WICPA CPE & Special Event Catalog
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. This conference will be held livestream only.
School District Audit Conference Livestream
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Online
7.20 Credits
Member Price: $329
Your Source For Key Updates & Insights On Timely Issues Attend this year's School District Audit Conference to hear directly from the source that sets the auditing standards and procedures for school district audits, as well as highly regarded experts covering important topics such as DPI reporting, beginner single audit basics, the latest GASB updates, legal matters impacting Wisconsin school districts, current issues in business ethics and more. Audience Beginner and advanced auditors of Wisconsin school districts, including partners, principals, shareholders, controllers, accounting and auditing staff, managers and other financial staff will all benefit greatly by attending. This conference will be held livestream only.
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.
MNCPA Audits of Employee Benefit Plans Conference
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Online
8.00 Credits
Member Price: $399
Your Source For Key Updates & Insights On Timely Issues Tackle employee benefit plans with confidence at the MNCPA Audits of Employee Benefit Plans Conference. Dive into case studies on audit pitfalls to avoid common mistakes and apply practical solutions. Gain a deeper understanding of ESOPs and how they differ from typical 401(k) audits. Learn about the various types of audits and identify the tripping points to navigate challenges effectively. Audience CPAs, auditors and other financial professionals who are responsible for auditing employee benefit plans Note: This conference is a partnership with MNCPA. Reconciliation and certificate of attendance will take approximately a week once conference has concluded.
ChatGPT for Tax: Updated Guide to Fast Accurate Tax Research
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Online
2.00 Credits
Member Price: $109
Effective tax research is essential for both accuracy and efficiency -- helping you leave the office on time and avoid late-night stress over unresolved tax questions. Explore how to streamline your tax research process by integrating artificial intelligence with traditional research tools, identifying the right starting point for different scenarios and using advanced strategies to quickly locate and verify key tax information.
Crucial Real Estate Tax Strategies
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Online
0.00 Credits
Member Price: $220
Explore key tax strategies for real estate investors and their advisers. Gain insights into optimizing real estate purchases, navigating passive activity rules -- including exceptions for real estate professionals and short-term rentals -- and leveraging the self-employment tax exception for rental real estate. Learn how to maximize deductions through partial disposition losses, convert nondeductible interest into deductible expenses and execute like-kind exchanges effectively. Unpack the complexities of Airbnb taxation and take a deep dive into claiming bonus depreciation, Section 179 deductions and de minimis deductions on real estate.
Virtual Member Orientation
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Online
0.00 Credits
The virtual member orientation is your opportunity to hear from WICPA Membership Outreach Coordinator, ask questions and learn more about the benefits and tools available to you as a WICPA member. A personal tour of the website will show you how to update your profile, view members-only discounts, use the CPE & Special Event Catalog, and more!
Understanding the Form 990 & Its Preparation Prequisites
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Online
2.50 Credits
Member Price: $135
Navigate the complex world of Form 990 and discover how its structure, definitions and disclosures shape public perception and regulatory oversight. Gain a clear understanding of the form's core components, the triggers for its schedules and the key terms every preparer must know. Learn how to identify data sources within an organization, manage sensitive disclosures and guide board members in understanding what the completed form communicates. Gain the clarity and confidence needed to complete Form 990 accurately and effectively.
Understanding the "Most Common" Form 990 Schedules: A, B & O
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Online
2.50 Credits
Member Price: $135
Master the preparation of Form 990 schedules with practical guidance and actionable insights you can apply immediately. Focus on the three most critical schedules: Schedule A, required for all 501(c)(3) organizations; Schedule B, applicable to many (c)(3)s and certain non-(c)(3)s and Schedule O, where some of the form's most complex disclosures reside. Develop a clear understanding of Schedule A, including its two public support tests, and clarify common misconceptions around donor reporting in Schedule B. Gain insight into Schedule O's most sensitive disclosure requirements, ensuring you can handle its underlying obligations. Leave with the insight needed to prepare these schedules accurately and communicate their implications confidently.
Understanding the Form 990 & Its Preparation Prequisites
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Online
2.50 Credits
Member Price: $135
Navigate the complex world of Form 990 and discover how its structure, definitions and disclosures shape public perception and regulatory oversight. Gain a clear understanding of the form's core components, the triggers for its schedules and the key terms every preparer must know. Learn how to identify data sources within an organization, manage sensitive disclosures and guide board members in understanding what the completed form communicates. Gain the clarity and confidence needed to complete Form 990 accurately and effectively.
Understanding the "Most Common" Form 990 Schedules: A, B & O
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Online
2.50 Credits
Member Price: $135
Master the preparation of Form 990 schedules with practical guidance and actionable insights you can apply immediately. Focus on the three most critical schedules: Schedule A, required for all 501(c)(3) organizations; Schedule B, applicable to many (c)(3)s and certain non-(c)(3)s and Schedule O, where some of the form's most complex disclosures reside. Develop a clear understanding of Schedule A, including its two public support tests, and clarify common misconceptions around donor reporting in Schedule B. Gain insight into Schedule O's most sensitive disclosure requirements, ensuring you can handle its underlying obligations. Leave with the insight needed to prepare these schedules accurately and communicate their implications confidently.
2025 Financial Institutions Conference: Afternoon Sessions
Available Until
Online
3.90 Credits
Member Price: $169
Sessions covered in this On-Demand replay of the Financial Institutions Conference: Artificial Intelligence: Impacts for Community Financial Institutions Artificial Intelligence is one of the newest and most transformative change agents to impact the financial services industry, yet confusion rages about what is truly AI, what are the opportunities and risks of leveraging different types of AI in financial services, and how best to prepare for its impacts -- especially generative AI. In this session, we will review recent developments, introduce a framework for understanding AI in financial services, and examine how generative AI works, including its strengths and limitations. ALM Hot Buttons & Strategies for Success Following a period of dramatic interest rate shifts, what can financial managers expect in 2025? Even if rates stabilize, rebalancing balance sheets will likely be a key priority. This session will also address current liquidity monitoring and stress testing considerations., Ethics & Decision Making This practical guide to ethics explores underlying principles that can lead to better ethical decisions. This includes asking how the increase in remote work and use of artificial intelligence impacts our ethical decision making and accountability. The idea is to create an ethical culture in the workplace. 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.
2025 Financial Institutions Conference: Morning Sessions
Available Until
Online
4.40 Credits
Member Price: $189
Sessions covered in this On-Demand replay of the Financial Institutions Conference: Economic & Financial Markets Outlook What does the crystal ball predict about the new administration's government policy, the economy, and our U.S. equity and fixed-income markets? This session will provide forecasts for 2025 GDP, Fed policy, interest rates and investment opportunities in the fixed-income markets. Navigating Current Tax Developments & Accounting Changes Stay ahead of the curve with the latest tax developments and tax planning strategies. This session covers recent tax law changes, their potential impact on the industry and steps to ensure compliance. Upcoming accounting changes will also be reviewed, including FASB's project on purchased financial assets. Gain practical insights on tax planning, regulatory updates and strategies to keep your business compliant and proactive in an evolving landscape. AML in Fintech: Compliance & Risk Management Essentials This session will explore the risks associated with fintech companies and their banking partners in the context of the Bank Secrecy Act and anti-money laundering regulations. Learn how fintechs can effectively manage compliance risks, implement robust AML programs and navigate the regulatory landscape. Leveraging the Changing Regulatory Environment One of the biggest obstacles to bank performance is regulatory constraints. Understanding and actively managing those constraints can create real strategic advantages for a knowledgeable organization. In this session, a former senior official with the FDIC, will share insider tips and insights into how to manage risk and regulation in the current examination environment. Gain clarity around common misconceptions as the key issues that are top of mind for your examiners are explored. 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.
Ethics & Decision Making (Free to Members)
Available Until
Online
1.50 Credits
This practical guide to ethics explores underlying principles that can lead to better ethical decisions. This includes asking how the increase in remote work and use of artificial intelligence impacts our ethical decision making and accountability. The idea is to create an ethical culture in the workplace. 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.
2025 School District Audit Conference: Afternoon Sessions
Available Until
Online
4.80 Credits
Member Price: $189
Sessions covered in this On-Demand replay of the School District Audit Conference: Understanding & Mitigating the Ethical Risks of Using Generative AI The practical application of artificial intelligence in accounting and auditing is rapidly expanding with the release of powerful applications such as ChatGPT. As a result, professionals face new ethical dilemmas regarding the use of technology in the delivery of their services. This course provides you with a practical framework for addressing the various ethical issues that can arise with the application of AI in your work and how to mitigate the risks. NOTE: This session qualifies for 2.4 credits toward the WICPA membership Ethics CPE requirement. Leveraging AI in Public Financial Management Explore the basics of artificial intelligence and its transformative potential in public financial management. This session will cover the uses, risks and rewards of AI, aiming to demystify complex concepts and practical applications. Real-world examples will show how public leaders have successfully leveraged AI to enhance decision-making and improve transparency. Legal Update: Hot Topics in School District Legal Obligations Gain insights into the latest legal topics impacting Wisconsin public school districts and their impact on loss contingencies for an audit. Presenters will also answer questions from the audience on other school district legal matters. 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.
2025 School District Audit Conference: Morning Sessions
Available Until
Online
5.20 Credits
Member Price: $169
Sessions covered in this On-Demand replay of the School District Audit Conference: DPI Update This session provides auditors with updates affecting 2024-2025 audits. Topics include State Single Audit updates, DPI reporting, auditor compliance with DPI regulatory requirements, and other information relevant to current-year audits. GASB Update The Uniform Guidance changes, beginning with Oct. 1, 2024 federal contracts, are the most sweeping changes since 2014. Experts will discuss threshold changes as well as testing considerations. The GASB update will address the most recent significant GASB pronouncements, including compensated absences, accounting changes and error corrections. WISEGrants & WISEData Finance Explore how financial and grant reports look in WISEGrants and WISEData Finance to a school district, what procedures the district completes throughout the year and at year-end to ensure smooth annual reporting, and how procedures performed or not performed may affect the audit and risk assessment. Beginner Single Audit Basics Understand the basics of school district audits for beginners, including single audits. 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.
Leveraging AI in Public Financial Management (Free to Members)
Available Until
Online
1.20 Credits
Explore the basics of artificial intelligence and its transformative potential in public financial management. This session will cover the uses, risks and rewards of AI, aiming to demystify complex concepts and practical applications. Real-world examples will show how public leaders have successfully leveraged AI to enhance decision-making and improve transparency. 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.
2025 Business & Industry Fall Conference: Afternoon Sessions
Available Until
Online
4.40 Credits
Member Price: $209
Sessions covered in this On-Demand replay of the Business & Industry Fall Conference: Navigating Crosscurrents: Policy, Markets & Themes in the Age of Trump In a hyper-politicized economic environment, investors are confronted with greater analytical challenges than ever before in both complexity and volatility. This session will distill major macro movements into investable opportunities while navigating these challenging times. Solving Staffing Shortages & Work Exhaustion in the CPA Profession Explore the systemic causes of burnout in accounting and actionable strategies to overcome them. You will learn how to reimagine client segmentation, pricing models and operational efficiency to reclaim time, drive profitability and deliver greater impact - especially in leadership roles like controllers and CFOs. This session will empower financial leaders to build scalable, sustainable practices while elevating both team well-being and organizational performance. What's Really Changing in Manufacturing: 9 Truths That Matter Digital transformation isn't just a buzzword, it's reshaping how manufacturers sell, serve and grow. This session will unpack nine key truths that are changing the way modern industrial organizations do business, from shifting buyer behavior to the impact of AI and automation. Backed by data and real-world examples, this session is designed to give leaders new ways of thinking, practical questions to bring back to their teams and a clearer sense of what to prioritize in a fast-moving, competitive market. Hot Tax Practices & Procedures & Ethics Issues & Their Impact on the Industry Practitioner This engaging session will include a discussion on timely tax and ethics issues that every industry tax practitioner should know. You will learn about the latest "hot" IRS practice and procedure and ethics issues, along with the blunders and mistakes practitioners should avoid. This session is particularly relevant, given the recent changes at the IRS and the Wisconsin Department of Revenue. This session qualifies for 1.2 ethics credits toward fulfilling the ethics CPE requirement for CPA license renewal in Wisconsin. 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.
2025 Business & Industry Fall Conference: Morning Sessions
Available Until
Online
3.40 Credits
Member Price: $169
Sessions covered in this On-Demand replay of the Business & Industry Fall Conference: Demystifying AI for Organizational Results Step into the future of work and leadership with this dynamic session that will simplify the complexities of AI and its transformative power for business. This session will cover the latest breakthroughs, actionable strategies and best practices for leaders and workers to harness AI effectively to help you drive innovation, efficiency and growth in your organization. Cybersecurity From the Trenches to the Board Room Cybersecurity is a topic that can consume a 15-week, multi-credit graduate-level course. This session will dial the topic down from 15 weeks to an exciting and interesting hour of the latest trends and news from the "trenches" of professional services, specifically addressing what keeps CEOs and board members awake at night as we all fight the current cyber battle and look to defend against emerging AI threats. Tax Update: Key Legislative Developments & Planning Implications As the details of a new federal tax bill begin to emerge, accountants need to be prepared for the practical implications of what could be the most sweeping changes in recent years. As the expiration of key provisions from the Tax Cuts and Jobs Act approaches, finalized legislation - or a near-final version - is expected to impact individuals, businesses and estate planning strategies heading into 2026. This session will provide a detailed overview of the latest tax policy developments, including finalized provisions or negotiated compromises in the proposed legislation. Topics include changes to business deductions, pass-through taxation, energy-related incentives, and estate and gift tax thresholds. It will also explore how these changes may affect year-end planning strategies and outline the broader implications for advisory and compliance work as accountants help clients adapt to a changing tax environment. 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.
Demystifying AI for Organizational Results (Free to Members)
Available Until
Online
1.20 Credits
Step into the future of work and leadership with this dynamic session that will simplify the complexities of AI and its transformative power for business. This session will cover the latest breakthroughs, actionable strategies and best practices for leaders and workers to harness AI effectively to help you drive innovation, efficiency and growth in your organization. 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.
