WICPA CPE & Special Event Catalog
Leading From The 50-Yard Line: Financial Strategy In A High-Stakes Industry
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Online
2.00 Credits
Member Price: $109
Small business, big visibility. Step inside the world of NFL finance through the eyes of four senior financial leaders from the NFC North: Laura Anderson (Chicago Bears), Allison Maki (Detroit Lions), Kate Shibilski (Minnesota Vikings) and Maureen Smith (Green Bay Packers). Explore how financial executives operate in organizations where "success" is measured on the field as much as it is by the numbers and gain insights on how collaboration is vital even when rivalries are heated. Hear personal and professional insights from their experiences as women and working parents in senior leadership roles and walk away with practical guidance on what it takes to be an effective leader in your organization.
Not-for-Profit Accounting Conference Livestream
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Online
8.50 Credits
Member Price: $319
Your Source for Key Updates & Insights on Timely Issues Stay informed, sharpen your skills and gain practical insights you can put to work right away at the 2026 Not-For-Profit Accounting Conference. Hear from leading experts on the issues shaping today’s nonprofit organizations, from accounting, auditing and tax updates to the economy and financial markets, AI and cybersecurity, investment policy, Form 990 reporting, fundraising, talent and more. Whether you’re navigating new technology, preparing for changing regulations, managing financial resources or helping guide your organization’s future, this conference delivers timely information and practical knowledge to help you make informed decisions and strengthen your organization. Who Should Attend CPAs, CEOs, CFOs, controllers, directors, managers, HR professionals and accounting staff will benefit greatly by attending this comprehensive day of professional development.
Business & Industry Fall Conference
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Brookfield
7.80 Credits
Member Price: $339
Your Source For Key Updates & Insights on Timely Issues Attend this year's Business & Industry Fall Conference to gain timely insights into the economic, tax and business issues shaping today's organizations. Hear from leading experts on the latest tax developments, AI and cybersecurity, business transactions and valuation, workforce talent strategies, leadership and emerging trends affecting finance and accounting professionals. You'll leave with practical strategies to strengthen your organization and prepare for what's ahead. 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 Wednesday, Sept. 23, with a room rate of $136 (plus tax). To reserve a room in the block, please book online by Sept. 1 or call 877-782-9444. Online Option For those unable to attend the conference in person, another option is available! This year's Business & Industry Fall 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.
Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Member Price: $89
Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich. Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively. This session will cover a wide variety of day-to-day cash management tools.
Preparing & Writing Findings in Yellow Book & Single Audits
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Online
4.00 Credits
Member Price: $199
Reporting findings under the Yellow Book and single audit standards comes with unique rules -- but mastering them is easier than you think. This course gives you the tools and techniques to prepare, write, and present findings that meet the GAO and OMB requirements while sparking meaningful improvements for your clients. You'll learn exactly what to report, how to report it, and where to report it so you can deliver results with clarity, compliance, and impact.
What If Your Client Didn't Take Reasonable Compensation
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Online
1.00 Credits
Member Price: $55
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2’s Office Scripts: The New Macros
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Online
2.00 Credits
Member Price: $89
Discover the power of Office Scripts, the game-changing feature that lets you automate tasks in Excel & other Office applications effortlessly. Unlike VBA, which is limited to Windows, Office Scripts run on any platform & device that supports Office on the web. With its modern & intuitive interface, you can easily create, edit & share your scripts, all stored securely in the Cloud. Office Scripts seamlessly integrate with Office Online apps & Power Automate, enabling you to streamline processes & boost productivity like never before. Say goodbye to repetitive tasks & hello to efficiency with Office Scripts in Excel & beyond!
Take Command of your Time
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Online
2.00 Credits
Member Price: $89
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Taxation of the Cannabis Industry
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Online
2.00 Credits
Member Price: $89
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements and market trends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Controls to Secure the Growing Digital Footprint
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Online
4.00 Credits
Member Price: $149
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they and their companies secure digital information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
101 Tax Planning Ideas 26-27
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Online
8.00 Credits
Member Price: $329
The need for individual tax planning has never been greater. After passage of the One Big Beautiful Bill (OBBB), exclusions from income, above-the-line deductions and credits will play a critical role in tax planning, but the changes to business, itemized and exemption deductions must also be considered. This course reviews the different types of planning and essential planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.
Financial Statement Analysis 26-27
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Online
8.00 Credits
Member Price: $329
Financial statements are the key to most business decisions. Often, the statements are presented as a key piece of information and often they are misunderstood. This program is an overview of financial statements, how data is presented and how to extract needed information that is relevant to business decisions. It will cover the format of the balance sheet, income statement, statement of cash flows and notes to the financial statements.
Understanding & Creating an Internal Control System 26-27
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Online
8.00 Credits
Member Price: $329
Successful organizations understand the importance of effective internal controls and develop a system to stay on the intended course. Those who design policies and procedures benefit by knowing why control measures are necessary. First, we'll examine critical concepts and the importance of strong internal control policies. Then, we'll look at why standards are needed and control creation methods. Finally, discuss strategies to implement policies and procedures.
Federal Tax Updates for Individuals
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Online
8.00 Credits
Member Price: $239
Tax developments have been in the forefront of the news and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications and the latest tax legislation. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Form 990: Best Practices for Accurate Preparation
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Online
8.00 Credits
Member Price: $319
Take an in-depth look at Form 990. Dive into the 12-parts of Form 990 and its 16 schedules with a line-by-line analysis that offers explanations and tips for accurate completion. Updated for changes in 1099-MISC and 1099-NEC reporting, the webcast shows participants the ins and outs of reporting on Form 990.
Surgent's A Complete Guide to the Yellow Book
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Online
8.00 Credits
Member Price: $279
A thorough understanding of the Yellow Book is essential for anyone working with governments and not-for-profits. This course provides comprehensive coverage of Yellow Book requirements while building confidence and proficiency in performing Yellow Book audits. The course uses a highly illustrative and engaging format, featuring more than 25 focused exercises designed to strengthen practical application and enhance working knowledge.
The Best Individual Income Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
Financial Accounting Standards: A Comprehensive Review 26-27
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Online
16.00 Credits
Member Price: $589
This two-day, interactive workshop reviews the hottest accounting topics and recent changes in areas such as private company accounting, revenue recognition, going concern and other specialized subjects. Refresh your research skills and practice using the Codification. Case studies and real-life examples will help attendees readily apply the information covered.
How to Audit Accounting Estimates
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Online
2.00 Credits
Member Price: $89
When auditing management's accounting estimates, increased professional skepticism is necessary as there is always the potential for bias in areas of increased subjectivity & complexity. This course will demonstrate procedures to test the process used by management to develop estimates, as well as walk through common examples of accounting estimates that are included in the financial statements. It includes the updated requirements in SAS 143. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Overcome Your Obstacles to Abundance
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Online
4.00 Credits
Member Price: $149
Getting rich requires many things. First, you need to know how to overcome previous limitations you may have had about making a lot of money. Second, you need to know & use the best financial strategies for becoming wealthy--including the latest investment & marketing strategies. And third, you need to be able to enjoy your lifestyle & look at what obstacles get in the way of you being rich & fully contented. By exploring the latest methods for achieving financial & personal success, you'll be able to make a lot more money & have a great time doing it.