WICPA CPE & Special Event Catalog
Audit Challenge: Real-World Fraud Detection Scenarios
Available Until
Online
3.00 Credits
Member Price: $119
Be an Audit Hero: Solve Fraud with Red Flag Mania's Challenge! Calling all lifelong learners and audit enthusiasts! Red Flag Mania's Audit Challenge is your chance to step into the shoes of a real-world auditor and put your skills to the test in a thrilling, self-study program. This interactive experience throws you headfirst into a realistic fraud case. Become a detective of internal controls as you: Hunt down the culprit: Utilize your investigative techniques to identify the perpetrator behind the fraud. Test internal controls: Assess the effectiveness of a company's safeguards and pinpoint weaknesses that allowed the fraud to occur. Upskill yourself: This self-study program turns you into an auditor, cracking a real-world fraud case. Hunt the culprit, test controls and build trust. Game-based learning sharpens your audit & investigative skills. Enroll now! This course is produced by Red Flag Mania. Want the full experience? Purchase the When We Prey Bundle!
Audit Digitalization & Its Consequences on the Audit Expectation Gap
Available Until
Online
1.00 Credits
Member Price: $49
This study examines how a paradigm shift from traditional to digital audits could affect the audit expectation gap. It uncovers possible new areas of the expectation gap and threats and challenges resulting from this paradigm shift. The findings suggest that audit digitalization will result in the profession transitioning from the defensive approach of educating users on auditors duties to a constructive approach of using digital tools to perform some of the duties that users expect of auditors. Digital technologies have the potential to enhance internal controls and facilitate fraud prevention and detection, thus narrowing the expectation gap with these critical issues. The potential benefits of switching to the constructive approach include lower costs for audit firms, enhanced audit quality and improved client perceptions of auditors.
Auditing & Balancing a 3-Statement Model
Available Until
Online
2.00 Credits
Member Price: $69
The three-statement financial model forms the foundation on which many other models and analyses are built and constructing a three-statement model is a critical skill for many roles in accounting and finance. In this course, we will cover the most common errors and issues that cause a three-statement model to be out of balance. We'll show how to correctly find and fix these issues using error-checking best practices. We'll also build some common error checks that can be used to quickly diagnose issues.
Audit Smarter: Cognitive Skills, Bias & AI in Professional Judgment
Available Until
Online
3.00 Credits
Member Price: $89
Toby Groves, founder of Cognificent Learning, explores how cognitive psychology shapes judgment and decision-making in auditing and other high-stakes professions. Drawing on his background as a CPA and psychologist, he explains how stress, bias, situational awareness and overreliance on technology including AI affect audit quality and ethical outcomes. Groves emphasizes operational definitions, metacognition and deeper engagement with information to strengthen professional judgment under pressure.
Audits of HUD Assisted Projects
Available Until
Online
0.00 Credits
Member Price: $139
This course is for audit professionals with audit experience with HUD (Housing and Urban Development) assisted projects such as Multifamily Housing projects. The course will include a discussion of the most commonly encountered HUD programs with audit requirements, the audit standards that apply to such audits, a review of the various compliance requirements that are common to HUD programs. We will identify common substantive and control testing audit procedures that apply to audits of multifamily housing projects and the audit reporting requirements under both the HUD Audit Guide and the Uniform Guidance.
Avoiding Tax Malpractice: Overview
Available Until
Online
4.00 Credits
Member Price: $99
This course explores issues related to allegations of malpractice committed by tax professionals and reviews risk management techniques. Inherent in the services of a tax professional is the risk that a client may assert practitioner malpractice. Clients may also accuse an adviser of being unethical or incompetent. Explore why clients make such claims and learn techniques and procedures to minimize the risk. Review practical client communication skills and tools to protect yourself from malpractice exposure.
Bamboozled: Frauds & Schemes Against California Local Governments
Available Until
Online
0.00 Credits
Member Price: $49
Government fraud and embezzlement cases seem to make headlines almost daily. In this timely presentation, Kevin Harper, CPA, will examine real-life fraud cases that have impacted local governments in California. He will detail nine specific fraud schemes he has investigated, exploring how each was carried out, how it was uncovered and the steps taken to strengthen internal controls to prevent future occurrences. Join us for an insightful session on recognizing and mitigating fraud risks in government operations. This session was recorded live at the CalCPA Governmental Accounting & Auditing Virtual Conference on April 24, 2024.
Behavioral Skills for High Performing Finance Teams
Available Until
Online
2.00 Credits
Member Price: $69
Technical expertise alone doesn't create high-performing finance teams. In this session, Joe Witte of Velocity Advisory Group introduces the Birds Model, a practical framework that helps accounting and finance professionals understand how behavior influences communication, decision-making and performance under pressure. Through four simple archetypes: eagle, parrot, dove and owl participants learn how to adapt their approach to reduce friction, improve collaboration and balance accuracy with efficiency in today's fast-paced accounting environment.
Behind the Audit Curtain: Demystifying the CPAR Regime
Available Until
Online
2.00 Credits
Member Price: $69
The IRS's new Centralized Partnership Audit Regime shifts much of the audit burden onto partnerships themselves. Colin Walsh, partner at Baker Tilly, explains that the rules introduce new adjustment options, heighten potential costs and complicate filing decisions. He offers broad strategies for navigating the change and emphasizes the need for an engaged partnership representative as the guidance and enforcement landscape keeps evolving.
Best Practices for Tax Income & Expense Recognition
Available Until
Online
8.00 Credits
Member Price: $199
Understand timing issues under Federal income tax law to maximize client benefits. Review historical antecedents, including US Supreme Court cases and Federal tax rules regarding the timing of income and expenditures. Learn how cash and accrual accounting methods increasingly mirror one another for Federal income tax purposes. Study underutilized planning opportunities to defer income or take advantage of the small business taxpayer exemption. Benefit from the detailed approach to Code and Regulation sections, revenue procedures and court cases.
Beyond Belonging: From Ideas to Action
Available Until
Online
0.00 Credits
Member Price: $49
This course explores the principles of belonging, with a particular focus on fostering a culture of fairness and inclusivity. Participants will learn the importance of creating environments where equal opportunities, access and resources are provided to individuals from various backgrounds, identities and circumstances. By understanding the role of inclusivity in addressing barriers, participants will be equipped to promote a greater sense of belonging and fairness within organizations and communities.
Beyond Following the Money: Use of Intelligence & Asset Searches
Available Until
Online
1.00 Credits
Member Price: $49
In this session, we will delve into intelligence and asset search methods that enhance investigations and facilitate recoveries. We will examine various sources of publicly available information, learn how to identify and verify pertinent data and provide examples of how this information can be effectively utilized in traditional forensic accounting scenarios. This session was recorded on March 19, 2024 at the 2024 Fraud & Forensic Accounting Virtual Conference.
Beyond the Headlines: The One Big Beautiful Bill: Part I
Available Until
Online
2.00 Credits
Member Price: $69
Go beyond the headlines with a series of courses that take a deeper look at federal law changes under the One Big Beautiful Bill Act (OBBBA). Focused on the practical implications for financial professionals, you'll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts. Part 1: Unpacks key changes including extended TCJA rate cuts, a larger standard deduction, expanded Child Tax Credit and AMT adjustments Part 2: Explores how the One Big Beautiful Bill reshapes business and estate tax planning, including updates to bonus depreciation, Section 179, QBI rules and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts Part 3: Examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning
Beyond the Headlines: The One Big Beautiful Bill: Part II
Available Until
Online
2.00 Credits
Member Price: $69
Go beyond the headlines with a series of courses that take a deeper look at federal law changes under the One Big Beautiful Bill Act (OBBBA). Focused on the practical implications for financial professionals, you'll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts. Part 1: Unpacks key changes including extended TCJA rate cuts, a larger standard deduction, expanded Child Tax Credit and AMT adjustments Part 2: Explores how the One Big Beautiful Bill reshapes business and estate tax planning, including updates to bonus depreciation, Section 179, QBI rules and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts Part 3: Examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning
Beyond the Headlines: The One Big Beautiful Bill: Part III
Available Until
Online
2.00 Credits
Member Price: $69
Go beyond the headlines with a series of courses that take a deeper look at federal law changes under the One Big Beautiful Bill Act (OBBBA). Focused on the practical implications for financial professionals, you'll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts. Part 1: Unpacks key changes including extended TCJA rate cuts, a larger standard deduction, expanded Child Tax Credit and AMT adjustments Part 2: Explores how the One Big Beautiful Bill reshapes business and estate tax planning, including updates to bonus depreciation, Section 179, QBI rules and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts Part 3: Examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning
Board Risk Oversight & Corporate Tax-Planning Practices
Available Until
Online
1.00 Credits
Member Price: $49
Risk oversight by the board of directors is a key component of a firm's enterprise risk management framework and recently, boards have paid more attention to their firm's tax-planning activities. In this study, we use a hand-collected sample of proxy statement disclosures about the board's role in risk oversight and provide evidence that risk oversight is negatively associated with both tax uncertainty and overall tax burdens. We find that risk oversight is most strongly associated with positions that yield permanent tax benefits and also with less risky tax-planning activities. Overall, the evidence suggests that board risk oversight is associated with more effective tax-planning practices.
Building a Better CPA Firm for the Future
Available Until
Online
2.00 Credits
Member Price: $69
Managing Partner Chet Buchman of Swindoll, Janzen, Hawk & Loyd discusses how his firm restructured its business model to move beyond compliance work toward client advisory services. He explains how clarifying firm vision, adjusting pricing and client mix, managing capacity and tracking key financial metrics supported sustainable growth, improved efficiency and enhanced work-life balance, while strengthening client relationships and long-term firm viability.
Building Productivity: Creating Your Stress Reduction Tool Bag
Available Until
Online
1.00 Credits
Member Price: $49
Stress is the leading cause of chronic illness in the United States, with many Americans experiencing significant stress in their workplaces. This course provides professionals with practical strategies for managing stress, enhancing productivity and preventing burnout. Participants will learn to understand both the positive and negative aspects of stress, equipping them with effective tools for workplace stress management. The course emphasizes recognizing stress signs and triggers in colleagues and employees. Through interactive activities and mindful communication exercises, participants will build a toolkit aimed at reducing stress levels, improving focus and fostering a balanced work environment. Important: Some states may impose restrictions on the number of Continuing Professional Education (CPE) credits that can be earned in the personal development category. It is advisable to consult your state licensing board for specific guidelines and requirements
Building Trust: SOC 2 Compliance & Managing Third-Party Risks
Available Until
Online
2.00 Credits
Member Price: $69
Managing the risks of cyberattacks has become more difficult as companies rely on a growing number of third-party vendors for services like cloud computing and software development. SOC 2 (System and Organization Controls 2), a compliance standard developed by the AICPA, helps ensure that companies protect their clients' data securely. Audrey Katcher is a partner in RubinBrown's Business Advisory Group, overseeing the group's Information Technology Risk Services (ITRS). She offers her expertise in third-party assurance and SOC reports, helping companies understand and manage technology risks for the benefit of their clients and their businesses.
Charitable Giving Strategies
Available Until
Online
4.00 Credits
Member Price: $99
With the propensity of younger clients to give back and the desire of older clients to leave a legacy, the interest in charitable giving is at an all-time high. There are many ways to give, many types of charitable organizations to consider and many alternatives to obtain tax benefits and meet our clients' objectives.