WICPA CPE & Special Event Catalog
2026/27 Not-for-Profit GAAP Update
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Online
1.00 Credits
Member Price: $55
Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. Participants will gain perspective on the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. This course is designed to help practitioners, financial leaders and auditors of not-for-profit organizations understand both current GAAP requirements and emerging global developments shaping the future of nonprofit financial reporting. 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.
The Controllership Series: The Controllers Role in Financial Forecasting
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Online
1.50 Credits
Member Price: $79
Financial forecasting is an important part of any successful business. It enables businesses to plan for the future & anticipate scenarios based on strategy. The controller helps forecast financials by calculating future revenue & income streams. In recent years, corporate finance has undergone many dramatic changes due to the growth of a number of high-tech tools. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years To maximize performance, Controllers must be aware of how the FC position is changing & how they must adjust to these changes. There are many types & methods of financial forecasting. This course will review the most prevalent forecasts & relative methods being used.
Common Audit & Financial Reporting Deficiencies in State & Local Governments
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Online
2.00 Credits
Member Price: $89
Common Audit & Financial Reporting Deficiencies in State & Local Governments, is a 2 hour webcast detailing many of the more common mistakes that auditors & accountants are making in either the preparation of their annual financial statements or the audits of such financial statements. Deficiencies in audit standards (AICPA, GAO, Single Audit) & preparation standards (GASB) noted in this webcast are driven by the most recent results found in audit organization peer reviews, workpaper or desk reviews & various organizations checklists for oversight.
Fraud Busters: Controls to Prevent & Detect Fraud
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Online
2.00 Credits
Member Price: $89
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. 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 Essential Depreciation & Expensing Update
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Online
4.00 Credits
Member Price: $159
This course offers a comprehensive analysis of the evolving rules surrounding depreciation, amortization and property transactions, incorporating the latest inflation adjustments and technical corrections. It offers practical guidance through real-world examples and case studies to clarify complex rules and help professionals stay compliant and informed amid ongoing change.
Fundamentals of Form 1040: Business
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Online
4.00 Credits
Member Price: $149
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. 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 Expenses & Payables
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Online
2.00 Credits
Member Price: $89
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. 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.
The Controller Function: Inventory Part I
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Online
1.80 Credits
Member Price: $79
This course is one of the courses dedicated to our Controllership series. This series of courses 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 will discuss the area of inventory. This specific segment in the first part of a two-part series on inventory. We explore how the controller can move these responsibilities into more of a strategic role. This course takes a look at some of the typical concepts & duties involved in the inventory function that is sometimes viewed as operational roles. We explore how these areas are strongly tied to the importance of the controllership role & how the controller can add value in each area.
Fraud & Financial Distortion: What May Be Hiding Behind the Numbers
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Online
2.00 Credits
Member Price: $89
Financial statements are intended to communicate the financial condition of an organization, but the numbers themselves are only a translation of underlying business operations. When financial professionals focus solely on the accounting presentation without understanding the operational realities behind those numbers, significant risks, distortions, or even fraud can go undetected. This course explores how CPAs, auditors, controllers & financial analysts can apply operational thinking when reviewing financial information. Participants will learn how to translate financial results back into operational language & evaluate whether a business model is plausible. Through practical examples & real-world case studies, the program highlights warning signs that may indicate financial distortion or misrepresentation. The session equips participants with practical questions & analytical tools to help identify what may be hiding behind seemingly reasonable financial statements.
IRS Penalties & Abatements
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Online
2.00 Credits
Member Price: $89
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause". This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's Productivity Life Hacks
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Online
2.00 Credits
Member Price: $89
Today's busy professional has an ever-expanding workload, but delivery timelines are decreasing. We have more meetings, more emails & more work projects. Outside of work, we have increased family & social obligations. Simply, there aren't enough hours in the day to get everything done. We all could benefit From an extra hour of productivity throughout the day. Effectively using technology in your personal & business life is a great way to get more mileage out of your day. This course will look at 10 different tools or services that can make your life easier or take the headache out of mundane tasks. We will look at tools that simplify scheduling appointments, take the hassle out of tracking time, improve data sharing between applications & more. Participants will leave this class with tips & tricks on shaving hours of time per week.
Leverage PowerBI.com to Create Data Analysis for Others
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Online
2.00 Credits
Member Price: $89
Unlock the full potential of data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports and dashboards and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease and add a valuable credential to your portfolio. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Inventory Observation: Cretaceous Conservatory Simulation
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Online
3.00 Credits
Member Price: $109
Step into the heart of the Cretaceous Conservatory for an unforgettable inventory observation adventure! In this immersive simulation, you'll travel to a remote island where the inventory isn't just vast, it's alive. As an auditor responsible for ensuring accuracy in the company's dinosaur-development operations, you'll face wild risks, navigate complex inventory procedures & confront the unexpected. Through hands-on scenarios, you'll learn to identify misstatements, evaluate unique inventory challenges & apply standard observation techniques all while staying one step ahead of potential disaster. Can you survive the wilds of the Cretaceous & emerge as the ultimate inventory explorer, or will the risks prove too much to handle?
Exploring Internal Controls That Could Have Prevented Frauds
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Online
2.00 Credits
Member Price: $89
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controller Function: Cash & Investments
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Online
1.40 Credits
Member Price: $39
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.
The AI Revolution in 2026: What CPAs Should Know
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Online
2.00 Credits
Member Price: $89
AI is reshaping accounting, tax and finance. This update surveys the state of AI technology in 2026: core concepts, software tools, risks/controls and practical CPA use cases. You will leave with an expanded AI vocabulary, a current view of the AI landscape and actionable talking points for staff, clients and service providers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Nonprofit Internal Control: Practical Insights into Mitigating Financial Reporting, Compliance & Other Risks
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Online
4.00 Credits
Member Price: $149
There is simply no denying that a sufficiently designed & effectively operating system of internal controls over reliable financial reporting is more important than ever. The primary objective of this course is to give participants "hands-on" practice in designing, evaluating & communicating conclusions related to design & operating effectiveness of internal controls over reliable financial reporting & other risks for nonprofit environments.
Workforce Transformation & Talent Management in 2025
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Online
1.00 Credits
Member Price: $55
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus and People Acceleration. Drawing from success stories in manufacturing, healthcare and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs and building sustainable talent pipelines in an era of technological disruption and demographic shifts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controller Function: Inventory Part II: Valuation, Inventory Methods & Inventory Fraud
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Online
1.50 Credits
Member Price: $79
This course is one of the courses dedicated to our Controllership Series. This series of courses 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 continue our discussion on inventory From segment one. This specific segment focuses on areas of inventory valuation, the types of physical inventory methods & inventory fraud. These areas are critical for the controller to have a strong comprehension of & also participate in the development of policies & procedures.
