WICPA CPE & Special Event Catalog
Business Ethics: Cases From the Real World
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Online
4.00 Credits
Member Price: $149
Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas & how to resolve them. Being ethical is not the same as complying with the law & ethical issues are not always black & white. This session will review different professional ethical standards. What does integrity mean in the office? If you want to learn lessons From the best in a short time, this session is for you. Participate in engaging dialogue about how to prepare for the inevitable ethical situations. These lessons are valuable for every business leader.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Mary Jane Hourani’s Federal Tax Update: Individual
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Online
4.00 Credits
Member Price: $149
This course provides a practical review of recent federal tax law changes affecting individual taxpayers. It covers enacted & proposed tax legislation, IRS regulations & rulings, recent tax-related court cases & updates to IRS procedures. The course focuses on how these developments impact individual taxpayers & common tax positions. Participants will work through real-world scenarios & examples to apply current law to individual tax situations, including the use of deductions, credits & other available tax benefits. Emphasis is placed on applying new guidance in practice while maintaining compliance with current IRS rules & procedures. 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
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $89
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Preparing to be a Forensic Accountant: Cloud Forensics
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Online
1.40 Credits
Member Price: $79
Cloud computing has become a source of cyber-crime. "Cloud forensics is the application of digital forensics in cloud computing as a subset of network forensics to gather & preserve evidence in a way that is suitable for presentation in a court of law." Cloud forensics is a combination of the varied types of accounting forensics including: Digital forensics, Network forensics, Hardware forensics. In cloud crime, the cloud is considered the object when the target of the crime is the cloud service provider they are directly affected by the act. It is considered the subject of the crime when the criminal act is committed within the cloud environment. It is considered the tool when it is used to plan or conduct a crime. This course will delve into the many concepts involved in cloud forensics. The course complements other courses in the series of Becoming a Forensic Accountant.
Awesome Business Lessons From the Past: Learn From the Best!
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Online
2.00 Credits
Member Price: $89
Why not learn, or re-learn, some amazing business lessons From the past that are still effective today? What did Henry Ford do when annual employee turnover was 370% & workers demanded more pay? Sound familiar to today's world? Ford's solution worked! We see today's problems & believe that these problems have never occurred before. Not true. We will discuss timeless business lessons that are as practical today as when they were written decades ago. We will review; 'How to Win Friends & Influence People,' 'Today & Tomorrow,' & 'The Art of War.' Let's learn From the very best, as these lessons have been battle-tested & proven over time.
Financial Accounting for Related Party Transactions
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Online
2.00 Credits
Member Price: $89
Loans, rental agreements, business combinations: what do these all have in common? They all have the potential of creating a related party transaction. This program presents a detailed analysis of the financial accounting rules for transactions with related parties, as well as compares & contrasts those rules with the AICPA financial reporting framework for small & medium-sized entities. This course does not qualify for IRS credit.
Ethical Leadership: Power, Influence, Integrity & Trust
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Online
2.00 Credits
Member Price: $89
Leaders naturally wield power & influence. But, to avoid the temptation of abusing power, leaders must apply ethical behaviors for themselves & others. Words, actions & deeds which demonstrate integrity & trust yield the credibility that make others want to follow ethical leaders. Betraying trust can destroy careers, whole organizations & lives. This is why trust is a top prerequisite for principled & ethical leadership. Positive (and negative) influence is derived From the credibility trust brings. Ethical leaders who continually work to earn & keep trust reap enormous payback in all aspects of business including superior economic, competitive & strategic performance.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
How to Audit Inventory
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Online
2.00 Credits
Member Price: $89
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform and also walk through how to conduct a physical inventory observation. 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 Taking Advantage of Like-Kind Exchanges
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Online
2.00 Credits
Member Price: $99
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as a "like-kind exchange." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision. Please Note: due to overlap with the ISL4 course, customers should not take both.
Improve Spreadsheets by Building Controls in Excel
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Online
2.00 Credits
Member Price: $89
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes and maximize accuracy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Preparing to be a Forensic Accountant: Focus on Document Review & Handwriting Analysis
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Online
2.00 Credits
Member Price: $89
Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting misconduct. Forensic accountants apply a range of skills & methods to determine whether there has been financial reporting misconduct. Financial forensic engagements may fall into several categories. Economic damages calculations, whether suffered through tort or breach of contract. Post-acquisition disputes such as earnouts or breaches of warranties Bankruptcy, insolvency & reorganization Securities & tax fraud Money laundering Business valuation Computer forensics/e-discovery This session is designed to delve a bit deeper into the world of forensic accounting & identify some of the specific areas of expertise required to become a forensic accountant. We will then first delve deeper into the art of document analysis & handwriting analysis.
Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
Member Price: $89
This session explores tools & techniques that can enhance the efficiency & effectiveness of client engagements & business processes using data analysis tools. We will introduce some of today's popular & software tools & examine the AICPA's Five-step approach to incorporating data analytics into public accounting engagements.
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
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Online
2.00 Credits
Member Price: $89
Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap in to many of the lesser known features of the Microsoft 365 ecosystem of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn how to leverage the full potential of Microsoft 365 in your organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
No Tax on Overtime: Payroll Compliance
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Online
2.00 Credits
Member Price: $89
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules and strategies to avoid common pitfalls in wage and hour audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Workforce Transformation & Talent Management in 2025
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Online
1.00 Credits
Member Price: $55
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus and People Acceleration. Drawing from success stories in manufacturing, healthcare and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs and building sustainable talent pipelines in an era of technological disruption and demographic shifts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controllership Series: Addressing Budgeting Uncertainty
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Online
1.00 Credits
Member Price: $39
With new accounting standards, the economic landscape & evolving technology, accounting, financial reporting & finance continue to grow in complexity. FASB has tried to address the growing complexity, by working towards making GAAP less convoluted. The struggle to stay on top of accounting financial reporting requirements & finance changes due to the economy continues for several reasons. Lack of in-house SMEs, managing high volumes of transactions & data & evolving information technology systems. In the future, executives must consider the challenges they will face in future years that will bring their own nuances & complexities. Budgeting is certainly one of those processes that must be evaluated & re-evaluated for efficiency. This session delves into the corporate budgeting process & discusses methods used & which methods may or may not allow for the organization's to properly plan for a volatile future.
Getting the Most When Selling a Business: Little Details to Get Top Value
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Online
2.00 Credits
Member Price: $89
Every business will be sold eventually. When you have built a great business & decide to move on: you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers & their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning & time.
Building an Ethical Culture: Strengthening Your Ethical Backbone
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Online
2.00 Credits
Member Price: $85
Ethical behavior is essential to building trust & credibility in the accounting profession. However, creating & sustaining an ethical workplace culture requires more than simply knowing the rules-it demands reflection, intentional practice & alignment with organizational values. This two-hour course equips finance & accounting professionals with tools to bridge the gap between theoretical ethics & real-world application. Through academic research, guided reflection & practical case examples, participants will examine how to bring the principles of a code of ethics to life. Topics include the evolving motivations behind ethical business conduct, the structure & application of the AICPA Code of Professional Conduct & the role of social responsibility in shaping corporate behavior.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
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.
Better Business Writing: Improve Your Speed & Quality
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Online
2.00 Credits
Member Price: $89
Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time & making it far more likely your reader will read & understand your message.
