WICPA CPE & Special Event Catalog
Auditing Standards Update & Best Practices 26-27
-
Online
4.00 Credits
Member Price: $175
In every audit, the auditor must identify and assess the risks of material misstatement in the financial statements, whether due to fraud or error. This process includes understanding the entity and its environment, including its internal control, thereby providing a basis for designing and implementing responses to the assessed risks of material misstatement. This program explores efficient ways to conduct audits (primarily for private companies), including discussing the applicable standards and their requirements.
Individual Income Tax Update
-
Madison
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. Online Option For those looking to attend online, an upcoming Individual Income Tax Update will also be offered on Jan. 8, via WICPA CPE Livestream.
Documenting Your EBP Audit: What You Need to Know
-
Online
8.00 Credits
Member Price: $319
What you document matters. Understanding different parts of the employee benefit plan (EBP) audit process can help you think holistically about your level of audit documentation. You'll learn the appropriate level of documentation when performing EBP audit procedures, which involves testing items that are not typically tested in audits of other types of entities. Real-life examples You'll also gain insights from real-life examples and solutions as you are guided by a former employee benefit plan expert panel member and peer reviewer. Additionally, reviewing these examples will help you truly understand documentation in an EBP audit and learn best practices for documentation to incorporate into your audits.
Turning Employee Voices Into Actionable Results: The Power of Stay Conversations
-
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
-
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.
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
-
Online
3.00 Credits
Member Price: $149
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under tested income (formerly known as global intangible low-taxed income or GILTI), Subpart F and passive foreign investment company (PFIC) regimes. These computations have been updated to reflect changes enacted by the One Big Beautiful Bill Act (OBBBA). The case study will further evaluate the tax impact of subsequent distributions from the foreign corporation and sales of its stock. A compare-and-contrast approach will highlight the different outcomes of these regimes for individuals and for C corporations, empowering participants to advise their clients on the most tax-efficient way to structure their foreign investments.
Money, Mindset & Decision-Making: The Hidden Forces Behind Financial Behavior
-
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
-
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.
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
-
Online
3.00 Credits
Member Price: $149
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under tested income (formerly known as global intangible low-taxed income or GILTI), Subpart F and passive foreign investment company (PFIC) regimes. These computations have been updated to reflect changes enacted by the One Big Beautiful Bill Act (OBBBA). The case study will further evaluate the tax impact of subsequent distributions from the foreign corporation and sales of its stock. A compare-and-contrast approach will highlight the different outcomes of these regimes for individuals and for C corporations, empowering participants to advise their clients on the most tax-efficient way to structure their foreign investments.
Documenting Your EBP Audit: What You Need to Know
-
Online
8.00 Credits
Member Price: $319
What you document matters. Understanding different parts of the employee benefit plan (EBP) audit process can help you think holistically about your level of audit documentation. You'll learn the appropriate level of documentation when performing EBP audit procedures, which involves testing items that are not typically tested in audits of other types of entities. Real-life examples You'll also gain insights from real-life examples and solutions as you are guided by a former employee benefit plan expert panel member and peer reviewer. Additionally, reviewing these examples will help you truly understand documentation in an EBP audit and learn best practices for documentation to incorporate into your audits.
Employee Benefit Plans Auditing & Accounting Update
Available Until
Online
1.00 Credits
Member Price: $49
New auditing standards may require changes in your firm's audit methodology, especially in performing EBP audit risk assessments. Look at recent auditing standards (SAS No. 142-145) that may impact the 2024 ERISA employee benefit plan audit season. Make sure you're up to date with new auditing and accounting guidance so your audits are conducted in accordance with professional standards and carried out efficiently and effectively. Find out when additional documentation is required and get tips to reduce the risk of deficient audits. Come away with valuable insights and a broader perspective on how others are implementing the new standards. This session was recorded on June 14,2024 at the Employee Benefit Plans Audit Virtual Conference.
Fraud Stories: The Tricolor Collapse
Available Until
Online
2.00 Credits
Member Price: $69
Fraud Stories: January 2026 examines the rise and collapse of Tricolor, a fast-growing subprime auto lender, to uncover how fraud can develop and persist within complex financial systems. Through a detailed case study, participants will explore how aggressive growth, weak internal controls and reliance on opaque lending structures enabled practices such as double pledging and data manipulation. The course highlights key warning signs, audit challenges and systemic risks in private lending and securitization markets, providing practical insights into how fraud can be detected, prevented and understood within real-world financial environments. Recorded January, 2026.
Surgent's Accounting, Audit & Attest Update for Practitioners with Small-Business Clients
Available Until
Online
8.00 Credits
Member Price: $159
Specifically tailored for practitioners who not only perform audits but also provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, auditing and SSARS standards, including SAS 145 and the quality management standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the new guidance. Following the release of the FASB's final PIR report for ASC 606, Revenue, in December of 2024, we do a deep dive into the complex revenue recognition standard and findings of the PIR report, review common special purpose frameworks and discuss the new quality management standards for audits and SSARS engagements. This course will get you up to speed on the things that are most important to your small and medium-sized clients. Note: This is a downloadable self-study course.
Surgent's Best Practices in Not-for-Profit Accounting & Reporting
Available Until
Online
4.00 Credits
Member Price: $129
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 15 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.Note: This is an on-demand webcast self-study course.
Surgent's Best Practices in Not-for-Profit Accounting & Reporting
Available Until
Online
4.00 Credits
Member Price: $79
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.Note: This is a downloadable self-study course.
Surgent's Build Professional Relationships to Enhance Your Career: Authentic Networking
Available Until
Online
1.00 Credits
Member Price: $49
Networking can be a game changer but is too often viewed as a self- promotion tool that is not natural for most people. When one flips the context and instead views it as a way to help and support others while also improving professional relationships and ultimately enhancing career opportunities, the results are undeniable! This seminar provides participants with techniques to feel comfortable and confident in every networking setting from large conferences to one-on-one encounters. Both external and internal (within the company or firm) strategies are covered. Note: This is an on-demand webcast self-study course.
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
Available Until
Online
3.00 Credits
Member Price: $54
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under tested income (formerly known as global intangible low-taxed income or GILTI), Subpart F and passive foreign investment company (PFIC) regimes. These computations have been updated to reflect changes enacted by the One Big Beautiful Bill Act (OBBBA). The case study will further evaluate the tax impact of subsequent distributions from the foreign corporation and sales of its stock. A compare-and-contrast approach will highlight the different outcomes of these regimes for individuals and for C corporations, empowering participants to advise their clients on the most tax-efficient way to structure their foreign investments.Note: This is an on-demand webcast self-study course.
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.
