WICPA CPE & Special Event Catalog
K2’s NextGen Document Management, Workflows, And Portals
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Online
2.00 Credits
Member Price: $89
The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration & internal workflows using AI-enhanced systems & integrated portals. Learn how new-generation ("NextGen or NGX") paperless ecosystems combine security, automation & accessibility to streamline client communications & approvals. The session will review leading document management & workflow tools, portal features & how integration across accounting, tax & client service platforms drives productivity & compliance. Attendees will leave equipped to evaluate & implement modern document systems that enhance client experience while maintaining robust security & compliance controls.
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Member Price: $89
Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA's clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity's environment, the entity's internal controls & assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples & language.
Fraud Risk Management
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Online
2.00 Credits
Member Price: $89
The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023). It has quickly gained acceptance as the set of best practices for preventing, detecting & thus deterring fraud. The fraud landscape is constantly changing & evolving. The FRMG sets out a rigorous set of principles & leading practices for managing fraud risk for forward-thinking organizations to follow. It covers: How to establish fraud risk management governance. How to conduct rigorous fraud risk assessments. How to design & implement fraud control activities. How to establish reporting mechanisms & investigative procedures. How to monitor the overall fraud risk management program. Fraud risk can be managed. All anti-fraud & accountability professionals will benefit From this session's focus on effective fraud risk management.
World-Class Cost Accounting: A Practical Application Part II
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Online
4.00 Credits
Member Price: $149
Enhance your career with an invaluable skill set in cost accounting. This program presents a comprehensive cost system based on a real company, guiding you through the accurate classification of manufacturing overhead costs. Learn to distinguish between true variable & fluctuating variable costs, identify fixed overhead costs that are direct or directly assignable & account for variances From standard costs. In this model, all manufacturing overhead costs are fully traced to products, providing practical insights you can apply directly in the workplace. It's highly recommended to take Part 1 before Part 2 as several foundational principles in Part 1 carry forward throughout Part 2.
Leading & Managing the Accounting Department
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Online
4.00 Credits
Member Price: $149
Welcome to a management course that helps CFOs & Controllers lead the Accounting Department. It is essential that the Accounting Department have a Vision which is aligned with the Business goals. Controllers must also be comfortable with wearing multiple 'hats' in the business. The head of the Accounting Department must be skilled in a variety of leadership skills, technical skills, managerial skills & current management techniquest.
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
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Online
2.00 Credits
Member Price: $89
In today's business world, there is a war for talent & organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward & recruit. The GAAP & tax accounting for equity compensation plans is not static & decisions that you make during plan set-up can have major consequences to your organization's bottom line & your management team's personal tax situations. We will review nuances & details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis & detailed accounting for these plans: this session will help you understand the issues & get it right the first time.
K2's Optimizing Your CAS & Advisory Tech Stack
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Online
2.00 Credits
Member Price: $89
Client Accounting Services (CAS) has become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams & streamlined operations. This course provides accounting professionals with practical guidance on implementing & optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models & client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation & reporting platforms. It offers insights into best practices for managing client expectations & delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends affecting CAS & identify critical steps to build a scalable CAS practice aligned with their firm's goals. The course also addresses the importance of data security, governance & compliance in providing CAS, ensuring ethical & professional service delivery
Fraud Assessment for Small & Medium Sized Businesses
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Online
4.00 Credits
Member Price: $149
It is virtually impossible to pick up the daily newspaper & not find an article on some type of fraudulent event. In the wake of the "Era of Fraud, Waste & Excess," one might suspect that potential fraudsters would think twice before committing illegal acts. However, just the opposite seems to be the case. Is there really more fraud or is there simply more fraud awareness? The harsh reality is that it is a little bit of each. Not only has fraud worldwide reached a level of over $7.0 billion in lost revenue but savvy C-level executives now realize that it could happen to their companies-- very easily. When you put these facts together, it adds up to a completely new era of vigilance.
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.
Learning to Teach "Tax" as a Second Language
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Online
1.00 Credits
Member Price: $39
Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients & other non-tax professionals grasp fundamental concepts.
The Entrepreneurial Spirit: A Leadership Perspective
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Online
1.20 Credits
Member Price: $39
In today's rapidly changing business environment, organizations need professionals who think beyond traditional roles & demonstrate initiative, innovation & strategic thinking. The entrepreneurial spirit is no longer limited to business founders-- it is a mindset that drives creativity, problem-solving & opportunity recognition within any organization. By understanding & embracing the entrepreneurial spirit, professionals can enhance their ability to lead initiatives, adapt to uncertainty & contribute meaningfully to the long-term success of their organizations.
Digging Deep With Excel Pivot Tables
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Online
1.00 Credits
Member Price: $39
This session focuses on the power of pivot tables within Microsoft Excel. We initially discuss the creation of pivot tables & various ways to summarize information. Then we explore ways to utilize summarized pivot table data. The course uses several practical examples that should inspire participants to find their own creative uses for pivot tables.
AI In Audit & Financial Reporting
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Online
1.60 Credits
Member Price: $39
Auditors & financial professionals must understand how to integrate AI responsibly while maintaining professional skepticism, audit quality & compliance with regulatory expectations. However, the use of AI also introduces new governance, ethical & regulatory considerations that organizations must carefully manage. This course explores how AI is currently being used in audit & financial reporting, the benefits & risks associated with its adoption & how organizations can establish appropriate governance, controls & oversight.
Supervised AI Agents as Public CPA Audit Team Members
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Online
1.00 Credits
Member Price: $39
Should CPAs in public practice use Agentic AI? How? What should I not do? Join us to review how to use AI to assist in Assurance engagements, including testing internal controls. Agentic AI ('Artificial Intelligence') is rapidly being deployed by leading audit, compliance & finance teams. While AI agents are not yet replacing all of today's knowledge workers like auditors, accountants & IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth & scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk & compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors & IT security professionals to enhance efficiency, consistency & assurance quality. Of critical importance is training & supervision so that the AI agents accomplish their testing to the intended quality standards. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal & external assurance.
How to Audit Prepaid Expenses
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Online
2.00 Credits
Member Price: $89
Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions & common risks & threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy & reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools & confidence needed to navigate prepaid expense audits with proficiency.
Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $89
Discover critical insights From the latest Department of Labor studies on employee benefit plan audits & tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality & explores the underlying causes of these issues. Through practical strategies, engaging case studies & regulatory guidance, participants will learn how to close gaps in compliance, enhance audit execution & protect plan participants & beneficiaries. Whether you're an experienced auditor or new to benefit plan audits, this course will equip you with the tools needed to elevate audit quality & ensure regulatory compliance.
Practical Excel Topics for Today’s Accountant
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Online
2.00 Credits
Member Price: $89
This course introduces practical ways that public accountants can use Excel to enhance both the efficiency & effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis & reporting. We will introduce numerous analytical methods & techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing & reporting information.
Effective Manager: Traits & Skills
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Online
2.00 Credits
Member Price: $99
Many courses deal with leadership & manager skills. Whether you have held a management position for several years or are just transitioning to a manager role, you will find that becoming/remaining a good manager can often be an art rather than just a technical skill. It can be (and should be) a learning & an ever- evolving process.
The Controllership Series: The Controllers Role in Strategic Thinking & Advising: Part II
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Online
1.20 Credits
Member Price: $39
The strategic controller helps leadership decide what should happen, not just explain what has already been done. The controller often acts as the enterprise translator between strategy, operations & financial outcomes. This can sometimes appear to be accuracy-focused & not necessarily decision useful insight. Controllers must move away From just variance explanation & include performance interpretation. To do this, the controller must understand business models & value drivers, be able to translate strategy into financial growth & align KPIs with strategic priorities. Part of this process includes understanding concepts of root-cause analysis vs. surface-level variance analysis. It also includes understanding correlation vs. causation in financial data. Within this segment we will review all of these concepts & controllers will come away with insightful ideas regarding how to elevate their roles.
Managing Generational & Cultural Variances
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Online
1.60 Credits
Member Price: $79
Whether you have held a management position for several years, or are just transitioning to a role which requires you to manage other individuals, you will find that becoming & remaining a good manager is often an art rather than just a technical skill! This segment flows nicely with the segment on Managing Traits & Skills. This segment will focus on the dynamics of managing in a world full of several generations in the workforce as well as cultures.