WICPA CPE & Special Event Catalog
Get started with Power BI
-
Online
2.00 Credits
Member Price: $89
Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service and Power BI Report Server. In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features and its seamless integration with Excel. The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts. 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 Management Fundamentals
-
Online
4.00 Credits
Member Price: $159
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
Forensic Accounting: When The Office Is A Crime Scene
-
Online
4.00 Credits
Member Price: $149
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial and best practices in preserving electronic and paper evidence. 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 II
-
Online
1.40 Credits
Member Price: $39
Properly identifying performance obligations is a critical step in the five-step revenue recognition model. It is a step that must be completed at the inception of the contract & prior to moving on to step three of the model. As discussed in segment one on performance obligations, there are many types & variations of obligations & as such, management will be required to utilize significant judgment when applying this step. However, it is important that the judgment be supported by considerations of the proper factors. The course further evaluates areas that impact performance obligations. We utilize multiple examples From various industries to illustrate the considerations that must be evaluated in line with both identifying performance obligations & allocating the transaction price appropriately.
Beyond the Numbers: Success Strategies for Female CPAs
-
Online
2.00 Credits
Member Price: $89
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ChatGPT & Advanced Accounting Research
-
Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage and professional judgment. 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 Data at 30,000 Feet: Traveling Smart with Client & Personal Information
-
Online
2.00 Credits
Member Price: $119
Whether you're heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we'll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and applicable laws. We'll examine how data can be accessed — legitimately or maliciously — by third parties during travel and offer practical strategies to minimize risk, from using loaner devices and mobile device management to coordinating with IT before departure. The session includes current border search rules, international considerations and actionable tips for staying secure in transit.
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections & Selling a Partnership Interest
-
Online
2.00 Credits
Member Price: $99
Partnership tax law is always difficult. However, when certain transactions come up, not knowing how to handle them can be costly to clients and practitioners. In this course, we discuss several of these types of situations. We will explore the tax impacts of a PTE election and how a 754 election affects the inside basis of partnership assets. We will then examine those tricky look-through provisions on the sale of a partnership interest in order to properly calculate the tax implications.
The FASB Conceptual Framework
-
Online
2.00 Credits
Member Price: $89
Accounting is a man-made science, built on principles that require a consistent framework to ensure comparability & reliability in practice. This course introduces participants to the FASB Conceptual Framework, which serves not only as the foundation for developing accounting standards but also as a guide for applying sound judgment in practice. Jeff Sailor will cover the key elements of the framework, focusing on recognition, measurement, qualitative characteristics & disclosure requirements. The course will draw on all eight chapters of Statement of Financial Accounting Concepts (Concept 8), bringing clarity to how the framework supports financial reporting. Jeff's signature video parodies will also be featured, offering memorable reinforcement of the material.
What's Going on at the AICPA (2026/27)
-
Online
2.00 Credits
Member Price: $89
Stay current on key developments affecting audit & attestation engagements with this comprehensive update on what's happening at the AICPA. This course begins with the next phase of quality management, with a particular focus on firms' monitoring & remediation responsibilities & what those requirements mean in practice. Participants will also review recent & upcoming standards impacting audit, attestation & consulting engagements, including SSAE No. 24 & SSARS No. 26, along with high-impact exposure drafts related to confirmations & fraud. The course concludes with an overview of SAS No. 149 & its implications for group audits. Designed as a timely update for practitioners, this course helps participants understand how recent & proposed changes may affect engagement planning, execution & compliance in the years ahead.
K2’s Data Analytics For Accountants And Auditors
-
Online
4.00 Credits
Member Price: $149
In today's world of "Big Data" every business professional is a data analyst to some extent. This is especially true for auditors, who increasingly rely on data analytics to identify situations that require follow-up & investigation. Those who master the tools & techniques for thorough data analysis can achieve superior results in less time. Join our dynamic session to unlock the full potential of data analytics! You'll explore various tools & techniques, including Excel, multiple Excel add-ins & Microsoft's Power BI application. Whether you're looking to enhance your skills or dive deeper into the world of data analytics, this course is designed for you. Our expert instructors will guide you through practical, real-world examples, ensuring you grasp the key concepts & apply them effectively. Don't miss this opportunity to elevate your data analysis skills & stay ahead in your field. Enroll now & transform your approach to data analytics!
How to Build a Custom AI Chatbot & GPT in Plain English
-
Online
2.00 Credits
Member Price: $89
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems and NotebookLM, participants will learn to design, deploy and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously. 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 Forensic Accounting
-
Online
1.80 Credits
Member Price: $79
This course provides a high-level overview & introduction into the world of the forensic accountant. Most accountants have an understanding of the concept of fraud & how it impacts companies, but many individuals do not have a full comprehension of the variance in the work performed by a forensic accountant versus a typical management accountant. This course is meant for those individuals interested in understanding the variances in the job tasks & responsibilities of forensic accountants versus typical financial or management accountants. Forensic accountants or auditors take a unique focus on performing their work. Typically, when a person with forensic experience is called in to examine financial records, it is due to suspicion of fraud, evaluation of assets, or even to track down fundamentally incorrect accounting: intentional or not. As fraud continues to raise its head in business processes, forensic accountants are discovering new & unique ways to identify, examine & support their hypotheses & investigative techniques. The work performed by a forensic specialist can be interesting & full of potential potholes if evidence isn't examined according to proper protocols & standards.
K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
-
Online
2.00 Credits
Member Price: $89
Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams & streamlined operations. This course provides accounting professionals with practical guidance on implementing & optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models & client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation & reporting platforms. It offers insights into best practices for managing client expectations & delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS & identify critical steps to build a scalable CAS practice that aligns with their firm's goals. The course also addresses the importance of data security, governance & compliance in providing CAS to ensure ethical & professional service delivery.
Employees Today & Tomorrow: The ROI on Your People?
-
Online
2.00 Credits
Member Price: $89
Employees drive the written & unwritten culture at your organization. Understanding the key workplace issues & how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce & discuss multiple practical solutions that will enhance your leadership & growth. How can we realize the most From our staff?
The Controllership Series: The Treasury Function Part I: Cash & Investing
-
Online
2.00 Credits
Member Price: $89
This course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role & stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we discuss the area of cash & investments & explore how the controller can move these responsibilities into more of a strategic role. In today's world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understanding & managing the organizations' cash position. This is certainly important and, in some areas, can be seen as a staple of the lifeblood of the organization's ongoing viability. This course takes a look at some of the typical objectives involved in Cash management & then evaluates how those objectives can be further stretched into strategic pillars of the organization.
Common Financial Statement Disclosures
-
Online
2.00 Credits
Member Price: $89
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. 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 Strategies for Maximizing Social Security Benefits
-
Online
2.00 Credits
Member Price: $99
As Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key rules have led to confusion and sometimes misguided decisions. This program offers tax practitioners the knowledge they need to help clients make informed choices about Social Security and retirement income.
Basic Individual Taxation Course
-
Online
2.00 Credits
Member Price: $89
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
From Numbers to Narratives: Mastering Data Analysis for CPAs
-
Online
2.00 Credits
Member Price: $89
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight and strategic advisory skills. "From Numbers to Narratives: Mastering Data Analysis for CPAs" explores the "why" behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive. This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications - such as Excel, Power Query, Power BI, OneDrive and Teams - can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
