WICPA CPE & Special Event Catalog
Surgent's Contract Law for Accounting & Finance Professionals
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Online
2.00 Credits
Member Price: $99
Accounting and finance professionals routinely encounter a broad range of legal issues while advising clients or performing routine job functions. Contract law tops the list as the most frequent issue that intersects with the accounting and finance professions. As trusted advisors, it is wise to understand the fundamentals of contract law for both personal and professional benefit. This course provides a broad overview of contract law basics geared specifically toward the accounting and finance professions. From contract formation to enforceability, this course offers an interesting look at how contract law intersects with accounting and finance. Participants should walk away with a better understanding of common issues that arise when reviewing contracts.
Surgent's Taxation of Tips & Overtime Under OBBBA
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Online
2.00 Credits
Member Price: $119
Arguably the most discussed topics to come out of the One Big Beautiful Bill Act (OBBBA) are the taxation of tips and overtime. Practitioners need to understand these provisions now, as they are effective for 2025 tax returns. This program provides practitioners with the background currently available to advise clients regarding these two important tax developments. Both employers and employees need to understand these timely changes to taxation.
S Corporation Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
Member Price: $149
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares & loans. How to use the Form 1120S, Schedule K-1 information for basis determination, as well as an update on Schedules K-2 & K-3. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. 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
The Essential Guide to Understanding Non-GAAP Financial Statements With Renee Rampulla
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Online
4.00 Credits
Member Price: $149
Many entities prepare their financial statements using non-GAAP frameworks, such as tax & cash basis. Participants who attend this course will learn the unique reporting & disclosure requirements when preparing non-GAAP financial statements commonly referred to as special purpose frameworks (SPFs) or other comprehensive basis of accounting (OCBOA) financial statements.
2024 Revision to Government Auditing Standards Impact
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Online
4.00 Credits
Member Price: $149
This course will provide an update of Government Auditing Standards as a result of the GAO's issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as well as clarify as to when the concept of reporting key audit matters might apply for financial audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Unlock the Power of AI with Copilot in Excel
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Online
2.00 Credits
Member Price: $89
In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Audit Prepaid Expenses
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Online
2.00 Credits
Member Price: $89
Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions & common risks & threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy & reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools & confidence needed to navigate prepaid expense audits with proficiency.
IRS Cybersecurity Checklist
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Online
2.00 Credits
Member Price: $89
This course is designed to provide learners with an understanding of the Internal Revenue Service (IRS) Cybersecurity Checklist & how it can be used to protect taxpayer data. The course will cover the basics of cybersecurity, including threats, risks & vulnerabilities. Learners will be introduced to the IRS Cybersecurity Checklist, which provides a framework for organizations to assess & enhance their cybersecurity practices. The course will cover the various elements of the IRS Cybersecurity Checklist, including access control, data protection & employee training. Learners will gain an understanding of the importance of each element & how it contributes to the overall security of taxpayer data. The course will also cover best practices for implementing each element of the IRS Cybersecurity Checklist. Throughout the course, learners will be presented with real-world examples of cybersecurity threats & breaches, highlighting the importance of effective cybersecurity practices. Learners will also be given practical exercises & assessments to reinforce their understanding of the IRS Cybersecurity Checklist. 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 101 for CPAs: Core Concepts & Practical Applications
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Online
2.00 Credits
Member Price: $89
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like "LLM" and "agentic AI" really mean and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax and finance. 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 Tech Tuneup Tips
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Online
2.00 Credits
Member Price: $89
Technology issues rarely come From major failures-they come From small inefficiencies that compound over time. This practical session focuses on high-impact, low-effort technology tuneups that accounting professionals can apply immediately. Participants will learn proven tips for improving workstation performance, tightening security, streamlining workflows, reducing digital friction & extending the life & value of existing technology investments. The emphasis is on practical configuration changes, overlooked features & operational habits that deliver measurable productivity gains without requiring major system replacements.
2026/27 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $89
Stay informed and ahead of the curve with this timely update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated and PEEC has been especially active with new interpretations, revised guidance and significant modernization initiatives. In this interactive course, we'll walk through the most important recent developments shaping ethical requirements for the profession, including updates affecting recruiting practices, CPE programs and tax advisory services. Participants will gain practical clarity on how these changes impact both public practitioners and professionals in industry. The course also looks ahead to proposed and ongoing projects on PEEC's agenda, providing insight into potential future changes and what they may mean for compliance planning in an evolving ethical landscape. 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.
Accounting & Reporting Long-Term Debt
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Online
2.00 Credits
Member Price: $89
Debt is typically a critical component of the financial statements, impacting the economic decisions of financial statement users. This course will address common issues that may impact the proper presentation & disclosure of debt, including debt covenant compliance & other issues that impact classification of the liability between current vs. noncurrent.
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.
Internal Controls for Small & Medium-Sized Entities
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Online
1.00 Credits
Member Price: $39
This session explores the importance of internal controls with an emphasis on best practices for small- & medium-sized entities. We will examine the roles of both preventive & detective controls & practical, cost-effective suggestions for implementing effective internal controls will be addressed.
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Online
1.00 Credits
Member Price: $55
Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure and operational efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Advanced Cost Accounting: Eliminate Calculation Distortions
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Online
2.00 Credits
Member Price: $89
Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products & too little cost to difficult, low-volume "dog" jobs, putting an organization with inferior information at a significant competitive disadvantage. The secret to being the "smart competitor" is learning how to deal with overhead. This session will show you how to assign 16 key overhead categories. Whether you work in a wholesale, retail, healthcare, service or manufacturing business, you will find this session invaluable. Get your cost right & you will be able to give the "dogs" to your competitors & keep the "gravy" for yourself.
Accounting for Digital Assets Under U.S. GAAP: Crypto Lending & Borrowing
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Online
1.00 Credits
Member Price: $49
Crypto lending and borrowing. As you or your clients begin exploring new ways to transact with crypto assets, one of the many possibilities is through involvement with crypto lending and borrowing. Understanding the process of lending and borrowing crypto assets is the first step. You'll learn the fundamentals related to these transactions and accounting considerations from the perspectives of both lenders and borrowers. Note: This webcast has been updated to cover FASB issued ASU No. 2023-08, Intangibles—Goodwill and Other—Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets, which is effective for all entities for fiscal years beginning after December 15, 2024. Part four of a series This webcast is part four of a series that will bring to life the content incorporated in the AICPA Practice Aid Accounting for and Auditing of Digital Assets. This webcast will walk you through: The process of borrowing and lending crypto assets Crypto lending accounting considerations including derecognition models Crypto borrowing accounting considerations including how to account for the obligation. Add more value Whether you're a CPA working with clients or an industry accountant responsible for corporate accounting policy, you'll gain a clear path to help your clients or entity by applying the appropriate accounting standards to digital asset crypto lending and borrowing activities. Detailed examples and use cases will demonstrate the real-world application of this guidance. You'll learn valuable information to open your world of crypto assets even more.
Overcoming Tech Adoption Challenges in CPA Firms
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Online
1.00 Credits
Member Price: $55
The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks and building a technology-forward culture that enhances both efficiency and client value. Participants will explore the CPA Firm Digital Maturity Model to assess their firm's readiness for transformation, examine the evolving AI ecosystem specifically designed for accounting applications and discover how leading firms are leveraging AI to move beyond traditional compliance work toward high-value advisory services. The course addresses critical considerations for firms of all sizes, from solo practitioners to large regional firms, providing actionable frameworks for prioritizing technology investments, measuring success beyond traditional ROI metrics and developing the hybrid talent needed to thrive in an AI-enhanced future. Whether you're a firm leader hesitant about technology adoption or a forward-thinking professional ready to champion change, this course equips you with the knowledge and tools needed to navigate the technology revolution transforming the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Cost & Pricing Models: Boost Your Bottom Line
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Online
2.00 Credits
Member Price: $89
If sales increase, so should profits. Yet, the opposite result often leaves executive's scratching their heads. When organizations work with inferior cost information, they make mistakes in four specific situations. Bad information causes sellers to overprice easy, high-volume work & under-price difficult, low-volume work. This session discusses how to use activity-based costing to build accurate costing models that consider far more than just the labor & materials necessary to provide goods & services.
Ethics Based Leadership for Women
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Online
2.00 Credits
Member Price: $89
Glantz and Associates is pleased to offer "Ethics Based Leadership for Women," a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions. We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens. The reality is, despite women representing approximately half of our world's population, they are significantly underrepresented in the workforce and most notably in leadership positions. In fact, not only do women have to cross more hurdles to advance into leadership positions, but when they do, they are burning out at a much faster rate than their male counterparts. In this course, we will discuss both the external societal barriers as well as the internal barriers that sabotage women from moving into leadership positions. We will examine common believes ("I should be nice," "I am an imposter", etc.) as well as behaviors that can hold women back and then offer suggestions for moving forward. We will provide tools to enhance one's self-awareness, create openings for self-reflection as well as provide opportunities to take on new perspectives. 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.
