In-House CPD

Tailored CPD to fit your needs

In-House CPD gives you the opportunity to tailor CPD programs to fit your organization's needs through scheduling live, personalized in-house training. With in-house CPD you have the freedom to select the course materials, discussion leaders, locations, time frames and logistics of the training.

How In-House CPD works:

  • Location: Training can be held at your site, another site of your choice, or rent a WICPA Meeting Space.
  • Instructor: One can be provided, or if you have your own, a Discussion Leader Guide can be purchased
  • Format: A variety of options are available ranging from one hour to multiple days.
  • Content: Choose a vendor from below or we can find and customize the content for you as well.

In-House CPD Vendors

AICPA

Powering the success of global business, CPAs, CGMAs and specialty credentials, the AICPA provides the needed knowledge and resources. The AICPA drives the profession's relevance and vitality through cutting-edge learning programs on many topics to ensure CPAs and CGMAs are trusted business advisers.

Product Snapshot:

  • Ideal for 10+ staff members
  • Customizable for your needs: half days, one day or several days
  • Choice of 200+ topics under four major specializations: Accounting and Auditing, Government and Not-for-Profit, Management and Consulting Services, and Taxation
  • Confidential learning environment specific to your firm’s needs

Pricing Details:

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

To help schedule your training session, contact our CPD Team at 262-785-0445.

Kaplan

Kaplan's In-house programs offer you the opportunity to free up time to do what you do best - service your clients and customers - and to do it more effectively by:

  • Customizing programs: In-house programs can be tailored to discuss specific client or customer issues without the fear of disclosing information to competitors. With a broad range of two-hour, four-hour or full-day programs, you can save money by discussing only what matters to you.
  • Using seasoned professionals as discussion leaders: All discussion leaders are top rated and have worked with a number of firms and companies and can bring a fresh perspective to servicing clients. And, because the discussion leaders have either authored the programs or taught them frequently, they can field questions quickly and keep a high energy level.

Full-day programs and any combination of our two- and four-hour modules for in-house use are available.

Pricing Details:

  • $1400 Loscalzo Discussion Leader fee plus expenses for full-day program. $450 for own instructor.
  • $120 per participant for printed materials (15-49 participants). $105 per participant for electronic materials.
  • $110 per participant for printed materials (50-99 participants). $95 per participant for electronic materials.
  • $108 per participant for printed materials (100 + participants). $93 per participant for electronic materials.
  • Half day programs available.

Please note that all in-house requests for customized materials are based on time availability and payment of a customization fee.

To help schedule your training session, contact our CPD Team at 262-785-0445.

K2 Enterprises

K2 Enterprises, named after the second highest mountain in the world, is a partnership of instructors formed in 1988 to teach information technology seminars. In addition to providing In-house training for companies, firms, and governmental entities, K2 Enterprises provides continuing professional development to CPAs directly through 40+ state CPA societies.

Technology training and consulting is K2's business. K2 has been delivering high quality events for over 30 years. Benefits include:

  • High-quality Super VGA projection (supplied by K2 Enterprises)
  • Real-life examples and practical knowledge
  • Professionally prepared participant manuals and hand-outs
  • Guaranteed Quality: K2 Enterprises is the nation’s leader in technology training for CPAs. High quality presentations are the cornerstone. Results are guaranteed.
  • Improved Efficiency and Better Performance: Most people are self-taught and use only a small fraction of the capabilities of tools such as Excel, even though they use these tools daily. Huge potential exists to improve efficiency and performance by learning how to use these tools better.
  • Customized to Your Needs: Courses can be customized to include topics that are particularly relevant to your people.
  • Team Building: Training people together gets everyone pulling in the same direction and doing things the same way. Employees can share knowledge and help each other better understand how to take advantage of the technology tools they have. Training sessions are more productive because employees can share how they have approached specific problems that are unique to your company or firm.
  • Reduce Risk and Eliminate Errors: Having a better understanding of the technology tools used daily can significantly reduce the risk of errors and the potential liability associated with such errors. One recent study indicates that 92% of business spreadsheets have at least one critical error.

For pricing details and to help schedule your training session, contact our CPD Team at 262-785-0445.

Surgent

For more than 30 years, Surgent has led the field of continuing professional development for CPAs and other finance and accounting professionals. Surgent has provided CPD to more than 350 accounting firms across the country, in addition to the tens of thousands of individual CPAs who will receive CPD through live webinars, self-study courses, and public seminars. Surgent has partnered with nearly all state societies of CPAs and is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE on the National Registry of CPE Sponsors and as a QAS Self-Study provider.

The goal of the Surgent's Firm Solutions Team is to become your organization’s trusted resource for essential education and insights that will keep your professional team informed across all areas of need. And, thanks to singular focus on professional development, exceptional flexibility can be in providing CPD solutions that are tailored to your firm’s unique needs.

Surgent provides high quality, complete, and convenient professional education programs in the industry—in a range of delivery formats that include live seminars, webinars, on-demand webcasts, and downloadable self-study courses. Courses and instructors are consistently praised for their ability to make challenging content accessible, relevant, and engaging.

All areas and stages of continuing professional development are covered, including:

  • Accounting and Audit
  • Audit Skills Training
  • Ethics
  • Government and Not-for-Profit
  • Professional Development
  • Taxation
  • Tax Staff Level Training
  • Technology
  • CPA Review

Instructor-Led Pricing:

  • $1,400 per day honorarium plus expenses (air, car rental, hotel, meals, etc.)
  • $85 per participant for 8 hours with PDF of materials
  • $105 per participant for 8 hours with printed materials (plus shipping)

Books-Only Pricing:

  • $85 per participant for 8 hours with PDF of materials
  • $105 per participant for 8 hours with printed materials (plus shipping)

To help schedule your training session, contact our CPD Team at 262-785-0445.