WICPA CPE & Special Event Catalog
Business & Industry Spring Conference
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Brookfield
7.70 Credits
Member Price: $379
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: $379
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.
Key Tax Issues for Individual Taxpayers
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Online
2.00 Credits
Member Price: $79
This course addresses the most recent legislative developments impacting individual taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns. **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 and submit to kori.herrera@acpen.com.
The Preparation of Forms 706 & 709: Understanding the Law
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Online
3.00 Credits
Member Price: $99
A solid understanding of the laws governing estate and gift taxation is essential for tax professionals handling Forms 706 and 709. This course provides an in-depth analysis of the legal framework surrounding estate and gift taxes, including key regulations, IRS guidance and court rulings. Participants will explore how estate and gift tax rules interact, learn strategies for minimizing tax liabilities and gain insight into compliance challenges. The course will also provide a thorough review of any new legislative changes introduced by the current administration and their implications for estate and gift tax planning. *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 and submit to kori.herrera@acpen.com
Current Fraud Trends: Nonprofit & Government Entities
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Online
2.00 Credits
Member Price: $79
Nonprofit entities and governmental entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes.
Tax Practice Standards
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Online
2.00 Credits
Member Price: $79
Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC) and common law. Also included will be case studies illustrating dilemmas faced by tax practitioners. **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 and submit to kori.herrera@acpen.comNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
The Preparation of Form 706: Line-by-Line
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Online
3.00 Credits
Member Price: $99
Preparing Form 706 requires a detailed understanding of estate taxation, valuation rules and compliance requirements. This course provides a step-by-step breakdown of Form 706, helping tax professionals accurately report estate taxes while ensuring compliance with IRS regulations. Participants will explore key components, including gross estate calculations, deductions, tax computation and portability elections. With real-world examples and practical guidance, attendees will gain confidence in preparing Form 706, even in complex scenarios. This course will also cover any recent legislative changes introduced by the new administration and their impact on estate tax planning and compliance. *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 and submit to kori.herrera@acpen.com
Corporate Ethics Cases: Discuss Real Life Conflicts
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Online
4.00 Credits
Member Price: $129
If you have ever had someone just read you the rules in an ethics class, you know there is a better way. Cases in Corporate Ethics reviews 8 real life cases and puts you in the position of someone in the middle of it all. You'll learn about conflicts that corporate financial professionals often encounter, you'll gain skills for dealing with a boss who is behaving badly and find out where to go for help. Once you have studied ethics using real world cases, you'll never want to do it any other way.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
How to Get a Better Return on Yellow Book & Single Audits: Avoiding the Most Misapplied Audit Concepts
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Online
8.00 Credits
Member Price: $225
Yellow Book and Single Audit reporting entities have complex and unique financial statement audit, compliance and reporting issues. Deficiencies in these types of audit engagements are common. This course will reduce the likelihood of noncompliance with relevant professional and regulatory auditing and reporting standards.
New PCAOB Quality Control Standard Overview
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Online
2.00 Credits
Member Price: $79
Due to advances in technology, use of outside resources and more, PCAOB released a new integrated, risk-based standard focused on accountability and continuous improvement for all PCAOB-registered firms. This course will provide an overview of the significant elements and foundational principles of this new standard.
Key Tax Issues for Business Taxpayers
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Online
2.00 Credits
Member Price: $79
This course will address the most recent tax legislation, IRS guidance and developments occurring in 2024-25 that will impact business taxpayers. Designed to prepare the practitioner for the upcoming filing season, this course will provide useful strategies to assist in the tax preparation process. **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 and submit to kori.herrera@acpen.com.
Getting On Top of It All: How to Work Smarter, Not Harder: Part I
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Online
4.00 Credits
Member Price: $129
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do and how to get other people to do some of "your" work by building great relationships.
Like-Kind Exchanges
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Online
2.20 Credits
Member Price: $79
Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal "shelters" available to those buying and selling real property. We will be covering the basic structure of a LKE and ways a taxpayer can utilize qualified third party intermediaries (QI), tenancy-in-common structures including Delaware Statutory Trusts (DST). We will also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. **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 and submit to kori.herrera@acpen.com
Communicate Financial Concepts to Non-Accountants
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Online
2.00 Credits
Member Price: $79
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers and ordinary employees so they understand your message.
Annual Update on the 2024 Revised Uniform Guidance & Time & Effort Reporting
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Online
2.00 Credits
Member Price: $79
The Uniform Guidance (2 CFR 200) pertains to the management of Federal Financial Assistance for grants and cooperative agreements. The Biden Administration has performed a comprehensive update where the revised Uniform Guidance was released in April 2024. We will review all of the significant compliance and threshold changes. In addition, we will provide a brief presentation of the revised guidance as it pertains to Time and Effort reporting.
Leaders Eat Last. Why? 1 Hour Session
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Online
1.00 Credits
Member Price: $39
Trust is essential, because without trust, there can be no teamwork. Trust is like oxygen, when it is gone: we suffocate. This session provides a 15-step action plan to gain commitment from your team members, build trust, hold each person accountable and create results for your organization.
Group Audits: Who is Responsible for What?
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Online
2.00 Credits
Member Price: $79
Financial statement audits often involve audits of components of a larger entity. This course will focus on the responsibilities for both the group auditor and component auditor, including implementation of SAS No. 149 relate to group audits.
