WICPA CPE & Special Event Catalog
Ethics Is Everyone’s Business: The Cost of Looking the Other Way
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Online
1.00 Credits
Member Price: $39
As responsible, licensed professionals, we cannot 'look the other way.' We have a duty to the public & that responsibility is crystal clear. "All that is necessary for evil to triumph is for good men to do nothing" is attributed to Edmund Burke. We must take appropriate actions & stand for what is right. Looking the other way has a cost & that cost is high. Sometimes doing the right thing is difficult, but not doing the right thing has an even higher penalty. What can we do to remain ethical? Ethics is not a single event, being ethical is the best & only way we should live. We must proactively engage in society to combat evil & promote good.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Written Information Security Plans
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Online
1.00 Credits
Member Price: $39
This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements & implementation. Starting with the 2024 PTIN renewal season, all PTIN holders must certify they have a WISP & have trained employees, staff & contractors as necessary. Participants will explore the history & legal foundation of WISP under the Gramm-Leach-Bliley Act & how compliance is enforced through Circular 230, AICPA Statements of Standards & Federal Trade Commission (FTC) regulations. Attendees will gain practical guidance on writing an effective WISP & ensuring compliance with due diligence standards for data security.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $55
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0 and provide practical strategies of maximizing tax benefits for your client. 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 Determine the Transaction Price Part II
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Online
1.00 Credits
Member Price: $39
The new 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. Previous courses in this series have covered the standard at a high level & evaluated step one & two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract: Part One Revenue Recognition: Identify the Contract: Part Two Revenue Recognition: Identify Performance Obligations: Part One Revenue Recognition: Identify Performance Obligations: Part Two Revenue Recognition: Determine Transaction Price: Part 1 Revenue Recognition: Determine Transaction Price: Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.
Accounting for Credit Losses: Getting to Know CECL
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Online
2.00 Credits
Member Price: $89
The accounting for credit losses has changed significantly as a result of ASU 2016 13. While some practitioners believe this update applies only to financial institutions, it also impacts many other entities with financial assets such as loans & trade receivables. In this course, Jeff explains the concept of CECL & how it is used to account for credit losses. The course focuses primarily on the accounting, while incorporating enough finance concepts to provide context & understanding of the standard. In addition, the course provides practical insight on coordinating the efforts of the accounting staff with those of the finance department. As in all his courses, Jeff incorporates a light & engaging approach to help maintain focus.
ChatGPT Vision for Financial Analysis
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Online
2.00 Credits
Member Price: $89
This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images and the use of descriptive, diagnostic, predictive and prescriptive (DDPP) analysis methods to enhance decision-making processes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2026/27 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $89
Stay informed and ahead of the curve with this timely update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated and PEEC has been especially active with new interpretations, revised guidance and significant modernization initiatives. In this interactive course, we'll walk through the most important recent developments shaping ethical requirements for the profession, including updates affecting recruiting practices, CPE programs and tax advisory services. Participants will gain practical clarity on how these changes impact both public practitioners and professionals in industry. The course also looks ahead to proposed and ongoing projects on PEEC's agenda, providing insight into potential future changes and what they may mean for compliance planning in an evolving ethical landscape. 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.
Calculating the Retirement Need
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Online
1.00 Credits
Member Price: $55
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Emerging Risks & Resilience: How Accounting & Finance are Leading the Way: Part IIII: Managing Supply Chain Risks, Data Analytics & Business Con
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Online
2.00 Credits
Member Price: $89
This is Part 4 in our 5 part series on Emerging Risk & Resilience: How Accounting & Finance is Leading the Way The rapid evolution of technology, globalization & regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance & auditing. Innovations such as artificial intelligence, blockchain & big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity & ethical decision-making. In accounting & finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias & the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency & adaptability to new reporting standards, including sustainability & ESG disclosures. Geopolitical instability, economic volatility & evolving regulatory pressures add layers of uncertainty to financial reporting & audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals & organizations & highlights proactive strategies for risk management, continuous learning & technological competency.
S Corporation Essentials: Stock & Loan Basis Reporting
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Online
2.00 Credits
Member Price: $89
This program addresses the critical issues & special opportunities facing S-corporations, with a focus on reporting shareholder basis & distributions. 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
Metrics Management: Selecting the Right KPIs
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Online
2.00 Credits
Member Price: $89
Choosing the wrong metrics can create noise, confusion & unintended behavior. This session helps CPAs & CFOs identify & select meaningful KPIs that align with strategy & are understood by users. Participants will learn how to balance financial & operational metrics, tailor KPIs to responsibility centers & think like customers when designing performance measures. The session emphasizes simplicity, relevance & usability over volume & complexity. Humorous videos will be incorporated to drive home some key points & keep things entertaining
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $89
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. 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 Employer's Handbook: Health Care, Retirement & Fringe Benefit Tax Issues
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Online
4.00 Credits
Member Price: $159
The employer-employee relationship strains both sides in uncertain times and businesses need CPAs, controllers and other advisors to provide understanding of the complex legal, tax and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.
Avoiding Legal Liability & Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping & Preparing Financial Statements
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Online
4.00 Credits
Member Price: $149
The majority of peer review deficiencies & malpractice claims result From nonaudit services. This course will provide best practices for avoiding legal liability & quality control concerns.
Comprehensive Audit & SSARS Update
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Online
4.00 Credits
Member Price: $149
This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board and International Auditing and Assurance Standards Board. The course will also recap recent changes and present common peer review findings and best practices to improve practice quality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Professional Ethical Considerations for CPAs
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Online
2.00 Credits
Member Price: $89
Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA profession is built upon. 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 Enterprise Risk Management Concepts & Strategy for Small & Medium-Sized Companies
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Online
4.00 Credits
Member Price: $159
The past few years have taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In this session, we will explore how risks work in both for-profit and not-for-profit organizations and how they can develop a strategy to identify, evaluate and mitigate those risks. This program will not teach how to eliminate risks, but how to strategize how to reduce their total effect. We will liberally use case studies of both for-profit and not-for-profit companies to bridge the gap between concept and actual implementation. In each area we will explore what our experiences of the pandemic have taught us about this part of risk management.
Risk Assessment of IT Systems
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Online
1.00 Credits
Member Price: $39
This course provides an overview of the risk assessment requirements under SAS 145, with a focus on the evaluation of Information Technology systems in the planning of an audit. SAS 145 introduced significant changes to risk assessment procedures, including an increased emphasis on understanding & evaluating IT environments. The course addresses key areas of concern related to IT systems & their impact on audit risk. Participants will gain practical insight into identifying risks within IT systems & understanding how those risks affect the audit process. As part of his presentation style, Jeff incorporates engaging elements designed to reinforce learning & maintain focus.
Government Ethics: Theory & Application (VBOA Approved)
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Online
2.00 Credits
Member Price: $89
This Virginia Board of Accountancy-approved ethics course begins with the 2026 Virginia ethics updates required by the Virginia Board of Accountancy. The course then expands to examine the ethical principles established in Government Auditing Standards (Yellow Book) issued by the U.S. Government Accountability Office. Participants will review core ethical principles applicable to governmental auditors, including serving the public interest, maintaining integrity, objectivity & professional behavior. The course emphasizes practical application of these principles, with focused discussion on independence requirements, maintaining objectivity & identifying & avoiding conflicts of interest. Designed for auditors performing governmental & Yellow Book engagements, this course reinforces ethical decision-making & supports compliance with both Virginia-specific ethics requirements & broader professional standards governing governmental audits.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
Member Price: $89
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
