WICPA CPE & Special Event Catalog
Common Deficiencies in SSARS Engagements
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Online
4.00 Credits
Member Price: $149
Preparation, compilation and review engagements continue to receive heightened attention in peer review, even years after the issuance of SSARS No. 21. This course examines the most common deficiencies identified in peer reviews of SSARS engagements, with an emphasis on practical compliance and engagement quality. Participants will explore frequent problem areas in preparation, compilation and review engagements and discuss why these deficiencies occur. The course focuses on understanding the root causes of noncompliance, rather than simply listing technical errors and highlights practical approaches firms can use to improve consistency, documentation and overall engagement performance. Designed for practitioners performing SSARS engagements, this course helps participants strengthen compliance while maintaining an efficient and practical approach to engagement execution. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Statement of Cash Flows: Preparation & Analysis Workshop 26-27
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Online
8.00 Credits
Member Price: $329
The statement of cash flows is a critical component of a company's set of financial statements. Cover the proper preparation of the statement, including analysis techniques. Learn how financial statements enable CPAs and financial professionals to see a business's cash inflows and outflows relating to operating, investing and financing activities and evaluation of liquidity and quality of earnings. Case studies and sample documentation reinforce significant concepts and help participants apply the analysis techniques discussed.
A&A Update for Nonprofits & Single Audit: 2026
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Online
8.00 Credits
Member Price: $239
This course provides a high-level overview of the most important accounting, financial reporting, compliance and audit issues facing nonprofit entities and their accountants. The focus is on explaining the basis behind major issues and trends in executive summary (yet practical) form, enabling professionals to understand the most important aspects of relevant standards and the basis for any potential changes on the horizon. 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 Audits of 401(k) Plans: New Developments & Critical Issues
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Online
8.00 Credits
Member Price: $299
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements through real-world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.
Technology Trends for CPAs & CFOs: 2026 Update
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Online
2.00 Credits
Member Price: $89
Believe it or not, AI is not the only mega trend in the information technology landscape. There are many other trends that enable and leverage the power of AI. As a CPA professional, it is imperative that you develop a baseline understanding of the key technology trends that are impacting businesses across the board. This course will provide the update you need to help you understand the nature of the key technologies and the role they play. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
Member Price: $149
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security. 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: Elevating the Role
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Online
1.50 Credits
Member Price: $79
This is the beginning of a series that will cover major aspects of the Controllership function. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today's world of acronyms such as CFO, CEO, COO, CAO, etc., the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy & transparency of accounting & financial reporting information. A Controller is an individual who has responsibility for all accounting-related activities including high-level accounting, managerial counting & finance activities within a company. The duties of a Controller include assisting with the preparation of the operating budgets, overseeing financial reporting & performing essential duties relating to payroll. However, in today's evolving world, the Controller function can provide much more in-depth value to their organizations. This series is dedicated to exploring the traditional Controller role & stepping out of the box to identify areas where the Controller can add strategic value to their organizations. In this first course we focus on the typical Controller function & begin to identify ways to elevate the function.
Better Forecasts: Be a Better Predictor
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Online
2.00 Credits
Member Price: $89
Imagine being able to see into the future with confidence. The ability to be a great forecaster is not innate but learned. By examining great forecasters, we can learn to improve our ability to predict the future. We will examine best practices & current research to improve our ability to predict events that will affect our business.
Fraud Busters: Controls to Prevent & Detect Fraud
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Online
2.00 Credits
Member Price: $89
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. 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 Controllership Skills Update: Risk Management
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Online
2.00 Credits
Member Price: $99
The most recent recession and its fallout, weather (look at 2017), process and product failures and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizations proved not to be the key to success. Again, we saw that failures can result in areas/industries thought to be "under control" through their policies, practices and/or regulations. A core activity of financial management is to effectively protect the assets of their organizations, without significantly reducing new ideas and growth. This brief program provides insights and approaches to identify risk and manage the above noted trade-off. The course is designed for financial managers looking to quickly build upon their existing knowledge and experience, as well as to help to start the less experienced individual. It offers ideas that can be used immediately, as well as longer term approaches. Updated to include new information particularly in the areas of disaster planning, business continuity and ethics, as well as a sample group exercise to test your current risk management systems.
Accounting for Leases
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Online
2.60 Credits
Member Price: $99
In February 2016, FASB issued ASU 2016-02, Leases, which provides new guidelines that change the accounting for leasing arrangements. To be able to properly account for leases, financial professionals must understand ASU 2016-02 (also referred to as Topic 842). This guidance covers information on how leases should be accounted for. The previous leasing standard (ASC 840) had been in existence for almost 40 years. Under ASC Topic 842, lessors continue to classify leases as operating, direct financing, or sales-type. While lessees now classify leases as operating or financing leases. Previous guidance only required capital leases to be reflected on the BS. The new guidance requires all leases to be reflected on the BS. This is a major change for organizations & will cause their balance sheets to swell as leases must now be disclosed on the balance sheet. The standards original effective dates were prior to 2019. In April 2020, due to COVID-19, FASB voted to defer the effective date for ASC 842 for private companies & certain not-for-profit's for one year. For private companies & private not-for-profits, the leasing standard will be effective for fiscal years beginning after December 15, 2021 & interim periods within fiscal years beginning after December 15, 2022. For public companies the leasing standard is effective for fiscal years beginning after December 15, 2019, including interim periods within those fiscal years. The course covers elements of lease classification for both lessees & lessors. Also, numerous examples are incorporated as reference.
Forensic Accounting: Finding Hidden Treasure in Tax Returns
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Online
4.00 Credits
Member Price: $149
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Hands-On Tax Return Workshop: S Corporations (Form 1120S)
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Online
8.00 Credits
Member Price: $300
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns. 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
Preparing & Reviewing Workpapers: Essential Tips for Avoiding Deficient Audit & Other Attest Engagements
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Online
8.00 Credits
Member Price: $250
Workpapers are the primary support for findings, conclusions & opinions on any audit or other attest engagement. This course will provide the essential tips & techniques for ensuring workpaper documentation is of a high quality, yet efficient, nature.
2025-2026 Federal Tax Updates: Business Entities
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Online
8.00 Credits
Member Price: $239
The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide 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.
SEC Case Studies: Ethical Dilemmas in Finance & Accounting
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Online
2.00 Credits
Member Price: $89
Overview: Ethical challenges in finance and accounting can be complex and far-reaching, impacting not only individual careers but also entire organizations and the public trust. This webinar will provide a practical exploration of the ethical considerations professionals face in today's financial landscape. Through real-world case studies, participants will examine common ethical issues, learn to navigate conflicts between financial performance and ethical integrity and gain tools for making sound decisions under pressure. 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.
The Controllership Series: The Future Role of the Controller Part I
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Online
1.50 Credits
Member Price: $79
This is a two-part series that discuss new trends & concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership team. The rapid pace of the evolving technological landscape has promoted changes in how accountants & financial professionals focus attention on strategy & modernize their roles to leverage digital technology. There is increased demand for enhancing flexibility into finance cycles & initiating real-time reporting & insights. These are the core attributes that will assist in transforming the work that controllership function performs. Is the financial controllership prepared to meet future business demands? The IMA® (Institute of Management Accountants) & Deloitte's Center for Controllership aimed to better understand the current state of controllership & expectations of future demands for controllers & accounting professionals. They conducted a survey in late 2022 & identified several trends. The survey takes a look at how prepared controllership is to meet future business demands. It also highlights some insights for leaders to consider that may increase their preparedness. It also identified areas of additional insight & questions to answer on the controllership transformation journey. In this segment one, we go through numerous concepts in detail & the remaining concepts will be covered in segment two.
No Tax on Overtime: Payroll Compliance
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Online
2.00 Credits
Member Price: $89
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules and strategies to avoid common pitfalls in wage and hour audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Statement of Cash Flows: Preparation & Analysis Workshop 26-27
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Online
8.00 Credits
Member Price: $329
The statement of cash flows is a critical component of a company's set of financial statements. Cover the proper preparation of the statement, including analysis techniques. Learn how financial statements enable CPAs and financial professionals to see a business's cash inflows and outflows relating to operating, investing and financing activities and evaluation of liquidity and quality of earnings. Case studies and sample documentation reinforce significant concepts and help participants apply the analysis techniques discussed.
Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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Online
8.00 Credits
Member Price: $300
With the increasing complexity & ever-changing nature of tax laws & issues, today's accountant needs a one-day update course focusing on business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities & pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly & have a successful Federal business income tax filing season. 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
