WICPA CPE & Special Event Catalog
Business Partnerships: Managing Supplier Relationships
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Online
1.00 Credits
Member Price: $55
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Supervision/Management Competencies: An Ethical Approach
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Online
2.00 Credits
Member Price: $89
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else and critical skill sets necessary for supervisory/managerial positions. 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.
Generation Intelligence: Navigating the Generational Divide
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Online
1.00 Credits
Member Price: $39
Unlock the power of multigenerational teams to future-proof your firm. Today's workplace is more generationally diverse than ever-- spanning five, soon to be six, distinct generations. And while this mix can create miscommunication & friction, it also holds untapped potential for innovation, connection & resilience. This dynamic course helps professionals in accounting, law, banking, insurance & financial services understand & harness generational dynamics. You'll explore how shared formative experiences shape values, communication styles & expectations at work-- from the frugality of the World War II generation to the digital fluency of Gen Z & the up-and-coming Generation Alpha. Rather than getting stuck in generational stereotypes, you'll learn to lead, collaborate & connect more effectively across ages. With insights drawn From workplace psychology, sociological research & real-world examples, this course equips you with practical tools to bridge the gap-- so you can build stronger client relationships, more collaborative teams & a culture people want to stay in.
K2’s Taking Another Look At Power BI
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Online
2.00 Credits
Member Price: $89
Although Power BI has been available for ten years, most business professionals don't fully appreciate all it can do & its easy use. Further, many are intimidated by the platform & continue to use less efficient & effective reporting practices. If this describes you, invest some time in this session to learn how to work with Power BI almost immediately. In this session, you will learn how to use Power BI to create compelling dashboard reports. You will also learn how to optimize these reports to enhance their effectiveness. If you want to improve financial & operational reporting processes, this session is for you!
Accounting Update in a Post COVID-19 World
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Online
2.00 Credits
Member Price: $89
The COVID-19 pandemic has altered corporate & public accounting in ways we could never have imagined. This broad-based course will discuss accounting & auditing implications that have arisen as a result of the pandemic.
Finding Errors in Excel Spreadsheets
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Online
2.00 Credits
Member Price: $89
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles. 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 Autonomous Agents in Audit & Assurance
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Online
2.00 Credits
Member Price: $119
This course explores how autonomous agents are transforming internal and external audit functions. Agentic AI is redefining how auditors perform risk assessments, gather evidence, test controls and issue reports. Participants will examine real-world examples, including audit bots from Big Four firms and consider the impact on assurance quality, auditor judgment and documentation standards. Key frameworks from the PCAOB, ISA and AICPA will be discussed, along with governance strategies to ensure audit agents operate reliably, securely and ethically. This redefines the CPA's role in ensuring the integrity and reliability of audit evidence when leveraging AI agents, impacting audit quality and professional skepticism.
Common Financial Statement Disclosures
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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.
Introduction to Ethics & Professional Skepticism
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Online
2.00 Credits
Member Price: $89
Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities and rationalizations that lead to instances of fraud. In addition, this class will walk through some interactive examples to illustrate various scenarios of noncompliance during engagements. 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.
K2's What’s New With QuickBooks 26-27
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Online
1.00 Credits
Member Price: $55
The entire QuickBooks product family continues to evolve at a very rapid rate. Participate in this session to learn about the significant changes affecting QuickBooks Desktop, Online and Enterprise Solutions users.
Individual Tax Update 2026: Cases, Rulings & Real-World Impact
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Online
2.00 Credits
Member Price: $89
Tax law continues to evolve-- and so do the risks & opportunities for individual taxpayers. This 2026 update examines the most important cases, IRS rulings & administrative guidance From the past year, translating complex developments into practical takeaways. Learn how new interpretations affect deductions, credits, reporting obligations, controversy issues & tax planning strategies. Walk away with tools you can immediately apply in practice. 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
Mastering Partnership Basis: Inside & Outside Basis
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Online
2.00 Credits
Member Price: $89
This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
The Future of Audit: Technology, Talent & Transformation
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Online
1.00 Credits
Member Price: $55
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives and audit committee chairs, participants will explore how artificial intelligence, blockchain and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Advanced Excel: Hidden Secrets & Gems
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Online
2.00 Credits
Member Price: $89
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets From a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.
Resistance to Resilience: Strive for Tech Change Acceptance
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Online
1.00 Credits
Member Price: $55
Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics and automation and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM) and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Critical Thinking Skills: Prevent Mistakes Now
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Online
2.00 Credits
Member Price: $89
What were they thinking? Why do some people make horrible decisions that severely damage themselves & their organizations? It is tempting to assume that a poor choice must be due to a leader's incompetence, inexperience, bad character, or low intelligence: but such easily attributed factors generally aren't the true cause when leaders blunder. In such situations, many turn to finance & accounting professionals for evaluation, answers, remedies & solutions for improved decision-making.
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.
Retirement Planning: Next Stage for You or Your Client
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Online
2.00 Credits
Member Price: $89
If you or your clients are facing that stage of life where careers are passing into the background and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? 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 Lessons Learned From Recent Accounting Malpractice Actions
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Online
2.00 Credits
Member Price: $119
Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of what not to do. This course provides a current overview of accounting malpractice litigation throughout the United States. The goal is to learn about the types of claims asserted against CPA firms and strategies to employ to avoid such claims. Reviewing malpractice claims allows us to identify patterns of behavior that may reduce litigation risk. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
