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: $319
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. Registration Changes We are excited to provide the convenience of offering both in-person and livestream options for attending our conferences. However, if a registrant wishes to change from in-person to livestream attendance 14 days or less prior to a conference, the WICPA CPE Department must be contacted to make the change and a $25 fee will apply. For Cancellation Policy details, please see the registration form or visit wicpa.org/CPE.
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.
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
Member Price: $55
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CFO Reporting Re-Imagined: The Modern Reporting Paradigm: Structures, Views & Ethical AI (Module I)
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Online
1.00 Credits
Member Price: $49
In Module I of CFO Reporting Re-imagined -- Modern Reporting Structures, Views & Ethical AI, you'll learn how to shift from static spreadsheets to flexible, insight-rich reporting that today's executives expect. You'll understand the essential reporting structures (trend, comparative, and TTM), when to apply GAAP vs cost-center vs natural account views, and explore Excel's most useful tools--all while learning how to responsibly leverage Gen AI/ChatGPT to streamline reporting workflows.
Business Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $79
This course addresses the most recent legislative developments impacting business taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns. *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
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.
Surgent's Guide & Update to Compilations, Reviews & Preparations
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Online
4.00 Credits
Member Price: $159
Specifically designed for preparation, compilation, and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22–27 by the AICPA’s Accounting and Review Services Committee (ARSC). The course also reviews recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance.
Accounting & Auditing Update for Small Businesses 2025
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Online
4.00 Credits
Member Price: $149
For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact small businesses with a focus on ASUs initiated by the Private Company Council (PCC). We'll then look at alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs for entities who don't necessarily need to prepare GAAP financial statements but want to use accrual accounting. Finally, we will transition to audit standards that small business auditors will need to implement. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Excel Tips & Tricks for the Non-Accountant
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Online
2.00 Credits
Member Price: $79
You don't need an accounting degree to harness the power of Microsoft Excel. This course shows how Excel makes sense beyond dollars and cents. We will focus on fundamental concepts for creating, editing and utilizing Excel content. Participants will learn how to use Excel's menus and other functions to craft Excel workbooks. Because this course is designed for newer users, we intentionally offer a broad overview of Excel's numerous capabilities with in-depth coverage of selected resources tailored for non-accounting applications.
Grading Your Auditors: Are You Getting the Most Value?
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Online
2.00 Credits
Member Price: $89
An audit is an investment in reliable financial reporting and compliance and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA. 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.
HR Investigations: Episode 3: Gathering-Analyzing-Reporting
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Online
1.00 Credits
Member Price: $39
Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for gathering and analyzing evidence and reporting the investigation results. Attendees will end the session with takeaways to immediately implement in future HR investigations. Three of three Episodes in the series.
Budget Mastery: Process, Problems & Solutions
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Online
2.00 Credits
Member Price: $79
The budgeting process can be a mundane one for accountants. Let's be realistic and agree that even the word "budget" does not bring excitement to you and your departmental colleagues. The constraints and pressures can lead to poor decisions in both the technical and human components. This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization.
Ethics: IRS Behavioral Insights for Accountants
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how the Internal Revenue Service (IRS) thinks. The session reviews how the agency uses behavioral insights -- the study of how people reflect and behave -- to drive compliance, positively impact taxpayer engagement and reduce taxpayer burden. While the IRS is governed by federal tax law, it's also shaped by social norms. As part of their mission to collect taxes and administer the Internal Revenue Code, the agency utilizes human psychology to achieve their goals. These activities include public identity (using the IRS logo, seal and symbol), voluntary compliance (using public shaming and the "Wesley Snipes" effect), trust building (using a Taxpayer Bill of Rights) and error reductions (using alerts and reminders to nudge behaviors). The session reveals how to "get into the head" of the agency and better understand the key psychological factors (individual, environmental, social) that drive leading IRS operations and decisions. The course also spotlights the leading issues and pain-points that are currently "top of mind" for the agency and how practitioners can be more mindful in their interactions with the IRS to improve outcomes. 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.
Surgent's A Guide to Gig Economy Tax Issues
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Online
2.00 Credits
Member Price: $99
The IRS defines the "gig economy" as people earning income providing on-demand work, services, or goods on either a part-time or full-time basis. The economic times we live in are changing and tax practitioners must learn how the rules apply in this new gig economy. The tax rules that apply to gig workers challenge traditional ideas of who is an employee and who is an independent contractor and tax practitioners must have the knowledge to make this determination. This program addresses federal and state tax issues tax practitioners must address with clients and their own workers.
Surgent's Business Writing: Professional & Effective Emails
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Online
2.00 Credits
Member Price: $99
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Viewing A&A Through the Eyes of a Tax Practitioner
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Online
2.00 Credits
Member Price: $89
This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional support within firms that perform tax, accounting solutions, financial statement, and consulting services. We also highlight similarities and differences between U.S. GAAP and tax-basis accounting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
