WICPA CPE & Special Event Catalog
Financial Institutions Conference Livestream
-
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)
-
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
-
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
-
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)
-
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
-
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.
Golf Outing
-
Sussex
0.00 Credits
Member Price: $95
Strengthen your network and golf game! Held at one of Wisconsin's award-winning courses, the annual WICPA Golf Outing brings together accounting and business professionals of all golfing abilities for a great opportunity to strengthen professional networks while enjoying a round of golf. Whether you golf, sponsor or volunteer, our annual outing allows you to make new connections, build camaraderie, reach potential customers, reward favorite clients and support the WICPA and WICPA Educational Foundation. 2026 Golf Outing registration is now open! Plan to join us for the 16th annual WICPA Golf Outing! Don't miss out on this year's event - spots sell out quickly so register early! Consider creating a foursome with co-workers, clients or other professional connections for a day away from the office to enjoy 18 holes of golf, networking, hole contests, prize drawings, food and drinks, and more! Don't have a foursome? No problem, we'll pair you with other golfers for increased networking! Registration allows for 1 - 4 golfers per registration form and is $95 per golfer/$380 per foursome. Registration Includes: 18 Holes of Golf (Scramble Format) With Carts Practice Greens & Driving Range Continental Breakfast & Lunch Beverage Vouchers Hole & Event Contests Entry in Prize Drawings Awards Reception & Appetizers Hole & Event Prizes: $1,000+ in Drawing Prizes $500+ in Individual Prizes $500+ in Team Prizes $500 Inside the Circle Contest Schedule: 8:30 a.m. Check-In & Breakfast 9:00 a.m. Practice Greens & Driving Range 10:00 a.m. Shotgun Start 4:00 p.m. Awards Reception, Prize Drawings & Appetizers
Ethics in the World of AI: An Accountant's Guide to Managing the Risks
-
Online
2.00 Credits
Member Price: $125
In this webcast we will discuss the current uses of AI in business, nine risk areas and the provide practical suggestions to address these risks effectively.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Federal Tax Update: Individual & Business Current Developments
-
Online
8.00 Credits
Member Price: $300
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day fast-paced update course focusing on the hottest Federal income tax topics affecting individuals, businesses and their owners with an emphasis of newly enacted income tax legislation. **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
The ABCs of Advisory Services
-
Online
2.00 Credits
Member Price: $79
Over the next decade, the area of "Advisory Services" has the greatest potential for growth in your practice. Complexities within your clients' financial, estate and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.
Ethics for CPAs: The Practical & the Possible
-
Online
2.00 Credits
Member Price: $79
Award winning discussion leader, former AICPA Council Member and former state accountancy board member Mark Hugh will review the AICPA Code of Professional Conduct and its interpretations; discuss new developments in regulation at the national and state level; and discuss examples of best practices, case studies and disciplinary actions.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
KPI Bootcamp for Small Businesses
-
Online
5.00 Credits
Member Price: $159
Running or advising a small business? The KPI Bootcamp can help you rapidly identify and implement the right KPIs to achieve your or your client's goals. Delivered by Bernie Smith, KPI specialist and seasoned entrepreneur, this course will guide you through selecting a powerful set of measures tailored to your business. The structured approach helps you refine your objectives and choose KPIs that drive growth and profitability. The program includes access to over 400 pre-defined KPIs, each with a clear, jargon-free definition, business benefits, real-world examples and practical implementation tips.
Nonprofit Accounting & Financial Reporting Explained
-
Online
8.00 Credits
Member Price: $225
This course provides a high-level overview of the most important issues facing nonprofit entities and their auditors. The focus of this course is on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant professional and regulatory standards related to reliable financial reporting for nonprofit entities.
The Controllership Series: Overhead, Direct & Indirect Costs & Allocation Methods
-
Online
1.00 Credits
Member Price: $39
Managing expenses is a key for business success and overhead costs play a pivotal role in realizing favorable profit margins. Almost all companies have some form of overhead consisting of specific categories of indirect expenses. The better organizations are able to manage overhead costs, the more competitive they are in the marketplace. It is incumbent in the Controller's role to effectively manage, monitor and perform ongoing assessment of overhead costs, allocations and rates. Overhead refers to the ongoing business expenses not directly attributed to creating a product or service. A company must pay overhead on an ongoing basis, regardless of how much or how little the company sells. It is important for budgeting purposes but also for determining how much a company must charge for its products or services to make a profit. Overhead can be fixed, variable, or a hybrid of both. There are different categories of overhead, such as administrative overhead, which includes costs related to managing a business. In short, overhead is any expense incurred to support the business while not being directly related to a specific product or service.
How Fraud Can Affect Smaller Organizations 26-27
-
Online
4.00 Credits
Member Price: $175
Small to medium-sized companies often fail to address fraud-related risks adequately. Often, organizations lack the resources needed to mitigate this risk. In other cases, owners or senior management underestimate the scope of the issue. Regardless of size, all organizations must be aware of the risks associated with intentional fraud. We'll explore why fraud occurs, examining defalcations often used against smaller entities. Then, review measures that organizations can implement to increase security and stop fraud.
How to Get a Better Return on Yellow Book & Single Audits: Avoiding the Most Misapplied Audit Concepts
-
Online
8.00 Credits
Member Price: $225
Yellow Book and Single Audit reporting entities have complex and unique financial statement audit, compliance and reporting issues. Deficiencies in these types of audit engagements are common. This course will reduce the likelihood of noncompliance with relevant professional and regulatory auditing and reporting standards.
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
-
Online
2.00 Credits
Member Price: $79
In this course, we will explore the various types of data: both structured and unstructured: used in conducting fraud risk investigations and proactive monitoring. We will explore the various tools available on the market and techniques to confirm completeness and accuracy of the data before the analysis begins. The course will cover the process for selecting the right data sources to align with the various risks as well as pitfalls to avoid when preparing the data for analysis.
K2's The Best Kept Secrets Of Microsoft 365 26-27
-
Online
2.00 Credits
Member Price: $99
Microsoft 365 offers more than just Excel, Outlook, Word and PowerPoint! Participate in this session to learn about the best-kept secrets in your Microsoft 365 subscription and how they can improve personal and team productivity and security.
Multistate Taxation: Issues & Planning Opportunities
-
Online
8.00 Credits
Member Price: $225
Join our course on Multistate Taxation: Issues and Planning Opportunities designed for financial professionals. Learn about crucial topics like nexus implications, state taxable income calculations and audit defense strategies. Gain practical insights to integrate these considerations into client financial plans effectively. From deciphering complex formulas to understanding state-specific regulations, this course equips you with actionable knowledge to excel in finance. Explore multistate business activities, choice of business entity and interstate commerce clauses. By course completion, you'll be ready to identify common pitfalls, mitigate risks and ensure compliance with multistate taxation. Join us and navigate the complexities of finance confidently. **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.
Group Audits: Who is Responsible for What?
-
Online
2.00 Credits
Member Price: $79
Financial statement audits often involve audits of components of a larger entity. This course will focus on the responsibilities for both the group auditor and component auditor, including implementation of SAS No. 149 relate to group audits.
