WICPA CPE & Special Event Catalog
Adobe Acrobat Tips for Working with PDF Files
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Online
2.00 Credits
Member Price: $89
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
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Online
2.00 Credits
Member Price: $89
This course provides tax & accounting professionals with a focused overview of Trump Accounts & their practical application in client planning. Participants will examine eligibility requirements, contribution rules, tax treatment & reporting considerations. Through practical examples, the course emphasizes evaluating suitability, identifying planning opportunities & avoiding common compliance pitfalls when incorporating Trump Accounts into client strategies. 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
Surgent's Engagement & Client Retention Best Practices
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Online
2.00 Credits
Member Price: $119
Positive client relationships require work. Miscommunication, unrealistic expectations and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help. This course explores actions accounting and finance professionals can take to create and grow their client relationships. This webinar provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm's profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business.
Data Analytics & Journal Entry Testing for Auditors
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Online
3.00 Credits
Member Price: $109
This course provides a practical understanding of IT controls & SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness & determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas & alignment with Complementary User Entity Controls (CUECs).
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $149
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.
Analyzing Financial Statements
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Online
2.00 Credits
Member Price: $89
This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. 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 Financial Close Process
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Online
1.50 Credits
Member Price: $79
A common challenge for the controller role is in closing the month-end & period-end books in preparation to issue financial statements. This duty requires precision, timing & efficiency. In today's digital world, many organizations have access to financial accounting software that will assist with the steps in the financial close. However, even with this aid it is critical the accountant understand the various steps for the close process & how they inter-relate to other accounting processes. This course gives you an insight into the inter-relationships between many processes that impact the financial close. The closing process has traditionally been a slow one with many companies taking two weeks to close its subsidiary's books & another two to three weeks to roll up & consolidated the results. With the introduction of technology much has been done to help accelerate that process with integrated enterprise resource planning systems & general ledger & consolidate software. Within this segment we will discuss the elements of the financial close & also important concepts to assist the controller in accelerating their close timeline. This includes addressing all functional areas of the close including payroll, invoicing, payables, inventory, cash & the general ledger. We will also discuss important concepts of ensuring your financial close is accurate by discussing bank reconciliations, overhead allocations, bad debt reserves, unpaid wages & accruals for vacation time, account reconciliations, deprecation & overall financial statement review. Note: This course does not address utilizing technology in the financial close. Its focus is to understand the varied procedures involved in the financial close whether or not technology is utilized.
Ethics in Artificial Intelligence
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Online
1.60 Credits
Member Price: $79
Artificial Intelligence (AI) is reshaping industries, decision-making & everyday life at an unprecedented pace. While its potential for innovation is immense, AI also raises profound ethical challenges around fairness, accountability, transparency & human rights. Bias in algorithms, misuse of personal data, opaque decision-making & the displacement of human judgment underscore the urgent need for ethical frameworks to guide AI development & use.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
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.
Indirect Cost Rates 2026: What Nonprofits Must Know to Build NICRA-Proof Proposals
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Online
2.00 Credits
Member Price: $89
Indirect costs are an important aspect of obtaining full cost recovery on grants & cooperative agreements. An indirect rate is a mechanism for recovering allocable indirect costs. Have you struggled to understand how indirect rates work? We will show you Uniform Guidance theory & the mechanical aspects of how indirect rates are constructed. This session will cover the two of the most widely used indirect cost rate proposal templates to obtain Negotiated Indirect Cost Rate Agreements (NICRA) for both the U.S. Department of Health & Human Services (HHS) & U.S. Department of Interior (DOI). We will address: • Fringe & indirect rate examples, • The power of an indirect rate multiplier, • What is an ideal indirect rate, • Mandatory requirements for constructing an indirect rate, • The importance of the Statement of Functional Expense & • Understanding the HHS & DOI model templates.
Reasonable Compensation for S Corps
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Online
2.00 Credits
Member Price: $89
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. 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 Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships & LLCs
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Online
2.00 Credits
Member Price: $99
When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis). If the partnership's assets have appreciated sufficiently, the difference between the new partner's inside and outside basis can be substantial. This disparity can deprive the new partner of depreciation deductions and inflate his or her share of the gain from subsequent property dispositions unless a Section 754 election is in effect. The Section 754 election can also apply when a partnership makes a distribution of property and the basis of the distributed property to the partnership and the basis the partner/distributee will take in the distributed property are not equal. In this case, a partnership can recover basis it would otherwise lose if the 754 election were not in effect.
About the TIGTA: Who Watches the IRS?
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Online
2.00 Credits
Member Price: $89
This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations and inspections and evaluations to promote integrity, economy and efficiency in the administration of the nation's tax system. The course will explore the role of TIGTA in improving the efficiency and effectiveness of the IRS, identifying opportunities to improve the administration of tax laws and upholding ethical standards in the accounting profession. 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: Dealing With Conflicts of Interest: Members in Business & Industry, featuring Don Minges
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Online
1.00 Credits
Member Price: $39
Often a simple situation may seem innocent, but it can lead to large complications quickly. Conflicts of interest are unavoidable & occur frequently for CPAs in business & industry. What will you do when they happen? Will you take the necessary steps to remain ethical & to protect your license? We will show you how in detail. You & I have a responsibility to our organizations & to the public to be ethical. If you do not follow the prescribed steps, as detailed in the Code of Professional Conduct, there will be problems. Do not forget your duty to the public.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Sarbanes-Oxley 20 years later: Sourcing Emerging Risks Part II
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Online
1.80 Credits
Member Price: $79
It would be amiss to not recognize that the passage of time has changed our world. Think of various events such as economic change, technological evolution, the pandemic etc. These are just a few of the changes that may have impacted the manner in which we execute some of the processes outlined in the SOX legislation. In this segment we will focus on sourcing of emerging risks by utilizing to COSO principles.
K2’s Formatting Excel Spreadsheets The Right Way
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Online
2.00 Credits
Member Price: $89
Did you know that business professionals can spend up to half their time in Excel just formatting? It's time to change that! Join this fast-paced, results-driven session & discover Excel formatting best practices that will save you hours & elevate your spreadsheets to a professional level. From Custom Format Codes & Templates to Styles, Precision as Displayed & powerful date & accounting formats, you'll learn how to streamline your workflow & make your data shine. Whether you're building reports, dashboards, or financial models, these formatting techniques will help you work smarter, not harder. Don't let formatting slow you down. Transform your Excel experience, starting now!
Becoming Conflict Competent
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Online
2.00 Credits
Member Price: $89
Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles and build constructive behaviors to manage conflict. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Not Just Your Everyday FASB Update
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Online
4.00 Credits
Member Price: $149
This course highlights significant updates that affect financial reporting & related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting & revenue recognition standards. This course will provide reminders regarding both GAAP & non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review & compilation engagements.
Ethics, AI & Music: What Every CPA Must Know
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Online
1.00 Credits
Member Price: $55
You may be surprised to learn how artificial intelligence is transforming the music you love. For example, what happens when AI creates songs based on other people's work without credit or payment? How should musicians disclose the role of AI in their recordings? The challenges that AI poses for music, such as threats to intellectual property, confidentiality, fairness and professional reputations, are also front and center in accounting. This one-hour ethics course invites you to explore one of your favorite subjects outside of work. You'll discover how the five principles of ethical intelligence can help you listen to music in ways you never considered before. You'll also see how these same principles guide you in making the best decisions in your accounting practice. 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 Controllership Series: Managerial Accounting Basics & Costs
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Online
1.20 Credits
Member Price: $39
Managerial accounting provides economic & financial information for managers & other internal users. Managerial & Financial Accounting have similarities & differences. Each field of accounting deals with the economic events of a business. Both managerial & financial accounting require that a company's economic events be quantified & communicated to interested parties. This another course in our series on the controller's role. The controller's role encompasses many traditional functions. Within this segment of our controllership series, we discuss the area of managerial accounting & the basic concepts that surround this discipline as it primarily relates to cost accounting issues.
