WICPA CPE & Special Event Catalog
Best-in-Class Internal Controls: Best Practices for Finance Professionals
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Online
2.00 Credits
Member Price: $85
Strong internal controls are the foundation of financial integrity & operational efficiency. In this interactive two-hour session, finance professionals will explore best-in-class internal control frameworks & leading practices to mitigate risks, enhance compliance & improve organizational performance. Participants will gain insights into designing, implementing & monitoring internal controls that align with regulatory expectations & industry standards. This course will provide real-world examples & practical strategies to strengthen controls in key financial processes, ensuring a culture of accountability & transparency.
Current Cybersecurity Risk Management Trends
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Online
2.00 Credits
Member Price: $89
One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends and best practices for managing them. 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 A Complete Guide to Reporting Form 1099-DA
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Online
2.00 Credits
Member Price: $119
For each digital asset sale that a broker has affected for a customer in 2025, the broker must complete Form 1099-DA. A broker includes any person who, in the ordinary course of a trade or business, stands ready to affect sales of digital assets to be made by others. This program covers the required rules for reporting digital asset transactions on Form 1099-DA.
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 Controllership Skills Update: Budgeting, Forecasting & Big Data
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Online
2.00 Credits
Member Price: $99
Budgets are the vehicle for allocating resources, measuring activities and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer term, demonstrating the lack of this necessary linkage. Forecasting, a critical part of any successful budgeting process, can be flawed by technical errors, organizational structure, or emotional forces. The establishment of a system to collect, process and analyze big data can provide significant insights into the budgeting and forecasting process. An efficient system of incorporating big data and analytics into normal activities will improve management's decision-making. This brief program offers specific actions to improve your forecasting and budgeting activities. In addition, more advanced techniques are identified for the participant's further review, which can be applied throughout an organization. Good budgets effectively allocate resources, provide information for decision-making and serve as an early warning system for unforeseen events. A poor budgeting process fosters a false sense of security, provides inappropriate or inaccurate data and reinforces the status quo. Budgets are about the organization's story, not just the raw numbers!
Surgent's Excel: Mastering PivotTables
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Online
2.00 Credits
Member Price: $99
PivotTable is a fancy term for an Excel report that summarizes data. If you have not yet had the good fortune of exploring PivotTables, it is about time. In this session, we'll dig into PivotTables, understand the report layout options and examine PivotTable formulas.
Yellow Book Independence & Single Audit Fundamentals
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Online
4.00 Credits
Member Price: $149
This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling and single audit reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Financial & Tax Accounting for S Corporations & Partnerships
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Online
8.00 Credits
Member Price: $239
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs and S corporations, as well as discuss the tax accounting for these entities. 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.
Upholding Independence While Holding Your Client's Hand
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Online
2.00 Credits
Member Price: $89
Many entities look to their CPA as a trusted advisor when tackling complex accounting topics. This is more relevant now than ever. The FASB's big three accounting pronouncements involving revenue recognition, leasing & credit losses have placed a magnifying glass on this reality. Practitioners need to exercise caution to ensure they maintain independence as they assist their review & audit clients with such matters, as well as with compilation engagements. This course addresses these issues & explores best practices & guidance provided by the AICPA's Code of Professional Conduct.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Excel for Accounting Professionals Session III: Workbook Design Principles & Organization
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Online
2.00 Credits
Member Price: $89
Enhancing Excel workbook productivity. This workshop covers organizing and managing worksheet information, offering hands-on participation alongside the instructor. Through the practical tasks, you will gain a comprehensive grasp of commonly utilized Excel functions such as: Hiding worksheets Inputting cells styles for users Organizing workbooks Mastering Excel capabilities Becoming proficient in Excel entails developing workbooks that are efficient and well-organized. The facilitator will guide you through mastering complex functions, selecting cells and objects and organizing principles of workbook design. You'll enhance your basic understanding of Excel with topics including: Creating complex formulas with nested functions Applying techniques for group selection
Excel for Accounting Professionals Session VI: List Comparisons & Indenting
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Online
2.00 Credits
Member Price: $89
Major benefits of detailed Excel workbooks Understanding list comparisons in Excel is vital for improved workbook efficiency. In this webcast, the facilitator will walk you through comprehensive learning exercises that provide an overview of the following topics: Performing list comparisons Building multicolumn list comparisons Using lookups Indenting commands In-depth training for Excel upskilling This webcast is crafted to enable active participation as you follow the demonstrations. It will navigate you through the intricacies associated with working Excel columns, helping you to apply key functions effectively for significant improvements through the following: ISERROR COUNTIFS SUMIFS Session 6 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching Session 7: Data- Driven Workbooks and Concatenation to further prepare to tackle real-world issues and build powerful workbooks.
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
Member Price: $89
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Accounting & Tax Ethics: Standards, Issues, & Case Studies 26-27
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Online
4.00 Credits
Member Price: $175
In recent history, even the most prestigious CPA firms have had ethical lapses and oversights that have cost them both financially and, at that moment, clouded their brand. This course will review the AICPA code of ethics for both accounting and tax practitioners and encourage you to examine your firm's policies and choices relative to those standards and common sense through thought-provoking and sometimes humorous Q&A and case studies. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Audits Under Uniform Guidance --Single Audit & NPOs 26-27
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Online
4.00 Credits
Member Price: $175
Audits conducted under the Uniform Guidance for Federal Awards continue to be among the most challenging audit engagements as the number of federally funded programs for not-for-profit organizations continues to increase. This course will provide you with what you need to know to prepare for Single Audits conducted during 2026, including performing the compliance audit and auditor reporting responsibilities.
Preparation, Compilation & Review Services 26-27
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Online
4.00 Credits
Member Price: $175
SSARS 21 significantly changed the way CPA services are being offered. There is still confusion about CPA responsibilities and procedures. The course will discuss differences between bookkeeping, preparation and compilation engagements and how they differ. It will also discuss financial statement frameworks and how they influence the engagement as well as analytical procedures in review engagements.
Dashboard & Report Design Principles Using Excel
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Online
4.00 Credits
Member Price: $149
Transform your data presentation skills with our comprehensive course on creating impactful dashboards & reports using Excel. This workshop is tailored for professionals who: Regularly produce or update dashboards & reports Struggle with confusing or overly complex reporting tools Seek to streamline varied reporting styles across their organization Aim to establish a consistent, replicable "house style" for reporting Want to impress stakeholders with clear, user-friendly data presentations Through a combination of theory & hands-on practice, you'll learn the fundamental principles that make reports & dashboards easy to understand. We'll distill these concepts into a set of practical rules & guide you through their application in Excel.
Shorten Month-End: Closing Best Practices
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Online
4.00 Credits
Member Price: $149
Surveys show that the average North American company completes its monthly financial statement closing in six (6) days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better & cheaper. Yes, to all three.
Optimize Your Staff's Performance
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Online
4.00 Credits
Member Price: $149
A chain is only as strong as its weakest link. The same theory applies to departmental performance-- the overall result is only as strong as its weakest contributor. Leave our interactive & entertaining session with insight for developing & sustaining the best team you can possibly assemble. The four elements in this process are (1) development, (2) leadership, (3) hiring & (4) environment. Discuss how to effectively use these elements in your creation of an outstanding organization. Discover the power of the 10 Attributes for Leadership Success & the negative impact of Leadership's Fatal 13. Above all, learn how to combine these four elements as a successful catalyst for sustained high-quality output & results.
Preparation, Compilations & Reviews--A Practical Workshop 26-27
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Online
8.00 Credits
Member Price: $329
Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how to perform these services. This interactive workshop is designed for practitioners in small and medium-sized CPA firms and will include a lecture with generous time for questions and case studies.