WICPA CPE & Special Event Catalog
2025 Accounting & Auditing Conference: Afternoon Sessions
Available Until
Online
4.60 Credits
Member Price: $199
Sessions covered in this On-Demand replay of the Accounting & Auditing Conference: Why CPAs Lose Clients to Financial Advisors & How to Prevent ItConsumers today are seeking proactivity, not just compliance. While the CPA is often viewed as the most trusted advisor, that paradigm is shifting to financial advisors. Consumers want more sophisticated strategies, a proactive approach, and a plan that connects all the dots between tax, legal, investments, risk management, and family governance. This session will provide you with actionable items to help you increase collaboration with other professionals, achieve better outcomes for clients, and improve retention and business development AI & Excel: Practical Tools & Insights for AccountantsAI-focused headlines are everywhere, but what does it really mean for the work of accountants today? This session will cut through the hype and focus on what matters most. You will learn how AI and Excel can work together to save time, reduce errors, and uncover insights without adding complexity. With real-world examples and easy-to-use tips, you will walk away ready to put these tools to work in your own practice. The Onboarding Experience: Making a Lasting ImpressionIn this interactive session, you will learn and share best practices for developing or refining an impactful onboarding experience. Using practical insights, relevant statistics, and a focus on balancing a positive new hire experience with internal efficiency, you will participate in a hands-on exercise and leave with a takeaway document that incorporates your organization's core values. 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.
2025 Accounting & Auditing Conference: Morning Sessions
Available Until
Online
3.90 Credits
Member Price: $169
Sessions covered in this On-Demand replay of the Accounting & Auditing Conference: Economic & Financial Market Outlook: Trends Beneath ChaosUncertainty is high worldwide. Washington's federal fiscal policies on taxing, spending, regulation and foreign trade have been shifting sharply and often. The Federal Reserve's independence in setting interest rates is under challenge, and its policies have changed. Can inflation decline and stay low? Will interest rates fall or rise? Have stock prices reached the "irrationally exuberant" level from which a bear market decline has become inevitable? Will federal deficits diminish or remain a threat to future living standards? Explore what the most reliable indicators predict for 2026 and beyond. Planning Opportunities with the New Tax LawThis session will provide an overview of H.R. 1, commonly known as the One Big Beautiful Bill Act, and dive into the key provisions affecting businesses and individuals. Stay Ahead of the Curve: FASB Updates That MatterAccounting standards never stand still -- and neither should you. This session will break down the most important FASB updates, what's coming next, and how these changes could impact your financial 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.
Stay Ahead of the Curve: FASB Updates That Matter (Free to Members)
Available Until
Online
1.20 Credits
Accounting standards never stand still -- and neither should you. This session will break down the most important FASB updates, what's coming next, and how these changes could impact your financial 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.
2025 Accounting Technology Conference Afternoon Sessions
Available Until
Online
3.70 Credits
Member Price: $179
Sessions covered in this On-Demand replay of the Accounting Technology Conference: From Numbers to Narratives: Mastering Data Analysis for CPAsIn today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers; they must also serve as insightful interpreters of data. In an era where data is king, this session is your gateway to becoming a savvy data analyst with a competitive edge in your field. This session will guide you through the intricacies of making complex data analysis approachable and engaging. You will learn the all-important data analysis process flow that will take you from collecting data to making insightful decisions. It's not just about learning a tool -- it's about enhancing your professional identity as a forward-thinking accounting professional. Power BI in Practice: Building End-to-End Analytics SolutionsThis session takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. Learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. The session also focuses on utilizing advanced features of Power BI services to move beyond basic data models and create advanced solutions tailored to real-world business needs. By the end of the session, you'll be able to synthesize all your Power BI skills to design and deliver powerful analytics solutions tailored to any audience. Ask the Experts: Panel Discussion on Emerging TechnologiesIn this unique panel-style session, you'll have the opportunity to get your burning questions answered by leading experts on all things related to emerging CPA technologies. The session will also include a series of online polling questions to identify key technological challenges facing CPAs and ways to address 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 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.
