WICPA CPE & Special Event Catalog
Avoiding Legal Liability & Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping & Preparing Financial Statements
-
Online
4.00 Credits
Member Price: $149
The majority of peer review deficiencies & malpractice claims result From nonaudit services. This course will provide best practices for avoiding legal liability & quality control concerns.
Planning for Small Business Success
-
Online
4.00 Credits
Member Price: $149
Strategic Planning for SMEs
GAAP Update 26-27
-
Online
8.00 Credits
Member Price: $329
This course is designed to give you a clear and concise understanding of the latest FASB changes that impact nonpublic entities, perfect for professionals who prepare or audit GAAP financials. In the first section, we'll walk through every Accounting Standards Update (ASU) issued in 2023 to 2026 that take effect in 2026 and beyond. We'll focus on explaining what's changed, which topics are affected and the key provisions you need to know about. Additionally, we'll discuss how these updates impact financial reporting and disclosure and, when possible, we'll explore the reasons behind the changes. By the end of this section, you'll be able to identify which ASUs apply to your clients or your own practice and where you may need to dive deeper into further research. In the second section, we'll explore the FASB's technical project and agenda, including a discussion of proposed Accounting Standards Updates that were exposed for public comment in 2025 and 2026. This section will provide you with practical insights to help you navigate the evolving landscape of GAAP and ensure compliance.
Auditing Standards: A Comprehensive Review 26-27
-
Online
16.00 Credits
Member Price: $589
From understanding fraud requirements to improving risk assessment procedures and from testing to meeting auditing standards, discover ways to audit more effectively and efficiently. Engage in discussions that cover reducing risk and effective planning, research and documentation. Review various case studies, real-life examples and sample documentation will reinforce ideas. This course meets the specific California Board of Accountancy requirements that CPAs are required to meet for re-issuance of their license.
Executive Presence, Personal Brand: Structure Your Narrative
-
Online
1.00 Credits
Member Price: $55
Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition and a concise executive biography. Participants will analyze how credibility is established through clarity, relevance and alignment with audience needs. The course emphasizes service-centered communication rather than self-promotion and provides structured guidance for refining professional messaging in leadership and client-facing contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Schedule K-1: What is it & What do I do with it?
-
Online
2.00 Credits
Member Price: $89
This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on Form 1040, with emphasis on common income, deduction and credit items. The course also demystifies the Qualified Business Income (QBI) Deduction, including eligibility criteria, reporting mechanics and integration with K-1 data. Key compliance topics-such as basis and loss limitations, material participation rules and passive activity considerations-will be addressed through practical examples. In addition, attendees will be briefed on recent developments affecting Schedules K-2 and K-3, ensuring they are equipped to navigate evolving international reporting requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
-
Online
1.00 Credits
Member Price: $39
This webinar aims to provide HR professionals with a comprehensive understanding of mental illness & depression under the Americans with Disabilities Act (ADA). It will cover key aspects of the law, provide practical advice & address common challenges.
Revenue Recognition Topic 606: Identify Performance Obligations Part I
-
Online
1.20 Credits
Member Price: $39
This course is meant to complement the course that evaluates all aspects of the five steps to revenue recognition. The course "Understanding the new revenue recognition rules" examines the five-step model outlined in the standard that organizations must utilize when recognizing revenue. The new standard applies to all companies.
Government Ethics: Theory & Application (VBOA Approved)
-
Online
2.00 Credits
Member Price: $89
This Virginia Board of Accountancy-approved ethics course begins with the 2026 Virginia ethics updates required by the Virginia Board of Accountancy. The course then expands to examine the ethical principles established in Government Auditing Standards (Yellow Book) issued by the U.S. Government Accountability Office. Participants will review core ethical principles applicable to governmental auditors, including serving the public interest, maintaining integrity, objectivity & professional behavior. The course emphasizes practical application of these principles, with focused discussion on independence requirements, maintaining objectivity & identifying & avoiding conflicts of interest. Designed for auditors performing governmental & Yellow Book engagements, this course reinforces ethical decision-making & supports compliance with both Virginia-specific ethics requirements & broader professional standards governing governmental audits.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
The Ethics of Care in the Workplace
-
Online
2.00 Credits
Member Price: $89
Ethics involve relationship to self, others and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of Care in the workplace with specific emphasis on compassion, accountability and respect. 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.
World-Class Cost Accounting: A Practical Application Part II
-
Online
4.00 Credits
Member Price: $149
Enhance your career with an invaluable skill set in cost accounting. This program presents a comprehensive cost system based on a real company, guiding you through the accurate classification of manufacturing overhead costs. Learn to distinguish between true variable & fluctuating variable costs, identify fixed overhead costs that are direct or directly assignable & account for variances From standard costs. In this model, all manufacturing overhead costs are fully traced to products, providing practical insights you can apply directly in the workplace. It's highly recommended to take Part 1 before Part 2 as several foundational principles in Part 1 carry forward throughout Part 2.
Federal Tax Update: Individuals (Form 1040)
-
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 update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities & pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly & have a successful Federal individual income tax filing season. 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
What If Your Client Didn't Take Reasonable Compensation
-
Online
1.00 Credits
Member Price: $55
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Accountants & Malpractice: Can We Get Sued for This?
-
Online
2.00 Credits
Member Price: $89
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel. 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.
Emerging Risks & Resilience: How Accountants & Finance Professionals are Leading the Way: Part I Building Organizational Resilience in a Changing L
-
Online
1.40 Credits
Member Price: $39
This is Part 1 of a 5 part series on Emerging Risks: How Accountants & Finance are leading the way The rapid evolution of technology, globalization & regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance & auditing. Innovations such as artificial intelligence, blockchain & big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity & ethical decision-making. In accounting & finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias & the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency & adaptability to new reporting standards, including sustainability & ESG disclosures. Geopolitical instability, economic volatility & evolving regulatory pressures add layers of uncertainty to financial reporting & audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals & organizations & highlights proactive strategies for risk management, continuous learning & technological competency.
Form 1041 Advanced Series Part II: Cash & Property Distribution Issues 26-27
-
Online
2.00 Credits
Member Price: $99
This is the second in a four-part series. One of the basic rules in fiduciary taxation is that the person or entity that receives the taxable income from the trust or estate is taxed on that income. The calculation of Distributable Net Income (DNI) and the Distribution Deduction determine the allocation of the tax burden between the fiduciary entity and the beneficiary. Therefore, when distributions are made that "carry out" DNI, the fiduciary entity operates as a conduit and the beneficiaries are taxed on the amounts reflected on the Schedule K-1. The fiduciary entity receives a corresponding distribution deduction. When taxable income is accumulated by the entity, the fiduciary pays the tax. We will explore the various distributions made to beneficiaries and their impact on the entity's taxation. 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
Surgent's Where To Live in Retirement
-
Online
2.00 Credits
Member Price: $119
Deciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in retirement can best be met. The program covers the various factors that most people should consider when thinking about where to spend their retirement years.
Tax Depreciation: Review & Update
-
Online
2.00 Credits
Member Price: $89
A discussion of recent law changes that impact capitalization, depreciation and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Foundations of IT Audit for CPAs
-
Online
3.00 Credits
Member Price: $109
This course introduces CPAs, financial auditors as well as technology auditors to the foundational concepts of IT auditing. Participants will learn how IT systems support financial reporting, how to assess risk in IT environments & how IT General Controls (ITGCs) & application controls impact audit procedures. The course also introduces IT audit planning & scoping to help auditors determine what systems & controls to evaluate.
Surgent's Ethics for the Industry Accountant
-
Online
4.00 Credits
Member Price: $159
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, our firms and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations with a focus on dilemmas that may face CPAs in the industry. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
