WICPA CPE & Special Event Catalog
The Most Common Planning Gaps CPAs See Too Late
-
Online
2.00 Credits
Member Price: $69
CPAs often see critical tax, estate and risk gaps long before an event forces action, but influence is lost when those insights aren’t activated. This session will introduce a simple, repeatable framework CPAs can use to move business owners from awareness to action without becoming sales driven or adversarial. Learn how early, collaborative intervention leads to better outcomes for clients and stronger cross discipline relationships.
Federal Tax Update With Ron Roberson
-
Online
16.00 Credits
Member Price: $579
Get up to speed on the latest federal tax changes affecting both business entities and individual taxpayers. Presented by Ron Roberson, CPA, this course covers recent updates from Congress, key IRS guidance, and relevant rulings and court cases—along with practical tools to tackle common compliance issues and 1040 challenges. Whether you’re advising C corps, S corps, LLCs, partnerships, or individual clients, you’ll leave with the timely, real-world insights you need heading into tax season.
CFO Series: AI in the Digital World
-
Online
8.00 Credits
Member Price: $369
This event is a rebroadcast of a live event.The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to earn an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. This presentation focuses on four perspectives on how technology has changed our profession and life. Are you and your organization using AI? Are you using AI effectively? What happens when a teammate posts something offensive on social media? We must stay abreast of and be aware of the myriad uses, perils, ethics, and advantages of AI. What are the numerous considerations? The spotlight is to always enhance our skills and help our organization improve. Technology is always moving forward, just as we should. Otherwise, we risk being left behind. Join us to learn best practices.This course qualifies for 3 hours of Accounting & Auditing credit and 2 hours of Ethics credit.Module 1: Living in the World of AI – How AI Has Changed EthicsAI ('Artificial Intelligence') has already reshaped the way we work, offering immense opportunities alongside serious ethical and organizational challenges. How should we use AI responsibly without slowing innovation? Is using AI ethical? Is it right? Is not using AI ethical? How can we build trust in tools we don’t fully understand, avoid bias, and address employee resistance? In this seminar, we'll explore how to deploy AI ethically, engage teams with clarity, and ensure these powerful tools are used in ways that empower people, strengthen organizations, and create sustainable long-term value. The goal is to make better use of the power of AI, in a sustainable and ethical way.Module 2: Accounting in the Age of AI: What Every Leader Must Know About Using AIArtificial intelligence is showing up everywhere, from "autonomous" general ledgers to AI-powered fraud detection and tax research agents. But for many leaders, these tools are either misunderstood or overhyped. Staff are concerned about being replaced. Managers are concerned about the use of AI causing chaos. This seminar gives CFOs, controllers, and tax professionals a grounded look at how AI is impacting real-world accounting departments. We will explore how these tools work, what they can (and can't) do, and what finance leaders should be doing now to prepare their teams and processes for the changes that will happen. Module 3: AI Is Not the Enemy: Practical Tools to Harness TechnologyAre you and your organization using AI effectively today? AI is not coming -- it's here already. As a leader, you do not need to be an engineer, but you must be in control. Conscientious professionals must get a clear handle on AI -- what it does well, where it goes wrong, and how to keep it from becoming a liability? We will discuss the real risks behind the buzzwords, from deepfakes and fraud to flawed decision tools and hidden bias. We will also break down what smart oversight looks like and how AI can expose gaps in your internal controls. Most importantly, this is not a doom-and-gloom session. It is about showing you how to lead confidently in a world where AI plays a growing role in financial decision-making -- whether you are already deploying AI or not? Those who embrace AI are ready for tomorrow. Do not be left behind. Module 4: Beyond Likes and Shares: Can Social Media Really Work at Work?In our social media world of scrolling, liking, sharing, and sometimes reporting; there is a dilemma that hits hard in the workplace. Should we use social media? Really? How can we use social media responsibly? Can we separate our personal self from our professional self? We will discuss the numerous errors made when dealing with social media and the negative fallout. Social media often drives cultural trends and conversations. Even if someone is not directly participating in these conversations online, they may still be exposed to them through mainstream media, conversations with others, or public events. We review what is acceptable, and not, for a professional to do? Your people ARE using social media, but are they using it to inadvertently damage the organization and the brand? Be prepared with a plan before another social media fiasco happens.
Accounting & Auditing Conference
-
Waukesha
8.50 Credits
Member Price: $379
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.
Tax Conference (Both Days)
-
Brookfield
15.60 Credits
Member Price: $489
Your Source For Key Updates & Insights on Timely Issues Get ready for two action-packed days of insights, strategies and timely tax expertise at this year's Tax Conference. Hear from leading professionals as they break down the latest federal and Wisconsin tax developments, OBBBA changes, AI tools for tax practitioners, advance tax planning strategies, SALT and multistate issues, M & A considerations, trust taxation, capital cost recovery, 401(k) opportunities, wealth planning, tax practice and ethics and more. Walk away with practical knowledge, fresh ideas and strategies you can put to work immediately for your clients and your practice. Who Should Attend Tax professionals, practicing attorneys, corporate counsel and business and financial managers will greatly benefit by attending. Overnight Accommodations A block of rooms has been reserved at the Hilton Garden Inn in Brookfield (attached to the Brookfield Conference Center) for the evenings of Sunday, Nov. 15, and Monday, Nov. 16, with a room rate of $136 (plus tax) per night. To reserve a room in the block, please book online here by Oct. 25 or call 262-330-0800 and mention you are attending the WICPA Tax Conference. Online Option For those looking to attend online, this conference will also be offered via WICPA CPE Livestream. View livestream details >>
The Changing 401k Landscape: Pooled Plans, Plan Design & Tax Incentives
-
Online
2.00 Credits
Member Price: $69
Retirement plan sponsors have more choices than ever when it comes to structuring a 401(k) plan. This presentation will compare single employer plans, Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs), highlighting the key differences in administration, fiduciary responsibilities, flexibility and plan design. We’ll also discuss important considerations when evaluating each structure, along with tax credits and incentives available to employers establishing a new retirement plan.
K2's Technology's Seven (Not Quite) Deadly Sins
-
Online
1.00 Credits
Member Price: $39
Let's face it: using technology is a necessity because technology permeates all our business activities. Yet, many continue to use technology unwisely, which results in declining productivity & data privacy & security concerns. Participate in this session to learn about seven specific items you can-and should-act upon right away to get back on track with technology. More than just a tech update, in this course, you will learn the "hows" & "whys" associated with implementing the seven technologies discussed. This is "must-see"; CPE for those interested in productivity, efficiency & data privacy & security.
Volume to Value: A New Era of Precision Hiring in Accounting
-
Online
1.00 Credits
Member Price: $55
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to "precision hiring" as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact performance-critical thinking, professional communication and AI ethics awareness. The course explains how AI-enabled recruiting tools can support candidate screening, assessment and retention forecasting and why firms that do not modernize their hiring approach may struggle to compete for top talent. Participants will leave with practical approaches to competency-based assessment, ethical guardrails for AI use in hiring and a high-level implementation roadmap with metrics to evaluate quality of hire, performance and retention. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Accountant as the Conscience of Business
-
Online
2.00 Credits
Member Price: $85
Accountants are routinely placed in the middle of competing forces & are called upon to sort out the ethical & regulatory priorities while at the same time providing technical & financial expertise. This workshop discusses the accountant/client & & accountant/employer & dynamics that often include serious ethical questions.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Better Business Writing: Improve Your Speed & Quality
-
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.
Forgotten Managerial Accounting Tools for CPAs
-
Online
2.00 Credits
Member Price: $89
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! 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 Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements & Employee/Independent Contractor
-
Online
2.00 Credits
Member Price: $99
This program covers three topics: the Department of Labor's changes in overtime rules, the Federal Trade Commission's ban on most non-compete agreements and the Department of Labor's new rules relating to differentiating between employees and independent contractors under the Fair Labor Standards Act (FLSA). Any suspensions due to court challenges will be discussed. Understanding these new changes will allow accounting and finance professionals to discuss these important business law changes with their clients.
Becoming an AI-Savvy Controller/CFO: Mastering Tools & Technologies
-
Online
4.00 Credits
Member Price: $149
Ready to elevate your career as an Accountant, Controller, or CFO? This course helps you build the core competencies needed to excel in these roles-- focusing on technical expertise, business acumen, leadership, people skills & the integration of AI tools. Learn how to go beyond tracking financial results to analyze business dynamics, uncover insights & drive strategic decisions with AI-driven analysis. Develop the vision & strategy to lead organizational growth, while honing leadership skills to inspire teams & navigate change. Strengthen your ability to communicate effectively, collaborate across departments & influence key stakeholders, with a focus on using AI to enhance decision-making & operational efficiency. With a practical, real-world approach, this course empowers you to master the skills that make you a successful leader in finance.
Managerial Accounting: Your Prescription for Better Decision
-
Online
4.00 Credits
Member Price: $149
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Reviewing Individual Tax Returns: What Are You Missing?
-
Online
4.00 Credits
Member Price: $139
Catch errors on individual returns. The sheer volume of individual tax returns requiring preparation can create a work environment that invariably leads to errors or omissions. A trained eye can spot mistakes. A case-based approach to learning return review Four case studies focus on issues that individual return preparers and reviewers will frequently encounter in their practice: Section 199A (qualified business income deduction) Home office deduction Rental properties Hobby losses Hiring of spouses Depreciation, including bonus depreciation Section 179 issues Organization and startup costs Temporary senior deduction State and local tax deduction In-course application Learners get access to four 2025 individual returns and try their hand at reviewing them for: Errors Areas for improvement Opportunities to educate or advise the client Developed with H.R. 1, commonly referred to as OBBBA, in mind, these returns are designed to provoke planning ideas for the modern client.
Top 10 Things to Know About Estate Taxation & Planning 26-27
-
Online
8.00 Credits
Member Price: $329
Clients believe that estate planning is only for the wealthy who will owe Federal estate tax. This isn't the case. Perhaps as a result of the 2020 pandemic, estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques. Estate planning involves personal issues that affect everyone, whether or not the estate tax will apply. Learn strategies to pass assets to future generations; provide education benefits; distribute retirement benefits and provide a charitable legacy.
Surgent's Annual Accounting & Auditing Update
-
Online
8.00 Credits
Member Price: $299
Designed as an all-you-need-to-know update for accounting, auditing and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB) and Securities and Exchange Commission (SEC). On the financial accounting front, we will cover the FASB's Post-Implementation Review (PIR) report for revenue recognition under ASC 606 and discuss the best practices in applying the standard and identifying any ongoing issues practitioners are experiencing with applying the standard. We will also discuss the more than a dozen ASUs the FASB has issued since the beginning of 2023 and into 2025 covering crypto assets, disaggregated expenses, business combinations and leases for entities under common control. Our focus on AICPA standards includes a detailed discussion of revamped AICPA quality management standards. The AICPA updated and modernized the standards by issuing Statement on Quality Management Standards 1, 2 and 3 (SQMS 1, SQMS 2 and SQMS 3, respectively), SSARS No. 26 and SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards, effective December 15, 2025, modernize quality management standards to reflect an increased focus on risk assessment, technology use and the presence of outside experts on engagements. We will also cover new rules impacting public company audits and present case studies on recent fraudulent accounting stories and best practices for detecting and preventing such frauds. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
Surgent's Business Law Essentials for Practitioners & Controllers
-
Online
8.00 Credits
Member Price: $279
This course covers basic legal principles that every accountant should be familiar with to avoid common legal disputes and costly litigation. By analyzing business law issues from the standpoint and background of accountants and auditors, this course will help you develop an approach to client and practice issues with a sensitivity and appreciation for potential legal ramifications.
Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms
-
Online
8.00 Credits
Member Price: $279
The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax preparation guidelines. Within each chapter, we illustrate various parts and areas of interest when preparing a 1065, including examples and corresponding tax forms. We bring it all together in the final two chapters with a comprehensive example that integrates and links all previous chapters. The course and instruction delivery are geared toward a basic understanding and progress to more complex issues via Surgent's "Step-by-Step" preparation guide.
Surgent's Single Auditing Made Simple
-
Online
8.00 Credits
Member Price: $279
Single auditing can seem so complex! With literally thousands of pages of potential AICPA, GAO and OMB guidance converging for the audit of one client, auditors can easily lose focus and confidence in what they are supposed to do. It does not have to be that way! This course is designed to sharpen your skills and knowledge in performing single audits. Through more than 30 focused exercises, the course provides a highly practical, hands-on approach to mastering today's most critical single audit challenges.
