WICPA CPE & Special Event Catalog
Surgent's Governing Agentic AI: Cybersecurity, Data & Risk
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Online
2.00 Credits
Member Price: $119
As accounting firms and financial institutions deploy agentic AI, they face significant governance challenges. This course focuses on cybersecurity, data governance and risk management practices essential for the safe and effective use of autonomous systems. Participants will examine frameworks such as NIST AI RMF and the CSA's red-teaming guidelines, as well as case studies on AI-powered cyber incidents. The course equips professionals to assess agentic system vulnerabilities, implement controls and integrate risk insights into enterprise compliance strategies. This course equips CPAs to fulfill their oversight responsibilities in safeguarding financial data and ensuring the reliability of autonomous systems within the enterprise's control environment.
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Online
2.00 Credits
Member Price: $99
Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization.
Surgent's The AI-augmented Professional: Practical Tools, Real Risks & Immediate Use Cases
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Online
2.00 Credits
Member Price: $99
Artificial Intelligence is no longer a future concept; it is a current necessity. This session provides a practical roadmap for practitioners to leverage AI safely and effectively. We move from a survey of available tools (from free apps to specialized software) to a deep dive into the ethical guardrails required to protect client data and maintain professional standards. Participants will leave with a playbook of real-world use cases that can be implemented immediately.
Creating A Coaching Leadership Style
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Online
3.00 Credits
Member Price: $109
This course explores the leadership & coaching principles, concepts, frameworks, techniques & competencies that will lead to a Coaching Leadership Style. While it is often said that effective leadership is situational, the leadership style that is employed in the everyday workplace is typically the dominant style of the leader. The leadership style that emphasizes coaching in lieu of others that are more autocratic, affiliative, or even more participative can be more fulfilling for the leader, employee & team. The course illustrates how a Coaching Leadership Style leads to a highly desirable organization culture. This course takes the attendee through a coaching process & discovery that can be applied to various situations. Results one can expect From the Coaching Leadership Style are covered as are measurements depicting the success of this leadership style. The attendee will walk away with the knowledge & skills necessary to begin leading their company towards a coaching culture that will leave employees motivated, transformed & driven to higher levels of innovation & performance From the empowerment of the Coaching Leadership Style.
How SAS Nos. 134-145 Improve Risk-Based Audits
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Online
4.00 Credits
Member Price: $149
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. 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 You’ve Got This: An Introduction to Yellow Book & Single Audits
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Online
4.00 Credits
Member Price: $159
If you work with governments or not-for-profits, mastering the fundamentals of Yellow Book and single audits is essential. This beginner-friendly course breaks down the key requirements of the Yellow Book and the Uniform Guidance for Federal Awards into clear, manageable concepts. You'll learn the essentials of performing Yellow Book and single audits with confidence—building a strong foundation, boosting your understanding and equipping you to conduct audits efficiently and effectively.
Controls to Secure the Growing Digital Footprint
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Online
4.00 Credits
Member Price: $149
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they and their companies secure digital information. 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 Weekly Expert Hour
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Online
1.00 Credits
Member Price: $59
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today — your clients and your bottom line will thank you.
Revenue Recognition: Recognize Revenue
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Online
1.00 Credits
Member Price: $39
This segment is designed to evaluate Step Five of the new model dealing with recognizing revenue which is the final step in applying the new revenue recognition standard. For performance obligations that are fulfilled at a point in time, revenue is recognized at the fulfillment of the performance obligation. For performance obligations to be satisfied over time, an entity must decide how to appropriately measure the progress & completion of the performance obligation. A performance obligation is satisfied when or as control of the good or service is transferred to the customer. There are several issues companies should consider in applying step 5 of the standard: Determining if a Performance Obligation is satisfied over time, Identifying indicators of transfer of control of good/services, Utilizing input & output methods to measure progress of revenue recognition, Understanding stand-ready obligations & how to apply discounts.
The Controller Function: Strategic & Annual Planning
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Online
1.20 Credits
Member Price: $39
This course corresponds to our Controllership series. Within this course, we specifically address the Controllers role & pro-active potentials in organization Strategic & Annual Planning. This series of courses 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. 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. When it comes to the task of strategic planning, many feel this role is primarily the responsibility of the executive team & board. However, in this course, we delve into the various steps of the strategic plan & explore where the Controller can add strategic value through providing functional input & insight. Strategic planning is a process used to identify goals, the strategies necessary to accomplish those goals & the internal performance management system that will be used to monitor & evaluate progress.
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.
Surgent's Artificial Intelligence for Accounting & Finance Professionals
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Online
2.00 Credits
Member Price: $99
Artificial intelligence (AI) is transforming the accounting and finance profession at an unprecedented pace. What began as automation of repetitive tasks has evolved into systems capable of complex data analysis, natural language processing and predictive modeling. Modern AI tools — such as generative AI, machine learning and intelligent automation — are reshaping how professionals audit, forecast, analyze risk and deliver client insights. This course provides accounting and finance professionals with a comprehensive understanding of how AI is reshaping workflows, client services and decision-making. Participants will explore current applications of AI within firms and corporate finance, assess risks and governance considerations and learn strategies for adapting professional roles in an increasingly automated landscape. The program also examines the emerging ethical, regulatory and data privacy challenges associated with AI adoption.
Surgent's Key Roth IRA & Roth 401(k) Rules for Funding & Tax-free Distributions
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Online
2.00 Credits
Member Price: $99
How much can clients contribute to a Roth IRA, Roth 401(k), Roth SEP IRA, or Roth SIMPLE IRA? When do enhanced (super) catch-up contributions apply and when must those catch-up contributions be made on a Roth basis? How does a Roth distribution qualify as tax-free? How did SECURE Act 1.0 and SECURE Act 2.0 fundamentally change Roth funding and distribution rules? These are among the core Roth questions advisors must be able to answer with confidence. As Roth accounts continue to play an increasingly central role in retirement savings strategies — and as contribution rules become more layered and complex — Roth proficiency is no longer optional. In addition, new rules governing age-based enhanced catch-up contributions and the Roth mandate for certain higher-income participants have added a new level of coordination between tax planning, payroll and retirement plan design. In this course, Denise Appleby simplifies the critical rules that govern Roth funding and Roth distributions across Roth IRAs, Roth 401(k)s and related employer plans. Emphasis is placed on understanding how the rules interact, where advisors commonly make mistakes and how recent legislative changes affect real-world planning.
Surgent's Six Common Barriers to Investment Success
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Online
2.00 Credits
Member Price: $99
Many of us expect to use logic when it comes to how we allocate our investments. The adage of "buy low, sell high" is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions and we are often influenced by two seemingly opposing voices that come from two different parts of our brain. The frontal cortex processes lots of information to help us make logical and informed choices. But there's also a small part of the brain, known as the reflexive brain, that is responsible for emotions and survival instincts. Often, this reflexive brain can have a detrimental effect on the way we handle our investments. This course will discuss some behavioral biases that affect our financial decisions. As humans, we need to be aware of how our reflexive behavior impacts our investment decision-making ability. By uncovering and understanding these biases, we may have a better chance of meeting our long-term financial goals.
What's Going on at the GASB (2026/27)
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Online
2.00 Credits
Member Price: $89
This course provides a focused update on major recent pronouncements issued by the Governmental Accounting Standards Board. Coverage includes GASB Statement No. 103 (financial reporting model improvements), GASB Statement No. 104 (enhanced disclosures for capital assets) & GASB Statement No. 105 (subsequent events). Participants will also receive a high-level overview of active GASB exposure drafts & ongoing projects. The course is designed to help auditors, preparers & financial leaders understand how these developments affect audits, financial statement preparation & board reporting.
Forensic Accounting: Crafting Expert Reports
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Online
4.00 Credits
Member Price: $149
When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics and components of an effective report. 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.
NotebookLM Use Cases for Accountants
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis and knowledge-management companion for high-trust work. You'll learn how to convert static financial statements, audit workpapers, client documents and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs and professional judgment so NotebookLM strengthens your analysis instead of replacing it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The 10 Must Know Excel Features
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Online
2.00 Credits
Member Price: $89
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. 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 Frameworks for Single Audit
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Online
1.00 Credits
Member Price: $39
The Uniform Guidance identifies COSO & the Green Book as best practices for internal controls in governmental audits. This course provides a comprehensive review of the COSO framework, including its 2013 update & explores its application to the Green Book. Attendees will learn to recall the five components & 17 principles of internal control, understand the benefits of adopting internal control frameworks & recognize the rationale behind the COSO 2013 update & its impact on auditing practices. Additionally, the course will cover how to leverage Part 6 of the Compliance Supplement to effectively document internal controls.
Ethical Situations: What to do When? featuring Allison McLeod & Don Minges
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Online
1.00 Credits
Member Price: $39
What would you do when ___? Is would the same as should? Examples; Rashmi Airan-Pace & Yale Law School. What should you do when a vendor offers to give you tickets to the NCAA Final Four basketball tournament & your organization will permit it? Prepare for 'situations' before they happen to you.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
