WICPA CPE & Special Event Catalog
Financial Statement Analysis 26-27
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Online
8.00 Credits
Member Price: $329
Financial statements are the key to most business decisions. Often, the statements are presented as a key piece of information and often they are misunderstood. This program is an overview of financial statements, how data is presented and how to extract needed information that is relevant to business decisions. It will cover the format of the balance sheet, income statement, statement of cash flows and notes to the financial statements.
Retirement Distributions: Planning Options 26-27
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Online
8.00 Credits
Member Price: $329
Retirement accounts may be the largest financial asset your client has. Learn to provide valuable retirement planning input rather than mere RMD calculations. Congress has been changing things: witness Secure and Secure 2.0. Beneficiary rules changed in 2019 but final regulations became effective in 2025. Retirement benefits will be paid to beneficiaries much earlier than was required for pre-2020 deaths. Improper choices and faulty distribution calculations can result in penalties or unnecessary taxes. Retirement plans may be overhauled based on recent legislative changes and IRS interpretations; this effects self-employeds and employees. Course materials contain regulations governing plan distributions and copies of appropriate IRS forms and rulings, updated with the latest cases, rulings, regulations and legislation.
Corporate Finance Technology Selection: Practical Frameworks
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Online
1.00 Credits
Member Price: $55
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations and AI-enabled tools) can dramatically improve close speed, forecasting and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Ethic of Recruitment & Selection
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Online
2.00 Credits
Member Price: $89
Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success. 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 Controller Function: Elevating the Role
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Online
1.50 Credits
Member Price: $79
This is the beginning of a series that will cover major aspects of the Controllership function. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today's world of acronyms such as CFO, CEO, COO, CAO, etc., the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy & transparency of accounting & financial reporting information. A Controller is an individual who has responsibility for all accounting-related activities including high-level accounting, managerial counting & finance activities within a company. The duties of a Controller include assisting with the preparation of the operating budgets, overseeing financial reporting & performing essential duties relating to payroll. However, in today's evolving world, the Controller function can provide much more in-depth value to their organizations. This series is dedicated to exploring the traditional Controller role & stepping out of the box to identify areas where the Controller can add strategic value to their organizations. In this first course we focus on the typical Controller function & begin to identify ways to elevate the function.
Revenue Recognition: Allocate the Transaction Price
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Online
1.80 Credits
Member Price: $79
The updated revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process & industry.
Bears Will Be Bears: Fraudsters Too
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Online
2.00 Credits
Member Price: $89
Bears are intelligent & motivated to find food. When I left some fried chicken in my Jeep while in Gatlinburg, a bear tore a hole in the top & ate the chicken & part of my Jeep. He was just a bear being a bear. I'm responsible because I left the chicken in the Jeep & gave him the opportunity. Similarly, people are intelligent & motivated to survive. If we give them opportunity by not implementing good internal controls, they will take our assets. This session reviews the investigation & prosecution of the former director of a conference center who took advantage of lax internal controls of a joint-venture & stole thousands. She was just a fraudster being a fraudster.
Leases Accounting under Topic 842: Answers to FAQ After Implementation
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Online
2.00 Credits
Member Price: $89
Lease accounting under FASB ASC 842 is now fully effective for all entities. Transitioning to new GAAP always leads to implementation issues & concerns. This course will answer the most common questions asked related to the latest lease accounting & financial reporting requirements after adoption & transition.
Corporate Transparency Act Developments
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Online
2.00 Credits
Member Price: $89
U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Introduction to Governmental Accounting
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Online
2.00 Credits
Member Price: $89
Governmental accounting differs significantly From other forms of accounting & requires a distinct approach to financial reporting. This course introduces the foundational principles of governmental accounting, including fund accounting concepts & the modified accrual basis of accounting. Participants will explore the structure & purpose of governmental fund financial statements & government-wide financial statements, gaining clarity on their objectives, layouts & key elements. The course also addresses essential topics such as component units, the role & structure of Management's Discussion & Analysis (MD&A) & the preparation & significance of the Annual Comprehensive Financial Report (ACFR). Designed for those new to governmental accounting-- or those seeking a refresher-this course provides a solid foundation for understanding & applying governmental financial reporting principles. The course has been updated to reflect recent guidance issued by the Governmental Accounting Standards Board, including GASB Statements 101-105.
Ethical Leadership: Power, Influence, Integrity & Trust
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Online
2.00 Credits
Member Price: $89
Leaders naturally wield power & influence. But, to avoid the temptation of abusing power, leaders must apply ethical behaviors for themselves & others. Words, actions & deeds which demonstrate integrity & trust yield the credibility that make others want to follow ethical leaders. Betraying trust can destroy careers, whole organizations & lives. This is why trust is a top prerequisite for principled & ethical leadership. Positive (and negative) influence is derived From the credibility trust brings. Ethical leaders who continually work to earn & keep trust reap enormous payback in all aspects of business including superior economic, competitive & strategic performance.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
How to Audit: Property, Plant & Equipment
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Online
2.00 Credits
Member Price: $89
Property, Plant, & Equipment is often one of the largest balances on the financial statements. This course will cover the foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform and also walk through some real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Integrate ChatGPT into Your Client Advisory Services-Updated
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Online
2.00 Credits
Member Price: $89
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." 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.
Mastering Charitable Remainder Trusts & Form 5227 Compliance
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Online
2.00 Credits
Member Price: $89
Join us for an in-depth webcast on Charitable Remainder Trusts (CRTs) & the essential aspects of preparing Form 5227. This course will provide a comprehensive overview of CRTs, including their purpose, benefits & practical considerations. Moreover, we will delve into the intricacies of Form 5227, the informational return for charitable remainder trusts, ensuring you have the necessary knowledge to accurately complete & file this crucial document. During this webcast, Art Werner will guide you through the fundamental concepts of Charitable Remainder Trusts, illustrating how they can be utilized as a strategic tool for tax planning. We will explore various types of CRTs, their formation & the different scenarios in which they are most beneficial. A significant portion of the webcast will be dedicated to Form 5227, the reporting requirement for charitable remainder trusts. We will provide an in-depth analysis of the form's components, line by line, ensuring you gain a comprehensive understanding of the information it requires. From trust assets & income to distributions & charitable beneficiaries, we will cover each section, discussing common pitfalls & best practices for accurate reporting. Mr. Werner will address the recent updates & changes to Form 5227, enabling you to stay up to date with the latest compliance requirements. 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.
Upholding Independence While Holding Your Client's Hand
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Online
2.00 Credits
Member Price: $89
Many entities look to their CPA as a trusted advisor when tackling complex accounting topics. This is more relevant now than ever. The FASB's big three accounting pronouncements involving revenue recognition, leasing & credit losses have placed a magnifying glass on this reality. Practitioners need to exercise caution to ensure they maintain independence as they assist their review & audit clients with such matters, as well as with compilation engagements. This course addresses these issues & explores best practices & guidance provided by the AICPA's Code of Professional Conduct.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.
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.
Strategic CFO: Strategic Financial Communications
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Online
2.00 Credits
Member Price: $89
Financial professionals are expected to do more than report numbers-they must explain them in ways others understand & trust. This session focuses on improving financial communication by addressing financial literacy gaps, simplifying complex accounting concepts & building compelling narratives around data. Participants will learn how to use stories, visuals & language effectively to communicate strategy, performance & risk. Through examples & interactive discussion, this session helps CPAs & CFOs become clearer, more confident communicators in both live & virtual environments. Also, some video clips will be used to add to the learning materials & research. Don't worry, they are pretty entertaining.
Surgent's Controllership Skills Update: Budgeting, Forecasting & Big Data
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Online
2.00 Credits
Member Price: $99
Budgets are the vehicle for allocating resources, measuring activities and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer term, demonstrating the lack of this necessary linkage. Forecasting, a critical part of any successful budgeting process, can be flawed by technical errors, organizational structure, or emotional forces. The establishment of a system to collect, process and analyze big data can provide significant insights into the budgeting and forecasting process. An efficient system of incorporating big data and analytics into normal activities will improve management's decision-making. This brief program offers specific actions to improve your forecasting and budgeting activities. In addition, more advanced techniques are identified for the participant's further review, which can be applied throughout an organization. Good budgets effectively allocate resources, provide information for decision-making and serve as an early warning system for unforeseen events. A poor budgeting process fosters a false sense of security, provides inappropriate or inaccurate data and reinforces the status quo. Budgets are about the organization's story, not just the raw numbers!
