WICPA CPE & Special Event Catalog
Strategic CFO: Strategic Financial Communications
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Online
2.00 Credits
Member Price: $89
Financial professionals are expected to do more than report numbers-they must explain them in ways others understand & trust. This session focuses on improving financial communication by addressing financial literacy gaps, simplifying complex accounting concepts & building compelling narratives around data. Participants will learn how to use stories, visuals & language effectively to communicate strategy, performance & risk. Through examples & interactive discussion, this session helps CPAs & CFOs become clearer, more confident communicators in both live & virtual environments. Also, some video clips will be used to add to the learning materials & research. Don't worry, they are pretty entertaining.
Tax Practice Standards
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Online
2.00 Credits
Member Price: $89
Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC) & common law. Also included will be case studies illustrating dilemmas faced by tax practitioners. 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.comNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Where to Hide Fraud Inventory: Expenses: Payroll
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Online
2.00 Credits
Member Price: $89
Imagine you have one hundred boxes that are all supposed to be full of manufactured inventory. How do you obtain reasonable assurance-- now defined as a high level of assurance-- that each box is full without opening every one? You begin by assessing risk. If the client has strong internal controls over manufacturing, packing & transport to the warehouse, there is reasonable assurance the boxes are properly filled. Next, evaluate warehouse security & controls over access, as well as procedures for removing inventory. Once satisfied that controls are both adequate & operating effectively, you can observe & count the boxes & selectively test a sample-- ensuring you do not only choose the most accessible ones, as fraud is often concealed within the middle of the inventory. Based on this risk assessment & targeted testing, you can conclude with reasonable assurance that the inventory is properly stated without inspecting every box. This same approach applies to expenses & payroll: evaluate internal controls, observe processes & perform independent test procedures. Weak internal controls in inventory, expenses & payroll create opportunities for fraud that may lead to material misstatements. In this session, we will explore how these vulnerabilities arise & how to recognize & address them through effective audit procedures.
Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Member Price: $89
Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich. Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively. This session will cover a wide variety of day-to-day cash management tools.
Metrics Management: Dashboards, Performance Tools & Open-Book Management
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Online
2.00 Credits
Member Price: $89
Metrics only add value when they are communicated clearly & used consistently. This session focuses on dashboards, performance management tools & open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail & how transparency & trust improve performance. The session emphasizes visualization, communication & using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points & keep things entertaining.
K2’s Best Word, Outlook, And PowerPoint Features
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Online
4.00 Credits
Member Price: $149
Are you using Word, Outlook & PowerPoint to their full potential? Many professionals rely on these essential tools but often overlook their best features. If you find yourself using "brute force" methods & spending too much time on tasks, it's time to upgrade your skills. Join our four-hour session designed to transform how you work with Microsoft Office. You'll learn how to harness the power of Word, Outlook & PowerPoint to achieve better results in less time. Our expert instructors will guide you through the most efficient techniques, ensuring you gain practical skills that you can apply immediately. Don't miss this opportunity to enhance your productivity & streamline your workflow. Sign up now & take the first step towards mastering Microsoft Office!
Revenue Recognition: Determine the Transaction Price: Part I
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Online
1.20 Credits
Member Price: $39
The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process & industry. Previous courses in this series have covered the standard at a high level & evaluated step one & two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract: Part One Revenue Recognition: Identify the Contract: Part Two Revenue Recognition: Identify Performance Obligations: Part One Revenue Recognition: Identify Performance Obligations: Part Two Revenue Recognition: Determine Transaction Price: Part 1 Revenue Recognition: Determine Transaction Price: Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.
Tactical Finance Leadership: Building the Finance Team of Tomorrow
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Online
2.00 Credits
Member Price: $89
The finance function is changing rapidly, driven by technology, demographics & evolving business expectations. This session focuses on the tactical leadership skills CFOs & CPAs need to build & lead high-performing finance teams in the years ahead. Participants will explore how roles, skills & expectations are shifting & how leaders can prepare their teams for increased automation, real-time reporting & greater strategic involvement. The session blends practical leadership guidance with forward-looking insights.
Consulting Services Secrets
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Online
1.00 Credits
Member Price: $39
Award winning discussion leader Mark Hugh discusses how to create & capture value with consulting services. Whether you want to consult a little or full time, this valuable course reviews identifying a specialty, growing a practice, capturing value, creating deliverables & effective marketplace marketing strategies.
The Controllership Series: Managerial Accounting Basics & Costs
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Online
1.20 Credits
Member Price: $39
Managerial accounting provides economic & financial information for managers & other internal users. Managerial & Financial Accounting have similarities & differences. Each field of accounting deals with the economic events of a business. Both managerial & financial accounting require that a company's economic events be quantified & communicated to interested parties. This another course in our series on the controller's role. The controller's role encompasses many traditional functions. Within this segment of our controllership series, we discuss the area of managerial accounting & the basic concepts that surround this discipline as it primarily relates to cost accounting issues.
Employees Today & Tomorrow: Are Employees Assets?
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Online
2.00 Credits
Member Price: $89
As the managers' role continue to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question: asking if employees are assets? GAAP tells us they are not, so discussion will revolve around whether this treatment delivers an unhealthy bias on our view of the people in our organization. What do the most successful organizations believe & why? If you have an opinion as to whether employees are an asset or not, this is a fun session intended to be interactive with participation either live, virtual or both.
Better Business Writing: Improve Your Speed & Quality
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Online
2.00 Credits
Member Price: $89
Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time & making it far more likely your reader will read & understand your message.
Optimize Your Staff's Performance
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Online
4.00 Credits
Member Price: $149
A chain is only as strong as its weakest link. The same theory applies to departmental performance-- the overall result is only as strong as its weakest contributor. Leave our interactive & entertaining session with insight for developing & sustaining the best team you can possibly assemble. The four elements in this process are (1) development, (2) leadership, (3) hiring & (4) environment. Discuss how to effectively use these elements in your creation of an outstanding organization. Discover the power of the 10 Attributes for Leadership Success & the negative impact of Leadership's Fatal 13. Above all, learn how to combine these four elements as a successful catalyst for sustained high-quality output & results.
K2’s Better Productivity Through Artificial Intelligence And Automation Tools
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Online
4.00 Credits
Member Price: $149
Unlock the incredible potential of Artificial Intelligence (AI) & automation tools to revolutionize your business operations. Imagine boosting productivity & accuracy effortlessly with cutting-edge technologies. Generative AI tools like ChatGPT & Gemini are your new best friends for conducting research, drafting reports & crafting correspondence. Meanwhile, Microsof's Power Automate platform & tools, such as Zapier, can elevate your efficiency to levels you never thought possible. Join our session to modernize your workflows & harness these powerful tools. You'll dive into practical applications of today's AI & automation technologies, moving beyond the basics to streamline workflows, enhance internal controls, maximize productivity & even boost team morale. Additionally, we'll guide you through potential pitfalls & help you avoid common mistakes when using these tools. This session is a must-attend for anyone looking to stay ahead in the fast-paced business world. Don't miss out on this opportunity to transform your operations & achieve unparalleled efficiency. Sign up today & take the first step towards a smarter, more productive future!
The Ethics of How We Treat People; Why it Matters?
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Online
1.00 Credits
Member Price: $39
As leaders in the community & in the profession: we are held to a higher standard & to do more to help others. We do not want to conduct business with unethical organizations or work with those who mistreat others. People, whether they are contractors, employees, customers, suppliers, clients or partners, all want to be treated fairly & with respect. Especially in a service business, people are the only true asset. By treating people with respect & honor: you will attract talent & clients. If you believe there is a war for talent, then listen to this discussion that proves that treating others well is THE ethical course of action & what sets us apart. Being fair, honest & supportive: is being ethical & it matters.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
The Controllers Role in Data Analytics & Big Data
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Online
1.50 Credits
Member Price: $79
Today's economy & all of the digital enhancements have impacted the way companies engage with their customers as well as how the company manages their internal practices. The business control function needs to keep pace. The rising importance of analytical capability is critical when defining the role of the modern controller. Execution of analytics can vary but there are still key questions that must be asked. What are the options & what we need to understand to decide the best way forward? This course focuses on the value that can be brought by the Controller when becoming involved with data analytics powered by technology & also Big Data. The digitized world we live in has made it important for the Controller function to evolve & take on this advanced task.
Sarbanes-Oxley Overview
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Online
1.60 Credits
Member Price: $79
Sarbanes-Oxley legislation. Although there have not been any changes in the legislative concepts of the law since its release in 2002, some aspects of executing the work have evolved. Sarbanes-Oxley was passed in 2002 & year one of attestation for publicly traded companies was 2004. Years later the legislation continues to challenge companies, auditors & compliance professionals when evaluating a company's control structure. SOX 404, although the most prominent, is only one of the many requirements covered under the legislation. In addition, the impetus of COSO 2013 has re-focused companies' efforts on evaluating their key controls. Companies must continually evaluate whether they have designed & identified the proper controls & have adequate tests in place to determine control efficiency. With the evolution of technology solutions, the impact of information systems changes must be continually evaluated to ensure controls are adequately addressed.
2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Online
2.00 Credits
Member Price: $89
This comprehensive course provides a focused update on key auditing developments affecting governmental & Single Audit engagements. The course integrates recent changes to the Yellow Book issued by the U.S. Government Accountability Office with major updates to Uniform Guidance & related Single Audit requirements. Participants will begin with an overview of significant revisions to the 2024 Yellow Book, including changes related to quality management, key audit roles & effective dates. The course also addresses the GAO's implementation delay & its implications for audit planning, along with recent updates to the Green Book that may affect internal control considerations for governmental entities & Single Audits. The course then shifts to recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide & guidance issued through the Office of Management & Budget (OMB). Reporting-related changes, including the transition to SAM.gov-based reporting, are also discussed. Designed for auditors working with governmental entities & federal awards, this course helps participants understand how recent auditing & compliance changes intersect-and what to monitor as expectations continue to evolve.
Hands-On Tax Return Workshop: S Corporations (Form 1120S)
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Online
8.00 Credits
Member Price: $300
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns. 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
K2’s Ten PDF Tips You Need To Know
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Online
1.00 Credits
Member Price: $39
Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. If you are interested in working more effectively & efficiently with PDFs, this session is for you. In this session, you will learn valuable tips you can use to assist you with creating, editing & securing PDFs. You will also learn how to convert PDFs to fillable forms & secure PDFs, among other features. Don't miss this chance to learn ten PDF tips you need to know to increase your ROI on PDFs.