WICPA CPE & Special Event Catalog
Communicating in a Virtual & Live Environment: Numbers Matter But So Do Words
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Online
2.00 Credits
Member Price: $89
People fear presenting more than they do "death". Communicating numbers is a scary proposition to overcome for both the presenter & the recipients. This course is designed to enhance the communication skills of CPAs & CFOs by emphasizing the importance of understanding & mastering the facts before delivering any presentation, understand the key elements of presenting a narrative & provide examples to engage live & virtual teams in effective numbers presenting. The goal is to equip financial professionals with the tools needed to overcome fears & provide the best practices research on all types of presentations-from communicating complex financial information effectively to conducting a casual virtual meeting. This is a fun session intended to be interactive with participation either live, virtual or both.
K2’s Excel’s Best New Features
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Online
2.00 Credits
Member Price: $89
With the latest updates in Microsoft 365 & Office 2024, Excel is more powerful than ever. Packed with cutting-edge features, more innovative functions & seamless collaboration tools, the newest version is designed to take your productivity to the next level. Whether you're crunching numbers, building dashboards, or collaborating across teams, these enhancements unlock faster workflows, deeper insights & more thoughtful decision-making. Don't miss your chance to stay ahead of the curve-discover Excel's most exciting new features & learn how to put them to work for you. Your spreadsheet game is about to change-let's make it extraordinary!
Microsoft Excel: Moving Beyond the Basics
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Online
2.00 Credits
Member Price: $89
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods & techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing & reporting information.
Accounting & Auditing for Cryptocurrency
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Online
2.00 Credits
Member Price: $89
Cryptocurrency continues to evolve rapidly, bringing new accounting & auditing considerations for CPAs & auditors. This course provides a practical overview of the accounting & auditing issues associated with cryptocurrency, with an emphasis on recent standard-setting developments & their implications for practice. The accounting portion of the course focuses on ASU 2023-08 & related developments, including recent FASB Board discussions, the FASB's Invitation to Comment & the addition of cryptocurrency-related topics to the FASB's research agenda. Participants will work through a practical case study to apply the guidance in ASU 2023-08, building confidence in accounting for cryptocurrency transactions & balances. The auditing portion of the course addresses key audit considerations related to cryptocurrency, including implications for engagement acceptance & continuance, risk assessment & the design & performance of audit procedures. The course also references the AICPA's Accounting for & Auditing of Digital Assets practice aid to help bridge authoritative guidance & real-world application.
Adobe Acrobat Tips for Working with PDF Files
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Online
2.00 Credits
Member Price: $89
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Asset Misappropriation You Have It: They Want It
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Online
2.00 Credits
Member Price: $89
Have you ever thought about stealing? If the answer is NO, then you need to find another profession because you will never be a successful fraud examiner/investigator or a financial auditor. To find fraud, you must first determine, given the opportunity through weak internal controls, how a person would steal. You have to say to yourself, given the opportunity that exists, how many ways could I take advantage of it? In other words, you must be able to think how you could steal & not be caught. So yes, to find fraud, you must first think about stealing. For a fraudster to be successful, they must make you think fraud is a legitimate transaction. They must make you think it is something that it is not. There are so many places where fraud can be hidden. It is up to you to evaluate where the risks of fraud are in an organization, then design effective investigative procedures to determine if someone took advantage of the opportunity. If they did not, how else may they have taken advantage of the opportunity? One must remember that one weakness in internal control may create several ways to take advantage of it & you must examine every such one. During this session, the many ways fraud can be hidden in asset misappropriations will be discussed. Remember, the number of ways is only limited by one's imagination.
Mastering Rapport Skills for Fun & Profit
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Online
4.00 Credits
Member Price: $149
You only have one chance to make a good first impression. In the fast paced world we live in, being able to create immediate rapport & a sense of trust with people is more important than ever. Fortunately, this is an easily learnable skill that can serve you in both business & in life. People who can master the one minute relationship end up making more money, being better liked & enjoying their clients more.
Estate & Financial Planning for the Older Client
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Online
8.00 Credits
Member Price: $250
Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate & financial strategies designed specifically for older clients, equipping you with the knowledge & skills to address their unique needs & challenges. Throughout the course, participants will explore a wide range of topics, From understanding the complexities of Medicare & various life insurance types to navigating Social Security considerations & exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing & care alternatives & address gifting complexities relevant to older clients. By the end of the program, you'll develop expertise in executing specialized planning requirements for mature clients, ensuring you're well-prepared to provide informed counsel & support in this important aspect of financial practice. Join us & enhance your knowledge in estate & financial planning for the older client today. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab & submit to kori.herrera@acpen.com
Navigating IRS Correspondence: Responding to IRS Letters
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Online
2.00 Credits
Member Price: $89
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. 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 Prepaid Expenses
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Online
2.00 Credits
Member Price: $89
Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions & common risks & threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy & reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools & confidence needed to navigate prepaid expense audits with proficiency.
K2's AI: Real Tools, Real Results
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Online
2.00 Credits
Member Price: $89
This session teaches professionals how to move beyond theory & start using AI to work smarter, faster & more accurately. This hands-on session explores how public accounting & industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics & client service. Participants will see real-world examples of automation, gain practical implementation tips & learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity & position your firm or department for success in the AI-driven accounting era.
The Ethic of Self-Esteem For Women
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Online
2.00 Credits
Member Price: $89
Ethics is ultimately about our relationship to ourself, others and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation to work toward self-love, honor and respect. Matters of self-esteem are important in every aspect of life including goal setting, relationships, establishing boundaries, handling conflict, levels of productivity and expressing our needs in respectful and dignified ways. This course explores traps of low self-esteem and ways to minimize those traps. We also explore components of high self-esteem and actions to foster higher regard for self. 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.
Fraud Assessment for Small & Medium Sized Businesses
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Online
4.00 Credits
Member Price: $149
It is virtually impossible to pick up the daily newspaper & not find an article on some type of fraudulent event. In the wake of the "Era of Fraud, Waste & Excess," one might suspect that potential fraudsters would think twice before committing illegal acts. However, just the opposite seems to be the case. Is there really more fraud or is there simply more fraud awareness? The harsh reality is that it is a little bit of each. Not only has fraud worldwide reached a level of over $7.0 billion in lost revenue but savvy C-level executives now realize that it could happen to their companies-- very easily. When you put these facts together, it adds up to a completely new era of vigilance.
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $149
This program explores the role of client internal controls for balancing efficiency & effectiveness in a risk-based audit. We offer practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers, with particular emphasis on internal controls of small-to-medium clients.
Shorten Month-End: Closing Best Practices
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Online
4.00 Credits
Member Price: $149
Surveys show that the average North American company completes its monthly financial statement closing in six (6) days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better & cheaper. Yes, to all three.
Planning for Small Business Success
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Online
4.00 Credits
Member Price: $149
Strategic Planning for SMEs
AI Prompt Engineering Masterclass for Accountants
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Online
2.00 Credits
Member Price: $89
An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
Member Price: $89
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controllership Series: The Controller's Role in Artificial Intelligence
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Online
1.40 Credits
Member Price: $39
Here's a more detailed look at the controller's role in AI: Data Integrity & Quality:Controllers are responsible for ensuring the quality & integrity of data used to train & inform AI models. They work to establish data governance frameworks, implement data quality initiatives & ensure data lineage (tracking data From source to downstream systems). Risk Management: Controllers assess potential risks associated with AI implementation, including inaccuracies, vulnerabilities & ethical considerations. They help define & implement risk management frameworks for AI, ensuring that AI systems are used responsibly & ethically. Compliance: Controllers stay informed about relevant regulations & ensure AI systems are compliant with those regulations.They monitor AI systems to ensure they are not violating any laws or policies. Transparency & Auditability: Controllers work to ensure that AI decisions are transparent & auditable.They establish processes to review AI decisions & identify potential biases or errors. Collaboration & Training: Controllers work with IT & business teams to understand AI's capabilities & limitations.They provide training to teams on how to use & manage AI tools effectively. Value Creation:Controllers can leverage AI to identify areas for automation, improve efficiency & gain real-time insights into financial operations. They can use AI to make more informed decisions & create more strategic recommendations for action. Emerging Role:The role of the controller is evolving with the rise of AI, with controllers becoming more hands-on throughout the implementation process. They are increasingly seen as catalysts for AI-enabled transformation, helping to identify potential use cases & build confidence in the technology
Accounting & Reporting Long-Term Debt
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Online
2.00 Credits
Member Price: $89
Debt is typically a critical component of the financial statements, impacting the economic decisions of financial statement users. This course will address common issues that may impact the proper presentation & disclosure of debt, including debt covenant compliance & other issues that impact classification of the liability between current vs. noncurrent.
