WICPA CPE & Special Event Catalog
Not-for-Profit Accounting Conference Livestream
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Online
8.50 Credits
Member Price: $369
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: $389
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.
Business & Industry Fall Conference Livestream
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Online
7.80 Credits
Member Price: $389
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. In-Person Option For those looking to attend the conference in-person, including the choice for breakout sessions, this year's Business & Industry Fall 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.
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.
Accounting & Auditing Conference
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Waukesha
8.50 Credits
Member Price: $329
Your Source For Key Updates & Insights On Timely Issues Attend this year's Accounting & Auditing Conference to gain timely insights into the issues shaping the accounting profession and the business environment. Hear from leading national and local experts on the economic and financial market outlook, the latest FASB developments, the growing impact of AI, technology risks, client advisory conversations and hot tax practice, procedure and ethics issues. You'll leave with practical strategies, fresh perspectives and actionable ideas to help you navigate change, strengthen your skills and deliver greater value to your clients and organization. Who Should Attend CPAs and accounting and financial professionals in public accounting, industry and government will benefit from this conference, which covers timely issues in accounting, auditing, tax, technology, financial markets and client advisory services. Overnight Accommodations A block of rooms has been reserved at the Wildwood Lodge in Pewaukee for the night of Monday, Nov. 9, with a room rate of $109 (plus tax) when reserved by Saturday, Oct. 10. To reserve a room in the block, please book by calling 262-506-2000 and mention you are attending the WICPA Accounting & Auditing Conference. Online Option For those unable to attend the conference in person, another option is available! This year's Accounting & Auditing Conference will be streamed live! The registration page and more details for attending via WICPA CPE Livestream is available here.
Accounting & Auditing Conference Livestream
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Online
8.50 Credits
Member Price: $329
Your Source For Key Updates & Insights On Timely Issues Attend this year’s Accounting & Auditing Conference to gain timely insights into the issues shaping the accounting profession and the business environment. Hear from leading national and local experts on the economic and financial market outlook, the latest FASB developments, the growing impact of AI, technology risks, client advisory conversations and hot tax practice, procedure and ethics issues. You’ll leave with practical strategies, fresh perspectives and actionable ideas to help you navigate change, strengthen your skills and deliver greater value to your clients and organization. Who Should Attend CPAs and accounting and financial professionals in public accounting, industry and government will benefit from this conference, which covers timely issues in accounting, auditing, tax, technology, financial markets and client advisory services. In-Person Option For those looking to attend the conference in-person, this year's Accounting & Auditing Conference will be held at the WICPA Office. The registration page and more details for attending in person is available here.
Cybersecurity & IT Risk for IT Auditors & Financial Auditors
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Online
3.00 Credits
Member Price: $109
This course equips financial & information technology auditors with an understanding of cybersecurity risks & their impact on financial reporting as well as cybersecurity best practices. Participants will learn to identify threats, evaluate controls & assess risk using recognized frameworks, with a focus on audit implications.
K2's Automation For Increasing Personal Efficiency And Effectiveness
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Online
1.00 Credits
Member Price: $39
In today's fast-paced world, automation is like having a time machine at your fingertips. By implementing strategic automation solutions, you can transform an eight-hour workday into twelve hours of productivity without working longer hours. This course explores how automation can save time, improve accuracy, promote effectiveness & maximize the value of your workday. When you invest time in automating routine tasks, you create permanent time savings that compound over time, reducing daily stress & providing better mental clarity for more important activities. This hands-on course will equip you with practical knowledge of various automation tools, methods, apps & technologies that can revolutionize both your personal & professional life. From home automation systems to iPaaS (Integration Platform as a Service) tools & the Elgato Streamdeck, you'll discover how to create a seamlessly automated environment. Join us to learn how to reclaim hours or even weeks of time through smart automation strategies that will transform your daily routine.
Mining Your Firm Client Database for Revenue
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Online
1.00 Credits
Member Price: $55
Your client database is more than a record of past engagements-it's a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships and drive sustainable revenue growth. From identifying cross-selling potential to leveraging automation tools for proactive outreach, this webinar will equip firm leaders and client managers with actionable strategies to turn dormant data into dynamic business development. Whether you're a solo practitioner or part of a larger firm, you'll walk away with a roadmap for transforming your client list into a revenue-generating engine. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Virtual Member Orientation
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Online
0.00 Credits
The virtual member orientation is your opportunity to hear from WICPA Membership Outreach Coordinator, ask questions and learn more about the benefits and tools available to you as a WICPA member. A personal tour of the website will show you how to update your profile, view members-only discounts, use the CPE & Special Event Catalog, and more!
A Guide to Sampling: Part II
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Online
2.00 Credits
Member Price: $89
Building on Part 1, this course will review the application of sampling in financial statement audits with a focus on sampling for tests of controls. We'll also review the requirements for sampling in Single Audits with a focus on tests of controls & tests of compliance.
Better Business Writing: Improve Your Speed & Quality
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Online
2.00 Credits
Member Price: $89
Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time & making it far more likely your reader will read & understand your message.
S Corporations: Calculating Shareholder Basis
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Online
2.00 Credits
Member Price: $89
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Shortcuts that Excel Users Love
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Online
2.00 Credits
Member Price: $89
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take 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.
Surgent's Business Law for Small Business Owners
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Online
4.00 Credits
Member Price: $159
One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover basic compliance areas for small business owners. We will look at the main elements of a contract, taxation of entity types, worker classification, property law and many of the other areas that are often overwhelming for small business owners. By being able to speak to these issues, practitioners will be able to add value and help their small business owner clients grow and thrive.
Gamed: Why Performance Targets & Incentives Fail & How to Fix Them
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Online
4.00 Credits
Member Price: $149
Targets can be a powerful catalyst for remarkable achievements: From landing humans on the moon to eradicating smallpox & repairing the ozone layer. However, poorly designed targets can have severe consequences, potentially leading to executive imprisonment, corporate collapse, or even loss of life. This course uses real-world examples & case studies to guide you through a practical, step-by-step process for crafting robust, effective & credible targets for your organization. You'll learn how to harness the positive potential of targets whilst avoiding the pitfalls that can derail even the most well-intentioned performance initiatives.
Forensic Accounting: Investigating Divorce Cases
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Online
4.00 Credits
Member Price: $149
With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating and presenting your findings to your client and if needed, ultimately in divorce court. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Forensic Accounting: Fraud Investigations
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Online
8.00 Credits
Member Price: $319
In high demand - forensic accounting knowledge and skills. Forensic accounting has been a rapidly growing part of the accounting profession for some time. The rapid expansion in technology and growth in various sectors of business and industry and the increase in complexity of white-collar crimes, all contribute to this growth. A diverse range of clients, as well as cases involving all types of fraud, make this an attractive profession and one that is always in high demand. Enhance your knowledge and skills with our Forensic Accounting: Fraud Investigations webcast. Whether you're a forensic accountant, or an aspiring one, this webcast will provide you with the foundational knowledge to successfully identify, investigate and communicate your findings. You will also receive a copy of the AICPA's Forensic & Litigation Service's Forensic Accounting — Fraud Investigations practice aid for future reference.
You Don't Know What You Don't Know About Microsoft Excel
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Online
8.00 Credits
Member Price: $239
Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.