WICPA CPE & Special Event Catalog
Monthly Federal Tax Updates: February 2027
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Online
2.00 Credits
Member Price: $89
Seismic changes in tax legislation is currently taking place and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Erase the Mark: Best Practices in Penalty Abatement
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Online
2.00 Credits
Member Price: $89
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty and the reasons that exist that the IRS will consider to remove those penalties. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Mining Your Firm Client Database for Revenue
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Online
1.00 Credits
Member Price: $55
Your client database is more than a record of past engagements-it's a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships and drive sustainable revenue growth. From identifying cross-selling potential to leveraging automation tools for proactive outreach, this webinar will equip firm leaders and client managers with actionable strategies to turn dormant data into dynamic business development. Whether you're a solo practitioner or part of a larger firm, you'll walk away with a roadmap for transforming your client list into a revenue-generating engine. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Revenue Recognition: Recognize Revenue
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Online
1.00 Credits
Member Price: $39
This segment is designed to evaluate Step Five of the new model dealing with recognizing revenue which is the final step in applying the new revenue recognition standard. For performance obligations that are fulfilled at a point in time, revenue is recognized at the fulfillment of the performance obligation. For performance obligations to be satisfied over time, an entity must decide how to appropriately measure the progress & completion of the performance obligation. A performance obligation is satisfied when or as control of the good or service is transferred to the customer. There are several issues companies should consider in applying step 5 of the standard: Determining if a Performance Obligation is satisfied over time, Identifying indicators of transfer of control of good/services, Utilizing input & output methods to measure progress of revenue recognition, Understanding stand-ready obligations & how to apply discounts.
Effective Manager: Traits & Skills
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Online
2.00 Credits
Member Price: $99
Many courses deal with leadership & manager skills. Whether you have held a management position for several years or are just transitioning to a manager role, you will find that becoming/remaining a good manager can often be an art rather than just a technical skill. It can be (and should be) a learning & an ever- evolving process.
Noble Leadership: An Ethical Approach
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Online
2.00 Credits
Member Price: $89
Research tells us that leaders, supervisors and managers have more impact on an employee than does a therapist and/or life partner. Being a leader is a huge opportunity and privilege and requires introspection and personal growth. This webinar is infused with values of fairness, compassion, respect and more and will be of most value to individuals who believe that everyone, regardless of circumstance, deserve "certain general conditions that are ...equally to everyone's advantage" (John Rawls). The Noble leader believes in people. The Noble leader is curious and humble and invites challenge and feedback into his/her/ world. The Noble leader is a true believer in seeing the good in others, helping them to be their best which in turn helps the Leader grow as well. The Noble leader does not shy away from confronting bad behavior/performance in a respectful and clear way while believing in the inherent dignity of each individual This workshop based on ethical principles offers a glimpse into what it takes to become a Noble Leader and how one can journey through for increased self awareness and skill development. 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.
What's Going on at the GASB (2026/27)
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Online
2.00 Credits
Member Price: $89
This course provides a focused update on major recent pronouncements issued by the Governmental Accounting Standards Board. Coverage includes GASB Statement No. 103 (financial reporting model improvements), GASB Statement No. 104 (enhanced disclosures for capital assets) & GASB Statement No. 105 (subsequent events). Participants will also receive a high-level overview of active GASB exposure drafts & ongoing projects. The course is designed to help auditors, preparers & financial leaders understand how these developments affect audits, financial statement preparation & board reporting.
Getting On Top of It All: How to Work Smarter, Not Harder: Part I
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Online
4.00 Credits
Member Price: $149
There is always too much to do & too little time to do it all. Fortunately, if you know the right ways to manage people, projects & your time, you can get on top of everything by working smarter. In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do & how to get other people to do some of "your" work by building great relationships.
Introduction to Risk Assessment
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Online
2.00 Credits
Member Price: $89
Effective risk assessment is foundational to designing an appropriate audit response. This course introduces the audit risk model and provides an overview of the risk assessment procedures performed during engagements. Participants will review the components of the audit risk model and examine common risk assessment procedures, including inquiries, analytical procedures and observation and inspection techniques. Emphasis is placed on understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses. Designed for auditors seeking a structured introduction or refresher, this course builds foundational knowledge necessary for effective engagement planning and execution. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Financial Planning: Auto & Homeowners Insurance
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Online
1.00 Credits
Member Price: $55
While many financial services professionals advise their clients on tax, investment and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. 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: The Controllers Role in Strategic Thinking & Advising: Part II
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Online
1.20 Credits
Member Price: $39
The strategic controller helps leadership decide what should happen, not just explain what has already been done. The controller often acts as the enterprise translator between strategy, operations & financial outcomes. This can sometimes appear to be accuracy-focused & not necessarily decision useful insight. Controllers must move away From just variance explanation & include performance interpretation. To do this, the controller must understand business models & value drivers, be able to translate strategy into financial growth & align KPIs with strategic priorities. Part of this process includes understanding concepts of root-cause analysis vs. surface-level variance analysis. It also includes understanding correlation vs. causation in financial data. Within this segment we will review all of these concepts & controllers will come away with insightful ideas regarding how to elevate their roles.
SAS 145: Modern Risk-Based Auditing
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Online
2.00 Credits
Member Price: $89
This program provides in-depth coverage of SAS 145, a major standard that helps auditors enhance risk assessment procedures through improved techniques for identifying & assessing risks of material misstatement. This session is essential for CPAs that perform audits. The discussion will also be insightful for auditees & other professionals who want to maintain awareness of current auditing guidance.
Take Command of your Time
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Online
2.00 Credits
Member Price: $89
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Just Ask Why: Searching for Answers: Generating Solutions
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Online
4.00 Credits
Member Price: $149
Breaking the Wall of blind acceptance; avoiding habitual complacency & Yoking the dots between cause & effect.
Avoiding Peer Review Deficiencies & Professional Liability in Public Accounting
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Online
4.00 Credits
Member Price: $149
Peer review deficiencies & professional liability claims result From both audit & nonaudit services. This course will provide best practices for avoiding legal liability & quality control concerns for a wide variety of professional services offered by public accountants.
Fraud, Controls & Ethics: Best Practices & Case Studies
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Online
4.00 Credits
Member Price: $149
This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.
The Leadership Skills of Tomorrow: Delegate & Listen
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Online
2.00 Credits
Member Price: $89
Mastering two leadership skills will decrease your stress and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Disrupt to Dominate: Mastering Change Leadership
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Online
4.00 Credits
Member Price: $149
In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Professional Skepticism for the Public Accountant
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Online
1.00 Credits
Member Price: $39
Accountants are expected to demonstrate a questioning mindset. While such professional skepticism is an obvious requirement for assurance engagements, it is applicable elsewhere in the practice of public accounting. In fact, a skeptical mindset offers benefits to both public accountants & those who work in industry. This course provides specific examples of professional skepticism while suggesting best practices.
Federal Disasters: How to Deduct Personal Casualty Losses
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Online
1.00 Credits
Member Price: $39
Literally thousands of individual taxpayers may have increased deductions or exclusions From gross income as a result of the Disaster Relief Act of 2023 & OBBBA of 2025. Casualty provisions are retroactive to December 19, 2019 through late 2025. Both low & high-income taxpayers may benefit From RETROACTIVE AND CURRENT deductions. There are also exclusions of payments received as compensation for wildfire damages -- retroactive to 2014! This course will review these provisions which can bring substantial tax savings to clients. 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
