WICPA CPE & Special Event Catalog
GASB 96 –SBITA, GASB 94 P3 & GASB 87 Leases (Year 2)
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Online
2.00 Credits
Member Price: $89
This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) & P3s. Compare & contrast these standards as you prepare for implementation this year of GASB 94 & GASB 96 & review the implementation efforts of Leases in Year 2.
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $109
The COVID pandemic changed the way many people worked, yet others have had remote teams for decades & little changed. Many organizations trying to bring people back to the office have experienced significant turnover. Some practices have changed forever while some principles will always remain the same. Keeping your people happy equals keeping your best people. Learn the changes you should make now & the things you should do forever!
K2's Taking A Fresh Look At Teams
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Online
2.00 Credits
Member Price: $89
Just because Microsoft Teams is no longer a new tool doesn't mean it hasn't evolved & it certainly has! Since its introduction in 2016, Teams has become the de facto business productivity platform for organizations worldwide. Yet, many users barely scratch the surface of all that Teams offers. Participate in this session to learn how to get more From Teams & enhance your ROI on the platform. In this session, you will learn about the core options available in Teams & how to leverage them. You will also learn about new enhancements in Teams, including threaded conversations, enhanced meeting features & integration with Microsoft's Copilot platform. If you use Teams & want a deeper understanding of the platform, don't miss your opportunity to participate in this session.
Accounting for People: Workforce Trends, Costs & Talent
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Online
2.00 Credits
Member Price: $89
Leaders are increasingly responsible for the human resources function, despite limited formal training in people management. This seminar explores how to account for people as a valued asset rather than an expense. Managing the costs, trends & risks associated with today's ever-changing workforce has changed. From recruiting & retention to engagement & compensation alternatives. The modern leader must understand how employee-related decisions drive both performance & profitability. This session will examine the financial implications of HR trends, workforce planning & the evolving role of talent strategy. We will also explore how to influence investments in people through accounting & reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you? Join for some interesting research & entertaining mix of videos to understand the people around you in the workforce.
IT Controls & SOC Reporting in Financial Audits
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Online
3.00 Credits
Member Price: $109
This course provides a practical understanding of IT controls & SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness & determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas & alignment with Complementary User Entity Controls (CUECs).
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.
Drive Results With Metrics
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Online
2.00 Credits
Member Price: $89
Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past. Using performance metrics effectively reduces work, reduces politics, provides flexibility & substantially improves the performance management process. This session will show you powerful techniques to drive your organization's performance.
Shorten Month-End: Closing Best Practices
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Online
4.00 Credits
Member Price: $149
Surveys show that the average North American company completes its monthly financial statement closing in six (6) days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better & cheaper. Yes, to all three.
Revenue Recognition Topic 606 Contract With Customers: Identify the Contract Part II
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Online
1.20 Credits
Member Price: $39
This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes & accounting treatment when a contract does not exist.
Leaders Eat Last. Why? The Characteristics of Great Leaders
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Online
2.00 Credits
Member Price: $89
If a great leader is someone we are willing to sacrifice for: what do those leaders do that makes us want to do more? Many of us work in dysfunctional organizations that want followers, but have no leaders that lead. What makes a leader effective? True leaders sacrifice, they are trustworthy & they empathize. We discuss the steps to take so you can become a true leader: including, integrity, humility, communication, self-control & self-awareness. With diligence, you can become a better leader & we will discuss how.
K2’s Collaboration: Best Platforms And Practices
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Online
2.00 Credits
Member Price: $89
Collaboration remains one of today's hottest topics. Technology has fueled today's collaboration options & work-from anywhere environments virtually demand collaboration platforms. In this session, you will learn today's best tools & practices to facilitate more effective collaboration in your organization. In this session, you will learn about today's mainstream collaboration platforms & Microsoft 365, Google Workspace & Zoho: & how these options are similar & differ. You will also learn about other collaboration options, including Slack, Zoom & Webex & you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices & procedures that must be in place to optimize your collaborative environments & experiences.
Common Yellow Book & Single Audit Deficiencies
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Online
4.00 Credits
Member Price: $149
Yellow Book & Single Audit engagements are routinely selected for peer review & continue to be areas of heightened scrutiny by peer reviewers & federal oversight agencies. This course examines common deficiencies identified in governmental & Single Audit engagements, with a focus on understanding why these issues arise & how they can be avoided. Participants will review frequent deficiencies related to Yellow Book requirements issued by the U.S. Government Accountability Office, including independence, CPE & reporting considerations. The course also addresses common Single Audit deficiencies, including internal controls over compliance, compliance testing & major program determination. Designed for auditors performing governmental & Single Audit engagements, this course helps participants recognize recurring problem areas & better understand the requirements that continue to drive peer review findings.
Execute Your Strategy: Turn Planning into Results or Destroy it & Start Over…Again
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Online
2.00 Credits
Member Price: $89
Organizations that execute a wise strategy succeed; others are executed in the market. Many organizations invest significant time in strategic planning but fall short when it comes to execution. According to McKinsey, most fail to properly execute their strategy. This session explores the critical transition From strategy to performance while challenging outdated planning models & myths. We often do not think of strategy in the same context of longer-term organizational projects like ERP transitions or risk management. Why should you consider "killing" your current plan & building a new plan centered around financial performance? We will dive into the reasons strategy fails, uncover the practical tools for bridging the planning-performance gap & explore how strong financial integration enables strategy to succeed. We review insight into what works-- and what must be stopped immediately. The author uses CocaCola as a baseline to communicate elements of strategy & incorporates funny videos to highlight key points.
Independence Requirements for Auditors
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Online
2.00 Credits
Member Price: $89
Independence is a foundational requirement for CPAs in public practice & is critical to maintaining public trust in the profession. This course provides a practical overview of independence concepts & requirements as outlined in the AICPA Code of Professional Conduct, with an emphasis on real-world application. Participants will review key independence principles & common areas of risk, along with recently issued ethics interpretations From the Professional Ethics Executive Committee (PEEC) that impact independence requirements. The course focuses on how these interpretations apply in practice & discusses practical approaches firms & practitioners can use to implement & maintain compliance. Designed for auditors performing attest engagements, this course helps participants better understand independence requirements & navigate evolving guidance with confidence.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Planning for Small Business Success
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Online
4.00 Credits
Member Price: $149
Strategic Planning for SMEs
K2’s Excel Charting And Visualizations
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Online
4.00 Credits
Member Price: $149
Are you tired of struggling to create compelling charts & graphs? Join our session & transform your data into stunning visualizations that captivate & inform your audience. This isn't just another seminar on basic charts; it's a comprehensive guide to mastering advanced, interactive & dynamic visualizations in Excel. In this session, you'll learn how to create visually appealing charts that are not only informative but also engaging. Discover the secrets to making your data come alive with interactive elements that ensure your audience understands & retains the information you present. Whether you're looking to enhance your communication skills or impress your stakeholders, this seminar is a must-attend. Don't miss out on the opportunity to take your Excel skills to the next level. Sign up now & start creating visualizations that make a lasting impact!
360 Budgeting: A Holistic Approach to Process & Solutions
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Online
8.00 Credits
Member Price: $250
The budgeting process can be a time consuming & frustrating process for accountants. The constraints & pressures can lead to poor decisions in both the technical & human components. This series will offer solutions to the budgeting woes From both the big picture & in the details. Budget Mastery: Process, Problems & Solutions The budgeting process can be a mundane one for accountants. Let's be realistic & agree that even the word "budget" does not bring excitement to you & your departmental colleagues. The constraints & pressures can lead to poor decisions in both the technical & human components. This session is the first part of a four part series & will cover the big picture of keeping the process fresh, pragmatic & useful. We discuss these keys in an engaging manner by discussing both our flaws & strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. Budget Mastery: Walkthroughs & Real World Calculations Towards Tying Budgets to Value This session takes a unique review of the fundamental budget issues faced by all & walks through a detailed modeling process intended to generate discussion & best practices to improve your organization's financial modeling. From the beginning of the accounting process: 'the chart of accounts' to the end of the process: 'the valuation of the company', the budgeting cycle via a live case model to learn best practices common to successful companies. This course stands on its own but is part two of a four part budget mastery series. Budget Mastery: The Human Side of Budgeting-Navigating People's issues with 360 Insight You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component & human component. We can resolve some of our budget issues by exploring the process' human aspect. Understanding what makes you & others operate can enhance your understanding of the entire organization & build upon the respect & influence needed to navigate & lead the budgeting cycle. This session includes a case study that measures an individual's personality type & then explores how to use our strengths & weaknesses to create a better budget process & quite frankly maybe a better you. This is a great & fun course on its own, but is also part three of a four part series on budget mastery. Budget Mastery: From Numbers to Narrative: Effectively Presenting Your Budget & Reporting Perhaps the most important element of the budget process is its communication. If management does not understand the budget: there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations & will identify key problems in how people often communicate financial plans. Presenting your budget & reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable & educational.
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Member Price: $89
Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics & entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive & sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert. We will discuss proven methods to better understand introverts, how to manage them & how to get the most out of their amazing talents. If you want to enhance your leadership skills, this seminar is for you.
The Three Million Dollar Ribbon
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Online
2.00 Credits
Member Price: $89
Two conmen used lies & falsified documents to convince the State of Tennessee to give them a $3,000,000 economic development grant to create 1,000 jobs by purchasing & rehabilitating a vacant factory in rural Tennessee. Instead, they spent most of the money on an extravagant lifestyle & invested over $1M in a scheme to defraud the U.S. Federal Emergency Management Agency (FEMA) out of over $30,000,000 pursuant to a contract to provide the tarps for areas such as Puerto Rico, affected by hurricanes. This session provides a detailed case study of how the investigators accumulated, organized & analyzed hundreds of documents, identified the falsifications & misrepresentations, conducted multiple interviews & ultimately convicted the conmen. This case study provides multiple takeaways for detecting & investigating grant fraud, which is especially relevant in light of the numerous federal stimulus programs in recent years.
Cash Flow Clarity: Effectively Communicate Cash Flows for your Board & C-Suite
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Online
2.00 Credits
Member Price: $89
The cash flow statement is one of the most confusing financial reports-- yet it has the potential to deliver the essential keys to understand business performance. After all, cash is still both king & queen! This session explores how to present, interpret & communicate cash flows effectively to help CEOs, boards & decision makers drive smarter results. By using the Sources & Uses format, professionals can make the statement more intuitive & actionable. Learn how to simplify cash flow information & focus discussions on what matters most: how cash is generated & deployed? We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood & we will show you how to fix that & include some amusing videos to drive the points home. We will use the Apple Corporation as an example company in presenting.