WICPA CPE & Special Event Catalog
Surgent's Winning the Fraud Battle in the Digital Age: Prevention & Detection
Available Until
Online
8.00 Credits
Member Price: $199
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud.Note: This is an on-demand webcast self-study course.
Surgent's Winning the Fraud Battle in the Digital Age: Prevention & Detection
Available Until
Online
8.00 Credits
Member Price: $159
The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud.Note: This is a downloadable self-study course.
Surgent's Working Remotely: Best Practices, Challenges & Opportunities
Available Until
Online
2.00 Credits
Member Price: $89
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency and greater employee satisfaction. Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This webinar looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning. Note: This is an on-demand webcast self-study course.
Surgent's Work-Life Balance: Maximizing Productivity & Understanding Related Tax Issues
Available Until
Online
2.00 Credits
Member Price: $49
Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically and emotionally detrimental. Establishing a work-life balance is difficult in any profession, yet financial professionals confront unique challenges that make this goal seem even more elusive. Technology results in being "always on," with no true time to disconnect and genuinely enjoy family, exercise, or hobbies. Lack of balance comes with costs, including poor health and lower productivity. Why are some professionals able to establish a successful balance between career demands and family while others are not? How are some firms able to achieve both high employee satisfaction and strong productivity? This webinar looks at research, surveys and simple anecdotal information to provide a better understanding of how to achieve a realistic work-life balance in the modern world. We also discuss the tax consequences that arise when professionals seek balance by working from home in one state while their employer is located in a different state. Note: This is an on-demand webcast self-study course.
Surgent's Workplace Etiquette for Young Professionals
Available Until
Online
1.00 Credits
Member Price: $49
Understanding the nuances of workplace protocol facilitates effective interactions within the office as well as at external business functions. In this class you will learn how to cultivate your executive presence as well as how to conduct yourself in a variety of business settings. The work environment extends beyond the walls of the office into client sites, business events and conferences. You will be provided with the tools to navigate every situation with confidence and grace. Although the workplace is an evolving structure, the general rules of etiquette such as kindness, respect, cooperation and effective communication have not shifted.Note: This is an on-demand webcast self-study course.
Surgent's Yellow Book & Single Audits: How to Stay in Good Graces & Out of Bad Places With Your Peer Reviewer
Available Until
Online
4.00 Credits
Member Price: $129
If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements that peer reviewers focus on, how the auditor complies with those requirements and common pitfalls seen in Yellow Book and single audits. This course will help you proceed and succeed in your Yellow Book and single audits!Note: This is an on-demand webcast self-study course.
The Best Federal Tax Update Course by Surgent
Available Until
Online
16.00 Credits
Member Price: $279
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.Note: This is a downloadable self-study course.
The Best Federal Tax Update Course by Surgent
Available Until
Online
8.00 Credits
Member Price: $199
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.Note: This is an on-demand webcast self-study course.
The Best Individual Income Tax Update Course by Surgent
Available Until
Online
8.00 Credits
Member Price: $199
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.Note: This is an on-demand webcast self-study course.
The Best S Corporation, Limited Liability & Partnership Update Course by Surgent
Available Until
Online
12.00 Credits
Member Price: $219
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.Note: This is a downloadable self-study course.
The Best S Corporation, Limited Liability & Partnership Update Course by Surgent
Available Until
Online
8.00 Credits
Member Price: $199
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.Note: This is an on-demand webcast self-study course.
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.
