WICPA CPE & Special Event Catalog
Ethics: How to Give & Receive Criticism the Right Way
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Online
2.00 Credits
Member Price: $89
How well do you accept criticism? How might it enrich your business - and you - if you did a better job of it? This distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It's even better to welcome criticism. It's also a good idea to learn how to give criticism the right way. A related topic is the art of giving and receiving apologies and we'll do a deep dive into this area as well. You'll leave with clear guidelines for how to criticize others, accept criticism from them, give meaningful apologies and accept apologies with grace and ethical intelligence. The result will be a stronger CPA practice and a better you. 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.
Finding Errors in Excel Spreadsheets
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Online
2.00 Credits
Member Price: $89
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles. 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 Autonomous Agents in Audit & Assurance
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Online
2.00 Credits
Member Price: $119
This course explores how autonomous agents are transforming internal and external audit functions. Agentic AI is redefining how auditors perform risk assessments, gather evidence, test controls and issue reports. Participants will examine real-world examples, including audit bots from Big Four firms and consider the impact on assurance quality, auditor judgment and documentation standards. Key frameworks from the PCAOB, ISA and AICPA will be discussed, along with governance strategies to ensure audit agents operate reliably, securely and ethically. This redefines the CPA's role in ensuring the integrity and reliability of audit evidence when leveraging AI agents, impacting audit quality and professional skepticism.
Fraud Busters: Controls to Prevent & Detect Fraud
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Online
2.00 Credits
Member Price: $89
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Revenue Recognition Topic 606 Contract With Customers: Identify the Contract Part II
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Online
1.20 Credits
Member Price: $39
This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes & accounting treatment when a contract does not exist.
Communicating in a Virtual & Live Environment: Numbers Matter But So Do Words
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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.
Leaders Eat Last. Why? The Characteristics of Great Leaders
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Online
2.00 Credits
Member Price: $89
If a great leader is someone we are willing to sacrifice for: what do those leaders do that makes us want to do more? Many of us work in dysfunctional organizations that want followers, but have no leaders that lead. What makes a leader effective? True leaders sacrifice, they are trustworthy & they empathize. We discuss the steps to take so you can become a true leader: including, integrity, humility, communication, self-control & self-awareness. With diligence, you can become a better leader & we will discuss how.
Budget Mastery: Walkthroughs & Real World Calculations Towards Tying Budgets To Value
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Online
2.00 Credits
Member Price: $89
This session takes a unique review of the fundamental budget issues faced by all & walks through a detailed modeling process intended to generate discussion & best practices to improve your organization's financial modeling. From the beginning of the accounting process: 'the chart of accounts' to the end of the process: 'the valuation of the company', the budgeting cycle via a live case model to learn best practices common to successful companies. This course stands on its own but is part two of a four part budget mastery series.
K2’s Collaboration: Best Platforms And Practices
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Online
2.00 Credits
Member Price: $89
Collaboration remains one of today's hottest topics. Technology has fueled today's collaboration options & work-from anywhere environments virtually demand collaboration platforms. In this session, you will learn today's best tools & practices to facilitate more effective collaboration in your organization. In this session, you will learn about today's mainstream collaboration platforms & Microsoft 365, Google Workspace & Zoho: & how these options are similar & differ. You will also learn about other collaboration options, including Slack, Zoom & Webex & you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices & procedures that must be in place to optimize your collaborative environments & experiences.
Entertainment, Meals & Travel Expenses: Review & Update
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Online
2.00 Credits
Member Price: $89
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CPA to CFO: Essential Competencies for Finance Leaders
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Online
1.00 Credits
Member Price: $55
The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics in Today’s World & Practical Application Tips
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Online
2.00 Credits
Member Price: $85
The topic of ethics has seemed to permeate every aspect of today's business including occupying a significant spot in today's business, educational & professional curriculum. Yet with all the discussion & awareness on the topic, why is it that significant ethical dilemmas & incidents continue to impact our daily lives? The concept of ethics is based in moral philosophy. In part, that is why it is such a difficult issue to "manage". We often get caught between our independent moral ethical duty, the legal or compliance viewpoint of an issue & management concerns around reputation & ramifications. This course is dedicated to examining a time-line of historical ethical issues that have plagued the business world, evaluating the moral & perceived concepts around ethics & taking a practical look at how moral & ethical concepts impact the creation of an ethical culture.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Insurance & Financial Institutions Conference (Day II)
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Online
8.00 Credits
Member Price: $389
This dynamic two-day event, designed for CPAs and industry professionals, offers a wealth of knowledge across multiple tracks. Join experts on insurance and financial institutions to discuss key issues and opportunities and discover new sectors on the rise. Receive insurance and banking industry updates on regulations, tax, investing and more so you are the best equipped to serve clients in these industries. Access education tailored to your specific needs so that you can implement meaningful insights and strategies. 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 to answer your questions during the event.
Cryptocurrency Transactions: Navigating Federal Tax Rules
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Online
1.00 Credits
Member Price: $39
As cryptocurrencies like Bitcoin, Ethereum & others become more popular, tax authorities around the world are working to create regulations for their use & transactions. This session will address cryptocurrency tax issues & their complexities & challenges that individuals & businesses face when dealing with the taxation of digital currencies. 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
Financial Planning: Auto & Homeowners Insurance
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Online
1.00 Credits
Member Price: $55
While many financial services professionals advise their clients on tax, investment and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Advanced Excel: Hidden Secrets & Gems
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Online
2.00 Credits
Member Price: $89
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets From a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.
CFO & Controller Critical Skills: Budgeting & Forecasting
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Online
2.00 Credits
Member Price: $89
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value. 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
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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.
Take Command of your Time
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Online
2.00 Credits
Member Price: $89
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. 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 Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
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Online
4.00 Credits
Member Price: $159
Getting ready for busy season involves not only knowing what's new for the current year but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.
