WICPA CPE & Special Event Catalog
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.
2025 Tax Conference: Day 1 Morning Sessions
Available Until
Online
3.60 Credits
Member Price: $119
Sessions covered in this On-Demand replay of the Tax Conference: 2025 Federal Tax Update: Unpacking OBBBA Part I Whether you asked for it or not, the OBBBA is here -- and it's not simple taxation! This session will address the meat of the bill that matters the most to your clients, including critical TCJA extensions, a new senior deduction, SALT cap changes, the "no tax on tips" deduction, and more. 2025 Federal Tax Update: Unpacking OBBBA Part II This session will delve deeper into the key aspects of the OBBBA, including changes to the Section 199A deduction, doubled Section 179 deduction, the 100% bonus depreciation under Section 168(k), research expenses, and the early termination of Inflation Reduction Act green tax credits. 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 2 Afternoon Sessions
Available Until
Online
4.20 Credits
Member Price: $139
Sessions covered in this On-Demand replay of the Tax Conference: One Big Beautiful Bill Act: Its Effect on Life Insurance Policies in Estate PlanningIn the past three decades, the estate exemption has changed multiple times, disappeared altogether, and will now reset again on Jan. 1, 2026. In this session, you will learn what to do with policies that are no longer needed-- whether in an estate planning, survivorship or buy-sell context. This session will cover life insurance policy valuation, the transfer-for-value rules and their exceptions, and why life settlements are so important in today's estate planning environment. SALT Essentials: Making Sense of State & Local TaxationThis training session will provide a comprehensive overview of key state and local tax concepts and best practices for businesses. You will gain an understanding of nexus and the states' authority to impose taxation, including income, franchise and other business taxes. The session will also address IRC conformity, highlighting how states adopt or decouple from federal tax provisions and the resulting impact on state tax filings. Additional topics include recent developments in state tax legislation, compliance challenges, and practical strategies for managing state tax obligations. This session is designed to equip tax professionals with the knowledge needed to navigate the evolving SALT landscape and optimize their organization's state tax position. The One Big Beautiful Bill: 8 Key Takeaways for Estate PlannersThe passage of the OBBBA provides certainty to clients and, more importantly, new opportunities. This session will cover the most critical changes for estate planners and provide actionable ideas to provide value for clients. Topics will include the basic exclusion amount, bracket structure, new limitations on itemized deductions, Section 199A for trusts and estates, increased business expensing, 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.
2025 Tax Conference: Day 2 Morning Sessions
Available Until
Online
4.90 Credits
Member Price: $169
Sessions covered in this On-Demand replay of the Tax Conference: Wisconsin Tax UpdateIn this session, you will get the latest updates on Wisconsin case law as well as recent legislative and administrative developments that have occurred in the past year. Wisconsin Department of Revenue Income, Sales & Excise Tax UpdateThe session will include a summary of upcoming changes to 2025 Wisconsin income tax returns, updates on DOR administrative and procedural initiatives affecting tax practitioners, and various other topics. International Tax Changes in the Big Beautiful Bill: Bye-Bye, QBAI and Welcome Back, Credits!The session will focus on changes in international tax provisions in the OBBBA, which includes sourcing rules for increased foreign tax credits, the new net CFC tested income regime to end the deferral of foreign income, and the enhanced foreign derived deduction eligible income regime to reduce tax on exports. The Candidate Experience: Your Employment Brand in ActionJoin this interactive discussion on strategies surrounding the overall candidate experience throughout the lifecycle of hiring. From the early stages of interviewing through long-term retention strategies, dive into your employment brand and market data around recruiting. In this session, you will learn why people leave their jobs so that you can better focus on how to provide a positive candidate experience from day one. Bonus content:Pathways to CPA Legislation UpdateTammy Hofstede, President & CEO, WICPAGet a brief update on the status of WICPA legislation that will introduce a third pathway to CPA licensure 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.
The One Big Beautiful Bill: 8 Key Takeaways for Estate Planners (Free to Members)
Available Until
Online
1.80 Credits
The passage of the OBBBA provides certainty to clients and, more importantly, new opportunities. This session will cover the most critical changes for estate planners and provide actionable ideas to provide value for clients. Topics will include the basic exclusion amount, bracket structure, new limitations on itemized deductions, Section 199A for trusts and estates, increased business expensing, 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.
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.
