WICPA CPE & Special Event Catalog
2025 Accounting Technology Conference Morning Sessions
Available Until
Online
4.20 Credits
Member Price: $199
Sessions covered in this On-Demand replay of the Accounting Technology Conference: Technology Update: Emerging Trends That MatterDive into the pivotal technology trends reshaping the accounting profession. This session will cover an extensive range of topics, including cloud computing, big data, data analytics, artificial intelligence (AI), cryptocurrency, blockchain technology and the metaverse. You will also get an update on the current market for cloud-based accounting/ERP and personal productivity software. Designed for forward-thinking professionals, this session offers insights into how these technologies impact your business, your firm, your clients, and most importantly, your career. Stay ahead in your field by understanding these emerging technologies and their practical applications in business. Microsoft 365: Supercharging CPA ProductivityUnlock the full potential of Microsoft 365 in this dynamic breakout session tailored for CPAs across diverse specialties, including tax, auditing, technology, wealth advising, and more. You will learn to uncover the hidden gems of Microsoft 365 that can elevate your productivity and streamline your processes. Learn practical tips and innovative strategies to leverage the suite's powerful tools more effectively, ensuring you get the most out of your daily software use. Whether you're looking to enhance collaboration or optimize task management, this session will equip you with the knowledge to transform your practice. AI-Powered Excel: Transforming Workflows With CopilotThis session provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling you to accomplish tasks faster, more accurately, and with less manual effort. Whether you're a seasoned Excel user or just beginning your journey, this session will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you will see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. 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.
Microsoft 365: Supercharging CPA Productivity (Free to Members)
Available Until
Online
1.50 Credits
Unlock the full potential of Microsoft 365 in this dynamic breakout session tailored for CPAs across diverse specialties, including tax, auditing, technology, wealth advising, and more. You will learn to uncover the hidden gems of Microsoft 365 that can elevate your productivity and streamline your processes. Learn practical tips and innovative strategies to leverage the suite's powerful tools more effectively, ensuring you get the most out of your daily software use. Whether you're looking to enhance collaboration or optimize task management, this session will equip you with the knowledge to transform your practice. 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 Business & Industry Spring Conference Afternoon Sessions
Available Until
Online
4.20 Credits
Member Price: $209
Sessions covered in this On-Demand replay of the Business & Industry Spring Conference: Decoding Automation: From Ideas to Reality In an era of tight margins and workforce challenges, automation is no longer optional. This session is designed for financial leaders who need to drive operational efficiency now. Learn the fundamental tools and strategies to relieve margin pressure, solve labor shortages and remain competitive. Move beyond theory and learn how to build a practical, results-driven automation blueprint for your organization. . Cash Management: Day-to-Day Best Practices You may not currently manage cash, but cash management skills are likely to affect your future advancement. Poor liquidity kills organizations, but strong liquidity allows them to grow. This session will help you develop your cash management skills to make you indispensable. Build Better Budgets: Fundamental Techniques & Best Practices Enhance the preparation and utilization of your budgets with a renewed understanding of popular techniques and fundamental budgeting concepts. In this session, you will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control. Resolving Ethical Conflicts At some point in their career, every financial manager will face the choice of doing the right thing or taking the easy way out. Skillful handling of an ethical conflict can make a big difference in your career's trajectory. Learn how to turn a situation around and get others to do the right thing. 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 Business & Industry Spring Conference Morning Sessions
Available Until
Online
3.50 Credits
Member Price: $169
Sessions covered in this On-Demand replay of the Business & Industry Spring Conference: Economic & Market Trends: Post-Pandemic Normalization Explore the economic and market post-pandemic landscape through a series of important charts. This session will review inflationary forces, fiscal policy observations, employment trends, housing and interest rates. By the end, you will know how to frame the current structure of the stock market by examining valuation and earnings. Advanced Excel: Hidden Secrets & Gems Dive into the powerful -- yet often underutilized -- capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this session encourages you to challenge the status quo by taking ordinary spreadsheets to the next level. Modern Finance, Smarter Tools: Practical AI for Decision-Makers In a world where finance teams are still stitching together pivot tables and manual charts from ERP exports, there's a smarter, faster and more strategic way forward. Explore how today's finance leaders can harness the power of AI and modern data tools to elevate reporting, forecasting and decision-making. This session will highlight real-world, practical applications of AI designed specifically for CFOs and finance professionals. Whether you're Excel-savvy or just tech-curious, this session will open the door to what's possible when you streamline your data flows and embrace AI for finance. 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.
Resolving Ethical Conflicts ( Free to Members)
Available Until
Online
1.20 Credits
At some point in their career, every financial manager will face the choice of doing the right thing or taking the easy way out. Skillful handling of an ethical conflict can make a big difference in your career's trajectory. Learn how to turn a situation around and get others to do the right thing.
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.
2026 School District Audit Conference: Afternoon Sessions
Available Until
Online
3.60 Credits
Member Price: $189
Sessions covered in this On-Demand replay of the School District Audit Conference: Legal Update: Hot Topics in School District Legal Matters Get the latest legal matters impacting Wisconsin public school districts, including emerging fraud and cybersecurity issues. You will also learn about the heightened scrutiny surrounding educator misconduct investigations. Current Issues in Business Ethics Stay up to date on the latest business ethics issues affecting today's companies and organizations. You will leave with takeaways from real-world ethical violations involving accounting and finance professionals. NOTE: This session qualifies for 2.4 credits toward the WICPA membership Ethics CPE requirement. 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 School District Audit Conference: Morning Sessions
Available Until
Online
5.40 Credits
Member Price: $289
Sessions covered in this On-Demand replay of the School District Audit Conference: DPI Update This session will provide auditors with updates affecting 2025-2026 audits. You will get an overview of recent State Single Audit Guide updates, DPI reporting, auditor compliance with DPI regulatory requirements and other information pertinent to current year audits. GASB Update This session provides a focused examination of GASB Statement Nos. 103, 104 and 105 with insights into their most significant changes and practical implications for state and local governments. This session will break down the new guidance on financial reporting model improvements, disclosure of certain capital assets and financial reporting for subsequent events. Beginner Single Audit Basics This session breaks down the essentials of school district audits -- from understanding the fundamentals of single audits to navigating DPI Reporting Portals and the Wisconsin Uniform Financial Accounting Requirements (WUFAR). You will review the basic processes for coordinating, planning, testing and reporting a single audit for school districts, along with an introduction to the Federal OMB 2025 Compliance Supplement - 2 CFR Part 200 Appendix XI and the Wisconsin State Single Audit Guidelines. 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.
GASB Update (Free to Members)
Available Until
Online
1.80 Credits
This session provides a focused examination of GASB Statement Nos. 103, 104 and 105 with insights into their most significant changes and practical implications for state and local governments. This session will break down the new guidance on financial reporting model improvements, disclosure of certain capital assets and financial reporting for subsequent events. 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
