WICPA CPE & Special Event Catalog
Al Capone to Cybercrime: The Journey of IRS Special Agents
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Online
4.00 Credits
Member Price: $149
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes and trained and mentored other special agents. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Let's Play The 90 Day Money Game!
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Online
4.00 Credits
Member Price: $149
The key to building a long-lasting relationship with your clients is to become more than just their accountant. Your clients already trust you with their tax & compliance work, but why not take it to the next level. By learning how to play the 90-day money game, you can help your clients elevate their income & take their earning power to the next level. Once you master the philosophy & practical tools for yourself, they can be easily shared with your own clients. Many clients silently suffer financially & are afraid to ask for help. By helping them play their own 90 day money game, you can support their financial wellbeing & turn good clients into GREAT ones! Here's how it works: Take your money challenges & turn them into money confidences by playing the 90-day money game. We will address three areas: INCOME: creating & working toward a Bold Money Goal IMPACT: expanding your reach in the world with clients & contacts INNER PEACE: turning the stress around income creation into a fun, peaceful experience. Reclaim your personal power around this important topic! Don't stay stuck in your story, waiting for the outside world to change before you claim your financial success. Action that is fueled by stress is inefficient & exhausting. Learn how to take action From inspiration. Discover a new way to think about money creation & nourish yourself in the process. Remember...You are you OWN economy. Learn how to create this reality now! The next 90 days will pass by one way or the other: let's decide to use that time in a clear & direct way to create a Money Breakthrough! Learn this winning philosophy for yourself & then use these principles & tools in your work with clients.
K2’s Advanced Excel
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Online
8.00 Credits
Member Price: $250
Elevate your Excel expertise with K2's Advanced Excel program! This laptop-friendly course is designed for experienced Excel users who are ready to take their skills to the next level. In this session, you will master critical advanced Excel skills in six key areas: Collaborating seamlessly with other users & securing your workbooks, Utilizing tables to analyze & report data efficiently, Integrating & manipulating data From external sources with ease, Creating & auditing complex formulas, Harnessing advanced data analysis tools for deeper insights, Employing visualization techniques to communicate information effectively. Drawing From over thirty years of experience in delivering Excel training to accountants & business professionals, this program is packed with relevant, real-world examples that reinforce the topics presented. Don't miss this opportunity to become more efficient & proficient in Microsoft Excel, the go-to tool for accounting & financial professionals. This course covers advanced Excel topics that are essential for business success. Participate in this session to elevate & transform your Excel skills!
Securing Your Data with a Password Management App: Updated
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Online
2.00 Credits
Member Price: $89
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Preparing to be a Forensic Accountant: Focus on Computer Forensics: Part II (Cryptology)
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Online
1.00 Credits
Member Price: $39
This is a continuing part of our series on forensic accounting. Within this segment we discuss the concepts that are part of computer forensics known as cryptology. The term cryptography is From Ancient Greek & means "hidden secret". It is the practice & study of techniques for secure communications in the presence of adversarial behavior. Cryptography is about constructing & analyzing protocols that prevent third parties or the public From reading private messages. Cryptography starts with secrets. Various aspects in information security such as data confidentiality, data integrity, authentication & non-repudiation (where a statement's author cannot successfully dispute its authorship) are central to modern cryptography.
Corporate Finance Technology Selection: Practical Frameworks
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Online
1.00 Credits
Member Price: $55
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations and AI-enabled tools) can dramatically improve close speed, forecasting and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Individual Tax Update 2026: Cases, Rulings & Real-World Impact
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Online
2.00 Credits
Member Price: $89
Tax law continues to evolve-- and so do the risks & opportunities for individual taxpayers. This 2026 update examines the most important cases, IRS rulings & administrative guidance From the past year, translating complex developments into practical takeaways. Learn how new interpretations affect deductions, credits, reporting obligations, controversy issues & tax planning strategies. Walk away with tools you can immediately apply in practice. 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
Mastering the Excel Lookup Functions
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Online
2.00 Credits
Member Price: $89
In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Doing Debt Differently: Your Roadmap to Changes & Choices for Success
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Online
4.00 Credits
Member Price: $149
Debt is a real problem for many clients, business owners & the general public. It can be ever increasing & causes financial, emotional & physical challenges that seem to spiral out of control. What if you could help your clients "do debt differently"? This strategy turns the game upside down & presents solutions From the inside out. As a CPA, you are already a trusted advisor for your clients. What if you could help your clients be free of this burden? This is a tremendous resource you can offer to your clients, expanding the value of what you offer them by adding these processes to your packages. Clients will be happy to pay for this kind of relief as you support them in doing debt differently. If you are one of the many people who are personally burdened by this situation, these strategies, tools, mindsets & actions will personally help you get better results...so you can go back to the task of expanding & growing your business, sleeping better at night & gaining access to the creativity that will take you to your next level of financial fulfillment. Paying off debt is an inside/outside job. Successful strategies include the internal shifts to mindset & enhancing the inner qualities that are most helpful in paying off debt & practical tools to help make the transition From thinking about paying off debt to actually doing it. This program combines both -- emotional support & dozens of tools & action steps to Do Debt Differently, including: An inventory process to objectively assess the situation & face it head on Guided mind/body processes to alleviate anxiety about the situation Creative exploration (writing & drawing) to gain clarity & specificity Stories & discussion to strengthen your access to the qualities that will be most helpful to your success Using a menu of options to create a personal action plan & an ongoing support team The techniques in this program are creative & easy, but immensely practical. We will combine practical, nuts-and-bolts action steps with powerful tools for mindset-shifting. There is no reason to continue to suffer the burden & overwhelm of debt. Relief is here! Through discussion, interactive exercises, skill building, mindset shifting & powerful actions, you & your clients could be on your way to a debt free life. Please join me for this empowering approach to changing your financial situation.
Viewing A&A Through the Eyes of a Tax Practitioner
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Online
2.00 Credits
Member Price: $89
This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional support within firms that perform tax, accounting solutions, financial statement and consulting services. We also highlight similarities and differences between U.S. GAAP and tax-basis accounting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controllership Series: Sales, Collections & Customer Credit
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Online
1.50 Credits
Member Price: $79
Why do for profit organizations exist" To make money!!!!! What a great concept. But if the organization does not have the proper collections & credit procedures in place, they may not be able to access that money. Hence the importance of the credit & collection process.Credit & collections are critical areas for the financial statement controllers. Customer credit is a form of payment that allows small business customers to purchase a product or service before paying for it in full. The process works similarly to the way a credit card does: you procure something & pay it back later. Collections is a term used by a business when referring to money owed to that business by a customer. When a customer does not pay within the terms specified, the amount of the bill becomes past due & is sometimes submitted to a collection agency. The sales & collection process includes business activities related to selling products & services, maintaining customer records, billing customers & recording payments From customers. It also includes activities necessary to manage accounts receivable, such as aging accounts & authorizing credit. This course delves into the topics that impact the sales, credit & collections process for management. We discuss strategic steps management can take to ensure their processes are efficient & that they are able to actually collect their revenue.
Nonprofit Tax Rules After OBBA: From Regulation to Reporting
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Online
2.00 Credits
Member Price: $89
This course provides a comprehensive overview of nonprofit tax compliance in the evolving regulatory landscape following OBBA. Participants will examine the legislative changes impacting tax-exempt organizations, with a focus on governance, reporting obligations, unrelated business income, executive compensation & compliance risk management. Attendees will learn how to translate regulatory requirements into accurate reporting & sound organizational policy. 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
Forensic & Fraud Interviewing Techniques & Skills
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Online
2.20 Credits
Member Price: $89
In forensic accounting, interviewing is used to obtain important information From witnesses & suspects. An important aspect is the ability of investigators to obtain accurate & reliable information From victims, witnesses & the suspects or any interviewee. The interview process is an essential part of information gathering for any investigation. The importance of improving the quality of the interviewing with the potential for visual recording of all interviews should be placed high on the agenda of all organizations across the globe. A properly conducted forensic interview can result in an extreme benefit regarding collection of information. The interviewer's role is to develop a full understanding of the facts. There is a distinct difference between a forensic interview & a criminal interrogation. Typically, forensic auditors will not be involved in interrogations. The Canadian or U.S. forensic accounting profession does not have a standardized interview model to truly equip its professionals with the interview tools required to elicit confessions ethically. Majority of their skills are developed through experience & not through a standardized model of training. This session focuses on various interview concepts & methods.
Ethics: 10 Crucial Qualities of High Character CPAs
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Online
2.00 Credits
Member Price: $89
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty 2. Accountability 3. Care 4. Courage 5. Fairness 6. Gratitude 7. Humility 8. Loyalty 9. Patience 10. Presence (focus or mindfulness) You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting and much more business. Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting. 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.
Ethics, Tax Practice & Understanding Circular 230
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Online
2.00 Credits
Member Price: $89
This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules and examine common ethical violations and their associated penalties. The course emphasizes procedures that promote compliance with ethical guidelines, equipping tax practitioners to navigate complex ethical dilemmas confidently. Real-world scenarios will be used to demonstrate the application of ethical principles in tax preparation and representation. 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.
Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
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Online
4.00 Credits
Member Price: $149
Have you ever wanted to reduce the number of financial statement review points you receive? Are you curious about a reviewer's thought process? This hands-on session will answer these questions by helping you understand the role of an engagement quality control reviewer. Not only will you develop an appreciation for the role of an engagement quality control reviewer, but this interactive session will allow you to step into the reviewer's shoes by performing a quality control review during the class session. You will leave with an understanding of best practices for minimizing your exposure to critique by reviewers.
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
Member Price: $89
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Preparing to be a Forensic Accountant: Focus on Computer Forensics: Part III (Steganography)
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Online
1.60 Credits
Member Price: $79
This course is a complement to our series on Becoming a Forensic Accountant & the focus of the course is on steganography techniques. Steganography is the art & science of embedding secret messages in a cover message in such a way that no one, apart From the sender & intended recipient, suspects the existence of the message. The first use of steganography can be traced to 440 BC when ancient Greece, people wrote messages on wood & covered it with wax, that acted as a covering medium Romans used forms of Invisible Inks, to decipher those hidden messages light or heat were used. During World War II the Germans introduced microdots, which were complete documents, pictures & plans reduced in size to the size of a dot & were attached to normal paperwork. Null Ciphers were also used to hide unencrypted secret messages in an innocent looking message. Given the amount of data being generated & transmitted electronically, it's no surprise that numerous methods of protecting that data have evolved. There are various types of steganography: Text Steganography: Hiding information inside the text files. This involves changing format of existing text, changing words in a text, generating random character sequences or using context-free grammars to generate readable texts. Image Steganography: Process of hiding text in an image without distorting the picture. Video Steganography: Technique to hide any kind of files into a cover video file. Audio Steganography: The secret message is embedded into an audio signal which alters the binary sequence of the corresponding audio file. Network Steganography: The process of utilizing active network protocols as carriers to transmit a covert message, undetectable by an uninformed party, From a host to its destination. This session will review these methods & also discuss relevant software.
Ethics: Court Orders, Confidentiality & Compliance
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Online
2.00 Credits
Member Price: $89
This course examines the ethical & legal responsibilities of tax professionals when responding to court orders, summonses & other legal demands for taxpayer information. Participants will review the statutory & regulatory framework governing confidentiality & disclosure, including IRC 7216 & 6713, Circular 230 & the Gramm-Leach-Bliley Act (GLBA). The course explains when disclosure of taxpayer information is permitted, restricted, or prohibited under federal law & professional standards. Through practical analysis & scenario-based discussion, participants will examine common situations involving divorce proceedings, mediation settings & conflicting client interests. Emphasis is placed on evaluating disclosure requests, applying ethical decision-making frameworks, maintaining proper client consent & scope limitations & protecting taxpayer confidentiality while complying with legal mandates. 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.comNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.