accountants (AICPA). Learn about proposed & final auditing & attestation standards addressing group audits, fraud & sustainability. Understand the eight quality management components, hear about frequent peer review matters & so much more.
Analyzing IFRS Financial Statements
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Online
4.00 Credits
Member Price: $149
Evaluating performance for professionals used to GAAP. A strong foundation in financial statement analysis is essential for understanding a company's performance and financial health across reporting standards. This seminar is designed for professionals, particularly those trained in U.S. GAAP, who want to enhance their understanding of IFRS-based financial reporting using a real-world Canadian public company as a case study. We will walk through the company's IFRS-based balance sheet, income statement and statement of cash flows, highlighting both presentation and interpretation differences compared to U.S. GAAP. Participants will learn key analytical tools such as common-size analysis, trend analysis and financial ratios covering liquidity, profitability and leverage for an IFRS reporting company. Throughout the session, comparisons to GAAP will help clarify terminology, classification differences and measurement principles-including treatment of leases, revenue, financial instruments and impairment. The seminar also moves beyond basic ratios to explore advanced analytical techniques, such as ROE decomposition, operating vs. non-operating performance measures and managerial ratios that reveal cost behavior, efficiency and cash flow dynamics. Participants will see how IFRS disclosure requirements can offer additional insight into performance, risk and sustainability. This practical and comparative seminar is ideal for accounting, finance and business professionals who want to sharpen analytical skills, interpret IFRS-based financial statements and better understand how to bridge IFRS and GAAP for global comparison and decision-making. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Fundamentals of Form 1040: Business
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Online
4.00 Credits
Member Price: $149
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Surgent's Current Issues in Accounting & Auditing: An Annual Update
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Online
4.00 Credits
Member Price: $159
Designed for accounting, auditing and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including a discussion of the FASB's Stage 3 PIR report on ASC 606. It also provides an overview of recent PCAOB inspection report findings and SEC rulemaking activity. Through hands-on examples and illustrations, this course will help you apply the guidance in practice. We further discuss other important A&A practice matters to be aware of, including an update on the quality management standards and soon-to-be-effective requirements for engagement quality reviews.
Business Valuation: Asset Approach
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Online
1.00 Credits
Member Price: $39
This course provides a comprehensive introduction to the business valuation process, beginning with key terminology, professional standards & the rules that guide the appraisal profession. Participants will explore the three primary approaches to value-- Asset, Income & Market-- before focusing in depth on the Asset Approach. The course examines when & why this method is used, its advantages & limitations & how to apply it effectively in real-world scenarios. Through practical examples & clear explanations of each of the three methods within the Asset Approach, learners will gain both the confidence & competence to apply valuation principles in their professional practice.
The Ethics of Artificial Intelligence ("AI"): The Interaction of AI & Ethics, featuring Tracy Cooper, CPA & Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
Artificial Intelligence ("AI") can do & does amazing things, but there are myriad ethical issues involved with AI. We will discuss the many ethical questions that AI raises & how to prevent them From having an adverse impact. We must be more diligent & aware of the ethical issues. AI has severe ethical pitfalls that we should understand clearly. AI is here to stay & we must understand how to mitigate the ethical issues.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
What If Your Client Didn't Take Reasonable Compensation
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Online
1.00 Credits
Member Price: $55
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Microsoft Outlook "Must Know" Email Tips
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Online
2.00 Credits
Member Price: $89
If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Fiduciary Accounting & Tax Planning for Estates & Trusts
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Online
4.00 Credits
Member Price: $149
This course will review the fundamentals of fiduciary accounting & provide a reporting guide for determining whether receipts & expenditures are assigned to income or principal/corpus. Critical issues, rules & special opportunities when preparing your clients' Form 1041 U.S. Income Tax Return for Estates & Trusts will be examined, including what is considered taxable income & allowable deductions. Planning & potential pitfalls will also be explored. This course only qualifies for 2 IRS 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 kori.herrera@acpen.com
The Ethic of Teamwork
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Online
2.00 Credits
Member Price: $89
"No one cares how much you know until they know how much you care." To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn't get better than that! This ethics-based webinar examines the essence of what constitutes teams that are high functioning and highly collaborative. One essential component is the balance between content (getting the job done!) and process (how we get things done...how we treat each other). This webinar will offer concrete practical suggestions for teams both for content and process effectiveness. It will also offer opportunities for self-reflection and actions to take to enhance team performance. 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.
Ethics, Tax Practice & Understanding Circular 230
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Online
2.00 Credits
Member Price: $89
This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules and examine common ethical violations and their associated penalties. The course emphasizes procedures that promote compliance with ethical guidelines, equipping tax practitioners to navigate complex ethical dilemmas confidently. Real-world scenarios will be used to demonstrate the application of ethical principles in tax preparation and representation. 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.
Individual Tax Update: OBBA & Recent Developments
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Online
2.00 Credits
Member Price: $89
A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Global Internal Audit Standards (GIAS) Domain III: Part I
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Online
2.50 Credits
Member Price: $99
The new Standards emphasize that quality performance requires conformance to the Standards. Each standard within Domain III specifically identifies the responsibilities of the CAE & the board, as well as joint responsibilities. 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
Beyond the Basics: Financial Ratios You Might Be Overlooking
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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.
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $89
By the nature of our work & training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights & ideas which will add to & reinforce what you may already be doing.
Introduction to Compilation Engagements
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Online
2.00 Credits
Member Price: $119
Compilation engagements are often the first financial statement service that accounting professionals learn to perform. This introductory course provides a clear, easy-to-understand foundation for conducting compilation engagements under SSARS. Participants will learn what a compilation is, when it is used, the responsibilities of management and the accountant, and the essential elements of a standard compilation report. Through straightforward explanations and practical examples, the course helps new practitioners gain confidence in preparing financial statements without providing assurance.
Behavioral Finance Biases
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Online
1.00 Credits
Member Price: $55
If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Member Price: $89
Good people believe everyone else is just like them. They cannot imagine someone could con them or their company & have no guilt or remorse about what they have done. Lack of guilt & empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status & sex while leaving a path of shattered expectations, empty wallets & broken hearts in their wake. Learn how to recognize & deal with others who have no conscience.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.
