WICPA CPE & Special Event Catalog
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.
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.
Surgent's A Complete Guide to Reporting Form 1099-DA
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Online
2.00 Credits
Member Price: $119
For each digital asset sale that a broker has affected for a customer in 2025, the broker must complete Form 1099-DA. A broker includes any person who, in the ordinary course of a trade or business, stands ready to affect sales of digital assets to be made by others. This program covers the required rules for reporting digital asset transactions on Form 1099-DA.
Surgent's A Complete Tax Guide to Exit Planning
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Online
2.00 Credits
Member Price: $99
When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.
Surgent's Capital Assets: Basis & Taxation for Financial Professionals
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Online
2.00 Credits
Member Price: $119
This course provides a comprehensive understanding of capital assets taxation, basis determination and related tax planning strategies. Participants will explore the fundamental classification of capital assets, the distinction between realization and recognition of gains and losses and the complex rules governing disallowed losses. The course thoroughly examines the various types of capital gains and losses, including short-term, long-term and special categories such as unrecaptured Section 1250 gains and collectibles. Attendees will learn the intricacies of netting capital gains and losses, calculating tax liabilities across different income types and distinguishing between marginal and effective tax rates. The course also covers advanced topics including basis adjustments, wash sale rules, related-party transactions and inherited property treatment. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective capital asset strategies that minimize tax liabilities while ensuring regulatory compliance.
Surgent's Engagement Letters: Scope & Risk Management
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Online
2.00 Credits
Member Price: $99
Strong engagement letters protect your firm. They spell out what work you will (and won't) do, who is responsible for what and how problems will be handled. Weak or vague letters may expose firms to potential liability. In this course, you'll learn how to draft, update and enforce engagement letters that actually work in the real world. We pull from industry guidance, malpractice insurer data and peer-review findings to show you the clauses that matter, how to prevent "scope creep" (work expanding beyond what was agreed) and how to not compromise your independence.
Beyond the Basics of SSARS & Nonattest Services: Are You Certain You Are in Compliance?
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Online
8.00 Credits
Member Price: $250
Practitioners that provide non-audit services must strike the right balance between complying with relevant professional & regulatory standards, providing value-added client service & mitigating litigation & other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting & performance issues associated with the attest services of compilations & reviews where reports are issued, as well as the SSARS preparation of financial statements service & other nonattest engagements.
LLC's & S Corporations: a Comparative Analysis
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Online
8.00 Credits
Member Price: $239
This course focuses on the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. Highlights of entity specific tax forms will be discussed, as well as accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning and audit strategies. Schedules K-1, K-2, K-3 and effectively connected income will be reviewed in this course as well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Internal Control Best Practices
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Online
2.00 Credits
Member Price: $89
Whether your organization is developing a new control framework or seeking to strengthen its current controls, practical development & implementation is critical. This course will review the intersectionality of controls & provide real-world examples & best practices From people to technology & process.
CFO Series: Living in the World of AI: How AI Changed Ethics
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Online
2.00 Credits
Member Price: $89
Quietly, AI has already transformed how we work. These tools offer real opportunity, but they also raise fundamental questions. Is using AI ethical? Is it right? Is not using AI ethical? What happens when employees resist AI? How do we maintain trust and transparency in tools we don't fully understand? And how do we train and deploy AI ethically, without slowing innovation to a crawl? This seminar explores the ethical and organizational challenges of living (and working) in an AI world, with a focus on empowerment, clarity and responsible implementation. We'll discuss how to deploy and train AI responsibly, avoid bias and monitor for hallucinations. We'll also look at how to engage teams in the process and help people understand the proper use of AI. The goal is to make better use of these powerful tools, in a sustainable and ethical way.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
K2’s NextGen Document Management, Workflows, And Portals
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Online
2.00 Credits
Member Price: $89
The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration & internal workflows using AI-enhanced systems & integrated portals. Learn how new-generation ("NextGen or NGX") paperless ecosystems combine security, automation & accessibility to streamline client communications & approvals. The session will review leading document management & workflow tools, portal features & how integration across accounting, tax & client service platforms drives productivity & compliance. Attendees will leave equipped to evaluate & implement modern document systems that enhance client experience while maintaining robust security & compliance controls.
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.
How AI is Automating Internal Control 26-27
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Online
4.00 Credits
Member Price: $175
Artificial Intelligence (AI) is mainstream and most people have a basic understanding of it, but few know the depth and breadth of its capabilities. AI is making an impact in just about everything in business and our lives. The operation of an internal control system is also changing because of this incredible advancement. This course explains what AI is and how it works and goes into detail about how it can be applied to an internal control system. This course explores changes occurring in today's world as well as what's coming.
Tax Update: "One Big Beautiful Bill"
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Online
2.00 Credits
Member Price: $89
This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Retaining Top Talent: Strategies for CPA Firms
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Online
1.00 Credits
Member Price: $55
In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like "pay more, expect less" to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you're a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Psychology of Fraud
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Online
1.50 Credits
Member Price: $79
We all know that Fraud Happens. But, why? Why do people we think we can trust let us down? This session will explore the minds of white-collar criminals & examine some recent high-profile fraud cases. Why did they do it? How did they do it? What were the warning signs? If you think that fraud cannot happen to your organization, this session might give you pause.
Private Company Simplified GAAP Alternatives
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Online
2.00 Credits
Member Price: $89
The FASB formed the Private Company Council to provide certain alternatives in U.S. GAAP that are only available to nonpublic business entities, with limited exceptions for certain nonprofits. This course will provide insight into when adopting the accounting & financial reporting alternatives would be to the advantage of private companies.
S Corporations: How to Calculate Shareholder Basis
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Online
2.00 Credits
Member Price: $89
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares & loans, with a focus on how to use Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. 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 Deep-Dive Hands-on Bootcamp for CPAs 26-27
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Online
2.00 Credits
Member Price: $99
ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it is a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put ChatGPT to work for you and your clients. It is designed as a "hands-on" course that facilitates your following along with the presenter while applying the features of ChatGPT on your computer. Practice files will be provided so that you don't have to expose your confidential data.
Power Skills: Professionalism & Client Interactions
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Online
2.00 Credits
Member Price: $89
Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when communicating with the client and also walk through complicated scenarios to practice what we learn. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
