WICPA CPE & Special Event Catalog
Achieving Balance in Work & Life: Part II
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Online
4.00 Credits
Member Price: $149
In trying to achieve life balance, various internal & external obstacles arise. In this course we will look at these obstacles & provide specific ways to overcome them. In addition, we will look at how to excel in every area of your life including your relationships, finances, sense of purpose, level of happiness & your physical health & leisure time pursuits. You will leave this course with powerful methods & a specific plan to move forward in your life in a balanced, healthy & productive manner. Don't forget to take Part 1 of this amazing course.
The Ethics Hour: Ethics is the Engine to Better Leadership: Taking Action, featuring Bob Mims & Don Minges
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Online
1.00 Credits
Member Price: $39
Ethics is grounded in leadership & the finest leaders are always ethical. Every effective leader is ethical, in words & actions. The best leaders communicate effectively. Being trustworthy is more than being honest & fair. In today's turbulent environment, leadership matters more than ever as the talented staff will readily move to ethical leaders. We must enhance our leadership skills to remain valuable. Simple stated: we all want to work for & with, an ethical leader.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Ask Me No Questions & I Will Tell You No Lies
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Online
3.00 Credits
Member Price: $109
As a parent, could you tell when your young children were lying to you? Most of you will say of course I could! How? Was it their words they said or how they acted when they were lying to you? Most of you will say, by the way they acted. We call that body language. Remember, words lie but the body always tells the truth...... without saying a word. At what age does a child learn to lie? When they are about six months old. We teach them & we are really good at it! (We'll talk about it.) As a rule, when an individual tells a lie, they know it's wrong & as result it causes stress. That stress manifests itself in many ways. The individual that is lying wants to get rid of the stress by saying or doing certain things. We call these stress indicators & they can be verbal or nonverbal. It's particularly important to observe what the subject is talking about when the stress indicator appears. If an interviewer is aware of the verbal & nonverbal stress indicators, they can read a person like a book. Remember, words lie but the body always tells the truth. In this session, we will discuss the types of individuals that lie, why they lie & both the verbal & nonverbal indicators of stress. In addition, we will discuss how to get them to tell the truth & make them feel good about it.
Critical "Soft" Skills for CFOs & Controllers
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Online
4.00 Credits
Member Price: $149
Accounting & finance managers & executives must demonstrate sound soft skills necessary for personal growth & organizational success. This course will provide insights into the most crtical personal skills critical for CFOs & Controllers: or those that want to be!
K2’s AI: Better Prompts, Better Results
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Online
1.00 Credits
Member Price: $39
Generative AI is revolutionizing the business world & savvy professionals are embracing this cutting-edge technology. Why? Generative AI offers unparalleled opportunities to boost efficiency & productivity. But to truly harness its power, you need to master the art of crafting effective AI prompts. Join our session to discover the best practices for issuing AI prompts. Discover how to ask the right questions to obtain the information you need quickly & efficiently. Say goodbye to inefficient & ineffective prompts & hello to streamlined, productive interactions with your AI platforms. Don't miss out on this opportunity to elevate your AI game & achieve greater gains in your business. Sign up now & learn the secrets to getting the most out of your AI tools!
The Crawl, Walk, Run of AI Adoption
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Online
1.50 Credits
Member Price: $69
This course is designed to demystify AI for teams and give them the confidence to start using it in their day-to-day work. Aimed at professionals across various functions HR, Operations, Marketing, Finance and more, this session guides participants through the practical stages of AI adoption. From easy-to-use tools, to function-specific and advanced AI platforms. Attendees will leave with a clear understanding of what's possible today, what's coming next and how to get started in a way that delivers immediate value.
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
Member Price: $89
The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession today. Over half of the engagements reviewed by the AICPA failed to meet the requirements of AU-C 230, highlighting a critical need for improvement. This course addresses common misconceptions about audit documentation & provides actionable strategies to overcome these deficiencies. Attendees will learn best practices to ensure compliance with professional standards, enhance audit quality & mitigate risks associated with poor documentation. Whether you are an experienced professional or new to auditing, this course will help you strengthen your documentation practices & uphold the highest standards of the profession.
Business Ethics: 2 Hour
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Online
2.00 Credits
Member Price: $89
Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas & how to resolve them. Being ethical is not the same as complying with the law & ethical issues are not always black & white. This session will review different professional ethical standards. What does integrity mean in the office? If you want to learn lessons From the best in a short time, this session is for you. Participate in engaging dialogue about how to prepare for the inevitable ethical situations. These lessons are valuable for every business leader.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Critical Thinking in a Changing World
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Online
0.00 Credits
Member Price: $49
This course will help teams and individuals improve their problem solving and decision making, especially while under pressure. Utilizing proven critical thinking tools and techniques, attendees will learn how to grow their creativity, increase ideas and innovation and strategically solve challenges using a 360-degree perspective. The workshop will also help people deal with change and create change within the organization.
Resolving Ethical Dilemmas—You Make the Call
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Online
1.50 Credits
Member Price: $79
By now, we should all understand the ethical obligations we have as CPAs. So, theoretically, if we just all agree to remain ethical, we should not have CPA ethical violations. But, of course, our professional ethics committees still have plenty of cases to investigate. This session will examine several ethical frameworks, including the AICPA's Code of Professional Conduct's & the GAO Yellow Book's Threats & Safeguards approach to remaining ethical & resolving ethical dilemmas. The session will present several ethical case studies that illustrate the complexities of & challenges to staying ethical. By exercising our "ethical muscles", we should be better positioned to effectively deal with the ethical dilemmas that we will inevitably encounter.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
Member Price: $149
Valuation techniques & cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review Ten Steps for keeping your financial toolbox full.
Enhancing Performance Through Effective Coaching
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Online
4.00 Credits
Member Price: $149
This business coaching course is designed to enhance your coaching effectiveness by integrating innovative tools like ChatGPT (Generative AI) to support & elevate your coaching practice. You'll explore the key differences & similarities between coaching & managing, uncover the most important skill every coach should master & learn how to get to the root cause of any problem. With hands-on coaching strategies, including neuro-linguistic programming (NLP) techniques, you'll enhance your ability to drive results. Additionally, you'll discover how to use performance gap analysis to identify & bridge gaps, ensuring the success & growth of the individuals you coach.
The Essential SSARS Update With Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This update is essential & designed to assist you in the application of Statements on Standards for Accounting & Review Services (SSARSs) issued by the American Institute of Certified Public Accountants (AICPA). Learn about recently issued SSARS Nos. 26 & 27, identify common accounting & reporting issues & hear about other recent developments.
Doing Debt Differently: Your Roadmap to Changes & Choices for Success
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Online
4.00 Credits
Member Price: $149
Debt is a real problem for many clients, business owners & the general public. It can be ever increasing & causes financial, emotional & physical challenges that seem to spiral out of control. What if you could help your clients "do debt differently"? This strategy turns the game upside down & presents solutions From the inside out. As a CPA, you are already a trusted advisor for your clients. What if you could help your clients be free of this burden? This is a tremendous resource you can offer to your clients, expanding the value of what you offer them by adding these processes to your packages. Clients will be happy to pay for this kind of relief as you support them in doing debt differently. If you are one of the many people who are personally burdened by this situation, these strategies, tools, mindsets & actions will personally help you get better results...so you can go back to the task of expanding & growing your business, sleeping better at night & gaining access to the creativity that will take you to your next level of financial fulfillment. Paying off debt is an inside/outside job. Successful strategies include the internal shifts to mindset & enhancing the inner qualities that are most helpful in paying off debt & practical tools to help make the transition From thinking about paying off debt to actually doing it. This program combines both -- emotional support & dozens of tools & action steps to Do Debt Differently, including: An inventory process to objectively assess the situation & face it head on Guided mind/body processes to alleviate anxiety about the situation Creative exploration (writing & drawing) to gain clarity & specificity Stories & discussion to strengthen your access to the qualities that will be most helpful to your success Using a menu of options to create a personal action plan & an ongoing support team The techniques in this program are creative & easy, but immensely practical. We will combine practical, nuts-and-bolts action steps with powerful tools for mindset-shifting. There is no reason to continue to suffer the burden & overwhelm of debt. Relief is here! Through discussion, interactive exercises, skill building, mindset shifting & powerful actions, you & your clients could be on your way to a debt free life. Please join me for this empowering approach to changing your financial situation.
K2's Ten Questions To Ask Your IT Team
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Online
1.00 Credits
Member Price: $39
Business leaders often struggle to engage meaningfully with their IT teams about critical technology decisions that impact organizational success. This structured program presents ten essential questions every executive should discuss with their technology professionals to ensure proper oversight of cybersecurity, infrastructure & strategic technology initiatives. Participants will gain confidence in addressing complex topics including network security protocols, backup procedures, cloud governance & remote work policies through targeted questioning frameworks that drive actionable outcomes. The course systematically addresses ten critical areas where executive oversight proves essential for business continuity & growth. Attendees will develop practical communication strategies to bridge the gap between business objectives & technology capabilities, ensuring their organizations maintain competitive advantage while managing digital risks effectively. Each question framework provides executives with the tools needed to evaluate current technology practices, identify vulnerabilities & guide strategic technology investments that support organizational goals in today's rapidly evolving digital landscape.
AI at Work: Practical Tools for Professionals
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Online
1.50 Credits
Member Price: $69
Artificial Intelligence (AI) is rapidly reshaping the way financial professionals work, lead and make decisions. Yet for many, AI still feels abstract, intimidating, or too technical. This workshop cuts through the hype and makes AI approachable, practical and immediately useful. Designed for financial professionals, executives and managers, this hands-on session focuses on real workplace applications that improve efficiency, clarity and decision-making. Participants will learn how to use AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and others to streamline everyday tasks, enhance strategic thinking and free up time for higher-value work. Through live demonstrations, interactive exercises and guided experimentation, attendees will leave confident in their ability to integrate AI into their workday, increase productivity and take practical uses back to their teams.
A Guide to Sampling: Part I
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Online
2.00 Credits
Member Price: $89
Sampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable & basics of planning a sample. We'll then focus on the application of sampling in financial statement audits with a look at sampling for substantive procedures. We'll look at the use of monetary unit sampling & tools that can be leveraged to reduce bias in sampling.
I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Member Price: $89
Many practitioners dealing with government & not-for-profit issues are asked to serve as expert witnesses in courts of law or other adjudicatory venues. This session will discuss key issues you need to know when you are asked to serve in this capacity, including: Applicable standards & other engagement acceptance considerations. Preparation requirements & techniques. Dos & don'ts of testifying. Avoiding commons traps & tricks designed to undermine your effectiveness. The session will conclude with a "mock cross-examination" with participants serving as the jury to identify what our witness does right & what he does wrong.
The New Quality Management Standards: What Everyone Needs to Know
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Online
2.00 Credits
Member Price: $89
The AICPA issued the new Quality Management Standards as a part of its overall quality improvement initiative. This course will highlight the foundational principles within the new approach that everyone in the CPA firm should know.
Financial Acumen for Today's HR Leader
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Online
2.00 Credits
Member Price: $89
Financial Acumen for the HR Professional is a part of the series "The HR Professional's Guide to Evolving Business Strategy, Finance & Development." This course identifies how HR Professionals can increase their financial understanding to participate more effectively with management as well as understand the financial results & implications for the business.