Accounting & Auditing Conference

Accounting & Auditing Conference

Accounting & Auditing Conference



Attend this year's Accounting & Auditing Conference to hear from top national and local experts about the latest updates and insights on pressing issues involving next year's economy, recent developments in AI, GASB and FASB updates, employee retention credits, internal control, employee recruitment and company culture, the current state of ESG and more.


Accounting and financial professionals in public accounting, industry and government will benefit greatly by attending.


A block of rooms has been reserved at the Milwaukee Marriott West in Waukesha for the night of Wednesday, Nov. 8, with a room rate of $149 (plus tax). To reserve a room in the block, please book online by Oct. 9 using


For those unable to attend the conference in person, another option is available! This year’s Accounting & Audit Conference will be streamed live, including all of the general sessions and the most popular breakout session! The registration page and more details for attending via WICPA CPE Livestream is available here.


We are happy to provide the convenience of offering both in-person and livestream options for attending our conferences. However, if a registrant wishes to change from in-person to livestream attendance 14 days or less prior to a conference, the WICPA CPE Department must be contacted to make the change and a $25 fee will apply. For Cancellation Policy details, please see the registration form or visit

8.0 CPE Credits


Registration is open through 11/09. Register by 10/26 for Early Bird Pricing.

Member Price

$349 / $319 Early-Bird pricing ends on 10/26/2023. / $299 Super Early-Bird pricing ends on 10/12/2023.

Nonmember Price

$449 / $419 Early-Bird pricing ends on 10/26/2023. / $399 Super Early-Bird pricing ends on 10/12/2023.

Student Price


Thursday, November 9

8:00am to 4:40pm (Check-In 7:00am)

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W233N2080 Ridgeview Pkwy Ste 201
Waukesha, WI 53188

Map and Directions


Thursday, Nov 9th

7:00AM TO 8:00AM / General Session

8:00AM TO 8:10AM / General Session

Matthew Schaefer, Senior Vice President/Chief Credit Officer, Bank of Wisconsin Dells

8:10AM TO 9:10AM / General Session

Clare Zempel, Principal, Zempel Strategic

Will inflation soon slow enough to allow the Federal Reserve to reduce interest rates and shift toward ease? Or will inflation remain so high that the Fed will feel compelled to raise interest rates further? Is a "soft landing" possible or has a deep and extended recession become unavoidable? When will it become safe for businesses to focus on expansion rather than on protecting themselves from economic risks? Get answers to these and other questions about both short- and long-run prospects.

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9:25AM TO 10:15AM / Breakout Sessions

Karen Baum, Sustainability & ESG Services Leader, BDO USA, LLP

With ESG regularly in the headlines and U.S. and international regulations on the rise, it can be challenging to navigate the landscape and understand what is important and/or relevant to an organization. Attend this session for an overview of the ever-evolving ESG ecosystem and how it is impacting U.S. companies.

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Doug Lewis, The Visionary Group

Firms are bursting at the seams with work and not enough people. Hiring is going to get worse in the accounting profession and you need to focus on retaining the staff you have in place by taking progressive steps to begin increasing revenue with less clients. This session will provide actionable steps to help your firm understand how to expand your capacity, including strategies to implement offshoring and practical methods to begin or advance advisory services, as well as drill deep into value pricing and client culling/client upscaling with steps your firm can put in place.

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10:30AM TO 11:20AM / General Session

Gerry Boaz, Technical Manager, Tennessee Division of State Audit Comptroller of the Treasury

This session will highlight the most impactful GASB/FASB pronouncements you need to have on your radar.

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12:05PM TO 12:55PM / Breakout Sessions

Michael Fleming, Sales Tax & More

Sellers and their CPAs are concerned about the income tax implications of registering for sales tax. For many sellers in many states, income tax will not be a consideration when registering for sales tax. For some sellers in some states, income tax may be a consideration, and, in some instances, there may be income tax considerations even when there are no sales tax considerations.

Especially of interest to business owners and their legal advisors who guide them through the maze of tax changes for online sellers, this session will review the basics of sales tax nexus and income tax nexus, as well as describe the differences between the two and provide the knowledge to help navigate these complexities.

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Scott Hirschfeld, President, CTaccess, Inc.

OpenAI and ChatGPT have created a storm of speculation about what role AI will play in our lives. In this session, we will explore recent developments in AI, cut through the hype to understand AI better and discuss how AI can be used to automate business.

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1:05PM TO 1:55PM / General Session

Hale Sheppard, Chamberlain Hrdlicka

The Employee Retention Credit has all the elements necessary to ignite a major battle: a complex law, multiple sources of administrative guidance, rules with retroactive effect, delays and oversights caused by COVID, reports criticizing IRS errors, large numbers of eligible taxpayers, hucksters advertising questionable credit claims, open assessment periods, and repeated warnings by the IRS of serious civil and criminal enforcement. This session will explain the rules, common misconceptions, aggressive positions by taxpayers, attacks by the IRS, and main issues arising in audits, appeals and tax court litigation centered on employee retention credits.

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2:05PM TO 3:35PM / Breakout Sessions

George Heyman, Professor Emeritus of Accounting & Economics, Oakton Community College

Voltaire said that we should judge a man by the questions he asks. This session will include the importance of asking questions and listening for answers. We will discuss how internal control in both large and small companies can safeguard assets, provide reliable financial data and promote operational efficiencies. Then, we will discuss how fraud detection and prevention is an outcome of good internal control and good question asking.

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Melodi Bunting, Senior Manager, Wegner CPAs

Angela Wurtz, Recruiting Manager, Wegner CPAs

Attend this session for the latest insights pertaining to retaining and attracting talent, cost of recruitment, the status of the current labor market, including what is important to job seekers, and how employers can get comfortable with a remote workforce.

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3:50PM TO 4:40PM / General Session

George Heyman, Professor Emeritus of Accounting & Economics, Oakton Community College

In this practical guide to being ethical, this session will explore underlying principles that can lead to better ethical decisions for creating an ethical culture in the workplace.

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4:40PM TO 4:45PM / General Session


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