WICPA CPE & Special Event Catalog
MNCPA Audits of Employee Benefit Plans Conference
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Online
8.00 Credits
Member Price: $449
Your Source For Key Updates & Insights On Timely Issues Tackle employee benefit plans with confidence at the MNCPA Audits of Employee Benefit Plans Conference. Dive into case studies on audit pitfalls to avoid common mistakes and apply practical solutions. Gain a deeper understanding of ESOPs and how they differ from typical 401(k) audits. Learn about the various types of audits and identify the tripping points to navigate challenges effectively. Audience CPAs, auditors and other financial professionals who are responsible for auditing employee benefit plans Note: This conference is a partnership with MNCPA. Reconciliation and certificate of attendance will take approximately a week once conference has concluded.
Kwong v. United States & Other Hot IRS Issues (Free to Members)
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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
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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
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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.
Golf Outing
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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
Calculating the Retirement Need
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Online
1.00 Credits
Member Price: $55
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Generation Intelligence: Navigating the Generational Divide
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Online
1.00 Credits
Member Price: $39
Unlock the power of multigenerational teams to future-proof your firm. Today's workplace is more generationally diverse than ever-spanning five, soon to be six, distinct generations. And while this mix can create miscommunication and friction, it also holds untapped potential for innovation, connection and resilience. This dynamic course helps professionals in accounting, law, banking, insurance and financial services understand and harness generational dynamics. You'll explore how shared formative experiences shape values, communication styles and expectations at work-from the frugality of the World War II generation to the digital fluency of Gen Z and the up-and-coming Generation Alpha. Rather than getting stuck in generational stereotypes, you'll learn to lead, collaborate and connect more effectively across ages. With insights drawn from workplace psychology, sociological research and real-world examples, this course equips you with practical tools to bridge the gap-so you can build stronger client relationships, more collaborative teams and a culture people want to stay in.
Preparation, Compilation & Review Engagements
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Online
2.00 Credits
Member Price: $79
This course is an introduction to preparation, compilation, & review engagements. During this course, we will compare and contrast these different engagements by reviewing the procedures that should be performed, different reports, as well as the level of assurance specific to each type of engagement.
Exploring Internal Controls That Could Have Prevented Frauds
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Online
2.00 Credits
Member Price: $89
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Leadershift Ethics: Things Must Change!
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Online
2.00 Credits
Member Price: $89
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the change evolves. Change always becomes something different than what was originally planned or imagined. In this session, learn how to measure your ethics through change. You will learn how to filter everything you do during change through a simple litmus test. Through the power of story, you will learn from the lessons of other organizations and their ethical mistakes. Lastly, you will take away what is required to manage yourself so that when ethical decisions arise, you have the mental capacity to manage through it well. 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.
Taxation of the Cannabis Industry
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Online
2.00 Credits
Member Price: $89
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements and market trends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Business Case for Designing an Experience-Led Organization
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Online
3.00 Credits
Member Price: $175
This course educates business leaders on the changing market conditions of our Experience Economy, where experience-led brands have begun to dominate.
Enterprise-Wide Risk Management in Accounting & Finance
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Online
4.00 Credits
Member Price: $149
Organizations are challenged with identifying, evaluating and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Social Security Basics & Strategies for Maximizing Benefits 26-27
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Online
8.00 Credits
Member Price: $329
Though many clients see Social Security as a government benefit, it is really a covered worker's investment asset to be managed like any other asset. This course examines how Social Security benefits are calculated, identifying benefit-claiming strategies and what spouses can do now to maximize benefits at retirement. You'll learn how Social Security works and explore common planning situations'including workers with and without spouses, sandwich-generation families with dependent parents and minor children and surviving and/or divorced spouses'with the focus on techniques to maximize your clients' benefits.
Surgent's Annual Accounting & Auditing Update
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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 Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms
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Online
8.00 Credits
Member Price: $279
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.
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.
Compilation, Preparation & Review Basics & Peer Reviews
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Online
2.00 Credits
Member Price: $89
Cover the basic requirements for performing preparation, compilation and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event