WICPA CPE & Special Event Catalog
Procurement Standards 2026: What You Need To Know
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Online
2.00 Credits
Member Price: $89
Federal procurement requirements under the Uniform Guidance were significantly revised effective October 1, 2024, introducing new expectations for procurement methods, internal controls, contractor oversight & domestic sourcing preferences. This session will provide grant recipients & subrecipients with practical guidance on implementing compliant procurement procedures under 2 CFR SS200.317-200.327 & aligning procurement policies with updated federal standards & thresholds From the FAR. Attendees will learn how to strengthen procurement documentation, apply revised competition requirements & prepare for federal agency or Single Audit procurement system reviews. This session provides the regulatory application to develop your own SOP.
Measuring Audit Risks
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Online
3.00 Credits
Member Price: $109
SAS 122, AU 240 requires that auditors determine if there is a significant risk that the financial statements are materially misstated due to either error of fraud. This presentation is an overview of how to determine if there is a significant risk of a material risk; whether it is due to error or fraud; & what to do in designing your audit program to address such risk. It's important to know that without documentation as to such determination, an auditor has no basis for performing any specific audit procedure & thus would be performing a substandard audit. The standards require that each procedure be designed to decrease the possibility of a material misstatement. This program is an overview of how an auditor determines if there is a risk of a material misstatement; how document such determination; & how to address the risk if it is due to error vs fraud, because there is a big difference.
K2’s Microsoft Copilot, Including Agentic AI
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Online
2.00 Credits
Member Price: $89
Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. Microsoft Copilot for Accounting & Financial Professionals explores how AI-powered tools in Microsoft 365-like Excel, Outlook & Teams-can streamline workflows, enhance data analysis & improve client service. Learn how to harness Copilot to automate tasks, generate financial insights & collaborate more effectively, while maintaining compliance & data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work & prepare for the future of intelligent accounting.
Strategic CFO: Strategic Risk Management
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Online
2.00 Credits
Member Price: $89
Risk management is no longer a compliance exercise-it is a core strategic responsibility of today's CFO & CPA. This session demystifies Enterprise Risk Management (ERM) by walking through the COSO framework in clear, practical terms. Participants will learn how risk integrates with strategy & performance, how organizations identify & assess risk & how leaders respond to uncertainty in a disciplined way. Using examples, polling & case discussions, this session equips financial professionals to communicate risk effectively & help organizations protect & create value. Some funny video clips will be used to focus on the learning material.
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.
The Entrepreneurial Spirit: A Leadership Perspective
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Online
1.20 Credits
Member Price: $39
In today's rapidly changing business environment, organizations need professionals who think beyond traditional roles & demonstrate initiative, innovation & strategic thinking. The entrepreneurial spirit is no longer limited to business founders-- it is a mindset that drives creativity, problem-solving & opportunity recognition within any organization. By understanding & embracing the entrepreneurial spirit, professionals can enhance their ability to lead initiatives, adapt to uncertainty & contribute meaningfully to the long-term success of their organizations.
K2’s Getting Started With Artificial Intelligence
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Online
2.00 Credits
Member Price: $89
Are you intrigued by the buzz around Artificial Intelligence (AI) but unsure how to dive in? You're not alone! Many professionals find AI tools like Gemini, ChatGPT & Copilot to be a mystery. But don't worry, we're here to help you unlock the potential of these powerful tools! Join K2's "Getting Started With Artificial Intelligence" session & discover how to harness the power of today's AI tools to boost your efficiency & productivity. This session will guide you through accessing & using multiple popular AI tools, making it easier than ever to integrate AI into your daily workflow. If you're new to AI, this is the perfect opportunity to get started & transform the way you work!
S Corporation Essentials: Stock & Loan Basis Reporting
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Online
2.00 Credits
Member Price: $89
This program addresses the critical issues & special opportunities facing S-corporations, with a focus on reporting shareholder basis & distributions. 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 terri.storer@acpen.com
Effective Manager: Traits & Skills
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Online
2.00 Credits
Member Price: $99
Many courses deal with leadership & manager skills. Whether you have held a management position for several years or are just transitioning to a manager role, you will find that becoming/remaining a good manager can often be an art rather than just a technical skill. It can be (and should be) a learning & an ever- evolving process.
Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
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Online
2.00 Credits
Member Price: $89
This course provides tax & accounting professionals with a focused overview of Trump Accounts & their practical application in client planning. Participants will examine eligibility requirements, contribution rules, tax treatment & reporting considerations. Through practical examples, the course emphasizes evaluating suitability, identifying planning opportunities & avoiding common compliance pitfalls when incorporating Trump Accounts into client strategies. 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 terri.storer@acpen.com
The Role of Internal Audit in Enterprise-Wide Risk Management
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Online
4.00 Credits
Member Price: $149
Those charged with governance, with the assistance of internal audit, are responsible for overseeing the strategic direction of the organization & ensuring value is delivered to the entity's stakeholders. This course will provide guidance on fulfilling the responsibility for challenging how much risk & uncertainty to accept through the application of COSO's Enterprise Risk Management Framework.
K2’s Microsoft Power Tools
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Online
2.00 Credits
Member Price: $89
Unlock the full potential of your Microsoft 365 subscription with our exclusive session on Microsoft's Power Tools! Discover the incredible capabilities of Power BI, Power Query, Power Pivot & Power Automate & learn how these tools can revolutionize your productivity & efficiency. Many professionals are unaware that they already have access to these powerful tools, leading to missed opportunities & suboptimal performance. Don't let this be you! Participate in this session to explore the practical applications of these tools & elevate your productivity & internal control structure to new heights
Strategic CFO: Strategic Cash Management
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Online
2.00 Credits
Member Price: $89
Cash is the lifeblood of every organization, yet many leaders struggle to explain, manage & plan for it effectively. This session focuses on strategic cash management, capital structure decisions & financing options available to organizations at different stages of growth. Participants will explore how CFOs balance today's cash needs with long-term strategy, evaluate debt & equity decisions & communicate cash flow concepts to non-financial stakeholders. The session emphasizes practical frameworks, real-world examples & modeling approaches that support better cash decisions. A few negotiation videos will be displayed to bring humor & effectiveness to the key points.
The Controllership Series: The Controller's Role in Debt Management
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Online
1.50 Credits
Member Price: $79
Debt Management: Debt management often involves administering loan agreements & ensuring bank compliance. Compliance: Controllers help ensure compliance with federal & local laws, provisions & financial regulations.
Benford’s Law & Other Digital Analysis Techniques
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Online
1.80 Credits
Member Price: $79
Numbers & especially the digits within those numbers can conceal a lot of information. Benford's Law & other digital analysis techniques can be the keys to unlocking that information. This session will explain what Benford's Law is, how it works & how it can be used to reveal bogus information & made-up data. Accountants & auditors should understand how to use this valuable audit tool as well as other digital analysis techniques. But, if you attend this session, you must promise not to reveal the secret behind these techniques to any fraud perpetrators.
Yellow Book Ethics
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Online
2.00 Credits
Member Price: $89
The Yellow Book outlines essential ethical principles for governmental auditors, including serving the public interest, maintaining integrity, objectivity & professional behavior. This course provides a focused review of these key concepts & their practical application in governmental auditing. Participants will also explore the independence standards, gaining insights on maintaining objectivity & avoiding conflicts of interest to ensure unbiased & professional audits.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
K2’s Eight Awesome PivotTable Features
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Online
2.00 Credits
Member Price: $89
Unlock the full potential of Excel's most powerful feature-PivotTables! While many users rely on them daily, few tap into the advanced capabilities that can transform data into dynamic insights. Join us for an eye-opening session where you'll discover eight game-changing PivotTable techniques that go far beyond the basics. From custom calculations & KPI integration to multi-source consolidation & advanced reporting tricks, we'll show you how to elevate your analytics & impress stakeholders. Whether you're a seasoned Excel user or just getting started, this session will equip you with the tools to turn ordinary PivotTables into extraordinary decision-making engines. Don't just use PivotTables-master them!
Introduction to Governmental Accounting
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Online
2.00 Credits
Member Price: $89
Governmental accounting differs significantly From other forms of accounting & requires a distinct approach to financial reporting. This course introduces the foundational principles of governmental accounting, including fund accounting concepts & the modified accrual basis of accounting. Participants will explore the structure & purpose of governmental fund financial statements & government-wide financial statements, gaining clarity on their objectives, layouts & key elements. The course also addresses essential topics such as component units, the role & structure of Management's Discussion & Analysis (MD&A) & the preparation & significance of the Annual Comprehensive Financial Report (ACFR). Designed for those new to governmental accounting-- or those seeking a refresher-this course provides a solid foundation for understanding & applying governmental financial reporting principles. The course has been updated to reflect recent guidance issued by the Governmental Accounting Standards Board, including GASB Statements 101-105.
Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Member Price: $89
Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich. Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively. This session will cover a wide variety of day-to-day cash management tools.
K2’s Data Security And Privacy Issues And Solutions
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Online
2.00 Credits
Member Price: $89
Data security & privacy issues persist as a significant concern for businesses of all sizes. No matter where you look, the numbers are bad: really bad! But that doesn't mean you can't take steps to reduce these risks. In this session, you will learn about the key security & privacy risks facing businesses today & the steps you can take to mitigate these risks. This session begins with a review of how cybercriminals target businesses of all sizes & the associated costs of these attacks. From there, you will progress to discussions of practical tools, policies & other solutions that can be used to mitigate cybersecurity risks to prudently acceptable levels. This is a "must-see" session for all concerned about data security & how to mitigate threats to sensitive & confidential data.