WICPA CPE & Special Event Catalog
Business & Industry Spring Conference
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Brookfield
7.70 Credits
Member Price: $329
Your Source For Key Updates & Insights on Timely Issues Attend this year's Business & Industry Spring Conference to hear from prominent leaders and experts about the latest updates and insights on the post-pandemic normalization of economic and market trends, navigating business exits, the underutilized capabilities of Excel, employment law changes, practical AI tools for decision-makers, GAAP alternatives, best practices for cash management, the power of culture in the workplace, ethical conflict resolution, and more. Audience CPAs, CEOs, CFOs, controllers, directors, managers, HR professionals and accounting staff will benefit greatly by attending. Overnight Accommodations A block of rooms has been reserved at the Hilton Garden Inn in Brookfield (next to the Brookfield Conference Center) for the night of Monday, March 23, with a room rate of $136 (plus tax). To reserve a room in the block, please book online at bit.ly/2026-BISC by March 1. Online Option For those unable to attend the conference in person, another option is available! This year's Business & Industry Spring 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. Registration Changes We are excited 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 the CPE Requirements & FAQs page.
Business & Industry Spring Conference Livestream
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Online
7.70 Credits
Member Price: $329
Your Source For Key Updates & Insights on Timely Issues Attend this year's Business & Industry Spring Conference to hear from prominent leaders and experts about the latest updates and insights on the post-pandemic normalization of economic and market trends, navigating business exits, the underutilized capabilities of Excel, employment law changes, practical AI tools for decision-makers, GAAP alternatives, best practices for cash management, the power of culture in the workplace, ethical conflict resolution, and more. Audience CPAs, CEOs, CFOs, controllers, directors, managers, HR professionals and accounting staff will benefit greatly by attending. In-Person Option For those looking to attend the conference in-person, including the choice for breakout sessions, this year's Business & Industry Spring Conference will be held at the Brookfield Conference Center. The registration page and more details for attending in person is available here. Registration Changes We are excited 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 the CPE Requirements & FAQs page.
Bowling Night
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New Berlin
0.00 Credits
Member Price: $45
Whether you come to have fun or to be competitive, you're sure to enjoy making new connections and reconnecting with other accounting and business professionals at this year's Bowling Night! You can sign up to bowl by yourself or as a group of up to four! Consider forming a team with co-workers or other professional connections for a fun opportunity to build camaraderie in a more casual atmosphere. Registration is $45 per bowler ($160 per four-person team). Registration Includes: 3 Games of Bowling Shoe Rental Food & Beverages Event Awards & Prizes*: $250+ in Team Awards & Prizes $100+ in Individual Prizes Bowling Gift Card Package Don't have a full team? No problem! We can pair registrations of 1 - 3 bowlers with others to create a full team for increased networking! *Attendee must be present when awards and prizes are announced to receive an award or prize.
Member Recognition Banquet & Annual Business Meeting
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Brookfield
0.00 Credits
Celebrating milestones, accomplishments, new leadership and excellence Join us for our signature membership event of the year to celebrate membership, accomplishments, new leadership and excellence for the accounting profession. Agenda 5:00 p.m. Networking Reception 6:00 p.m. Dinner 7:00 p.m. Program Annual update from WICPA leadership Recognition of longevity members Presentation of the 2026 Excellence Awards Election of the 2026-2027 Board of Directors nominees 8:30 p.m. Dessert & Coffee Bar Overnight Accommodations A block of rooms has been reserved at the Hilton Garden Inn in Brookfield (next to the Brookfield Conference Center) for the night of Friday, May 8 for $136 plus tax. To reserve a room in the block, please book online here or call 262-330-0800 and mention you're attending the WICPA event by April 16.
Multistate Tax Trends: Interstate Insights & Regional Perspectives
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Online
4.00 Credits
Member Price: $229
Navigating cross-border business and the resulting tax impacts has never been more complex. Clarify the latest developments for the Midwest with this curated event developed by Midwest state CPA societies. Hear from a panel of tax experts from Indiana, Iowa, Illinois, Michigan, Minnesota, Nebraska, North Dakota and Wisconsin about the latest tax developments impacting multistate taxation. Speakers will walk through what's happening in each state and how those trends impact multistate taxation in the Midwest region. Examine the latest legislative updates and how they'll impact your short-term next steps and long-term planning strategies. This event was developed in partnership with the Indiana, Iowa, Illinois, Michigan, Minnesota, Nebraska, North Dakota and Wisconsin state CPA societies.
Internal & External Fraud: Understanding It & Working to Control It 25-26
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Online
8.00 Credits
Member Price: $329
Regardless of size, all organizations must be aware of the risks associated with intentionally fraudulent acts. Fraud can be executed from within an organization, by external parties, or both. Therefore, a primary method to thwart fraud is understanding how and why it occurs. First, understand why internal and external intentional defalcations take place. Discuss the difficulty in understanding the motives driving those who undertake fraud. Finally, review measures organizations can implement to stop fraud and add security to the enterprise.
Auditing Standards: A Comprehensive Review 25-26
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Online
16.00 Credits
Member Price: $589
From understanding fraud requirements to improving risk assessment procedures and from testing to meeting auditing standards, discover ways to audit more effectively and efficiently. Engage in discussions that cover reducing risk and effective planning, research and documentation. Review various case studies, real-life examples and sample documentation will reinforce ideas. This course meets the specific California Board of Accountancy requirements that CPAs are required to meet for re-issuance of their license.
The Controllership Series: The Controllers Role in Internal Controls
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Online
1.50 Credits
Member Price: $59
This course in part of our series on the Controllership Role. Internal control is relevant to everyone in the workplace. It represents our moral responsibility to understand and comply with organization policies and procedures. It also provides the means to hold individuals accountable for their work. The controller is an impactful position that affects a company's processes including financial, compliance and operational. Controller functions vary across companies often following the size and complexity of the business and the industry. Smaller companies require more versatility for the controller Larger companies are more able to segregate job responsibilities across other employees. The controller should be knowledgeable of the various controls to create a control system that will appropriately safeguard company assets and processes. Internal controls are typically comprised of control activities such as authorization, documentation, reconciliation, security and segregation of duties.
SAS 145: Modern Risk-Based Auditing
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Online
2.00 Credits
Member Price: $79
This program provides in-depth coverage of SAS 145, a major standard that helps auditors enhance risk assessment procedures through improved techniques for identifying and assessing risks of material misstatement. This session is essential for CPAs that perform audits. The discussion will also be insightful for auditees and other professionals who want to maintain awareness of current auditing guidance.
Accounting for & Auditing Cryptocurrency & Digital Assets
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Online
2.00 Credits
Member Price: $89
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks and challenges evolving in this area. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics in the World of AI: An Accountant's Guide to Managing the Risks
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Online
2.00 Credits
Member Price: $125
In this webcast we will discuss the current uses of AI in business, nine risk areas and the provide practical suggestions to address these risks effectively.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's The Accounting Leaders' Survival Guide: Strategies for Managing Organizational Change
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Online
2.00 Credits
Member Price: $99
Our country and our accounting methods have undergone huge changes in the previous few years, most of it challenging. Individuals and entire businesses have been left reeling by new tax regulations, doing more with less and employment restructuring. Organizations must adjust quickly; notwithstanding how painful these changes have been. This course instructs accounting managers on how to deal with change and stress in the workplace. Before it affects them in a negative way, the accounting professional will learn how to best manage the changing work environment and the stress that comes with it. "The first wealth is health," remarked Ralph Waldo Emerson, but for many of us, stressful jobs are putting our health at jeopardy.
Al Capone to Cybercrime: The Journey of IRS Special Agents
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Online
4.00 Credits
Member Price: $149
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes and trained and mentored other special agents. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Annual Update for Controllers & Finance Managers: Driving Business Value
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Online
7.00 Credits
Member Price: $320
CFOs, controllers and finance managers often play a key role in driving value within an organization. Explore best practices tailored to help enhance your impact.
S Corporations: Comprehensive walk through of Form 1120S
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Online
8.00 Credits
Member Price: $239
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income and accurately reporting and allocating income, deductions and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3 and effectively connected income will be reviewed in this course as well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Annual Accounting & Auditing Update
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Online
8.00 Credits
Member Price: $299
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years, including the 16 SASs effective since 2021 and beyond. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. On the financial front, the course covers the 9 ASUs issued in 2023, including ASUs covering crypto assets and leases for common control entities. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
Business Partnerships: Managing Supplier Relationships
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Online
1.00 Credits
Member Price: $55
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ChatGPT & IRS Taxation Law Research
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Online
2.00 Credits
Member Price: $89
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2025 Annual Update for Accountants & Auditors
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Online
8.00 Credits
Member Price: $239
This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We'll then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. We'll also review year 2 considerations for leases including modification accounting. Then we will switch gears, switching to the audit side of the house. We'll review the impact of the changes to auditing group audits as well as the status of the AICPA's quality management project management. This course will keep auditors up to date on the work of the ASB. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Ethics Hour: Dealing With Conflicts of Interest: Members in Business & Industry, featuring Don Minges
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Online
1.00 Credits
Member Price: $39
Often a simple situation may seem innocent, but it can lead to large complications quickly. Conflicts of interest are unavoidable and occur frequently for CPAs in business and industry. What will you do when they happen? Will you take the necessary steps to remain ethical and to protect your license? We will show you how in detail. You and I have a responsibility to our organizations and to the public to be ethical. If you do not follow the prescribed steps, as detailed in the Code of Professional Conduct, there will be problems. Do not forget your duty to the public.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
