WICPA CPE & Special Event Catalog
Scared Straight: White Collar Crime & Beyond
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Online
2.00 Credits
Member Price: $89
Fraud poses a significant risk to businesses, organizations & individuals, leading to financial losses, reputational damage & legal consequences. This comprehensive course, led by Dr. Richard G. Brody, an esteemed expert in forensic accounting & fraud prevention, explores the underlying mechanisms, motivations & methods of fraudulent behavior. Through real-world case studies, expert analysis & interactive discussions, participants will gain critical insights into the psychology of fraud, organizational vulnerabilities & ethical breakdowns that enable misconduct. The course equips attendees with the latest fraud detection techniques, risk assessment strategies & internal control best practices to proactively identify & mitigate fraud risks while fostering a culture of integrity & accountability.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Business Tax Update for Industry
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Online
2.00 Credits
Member Price: $89
This course focuses on the key federal tax issues affecting businesses From the internal accountant's point of view, with a focus on recent tax legislation & developments. Planning alternatives & the potential risks associated with those strategies will also be discussed. 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
Accounting for Credit Losses: Getting to Know CECL
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Online
2.00 Credits
Member Price: $89
The accounting for credit losses has changed significantly as a result of ASU 2016 13. While some practitioners believe this update applies only to financial institutions, it also impacts many other entities with financial assets such as loans & trade receivables. In this course, Jeff explains the concept of CECL & how it is used to account for credit losses. The course focuses primarily on the accounting, while incorporating enough finance concepts to provide context & understanding of the standard. In addition, the course provides practical insight on coordinating the efforts of the accounting staff with those of the finance department. As in all his courses, Jeff incorporates a light & engaging approach to help maintain focus.
Agentic AI for CPAs: Automate Workflows with Intelligence
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Online
2.00 Credits
Member Price: $89
The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a substantial competitive advantage. This course will teach you the fundamentals of agentic AI and how you can put them to work in your firm or business. 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 Choosing the Right Business Entity
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Online
2.00 Credits
Member Price: $99
The business structure a client chooses influences virtually every tax and financial issue associated with the business, including the business's day-to-day operations, its tax liability, how much of the owners' personal assets are at risk and much more. For this and many other reasons, it is critical that a client choose a business structure that gives the right balance of legal protections and tax benefits. From a tax perspective, in terms of selecting an entity to do business in, the universe shifted with the Tax Cuts and Jobs Act enacted at the end of 2017. The tax rate for C corporations was lowered to 21% and the §199A deduction offered pass-through entities the chance to significantly lower the rate at which they are taxed. But how do all these options work and which option is best for which business? Those questions are at the heart of this webinar. In this program, we discuss whether there is a "best entity" for our clients. Accounting and finance professionals know that re-examining choice of entity determination is at the top of the agenda for client meetings because clients continue to want reassurance that they have the most tax-efficient entity structure. This program will equip you with the knowledge and insights you need to lead those discussions.
Surgent's Time Management for Professionals
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Online
2.00 Credits
Member Price: $99
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation and discipline of each individual. This course provides simple, practical and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
Surgent's Unique Tax Attributes of Different Entity Types
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Online
2.00 Credits
Member Price: $99
When putting together a financial plan, it is important to remember that the tax situation of the business and the individual are often intertwined. Therefore, decisions about entity type are vitally important. Practitioners need to understand not only how different entities are taxed, but also which taxes will have the greatest impact on the individual owner. In this course, we will explore when self-employment taxes apply to business income, as well as some of the lesser-known taxes that apply to flow-through entities. We will even explore when a PTE election could be helpful to a small business owner.
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.
More Money: Strategic Ways to Improve Cash Flow
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Online
4.00 Credits
Member Price: $149
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Federal Tax Update: Individual & Business Current Developments
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Online
8.00 Credits
Member Price: $300
With the increasing complexity & ever-changing nature of tax laws & issues, today's accountant needs a one-day fast-paced update course focusing on the hottest Federal income tax topics affecting individuals, businesses & their owners with an emphasis of newly enacted income tax legislation. 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
Finance & Innovation: Reinvent Your Organization & Dept.
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Online
8.00 Credits
Member Price: $239
Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Metrics Management Series
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Online
8.00 Credits
Member Price: $250
Metrics Management is a four-part series that answers the measurement, accountability & performance of our strategies & financials. The titles include: Metrics Management: Linking Strategy to Performance Description - Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement & execution. Participants will explore why there is no "perfect" metric, how strategy fails due to weak measurement & how financial & non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy & organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points & keep things entertaining. Metrics Management: Selecting the Right KPIs Description - Choosing the wrong metrics can create noise, confusion & unintended behavior. This session helps CPAs & CFOs identify & select meaningful KPIs that align with strategy & are understood by users. Participants will learn how to balance financial & operational metrics, tailor KPIs to responsibility centers & think like customers when designing performance measures. The session emphasizes simplicity, relevance & usability over volume & complexity. Humorous videos will be incorporated to drive home some key points & keep things entertaining. ____________________________________________________________________________________________________________________________ Metrics Management: Measuring Performance in the Real World Description - Designing metrics is only half the challenge-- making them work in practice is where most organizations struggle. This session focuses on applying metrics in real-world environments, including responsibility centers, profit centers & service organizations. Participants will explore output measurements, controllable versus non-controllable costs, cost allocation challenges & benchmarking. Case discussions illustrate how better information leads to better decisions & improved performance. Humorous videos will be incorporated to drive home some key points & keep things entertaining. Metrics Management: Dashboards, Performance Tools & Open-Book Management Description - Metrics only add value when they are communicated clearly & used consistently. This session focuses on dashboards, performance management tools & open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail & how transparency & trust improve performance. The session emphasizes visualization, communication & using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points & keep things entertaining.
Surgent's Audit Skills Training Level II: Preparing for Increasing Responsibilities in Public Accounting
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Online
8.00 Credits
Member Price: $279
As you rapidly gain experience in the auditing profession, the responsibilities of the staff accountant grow exponentially. Progressing from the base-line audit skills covered in Level 1 training that allow a new auditor to perform their roles, Level 2 training covers those skills that are required for experienced staff accountants who need to audit more complex and subjective areas, such as accounts receivable and investments and to plan and appropriately perform sampling and analytical procedures. Redesigned to provide the relevant content to staff accountants when they need it, the Level 2 reviews the underlying accounting concepts of these often-complex areas and, through examples and exercises, discusses the relevant audit procedures required by professional standards. The course is designed to allow the staff auditor to capitalize on their prior experiences and apply them in new areas, as they continue their career advancement. IMPORTANT NOTE: This course takes place over two consecutive days. Registration for both days is required.
Surgent's Forms 1120-S & 1065 Return Review Boot Camp for New & Experienced Reviewers
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Online
8.00 Credits
Member Price: $279
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships & S Corporations
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Online
8.00 Credits
Member Price: $279
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.
The 10 Must Know Excel Features
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Online
2.00 Credits
Member Price: $89
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. 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 Ten PDF Tips You Need To Know
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Online
1.00 Credits
Member Price: $39
Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. If you are interested in working more effectively & efficiently with PDFs, this session is for you. In this session, you will learn valuable tips you can use to assist you with creating, editing & securing PDFs. You will also learn how to convert PDFs to fillable forms & secure PDFs, among other features. Don't miss this chance to learn ten PDF tips you need to know to increase your ROI on PDFs.
Accounting for the Gig Economy
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Online
2.00 Credits
Member Price: $89
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Form 1041 Advanced Series Part I: Why Complex Trusts are Complicated 26-27
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Online
2.00 Credits
Member Price: $99
The first course in a four-part series, fiduciary accounting and taxation field, has transitioned over the past several years with updated rules and the increased tax cost of accumulating income in a non-grantor trust. The changes in the income tax rate structure at the federal and state levels have pulled income tax planning forward as a prime objective for estate planners. The rules and understanding of fiduciary accounting continue to be in a state of development and challenge. It is an understatement to say that fiduciary accounting and taxation have entered a new and very different phase of complexity and change. We will explore many of these issues in Parts 1-4 of Form 1041 Advanced Series. Be sure to register for all courses in this series: Form 1041 Advanced Series Part I: Why Complex Trusts are Complicated Form 1041 Advanced Series Part II: Cash & Property Distribution Issues Form 1041 Advanced Series Part III: Sec. 199. Sec. 67(g) & Charitable Deductions Form 1041 Advanced Series Part IIII: Post Mortem Considerations
Tax Practice Conduct Standards: Circular 230 & AICPA Statements 26-27
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Online
4.00 Credits
Member Price: $175
Meet the ethics requirement while addressing significant changes in the statutory and regulatory standards that govern tax practitioners. We'll explore rules that govern professional conduct in tax practice, including responsibilities to advise clients on tax positions and related penalty avoidance. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
