WICPA CPE & Special Event Catalog
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.
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
Schedule C of Form 1040
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Online
2.00 Credits
Member Price: $79
Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course is ideal for CPAs, EAs, or other tax professionals. **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.
Avoiding Peer Review Deficiencies & Professional Liability in Public Accounting
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Online
4.00 Credits
Member Price: $129
Peer review deficiencies and professional liability claims result from both audit and nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns for a wide variety of professional services offered by public accountants.
Business Longevity: Stabilize, Strengthen & Succeed
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Online
4.00 Credits
Member Price: $129
Almost 50% of businesses that started five years ago are no longer in operation today. Controllers and CFOs can and must influence the longevity of their organization to improve their success rate. Jim will help you be aware and understand the answers to these issues: Can you describe the financial health of your company? Can you also explain what the financial health of your industry is? Do you know your Business Cycle compared to the industry business cycle? Do you have an executable plan? Do you know what the competitive, legal and technological landscape is currently and for the future? Is your organization aligned and incentivize to be successful? Jim has developed his groundbreaking Business Longevity concept as a keynote and a workshop and would be happy to speak to your organization on this topic. This session will focus on assessment (financial health, competitive environment), determination (effective business planning, including the future landscape) and execution (gettin' it done!)
K2's Business Intelligence With Microsoft Power BI Tools 26-27
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Online
8.00 Credits
Member Price: $329
Business intelligence efforts continue to grow and Microsoft's Power BI platform is central to many of these efforts. Participate in this session to learn more about business intelligence and how to create dashboards using Power BI.
Living Trust Administration Workshop 26-27
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Online
8.00 Credits
Member Price: $329
Gain hands-on knowledge while focusing on the trust administration process on the death of the single settlor and the first spouse in a joint settlor trust. In today's estate tax environment, with a change of the exemption in 2026, the answers to core questions concerning whether to file an estate tax return, make a portability election or make a QTIP election may surprise you. Learn what clauses to look for in the trust; when and how to make portability and QTIP elections; when to use the "Delaware Tax Trap" in place of QTIP election: how to educate the client concerning trust administration; and how to deal with assets outside the trust. Using checklists and forms, understand how to create a practical system for administering the living trust after death.
Retirement Advising: Accumulation & Decumulation Strategies 26-27
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Online
8.00 Credits
Member Price: $329
This course offers an in-depth look at retirement needs models, their flaws and ways to overcome associated drawbacks. You'll explore holistic retirement planning while reviewing threats to a successful retirement. You'll also hear about recent retirement planning changes, including the elimination of the "Stretch IRA" by the SECURE Act and the new SECURE Act 2.0 changes. We'll address key questions to plan a comfortable retirement and discuss strategies to draw down retirement assets over an extended period.
Leases: Mastering the New FASB Requirements
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Online
8.00 Credits
Member Price: $349
Key aspects of FASB ASC 842, *Leases*, including lease modifications, sale and leaseback transactions and leveraged leases are covered for practitioners looking to understand FASB requirements.
The Yellow Book: From Beginning to End
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Online
8.00 Credits
Member Price: $225
A comprehensive review of the newest version of the U.S. Government Accountability Office's Government Auditing Standards, otherwise known as "the Yellow Book." The standard will affect all auditors who perform audits of government and nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract. It does not address the standards applicable to performance audits.
Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Member Price: $79
Two seemingly similar products can have very different costs, yet many companies are completely oblivious to these differences causing them to lose money or competitive bids. When companies compete, those with good information win the "gravy" contracts and those with bad information lose money on "dog" jobs. Attend this session to gain insights on how to win bids for the best opportunities and give the money-losers to your competitors. Achieve your target profitability in the process.
IRAs: Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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Online
8.00 Credits
Member Price: $300
This comprehensive training is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The course will also discuss the basics of the health savings account (HSA) as well as any newly enacted tax legislation related to IRAs. **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 Controllership Series: Addressing Budgeting Uncertainty
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Online
1.00 Credits
Member Price: $39
With new accounting standards, the economic landscape and evolving technology, accounting, financial reporting and finance continue to grow in complexity. FASB has tried to address the growing complexity, by working towards making GAAP less convoluted. The struggle to stay on top of accounting financial reporting requirements and finance changes due to the economy continues for several reasons. Lack of in-house SMEs, managing high volumes of transactions and data and evolving information technology systems. In the future, executives must consider the challenges they will face in future years that will bring their own nuances and complexities. Budgeting is certainly one of those processes that must be evaluated and re-evaluated for efficiency. This session delves into the corporate budgeting process and discusses methods used and which methods may or may not allow for the organization's to properly plan for a volatile future.
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $79
By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing.