WICPA CPE & Special Event Catalog
Complete Breakfast Programs Season Pass
Multiple Events Between -
Up to 26.00 Credits
Member Price: $699
Take advantage of the most CPE and cost savings by registering for ALL the Livestream Breakfast Programs! This Season Pass includes ALL Livestream Wednesday and Friday Breakfast Programs. In addition, a three-part series on Tax Planning Strategies for Business, Real Estate & Charitable Contributions is being offered free for members.
Generative AI & Agentic AI: How These Technology Trends Are Reshaping the Profession
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Online
2.00 Credits
Member Price: $69
This session will discuss and walk through how firms are implementing generative AI tools and developing agentic AI options for both internal and client-facing purposes. Learn how certain tools have developed and advanced since the launch of ChatGPT in 2022 with live examples. This session will also address topics like cybersecurity, internal controls and AI governance.
Deferred Compensation Planning for Management Retention & Business Owner Transition (Free to Members)
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Online
1.00 Credits
Get a practical look at deferred compensation planning as a strategic tool. This session will examine plan design options, tax considerations and common pitfalls, along with how deferred compensation arrangements can align executive incentives with long-term business goals.
Trending Analysis: What Insights a Business Owner Can See by Looking at the Trends in Their Operating Results & Comparing to Industry Metrics
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Online
2.00 Credits
Member Price: $69
Looking at financials over a period of years can provide business owners with information to help them run their businesses more efficiently. Comparing company results with industry benchmarks can also give business owners information to improve their operating results and a direction on where to focus their attention.
The Most Common Planning Gaps CPAs See Too Late
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Online
2.00 Credits
Member Price: $69
CPAs often see critical tax, estate and risk gaps long before an event forces action, but influence is lost when those insights aren’t activated. This session will introduce a simple, repeatable framework CPAs can use to move business owners from awareness to action without becoming sales driven or adversarial. Learn how early, collaborative intervention leads to better outcomes for clients and stronger cross discipline relationships.
The Changing 401k Landscape: Pooled Plans, Plan Design & Tax Incentives
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Online
2.00 Credits
Member Price: $69
Retirement plan sponsors have more choices than ever when it comes to structuring a 401(k) plan. This presentation will compare single employer plans, Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs), highlighting the key differences in administration, fiduciary responsibilities, flexibility and plan design. We’ll also discuss important considerations when evaluating each structure, along with tax credits and incentives available to employers establishing a new retirement plan.
Employment Law Update
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Online
2.00 Credits
Member Price: $69
Navigate the complex landscape of employment laws in 2026 with confidence. This session will highlight the most impactful developments from last year.
Best Practices in Not-for-Profit Accounting & Reporting
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Online
4.00 Credits
Member Price: $199
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 20 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.
Charitable Contributions of Property (Free to Members)
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Online
1.00 Credits
This session will enhance your understanding of the tax and planning considerations involved in charitable contributions of property. Explore valuation, substantiation rules and the differing treatment of various asset types, including real estate, closely held business interests and appreciated securities, along with common compliance pitfalls.
Federal Tax Update & Detailed Review of the OBBBA
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Online
2.00 Credits
Member Price: $69
This session will address the comprehensive tax legislation that the OBBBA enacted in 2025. It will cover the background of the TCJA leading up to the OBBBA and many TCJA provisions included in the OBBBA, as well as numerous other items contained in the bill. The session will cover key individual and business provisions in the OBBBA and highlight the changes being made, effective dates of each provision and some observations and planning points. The latest IRS guidance on the OBBBA released in 2026 also will be discussed and how these provisions should be reported on tax returns. This session will assist CPAs in working with their clients and prospects on this historic tax legislation. This session will also address other federal tax developments unveiled by the IRS in 2026 and cover recently decided tax cases that tax professionals should be familiar with.
AI Won't Replace CPAs, but Stagnant Thinking Might
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Online
2.00 Credits
Member Price: $69
Artificial intelligence is changing how accounting work is performed, but the bigger challenge is how professionals adapt. This session will explore how CPAs can use AI strategically while strengthening the judgment, communication, adaptability and advisory skills technology cannot replace. You will leave with practical ways to remain relevant and increase the value you bring to clients and your organization.
Individual Income Tax Update
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Online
4.00 Credits
Member Price: $199
Join us for a fast-paced and lively session reviewing all that has happened in the past year and emphasizing practical preparation for the forthcoming tax season. We'll cover an array of general tax topics concerning individuals, including: New and prior legislation affecting the current filing year Planning tips Changes in forms, procedures and filing requirements Practical insights for the small tax practitioner so you leave prepared and motivated for the filing season ahead Note: Registration for this program includes a printed copy of the newest Master Tax Guide that will be mailed in approximately January to the home address we have on file at no additional cost. Please make sure your address is current in your My WICPA account before registering. In-Person Options For those looking to attend in person, this Individual Income Tax Update will also be held in Green Bay, Madison, Onalaska and Waukesha.
Exchange Transactions Under Section 1031 (Free to Members)
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Online
1.00 Credits
This session will address restructurings for, and documenting and closing of, real property exchanges. You will learn about “drop and swap” situations, other restructurings before or after an exchange, exchange agreements and related documents, and practical tips for closing the exchange transactions.
Turning Employee Voices Into Actionable Results: The Power of Stay Conversations
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Online
2.00 Credits
Member Price: $69
This interactive session will explore the power of actively engaging employees through meaningful feedback conversations. Learn how to ask the right questions, listen with intent and transform employee voices into actionable strategies that drive higher engagement, stronger retention and increased trust across the organization. Through real-world examples, practical exercises and group discussions, you will: Discover the benefits of regular feedback and stay conversations for both employees and leaders. Learn best practices for asking questions that elicit honest, actionable insights. Explore techniques for analyzing feedback and turning it into tangible workplace improvements. Build skills to follow up and close the loop, ensuring employees feel heard, valued and motivated. Leave with concrete tools and strategies to create a culture where feedback drives action, engagement flourishes and employees choose to stay.
AI & Excel: Practice Examples to Realize the Value
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Online
2.00 Credits
Member Price: $69
AI tools are becoming more and more common in organizations. However, success depends on more than basic adoption metrics. What are the best practices organizations use to realize full value from the tools? This session will discuss how successful organizations are moving from adoption to sophisticated use and impact. Along the way, you will learn specific, practical ways AI and Excel can work together to save time, reduce errors and uncover insights without adding complexity. With real-world examples and easy-to-use tips, you will walk away ready to put these tools to work in your own practice.
Money, Mindset & Decision-Making: The Hidden Forces Behind Financial Behavior
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Online
2.00 Credits
Member Price: $69
Financial decisions are rarely driven by numbers alone. Emotions, beliefs, habits and past experiences often influence how people respond to money, even when they know what they should do. This session will help CPAs and finance professionals better understand financial behavior so they can communicate more effectively and guide more intentional decision-making.
Ransomware, AI & the Cost of Doing Nothing: A Cyber Risk Masterclass for Finance Leaders
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Online
2.00 Credits
Member Price: $69
This session will consist of 7 different smaller topics: 1. The New Economics of Cyber Risk Why cyber risk has become a financial problem, not a technical one. 2. Modern Cyber Threats in 2026 A clear, non-technical overview of today's attack landscape. 3. AI for Good: How Finance Teams Can Use AI Securely Not hype, practical, safe AI usage for finance professionals. 4. How Much Cybersecurity Should Cost A financial professional's friendly budgeting framework. 5. Risk Appetite: How Much Risk Are You Willing to Accept? A guided exercise for attendees 6. Incident Response: What Happens When You're Hit A walk through of a real-world ransomware scenario. 7. Practical Takeaways & Tools End with actionable value.
Friday Breakfast Programs Season Pass
Multiple Events Between -
Up to 14.00 Credits
Member Price: $499
Receive the BEST DEAL on Breakfast Programs and register for a Season Pass. A Season Pass is an easy way to register for individual programs all at once - at great cost savings! Options this year include a monthly Wednesday or Friday program Season Pass (or sign up for the Complete Breakfast Programs Season Pass to receive MORE savings). In addition, a three-part series on Tax Planning Strategies for Business, Real Estate & Charitable Contributions is being offered free for members.
Wednesday Breakfast Programs Season Pass
Multiple Events Between -
Up to 12.00 Credits
Member Price: $399
Receive the BEST DEAL on Breakfast Programs and register for a Season Pass. A Season Pass is an easy way to register for individual programs all at once - at great cost savings! Options this year include a monthly Wednesday or Friday Program Season Pass (or sign up for the Complete Breakfast Programs Season Pass to receive MORE savings). In addition, a three-part series on Tax Planning Strategies for Business, Real Estate & Charitable Contributions is being offered free for members.
