WICPA CPE & Special Event Catalog
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
2026 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: Signals & Shifts: Understanding Today's Economy From Global Trends to Wisconsin Reality Economic conditions continue to evolve across global, national and regional markets. You will gain a clear, big picture view of the economic signals shaping today’s environment and how they connect to Wisconsin’s economy. Alongside key global, U.S. and state trends, you’ll learn how Wisconsin is being viewed by investors, companies and markets beyond its borders — and what that positioning may mean for future opportunity. Cybersecurity: A Guide to Protecting Yourself & Your Business Cybersecurity threats often stem from everyday habits rather than sophisticated technical attacks, making employees the first line of defense. This session will explore common security risks, real-world examples of both emerging and persistent cyber threats, and the growing impact of AI in the workplace. You will learn practical strategies to reduce risk, establish effective AI guardrails, encourage secure behaviors, implement a cybersecurity checklist and build an AI program that delivers a strong return on investment. Federal Tax Update & Review of the One Big Beautiful Bill Act Stay current on the latest federal tax developments, including key provisions of the One Big Beautiful Bill Act and their implications for businesses. This session will review recent IRS guidance, tax cases and planning opportunities as well as highlight certain strategies to maximize tax savings, avoid common pitfalls and prepare for effective tax planning in 2026 and beyond. 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 Fall Conference: Afternoon Session
Available Until
Online
4.40 Credits
Member Price: $219
Sessions covered in this On-Demand replay of the Business & Industry Fall Conference: AI Integration: Governance, Risk, Controls & AccountabilityAs AI becomes embedded in financial reporting processes, organizations must rethink governance, risk and internal controls. This session will explore how generative and agentic AI introduce new risks, including autonomy, opacity and model change. You will leave this session with actionable insights to strengthen accountability, manage risk and enable responsible AI adoption.Using the EOS Program: A GuideDiscover how the Entrepreneurial Operating System can help leadership teams create greater clarity, accountability and traction. You will get an overview of the EOS framework and learn practical strategies for overcoming common challenges related to people, execution, communication and growth. Learn how to align your organization around a shared vision by improving accountability, strengthening team health and building healthier, more scalable businesses. Talent Strategies for the Modern WorkforceGain insights into the latest hiring, retention and workforce trends shaping the accounting profession, including leadership mobility, flexible work models and the growing use of interim and project-based talent. This session will also explore how AI and emerging technologies are transforming finance and accounting roles, influencing hiring priorities and increasing the need for digitally fluent leadership. You will leave with practical strategies for attracting, retaining and developing top accounting and finance talent in a rapidly evolving business environment.In the Crosshairs: Accountant Liability IssuesThis 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.
Talent Strategies for the Modern Workforce (Free to Members)
Available Until
Online
1.00 Credits
Gain insights into the latest hiring, retention and workforce trends shaping the accounting profession, including leadership mobility, flexible work models and the growing use of interim and project-based talent. This session will also explore how AI and emerging technologies are transforming finance and accounting roles, influencing hiring priorities and increasing the need for digitally fluent leadership. You will leave with practical strategies for attracting, retaining and developing top accounting and finance talent in a rapidly evolving business environment. 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.
2026 Not-For-Profit Accounting Conference: Afternoon Sessions
Available Until
Online
4.50 Credits
Member Price: $199
Sessions covered in this On-Demand replay of the Not-for-Profit Accounting Conference: Economic & Financial Market Outlook: Possibilities & ProbabilitiesWashington’s federal fiscal policies on taxing, spending, regulation and foreign trade have shifted dramatically recently and near-term elections could add confusion about future trends. The Federal Reserve’s independence in setting interest rates to implement monetary policy remains under threat and its new leadership faces many questions. Will inflation decline without interest-rate increases that could trigger a recession? Could AI support a sustained economic boom? Have stock prices reached the “irrationally exuberant” level from which bear-market decline has become inevitable? Will federal deficits diminish or remain a threat to future living standards? Learn what the most reliable indicators point to and what it all means for us in the years ahead.AI & CybersecurityAI is ushering in a new era of cybersecurity risks. This session will provide an overview of emerging threats and practical guidance for preparing your organization and its employees. Learn to take the steps you need to better identify and address evolving cybersecurity risks. Investment Policy Best PracticesA well-designed investment policy statement provides a framework for managing an organization’s investments while balancing flexibility and control. This session will cover the key components of a strong investment policy statement and provide guidance on developing a policy that supports effective investment management and meets audit requirements. Ethical AI Practices for CPAs: Ensuring Responsible UseGenerative AI offers significant opportunities, but its use also raises important ethical considerations. Explore the potential risks and ethical dilemmas associated with generative AI and get guidance on responsible and compliant use. Learn how to balance innovation with professional and ethical obligations while maintaining trust, integrity and accountability. 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 Not-For-Profit Accounting Conference: Morning Sessions
Available Until
Online
5.00 Credits
Member Price: $219
Sessions covered in this On-Demand replay of the Not-for-Profit Accounting Conference: Audit, Accounting & Tax UpdateGet the latest updates on key accounting and auditing topics, including artificial intelligence, CECL, Government Auditing Standards and the Uniform Guidance. You will also get tax updates affecting tax-exempt organizations, including proposed changes to Form 990, additional disclosure requirements, energy credits and other important developments. What Story Is (or Isn’t) Your 990 Telling: An Executive Summary of the IRS Form 990Form 990 provides stakeholders with valuable insight into a nonprofit organization, and its information is more accessible than ever. This session will examine key areas of the Form 990 that management should understand and emphasize, as well as how the information reported on the form relates to other reporting and disclosure requirements. You will gain a better understanding of what your organization’s Form 990 communicates to donors, regulators and other stakeholders.The Candidate Experience: Your Employer Brand in ActionThe candidate experience can have a lasting impact on an organization’s employer brand. This session will explore why the candidate experience matters and examine often-overlooked aspects of the hiring process. Learn how candidates can become customers, influencers and future applicants, and why every interaction with candidates matters. Fundraising EventsFundraising is essential to nonprofit sustainability, but accounting for fundraising events can be complex. This session will explore how to properly recognize revenue and apply financial reporting best practices. Get practical insights for aligning fundraising activities with financial records and avoiding common pitfalls to promote accurate, transparent reporting. 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.
Ethical AI Practices for CPAs: Ensuring Responsible Use (Free to Members)
Available Until
Online
1.00 Credits
Generative AI offers significant opportunities, but its use also raises important ethical considerations. Explore the potential risks and ethical dilemmas associated with generative AI and get guidance on responsible and compliant use. Learn how to balance innovation with professional and ethical obligations while maintaining trust, integrity and accountability. 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.
