WICPA CPE & Special Event Catalog
Consolidation Accounting 26-27
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Online
4.00 Credits
Member Price: $175
Consolidations have always been a complex topic in accounting. This course will discuss the requirements to consolidate and private company options. It will cover which entities need to consolidate and include an in-depth discussion on variable interest entities (VIEs). It will also cover the FASB's recent revisions to the Financial Accounting Concepts (FACs) chapter on entities.
Compilation, Preparation & Review Basics & Peer Reviews
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Online
2.00 Credits
Member Price: $89
Cover the basic requirements for performing preparation, compilation and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event
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.
Numbers to Narrative: Storytelling in Business Communication
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Online
1.00 Credits
Member Price: $55
Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define context, introduce tension, present evidence and guide audiences toward resolution. The emphasis is on logical flow and disciplined narrative construction rather than dramatization. The course concludes with application of a structured storytelling model to a professional scenario. 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: Identify Performance Obligations Part I
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Online
1.20 Credits
Member Price: $39
This course is meant to complement the course that evaluates all aspects of the five steps to revenue recognition. The course "Understanding the new revenue recognition rules" examines the five-step model outlined in the standard that organizations must utilize when recognizing revenue. The new standard applies to all companies.
The Controllership Series: The Controllers Role in Internal Controls
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Online
1.50 Credits
Member Price: $79
This course in part of our series on the Controllership Role. Internal control is relevant to everyone in the workplace. It represents our moral responsibility to understand & comply with organization policies & procedures. It also provides the means to hold individuals accountable for their work. The controller is an impactful position that affects a company's processes including financial, compliance & operational. Controller functions vary across companies often following the size & complexity of the business & the industry. Smaller companies require more versatility for the controller Larger companies are more able to segregate job responsibilities across other employees. The controller should be knowledgeable of the various controls to create a control system that will appropriately safeguard company assets & processes. Internal controls are typically comprised of control activities such as authorization, documentation, reconciliation, security & segregation of duties.
Government Ethics: Theory & Application (VBOA Approved)
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Online
2.00 Credits
Member Price: $89
This Virginia Board of Accountancy-approved ethics course begins with the 2026 Virginia ethics updates required by the Virginia Board of Accountancy. The course then expands to examine the ethical principles established in Government Auditing Standards (Yellow Book) issued by the U.S. Government Accountability Office. Participants will review core ethical principles applicable to governmental auditors, including serving the public interest, maintaining integrity, objectivity & professional behavior. The course emphasizes practical application of these principles, with focused discussion on independence requirements, maintaining objectivity & identifying & avoiding conflicts of interest. Designed for auditors performing governmental & Yellow Book engagements, this course reinforces ethical decision-making & supports compliance with both Virginia-specific ethics requirements & broader professional standards governing governmental audits.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
International Tax Treaties
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Online
2.00 Credits
Member Price: $89
This course presents an overview of tax treaties & how they are used in structuring transactions & determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws & the purpose of the tax treaties in avoiding & eliminating double taxation to promote trade & investment. The participant will learn about planning opportunities to contemplate when structuring foreign operations. 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.
Microsoft Outlook "Must Know" Email Tips
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Online
2.00 Credits
Member Price: $89
If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The CPA’s 2026 Guide to Cryptocurrency & Blockchain 26-27
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Online
2.00 Credits
Member Price: $99
We have passed the 15-year anniversary of the start of the cryptocurrency market with the release of Bitcoin in 2010. It is estimated today that 1 in 5 people in the U.S. trade in cryptocurrency. With the recent changes in the legislative landscape this number is poised for substantial growth. In addition, there will be natural evolution towards "smart contracts" powered by AI and the integration of cryptocurrency as the payment mechanism. For these reasons, it is important for every CPA to have a baseline understanding of the cryptocurrency marketplace and the technology it is built on.
Taxation of the Cannabis Industry
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Online
2.00 Credits
Member Price: $89
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements and market trends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Written Information Security Plans
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Online
1.00 Credits
Member Price: $55
This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements and implementation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act and how compliances is enforced through IRS Circular 230, AICPA Statements of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Preparing to be a Forensic Accountant: Focus on Network Forensics
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Online
1.50 Credits
Member Price: $79
Network forensics: defined as the investigation of network traffic patterns & data captured in transit between computing devices: can provide insight into the source & extent of an attack. It is used in forensic accounting & with the expansion of information technology it has become a growing field. Network forensics is a relatively new field of forensic science. Computing has become network centric. Data is now available outside of disk-based digital evidence. Network forensics can be performed as a standalone investigation or alongside a computer forensics analysis. When used alongside a computer forensic analysis it is used to reveal links between digital devices or reconstruct how a crime was committed. Network investigations deal with volatile & dynamic information & is a sub-branch of digital forensics. It relates to the monitoring & analysis of computer network traffic for information gathering, legal evidence, or intrusion detection. This course is a complement to our other courses in the series on becoming a forensic accountant.
K2’s Advanced Topics In Power BI
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Online
2.00 Credits
Member Price: $89
So, you've been using Power BI to create fundamental reports & dashboards & now you're ready for even more advanced reporting & if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies & Apps & Content Packs, among others. By taking advantage of the tools & techniques covered in this session, you will be able to move beyond simple reports & dashboards in Power BI & truly leverage the power of this awesome reporting tool.
Employees Today & Tomorrow: Understanding & Improving The Employee Life Cycle
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Online
2.00 Credits
Member Price: $89
Many organizations have a process documented for their employment life cycle but do not look at it wholistically. Having a longer view of the employee life cycle can provide more value to your company that you might think. Join us for an interactive discussion around the entire life cycle of employees with best practices discussed on continuous improvement for your organization. This session will provide an overview of each of the steps in the timeline From multiple perspectives, to provide keen insights on actionable ideas to take back to your workplace & implement today.
Like-Kind Exchanges
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Online
2.20 Credits
Member Price: $89
Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal "shelters" available to those buying & selling real property. We will be covering the basic structure of a LKE & ways a taxpayer can utilize qualified third party intermediaries (QI), tenancy-in-common structures including Delaware Statutory Trusts (DST). We will also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. 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
Ethics, Spirituality, Love & Belonging in the Workplace
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Online
2.00 Credits
Member Price: $89
This webinar invites participants to explore the powerful intersection of ethics, spirituality, love and belonging in the workplace. By shifting from transactional interactions to values-driven communities, organizations can cultivate cultures that honor human dignity while enhancing productivity. This is a heart centered and practical webinar emphasizing how love, belonging and spirituality shape ethical choices. Through a blend of practical strategies for personal and organizational growth and research- based insights, the session demonstrates that these elements are not optional "nice-to-haves." Instead, they are essential drivers of organizational success; shaping environments where people feel valued, connected and inspired to contribute their best. 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.
Form 1041 Advanced Series Part II: Cash & Property Distribution Issues 26-27
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Online
2.00 Credits
Member Price: $99
This is the second in a four-part series. One of the basic rules in fiduciary taxation is that the person or entity that receives the taxable income from the trust or estate is taxed on that income. The calculation of Distributable Net Income (DNI) and the Distribution Deduction determine the allocation of the tax burden between the fiduciary entity and the beneficiary. Therefore, when distributions are made that "carry out" DNI, the fiduciary entity operates as a conduit and the beneficiaries are taxed on the amounts reflected on the Schedule K-1. The fiduciary entity receives a corresponding distribution deduction. When taxable income is accumulated by the entity, the fiduciary pays the tax. We will explore the various distributions made to beneficiaries and their impact on the entity's taxation. Be sure to register for all courses in this series: Form 1041 Advanced Series Part I: Why Complex Trusts are Complicated Form 1041 Advanced Series Part II: Cash & Property Distribution Issues Form 1041 Advanced Series Part III: Sec. 199. Sec. 67(g) & Charitable Deductions Form 1041 Advanced Series Part IIII: Post Mortem Considerations
Surgent's Understanding Non-Compete Agreements
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Online
2.00 Credits
Member Price: $99
The enforceability of non-compete agreements in the U.S. is in flux. While the FTC's proposed ban is on hold pending legal proceedings, existing state laws continue to govern the validity of non-compete clauses. Some states, like California, Oklahoma and North Dakota, prohibit non-compete agreements, while others enforce them under certain conditions. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships and specialized training, among others. Today, employees are more likely to be asked to sign non-compete agreements as a condition of employment. Non-compete agreements are also a common component of a business sale agreement. This program surveys non-compete agreements from all angles, including the current state of play regarding the usefulness and enforceability of agreements going forward. Whether you advise individual clients or work for an employer, this course provides an understanding of common issues that arise in the negotiation and enforcement of non-competes.
2026/27 Annual Update for Governments & Not-for-Profits
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Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting and auditing developments affecting governmental and not-for-profit organizations. The course integrates recent standard-setting activity, emerging global frameworks and major compliance updates to provide a well-rounded view of changes impacting financial reporting and audit requirements. Participants will begin with an overview of recent accounting developments affecting not-for-profit organizations, including Accounting Standards Updates issued by the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities. The course then shifts to governmental accounting developments, covering recent pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104 and 105, along with a high-level overview of active GASB exposure drafts and projects. Participants will gain insight into how these changes affect financial reporting, disclosures and communication with governing bodies. Finally, the course addresses recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide and recent guidance issued through the Office of Management and Budget (OMB). Reporting changes related to SAM.gov are also discussed. Designed for auditors, preparers and financial leaders working with governmental and not-for-profit entities, this course helps participants understand how recent accounting and auditing changes intersect-and what to monitor as requirements continue to evolve. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
