WICPA CPE & Special Event Catalog
K2’s Next Generation Excel Reporting
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Online
8.00 Credits
Member Price: $250
Unlock the full potential of Excel & transform your operational & financial reports like never before. With cutting-edge tools such as Data Models, Power Query, Data Analysis Expressions & Power Pivot, you can create powerful summaries & schedules in record time. Combine these with Excel's legacy features & you have a game-changing opportunity to elevate your reporting environment. Join our fast-paced seminar to discover the magic of Power Query & how it seamlessly links data into Excel data models, enabling more efficient & insightful reporting. Learn to incorporate Key Performance Indicators, Slicers & Timelines into your reports to enhance data analytics & understandability. Plus, master best practices for quickly & efficiently formatting your spreadsheets, giving them a polished & professional appearance. This course is a must for anyone using Excel for reporting processes. Elevate your skills & stay ahead of the curve with our expert guidance. You will truly learn how you can revolutionize your Excel-based reporting practices by participating in this session.
Spring Tax Update with Steve Dilley
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Online
8.00 Credits
Member Price: $239
This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The CPA's 2026 Guide to Cryptocurrency & Blockchain
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Online
2.00 Credits
Member Price: $89
We have passed the 15 year anniversary of the start of the cryptocurrency market with the release of Bitcoin in 2010. It is estimated today that 1 in 5 people in the U.S. trade in cryptocurrency. With the recent changes in the legislative landscape, this number is poised for substantial growth. In addition, there will be natural evolution towards "smart contracts" powered by AI and the integration of cryptocurrency as the payment mechanism. For these reasons, it is important for every CPA to have a baseline understanding of the cryptocurrency marketplace and the technology it is built on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
The Controller Function: Inventory Part II: Valuation, Inventory Methods & Inventory Fraud
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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.
Getting the Most When Selling a Business: Little Details to Get Top Value
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Online
2.00 Credits
Member Price: $89
Every business will be sold eventually. When you have built a great business & decide to move on: you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers & their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning & time.
Real Estate Professionals: Passive Activity, Sec. 199A & Investment Income Tax
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Online
2.00 Credits
Member Price: $89
When do they exist & how to report them? 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. 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
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.
Ethical Performance Management
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Online
2.00 Credits
Member Price: $89
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty and trust will be incorporated into 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.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
ABC Trust Planning & the Portable Exclusion 26-27
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Online
8.00 Credits
Member Price: $329
The One Big Beautiful Bill has removed much of the uncertainty concerning the estate tax exclusion. Nonetheless, clients still need to address: the estate, gift, generation-skipping, income and property tax implications of estate plans; the pros and cons of relying on the portable exclusion to avoid estate tax; and strategies to benefit non-citizen spouses. In this course, we examine the role of the marital deduction and Survivor's Trusts ("A" trusts), ways to maximize planning opportunities by building flexibility into the modern estate plan, the qualitative and quantitative implications of various strategies affecting blended families, whether to use Bypass ("B") Trusts, QTIP ("C") trusts, or qualified domestic trusts (QDOTs) and whether to file a Form 706 when it's not required.
Federal Tax Update: Individual Form 1040 26-27
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Online
8.00 Credits
Member Price: $329
This course is a comprehensive overview of critical Federal tax law updates resulting from changes to current laws, regulations and court cases impacting individual taxation. We will also review recent modifications to tax forms, small business tax law and administrative updates, retirement plan changes and tax practice and procedures.
Internal Controls: Strengthen Security, Efficiency & Employee Conduct 26-27
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Online
8.00 Credits
Member Price: $329
Business leaders often view an internal control system as a security measure. However, a well-designed system can also drive entity objectives. Learn to design a robust and well-supported system, leveraging years of experience and key concepts from authoritative pronouncements and frameworks. Explore strategies to address new business challenges, including evolving markets, rapid changes in business and increasing governmental and industry-based regulation. This course is for anyone working with internal controls.
AI & Accounting in Construction
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence (AI) is revolutionizing the construction industry and reshaping financial oversight, accounting practices and regulatory compliance. From autonomous equipment to predictive risk analytics, construction firms are increasingly adopting AI to enhance safety, efficiency and profitability. As this transformation unfolds, accountants and financial professionals must evolve their roles-leveraging AI for smarter budgeting, automated compliance and real-time auditing. The course highlights the top 20 macro-level AI trends in construction and explores how accounting professionals can align financial systems with operational AI, uphold audit integrity and prepare for emerging tax and compliance challenges. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Corporate Finance Technology Selection: Practical Frameworks
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Online
1.00 Credits
Member Price: $55
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations and AI-enabled tools) can dramatically improve close speed, forecasting and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. 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: Elevating the Role
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Online
1.50 Credits
Member Price: $79
This is the beginning of a series that will cover major aspects of the Controllership function. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today's world of acronyms such as CFO, CEO, COO, CAO, etc., the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy & transparency of accounting & financial reporting information. A Controller is an individual who has responsibility for all accounting-related activities including high-level accounting, managerial counting & finance activities within a company. The duties of a Controller include assisting with the preparation of the operating budgets, overseeing financial reporting & performing essential duties relating to payroll. However, in today's evolving world, the Controller function can provide much more in-depth value to their organizations. This series is dedicated to exploring the traditional Controller role & stepping out of the box to identify areas where the Controller can add strategic value to their organizations. In this first course we focus on the typical Controller function & begin to identify ways to elevate the function.
Global Internal Audit Standards (GIAS): Overview & Contrast to 2017 International Professional Practices Framework (IPPF)
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Online
1.60 Credits
Member Price: $79
In May 2023, the IIA released a draft of the new Global Internal Audit Standards. The intent was to provide more effective standards for Internal Audit globally. 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
Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
Member Price: $89
This session explores tools & techniques that can enhance the efficiency & effectiveness of client engagements & business processes using data analysis tools. We will introduce some of today's popular & software tools & examine the AICPA's Five-step approach to incorporating data analytics into public accounting engagements.
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.
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.
Will Your Ethics Be Burned by Burnout?
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Online
2.00 Credits
Member Price: $89
Ethical behavior is not a destination it is a journey with twists, turns and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does "helping my child with their homework" become "doing it for them"? CPAs are ethical most of the time, but staying ethical is hard. It gets harder when we are under stress. 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.
