WICPA CPE & Special Event Catalog
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Online
1.00 Credits
Member Price: $55
Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure and operational efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How Prevalent Is Retaliation Within Your Culture?
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Online
1.00 Credits
Member Price: $39
Does your organization encourage timely reporting? Does your organization provide substantive protection for those who report? Organizations should be aware of characteristics indicative of a retaliatory culture: one in which bad actors are provided ample opportunity & cover to retaliate.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Develop Your Emotional Intelligence to Be More Successful in Life & Leadership
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Online
2.00 Credits
Member Price: $89
The difference between star performers & average ones in leadership roles is attributable largely to emotional intelligence (EQ). It's surprising, then, that EQ is underrated as an essential ingredient for success in life & leadership. This presentation highlights the importance of EQ & provides participants with actionable tools to develop better relationships within & outside of the workplace, build healthy teams & navigate constant change.
Accounting for the Gig Economy
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Online
2.00 Credits
Member Price: $89
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Where to Hide Fraud Inventory: Expenses: Payroll
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Online
2.00 Credits
Member Price: $89
Imagine you have one hundred boxes that are all supposed to be full of manufactured inventory. How do you obtain reasonable assurance-- now defined as a high level of assurance-- that each box is full without opening every one? You begin by assessing risk. If the client has strong internal controls over manufacturing, packing & transport to the warehouse, there is reasonable assurance the boxes are properly filled. Next, evaluate warehouse security & controls over access, as well as procedures for removing inventory. Once satisfied that controls are both adequate & operating effectively, you can observe & count the boxes & selectively test a sample-- ensuring you do not only choose the most accessible ones, as fraud is often concealed within the middle of the inventory. Based on this risk assessment & targeted testing, you can conclude with reasonable assurance that the inventory is properly stated without inspecting every box. This same approach applies to expenses & payroll: evaluate internal controls, observe processes & perform independent test procedures. Weak internal controls in inventory, expenses & payroll create opportunities for fraud that may lead to material misstatements. In this session, we will explore how these vulnerabilities arise & how to recognize & address them through effective audit procedures.
Surgent's International Tax Challenges & Opportunities for U.S. Filers
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Online
3.00 Credits
Member Price: $149
Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors living or investing abroad. It examines how foreign-source income is taxed in the U.S. and how the tax consequences could be mitigated by applying the tax treaties, claiming credit for foreign taxes paid, or excluding foreign-earned income. Additionally, the course discusses the numerous foreign informational form reporting requirements and the significant penalties that could be imposed by the IRS. Examples from real-life client scenarios are included.
OBBA 2025 Unpacked: Impact for Taxpayers & Business Owners
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Online
4.00 Credits
Member Price: $149
Whether you asked for it (or not) & its here! The One Big Beautiful Bill Act was signed on July 4. This program will dig into the meat of the Act that will matter to your clients, including No Tax on Tips, No Tax on Overtime, increased Section 199A Deduction, 100% Section 168(k) Bonus & much, much more! 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 A&A Update With Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This course is essential & designed to assist those who need to remain up to date on recently issued & effective guidance impacting the accounting & auditing of private companies. Learn about the accounting requirements involving crypto assets, income taxes, joint ventures, governmental grants, interim reporting & hedging. Understand the American Institute of Certified Public Accountants' (AICPA) recently issued Statements on Auditing Standards (SASs) & Statements on Standards for Accounting & Review Services (SSARSs).
Understanding Internal Control Constructs
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Online
4.00 Credits
Member Price: $149
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Current Cybersecurity Risk Management Trends
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Online
2.00 Credits
Member Price: $89
One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends and best practices for managing them. 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 AI: Better Prompts, Better Results
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Online
1.00 Credits
Member Price: $39
Generative AI is revolutionizing the business world & savvy professionals are embracing this cutting-edge technology. Why? Generative AI offers unparalleled opportunities to boost efficiency & productivity. But to truly harness its power, you need to master the art of crafting effective AI prompts. Join our session to discover the best practices for issuing AI prompts. Discover how to ask the right questions to obtain the information you need quickly & efficiently. Say goodbye to inefficient & ineffective prompts & hello to streamlined, productive interactions with your AI platforms. Don't miss out on this opportunity to elevate your AI game & achieve greater gains in your business. Sign up now & learn the secrets to getting the most out of your AI tools!
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.
Tax Depreciation: Review & Update
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Online
2.00 Credits
Member Price: $89
A discussion of recent law changes that impact capitalization, depreciation and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Bookkeeper Goes to Prison
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Online
2.00 Credits
Member Price: $89
This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew to be unethical offered her an executive position that included bookkeeping tasks, including overseeing all finances, she accepted. While on the job, Brenda saw owners of the company misappropriating funds. Rather than reporting the fraud, she created an elaborate scheme to benefit herself - without the owner's knowledge. Her bad decisions led to a guilty plea for wire fraud, after authorities accused her of absconding with more than $600,000 in corporate funds. A prison term of 20 months followed. Listen and learn from Brenda's experience. 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.
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.
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.
Revenue Recognition: Topic 606 Disclosures
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Online
1.20 Credits
Member Price: $39
The standard also requires information about the following categories: disaggregation of revenue contract balances performance obligations This webinar will deal directly with disclosure requirements for the standard. Several courses currently exist on the platform related to an overview of the standard & deep dive into individual steps of the standards.
Leading Up: The Superpower Every Ascending Leader Needs
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Online
2.00 Credits
Member Price: $89
Most leadership training focuses on leading downstream, with the goal of eventually advancing to an executive role. Few people get to be "top dog" in their organization. So, nearly every worker will spend their entire career leading up, even while serving in a leadership role. Learn the skills & tactics needed to develop an effective working relationship with your boss & other superiors. Gain the credibility & support necessary to get things done & advance professionally.
New Client Ethical Challenges: The CPAs Guide
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Online
2.00 Credits
Member Price: $89
This course explores the multitude of issues that taking on a new client can bring with it & then interprets them using three sets of ethical rules. A group of "players" reveal real-life challenges faced by the CPA firm in bringing the new client into compliance, as well as proper financial & tax compliance issues. 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.comNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Accounting & Auditing for Cryptocurrency
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Online
2.00 Credits
Member Price: $89
Cryptocurrency continues to evolve rapidly, bringing new accounting & auditing considerations for CPAs & auditors. This course provides a practical overview of the accounting & auditing issues associated with cryptocurrency, with an emphasis on recent standard-setting developments & their implications for practice. The accounting portion of the course focuses on ASU 2023-08 & related developments, including recent FASB Board discussions, the FASB's Invitation to Comment & the addition of cryptocurrency-related topics to the FASB's research agenda. Participants will work through a practical case study to apply the guidance in ASU 2023-08, building confidence in accounting for cryptocurrency transactions & balances. The auditing portion of the course addresses key audit considerations related to cryptocurrency, including implications for engagement acceptance & continuance, risk assessment & the design & performance of audit procedures. The course also references the AICPA's Accounting for & Auditing of Digital Assets practice aid to help bridge authoritative guidance & real-world application.
