WICPA CPE & Special Event Catalog
Deferred Compensation Planning for Management Retention & Business Owner Transition (Free to Members)
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Online
1.00 Credits
Get a practical look at deferred compensation planning as a strategic tool. This session will examine plan design options, tax considerations and common pitfalls, along with how deferred compensation arrangements can align executive incentives with long-term business goals.
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.
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.
Accounting & Auditing Conference
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Waukesha
8.50 Credits
Member Price: $329
Your Source For Key Updates & Insights On Timely Issues Attend this year's Accounting & Auditing Conference to gain timely insights into the issues shaping the accounting profession and the business environment. Hear from leading national and local experts on the economic and financial market outlook, the latest FASB developments, the growing impact of AI, technology risks, client advisory conversations and hot tax practice, procedure and ethics issues. You'll leave with practical strategies, fresh perspectives and actionable ideas to help you navigate change, strengthen your skills and deliver greater value to your clients and organization. Who Should Attend CPAs and accounting and financial professionals in public accounting, industry and government will benefit from this conference, which covers timely issues in accounting, auditing, tax, technology, financial markets and client advisory services. Overnight Accommodations A block of rooms has been reserved at the Wildwood Lodge in Pewaukee for the night of Monday, Nov. 9, with a room rate of $109 (plus tax) when reserved by Saturday, Oct. 10. To reserve a room in the block, please book by calling 262-506-2000 and mention you are attending the WICPA Accounting & Auditing Conference. Online Option For those unable to attend the conference in person, another option is available! This year's Accounting & Auditing Conference will be streamed live! The registration page and more details for attending via WICPA CPE Livestream is available here.
Tax Conference (Both Days)
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Brookfield
15.60 Credits
Member Price: $439
Your Source For Key Updates & Insights on Timely Issues Get ready for two action-packed days of insights, strategies and timely tax expertise at this year's Tax Conference. Hear from leading professionals as they break down the latest federal and Wisconsin tax developments, OBBBA changes, AI tools for tax practitioners, advance tax planning strategies, SALT and multistate issues, M & A considerations, trust taxation, capital cost recovery, 401(k) opportunities, wealth planning, tax practice and ethics and more. Walk away with practical knowledge, fresh ideas and strategies you can put to work immediately for your clients and your practice. Who Should Attend Tax professionals, practicing attorneys, corporate counsel and business and financial managers will greatly benefit by attending. Overnight Accommodations A block of rooms has been reserved at the Hilton Garden Inn in Brookfield (attached to the Brookfield Conference Center) for the evenings of Sunday, Nov. 15, and Monday, Nov. 16, with a room rate of $136 (plus tax) per night. To reserve a room in the block, please book online here by Oct. 25 or call 262-330-0800 and mention you are attending the WICPA Tax Conference. Online Option For those looking to attend online, this conference will also be offered via WICPA CPE Livestream. View livestream details >>
Quality Management: Bundle & Save
Multiple Events Between -
Up to 16.00 Credits
Member Price: $699
The AICPA Quality Management (QM) Standards have changed the way firms approach quality. To help your firm with QM implementation, the WICPA is offering two days of interactive seminars this fall. Attend both days and save $59 on your registration by purchasing the Quality Management Bundle. Day 1 - Quality Management: A Practical Approach The first half of this course is designed to discuss the process of implementing the QM Standards. During the second half, participants will work on their firm's QM implementation process, including identifying potential quality risks, assessing those risks, developing responses and meeting the new QM documentation standards. Day 2 - Quality Management: The Next Steps Building on the foundations of the Quality Management: A Practical Approach course, this course shifts the emphasis from QM design documentation to developing the monitoring and documentation needed to clearly explain how a firm's QM systems address risk and to support the annual partner conclusion required under the standards with meaningful, defensible evidence. Overnight Accommodations A block of rooms has been reserved at the at Milwaukee Marriott West in Waukesha for the night of Monday, October 19 and Tuesday, October 20, with a room rate of $169 - $219 (plus tax). To reserve a room in the block, please book online here by October 9 or call 262-574-0888 and mention you're attending the WICPA program. If you're interested in attending only one day, select your preferred event below and complete your registration there.
Auditing Digital Assets: Considerations for Valuation
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Online
1.00 Credits
Member Price: $49
Valuation remains one of the more complex areas when auditing entities that operate in the digital asset space. To support auditors in addressing these challenges, the AICPA provides targeted guidance to help navigate digital assets valuation. Based on the AICPA Practice Aid Accounting for and Auditing of Digital Assets, this webcast can help you identify relevant controls to test and potential procedures to perform specific to valuation. You'll discover: What procedures an auditor might consider when an entity measures its digital assets using prices on active markets, as well as when they measure digital assets that are thinly traded Key considerations for evaluating an entity's impairment analysis for indefinite-lived out-of-scope crypto intangible assets Audit considerations that might be relevant for an entity that recognizes realized gains and losses on sales of its digital assets
Executive Presence, Personal Brand: Structure Your Narrative
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Online
1.00 Credits
Member Price: $55
Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition and a concise executive biography. Participants will analyze how credibility is established through clarity, relevance and alignment with audience needs. The course emphasizes service-centered communication rather than self-promotion and provides structured guidance for refining professional messaging in leadership and client-facing contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Critical Thinking Skills: Prevent Mistakes Now
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Online
2.00 Credits
Member Price: $89
What were they thinking? Why do some people make horrible decisions that severely damage themselves & their organizations? It is tempting to assume that a poor choice must be due to a leader's incompetence, inexperience, bad character, or low intelligence: but such easily attributed factors generally aren't the true cause when leaders blunder. In such situations, many turn to finance & accounting professionals for evaluation, answers, remedies & solutions for improved decision-making.
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
Member Price: $89
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Hot Topics Audit & Attest Update: 2026
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Online
2.00 Credits
Member Price: $89
Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. 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 Excel Budgeting Ideas
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Online
2.00 Credits
Member Price: $99
Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.
S Corporation Essentials: Review & Update
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Online
4.00 Credits
Member Price: $149
This program addresses the critical issues & special opportunities facing S-corporations, with a focus on reporting shareholder basis & distributions. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to terri.storer@acpen.com
Forensic Accounting: When The Office Is A Crime Scene
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Online
4.00 Credits
Member Price: $149
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial and best practices in preserving electronic and paper evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Four Most Overlooked Business Risks: Preparing for the Future 26-27
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Online
8.00 Credits
Member Price: $329
We tend to focus on fighting today's fires without spending adequate time on bigger, more important risks inherent in today's inter-connected, competitive world. This seminar drills down into four commonly overlooked business risks, looking at how to anticipate, manage, mitigate or exploit them. We will discuss the professional obligations of the board and executive management to assess risks and the responsibility of internal and external auditors to evaluate the adequacy of these assessments.
Applying the Uniform Guidance in Your Single Audits
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Online
8.00 Credits
Member Price: $319
Performing efficient single audits. You will learn how to be more efficient and effective at planning and performing audits in accordance with the Uniform Guidance. Highlights include: Performing a compliance audit under the Uniform Guidance Auditee and auditor responsibilities Federal assistance and nonfederal entities' major programs Internal control over compliance Reporting your findings
LLC's & S Corporations: a Comparative Analysis
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Online
8.00 Credits
Member Price: $239
This course focuses on the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. Highlights of entity specific tax forms will be discussed, as well as accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning 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 Advanced Critical Tax Issues for Limited Liability Companies & Partnerships
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Online
8.00 Credits
Member Price: $279
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Individual Tax Update: OBBA & Recent Developments
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Online
2.00 Credits
Member Price: $89
A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Coping With the Growth of Online Fraud
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Online
4.00 Credits
Member Price: $149
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.