WICPA CPE & Special Event Catalog
Supervised AI Agents as Internal Audit Team Members
-
Online
1.00 Credits
Member Price: $39
How should internal auditors & finance team leaders use Agentic AI? What are the dos & do nots? When deployed properly AI is wonderful. Can AI help with SOX testing? We review how to avoid the common mistakes that eliminate the benefits that AI can provide. Join us to learn about those expensive lessons. Agentic AI ('Artificial Intelligence') is rapidly being deployed by leading audit, compliance & finance teams. While AI agents are not yet replacing all of today's knowledge workers like auditors, accountants & IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth & scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk & compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors & IT security professionals to enhance efficiency, consistency & assurance quality. Of critical importance is training & supervision so that the AI agents accomplish their testing to mee the intended quality standards. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal & external assurance. Be prepared & learn From others.
Surgent’s Weekly Expert Hour
-
Online
1.00 Credits
Member Price: $59
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today — your clients and your bottom line will thank you.
Federal Disasters: How to Deduct Personal Casualty Losses
-
Online
1.00 Credits
Member Price: $39
Literally thousands of individual taxpayers may have increased deductions or exclusions From gross income as a result of the Disaster Relief Act of 2023 & OBBBA of 2025. Casualty provisions are retroactive to December 19, 2019 through late 2025. Both low & high-income taxpayers may benefit From RETROACTIVE AND CURRENT deductions. There are also exclusions of payments received as compensation for wildfire damages -- retroactive to 2014! This course will review these provisions which can bring substantial tax savings to clients. 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
Managing Generational & Cultural Variances
-
Online
1.60 Credits
Member Price: $79
Whether you have held a management position for several years, or are just transitioning to a role which requires you to manage other individuals, you will find that becoming & remaining a good manager is often an art rather than just a technical skill! This segment flows nicely with the segment on Managing Traits & Skills. This segment will focus on the dynamics of managing in a world full of several generations in the workforce as well as cultures.
Communicating in a Virtual & Live Environment: Numbers Matter But So Do Words
-
Online
2.00 Credits
Member Price: $89
People fear presenting more than they do "death". Communicating numbers is a scary proposition to overcome for both the presenter & the recipients. This course is designed to enhance the communication skills of CPAs & CFOs by emphasizing the importance of understanding & mastering the facts before delivering any presentation, understand the key elements of presenting a narrative & provide examples to engage live & virtual teams in effective numbers presenting. The goal is to equip financial professionals with the tools needed to overcome fears & provide the best practices research on all types of presentations-from communicating complex financial information effectively to conducting a casual virtual meeting. This is a fun session intended to be interactive with participation either live, virtual or both.
Risk Wrangling: Surviving the Modern Business Rodeo
-
Online
2.00 Credits
Member Price: $89
Risk-based factors are becoming exponentially important considerations for accountants in both public practice & industry. We examine the nature of risks for today's enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 & other guidance aimed at risk considerations for professional engagements. Public & private accountants will enhance their capabilities for assessing & addressing risks faced by today's organizations.
Compilation, Preparation & Review Basics & Peer Reviews
-
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
Exploring Internal Controls That Could Have Prevented Frauds
-
Online
2.00 Credits
Member Price: $89
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2026/27 Annual Update for Governments & Not-for-Profits
-
Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting and auditing developments affecting governmental and not-for-profit organizations. The course integrates recent standard-setting activity, emerging global frameworks and major compliance updates to provide a well-rounded view of changes impacting financial reporting and audit requirements. Participants will begin with an overview of recent accounting developments affecting not-for-profit organizations, including Accounting Standards Updates issued by the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities. The course then shifts to governmental accounting developments, covering recent pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104 and 105, along with a high-level overview of active GASB exposure drafts and projects. Participants will gain insight into how these changes affect financial reporting, disclosures and communication with governing bodies. Finally, the course addresses recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide and recent guidance issued through the Office of Management and Budget (OMB). Reporting changes related to SAM.gov are also discussed. Designed for auditors, preparers and financial leaders working with governmental and not-for-profit entities, this course helps participants understand how recent accounting and auditing changes intersect-and what to monitor as requirements continue to evolve. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
AI & Accounting in Construction
-
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.
Leading Risk Management Practices in a Dynamic Risk Environment: Part I
-
Online
2.00 Credits
Member Price: $89
This session explores how leaders can elevate risk management From a compliance-driven exercise to a strategic capability that enhances resilience & performance. Participants will examine how to establish clear risk governance & appetite, implement continuous risk sensing & prioritize risks based on impact, velocity & interconnectedness. The program emphasizes integrating risk considerations into strategic planning, capital allocation & operational decisions, rather than treating risk as a standalone process. Through practical frameworks & real-world examples, attendees will learn how to assign clear ownership for key risks, design effective response strategies & use meaningful key risk indicators (KRIs) alongside performance metrics. The session also highlights the importance of learning & adaptation-- using scenario analysis, stress testing & post-event reviews to continuously refine assumptions & adjust strategy in a rapidly changing risk landscape. By the end of the program, leaders will be equipped to guide their organizations with confidence through complexity, uncertainty & ongoing disruption.
Mastering Partnership Basis: Inside & Outside Basis
-
Online
2.00 Credits
Member Price: $89
This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. 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 Partner Capital Account Reporting
-
Online
2.00 Credits
Member Price: $99
Accounting and finance professionals are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This webinar covers exactly that. For accounting and finance professionals preparing partnership 1065 forms, this course explains these complex rules in practical and understandable terms.
Taxation of Business Entities
-
Online
2.50 Credits
Member Price: $99
This course will introduce you the different types of business entities & the tax implications of contributions, distributions & earnings, among other topics. 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
Supporting Mental Wellness to Thrive in Work & Life
-
Online
2.00 Credits
Member Price: $89
In today's fast-paced world, maintaining a healthy work-life balance is essential for mental wellness. This course is designed to provide practical tools and strategies to help you create a balanced, fulfilling life. You'll learn actionable techniques for improving sleep hygiene, incorporating proper nutrition, fostering open communication and managing stress. Whether you're struggling with burnout, seeking better work-life harmony, or simply looking to improve your overall well-being, this course offers valuable insights and tools to help you thrive. Designed to fit into your busy schedule, it delivers the guidance you need to make practical, sustainable changes in your life, starting today. 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
-
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
-
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.
Providing Ethical Leadership: Learning to be the Best Version of Yourself
-
Online
1.20 Credits
Member Price: $39
This course will examine certain qualities a leader must exhibit to set an ethical tone From the top.
Exercise Your Ethics: Techniques to Improve Ethical Response
-
Online
2.00 Credits
Member Price: $89
Many courses highlight ethical failures - this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical "muscle" is ready for any dilemma. This course incorporates ideas from leading ethical authors and includes data from the ACFE Report to the Nations. 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.
What You Can Learn From the Statement of Cash Flows
-
Online
2.00 Credits
Member Price: $89
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
