WICPA CPE & Special Event Catalog
Analyzing IFRS Financial Statements
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Online
4.00 Credits
Member Price: $149
Evaluating performance for professionals used to GAAP. A strong foundation in financial statement analysis is essential for understanding a company's performance and financial health across reporting standards. This seminar is designed for professionals, particularly those trained in U.S. GAAP, who want to enhance their understanding of IFRS-based financial reporting using a real-world Canadian public company as a case study. We will walk through the company's IFRS-based balance sheet, income statement and statement of cash flows, highlighting both presentation and interpretation differences compared to U.S. GAAP. Participants will learn key analytical tools such as common-size analysis, trend analysis and financial ratios covering liquidity, profitability and leverage for an IFRS reporting company. Throughout the session, comparisons to GAAP will help clarify terminology, classification differences and measurement principles-including treatment of leases, revenue, financial instruments and impairment. The seminar also moves beyond basic ratios to explore advanced analytical techniques, such as ROE decomposition, operating vs. non-operating performance measures and managerial ratios that reveal cost behavior, efficiency and cash flow dynamics. Participants will see how IFRS disclosure requirements can offer additional insight into performance, risk and sustainability. This practical and comparative seminar is ideal for accounting, finance and business professionals who want to sharpen analytical skills, interpret IFRS-based financial statements and better understand how to bridge IFRS and GAAP for global comparison and decision-making. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Volume to Value: A New Era of Precision Hiring in Accounting
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Online
1.00 Credits
Member Price: $55
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to "precision hiring" as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact performance-critical thinking, professional communication and AI ethics awareness. The course explains how AI-enabled recruiting tools can support candidate screening, assessment and retention forecasting and why firms that do not modernize their hiring approach may struggle to compete for top talent. Participants will leave with practical approaches to competency-based assessment, ethical guardrails for AI use in hiring and a high-level implementation roadmap with metrics to evaluate quality of hire, performance and retention. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ChatGPT & Advanced Financial Analysis for Accountants
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Overcome Your Obstacles to Abundance
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Online
4.00 Credits
Member Price: $149
Getting rich requires many things. First, you need to know how to overcome previous limitations you may have had about making a lot of money. Second, you need to know & use the best financial strategies for becoming wealthy--including the latest investment & marketing strategies. And third, you need to be able to enjoy your lifestyle & look at what obstacles get in the way of you being rich & fully contented. By exploring the latest methods for achieving financial & personal success, you'll be able to make a lot more money & have a great time doing it.
Federal Tax Update for Business With Doug Van Der Aa
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Online
4.00 Credits
Member Price: $149
This program will address recent legislation, rulings & developments affecting business taxpayers & provide practitioners with a comprehensive update for the upcoming tax season. 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
Improve Spreadsheets by Building Controls in Excel
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Online
2.00 Credits
Member Price: $89
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes and maximize accuracy. 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 What’s New With QuickBooks 26-27
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Online
1.00 Credits
Member Price: $55
The entire QuickBooks product family continues to evolve at a very rapid rate. Participate in this session to learn about the significant changes affecting QuickBooks Desktop, Online and Enterprise Solutions users.
It Is Legal, But Is It Really Ethical? featuring Rob Berry & Bob Mims
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Online
1.00 Credits
Member Price: $39
This discussion outlines situations where 'legal' & 'ethical' are not necessarily in alignment. How should you handle these issues? We will detail a better thought process to help you avoid 'crossing the line.'Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Yellow Book Ethics
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Online
2.00 Credits
Member Price: $89
The Yellow Book outlines essential ethical principles for governmental auditors, including serving the public interest, maintaining integrity, objectivity & professional behavior. This course provides a focused review of these key concepts & their practical application in governmental auditing. Participants will also explore the independence standards, gaining insights on maintaining objectivity & avoiding conflicts of interest to ensure unbiased & professional audits.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Bears Will Be Bears: Fraudsters Too
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Online
2.00 Credits
Member Price: $89
Bears are intelligent & motivated to find food. When I left some fried chicken in my Jeep while in Gatlinburg, a bear tore a hole in the top & ate the chicken & part of my Jeep. He was just a bear being a bear. I'm responsible because I left the chicken in the Jeep & gave him the opportunity. Similarly, people are intelligent & motivated to survive. If we give them opportunity by not implementing good internal controls, they will take our assets. This session reviews the investigation & prosecution of the former director of a conference center who took advantage of lax internal controls of a joint-venture & stole thousands. She was just a fraudster being a fraudster.
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.
Integrate ChatGPT into Your Client Advisory Services-Updated
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Online
2.00 Credits
Member Price: $89
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Invest in Your Mental Health & Avoid Burnout
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Online
2.00 Credits
Member Price: $89
For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization. To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $55
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0 and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CalCPA Workplace Wellness 2026 - The Art of Meaningful Choices
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Online
1.00 Credits
Co-hosted by CalCPA President & CEO Denise LeDuc Froemming and CalCPA Health CEO Ron Lang, CalCPA's Workplace Wellness Series offer actionable strategies to support employee wellbeing, and are free to members. Explore how intentional sacrifice, smart prioritization, and realistic expectations can help you grow personally and professionally. This session provides tools like the Eisenhower Matrix and MoSCoW Method to help you focus on what truly matters and make choices that align with your long-term goals. Learn to navigate fear, protect your well-being, and build a support system that keeps you grounded while pursuing what's most important.
Looking at the AICPA’s “Non-authoritative Guidance” From an Ethics Perspective
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Online
2.00 Credits
Member Price: $79
Most professional accountants are at least somewhat familiar with the AICPA's Code of Professional Conduct, available at the AICPA's online ethics library. But the online ethics library also includes other information, such as non-authoritative case studies. This course provides an overview of: & commentary on: these instructive supplemental materials.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Current Issues in Accounting & Auditing: An Annual Update
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Online
4.00 Credits
Member Price: $159
Designed for accounting, auditing and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including a discussion of the FASB's Stage 3 PIR report on ASC 606. It also provides an overview of recent PCAOB inspection report findings and SEC rulemaking activity. Through hands-on examples and illustrations, this course will help you apply the guidance in practice. We further discuss other important A&A practice matters to be aware of, including an update on the quality management standards and soon-to-be-effective requirements for engagement quality reviews.
Surgent's Individual & Financial-Planning Tax Camp
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Online
8.00 Credits
Member Price: $299
Each year brings its own set of tax planning challenges and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. Please Note: 2026 returns are not covered in this course. They will be covered after their issuance, as part of our spring 2027 course release.
State Tax Nexus: Frequently Awkward Questions
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Online
2.00 Credits
Member Price: $89
Award winning discussion leader Mark Hugh discusses both nexus basics & new developments in the dynamic, ever changing world of state income & sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in states comprising 50% of the US & identifies free, online multistate resources. 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
Qualified Business Income (QBI) Deduction (199A): The Ins & Outs
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Online
8.00 Credits
Member Price: $300
The Tax Cuts & Jobs Act (TCJA) was a major overhaul of our tax system that lowered the income tax rates for individual & corporate taxpayers & introduced the new 20% qualified business income (QBI) deduction for sole proprietors & pass-through entities. The cornerstone of this course is the comprehensive discussion of the 20% QBI deduction final regulations under IRC 199A. 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
