WICPA CPE & Special Event Catalog
Bowling Night
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New Berlin
0.00 Credits
Member Price: $45
Whether you come to have fun or to be competitive, you're sure to enjoy making new connections and reconnecting with other accounting and business professionals at this year's Bowling Night! You can sign up to bowl by yourself or as a group of up to four! Consider forming a team with co-workers or other professional connections for a fun opportunity to build camaraderie in a more casual atmosphere. Registration is $45 per bowler ($160 per four-person team). Registration Includes: 3 Games of Bowling Shoe Rental Food & Beverages Event Awards & Prizes*: $250+ in Team Awards & Prizes $100+ in Individual Prizes Bowling Gift Card Package Don't have a full team? No problem! We can pair registrations of 1 - 3 bowlers with others to create a full team for increased networking! *Attendee must be present when awards and prizes are announced to receive an award or prize.
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.
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.
School District Audit Conference Livestream
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Online
7.20 Credits
Member Price: $329
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.
Servant Leadership 101
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Online
1.00 Credits
Member Price: $55
The War for Talent is bad and it's getting worse. In their efforts to win the war for talent, smart organizations have recognized the importance of fostering a great work culture. Many of these organizations are implementing Servant Leadership as their desired leadership style. In this session, learn what servant leadership is, as well as what it is not. Also, learn the benefits of having a great culture, the basics for assessing your culture, as well as how to coach your employees using a servant leadership style. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controllership Series: The Future Role of the Controller Part I
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Online
1.50 Credits
Member Price: $59
This is a two-part series that discuss new trends and concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership team. The rapid pace of the evolving technological landscape has promoted changes in how accountants and financial professionals focus attention on strategy and modernize their roles to leverage digital technology. There is increased demand for enhancing flexibility into finance cycles and initiating real-time reporting and insights. These are the core attributes that will assist in transforming the work that controllership function performs. Is the financial controllership prepared to meet future business demands? The IMAr (Institute of Management Accountants) and Deloitte's Center for Controllership aimed to better understand the current state of controllership and expectations of future demands for controllers and accounting professionals. They conducted a survey in late 2022 and identified several trends. The survey takes a look at how prepared controllership is to meet future business demands. It also highlights some insights for leaders to consider that may increase their preparedness. It also identified areas of additional insight and questions to answer on the controllership transformation journey. In this segment one, we go through numerous concepts in detail and the remaining concepts will be covered in segment two.
Inventory, Expense & Payroll Fraud
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Online
2.00 Credits
Member Price: $79
Inventory is a wonderful place to both hide fraud and commit fraud. The reasons that inventory is subject to so much fraud is the it is often very large, spread out over a large area and many people have access to it. When there are little or no internal controls related to inventory control, you are begging employees to steal it. No with so many ways to dispose of stolen inventory via the internet, i.e., EBAY, inventory fraud is much more appealing to a lot of individuals. The more common ways to commit expense fraud and how to cover it up will also be discussed. Travel and entertainment are some of the favorite areas of committing expense fraud. In addition, payroll fraud will be discussed. Although there are many ways to commit payroll fraud, it is very easy to prevent. This presentation is designed to familiarize the participants with the many ways to commit inventory, expense and payroll fraud, how to detect it and more importantly, how to prevent it.
Business Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $89
A discussion of the latest 2024/25 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Erase the Mark: Best Practices in Penalty Abatement
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Online
2.00 Credits
Member Price: $89
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty and the reasons that exist that the IRS will consider to remove those penalties. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Implementing & Maintaining an Internal Control System
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Online
8.00 Credits
Member Price: $239
Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Multistate Taxation: Tax Staff Essentials
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Online
8.00 Credits
Member Price: $349
Do you know where your clients' businesses have nexus? The rapidly evolving area of multistate taxation should be on the radar of business tax professionals.
CFO & Controller Critical Skills: Budgeting & Forecasting
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Online
2.00 Credits
Member Price: $89
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Create Visuals in Power BI to Successfully Analyze Data
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Online
4.00 Credits
Member Price: $149
Unlock the full potential of your data with our cutting-edge course, "Create Visuals in Power BI to Successfully Analyze Data." Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com and learn to navigate these platforms with ease and confidence. The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com, ensuring that your insights reach their intended audience with the right impact. By the end of this transformative journey, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive, engaging and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile, enhance your analytical capabilities and become a sought-after expert in the field of data visualization. Join us for "Create Visuals in Power BI to Successfully Analyze Data" and step into the future of data analysis with confidence and skill. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Top Employment Tools to Protect Your Business & Recommend to Business Clients
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Online
1.00 Credits
Member Price: $39
Overview of the most important labor and employment policies and practices that every business should have. The review will go over confidentiality agreements, arbitration agreements, restrictive covenants, training and severance agreements, as well as compliance issues related to each of them.
Global Internal Audit Standards (GIAS): Overview & Contrast to 2017 International Professional Practices Framework (IPPF)
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Online
1.60 Credits
Member Price: $79
In May 2023, the IIA released a draft of the new Global Internal Audit Standards. The intent was to provide more effective standards for Internal Audit globally. The new Global Internal Audit Standards were released on January 9, 2024 and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
Common Sense CFO: Balance Sheet Issues Walk Through to Understand & Build Value
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Online
2.00 Credits
Member Price: $79
We mostly focus on the income statement, but what about other financial statements and countless other accounting concerns? This seminar is dedicated to breaking down common balance sheet issues, both on-the-books and off, that have an impact on our stakeholders and the value of the organization. Using practical analysis, we highlight several key tools in understanding and communicating the importance of the forgotten cornerstone of accounting: the balance sheet. Most notably, we dedicate time to the pressing issue of "unrecorded assets". This session is designed to also be fun and entertaining. This seminar stands on its own but is also part of the Common Sense CFO series.
Ethics at Work: Diversity, Equity & Inclusion
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Online
2.00 Credits
Member Price: $89
Embracing and cultivating Diversity, Equity and Inclusion (DEI) in the workplace IS Ethics at Work! This session explores ethical values and principles related to these initiatives and examines workplace behaviors, individually and collectively, that foster and promote organizational well being. Robbie offers findings on strategies that work to improve DEI efforts based on best practices and interviews with experts in the field. Please note that for those of you who have taken courses from Robbie there will be some duplication and much new content. This session is designed for people who wish for a more fair and just world and workplace. 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.
