WICPA CPE & Special Event Catalog
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. Attire: Business/Cocktail
Financial Institutions Conference Livestream
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Online
8.10 Credits
Member Price: $369
Your Source For Key Updates & Insights On Timely Issues Attend this year’s Financial Institutions Conference to hear from local and national experts as they address important topics and issues affecting financial institutions, including economic changes, building the next generation of financial services with digital assets, rethinking credit union profitability, tax and accounting updates, reimagining ALCO agendas, the return of bank M&A, AI’s impact on banking operations, accountant liability issues and more. Audience CEOs, CFOs, presidents, vice presidents, controllers, directors, managers and other staff in roles affecting financial institutions will benefit greatly by attending. This conference will be held livestream only.
Kwong v. United States & Other Hot IRS Issues (Free to Members)
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Online
1.00 Credits
Kwong + Loper Bright = a new fight over IRS timing rules -- and a potential window for significant client relief.Learn how the U.S. Supreme Court's decision in Loper Bright opened the door for cases like Kwong. This session breaks down Kwong's IRC 7508A(d) disaster relief analysis and what it means for limitations computations, refund claim timing, and potential interest and penalty abatement.Practical takeaways include: How to find COVID period interest and penalty exposure on IRS transcripts When protective claims -- including Form 843 -- make sense, and how to execute them cleanly A streamlined checklist for implementation Key deadlines on the horizon -- and why they matter Other "hot" issues raised by Kwong that practitioners should be watching now
School District Audit Conference Livestream
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Online
7.20 Credits
Member Price: $379
Your Source For Key Updates & Insights On Timely Issues Attend this year's School District Audit Conference to hear directly from the source that sets the auditing standards and procedures for school district audits, as well as highly regarded experts covering important topics such as DPI reporting, beginner single audit basics, the latest GASB updates, legal matters impacting Wisconsin school districts, current issues in business ethics and more. Audience Beginner and advanced auditors of Wisconsin school districts, including partners, principals, shareholders, controllers, accounting and auditing staff, managers and other financial staff will all benefit greatly by attending. This conference will be held livestream only.
New CPA Banquet
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Brookfield
0.00 Credits
Celebrating the achievement of becoming a CPA One of the hallmark events of the year for Wisconsin accounting professionals, the New CPA Banquet is held to honor Wisconsin's newly licensed CPAs and celebrate their hard work, dedication and accomplishment of achieving the most prominent designation of the accounting profession. Join us for a night of celebration to: Recognize those who became a CPA in 2025 as they receive their official printed state of Wisconsin CPA certificate Hear from keynote speaker, Neil Keller, CPA, Principal at Sikich LLC and WICPA Board Chair Network with newly licensed CPAs and leaders in the accounting profession Enjoy dinner, drinks and casino-themed entertainment Agenda 5:30 p.m. Networking Reception 6:30 p.m. Dinner 7:30 p.m. Program 8:30 p.m. Networking & Entertainment 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, June 12, with a room rate of $136 (plus tax) by May 21st. To reserve a room in the block, please book online here or by calling 262-330-0800 and mentioning you're attending the WICPA event.
Retirement Plan Investment Seminar (Free)
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Brookfield
4.00 Credits
Join Spectrum Investment Advisors & WICPA for the 21st Annual Retirement Plan Investment Seminar.Earn four free continuing education credits in this half-day seminar designed for retirement plan professionals. Gain valuable insights into current retirement plan trends, stay ahead with an economic and financial markets review, and enhance your fiduciary oversight with prudent practices for plan committees. What You'll Learn Emerging Retirement Plan Trends – Stay informed on the latest developments Fiduciary Best Practices – Strengthen your oversight strategies Optimizing Retirement Outcomes – Industry trends and policy evolution Effective Committee Strategies – Improve governance and decision-making Market & Economic Outlook – Understand what’s ahead for investments Inspiration & Growth – Gain motivation from a world-class speaker
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.
Ethics in Communicating & Reporting
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Online
1.00 Credits
Member Price: $79
This course on ethics in communication and reporting covers essential topics to ensure integrity and professionalism in our interactions. We begin with the fundamentals of ethical communication, emphasizing the importance of honesty, transparency and respect. We then explore four must-have communication skills crucial for effective and ethical exchanges. The session also provides practical application steps on how to improve these ethical communication skills in daily practice. Finally, we discuss the problems associated with unethical behavior in reporting and communication, highlighting the potential consequences and the importance of maintaining ethical standards to build trust and credibility.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Revenue Recognition: Allocate the Transaction Price
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Online
1.80 Credits
Member Price: $59
The updated revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry.
IRAs: Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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Online
8.00 Credits
Member Price: $300
This comprehensive training is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The course will also discuss the basics of the health savings account (HSA) as well as any newly enacted tax legislation related to IRAs. **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
Partnership Preparation, Basis Calculations & Distributions: Form 1065 Schedule K & K-1 Analysis
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Online
8.00 Credits
Member Price: $300
This comprehensive training is designed to get the accountant up to speed quickly with partnership and limited liability company (LLC) formation and preparation issues as well as a complete understanding of calculating a partner and LLC member's basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1065 Schedule K and K-1 and how these items affect the partner/member's individual income tax return. **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
Why Auditors Fail To Detect Fraud
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Online
2.00 Credits
Member Price: $79
Prior to the original SAS No. 82 on Consideration of Fraud In A Financial Statement Audit (now codified as SAS No. 122, AU 240), the word fraud never appeared in a single SAS, nor was it described anywhere. SAS No. 82 stated that auditors failed to detect fraud for two reasons: 1) They did not know what it looked like and 2) They had not been trained to look for it. Although the SASs did not provide any guidance, auditors have always been responsible for the detection of anything that would cause a material misstatement of the financial statements whether caused by error or irregularities. (They would not even say the word fraud until it appeared in SAS No. 82) The standards were replete with guidance on the detection of an error but silent on how to detect irregularities. Now auditors are required to document in every financial statement audit their process of determining the risk of financial misstatement due to fraud. This presentation is designed to focus on frauds that were missed by the auditors and, in some cases, why it was missed. There will also be discussion as to what the auditor must do in order to improve their track record on detecting fraud. As reported on the Association of Certified Fraud Examiners Occupational Fraud 2022: A Report to the Nations, only 4% of frauds were initially discovered by the external auditor. It was reported that more frauds were discovered by accident, (5%) then was discovered by the external auditor.
Allison McLeod's Federal Tax Updates for Individuals: 4 Hour
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Online
4.00 Credits
Member Price: $129
A multitude of tax changes have are currently taking place, challenging tax practitioner to stay well-informed. This 4 hour program will cover tax developments specific to business, including new court decisions, recent IRS publications and the latest tax legislation that will impact individuals. 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. **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.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Online
8.00 Credits
Member Price: $245
This course equips practitioners with the knowledge to help clients navigate complex tax and financial challenges. Covering a range of difficult situations-such as divorce, bankruptcy and other personal and business matters-this course provides key tax insights and strategic planning considerations. Participants will gain practical strategies to support clients in making informed decisions while understanding the tax implications of these situations.
Ethical Leadership: Guiding Principles When Others Falter
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Online
2.00 Credits
Member Price: $79
This is a compelling course designed to strengthen the ethical foundations of experienced accountants in leadership roles. This course delves into the challenges and responsibilities of maintaining high ethical standards in complex and pressure-filled business environments. Participants will explore key concepts of ethical decision- making, the impact of leadership on organizational integrity and strategies for fostering an ethical culture even when external behaviors fall short of these standards. Through engaging lectures, dynamic discussions and real-world scenarios, this course equips leaders with the skills necessary to act as ethical pillars within their organizations, ensuring their actions influence positive change and uphold the highest standards of professional conduct.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
CFO Series: Execute Your Strategy: Turn Plans into Results
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Online
2.00 Credits
Member Price: $89
Organizations that execute a wise strategy succeed; others are executed in the market. Many organizations invest significant time in strategic planning but fall short when it comes to execution. According to McKinsey, most fail to properly execute their strategy. This session explores the critical transition from strategy to performance while challenging outdated planning models and myths. We often don't think of strategy in the same context of longer-term organizational projects, like ERP transitions or risk management. Why should you consider "killing" your current plan and building a new plan centered around financial performance? We'll dive into the reasons strategies fail, uncover the practical tools for bridging the planning-performance gap, and explore how strong financial integration enables strategy to succeed. We will review what works and what must be stopped immediately.
International Cross Border Transactions
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Online
2.20 Credits
Member Price: $79
Please join us for an introductory course in international cross border transactions. We will discuss typical situations in which a cross-border transaction arises and how a taxpayer can utilize the rules to potentially decrease an entities effective tax rate. Other issues, such as documentation and IRS audit risk will also be covered. These rules will be illustrated by a hypothetical US- Canada transaction. **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 leighanne.conroy@acpen.com.
Planning in an Uncertain World
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Online
2.00 Credits
Member Price: $79
We all make predictions in our personal and professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future. In the past few years, research into improving predictions has advanced. We will look at this research and current best practices in forecasting to help us prepare better budgets and projections.
Ask Me No Questions & I Will Tell You No Lies: The Art of Interviewing & Interrogation
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Online
3.00 Credits
Member Price: $99
When we verbally communicate with an individual, we must make a conscious decision as to whether we believe what we have heard. Little do we realize that we are not making a decision based on what we have heard; rather we make a subconscious decision based primarily on what we have seen, or how the body was behaving when the subject was speaking. We often walk away from a conversation with a gut feeling that the person was not telling the truth. That gut feeling is your subconscious. Yet we often have no idea as to why we have that feeling. This presentation is designed to provide the participant with the tools to identify those both verbal and nonverbal indicators that we all give off when we are under stress. Normally, telling the truth does not create stress. When we lie, we know that we are not supposed to and that creates stress and it will manifest itself in some manner and that is what a trained interviewer is looking to observe. When we observe indicators of deception, how do we deal with it? How do we get the subject to admit to a wrong-doing when it is not in their best interest to do so? That is one of the many things that will be addressed in this presentation. Whether you are a parent dealing with you kids; an employer dealing with employees or and investigation interviewing a suspect, this presentation will provide you with the tools to assist you in finding the truth.
Change Management: Your Leadership Role for Aligning Profits & Culture
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Online
2.00 Credits
Member Price: $79
This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating and leading through organizational change. This advanced program focuses on enhancing agility by providing the tools and techniques necessary to manage and adapt to rapid shifts in the accounting landscape. Participants will explore theoretical frameworks alongside practical strategies that support effective change management for diverse business environments.
