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Wednesday Breakfast Programs Season Pass

Multiple Events Between -

(Check-In )

Up to 12.00 Credits

Member Price $399.00

Non-Member Price $549.00

Overview

Receive the BEST DEAL on Breakfast Programs and register for a Season Pass. A Season Pass is an easy way to register for individual programs all at once - at great cost savings!

Options this year include a monthly Wednesday or Friday program Season Pass (or sign up for the Complete Breakfast Programs Season Pass to receive MORE savings).

In addition, a three-part series on Law & Employment is being offered free for members.

This bundle contains the following events:

Generative AI & Agentic AI: How These Technology Trends Are Reshaping the Profession

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Online

2.00 Credits

Member Price: $69

This session will discuss and walk through how firms are implementing generative AI tools and developing agentic AI options for both internal and client-facing purposes. Learn how certain tools have developed and advanced since the launch of ChatGPT in 2022 with live examples. This session will also address topics like cybersecurity, internal controls and AI governance.

The Most Common Planning Gaps CPAs See Too Late

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Online

2.00 Credits

Member Price: $69

CPAs often see critical tax, estate and risk gaps long before an event forces action, but influence is lost when those insights aren’t activated. This session will introduce a simple, repeatable framework CPAs can use to move business owners from awareness to action without becoming sales driven or adversarial. Learn how early, collaborative intervention leads to better outcomes for clients and stronger cross discipline relationships.

The Changing 401k Landscape: Pooled Plans, Plan Design & Tax Incentives

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Online

2.00 Credits

Member Price: $69

Retirement plan sponsors have more choices than ever when it comes to structuring a 401(k) plan. This presentation will compare single employer plans, Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs), highlighting the key differences in administration, fiduciary responsibilities, flexibility and plan design. We’ll also discuss important considerations when evaluating each structure, along with tax credits and incentives available to employers establishing a new retirement plan.

Federal Tax Update & Detailed Review of the OBBBA

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Online

2.00 Credits

Member Price: $69

This session will address the comprehensive tax legislation that the OBBBA enacted in 2025. It will cover the background of the TCJA leading up to the OBBBA and many TCJA provisions included in the OBBBA, as well as numerous other items contained in the bill. The session will cover key individual and business provisions in the OBBBA and highlight the changes being made, effective dates of each provision and some observations and planning points. The latest IRS guidance on the OBBBA released in 2026 also will be discussed and how these provisions should be reported on tax returns. This session will assist CPAs in working with their clients and prospects on this historic tax legislation. This session will also address other federal tax developments unveiled by the IRS in 2026 and cover recently decided tax cases that tax professionals should be familiar with.

Turning Employee Voices Into Actionable Results: The Power of Stay Conversations

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Online

2.00 Credits

Member Price: $69

This interactive session will explore the power of actively engaging employees through meaningful feedback conversations. Learn how to ask the right questions, listen with intent and transform employee voices into actionable strategies that drive higher engagement, stronger retention and increased trust across the organization. Through real-world examples, practical exercises and group discussions, you will: Discover the benefits of regular feedback and stay conversations for both employees and leaders. Learn best practices for asking questions that elicit honest, actionable insights. Explore techniques for analyzing feedback and turning it into tangible workplace improvements. Build skills to follow up and close the loop, ensuring employees feel heard, valued and motivated. Leave with concrete tools and strategies to create a culture where feedback drives action, engagement flourishes and employees choose to stay.

Ransomware, AI & the Cost of Doing Nothing: A Cyber Risk Masterclass for Finance Leaders

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Online

2.00 Credits

Member Price: $69

This session will consist of 7 different smaller topics: 1. The New Economics of Cyber Risk Why cyber risk has become a financial problem, not a technical one. 2. Modern Cyber Threats in 2026 A clear, non-technical overview of today's attack landscape. 3. AI for Good: How Finance Teams Can Use AI Securely Not hype, practical, safe AI usage for finance professionals. 4. How Much Cybersecurity Should Cost A financial professional's friendly budgeting framework. 5. Risk Appetite: How Much Risk Are You Willing to Accept? A guided exercise for attendees 6. Incident Response: What Happens When You're Hit A walk through of a real-world ransomware scenario. 7. Practical Takeaways & Tools End with actionable value.

Leader(s):

Leader Bios

James Brandenburg, Director of Taxation, Sikich

Jim Brandenburg, CPA, MST, is a director with extensive experience and knowledge in corporate and partnership tax law, mergers and acquisitions, and tax legislation. His expertise includes working with owners of closely held businesses to identify tax planning opportunities and assist them in implementing these strategies. Jim assists clients in areas such as: • Tax planning and reporting for manufacturers, distributors and contractors • International tax consulting and compliance • Alternative Minimum Tax (AMT) planning • LIFO inventory planning, analysis and implementation • Interest charge DISCs planning, analysis and reporting • Tax controversies including IRS and state tax notices and audits • Foreign bank and investment account reporting and compliance • Health care surtax on net investment income planning, analysis and reporting

SERVICE AREAS • Tax Planning • Construction Services • Manufacturing and Distribution Services • Automotive Dealership Services • Health Care Services • Research Tax Credit Analysis and Planning

AFFILIATIONS • American Institute of Certified Public Accountants • Wisconsin Institute of Certified Public Accountants Member, Past Committee Chair, Federal Tax Committee

EDUCATION • Bachelor’s Degree in Business Administration - Accounting, University of Wisconsin – Madison • Master’s Degree in Taxation, University of Wisconsin – Milwaukee

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Jason Glisczynski, Managing Partner, Silvertree, LLC.

Jason Glisczynski, CPWA®, CFP®, is the Co-Founder and Managing Partner of Silvertree, a private wealth advisory firm focused on delivering clarity, confidence, and tax-efficient strategies to executives and business owners in manufacturing. With over two decades of experience across financial planning, tax mitigation, and strategic advisory, Jason specializes in helping senior financial leaders—particularly in manufacturing and professional services—solve complex challenges that go beyond the numbers. A Certified Private Wealth Advisor® and CERTIFIED FINANCIAL PLANNER™, Jason brings a systems-oriented approach to scaling operations, managing team capacity, and improving profitability within finance departments and advisory teams. He is a recognized speaker for WICPA and a frequent contributor to thought leadership publications on leadership burnout, tax strategy, and organizational efficiency. Jason also serves on multiple nonprofit finance committees and draws from his own experience as a high-net-worth individual and business owner to offer actionable insight. His mission is simple: to help professionals move from overworked and reactive to empowered and strategic—without sacrificing wellbeing, growth, or integrity.

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Shelly Dretzka, Owner, AHRrow

After 25 years on the “inside” of HR—navigating everything from high-stakes employee relations to building performance cultures—I took the leap during the pandemic to launch aHRrow, a people-first HR consulting firm for small businesses with less than 100 employees. Bringing multiple decades of HR experience, positivity, and energy, I partner with leaders who are ready to grow, delegate, or simply step away from daily HR headaches. At aHRrow, we specialize in streamlining all things HR, from resolving employee conflicts and shaping talent strategies to building practical, results-driven performance frameworks. Our collaborative and proactive approach ensures your company’s culture, priorities, compliance and budget stay at the forefront—so your HR works for you, not the other way around. In the free time I’ve created for myself through entrepreneurial spirit and an empty nest, I enjoy spending time with my husband, two adult sons, daughter-in-law, and friends— usually outdoors at our cabin in Black River Falls, fishing, kayaking, UTVing, or out on the golf course working on my consistently inconsistent game.

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Non-Member Price $549.00

Member Price $399.00