WICPA CPE & Special Event Catalog
2026 Financial Institutions Conference: Afternoon Sessions
Available Until
Online
4.70 Credits
Member Price: $229
Sessions covered in this On-Demand replay of the Financial Institutions Conference: ALCO Reimagined ALCO meetings have understandably taken a back seat to more pressing items as financial institutions have had to navigate multiple black swan events. Now that the dust has settled and we enter a "new" operating environment, it is time to challenge the sometimes-stale ALCO agendas and reimagine the focus of your quarterly meetings. This session will highlight best practices for evolving your quarterly ALCOs away from a regulatory-driven, check-the-box exercise into a standing-room-only meeting focused on driving strategy. The Return of Bank M&A: Understanding New Market Trends & How They Should Shape Your Strategic Thinking After several years of muted activity, bank M&A came back to life in 2025. This session will walk you through the current state of play in bank M&A. In addition to a review of recent transactions and metrics, this session will cover the tailwinds and headwinds expected to fuel continued M&A activity in 2026. From Generative AI to Agentic Intelligence: What Financial Leaders Need to Know This session will cover how AI is transforming banking operations, and the differences between generative, agent-based and enterprise-grade AI solutions. Learn how organizations can responsibly adopt AI through strong governance, risk management and ethical frameworks. You will leave this session with clarity on real-word AI use cases, future AI trends and actionable steps to assess readiness, mitigate risk and align AI initiatives with regulatory and business expectations. In the Crosshairs: Accountant Liability Issues This session will take a look at various issues and ethical choices CPAs face on a regular basis along with a review of codes of conduct and the legal ramifications for crossing ethical lines. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
2026 Financial Institutions Conference: Morning Sessions
Available Until
Online
4.40 Credits
Member Price: $209
Sessions covered in this On-Demand replay of the Financial Institutions Conference: A Guide to the Markets What does the crystal ball predict about the new administration's government policy, the economy and the U.S. equity and fixed-income markets? This session will provide forecasts for 2026 GDP, Fed policy, interest rates and investment opportunities. Building the Next Generation of Financial Services with Digital Assets This session will explore the next frontier of financial services, break down the shift toward digital assets -- including stablecoins and tokenized payments -- and demonstrate real-world use cases that are changing the way individuals and organizations interact with money. Rethinking Credit Union Profitability: From Branch Performance to Channel Economics Traditional branch level profitability models often rely on assigning members to a single "home" branch -- an increasingly arbitrary and misleading assumption in today's environment where members interact through multiple digital and physical channels. In this session, you will be introduced to a modern profitability framework that evaluates performance through channels, not branches. You will learn how shifting to a channel based model more accurately reflects real member behavior, improves decision making, aligns financial reporting with strategic priorities and provides clearer insight into which delivery channels truly drive value. You will leave with actionable methods to update your internal reporting, enhance transparency and better support strategic planning across your lending, retail and digital teams. Tax & Accounting This timely session will review recent GAAP and federal and state tax law changes and their impact on financial reporting. You'll also get an overview of enacted and proposed changes for 2026 and beyond -- along with guidance on how your accounting teams can start preparing now. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
In the Crosshairs: Accountant Liability Issues (Free to Members)
Available Until
Online
1.50 Credits
This session will take a look at various issues and ethical choices CPAs face on a regular basis along with a review of codes of conduct and the legal ramifications for crossing ethical lines. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
