WICPA CPE & Special Event Catalog
Business & Industry Spring Conference
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Brookfield
7.70 Credits
Member Price: $379
Your Source For Key Updates & Insights on Timely Issues Attend this year's Business & Industry Spring Conference to hear from prominent leaders and experts about the latest updates and insights on the post-pandemic normalization of economic and market trends, navigating business exits, the underutilized capabilities of Excel, employment law changes, practical AI tools for decision-makers, GAAP alternatives, best practices for cash management, the power of culture in the workplace, ethical conflict resolution, and more. Audience CPAs, CEOs, CFOs, controllers, directors, managers, HR professionals and accounting staff will benefit greatly by attending. 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 Monday, March 23, with a room rate of $136 (plus tax). To reserve a room in the block, please book online at bit.ly/2026-BISC by March 1. Online Option For those unable to attend the conference in person, another option is available! This year's Business & Industry Spring Conference will be streamed live, including all of the general sessions and the most popular breakout session! The registration page and more details for attending via WICPA CPE Livestream is available here. 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 the CPE Requirements & FAQs page.
Business & Industry Spring Conference Livestream
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Online
7.70 Credits
Member Price: $379
Your Source For Key Updates & Insights on Timely Issues Attend this year's Business & Industry Spring Conference to hear from prominent leaders and experts about the latest updates and insights on the post-pandemic normalization of economic and market trends, navigating business exits, the underutilized capabilities of Excel, employment law changes, practical AI tools for decision-makers, GAAP alternatives, best practices for cash management, the power of culture in the workplace, ethical conflict resolution, and more. Audience CPAs, CEOs, CFOs, controllers, directors, managers, HR professionals and accounting staff will benefit greatly by attending. In-Person Option For those looking to attend the conference in-person, including the choice for breakout sessions, this year's Business & Industry Spring Conference will be held at the Brookfield Conference Center. The registration page and more details for attending in person is available here. 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 the CPE Requirements & FAQs page.
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.
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.
Defining Where & Why Internal Controls are Needed
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Online
2.00 Credits
Member Price: $89
Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created and show in detail some specific controls that would be beneficial if utilized. Those wishing to strengthen an internal control system should strongly consider attending this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
What You Can Learn From the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Common Yellow Book & Single Audit Deficiencies
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Online
4.00 Credits
Member Price: $129
Yellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We'll focus on the requirements of Yellow Book independence, CPE and reporting. We will also review deficiencies related to internal controls over compliance, compliance testing and major program determination for Single Audits. We'll close the course with a look at the deficiencies often identified in COVID-related funds.
Money Laundering 101 for CPAs
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Online
4.00 Credits
Member Price: $149
CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it and the court cases that interpret it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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
Partnership Preparation, Basis Calculations & Distributions: Form 1065 Schedule K & K-1 Analysis
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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 partnership and limited liability company (LLC) formation and preparation issues as well as a complete understanding of calculating a partner and LLC member's basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1065 Schedule K and K-1 and how these items affect the partner/member's individual income tax return. **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
Financial & Tax Accounting for S Corporations & Partnerships
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Online
8.00 Credits
Member Price: $239
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs and S corporations, as well as discuss the tax accounting for these entities. 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 Advanced Audits of 401(k) Plans: Best Practices & Current Developments
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Online
8.00 Credits
Member Price: $299
Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with SAS 136 and other recently issued SASs. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments and plan mergers and acquisitions.
Implementing an AI-Enabled Marketing Strategy for Your Firm
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Online
1.00 Credits
Member Price: $55
Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The 10 Must Know Excel Features
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Online
2.00 Credits
Member Price: $89
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Better Business Writing: Improve Your Speed & Quality
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Online
2.00 Credits
Member Price: $79
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 and making it far more likely your reader will read and understand your message.
ChatGPT & Advanced Financial Analysis for Accountants
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools. 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 Navigating AI Compliance: The EU AI Act for U.S. Finance & Accounting Leaders
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Online
2.00 Credits
Member Price: $119
This course provides U.S.-based accounting & finance professionals with an in-depth understanding of the EU Artificial Intelligence Act, the first comprehensive AI regulation in the world. It explores the Act's key provisions, including its risk classification framework, compliance requirements for high-risk systems & transparency obligations. Participants will gain insight into how the Act affects organizations operating internationally & how to prepare for compliance challenges. Interactive activities are integrated throughout the course to reinforce key concepts.
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.
Federal Tax Update for Individuals With Doug Van Der Aa
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Online
4.00 Credits
Member Price: $129
This program will address recent legislation, rulings and developments affecting individual taxpayers and provide practitioners with a comprehensive update for the upcoming tax season. **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.
