WICPA CPE & Special Event Catalog
Google Gemini Deep Dive Hands-on Bootcamp for CPAs
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Online
2.00 Credits
Member Price: $89
Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put Google Gemini AI to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of Gemini on your computer. Practice files will be provided so that you don't have to expose your confidential data. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Reasonable Compensation for S Corps
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Online
2.00 Credits
Member Price: $89
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Sub-Recipient Monitoring 2026: Understanding the Pass-Through Requirements for Managing & Monitoring Your Sub-Awards
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Online
2.00 Credits
Member Price: $89
The Uniform Guidance requirements for subrecipient monitoring & management were updated effective October 1, 2024, introducing new expectations for pass through entities overseeing federal awards. This session will provide practical guidance on implementing compliant subaward agreements, performing risk based monitoring & managing subrecipient financial performance in accordance with 2 CFR SS200.331-200.333. Attendees will also gain insight into indirect cost rate requirements, fixed amount & subaward agreements to strengthen oversight & prepare for federal agency or Single Audit reviews. Using fixed amount awards to solve an out-of-the-box solution.
Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
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Online
2.00 Credits
Member Price: $99
One of the most difficult things for any Client Advisory Services (CAS) professional to learn is how to communicate financial information to non-financial people. To be successful, it's crucial to master this skill, as we frequently explain accounting jargon to those unfamiliar with the field. In this course, we will explore how to properly communicate with stakeholders, including investors, clients, boards of directors and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world, this course is a must for you.
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Online
2.00 Credits
Member Price: $99
Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization.
The Role of Internal Audit in Enterprise-Wide Risk Management
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Online
4.00 Credits
Member Price: $149
Those charged with governance, with the assistance of internal audit, are responsible for overseeing the strategic direction of the organization & ensuring value is delivered to the entity's stakeholders. This course will provide guidance on fulfilling the responsibility for challenging how much risk & uncertainty to accept through the application of COSO's Enterprise Risk Management Framework.
Retirement Planning Issues: Where We Stand Now
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Online
4.00 Credits
Member Price: $149
This course is designed to equip CPAs, EAs, attorneys & tax professionals with the essential knowledge & strategies needed to navigate the latest developments. Explore innovative approaches to maximize retirement savings, discuss tax- efficient retirement plan options & align estate planning techniques with current trends. Gain a thorough understanding of altered rules for Required Minimum Distributions (RMDs) & discover how to optimize estate plans in response to changing regulations. This update is tailored for professionals seeking practical insights in the realm of contemporary retirement planning. 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.
The Essential SSARS Update With Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This update is essential & designed to assist you in the application of Statements on Standards for Accounting & Review Services (SSARSs) issued by the American Institute of Certified Public Accountants (AICPA). Learn about recently issued SSARS Nos. 26 & 27, identify common accounting & reporting issues & hear about other recent developments.
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.
AI & Accounting in Retail
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance and financial reporting. Drawing on real-world case studies from retail giants and small businesses alike, this course explores how AI technologies intersect with accounting workflows and outlines strategies to maintain accuracy, trust and control in an AI-driven marketplace. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2’s Microsoft Power Tools
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Online
2.00 Credits
Member Price: $89
Unlock the full potential of your Microsoft 365 subscription with our exclusive session on Microsoft's Power Tools! Discover the incredible capabilities of Power BI, Power Query, Power Pivot & Power Automate & learn how these tools can revolutionize your productivity & efficiency. Many professionals are unaware that they already have access to these powerful tools, leading to missed opportunities & suboptimal performance. Don't let this be you! Participate in this session to explore the practical applications of these tools & elevate your productivity & internal control structure to new heights
Topic 842: FASB's Lease Accounting Standard Update
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Online
2.00 Credits
Member Price: $89
It's a whole new world for lessees under ASC topic 842. Soon nearly all leases will need to be disclosed as a liability on the balance sheet: From buildings right down to autos & copiers. Although the greatest impact will be on large entities, this will affect the financial statements of small & mid-size entities as well. This program will dive into the new standard on leases, effective dates & address what you need to know now.
Ethics: How to Run Your Business Well
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Online
2.00 Credits
Member Price: $89
Ready to elevate your accounting practice through ethical decision-making? If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents in this high-content, results-focused webinar, your business will prosper. Beginning with the most fundamental principle of all, Do No Harm, you'll discover how to make the right decisions in a range of challenging situations. Through engaging, real-life "What would you do?" scenarios, an exploration of the principles of ethical intelligence and a few fun writing exercises, you'll gain practical insights you can apply professionally and personally. We'll also answer some frequently asked questions about ethics that will enrich your understanding of a topic you can't afford to ignore. We end with a Call to Action, so that you can put the lessons you learn into practice immediately. You'll leave with the tools to foster trust, build a thriving practice and impress clients with the high standards of service you live by. Who knew an ethics webinar could be both practical and fun? 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.
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.
Revenue Recognition: Allocate the Transaction Price
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Online
1.80 Credits
Member Price: $79
The updated revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process & industry.
Accounting for & Auditing Cryptocurrency & Digital Assets
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Online
2.00 Credits
Member Price: $89
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks and challenges evolving in this area. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
The Many Faces of Fraud
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Online
2.00 Credits
Member Price: $89
What does fraud look like? It depends. What may appear to be an indicator of fraud in one client's operation could be normal in another, making it critical to understand your client & the transactions you expect to see. Look for what should be present but isn't-- and for what is present but shouldn't be. This course emphasizes the importance of professional skepticism, which has no on/off switch-- it must be applied continuously. As auditors, our role is to independently verify, yet too often we rely on client representations without sufficient validation, increasing the risk of missing fraud. Many auditors recognize, in hindsight, that they have encountered fraud indicators but failed to identify them at the time. This session will provide you with the tools to recognize those indicators & strengthen your ability to detect fraud-- so you are better prepared for what you may find.
Finding the Right Fit: An Exploration Financial Reporting Options for SMEs
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Online
4.00 Credits
Member Price: $149
This course is designed for accounting & finance professionals who desire financial reporting flexibility for small- & medium-sized entities (SMEs). We examine special-purpose frameworks (SPFs) that may offer simplification while enhancing the usefulness of financial reporting for SMEs. Our discussion offers practical ways to align financial reporting with the decision-making needs of users & other stakeholders. Real-world examples & case discussions will help attendees confidently prepare, review & interpret SMEs' financial statements.
Corporate Storytelling in Financial Reporting
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Online
1.00 Credits
Member Price: $55
Developments in the Management Commentary and MD&A Narrative reporting is entering a new era-one that moves beyond compliance checklists to focus on cohesive, decision-useful communication. This seminar examines the evolution of corporate narrative reporting through the revised 2025 IFRS Practice Statement 1: Management Commentary and the U.S. GAAP-based MD&A under SEC Regulation S-K, with key comparisons to help practitioners understand how each framework supports investor-focused disclosure. Using real-world examples and excerpts from the actual annual report of an IFRS reporting company, this seminar highlights how the revised Management Commentary guidance aims to improve the quality, relevance and connectivity of narrative insights. Participants will explore its emphasis on strategy, risks, sustainability factors (ESG), key performance indicators (KPIs) and the integration of financial and non-financial information. The session also analyzes the modernization efforts in U.S. MD&A, including principles-based guidance, reduction of boilerplate disclosures and expanded expectations for entity-specific analysis and trend-based insights. Through a comparative approach, participants learn how both frameworks are converging around common principles: enhanced connectivity, balanced presentation, entity-specific content and alignment of strategy, performance, risk and value creation. This practical seminar provides accounting, finance and business professionals with the knowledge needed for better understanding the management commentary and MD&A. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
