WICPA CPE & Special Event Catalog
Planning for Small Business Success
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Online
4.00 Credits
Member Price: $149
Strategic Planning for SMEs
K2’s Excel Charting And Visualizations
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Online
4.00 Credits
Member Price: $149
Are you tired of struggling to create compelling charts & graphs? Join our session & transform your data into stunning visualizations that captivate & inform your audience. This isn't just another seminar on basic charts; it's a comprehensive guide to mastering advanced, interactive & dynamic visualizations in Excel. In this session, you'll learn how to create visually appealing charts that are not only informative but also engaging. Discover the secrets to making your data come alive with interactive elements that ensure your audience understands & retains the information you present. Whether you're looking to enhance your communication skills or impress your stakeholders, this seminar is a must-attend. Don't miss out on the opportunity to take your Excel skills to the next level. Sign up now & start creating visualizations that make a lasting impact!
360 Budgeting: A Holistic Approach to Process & Solutions
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Online
8.00 Credits
Member Price: $250
The budgeting process can be a time consuming & frustrating process for accountants. The constraints & pressures can lead to poor decisions in both the technical & human components. This series will offer solutions to the budgeting woes From both the big picture & in the details. Budget Mastery: Process, Problems & Solutions The budgeting process can be a mundane one for accountants. Let's be realistic & agree that even the word "budget" does not bring excitement to you & your departmental colleagues. The constraints & pressures can lead to poor decisions in both the technical & human components. This session is the first part of a four part series & will cover the big picture of keeping the process fresh, pragmatic & useful. We discuss these keys in an engaging manner by discussing both our flaws & strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. Budget Mastery: Walkthroughs & Real World Calculations Towards Tying Budgets to Value This session takes a unique review of the fundamental budget issues faced by all & walks through a detailed modeling process intended to generate discussion & best practices to improve your organization's financial modeling. From the beginning of the accounting process: 'the chart of accounts' to the end of the process: 'the valuation of the company', the budgeting cycle via a live case model to learn best practices common to successful companies. This course stands on its own but is part two of a four part budget mastery series. Budget Mastery: The Human Side of Budgeting-Navigating People's issues with 360 Insight You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component & human component. We can resolve some of our budget issues by exploring the process' human aspect. Understanding what makes you & others operate can enhance your understanding of the entire organization & build upon the respect & influence needed to navigate & lead the budgeting cycle. This session includes a case study that measures an individual's personality type & then explores how to use our strengths & weaknesses to create a better budget process & quite frankly maybe a better you. This is a great & fun course on its own, but is also part three of a four part series on budget mastery. Budget Mastery: From Numbers to Narrative: Effectively Presenting Your Budget & Reporting 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.
The Three Million Dollar Ribbon
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Online
2.00 Credits
Member Price: $89
Two conmen used lies & falsified documents to convince the State of Tennessee to give them a $3,000,000 economic development grant to create 1,000 jobs by purchasing & rehabilitating a vacant factory in rural Tennessee. Instead, they spent most of the money on an extravagant lifestyle & invested over $1M in a scheme to defraud the U.S. Federal Emergency Management Agency (FEMA) out of over $30,000,000 pursuant to a contract to provide the tarps for areas such as Puerto Rico, affected by hurricanes. This session provides a detailed case study of how the investigators accumulated, organized & analyzed hundreds of documents, identified the falsifications & misrepresentations, conducted multiple interviews & ultimately convicted the conmen. This case study provides multiple takeaways for detecting & investigating grant fraud, which is especially relevant in light of the numerous federal stimulus programs in recent years.
Cash Flow Clarity: Effectively Communicate Cash Flows for your Board & C-Suite
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Online
2.00 Credits
Member Price: $89
The cash flow statement is one of the most confusing financial reports-- yet it has the potential to deliver the essential keys to understand business performance. After all, cash is still both king & queen! This session explores how to present, interpret & communicate cash flows effectively to help CEOs, boards & decision makers drive smarter results. By using the Sources & Uses format, professionals can make the statement more intuitive & actionable. Learn how to simplify cash flow information & focus discussions on what matters most: how cash is generated & deployed? We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood & we will show you how to fix that & include some amusing videos to drive the points home. We will use the Apple Corporation as an example company in presenting.
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!
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Online
1.00 Credits
Member Price: $39
Appreciation isn't a soft skill-- it's a strategic advantage. In today's competitive professional landscape, your ability to express appreciation effectively can be the difference between retaining top talent, building strong client relationships & creating a thriving team culture-- or not. This course introduces a powerful, research-backed framework for understanding how appreciation works-- and how to use it to fuel performance, loyalty & engagement across your firm, practice, or department. Based on the work of Dr. Gary Chapman & Dr. Paul White, you'll explore the four core "languages of appreciation" & learn how to recognize & use them in a way that resonates with clients, colleagues & team members. The truth is, everyone wants to feel valued-- but not everyone receives appreciation the same way. In this hands-on session, you'll discover your own appreciation style, learn to spot others' & develop practical tools to build a more energized, connected & committed workplace.
K2's Stop Wasting Time In Excel
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Online
2.00 Credits
Member Price: $89
Are you ready to unlock Excel's full potential? In today's fast-paced world, mastering Excel isn't just a nice-to-have-it';s a must for anyone who wants to work smarter, faster & with greater accuracy. Make plans to participate in this dynamic, Excel-centric session designed for professionals like you. Discover how you can leverage features like templates, Precision as Displayed & PivotTables along with new tools such as Dynamic Arrays, advanced data cleaning, PIVOTBY & GROUPBY functions & seamless Copilot integration. These features will transform the how you & your team analyze data, automate reporting & deliver actionable insights From Excel.
Resolve Ethical Conflicts: Do the Right Thing & Keep Your Job
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Online
2.00 Credits
Member Price: $89
At some point in their career, every financial manager will face the choice of doing the right thing or taking the easy way out. Skillful handling of an ethical conflict can make a big difference in your career's trajectory. Learn how to correct your boss's bad behavior & actually strengthen the relationship.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Taxation of Judgements & Settlements
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Online
2.40 Credits
Member Price: $99
In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- & post-judgement interest, contract claims, among other damages. 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.
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.
Change Management: Your Leadership Role for Aligning Profits & Culture
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Online
2.00 Credits
Member Price: $89
This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating & leading through organizational change. This advanced program focuses on enhancing agility by providing the tools & techniques necessary to manage & adapt to rapid shifts in the accounting landscape. Participants will explore theoretical frameworks alongside practical strategies that support effective change management for diverse business environments.
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
Member Price: $89
Traditional annual budgeting is often viewed as outdated, inflexible & disconnected From strategy-- quickly becoming irrelevant, easily manipulated & too cumbersome to support real decision-making. This course introduces capacity-sensitive, driver-based budgeting as a modern alternative. By linking financial projections to business drivers, organizations can create agile budgets that adapt to growth, enable rapid scenario planning & provide meaningful insights for long-term forecasting. Participants will learn how to refresh budgets into rolling forecasts & transform managerial accounting into a tool for strategic, economics-based decision-making.
Tax Procedure
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Online
2.00 Credits
Member Price: $89
This seminar will introduce the process From filing a tax return to the IRS audit, IRS Appeals, Collections & litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories From the trenches. 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.
Measuring Audit Risks
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Online
3.00 Credits
Member Price: $109
SAS 122, AU 240 requires that auditors determine if there is a significant risk that the financial statements are materially misstated due to either error of fraud. This presentation is an overview of how to determine if there is a significant risk of a material risk; whether it is due to error or fraud; & what to do in designing your audit program to address such risk. It's important to know that without documentation as to such determination, an auditor has no basis for performing any specific audit procedure & thus would be performing a substandard audit. The standards require that each procedure be designed to decrease the possibility of a material misstatement. This program is an overview of how an auditor determines if there is a risk of a material misstatement; how document such determination; & how to address the risk if it is due to error vs fraud, because there is a big difference.
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $89
By the nature of our work & training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights & ideas which will add to & reinforce what you may already be doing.
Strategic CFO: Strategic Risk Management
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Online
2.00 Credits
Member Price: $89
Risk management is no longer a compliance exercise-it is a core strategic responsibility of today's CFO & CPA. This session demystifies Enterprise Risk Management (ERM) by walking through the COSO framework in clear, practical terms. Participants will learn how risk integrates with strategy & performance, how organizations identify & assess risk & how leaders respond to uncertainty in a disciplined way. Using examples, polling & case discussions, this session equips financial professionals to communicate risk effectively & help organizations protect & create value. Some funny video clips will be used to focus on the learning material.
The Controllership Series: The Controller's Role in Artificial Intelligence
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Online
1.40 Credits
Member Price: $39
Here's a more detailed look at the controller's role in AI: Data Integrity & Quality:Controllers are responsible for ensuring the quality & integrity of data used to train & inform AI models. They work to establish data governance frameworks, implement data quality initiatives & ensure data lineage (tracking data From source to downstream systems). Risk Management: Controllers assess potential risks associated with AI implementation, including inaccuracies, vulnerabilities & ethical considerations. They help define & implement risk management frameworks for AI, ensuring that AI systems are used responsibly & ethically. Compliance: Controllers stay informed about relevant regulations & ensure AI systems are compliant with those regulations.They monitor AI systems to ensure they are not violating any laws or policies. Transparency & Auditability: Controllers work to ensure that AI decisions are transparent & auditable.They establish processes to review AI decisions & identify potential biases or errors. Collaboration & Training: Controllers work with IT & business teams to understand AI's capabilities & limitations.They provide training to teams on how to use & manage AI tools effectively. Value Creation:Controllers can leverage AI to identify areas for automation, improve efficiency & gain real-time insights into financial operations. They can use AI to make more informed decisions & create more strategic recommendations for action. Emerging Role:The role of the controller is evolving with the rise of AI, with controllers becoming more hands-on throughout the implementation process. They are increasingly seen as catalysts for AI-enabled transformation, helping to identify potential use cases & build confidence in the technology
Deep Dive into Quality Management
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Online
2.00 Credits
Member Price: $89
Quality management represents a significant shift in how CPA firms design, implement & evaluate audit & attestation quality. This course provides a focused, practical deep dive into the quality management standards & related engagement-level requirements that firms are now operating under. The course covers SQMS 1 & SQMS 2, along with related engagement-level standards, including SAS 146, SAS 145, SSARS 26 & SSAE 23. Emphasis is placed on post-implementation responsibilities, including evaluating the effectiveness of quality management systems & addressing monitoring & remediation requirements. Participants will also examine engagement-level quality management responsibilities, including the auditor's responsibilities under SAS 146 & the engagement partner's responsibilities in SSARS engagements. The course is designed to help firms navigate the second phase of implementation, moving beyond design & rollout to ongoing evaluation, monitoring & continuous improvement.
