WICPA CPE & Special Event Catalog
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.
Ethics for CPAs: The Practical & the Possible
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Online
2.00 Credits
Member Price: $89
Award winning discussion leader, former AICPA Council Member & former state accountancy board member Mark Hugh will review the AICPA Code of Professional Conduct & its interpretations; discuss new developments in regulation at the national & state level; & discuss examples of best practices, case studies & disciplinary actions.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Leading Risk Management Practices in a Dynamic Risk Environment: Part II
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Online
1.20 Credits
Member Price: $39
In Session One we evaluated: Examine Governance Organizational Framework (Strategy & Risk), Determine how to identify risks, Understand how to Assess Risk: Risk Assessment impact & likelihood, Steps towards performing a comprehensive Risk Assessment & Prioritization. This session goes deeper into the process of risk management & risk assessment. This session also includes a case scenario for evaluating risk management risks.
Accounting for Leases
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Online
2.60 Credits
Member Price: $99
In February 2016, FASB issued ASU 2016-02, Leases, which provides new guidelines that change the accounting for leasing arrangements. To be able to properly account for leases, financial professionals must understand ASU 2016-02 (also referred to as Topic 842). This guidance covers information on how leases should be accounted for. The previous leasing standard (ASC 840) had been in existence for almost 40 years. Under ASC Topic 842, lessors continue to classify leases as operating, direct financing, or sales-type. While lessees now classify leases as operating or financing leases. Previous guidance only required capital leases to be reflected on the BS. The new guidance requires all leases to be reflected on the BS. This is a major change for organizations & will cause their balance sheets to swell as leases must now be disclosed on the balance sheet. The standards original effective dates were prior to 2019. In April 2020, due to COVID-19, FASB voted to defer the effective date for ASC 842 for private companies & certain not-for-profit's for one year. For private companies & private not-for-profits, the leasing standard will be effective for fiscal years beginning after December 15, 2021 & interim periods within fiscal years beginning after December 15, 2022. For public companies the leasing standard is effective for fiscal years beginning after December 15, 2019, including interim periods within those fiscal years. The course covers elements of lease classification for both lessees & lessors. Also, numerous examples are incorporated as reference.
Consulting Services Secrets
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Online
1.00 Credits
Member Price: $39
Award winning discussion leader Mark Hugh discusses how to create & capture value with consulting services. Whether you want to consult a little or full time, this valuable course reviews identifying a specialty, growing a practice, capturing value, creating deliverables & effective marketplace marketing strategies.
White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $89
According to the FBI, "white-collar crime is ... synonymous with the full range of frauds committed by business & government professionals ... characterized by deceit, concealment, or violation of trust .... The motivation behind these crimes is financial-- to obtain or avoid losing money, property, or services or to secure a personal or business advantage." CPAs can & should play a crucial role in preventing & detecting white-collar crime, as well as in prosecuting the perpetrators. This session will explore whether we are up to this challenge, heighten awareness regarding the CPA's role as a front-line defender of the public interest & assess whether we are deserving of the public trust we enjoy.
Procurement Standards 2026: What You Need To Know
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Online
2.00 Credits
Member Price: $89
Federal procurement requirements under the Uniform Guidance were significantly revised effective October 1, 2024, introducing new expectations for procurement methods, internal controls, contractor oversight & domestic sourcing preferences. This session will provide grant recipients & subrecipients with practical guidance on implementing compliant procurement procedures under 2 CFR SS200.317-200.327 & aligning procurement policies with updated federal standards & thresholds From the FAR. Attendees will learn how to strengthen procurement documentation, apply revised competition requirements & prepare for federal agency or Single Audit procurement system reviews. This session provides the regulatory application to develop your own SOP.
Effective Manager: Traits & Skills
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Online
2.00 Credits
Member Price: $99
Many courses deal with leadership & manager skills. Whether you have held a management position for several years or are just transitioning to a manager role, you will find that becoming/remaining a good manager can often be an art rather than just a technical skill. It can be (and should be) a learning & an ever- evolving process.
Artificial Intelligence: Conference
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Online
8.00 Credits
Member Price: $389
Step into the future 2026 AI Summit. Join leading CPAs and innovators to explore how generative AI and autonomous agents are redefining auditing, risk management and client advisory.
Numbers to Narrative: Storytelling in Business Communication
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Online
1.00 Credits
Member Price: $55
Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define context, introduce tension, present evidence and guide audiences toward resolution. The emphasis is on logical flow and disciplined narrative construction rather than dramatization. The course concludes with application of a structured storytelling model to a professional scenario. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Head & Heart of Ethics: Featuring Bob Mims & Don Minges
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Online
1.00 Credits
Member Price: $39
There are multiple facets to ethical choices, including should you use your 'head' or your 'heart'? What are the pros & the cons? How can we balance these opposing views? This seminar outlines the value of; trust, courage, fairness, sensitivity, persistence, honesty & gracefulness: to help us make better ethical decisions.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Communicate Financial Concepts to Non-Accountants
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Online
2.00 Credits
Member Price: $89
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about & are just pretending to understand! Learn how to connect with your CEO, board, fellow managers & ordinary employees so they understand your message.
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.
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.
K2’s Better Productivity Through Artificial Intelligence And Automation Tools
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Online
4.00 Credits
Member Price: $149
Unlock the incredible potential of Artificial Intelligence (AI) & automation tools to revolutionize your business operations. Imagine boosting productivity & accuracy effortlessly with cutting-edge technologies. Generative AI tools like ChatGPT & Gemini are your new best friends for conducting research, drafting reports & crafting correspondence. Meanwhile, Microsof's Power Automate platform & tools, such as Zapier, can elevate your efficiency to levels you never thought possible. Join our session to modernize your workflows & harness these powerful tools. You'll dive into practical applications of today's AI & automation technologies, moving beyond the basics to streamline workflows, enhance internal controls, maximize productivity & even boost team morale. Additionally, we'll guide you through potential pitfalls & help you avoid common mistakes when using these tools. This session is a must-attend for anyone looking to stay ahead in the fast-paced business world. Don't miss out on this opportunity to transform your operations & achieve unparalleled efficiency. Sign up today & take the first step towards a smarter, more productive future!
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $149
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.
Finance & Innovation: Reinvent Your Organization & Dept.
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Online
8.00 Credits
Member Price: $239
Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. 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 Advanced Audits of 401(k) Plans: Best Practices & Current Developments
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Online
8.00 Credits
Member Price: $299
Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with auditing standards. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments and plan mergers and acquisitions.
Ethics & Technology for CPAs
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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.
Tax Update: "One Big Beautiful Bill"
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Online
2.00 Credits
Member Price: $89
This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
