WICPA CPE & Special Event Catalog
Surgent's Tax Research
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Online
2.00 Credits
Member Price: $99
Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the differences between primary and secondary sources and detailing the steps in the tax research process.
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
Member Price: $149
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
NotebookLM Use Cases for Accountants
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis and knowledge-management companion for high-trust work. You'll learn how to convert static financial statements, audit workpapers, client documents and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs and professional judgment so NotebookLM strengthens your analysis instead of replacing it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controllership Series: The Future Role of the Controller Part I
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Online
1.50 Credits
Member Price: $79
This is a two-part series that discuss new trends & concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership team. The rapid pace of the evolving technological landscape has promoted changes in how accountants & financial professionals focus attention on strategy & modernize their roles to leverage digital technology. There is increased demand for enhancing flexibility into finance cycles & initiating real-time reporting & insights. These are the core attributes that will assist in transforming the work that controllership function performs. Is the financial controllership prepared to meet future business demands? The IMA® (Institute of Management Accountants) & Deloitte's Center for Controllership aimed to better understand the current state of controllership & expectations of future demands for controllers & accounting professionals. They conducted a survey in late 2022 & identified several trends. The survey takes a look at how prepared controllership is to meet future business demands. It also highlights some insights for leaders to consider that may increase their preparedness. It also identified areas of additional insight & questions to answer on the controllership transformation journey. In this segment one, we go through numerous concepts in detail & the remaining concepts will be covered in segment two.
Annual Update on the 2024 Revised Uniform Guidance And Time & Effort Reporting
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Online
2.00 Credits
Member Price: $89
The Uniform Guidance (2 CFR 200) pertains to the management of Federal Financial Assistance for grants & cooperative agreements. The Biden Administration has performed a comprehensive update where the revised Uniform Guidance was released in April 2024. We will review all of the significant compliance & threshold changes. In addition, we will provide a brief presentation of the revised guidance as it pertains to Time & Effort reporting.
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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Online
2.00 Credits
Member Price: $89
Have you ever considered a tax audit From the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process From the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners.
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
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.
Accountants & Malpractice: Can We Get Sued for This?
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Online
2.00 Credits
Member Price: $89
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel. 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.
The Ethics Hour: Ethics is the Engine to Better Leadership: Taking Action, featuring Bob Mims & Don Minges
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Online
1.00 Credits
Member Price: $39
Ethics is grounded in leadership & the finest leaders are always ethical. Every effective leader is ethical, in words & actions. The best leaders communicate effectively. Being trustworthy is more than being honest & fair. In today's turbulent environment, leadership matters more than ever as the talented staff will readily move to ethical leaders. We must enhance our leadership skills to remain valuable. Simple stated: we all want to work for & with, an ethical leader.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
The Controller Function: Strategic & Annual Planning
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Online
1.20 Credits
Member Price: $39
This course corresponds to our Controllership series. Within this course, we specifically address the Controllers role & pro-active potentials in organization Strategic & Annual Planning. This series of courses 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. 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. When it comes to the task of strategic planning, many feel this role is primarily the responsibility of the executive team & board. However, in this course, we delve into the various steps of the strategic plan & explore where the Controller can add strategic value through providing functional input & insight. Strategic planning is a process used to identify goals, the strategies necessary to accomplish those goals & the internal performance management system that will be used to monitor & evaluate progress.
PowerPoint: Tips & Tricks for Today's Accountant
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Online
2.00 Credits
Member Price: $89
PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel & Word in the Microsoft Office suite. You will learn how to create & edit a professional PowerPoint slide deck. This session places particular emphasis on efficiency tips & tricks that will allow you to develop creative, professional visual aids while minimizing time & effort. The course's author will share personal insights he has cultivated throughout more than two decades of public speaking. Although the session will focus on creating & editing slides, we will illustrate best practices for presentation delivery. We will also explain how PowerPoint can be used for purposes other than delivering presentations.
Cybersecurity: Protecting Your Firm's Data & Reputation
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Online
2.00 Credits
Member Price: $89
Cybersecurity protection of digital data continues to be a top priority for CPAs. The cyber threats continue to increase and are becoming more sophisticated with the advent of AI technology. The first step is to understand what the primary threats are, the potential damage they can inflict and, most importantly, how to mitigate the risks. This course will prepare you have informed conversations with your IT service providers to ensure you are employing best practices in cybersecurity protection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
Member Price: $55
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Critical Technical Skills for CFOs & Controllers
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Online
4.00 Credits
Member Price: $149
Accounting & finance managers & executives must demonstrate sound technical & analytical necessary for personal growth & organizational success. This course will provide insights into the most critical technical & analytical skills needed by CFOs & Controllers: or those that want to be!
A Strategic Approach to Understanding Compensation Structures
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Online
1.50 Credits
Member Price: $79
Understanding the principles & practices of compensation is essential for creating a motivated & satisfied workforce. In this webinar, we'll explore how these crucial elements drive fairness & engagement in HR practices. This program is designed for HR professionals & business leaders seeking to enhance their compensation strategies.
Advanced Cost Accounting: Eliminate Calculation Distortions
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Online
2.00 Credits
Member Price: $89
Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products & too little cost to difficult, low-volume "dog" jobs, putting an organization with inferior information at a significant competitive disadvantage. The secret to being the "smart competitor" is learning how to deal with overhead. This session will show you how to assign 16 key overhead categories. Whether you work in a wholesale, retail, healthcare, service or manufacturing business, you will find this session invaluable. Get your cost right & you will be able to give the "dogs" to your competitors & keep the "gravy" for yourself.
Calculating the Retirement Need
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Online
1.00 Credits
Member Price: $55
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. 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
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Online
2.00 Credits
Member Price: $89
This course provides a comprehensive analysis of the taxation issues affecting the cannabis industry. It covers the historical context of U.S. taxation, the distinctions between industrial hemp & marijuana & the specific tax codes & regulations that apply to the cannabis business. Participants will gain insights into state marijuana laws, the unique challenges of a cash-intensive industry & pertinent federal court cases. 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
ChatGPT & IRS Taxation Law Research
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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.
