WICPA CPE & Special Event Catalog
Ethics Based Leadership for Women
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Online
2.00 Credits
Member Price: $89
Glantz and Associates is pleased to offer "Ethics Based Leadership for Women," a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions. We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens. The reality is, despite women representing approximately half of our world's population, they are significantly underrepresented in the workforce and most notably in leadership positions. In fact, not only do women have to cross more hurdles to advance into leadership positions, but when they do, they are burning out at a much faster rate than their male counterparts. In this course, we will discuss both the external societal barriers as well as the internal barriers that sabotage women from moving into leadership positions. We will examine common believes ("I should be nice," "I am an imposter", etc.) as well as behaviors that can hold women back and then offer suggestions for moving forward. We will provide tools to enhance one's self-awareness, create openings for self-reflection as well as provide opportunities to take on new perspectives. 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.
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.
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
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Online
2.00 Credits
Member Price: $89
In today's business world, there is a war for talent & organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward & recruit. The GAAP & tax accounting for equity compensation plans is not static & decisions that you make during plan set-up can have major consequences to your organization's bottom line & your management team's personal tax situations. We will review nuances & details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis & detailed accounting for these plans: this session will help you understand the issues & get it right the first time.
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
Member Price: $89
Traditional annual budgeting is often viewed as outdated, inflexible & disconnected From strategy-- quickly becoming irrelevant, easily manipulated & too cumbersome to support real decision-making. This course introduces capacity-sensitive, driver-based budgeting as a modern alternative. By linking financial projections to business drivers, organizations can create agile budgets that adapt to growth, enable rapid scenario planning & provide meaningful insights for long-term forecasting. Participants will learn how to refresh budgets into rolling forecasts & transform managerial accounting into a tool for strategic, economics-based decision-making.
The Ethics of Uncertain Tax Positions
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Online
2.00 Credits
Member Price: $79
The concept of "tax uncertainties" seems to have a life of its own & the old notion of "clear reflection of income"seems to be getting less clear each year. Meanwhile, the AICPA Code of Professional Conduct requires compliance with standards. This webinar considers these tax-related ethics issues & considers real world cases involving disclosure of tax uncertainties.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Excelling at Excel: The Magic of Power Query
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Online
2.00 Credits
Member Price: $89
Elevate your data analysis capabilities with our focused course on Power Query. Tailored for financial professionals, this training will show you how to get started using Power Query & teach you some of the ways to take advantage of its ability to handle messy data & automate repetitive tasks. Harness the efficiency of Power Query to revolutionize the way you work with data. Learn how to "program" your tasks once & set them on repeat, eliminating the need for repetitive, robotic work. This automation not only saves time but also ensures consistency & accuracy in your data processes. Whether you're dealing with complex datasets or simply looking to streamline your reporting processes, this course will equip you with the tools & knowledge to make Excel work for you like never before.
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.
Professional Ethical Considerations for CPAs
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Online
2.00 Credits
Member Price: $89
Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA profession is built upon. 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.
Surgent's Liquidation of Flow-Through Entities for LLCs & Partnerships
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Online
2.00 Credits
Member Price: $99
Part of the technical competence of most experienced accounting and finance professionals is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate. Entity liquidations do not occur every day; but they do occur and often at very critical times in the business life of the entity and its owners. All accounting and finance professionals should be able to advise their clients about the tax issues associated with client businesses that go out of existence and liquidate. This program explains the tax consequences associated with liquidating S corporations, partnerships and multiple-member limited liability companies treated as partnerships.
Surgent's Time Management for Professionals
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Online
2.00 Credits
Member Price: $99
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation and discipline of each individual. This course provides simple, practical and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
Independence for Auditors: AICPA, PCAOB, GAO & DOL
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Online
4.00 Credits
Member Price: $149
Independence requirements are foundational to audit quality, yet they vary depending on the applicable regulatory and professional framework. This course provides a practical overview of auditor independence rules and highlights key similarities and differences across major standard setters and oversight bodies. Participants will review independence requirements issued by the AICPA, Government Accountability Office (GAO), Department of Labor (DOL) and the Public Company Accounting Oversight Board / SEC. The course emphasizes common areas of confusion, nuanced differences among the frameworks and considerations auditors should keep in mind when performing attest services for different types of clients. This overview course is designed to help auditors recognize which independence rules apply in various engagement scenarios and better position themselves to meet applicable independence requirements. 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 CFO Who Went to Prison
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Online
2.00 Credits
Member Price: $89
Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua's story and covers how and why executives with high annual incomes make short-sighted decisions that can cost them their job and freedom. 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 Controllers Role in Data Analytics & Big Data
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Online
1.50 Credits
Member Price: $79
Today's economy & all of the digital enhancements have impacted the way companies engage with their customers as well as how the company manages their internal practices. The business control function needs to keep pace. The rising importance of analytical capability is critical when defining the role of the modern controller. Execution of analytics can vary but there are still key questions that must be asked. What are the options & what we need to understand to decide the best way forward? This course focuses on the value that can be brought by the Controller when becoming involved with data analytics powered by technology & also Big Data. The digitized world we live in has made it important for the Controller function to evolve & take on this advanced task.
Sarbanes-Oxley Overview
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Online
1.60 Credits
Member Price: $79
Sarbanes-Oxley legislation. Although there have not been any changes in the legislative concepts of the law since its release in 2002, some aspects of executing the work have evolved. Sarbanes-Oxley was passed in 2002 & year one of attestation for publicly traded companies was 2004. Years later the legislation continues to challenge companies, auditors & compliance professionals when evaluating a company's control structure. SOX 404, although the most prominent, is only one of the many requirements covered under the legislation. In addition, the impetus of COSO 2013 has re-focused companies' efforts on evaluating their key controls. Companies must continually evaluate whether they have designed & identified the proper controls & have adequate tests in place to determine control efficiency. With the evolution of technology solutions, the impact of information systems changes must be continually evaluated to ensure controls are adequately addressed.
AI & Accounting in Retail
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance and financial reporting. Drawing on real-world case studies from retail giants and small businesses alike, this course explores how AI technologies intersect with accounting workflows and outlines strategies to maintain accuracy, trust and control in an AI-driven marketplace. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Introduction to Governmental Accounting 102
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Online
2.00 Credits
Member Price: $89
Intro to Governmental Accounting 102 is the natural follow up course to the original Intro to Governmental Accounting 101. In this session, we will tackle unique things like what makes a fund a major fund, what are the differing basis of accountings used, why geography matters in the world of state & local governmental reporting & many other intermediate type topics. A great course to take after you have taken Intro to Governmental Accounting 101.
IRS Penalties & Abatements
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Online
2.00 Credits
Member Price: $89
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause". This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. 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 Guide to the AICPA Quality Management Standards
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Online
2.00 Credits
Member Price: $99
The Quality Management Suite of Standards was required to be implemented by December 15, 2025. The standards modernize the firm's approach to quality to reflect an increased focus on risk assessment, technology use and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control). The results of the firm's risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards. We will cover how to perform a risk assessment, including the key provisions of the standards and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.
Surgent's IT Systems & Data Management
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Online
2.00 Credits
Member Price: $99
Explore the critical intersections between information technology (IT) systems and data management through this specialized CPE course for accounting professionals. This session covers business resiliency and disaster recovery strategies, change management processes and much more. Through interactive discussions and hands-on activities, participants will learn how to enhance their organization's IT framework while ensuring robust data collection and storage. Equip yourself to oversee IT systems with confidence and reinforce data integrity and system availability.
OBBA 2025 Unpacked: Impact for Taxpayers & Business Owners
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Online
4.00 Credits
Member Price: $149
Whether you asked for it (or not) & its here! The One Big Beautiful Bill Act was signed on July 4. This program will dig into the meat of the Act that will matter to your clients, including No Tax on Tips, No Tax on Overtime, increased Section 199A Deduction, 100% Section 168(k) Bonus & much, much more! 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
