WICPA CPE & Special Event Catalog
Global Internal Audit Standards (GIAS) Domain II: Part II
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Online
2.00 Credits
Member Price: $89
The new Global Internal Audit Standards were released on January 9, 2024 & will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating & elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation & examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics & Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
Surgent's IT Systems & Data Management
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Online
2.00 Credits
Member Price: $99
Explore the critical intersections between information technology (IT) systems and data management through this specialized CPE course for accounting professionals. This session covers business resiliency and disaster recovery strategies, change management processes and much more. Through interactive discussions and hands-on activities, participants will learn how to enhance their organization's IT framework while ensuring robust data collection and storage. Equip yourself to oversee IT systems with confidence and reinforce data integrity and system availability.
Yellow Book Ethics
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Online
2.00 Credits
Member Price: $89
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements. 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.
Creative Strategies for Buying, Selling, or Gifting a Business
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Online
8.00 Credits
Member Price: $250
Navigating the complexities of business transactions requires a deep understanding of tax & estate planning strategies. In this comprehensive course tailored for financial professionals, participants will explore the intricacies of creative approaches to buying, selling, or gifting a business. Through real-world scenarios & practical insights, attendees will gain invaluable expertise in identifying tax risks, minimizing liabilities & safeguarding assets. From evaluating valuation methods to exploring the details of stock versus asset purchases, this course equips you with the essential tools to provide informed counsel to clients. Discover the potential for strategic success as you master topics including estate transfer & tax implications, gifting strategies & the utilization of various trusts & partnerships. Whether you're a CPA, EA, attorney, or financial planner, this course offers indispensable knowledge to elevate your practice. With a recommended 8 credit hours of Continuing Professional Education (CPE), this intermediate-level course is designed for professionals with a foundational understanding of business tax & estate planning. Join us & immerse yourself in a journey towards mastery in the vibrant landscape of business transactions. 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.
Supervision/Management Competencies: An Ethical Approach
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Online
2.00 Credits
Member Price: $89
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else and critical skill sets necessary for supervisory/managerial positions. 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.
CPA to CFO: Essential Competencies for Finance Leaders
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Online
1.00 Credits
Member Price: $55
The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Hardest Ethical Dilemma! Why Revenge Will Always Backfire, featuring Bob Mims & Don Minges
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Online
1.00 Credits
Member Price: $39
We believe in fairness. When others do wrong & their action hurts us: the natural reaction is to fight back & seek retribution. Simple human nature & we are all human. We want fairness & want to fight back, but this is one of the toughest ethical dilemmas we all face. What should we do & what we do are not always the same. What if being nice, or specifically being a positive best version of yourself, makes you a more effective leader? Ethical leadership is effective leadership. That's what Dr. Cohen, noted psychologist, transformational speaker, executive coach & author of Be The Sun, Not The Salt, has been teaching organizations to do for years. Dr. Cohen's work is based on scientific studies of human behavior broken down into simple, easily digestible pillars structured around the Heliotropic Effect. In this webcast we will discuss Dr. Cohen's path to this work, what the Heliotropic Effect is & how Be The Sun, Not The Salt is the perfect reminder to Do More of That every day.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Internal Control Changes for Remote Workers
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Online
2.00 Credits
Member Price: $89
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world. 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 Engagement Letters: Scope & Risk Management
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Online
2.00 Credits
Member Price: $99
Strong engagement letters protect your firm. They spell out what work you will (and won't) do, who is responsible for what and how problems will be handled. Weak or vague letters may expose firms to potential liability. In this course, you'll learn how to draft, update and enforce engagement letters that actually work in the real world. We pull from industry guidance, malpractice insurer data and peer-review findings to show you the clauses that matter, how to prevent "scope creep" (work expanding beyond what was agreed) and how to not compromise your independence.
Surgent's Applying ASC 820: The Basics of Fair Value Accounting
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Online
4.00 Credits
Member Price: $159
While once thought just to apply to banking and financial institutions, entities now need to apply fair value accounting under ASC 820 across a variety of transactions. Whether you are assessing financial instruments, leases, business combination accounting, or impairment measurement, GAAP either requires or allows the use of fair value measures in an expanding number of circumstances. Now is the time for you to get up-to-speed on the basics of the fair value approach. In this course, we will review when fair value accounting is required and when an entity can select to use it. Then we will review the basics of the ASC 820 model, including the concept of "exit price," the various approaches that an entity may follow when using a fair value approach and the different levels of inputs that an entity may consider when determining fair value. Lastly, the course will provide examples of when and how to apply this complex accounting guidance.
Excel Essentials for Today’s Accountant: How To Become an Expert in One Day
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Online
4.00 Credits
Member Price: $149
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods & techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing & reporting information & dive into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets From a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.
Fundamentals of Form 1040: Business
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Online
4.00 Credits
Member Price: $149
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Advanced Excel for Staff: Build Reports & Analyze Data
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Online
2.00 Credits
Member Price: $89
Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize and structure data, apply calculations to derive key metrics and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Audit Expenses & Payables
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Online
2.00 Credits
Member Price: $89
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform and also walk through some real-world examples. 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 Basics of Employment Law for Non-HR Professionals
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Online
4.00 Credits
Member Price: $159
Learn the basics of employment law and how they affect best practices to help control the interview and discover hidden talents of applicants.
Sticky Ethical Choices, featuring Bob Mims & Don Minges
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Online
1.00 Credits
Member Price: $39
If ethics were easy, then why do so many professionals have a Code of Conduct? Some Ethical decisions are easy, others are not. We will discuss several thorny ethical issues & the ramifications. What are the considerations & evaluation criteria to use? The need to carefully deliberate alternatives: is paramount. Be aware.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: $55
This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements and implementation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act and how compliances is enforced through IRS Circular 230, AICPA Statements of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Common Audit & Financial Reporting Deficiencies in State & Local Governments
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Online
2.00 Credits
Member Price: $89
Common Audit & Financial Reporting Deficiencies in State & Local Governments, is a 2 hour webcast detailing many of the more common mistakes that auditors & accountants are making in either the preparation of their annual financial statements or the audits of such financial statements. Deficiencies in audit standards (AICPA, GAO, Single Audit) & preparation standards (GASB) noted in this webcast are driven by the most recent results found in audit organization peer reviews, workpaper or desk reviews & various organizations checklists for oversight.
International Tax Treaties
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Online
2.00 Credits
Member Price: $89
This course presents an overview of tax treaties & how they are used in structuring transactions & determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws & the purpose of the tax treaties in avoiding & eliminating double taxation to promote trade & investment. The participant will learn about planning opportunities to contemplate when structuring foreign operations. 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.
Navigating IRS Authorizations: Form 2848 & Form 8821
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Online
2.00 Credits
Member Price: $89
Providing a practical overview of the IRS Power of Attorney, Form 2848 and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.