WICPA CPE & Special Event Catalog
Surgent's Agentic AI Foundations for Finance & Accounting
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Online
2.00 Credits
Member Price: $119
This course introduces accounting, auditing and finance professionals to the emerging field of agentic AI: autonomous, goal-driven systems capable of planning, acting and learning with minimal human intervention. Participants will explore how agentic AI differs from traditional automation (RPA) and generative AI and how these agents are being deployed in finance and accounting. The course emphasizes foundational concepts such as the Perceive-Reason-Act-Learn (PRAL) loop and ethical decision-making frameworks. To ground abstract ideas in practice, participants will experience a brief agent simulation using basic ChatGPT, showcasing how natural language prompts can emulate agentic behavior, such as goal setting, clarification loops and structured task execution. The course also highlights real-world agent platforms (e.g., Microsoft Copilot, IBM watsonx and UiPath) to provide context on enterprise adoption trends and discusses emerging global regulations such as the EU AI Act and the U.S. Executive Order on Safe AI.
Taxation of Judgements & Settlements
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Online
2.40 Credits
Member Price: $99
In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- & post-judgement interest, contract claims, among other damages. 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 kori.herrera@acpen.com.
AI & Accounting in Construction
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence (AI) is revolutionizing the construction industry and reshaping financial oversight, accounting practices and regulatory compliance. From autonomous equipment to predictive risk analytics, construction firms are increasingly adopting AI to enhance safety, efficiency and profitability. As this transformation unfolds, accountants and financial professionals must evolve their roles-leveraging AI for smarter budgeting, automated compliance and real-time auditing. The course highlights the top 20 macro-level AI trends in construction and explores how accounting professionals can align financial systems with operational AI, uphold audit integrity and prepare for emerging tax and compliance challenges. 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 Better Reporting With QuickBooks Online 26-27
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Online
1.50 Credits
Member Price: $55
If you're using or plan to transition to QuickBooks Online, will you be able to get the reports you need from the platform" In this session, you'll learn how to maximize your reporting options when working with QuickBooks Online.
New Client Ethical Challenges: The CPAs Guide
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Online
2.00 Credits
Member Price: $89
This course explores the multitude of issues that taking on a new client can bring with it & then interprets them using three sets of ethical rules. A group of "players" reveal real-life challenges faced by the CPA firm in bringing the new client into compliance, as well as proper financial & tax compliance issues. 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 kori.herrera@acpen.comNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Tax Procedure
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Online
2.00 Credits
Member Price: $89
This seminar will introduce the process From filing a tax return to the IRS audit, IRS Appeals, Collections & litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories From the trenches. 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 kori.herrera@acpen.com.
CFO & Controller Critical Skills: Budgeting & Forecasting
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Online
2.00 Credits
Member Price: $89
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Financial Statement Analysis
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Online
4.00 Credits
Member Price: $149
This hands-on workshop offers an analytical approach for designing, executing & communicating results of a comprehensive financial statement analysis. We will explore numerous techniques & approaches that facilitate in-depth financial statement analysis. Accountants in public practice will obtain insight regarding analytical procedures, additional client services & enhanced compliance with professional standards. Accountants in private enterprises will develop more robust techniques for understanding their organization's financial statements to facilitate forward-thinking decisions & communication to internal & external stakeholders.
Corporate Storytelling in Financial Reporting
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Online
1.00 Credits
Member Price: $55
Developments in the Management Commentary and MD&A Narrative reporting is entering a new era-one that moves beyond compliance checklists to focus on cohesive, decision-useful communication. This seminar examines the evolution of corporate narrative reporting through the revised 2025 IFRS Practice Statement 1: Management Commentary and the U.S. GAAP-based MD&A under SEC Regulation S-K, with key comparisons to help practitioners understand how each framework supports investor-focused disclosure. Using real-world examples and excerpts from the actual annual report of an IFRS reporting company, this seminar highlights how the revised Management Commentary guidance aims to improve the quality, relevance and connectivity of narrative insights. Participants will explore its emphasis on strategy, risks, sustainability factors (ESG), key performance indicators (KPIs) and the integration of financial and non-financial information. The session also analyzes the modernization efforts in U.S. MD&A, including principles-based guidance, reduction of boilerplate disclosures and expanded expectations for entity-specific analysis and trend-based insights. Through a comparative approach, participants learn how both frameworks are converging around common principles: enhanced connectivity, balanced presentation, entity-specific content and alignment of strategy, performance, risk and value creation. This practical seminar provides accounting, finance and business professionals with the knowledge needed for better understanding the management commentary and MD&A. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $109
The COVID pandemic changed the way many people worked, yet others have had remote teams for decades & little changed. Many organizations trying to bring people back to the office have experienced significant turnover. Some practices have changed forever while some principles will always remain the same. Keeping your people happy equals keeping your best people. Learn the changes you should make now & the things you should do forever!
Financial Planning: Auto & Homeowners Insurance
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Online
1.00 Credits
Member Price: $55
While many financial services professionals advise their clients on tax, investment and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Section 199A Compliance: Rules & Reporting After OBBA
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Online
2.00 Credits
Member Price: $89
Section 199A compliance has evolved after OBBA -- & so have the risks of getting it wrong. From revised definitions of qualified business income to updated reporting obligations, practitioners must navigate nuanced guidance affecting partnerships, S corporations & sole proprietorships. Walk away with practical tools, compliance checklists & calculation frameworks you can apply immediately.
Drive Results With Metrics
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Online
2.00 Credits
Member Price: $89
Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past. Using performance metrics effectively reduces work, reduces politics, provides flexibility & substantially improves the performance management process. This session will show you powerful techniques to drive your organization's performance.
Surgent's Introduction to Required Minimum Distributions
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Online
2.00 Credits
Member Price: $119
Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age. The RMD rules are complex and must be simplified to help ensure clients understand them. Accounting and finance professionals must understand the basics of RMDs for IRAs and employer plan accounts so as to help IRA owners, plan participants and beneficiaries meet their RMD obligations and avoid penalties that apply to RMDs not taken by their applicable deadline. Accounting and finance professionals should also be able to demonstrate tax-efficient solutions for RMDs. This course will walk accounting and finance professionals through the fundamental concepts and rules that apply to RMDs, demonstrate how to calculate RMDs and explain how to correct RMD errors. It can be taken by anyone, including those without any experience working with RMDs. The course will include cases to promote understanding of the rules.
Viewing A&A Through the Eyes of a Tax Practitioner
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Online
2.00 Credits
Member Price: $89
This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional support within firms that perform tax, accounting solutions, financial statement and consulting services. We also highlight similarities and differences between U.S. GAAP and tax-basis accounting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Yellow Book Ethics
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Online
2.00 Credits
Member Price: $89
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related 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.
Surgent's Fraud In Single Audits
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Online
4.00 Credits
Member Price: $159
With all the planning, procedures and reporting involved in a single audit, sometimes things can slip through the cracks. But what if the thing that slips through is fraud? Compiled from news releases, court records and the thrilling annals of the Federal Audit Clearinghouse, this course tells the tale of seven real-world frauds that seemingly dodged detection in the single audit process. Leveraging the incredible gift of hindsight, this course is designed to raise your awareness and sharpen your focus on the potential for fraud in single audits!
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs & Controllers
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Online
4.00 Credits
Member Price: $159
All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate and that has proven to be the case in all areas of finance, management and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. This year, we will take a special interest in the opportunities and threats of AI for the finance professional. Become the "financial hero" of your organization and make a positive impact on the bottom line.
Building a Better Budget in a Time of Uncertainty
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Online
4.00 Credits
Member Price: $149
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget - so that it can inform and drive decision-making when we don't quite know what is ahead. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Let's Play The 90 Day Money Game!
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Online
4.00 Credits
Member Price: $149
The key to building a long-lasting relationship with your clients is to become more than just their accountant. Your clients already trust you with their tax & compliance work, but why not take it to the next level. By learning how to play the 90-day money game, you can help your clients elevate their income & take their earning power to the next level. Once you master the philosophy & practical tools for yourself, they can be easily shared with your own clients. Many clients silently suffer financially & are afraid to ask for help. By helping them play their own 90 day money game, you can support their financial wellbeing & turn good clients into GREAT ones! Here's how it works: Take your money challenges & turn them into money confidences by playing the 90-day money game. We will address three areas: INCOME: creating & working toward a Bold Money Goal IMPACT: expanding your reach in the world with clients & contacts INNER PEACE: turning the stress around income creation into a fun, peaceful experience. Reclaim your personal power around this important topic! Don't stay stuck in your story, waiting for the outside world to change before you claim your financial success. Action that is fueled by stress is inefficient & exhausting. Learn how to take action From inspiration. Discover a new way to think about money creation & nourish yourself in the process. Remember...You are you OWN economy. Learn how to create this reality now! The next 90 days will pass by one way or the other: let's decide to use that time in a clear & direct way to create a Money Breakthrough! Learn this winning philosophy for yourself & then use these principles & tools in your work with clients.
