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.
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $89
By the nature of our work & training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights & ideas which will add to & reinforce what you may already be doing.
Corporate Finance Technology Selection: Practical Frameworks
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Online
1.00 Credits
Member Price: $55
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations and AI-enabled tools) can dramatically improve close speed, forecasting and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Navigating the Next AI Landscape: Generative AI: From Chatbots to AI Agents for Accounting Professionals
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Online
1.50 Credits
Member Price: $69
Generative AI is rapidly moving from answering questions to completing bounded workflows and for accounting and finance professionals the shift from chatbot to AI agent is no longer theoretical—it is an emerging reality with direct implications for productivity, work quality and risk. This course provides a clear, practical view of today's Gen AI landscape, explaining how chatbots work, what distinguishes a copilot, custom assistant and true agent and where each fits in a finance professional's day-to-day work.
Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Member Price: $89
Good people believe everyone else is just like them. They cannot imagine someone could con them or their company & have no guilt or remorse about what they have done. Lack of guilt & empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status & sex while leaving a path of shattered expectations, empty wallets & broken hearts in their wake. Learn how to recognize & deal with others who have no conscience.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Entertainment, Meals & Travel Expenses: Review & Update
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Online
2.00 Credits
Member Price: $89
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Audit Inventory
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Online
2.00 Credits
Member Price: $89
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform and also walk through how to conduct a physical inventory observation. 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 Enterprise Risk Management Concepts & Strategy for Small & Medium-Sized Companies
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Online
4.00 Credits
Member Price: $159
The past few years have taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In this session, we will explore how risks work in both for-profit and not-for-profit organizations and how they can develop a strategy to identify, evaluate and mitigate those risks. This program will not teach how to eliminate risks, but how to strategize how to reduce their total effect. We will liberally use case studies of both for-profit and not-for-profit companies to bridge the gap between concept and actual implementation. In each area we will explore what our experiences of the pandemic have taught us about this part of risk management.
Surgent's Tax Update for Client Advisory Services
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Online
4.00 Credits
Member Price: $159
Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with — information reporting, payroll tax issues and tax credit and deduction documentation. We will also discuss relevant changes to individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.
Surgent's You’ve Got This: An Introduction to Yellow Book & Single Audits
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Online
4.00 Credits
Member Price: $159
If you work with governments or not-for-profits, mastering the fundamentals of Yellow Book and single audits is essential. This beginner-friendly course breaks down the key requirements of the Yellow Book and the Uniform Guidance for Federal Awards into clear, manageable concepts. You'll learn the essentials of performing Yellow Book and single audits with confidence—building a strong foundation, boosting your understanding and equipping you to conduct audits efficiently and effectively.
All About Fraud: Examples, Prevention & Auditing
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Online
4.00 Credits
Member Price: $149
Fraud continues to make headlines, underscoring the importance of understanding how fraud occurs, how it can be prevented and how auditors are expected to respond. This course begins with an overview of common fraud schemes identified in the 2026 Report to the Nations issued by the Association of Certified Fraud Examiners, along with key characteristics commonly observed among fraud perpetrators. The course then explores practical approaches organizations use to prevent and deter fraud, highlighting controls, policies and cultural factors that can reduce fraud risk. Participants will also review recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. The course concludes with a discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audits of HUD Assisted Projects 26-27
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Online
6.00 Credits
Member Price: $259
This course is for audit professionals with audit experience with HUD (Housing and Urban Development) assisted projects such as Multifamily Housing projects. The course will include a discussion of the most commonly encountered HUD programs with audit requirements, the audit standards that apply to such audits, a review of the various compliance requirements that are common to HUD programs. We will identify common substantive and control testing audit procedures that apply to audits of multifamily housing projects, and the audit reporting requirements under both the HUD Audit Guide and the Uniform Guidance.
Comprehensive Pass-Through Owners: Basis & Distribution Rules 26-27
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Online
8.00 Credits
Member Price: $329
Pass-throughs (S corporations and Partnerships) are the most popular choice of newly formed business entities. However, for years, taxpayers and their preparers have struggled to calculate, update and maintain the pass-through entity owners" tax basis information in each investment correctly. Calculating and accounting for tax basis and adequately reporting the impact of operating and liquidating distributions for these entities are among the most frequently cited audit deficiencies. Taxpayers have also misapplied the tax rules when calculating the gain or loss from the sale of the interest. Recently, the IRS initiated enforcement initiatives designed to audit owners of pass-through entities regarding their calculations of tax basis and their tax treatment of distributions. This course will teach you how to properly account for both items for your clients who own an interest in a partnership or an S-corporation. Learn to identify the most common mistakes and errors and report these items correctly before your client is audited.
Leases: ASC Topic 842 in Depth 26-27
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Online
8.00 Credits
Member Price: $329
An in-depth coverage of ASC Topic 842, Leases . Leasing is popular among corporations for needs including office space and equipment. Since ASC Topic 842, Leases has been adopted by most entities, it is time to review the topic, including any recently issued updates. Excerpts from publicly traded companies' recent disclosures on Leases are also examined.
Pension & Profit-Sharing Plan Strategies 26-27
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Online
8.00 Credits
Member Price: $329
Whether saving for retirement, reducing taxes, or combining the two, pension and profit-sharing plan strategies are your go-to solution. Discover the type of plan documents that work best for your clients, how to terminate a plan, different retirement plans you can choose from, contribution & deduction limits, reporting & disclosure rules, Form 5500 & participant communication requirements and even how to do in-plan Roth conversions. Get ready to make retirement planning for your clients a breeze.
Spring Tax Update with Steve Dilley
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Online
8.00 Credits
Member Price: $239
This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. 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 Preparing C Corporation Tax Returns for New Staff & Paraprofessionals
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Online
8.00 Credits
Member Price: $279
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course covers tax areas affecting all business entities, providing a solid basis for staff to handle business entity returns. Such business tax topics include the sale of assets used in a trade or business (Form 4797), depreciation (Form 4562), deductible and nondeductible items and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals and bookkeepers to prepare complicated federal corporate income tax returns. It is a hands-on and practical course, with extra emphasis on changes to forms under new tax law.