Friday Breakfast Programs Season Pass
Multiple Events Between -
(Check-In )
Up to 16.00 Credits
Member Price $499.00
Non-Member Price $649.00
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:
Limited Partner Exception to Self-Employment Taxes: Where Things Stand After a Half-Century of Fighting
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Online
2.00 Credits
Member Price: $69
Many entities treated as partnerships are now under attack. The IRS claims that they have incorrectly treated their owners as “limited partners,” thereby escaping self-employment taxes on their distributive shares. This session will analyze the root of the issue in 1977, relevant IRS and court rulings over the following decades, current Compliance Campaign, recent tax court decisions, pending cases with the U.S. Court of Appeals and what it all means for partner characterization in the future.
Trending Analysis: What Insights a Business Owner Can See by Looking at the Trends in Their Operating Results & Comparing to Industry Metrics
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Online
2.00 Credits
Member Price: $69
Looking at financials over a period of years can provide business owners with information to help them run their businesses more efficiently. Comparing company results with industry benchmarks can also give business owners information to improve their operating results and a direction on where to focus their attention.
Employment Law Update
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Online
2.00 Credits
Member Price: $69
Navigate the complex landscape of employment laws in 2026 with confidence. This session will highlight the most impactful developments from last year.
AI Won't Replace CPAs, but Stagnant Thinking Might
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Online
2.00 Credits
Member Price: $69
Artificial intelligence is changing how accounting work is performed, but the bigger challenge is how professionals adapt. This session will explore how CPAs can use AI strategically while strengthening the judgment, communication, adaptability and advisory skills technology cannot replace. You will leave with practical ways to remain relevant and increase the value you bring to clients and your organization.
Individual Income Tax Update
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Online
4.00 Credits
Member Price: $199
Join us for a fast-paced and lively session reviewing all that has happened in the past year and emphasizing practical preparation for the forthcoming tax season. We'll cover an array of general tax topics concerning individuals, including: New and prior legislation affecting the current filing year Planning tips Changes in forms, procedures and filing requirements Practical insights for the small tax practitioner so you leave prepared and motivated for the filing season ahead Note: Registration for this program includes a printed copy of the newest Master Tax Guide that will be mailed in approximately January to the home address we have on file at no additional cost. Please make sure your address is current in your My WICPA account before registering. In-Person Options For those looking to attend in person, this Individual Income Tax Update will also be held in Green Bay, Madison, Onalaska and Waukesha.
AI & Excel: Practice Examples to Realize the Value
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Online
2.00 Credits
Member Price: $69
AI tools are becoming more and more common in organizations. However, success depends on more than basic adoption metrics. What are the best practices organizations use to realize full value from the tools? This session will discuss how successful organizations are moving from adoption to sophisticated use and impact. Along the way, you will learn specific, practical ways AI and Excel can work together to save time, reduce errors and uncover insights without adding complexity. With real-world examples and easy-to-use tips, you will walk away ready to put these tools to work in your own practice.
Money, Mindset & Decision-Making: The Hidden Forces Behind Financial Behavior
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Online
2.00 Credits
Member Price: $69
Financial decisions are rarely driven by numbers alone. Emotions, beliefs, habits and past experiences often influence how people respond to money, even when they know what they should do. This session will help CPAs and finance professionals better understand financial behavior so they can communicate more effectively and guide more intentional decision-making.
Leader(s):
- Hale Sheppard, Attorney, Eversheds Sutherland
- Lisa Cribben, Partner, Hawkins Ash CPAs, LLP
- Michael Gregory, Senior Counsel, Husch Blackwell LLP
- Richard Krueger, Principal, National Assurance, CLA
- Sali Sheafor, Managing Member, TAP Consulting, LLC
- Sherron Permashwar, Founder, The Modern Savvy CPA, LLC
Leader Bios
Michael Gregory, Senior Counsel, Husch Blackwell LLP
Michael focuses on defending labor and employment matters, with an emphasis on discrimination and Title VII issues. He handles all phases of litigation and discovery—all the way through trial when necessary—representing clients in both federal and state courts as well as before administrative or governmental agencies. In addition to discrimination cases, Michael also handles matters involving harassment, retaliation, the Fair Labor Standards Act (FLSA), the Americans with Disabilities Act (ADA), and wage and hour violations. Alongside litigation, he devotes a significant portion of his practice to advising on compliance and preventative strategies, helping companies address workplace issues before they become disputes.
Michael particularly values the advisory side of his work. He enjoys working directly with clients, building relationships over time, and learning their businesses so well that he can readily anticipate and help prevent potential problems. Michael is committed to a team approach, working alongside clients to achieve practical solutions.
Prior to joining Husch Blackwell, Michael devoted the first decade of his career to government service, supporting the Offices of the General Counsel at the Social Security Administration and later the Environmental Protection Agency. His roles focused on labor and employment litigation for both agencies, as well as administrative hearings related to Social Security benefits—an experience that gave him insight into both sides of disputes, helping him approach cases with empathy and a focus on resolution. Michael has significant experience advocating for clients at trial, before administrative and governmental agencies, and on appeal, and he has first-chaired trials and arbitration hearings involving discipline, discrimination, retaliation, leave, wage, and other labor matters arising from disputes under collective bargaining agreements. His time with the government also gave him a firsthand perspective on the in-house work of advising organizational leaders and working closely with management at all levels.
Michael is known for his calm under pressure, his ability to adapt quickly when matters take an unexpected turn, and his extraordinary preparation: he knows that trials often turn on minor details. Most of all, clients appreciate that he makes the legal process approachable and straightforward. Michael understands that litigation is stressful and often unfamiliar, and he meets clients where they are, ensuring they feel at ease. By creating a comfortable environment, he helps clients and witnesses participate confidently and effectively, ensuring they are as helpful as possible to the case.
Richard Krueger, Principal, National Assurance, CLA
Overview Rick serves as CLA’s Managing Principal of Transformation, where he leads the firm’s enterprise-wide strategy to evolve how services are delivered. His work focuses on aligning people, processes, and technology to create valuable and innovative client experiences, all anchored in our promise to know and help our clients. By advancing AI adoption, workflow automation, digital platforms, data strategy, and operational excellence, CLA ensures these capabilities translate into value for our clients including personalized insights, fast and transparent delivery, and a consistent and proactive experience for clients. With a background in assurance and consulting, Rick brings a practical, service-driven perspective to transformation.
Education Bachelor of Business Administration, Accounting, University of Wisconsin Whitewater
In the community Board Member at CLA Foundation
Sherron Permashwar, Founder, The Modern Savvy CPA, LLC
Sherron Permashwar, CPA, PFS, is a Wealth Strategist, Financial Mindset Speaker, and founder of The Modern Savvy CPA, LLC. As a Certified Public Accountant and Personal Financial Specialist with nearly three decades of experience, she brings technical financial expertise together with practical, real-life strategy.
Sherron is known for translating complex financial concepts into clear and relatable guidance that audiences can apply. Her work goes beyond the numbers to explore the mindset, behaviors, communication skills, and relationships that influence financial decisions and long-term outcomes.
Through engaging storytelling and practical tools, she helps individuals and professionals move from overwhelm to clarity, from reactive decisions to intentional action, and from traditional number-focused roles to greater strategic influence. She has presented for professional and leadership audiences, including AICPA and CIMA events.
Non-Member Price $649.00
Member Price $499.00