WICPA CPE & Special Event Catalog
Business Tax Update: OBBA & Recent Developments
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Online
2.00 Credits
Member Price: $89
A discussion of the latest tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. 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 Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting & Finance Professionals
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Online
2.00 Credits
Member Price: $119
Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss the comparison between Trump Accounts and other accounts, such as 529 Plans and Roth IRAs. In addition, coverage will be provided on how the pilot program will function to give $1,000 to newborns.
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions & Selling Shares
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Online
2.00 Credits
Member Price: $99
S corporation taxation has a lot of pieces. There are helpful elections you can make that can potentially save your client money, but there are also rigid rules to adhere to. For example, if there is more than one class of stock, it can terminate the S corporation election. Learning how to successfully navigate these rules can make all the difference. In this course, we will discuss some of the more common specialty areas experienced by practitioners — late filing relief for S corporation elections, disproportionate distributions and selling S corporation shares. While these items may not come up on every single Form 1120-S, you will be able to add more value to clients when they do.
Employee Theft: Understanding the Why & Preventing the Loss With Terry Shulman
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Online
2.40 Credits
Member Price: $99
Employee theft is a growing problem, costing businesses billions of dollars annually. In this compelling session, Terry Shulman provides an in-depth look at the psychological, social & organizational factors that drive employees to steal. As both a legal & behavioral expert, Shulman blends real-world case studies with psychological insights to explore why good employees make bad choices-- and what businesses can do to prevent it.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Understanding Internal Control Constructs
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Online
4.00 Credits
Member Price: $149
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Get a Better Return on Financial Statement Audits: Avoiding the Most Misapplied Risk-Based Audit Concepts
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Online
8.00 Credits
Member Price: $250
By far, the biggest contributing factor that leads to a profitable, yet high quality, financial statement audit is the proper identification, evaluation & response to assessed risk of material misstatement. When designing your detailed audit plan, how & where you decide to spend your time is largely a matter of professional judgment. The proven tips & techniques for critically rethinking how you plan & design your audit taught in this course will help auditors enhance audit quality & manage profitability in all engagements.
A Working Parent's Guide to Prioritizing Mental Wellness
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Online
2.00 Credits
Member Price: $89
Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges head-on by providing actionable strategies to prioritize your mental health and overall well-being. The course emphasizes practical, easy-to-implement techniques tailored for busy working parents. From setting boundaries to prioritizing sleep and physical activity, you'll learn how to create sustainable habits that enhance your well-being. You'll also explore how to recognize the signs that additional support -whether from friends, family, therapy, or other resources- is necessary and how to seek help without guilt or hesitation. Ultimately, this course will help you regain a sense of balance and control in your life by equipping you with tools to manage stress, build resilience and rediscover joy in both your professional and personal 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 Preparation & Compilation Engagements Under the SSARS
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Online
4.00 Credits
Member Price: $159
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of relevant sections of the SSARS related to preparation and compilation engagements with a focus on how recently issued updates to SSARS No. 21 impact these engagements. More importantly, you will be provided practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.
K2's AI Accounting And Fraud Detection
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Online
2.00 Credits
Member Price: $89
As accounting software evolves, AI-native systems are transforming how firms manage data & measure results. This session explores emerging AI-integrated general ledger platforms such as Digits, Puzzle.io & Docyt. It examines how new technologies, like vibe coding & low-code/no-code automation, are reshaping efficiency & improving fraud detection. Attendees will learn to assess ROI across accounting tools, identify key performance metrics & develop an automation strategy that enhances accuracy, productivity & profitability. This course equips professionals to make smarter technology investments & prepare for the next wave of AI-driven accounting transformation.
Navigating IRS Collections: The Collection Process
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Online
2.00 Credits
Member Price: $89
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionally, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. 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 Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
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Online
2.00 Credits
Member Price: $119
This hands-on course introduces accountants, auditors and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play, prompt engineering and guided interaction loops to create agents that simulate planning, decision-making and communication workflows. No coding or advanced access is required. Participants will practice designing task-specific prompts, simulating agent autonomy using flipped interaction patterns and evaluating agent output for risk and effectiveness. This course makes agentic AI accessible to all learners through practical, scenario-based exercises using tools they already have.
Surgent's The Americans with Disabilities Act & the Family & Medical Leave Act
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Online
0.00 Credits
Member Price: $99
The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure "equality of opportunity" and "economic self-sufficiency" for individuals with disabilities. Yet both laws have proven challenging for employers. These laws are complex with rules that can be confusing and often misunderstood. This webinar is designed to provide information, guidelines and examples of the key concepts under both laws.
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.
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.
Partnership Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
Member Price: $149
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative & tax form changes. Emphasis will be placed on partners "tax basis" capital accounts & now required for tax form reporting, as well an overview of K-2 & K-3 reporting requirements & effective dates. 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
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.
Advanced Cost Accounting: Eliminate Calculation Distortions
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Online
2.00 Credits
Member Price: $89
Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products & too little cost to difficult, low-volume "dog" jobs, putting an organization with inferior information at a significant competitive disadvantage. The secret to being the "smart competitor" is learning how to deal with overhead. This session will show you how to assign 16 key overhead categories. Whether you work in a wholesale, retail, healthcare, service or manufacturing business, you will find this session invaluable. Get your cost right & you will be able to give the "dogs" to your competitors & keep the "gravy" for yourself.
Select Estate and Life Planning Issues For The Middle-Income Client
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Online
4.00 Credits
Member Price: $199
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.
2026/27 Yellow Book Update
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Online
1.00 Credits
Member Price: $55
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The course also addresses the GAO's implementation delay and its implications for 2026 audit planning. Participants will gain context around recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities. In addition, the course includes an overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Audit Prepaid Expenses
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Online
2.00 Credits
Member Price: $89
Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions & common risks & threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy & reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools & confidence needed to navigate prepaid expense audits with proficiency.
