WICPA CPE & Special Event Catalog
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
Member Price: $149
Valuation techniques & cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review Ten Steps for keeping your financial toolbox full.
Enhancing Performance Through Effective Coaching
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Online
4.00 Credits
Member Price: $149
This business coaching course is designed to enhance your coaching effectiveness by integrating innovative tools like ChatGPT (Generative AI) to support & elevate your coaching practice. You'll explore the key differences & similarities between coaching & managing, uncover the most important skill every coach should master & learn how to get to the root cause of any problem. With hands-on coaching strategies, including neuro-linguistic programming (NLP) techniques, you'll enhance your ability to drive results. Additionally, you'll discover how to use performance gap analysis to identify & bridge gaps, ensuring the success & growth of the individuals you coach.
How AI Is Automating Internal Control
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Online
4.00 Credits
Member Price: $149
The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. 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 Business Intelligence, Featuring Microsoft’s Power BI Tools
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Online
8.00 Credits
Member Price: $250
In today's fast-paced business world, staying ahead of the competition means leveraging every advantage. Business Intelligence (BI) is the game-changer that can transform your organization. Imagine uncovering hidden insights & gaining a competitive edge with data that was once out of reach. With tools ranging From Excel add-ins to the revolutionary Power BI, you can now harness your existing skills to create dynamic, interactive dashboards & analyses that were unimaginable just a few years ago. This program will empower you with the skills to implement "yourself business intelligence" using a variety of techniques & tools. You'll start by mastering advanced Excel data query & summarization features to create stunning Excel-based dashboards. Then, you'll take your knowledge to the next level by building even more powerful BI objects using Microsoft's Power BI tools. If you're passionate about gaining better insights into your data to make smarter decisions, this fast-paced program is for you.
Comprehensive Estate Planning: Administration & Postmortem Strategies
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Online
8.00 Credits
Member Price: $250
Navigating the complexities of estate & trust administration is a vital skill for professionals, who play an integral role in the administration team. This comprehensive course is designed to equip professionals with a thorough understanding of their responsibilities & the processes involved in estate administration, enhancing their ability to address estate settlement issues effectively. Participants will be provided with a detailed overview of the professional's role in estate & trust administration, emphasizing practical insights & strategies for managing assets, addressing the legitimacy of debts & creditors & ensuring the proper distribution of assets. 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.
Implementing & Maintaining an Internal Control System
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Online
8.00 Credits
Member Price: $239
Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. 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 Compilations, Reviews & Preparations: Engagement Performance & Annual Update
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Online
8.00 Credits
Member Price: $299
Specifically designed for preparation, compilation and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical and technical requirements.
Cybersecurity: Protecting Your Firm's Data & Reputation
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Online
2.00 Credits
Member Price: $89
Cybersecurity protection of digital data continues to be a top priority for CPAs. The cyber threats continue to increase and are becoming more sophisticated with the advent of AI technology. The first step is to understand what the primary threats are, the potential damage they can inflict and, most importantly, how to mitigate the risks. This course will prepare you have informed conversations with your IT service providers to ensure you are employing best practices in cybersecurity protection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Leaders Eat Last. Why?
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Online
1.00 Credits
Member Price: $39
Trust is essential, because without trust, there can be no teamwork. Trust is like oxygen, when it is gone: we suffocate. This session provides a 15-step action plan to gain commitment From your team members, build trust, hold each person accountable & create results for your organization.
The Future of Audit: Technology, Talent & Transformation
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Online
1.00 Credits
Member Price: $55
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives and audit committee chairs, participants will explore how artificial intelligence, blockchain and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic & Don Minges
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Online
1.00 Credits
Member Price: $39
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today's competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
AICPA Statements on Standards for Tax Services: Ethical Considerations
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Online
2.00 Credits
Member Price: $89
The AICPA revised the Statements on Standards for Tax Services, providing the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024. This course does not quality for IRS credit.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Accounting for the Gig Economy
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Online
2.00 Credits
Member Price: $89
Freelance work & 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 & attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance & external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients.
Adobe Acrobat Tips for Working with PDF Files
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Online
2.00 Credits
Member Price: $89
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
World Class Cost Accounting: A Practical Application -- Part II 26-27
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Online
4.00 Credits
Member Price: $175
Build on the foundation from Part I and deepen your expertise by mastering the treatment of manufacturing overhead. Using the cost system of a real company, you'll learn to distinguish overhead costs that can be directly traced versus directly assigned and how to structure inventory cost pools for accurate product costing. Explore methods for handling deviations from normal manufacturing processes and see how all overhead costs can be systematically integrated into a comprehensive cost system. Completing Part I is highly recommended, as its principles carry forward into this advanced application. World Class Cost Accounting: A Practical Application - Part I
Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) 26-27
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Online
8.00 Credits
Member Price: $329
Join us for a comprehensive annual update of promulgations of the FASB and AICPA and will include the latest ASU, SAS and Ethics interpretations.
K2's Technology For CPAs - Don’t Get Left Behind 26-27
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Online
8.00 Credits
Member Price: $329
Technology changes daily, so it's essential to stay up-to-date with critical developments to effectively leverage today's technologies. Join us for this session to explore key technological developments impacting accounting and financial professionals.
K2’s Excel Best Practices
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Online
8.00 Credits
Member Price: $250
In the ever-evolving world of spreadsheets, staying ahead means mastering the latest & best techniques. Join our comprehensive program & dive deep into the best practices for creating, editing & auditing Excel workbooks. You'll learn how to secure your workbooks, collaborate seamlessly with others & effectively report data. Today's Excel best practices are a far cry From those of the past. This "must-see" CPE program will equip you with the knowledge to work smarter, not harder. Our course materials are packed with relevant examples to enhance your learning experience. Don't miss out on this opportunity to fully utilize Excel & elevate your skills to new heights.
AI & Accounting in Retail
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance and financial reporting. Drawing on real-world case studies from retail giants and small businesses alike, this course explores how AI technologies intersect with accounting workflows and outlines strategies to maintain accuracy, trust and control in an AI-driven marketplace. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
