WICPA CPE & Special Event Catalog
Forensic Accounting: Finding Hidden Treasure in Tax Returns
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Online
4.00 Credits
Member Price: $149
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Operations Level Internal Control
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Online
4.00 Credits
Member Price: $149
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Generative AI Strategy for Accountants
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Online
2.00 Credits
Member Price: $89
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude and Gemini transform business practices, accountants will learn to harness these tools to drive value, streamline processes and enhance decision-making. Through examination of the current AI landscape, practical frameworks and real-world applications, participants will learn how to leverage AI technologies to enhance accounting operations while maintaining professional standards and ethical considerations. The course emphasizes a balanced approach to AI adoption that focuses on augmenting human capabilities rather than replacement. 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 Microsoft Copilot, Including Agentic AI
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Online
2.00 Credits
Member Price: $89
Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. Microsoft Copilot for Accounting & Financial Professionals explores how AI-powered tools in Microsoft 365-like Excel, Outlook & Teams-can streamline workflows, enhance data analysis & improve client service. Learn how to harness Copilot to automate tasks, generate financial insights & collaborate more effectively, while maintaining compliance & data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work & prepare for the future of intelligent accounting.
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.
Strategic CFO: Strategic Risk Management
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Online
2.00 Credits
Member Price: $89
Risk management is no longer a compliance exercise-it is a core strategic responsibility of today's CFO & CPA. This session demystifies Enterprise Risk Management (ERM) by walking through the COSO framework in clear, practical terms. Participants will learn how risk integrates with strategy & performance, how organizations identify & assess risk & how leaders respond to uncertainty in a disciplined way. Using examples, polling & case discussions, this session equips financial professionals to communicate risk effectively & help organizations protect & create value. Some funny video clips will be used to focus on the learning material.
Microsoft Teams for CPAs: Unlocking Its Full Potential
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Online
2.00 Credits
Member Price: $89
Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review and demonstration of the key features of Microsoft Teams that you can harness to optimize the return on your Microsoft 365 investment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning to Teach "Tax" as a Second Language
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Online
1.00 Credits
Member Price: $39
Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients & other non-tax professionals grasp fundamental concepts.
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.
Compilation, Preparation & Review Basics & Peer Reviews
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Online
2.00 Credits
Member Price: $89
Cover the basic requirements for performing preparation, compilation and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event
Deep Dive into Quality Management
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Online
2.00 Credits
Member Price: $89
Quality management represents a significant shift in how CPA firms design, implement & evaluate audit & attestation quality. This course provides a focused, practical deep dive into the quality management standards & related engagement-level requirements that firms are now operating under. The course covers SQMS 1 & SQMS 2, along with related engagement-level standards, including SAS 146, SAS 145, SSARS 26 & SSAE 23. Emphasis is placed on post-implementation responsibilities, including evaluating the effectiveness of quality management systems & addressing monitoring & remediation requirements. Participants will also examine engagement-level quality management responsibilities, including the auditor's responsibilities under SAS 146 & the engagement partner's responsibilities in SSARS engagements. The course is designed to help firms navigate the second phase of implementation, moving beyond design & rollout to ongoing evaluation, monitoring & continuous improvement.
Sub-Recipient Monitoring 2026: Understanding the Pass-Through Requirements for Managing & Monitoring Your Sub-Awards
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Online
2.00 Credits
Member Price: $89
The Uniform Guidance requirements for subrecipient monitoring & management were updated effective October 1, 2024, introducing new expectations for pass through entities overseeing federal awards. This session will provide practical guidance on implementing compliant subaward agreements, performing risk based monitoring & managing subrecipient financial performance in accordance with 2 CFR SS200.331-200.333. Attendees will also gain insight into indirect cost rate requirements, fixed amount & subaward agreements to strengthen oversight & prepare for federal agency or Single Audit reviews. Using fixed amount awards to solve an out-of-the-box solution.
Retirement Planning Issues: Where We Stand Now
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Online
4.00 Credits
Member Price: $149
This course is designed to equip CPAs, EAs, attorneys & tax professionals with the essential knowledge & strategies needed to navigate the latest developments. Explore innovative approaches to maximize retirement savings, discuss tax- efficient retirement plan options & align estate planning techniques with current trends. Gain a thorough understanding of altered rules for Required Minimum Distributions (RMDs) & discover how to optimize estate plans in response to changing regulations. This update is tailored for professionals seeking practical insights in the realm of contemporary retirement planning. 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.
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.
Topic 842: FASB's Lease Accounting Standard Update
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Online
2.00 Credits
Member Price: $89
It's a whole new world for lessees under ASC topic 842. Soon nearly all leases will need to be disclosed as a liability on the balance sheet: From buildings right down to autos & copiers. Although the greatest impact will be on large entities, this will affect the financial statements of small & mid-size entities as well. This program will dive into the new standard on leases, effective dates & address what you need to know now.
AI in Action: Your First Steps to Smart Adoption
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Online
1.00 Credits
Member Price: $49
This session is your practical introduction to AI in the workplace. Designed for professionals in any function from Finance to HR to Marketing and Operations, this course breaks down the AI journey into clear, actionable steps. You'll discover easy-to-use tools, see real-world examples and leave ready to take your first confident steps toward using AI to save time, boost creativity and make smarter decisions. Whether you're new to AI or just looking to get started effectively, this session helps you move from curiosity to confident action in just one hour.
Internal Controls Over Compliance versus Compliance
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Online
1.00 Credits
Member Price: $55
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific compliance requirements. Additionally, we will address one of the most frequent findings in audits of governmental entities receiving federal grants: the misidentification of controls and the confusion between compliance and control processes. This course will help clarify the distinction, equipping you with the tools to enhance audit quality and ensure compliance effectiveness. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Accounting for Software
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Online
2.00 Credits
Member Price: $89
Software-related transactions continue to evolve, requiring careful analysis under U.S. GAAP. This two-credit course examines the accounting treatment of software costs, with a primary focus on internal-use software & emerging guidance. Participants will walk through the lifecycle of software development, including capitalization & expense recognition, amortization & impairment considerations. The course includes a focused review of ASU 2025-06 & its impact on accounting for internal-use software. Additional topics include accounting for website development costs, Software-as-a-Service (SaaS) arrangements & other cloud computing arrangements (CCAs), including implementation & hosting considerations. The course also addresses accounting for external-use software, including technological feasibility, capitalization thresholds & related revenue considerations. Through practical examples & case-based scenarios, participants will strengthen their ability to interpret authoritative guidance & analyze the financial reporting implications of software-related transactions.
Business Tax Update: OBBA & Recent Developments
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Online
2.00 Credits
Member Price: $89
A discussion of the latest tax developments impacting business 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.
