WICPA CPE & Special Event Catalog
Business & Industry Spring Conference Livestream
-
Online
7.70 Credits
Member Price: $329
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.
Multistate Tax Trends: Interstate Insights & Regional Perspectives
-
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.
Virtual Member Orientation
-
Online
0.00 Credits
The virtual member orientation is your opportunity to hear from WICPA President & CEO, 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!
Communicating Financial Concepts to Non-Accountant
-
Online
2.40 Credits
Member Price: $69
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers and ordinary employees so they understand your message.
2025 Business & Industry Spring Conference Afternoon Sessions
Available Until
Online
2.40 Credits
Member Price: $129
Sessions covered in this On-Demand replay of the Business & Industry Spring Conference: Creating & Leading Accountable Teams Gain a new perspective of what accountability is, how it can be managed and why holding someone accountable is a myth. More importantly, you will have a deeper insight as to what is required for a team to function and then ultimately become accountable. Finally, there will be a deep dive into the five ways around which real issues can be dealt with on a team and which of these will help you create an adult organization as opposed to the parent/child dynamic most organizations operate from. Ethical AI Practices: Ensuring Responsible Use As organizations begin to leverage the power of generative AI, there are many ethical implications that come along with its use. This session will review these implications and provide practical guidelines for mitigating them. 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 Spring Conference Morning Sessions
Available Until
Online
3.40 Credits
Member Price: $179
Sessions covered in this On-Demand replay of the Business & Industry Spring Conference: Economic & Capital Market Outlook Review the current market environment and the 2025 economic outlook, featuring a presentation from the UBS Chief Investment Office. Mastering Microsoft Copilot AI Learn how to leverage the power of AI in your Microsoft 365 ecosystem. Through live demonstrations, you will see how Copilot AI's practical applications can improve your daily workflow. This session will help you evaluate the potential value of the Copilot subscription fee. AI: The CPAs Guide to Navigating the New Frontier Generative AI is transforming the way business operates. This session will explore practical applications for research, learning, workflow automation, data analysis and more. 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.
Creating & Leading Accountable Teams (Free to Members)
Available Until
Online
1.20 Credits
Gain a new perspective of what accountability is, how it can be managed and why holding someone accountable is a myth. More importantly, you will have a deeper insight as to what is required for a team to function and then ultimately become accountable. Finally, there will be a deep dive into the five ways around which real issues can be dealt with on a team and which of these will help you create an adult organization as opposed to the parent/child dynamic most organizations operate from. 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: 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.
2025 Not-for-Profit Accounting Conference: Afternoon Sessions
Available Until
Online
4.50 Credits
Member Price: $189
Sessions covered in this On-Demand replay of the Not-for-Profit Accounting Conference: Generative AI for CPAsGenerative AI is transforming how we work -- are you using it yet? This engaging session will cover the basics of generative AI, explore its capabilities, and discuss practical ways to integrate it into your work to save time and spark creativity. The Federal Budget ProcessThe federal fiscal landscape is constantly in the news, ranging from budget deficits and ballooning debt to budget cuts and spending bills. But how does it all work together? Or does it? And why should you care? This eye-opening session will provide a brief overview of the federal budget process and examine how this process works at the department level. It will also give you a better appreciation of federal fiscal processes, help you understand some of the challenges facing Congress and the executive branch, and provide best practices for governmental and non-governmental entities. Essential Knowledge for Nonprofit Boards & ExecutivesThe knowledge of nonprofit boards and executives is essential because it directly affects the organization's effectiveness in maximizing its mission impact. This session will discuss effective leadership and how it fosters transparency and accountability, which builds trust with donors and the community. Current Issues in Business EthicsWhat ethical challenges are CPAs facing today? This session will analyze real-world case studies and review rules applicable to CPAs. This session qualifies for 1 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 Not-for-Profit Accounting Conference: Morning Sessions
Available Until
Online
4.00 Credits
Member Price: $169
Sessions covered in this On-Demand replay of the Not-for-Profit Accounting Conference: Accounting, Auditing & Tax UpdateThis informative session will highlight the latest developments in nonprofit accounting, audit standards and tax regulations. You will learn about recently issued pronouncements, clarifications on prior standards and considerations for the future. Economic & Financial Market Outlook: Guideposts Beneath Chaos Washington's federal fiscal policies on taxing, spending, regulation and foreign trade have shifted dramatically in recent months, and the Federal Reserve's independence in setting interest rates to implement monetary policy has been challenged. Can inflation keep declining? Will interest rates fall or rise? Have stock prices reached the "irrationally exuberant" level from which decline is inevitable? Will federal deficits diminish or remain a threat to future living standards? This session will explain what the most reliable indicators point to and what it all means for you in 2025 and beyond. Modern Accounting Systems for Nonprofits & Implementation InsightsAs nonprofits grow and evolve, so do their financial management needs. This session will explore how modern accounting systems are transforming the way nonprofit organizations manage their finances. Drawing from real-world evaluation experiences, you will gain insights into what nonprofits should consider when assessing new accounting software, common implementation challenges and how to set the stage for long-term success. Whether you're exploring a system upgrade or simply curious about what's possible, this session will offer practical guidance to help you move forward with confidence. 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.
Current Issues in Business Ethics (Free to Members)
Available Until
Online
1.00 Credits
What ethical challenges are CPAs facing today? This session will analyze real-world case studies and review rules applicable to CPAs. This session qualifies for 1 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 Tax Conference: Day 1 Afternoon Sessions
Available Until
Online
7.80 Credits
Member Price: $299
Sessions covered in this On-Demand replay of the Tax Conference: Social Security Planning & StrategiesNavigating Social Security can feel overwhelming, but understanding the rules and strategies can make a big difference for your retirement. This session will cover the basics of Social Security benefits, including recent legislative updates from the OBBBA and practical claiming strategies, particularly for couples who can maximize dual benefits. This session will also clarify common misconceptions, such as how your earnings history is calculated, and provide you with a clearer understanding of how to approach Social Security with confidence. State Income Tax Considerations of Pass-Through Entity Tax Filings (Composite, Withholding & PTET)This session will explore the nuanced differences between composite returns, withholding requirements and pass-through entity tax filings, with a particular focus on the state of Wisconsin. You will gain an in-depth understanding of PTET, including the election process, calculation of the taxable income base, applicable credits, partner/shareholder-level reporting, and the interplay with composite and withholding obligations. This session will also address key factors to consider when making the PTET election and highlight recent audit issues encountered in Wisconsin. BBB Breakdown: Impact Your Clients' CashflowBig changes are here -- and they mean real money for your clients! This session breaks down changes to two powerful federal incentives your clients may already qualify for: the Section 41 R&D tax credit and the 179D energy-efficient commercial building deduction. With the recent passage of the OBBBA, R&D costs can once again be fully expensed, and 179D now comes with a firm expiration date. That means the window to claim incentives for past work and plan for future years is officially open ... but it will not stay that way for long. In this session, you will learn how to uncover hidden value in the work your clients are already doing, revisit past projects for potential refunds, and plan with your clients to maximize their profits. Navigating Real Estate Taxes: Concepts & Strategies for CPAsThis session will guide CPAs in real estate tax fundamentals, such as entity selection, income tax forms and schedules, depreciation methods, passive activity rules, and real estate professional guidelines. You will gain insights into recent legislative updates, including OBBBA items relevant to real estate clients, and leave with actionable strategies to maximize deductions and client planning. OBBBA in Action: Strategic Tax Planning With Energy Incentives & Bonus DepreciationGet a strategic overview of how the OBBBA reshapes tax planning opportunities through enhanced cost segregation and energy incentives. This session will explore key provisions, including the reinstatement of 100% bonus depreciation, expanded Section 179 deductions, and updates to energy-related incentives. You will learn how to maximize tax benefits for commercial and residential properties, navigate prevailing wage and apprenticeship requirements, and align construction timelines with incentive phase-outs. This session will use real-world case studies and planning strategies to help businesses optimize their tax positions under the new law. Tax Challenges in M&A Structuring & Pre-Closing ReorganizationsBusiness sale transactions have long been characterized for income tax purposes as "asset or equity" deals. While that framework remains, pre-closing restructuring and closing structures within this simple paradigm have become the norm -- particularly in small business M&A transactions involving private equity buyers. This session will address F reorganizations, other preclosing restructurings, rollovers, debt-financed acquisitions, and other structuring or restructuring income tax issues. This session will also analyze the related sale transaction and the needed income tax protections from the seller's perspective. Hot Tax Practice & Procedure & Ethics Issues & Their Impact on the PractitionerThis engaging session will include a discussion on timely tax and ethics issues that every 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. 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.
