WICPA CPE & Special Event Catalog
Liquidity & Uncertainty Disclosures for Nonprofits
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Online
2.00 Credits
Member Price: $89
The current environment could be having an enormous impact on accounting & financial reporting for all entities, including nonprofits. This course will provide insights into the most critical disclosures related to liquidity, accounting uncertainty & going concern for nonprofits.
Become a Data Analysis Expert
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Online
2.00 Credits
Member Price: $89
In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging. You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting and uncover deep insights from your data. Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. It's not just about learning a tool; it's about enhancing your professional identity as a forward-thinking accounting professional. 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 Information Security & Privacy
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Online
2.00 Credits
Member Price: $99
In today's interconnected world, safeguarding information systems is crucial. This course offers a deep dive into information security and privacy principles with a focus on modern cybersecurity threats tied to cloud environments, Internet of Things (IoT) and mobile technologies. The course will also cover data protection during application development. Taking this course will equip accounting professionals with the knowledge to lead in cybersecurity strategy.
S Corporation Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
Member Price: $149
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares & loans. How to use the Form 1120S, Schedule K-1 information for basis determination, as well as an update on Schedules K-2 & K-3. 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
The Essential Guide to Understanding Private Company Financial Statement Disclosures With Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This course addresses frequently encountered disclosures associated with the preparation of private company financial statements prepared in accordance with generally accepted accounting principles (GAAP) issued by the Financial Accounting Standards Board (FASB), or a "Special Purpose Framework"; (SPF), such as cash or tax basis. Learn to research presentation & disclosure requirements & examples using the FASB Codification & other resources. Understand frequent disclosure requirements such as contingencies, risks & uncertainties, accounting policies, revenue recognition, leases, credit losses, impairment, fair value & much more. Know the additional disclosure requirements needed when preparing private company financial statements using a special purpose framework, such as cash or tax basis.
Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
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Online
2.00 Credits
Member Price: $89
What can we learn From one of the largest municipal frauds in U.S. history? Rita Crundwell stole nearly $54 million From the citizens of Dixon, Illinois over the course of two decades. This course examines circumstances that allowed this landmark fraud to occur. We will explore internal control deficiencies & other circumstances that hindered prevention or timely detection of Rita's scheme.
Internal Audit: Keys to Managing an Effective Function
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Online
2.00 Credits
Member Price: $85
The globalization of business, ongoing changes in technology, increased attention of shareholders & stakeholders & the continuing demands of the Audit Committee & senior management require a dynamic framework for managing today's internal audit department. This session, designed by a past Chief Audit Executive with significant exposure to a multitude of industries & internal audit frameworks, explores the key competencies & responsibilities of today's internal audit management & methods for meeting the requirements of the internal audit profession. We will also discuss some of the greatest challenges of the role & how to address those challenges.
K2's Tech Tuneup Tips
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Online
2.00 Credits
Member Price: $89
Technology issues rarely come From major failures-they come From small inefficiencies that compound over time. This practical session focuses on high-impact, low-effort technology tuneups that accounting professionals can apply immediately. Participants will learn proven tips for improving workstation performance, tightening security, streamlining workflows, reducing digital friction & extending the life & value of existing technology investments. The emphasis is on practical configuration changes, overlooked features & operational habits that deliver measurable productivity gains without requiring major system replacements.
S Corporations: Calculating 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 and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many 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.
Smarter Tax Services with Artificial Intelligence Tools
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Online
2.00 Credits
Member Price: $89
There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research and enhance client advisory services with AI too 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 Going Out on Your Own: Entity Types & Accounting Methods
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Online
2.00 Credits
Member Price: $99
Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype and even looked at locations for your new office. Then it dawns on you.... What type of entity do I need to be? Is there really an advantage to choosing one entity type over the other? In this class, we will dig into the differences between entity types - from taxes to liability. We will also look at the advantages and disadvantages of different methods of accounting. Whether you are a small business owner looking to start something new or a practitioner looking to expand your client advisory services, this course is the one for you!
Common Financial Statement Disclosures
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Online
2.00 Credits
Member Price: $89
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Google Gemini Deep Dive Hands-on Bootcamp for CPAs
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Online
2.00 Credits
Member Price: $89
Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, 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 Google Gemini AI to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of Gemini on your computer. Practice files will be provided so that you don't have to expose your confidential data. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Accounting & Reporting Long-Term Debt
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Online
2.00 Credits
Member Price: $89
Debt is typically a critical component of the financial statements, impacting the economic decisions of financial statement users. This course will address common issues that may impact the proper presentation & disclosure of debt, including debt covenant compliance & other issues that impact classification of the liability between current vs. noncurrent.
Leveraging ChatGPT for Innovative Business Advisory Services
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Online
2.00 Credits
Member Price: $89
In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI's powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for increased business analysis efficiency, profitability and growth. It also provides hands-on training for implementing these techniques in real-world scenarios. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Instant Audit? Just Add Risk Assessment
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Online
1.00 Credits
Member Price: $39
What would you do if you only had one workday to complete a financial statement audit? How would you optimize just a handful of hours? What would you test? More importantly, what would you minimize or eliminate? Although one day is unrealistically short, it illustrates how risk-based auditing can help auditors optimize professional effort. This course emphasizes the importance of risk assessment for enhancing both the effectiveness & efficiency of audit procedures.
Resistance to Resilience: Strive for Tech Change Acceptance
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Online
1.00 Credits
Member Price: $55
Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics and automation and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM) and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Best Practices in Obligating Coronavirus State & Local Fiscal Recovery Funds
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Online
1.00 Credits
Member Price: $39
Obligating Coronavirus State & Local Fiscal Recovery Funds (SLFRF) by December 31, 2024 is essential to ensure a recipient does not have to return funds to the Treasury. There are a number of requirements to properly obligate SLFRF funds & opportunities to make changes to projects after the obligation deadline. In this course, we will define what an obligation is under SLFRF, review guidance From the Treasury, learn how to meet the SLFRF obligation deadline in multiple areas & identify when changes can be made to estimates, contracts & subawards after the obligation deadline.
Assessing Independence Under Yellow Book
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Online
1.00 Credits
Member Price: $39
Maintaining independence & adhering to strict ethical standards are essential for professionals in governmental auditing. The Government Accountability Office's (GAO) Yellow Book sets the benchmark for ethics & independence in this field, forming the foundation of professional compliance. This course provides a focused review of key principles & independence requirements, equipping participants with the tools to identify & mitigate common risks of noncompliance. Through practical guidance & real-world examples, attendees will learn to uphold the highest ethical standards & ensure independence in governmental auditing.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
K2's Technology's Seven (Not Quite) Deadly Sins
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Online
1.00 Credits
Member Price: $39
Let's face it: using technology is a necessity because technology permeates all our business activities. Yet, many continue to use technology unwisely, which results in declining productivity & data privacy & security concerns. Participate in this session to learn about seven specific items you can-and should-act upon right away to get back on track with technology. More than just a tech update, in this course, you will learn the "hows" & "whys" associated with implementing the seven technologies discussed. This is "must-see"; CPE for those interested in productivity, efficiency & data privacy & security.
