WICPA CPE & Special Event Catalog
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.
Quality Management: A Practical Approach
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Waukesha
8.00 Credits
Member Price: $379
Beginning in 2025, the AICPA Quality Management (QM) Standards ushered in a host of new requirements. 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. Hear what past participants are saying: "Implementation of QM has been difficult, and after attending this course, I now have an idea of what the end product should be." "This course helped me put a structured, real-life plan in place." "The interactive nature of the program was great! Really got everyone thinking on how to apply the new quality standards to their own practice." "The best class of the year. There were so many hands-on exercises, it was outstanding." *Also register for Day 2: The Next Steps here. 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.
Quality Management: The Next Steps
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Waukesha
8.00 Credits
Member Price: $379
The AICPA’s Quality Management (QM) standards represent a fundamental shift from checklist based quality control to a risk based, integrated system that must be designed, operated, monitored and evaluated on an ongoing basis. Now that many firms have moved past initial implementation, the most common challenge is not design documentation, it is demonstrating and ensuring that the system actually works. Quality Management: The Next Steps builds on the foundations of last year’s Quality Management: A Practical Approach course. The course shifts the emphasis from QM design documentation to considering whether a firm’s system is actually working by addressing mandatory annual monitoring and evaluation of effectiveness requirements. Drawing on real world experience, case studies and peer review insights, this course helps participants consider whether their firm’s QM system is functioning as intended, start the process of monitoring the system and develop support for leadership’s required annual conclusion on system effectiveness. Learning Objectives Discuss where QM system breakdowns most often occur Develop a plan to perform and document monitoring of the firm’s system as a whole Understand how monitoring and remediation serve as the feedback loop of a QM system Distinguish between documented policies and evidence of operational effectiveness Evaluate findings, determine root causes and develop remedial actions Understand how monitoring supports leadership’s required annual conclusion on the effectiveness of the firm’s QM system Course Content Highlights QM Refresher (Brief): Where firms are now and why “implementation” is not the finish line Peer Review Insights: Common breakdowns firms experience after implementation Risk Based Monitoring Design: What to monitor, how often and why Findings, Deficiencies, and Root Cause: Making sense of results and avoiding surface fixes Annual Evaluation: Using monitoring evidence to support leadership’s conclusion Target Audience The course is aimed at firms that have designed and implemented a system of quality management and are now focused on evaluation and monitoring of their QM systems. This includes managing partners, quality control leaders, audit and accounting partners and managers, peer reviewers and professionals responsible for monitoring or remediation. Why This Course Matters As firms transition from system design to execution, regulators and peer reviewers are increasingly focused on whether QM systems operate effectively, not just whether they exist. Therefore, the key question for firms becomes not “Do we have a system?” but “Can we demonstrate that it works?” This course helps firms develop the monitoring and documentation needed to clearly explain how their QM systems address risk, and to support the annual partner conclusion required under the standards with meaningful, defensible evidence. *Register for Day 1: Quality Management: A Practical Approach here. 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.
Cybersecurity Risk Management for Financial Professionals: Policies, Controls & Emerging Threats
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Online
2.00 Credits
Member Price: $119
This course focuses on implementing cybersecurity policies, controls, and risk management strategies tailored to financial environments. It emphasizes practical applications to mitigate threats and highlights global compliance standards, particularly their relevance and applicability to U.S. organizations.
Assessing the Real Ethics of an Organization? featuring Joe Oringel, MBA, CPA, CIA & Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
Every organization claims to be ethical, but words & deeds do not always jibe. How do you assess the real Ethics of an organization? What are the key factors & behaviors to be aware of? Many organizations lack prescriptive policies, but is that an excuse to deviate From the spirit of doing the right thing? How can professionals abuse 'what is right' & circumvent policies for their personal benefit. What are some egregious examples of violating policies? How allowing exceptions invites abuse. This seminar outlines steps to gauge the ethics of an organization.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Ethics, AI & Music: What Every CPA Must Know
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Online
1.00 Credits
Member Price: $55
You may be surprised to learn how artificial intelligence is transforming the music you love. For example, what happens when AI creates songs based on other people's work without credit or payment? How should musicians disclose the role of AI in their recordings? The challenges that AI poses for music, such as threats to intellectual property, confidentiality, fairness and professional reputations, are also front and center in accounting. This one-hour ethics course invites you to explore one of your favorite subjects outside of work. You'll discover how the five principles of ethical intelligence can help you listen to music in ways you never considered before. You'll also see how these same principles guide you in making the best decisions in your accounting practice. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
K2’s Data Security And Privacy Issues And Solutions
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Online
2.00 Credits
Member Price: $89
Data security & privacy issues persist as a significant concern for businesses of all sizes. No matter where you look, the numbers are bad: really bad! But that doesn't mean you can't take steps to reduce these risks. In this session, you will learn about the key security & privacy risks facing businesses today & the steps you can take to mitigate these risks. This session begins with a review of how cybercriminals target businesses of all sizes & the associated costs of these attacks. From there, you will progress to discussions of practical tools, policies & other solutions that can be used to mitigate cybersecurity risks to prudently acceptable levels. This is a "must-see" session for all concerned about data security & how to mitigate threats to sensitive & confidential data.
The Preparation of Form 709: Line-by-Line
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Online
2.00 Credits
Member Price: $89
Gift taxation is a critical component of estate planning & Form 709 serves as the key reporting tool. This course provides a comprehensive line-by-line guide to preparing Form 709, ensuring accuracy & compliance. Participants will learn how to determine taxable gifts, apply exclusions & utilize available deductions. Special attention will be given to valuation techniques, gift-splitting & generation-skipping transfer tax (GSTT) considerations. Additionally, this course will examine any new legislative changes From the current administration & how they may impact gift tax planning & reporting. 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 kori.herrera@acpen.com
Becoming a Fractional CFO: What to Do & How?
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Online
2.00 Credits
Member Price: $89
Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry - be prepared for this as a possibility. Many fractional CFOs do not execute their practice as they could and that is why they are not very successful. This discussion includes over fifty (50) recommendations to strengthen your fractional CFO practice. What do clients typically need? Are you better as a solo practitioner or should you join a firm? How to manage the relationship(s)? Every effective organizations make plans and if you want a winning fractional CFO business, come join us and learn how. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Drive Results With Metrics
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Online
2.00 Credits
Member Price: $89
Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past. Using performance metrics effectively reduces work, reduces politics, provides flexibility & substantially improves the performance management process. This session will show you powerful techniques to drive your organization's performance.
What's Behind the Data?
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Online
2.00 Credits
Member Price: $89
We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans and Hans Rosling. 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 Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
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Online
3.00 Credits
Member Price: $149
Buying and selling a business can be a complex transaction with many tax issues. These issues include whether the transaction is or should be a stock or an asset sale when the business involved is a corporation, as well as the tax consequences associated with the sale of a partnership or a C or S corporation. Accounting and finance professionals who advise clients who are buying or selling a business primarily focus on the tax issues that apply. This program explains and analyzes the tax issues practitioners must address in order to properly advise clients who are either buyers or sellers of businesses.
Surgent's Guide & Update to Compilations, Reviews & Preparations
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Online
4.00 Credits
Member Price: $159
Specifically designed for preparation, compilation and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-27 by the AICPA's Accounting and Review Services Committee (ARSC). The course also reviews recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation and review engagements.
Operations Level Internal Control
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Online
4.00 Credits
Member Price: $149
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Reviewing S Corporation Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $139
Training your reviewer's eye. The complexity of S corporation tax law presents a formidable challenge to tax practitioners for accurate compliance and reporting of S corporation activities. The course identifies the common errors practitioners make on S corporation tax returns that review staff should spot. Four returns for you to review Learners can fine-tune their reviewing skills by examining case studies of sample tax returns that may warrant additional information from the client and areas of tax law where proper treatment requires additional analysis and information. Issues discussed include: Income and deductions Schedule K-1 reporting requirements Schedule K-2 and K-3 reporting requirements and the domestic filing exception The tax return in each case study contains errors or inaccuracies, giving learners the opportunity to apply their reviewing skills. Developed with H.R. 1, commonly referred to as OBBBA, in mind, these case studies reflect the realities of reviewing S corporation returns today.
Financial Statement Presentation, Disclosure & Analysis
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Online
8.00 Credits
Member Price: $239
This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also explore techniques that will allow participants to perform meaningful financial statement analysis and effectively communicate conclusions to decision-makers and other stakeholders. 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 Employer's Handbook: Legal, Tax & Health Care Issues
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Online
8.00 Credits
Member Price: $279
The employer-employee relationship strains both sides in uncertain times and businesses need CPAs, controllers and other advisors to provide understanding of the complex legal, tax and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.
Improve Spreadsheets by Building Controls in Excel
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Online
2.00 Credits
Member Price: $89
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes and maximize accuracy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Fundamentals of Form 1040: Business
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Online
4.00 Credits
Member Price: $149
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.