On-Site Training

Save money with onsite training customized to meet your needs with flexible pricing options.

Wish that you could alter and tailor CPE programs to fit your firm’s needs? You have that option through scheduling live, personalized training! Personalized training is a great alternative to meet CPE demands, allowing you the freedom to select the course materials, discussion leaders, locations, time frames and logistics of the training.

Whether you have your own instructor or would like to bring in a professional, AICPA, K2, Nichols Patrick and Surgent McCoy offer plenty of course and topic options for you to choose from. Contact Mark Gordon, CPE Program Coordinator, at 262-785-0445 ext. 4505 to help you schedule your training session today!

Benefits:

  • Save valuable staff time
  • Save travel costs
  • Meet firm needs in one 4-hour to three-day training course
  • Tailor course content to fit your staff's training and experience levels

How onsite training works:

  • Location: Training can be offered at your site, another site of your choice or the WICPA Professional Development Center
  • Instructor: One can be provided or if you have your own, a Discussion Leader Guide, can be purchased.
  • Format: Classes can be 1-2 hours, 4 hours, 8 hours, 16 hours or 24 hours
  • Content: Choose a program found in the below vendor catalogs or we can find and customize the content for you.

AICPA Pricing

A La Carte Seminar Components - Choose the options that meet your firm's training needs:

  • $65-$85 per participant for content for 8-hour program
  • $135 per Discussion Leader Guide for 8-hour program
  • $1,700-$2,100 per day honorarium per discussion leader plus travel expenses
  • $35 per participant for 8-hours and printed materials or NO CHARGE for Print Master - your organization is provided with a master for printing or distributing electronically once an agreement has been signed

K2 Pricing

Instructor provided (minimum of 25) for 8-hour program:

  • $170 per participant if K2 prints materials
  • $150 per participant if firm prints materials

Instructor provided (minimum of 50) for two 4-hour programs:

  • $68 per participant if K2 prints materials
  • $60 per participant if firm prints materials

This pricing includes the instructor fee, travel costs and materials. You simply pay the flat fee per participant.

Nichols Patrick Pricing

Contact Mark Gordon for more information at 262-785-0445 ext. 4505.

Surgent McCoy Pricing

With Instructor:

  • $1,400 per day honorarium plus expenses (air, car rental, hotel, meals, etc.)
  • $80 per participant for 8 hours and PDF of materials
  • $100 per participant for 8 hours and printed materials (plus shipping)

Books Only:

  • $80 per participant for 8 hours and PDF of materials
  • $100 per participant for 8 hours and printed materials (plus shipping)

The WICPA rents professional training rooms to members and businesses. For more information or to arrange a rental, contact Mark Gordon at 262-785-0445 ext. 4505.