WICPA CPE & Special Event Catalog
Communicate Financial Concepts to Non-Accountants
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Online
2.00 Credits
Member Price: $89
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about & are just pretending to understand! Learn how to connect with your CEO, board, fellow managers & ordinary employees so they understand your message.
K2's Optimizing Your CAS & Advisory Tech Stack
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Online
2.00 Credits
Member Price: $89
Client Accounting Services (CAS) has become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams & streamlined operations. This course provides accounting professionals with practical guidance on implementing & optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models & client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation & reporting platforms. It offers insights into best practices for managing client expectations & delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends affecting CAS & identify critical steps to build a scalable CAS practice aligned with their firm's goals. The course also addresses the importance of data security, governance & compliance in providing CAS, ensuring ethical & professional service delivery
Retirement Planning: Next Stage for You or Your Client
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Online
2.00 Credits
Member Price: $89
If you or your clients are facing that stage of life where careers are passing into the background and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? 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 Generative AI & Cybersecurity: Opportunities & Threats
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Online
2.00 Credits
Member Price: $119
This course explores how generative AI is revolutionizing cybersecurity. It highlights opportunities, such as enhanced threat detection and risks, including AI-driven phishing and malware, particularly in financial contexts.
The Ethic of Teamwork
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Online
2.00 Credits
Member Price: $89
"No one cares how much you know until they know how much you care." To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn't get better than that! This ethics-based webinar examines the essence of what constitutes teams that are high functioning and highly collaborative. One essential component is the balance between content (getting the job done!) and process (how we get things done...how we treat each other). This webinar will offer concrete practical suggestions for teams both for content and process effectiveness. It will also offer opportunities for self-reflection and actions to take to enhance team performance. 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.
Foundations of IT Audit for CPAs
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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.
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.
You Don't Know What You Don't Know About Microsoft Excel
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Online
8.00 Credits
Member Price: $239
Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Leadershift Ethics: Things Must Change!
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Online
2.00 Credits
Member Price: $89
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the change evolves. Change always becomes something different than what was originally planned or imagined. In this session, learn how to measure your ethics through change. You will learn how to filter everything you do during change through a simple litmus test. Through the power of story, you will learn from the lessons of other organizations and their ethical mistakes. Lastly, you will take away what is required to manage yourself so that when ethical decisions arise, you have the mental capacity to manage through it well. 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.
Navigating IRS Collections: The Collection Process
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Online
2.00 Credits
Member Price: $89
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionally, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Controls to Secure the Growing Digital Footprint
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Online
4.00 Credits
Member Price: $149
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they and their companies secure digital information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Sticky Ethical Choices, featuring Bob Mims & Don Minges
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Online
1.00 Credits
Member Price: $39
If ethics were easy, then why do so many professionals have a Code of Conduct? Some Ethical decisions are easy, others are not. We will discuss several thorny ethical issues & the ramifications. What are the considerations & evaluation criteria to use? The need to carefully deliberate alternatives: is paramount. Be aware.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Responding To Retaliation Concerns & Capturing Key Retaliation Case Metrics
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Online
1.00 Credits
Member Price: $39
Individuals may cite retaliatory concerns when weighing their decision to report an issue; during an investigation; or, after an investigation's conclusion. No matter the timing, when an individual raises a retaliation concern, their claims should be taken seriously & fully reviewed. Does your organization analyze retaliation allegations & investigate outcomes as part of their cultural assessment? Most organizations track retaliation matters at a general, non-specific level. The type of retaliation & the perceived cause of the retaliatory act are not delineated. When a retaliation matter requires investigation, an organization should gather key data points for trending purposes & to fine tune future training & policy initiatives. This course offers recommendations for (1) framing responses to retaliation allegations (2) capturing key data points (3) developing specific metrics for retaliation mattersNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Global Internal Audit Standards (GIAS) Domain II: Part II
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Online
2.00 Credits
Member Price: $89
The new Global Internal Audit Standards were released on January 9, 2024 & will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating & elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation & examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics & Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
Hot Topics Accounting Update: 2026
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Online
2.00 Credits
Member Price: $89
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. 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 Going Out on Your Own: Entity Types & Accounting Methods
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Online
2.00 Credits
Member Price: $99
Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype and even looked at locations for your new office. Then it dawns on you.... What type of entity do I need to be? Is there really an advantage to choosing one entity type over the other? In this class, we will dig into the differences between entity types - from taxes to liability. We will also look at the advantages and disadvantages of different methods of accounting. Whether you are a small business owner looking to start something new or a practitioner looking to expand your client advisory services, this course is the one for you!
A Culture of Regulatory Ethics: A Competitive Advantage
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Online
4.00 Credits
Member Price: $149
In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees and the public at large. Using surveys, research, case studies and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA's are in a unique position of trust and how this can put their companies ahead. 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.
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.
Creative Strategies for Buying, Selling, or Gifting a Business
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Online
8.00 Credits
Member Price: $250
Navigating the complexities of business transactions requires a deep understanding of tax & estate planning strategies. In this comprehensive course tailored for financial professionals, participants will explore the intricacies of creative approaches to buying, selling, or gifting a business. Through real-world scenarios & practical insights, attendees will gain invaluable expertise in identifying tax risks, minimizing liabilities & safeguarding assets. From evaluating valuation methods to exploring the details of stock versus asset purchases, this course equips you with the essential tools to provide informed counsel to clients. Discover the potential for strategic success as you master topics including estate transfer & tax implications, gifting strategies & the utilization of various trusts & partnerships. Whether you're a CPA, EA, attorney, or financial planner, this course offers indispensable knowledge to elevate your practice. With a recommended 8 credit hours of Continuing Professional Education (CPE), this intermediate-level course is designed for professionals with a foundational understanding of business tax & estate planning. Join us & immerse yourself in a journey towards mastery in the vibrant landscape of business transactions. 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.
S Corporations: Comprehensive walk through of Form 1120S
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Online
8.00 Credits
Member Price: $239
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income and accurately reporting and allocating income, deductions and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3 and effectively connected income will be reviewed in this course as well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
