WICPA CPE & Special Event Catalog
Making Effective Decisions When You Can't Get What You Want
-
Online
2.00 Credits
Member Price: $89
Even if managers have incomplete information or constraints, they still must make choices. This session provides advice for navigating rocky decision-making terrain encountered by managers who must make choices despite imperfect information and/or constrained resources. We explore ways to leverage available information to make effective decisions when seemingly critical details cannot be obtained. We also illustrate managerial accounting techniques for optimizing profitability when inputs or resources are constrained by supply chain disruptions or other limitations. 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 Management Fundamentals
-
Online
4.00 Credits
Member Price: $159
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
Disrupt to Dominate: Mastering Change Leadership
-
Online
4.00 Credits
Member Price: $149
In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Introduction to Yellow Book: 8-Credit Boot Camp
-
Online
8.00 Credits
Member Price: $239
This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Navigating IRS Collections: The Collection Process
-
Online
2.00 Credits
Member Price: $89
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionally, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Coping With the Growth of Online Fraud
-
Online
4.00 Credits
Member Price: $149
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. 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 Eight Awesome PivotTable Features
-
Online
2.00 Credits
Member Price: $89
Unlock the full potential of Excel's most powerful feature-PivotTables! While many users rely on them daily, few tap into the advanced capabilities that can transform data into dynamic insights. Join us for an eye-opening session where you'll discover eight game-changing PivotTable techniques that go far beyond the basics. From custom calculations & KPI integration to multi-source consolidation & advanced reporting tricks, we'll show you how to elevate your analytics & impress stakeholders. Whether you're a seasoned Excel user or just getting started, this session will equip you with the tools to turn ordinary PivotTables into extraordinary decision-making engines. Don't just use PivotTables-master them!
Ethics: How to Run Your Business Well
-
Online
2.00 Credits
Member Price: $89
Ready to elevate your accounting practice through ethical decision-making? If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents in this high-content, results-focused webinar, your business will prosper. Beginning with the most fundamental principle of all, Do No Harm, you'll discover how to make the right decisions in a range of challenging situations. Through engaging, real-life "What would you do?" scenarios, an exploration of the principles of ethical intelligence and a few fun writing exercises, you'll gain practical insights you can apply professionally and personally. We'll also answer some frequently asked questions about ethics that will enrich your understanding of a topic you can't afford to ignore. We end with a Call to Action, so that you can put the lessons you learn into practice immediately. You'll leave with the tools to foster trust, build a thriving practice and impress clients with the high standards of service you live by. Who knew an ethics webinar could be both practical and fun? 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.
Failure to Detect Fraud & the Reasons Why
-
Online
2.00 Credits
Member Price: $89
SAS 122, AU 240, Consideration of Fraud in A Financial Audit state that auditors fail to detect fraud for two reasons. One, they haven't been trained to look for it & two, they don't know what it looks like. I would like to add a third reason: they don't want to find fraud because it causes problems for the audit. This session is designed to familiarize auditors with the many faces of fraud; where & how to look for them & what to do if you think you have found fraud. Not everyone is able to recognize fraud. During this program, the attributes a fraud auditor (frauditor) will be discussed. In order to recognize fraud, an auditor must understand their client's operation. What is an indicator in one client's operation may be business as usual in another & you have to know the difference. After viewing this program, chances are you will never look at your client the same way!
Introduction to Governmental Accounting
-
Online
2.00 Credits
Member Price: $89
Governmental accounting differs significantly From other forms of accounting & requires a distinct approach to financial reporting. This course introduces the foundational principles of governmental accounting, including fund accounting concepts & the modified accrual basis of accounting. Participants will explore the structure & purpose of governmental fund financial statements & government-wide financial statements, gaining clarity on their objectives, layouts & key elements. The course also addresses essential topics such as component units, the role & structure of Management's Discussion & Analysis (MD&A) & the preparation & significance of the Annual Comprehensive Financial Report (ACFR). Designed for those new to governmental accounting-- or those seeking a refresher-this course provides a solid foundation for understanding & applying governmental financial reporting principles. The course has been updated to reflect recent guidance issued by the Governmental Accounting Standards Board, including GASB Statements 101-105.
Surgent's Where To Live in Retirement
-
Online
2.00 Credits
Member Price: $119
Deciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in retirement can best be met. The program covers the various factors that most people should consider when thinking about where to spend their retirement years.
Taxation of the Cannabis Industry
-
Online
2.00 Credits
Member Price: $89
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements and market trends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Year-End Tax Planning: Thinking Outside the Box
-
Online
4.00 Credits
Member Price: $149
Tax planning is more than an estimated tax calculation, it's a process. Where are we now & what can we change? This timely program will highlight significant 2022-23 tax developments & discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don't wait until late December to start planning for your clients! 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.
Proper Financial Accounting for Partnerships & LLCs
-
Online
4.00 Credits
Member Price: $149
Although they are the most common entities for small & mid-sized business, financial (book) accounting for partnerships & LLCs are rarely discussed. This course examines the proper financial accounting for these tax-driven entities.
The Essential A&A Update With Renee Rampulla
-
Online
4.00 Credits
Member Price: $149
This course is essential & designed to assist those who need to remain up to date on recently issued & effective guidance impacting the accounting & auditing of private companies. Learn about the accounting requirements involving crypto assets, income taxes, joint ventures, governmental grants, interim reporting & hedging. Understand the American Institute of Certified Public Accountants' (AICPA) recently issued Statements on Auditing Standards (SASs) & Statements on Standards for Accounting & Review Services (SSARSs).
Comprehensive Audit & SSARS Update
-
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.
S Corporation Preparation, Basis Calculations & Distributions: Form 1120S Schedule K & K-1 Analysis
-
Online
8.00 Credits
Member Price: $300
This comprehensive training is designed to get the accountant up to speed quickly with S corporation formation & preparation issues as well as a complete understanding of calculating a shareholder's stock & debt basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1120S Schedule K & K-1 & how these items affect the shareholder's Federal individual income tax return. 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
Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services
-
Online
8.00 Credits
Member Price: $250
This course provides tax & accounting professionals with a comprehensive framework for transitioning From a compliance-driven busy season model to a sustainable, year-round advisory practice. Participants will explore strategies for expanding services into tax, financial & estate planning. The course addresses both transitioning existing clients & attracting new, higher-value clients while improving efficiency, client value & revenue stability.
Excelling at Excel: The Magic of Power Query
-
Online
2.00 Credits
Member Price: $89
Elevate your data analysis capabilities with our focused course on Power Query. Tailored for financial professionals, this training will show you how to get started using Power Query & teach you some of the ways to take advantage of its ability to handle messy data & automate repetitive tasks. Harness the efficiency of Power Query to revolutionize the way you work with data. Learn how to "program" your tasks once & set them on repeat, eliminating the need for repetitive, robotic work. This automation not only saves time but also ensures consistency & accuracy in your data processes. Whether you're dealing with complex datasets or simply looking to streamline your reporting processes, this course will equip you with the tools & knowledge to make Excel work for you like never before.
About the TIGTA: Who Watches the IRS?
-
Online
2.00 Credits
Member Price: $89
This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations and inspections and evaluations to promote integrity, economy and efficiency in the administration of the nation's tax system. The course will explore the role of TIGTA in improving the efficiency and effectiveness of the IRS, identifying opportunities to improve the administration of tax laws and upholding ethical standards in the accounting profession. 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.