WICPA CPE & Special Event Catalog
Overcoming Tech Adoption Challenges in CPA Firms
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Online
1.00 Credits
Member Price: $55
The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks and building a technology-forward culture that enhances both efficiency and client value. Participants will explore the CPA Firm Digital Maturity Model to assess their firm's readiness for transformation, examine the evolving AI ecosystem specifically designed for accounting applications and discover how leading firms are leveraging AI to move beyond traditional compliance work toward high-value advisory services. The course addresses critical considerations for firms of all sizes, from solo practitioners to large regional firms, providing actionable frameworks for prioritizing technology investments, measuring success beyond traditional ROI metrics and developing the hybrid talent needed to thrive in an AI-enhanced future. Whether you're a firm leader hesitant about technology adoption or a forward-thinking professional ready to champion change, this course equips you with the knowledge and tools needed to navigate the technology revolution transforming the accounting profession. 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 Financial Forecasting
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Online
1.50 Credits
Member Price: $79
Financial forecasting is an important part of any successful business. It enables businesses to plan for the future & anticipate scenarios based on strategy. The controller helps forecast financials by calculating future revenue & income streams. In recent years, corporate finance has undergone many dramatic changes due to the growth of a number of high-tech tools. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years To maximize performance, Controllers must be aware of how the FC position is changing & how they must adjust to these changes. There are many types & methods of financial forecasting. This course will review the most prevalent forecasts & relative methods being used.
Revenue Recognition: Topic 606 Overview
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Online
1.80 Credits
Member Price: $79
This session is the beginning in a series on the new revenue recognition standard. The 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. This course is designed to provide an overview of the technical guidance & outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step & then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step & provide example & scenarios that should be considered to properly apply the step.
2026 AICPA Regulatory Ethics Update: VA-Approved
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Online
2.00 Credits
Member Price: $89
Stay informed-and ahead of the curve-with this VBOA-approved ethics course tailored to meet Virginia's annual ethics requirement while bringing you the latest updates From the AICPA's Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated & PEEC has been especially active with new interpretations, revised guidance & key modernization projects. In this interactive session, we'll unpack the most significant developments shaping the profession today, including new standards on recruiting, CPE programs & tax advisory services. You'll gain practical clarity on how these changes affect both public practitioners & industry professionals. We'll also take a forward look at projects on PEEC's horizon, giving you early insights into wha's coming next-and how to position yourself for compliance success in a rapidly evolving ethical landscape.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
From Numbers to Narrative: Effectively Presenting Your Budget & Reporting
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Online
2.00 Credits
Member Price: $89
Perhaps the most important element of the budget process is its communication. If management does not understand the budget: there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations & will identify key problems in how people often communicate financial plans. Presenting your budget & reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable & educational.
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Member Price: $89
Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics & entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive & sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert. We will discuss proven methods to better understand introverts, how to manage them & how to get the most out of their amazing talents. If you want to enhance your leadership skills, this seminar is for you.
Risk Wrangling: Surviving the Modern Business Rodeo
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Online
2.00 Credits
Member Price: $89
Risk-based factors are becoming exponentially important considerations for accountants in both public practice and industry. We examine the nature of risks for today's enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 and other guidance aimed at risk considerations for professional engagements. Public and private accountants will enhance their capabilities for assessing and addressing risks faced by today's organizations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Data Analytics & Journal Entry Testing for Auditors
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Online
3.00 Credits
Member Price: $109
This course provides a practical understanding of IT controls & SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness & determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas & alignment with Complementary User Entity Controls (CUECs).
K2’s Implementing Internal Controls In QuickBooks Online Environments
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Online
4.00 Credits
Member Price: $149
The QuickBooks Online (QBO) ecosystem is rapidly expanding, with millions of small businesses now relying on it for their accounting & business management needs. However, many QBO implementations lack adequate internal control infrastructures, which can lead to potential risks & inefficiencies. This is often due to a lack of understanding of the internal control options available in the cloud-based version of QuickBooks & how to implement them effectively. Join our session to learn about the four common types of internal controls & how to assess the internal control structure of a small business. We'll guide you through the opportunities to enhance internal controls in QBO environments using features found within the application. Additionally, you'll discover additional internal control procedures for situations where adequate controls cannot be established in QBO. Contrary to popular belief, QBO-based organizations can indeed benefit From strong internal controls & this session will show you how. Don't miss this opportunity to strengthen your QuickBooks Online implementation & ensure your business is safeguarded against risks. Sign up now & take the first step towards a more secure & efficient QBO environment!
Money Laundering Awareness for Accountants
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Online
2.00 Credits
Member Price: $89
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making and how examiners and auditors can assist criminal investigators in countering money laundering. 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.
2026/27 Not-for-Profit GAAP Update
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Online
1.00 Credits
Member Price: $55
Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. Participants will gain perspective on the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. This course is designed to help practitioners, financial leaders and auditors of not-for-profit organizations understand both current GAAP requirements and emerging global developments shaping the future of nonprofit financial reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controller Function: Inventory Part I
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Online
1.80 Credits
Member Price: $79
This course is one of the courses dedicated to our Controllership series. This series of courses is dedicated to exploring the traditional controller role & stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we will discuss the area of inventory. This specific segment in the first part of a two-part series on inventory. We explore how the controller can move these responsibilities into more of a strategic role. This course takes a look at some of the typical concepts & duties involved in the inventory function that is sometimes viewed as operational roles. We explore how these areas are strongly tied to the importance of the controllership role & how the controller can add value in each area.
Exploring Internal Controls That Could Have Prevented Frauds
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Online
2.00 Credits
Member Price: $89
This course examines 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' ability to accomplish their nefarious acts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Nonprofit A&A Series Part II: Revenue Recognition 26-27
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Online
2.00 Credits
Member Price: $99
Part II of a 2-part series is an overview of GAAP requirements for nonprofit organizations and will help you become proficient in nonprofit financial reporting. This session focuses on revenue recognition. Be sure to register for Part I in the series: Nonprofit A&A Series Part I: Financial Statement Presentation & Disclosure
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
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Online
2.00 Credits
Member Price: $99
Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly and that movement of retirement assets, including between IRAs and employer plans, does not violate the limitations that apply.
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
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Online
2.00 Credits
Member Price: $99
The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business clients, both in terms of time as well as money expended. This program prepares accounting and finance professionals to assist their clients with worker classification audits and to avoid them if possible, by discussing and explaining the circumstances under which workers will most likely be characterized as employees or as independent contractors. The program also deals with the first line of defense against the IRS in worker classification audits — Section 530, as well as the common law factors distinguishing an employee from an independent contractor. This program also explores the IRS Voluntary Classification Settlement Program and discusses whether a practitioner should advise a client to request admission into this program.
Surgent's Public Speaking & Presentation Skills
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Online
2.00 Credits
Member Price: $99
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups — big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread — speaking in front of others.
Coping With the Growth of Online Fraud
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Online
4.00 Credits
Member Price: $149
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Exercise Your Ethics: Techniques to Improve Ethical Response
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Online
2.00 Credits
Member Price: $89
Many courses highlight ethical failures - this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical "muscle" is ready for any dilemma. This course incorporates ideas from leading ethical authors and includes data from the ACFE Report to the Nations. 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.
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
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Online
4.00 Credits
Member Price: $159
Getting ready for busy season involves not only knowing what's new for the current year but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.
