WICPA CPE & Special Event Catalog
AI & Excel: Practice Examples to Realize the Value
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Online
2.00 Credits
Member Price: $69
AI tools are becoming more and more common in organizations. However, success depends on more than basic adoption metrics. What are the best practices organizations use to realize full value from the tools? This session will discuss how successful organizations are moving from adoption to sophisticated use and impact. Along the way, you will learn specific, practical ways 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.
CFO Series: Essential Cost Containment
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Online
8.00 Credits
Member Price: $369
This event is a rebroadcast of a live event.The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to earn an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. We all want to make the organization more profitable, but do we do it the best way? Many simply hack away at costs and then repeat the same unwieldy process every eighteen months. Do our internal and external customers truly understand our numbers? There is a better way to communicate financial information, so they DO understand and take the proper actions. Building an effective team always results in improved performance, talent retention and reduces costs. We also discuss the ethics of creativity -- is creativity good or bad or a mixed bag? We will discuss how, and specifically what, you can do to rein in costs and get the most from what the organization already has and remains ethical. These four sessions will help you become better at controlling the right costs and becoming more successful. Module 1: Improving Profitability the Right Way: How to Cut the Right CostsCost cutting is easy, cutting the right costs is NOT easy. Most cost-cutting exercises fail either; by cutting the wrong costs, cutting too much, ignoring interrelated impacts, taking shortcuts, cutting too little or waiting too late. The internal politics are problematic. One key solution is to take sufficient time to plan properly and assess the true goals and objectives? Planning is essential, we will show you how to cut the right costs correctly and avoid career-killing blunders. Module 2: Building High Performing Teams: Cohesive Teams Get ResultsTeamwork is the ultimate competitive advantage both because it is so powerful and so rare. Why do some teams produce and win, while others fail? What do great team leaders do that makes the team a success? Whether you run the executive staff of a multinational company, a small department within a large organization or even if you are a team member in a small team that needs improvement, we will share proven techniques to enhance teamwork. It is not complicated to build a team, but it takes effort, and we will show you how. Module 3: Do Creative Accountants Belong in Prison? True or False?Creativity is one of the top ten most desirable traits, but should everyone, including accountants, be creative? Are there exceptions? What are the positives and the downsides of creativity? Creativity can be used for good, but creativity can also lead to serious, unethical behaviors. There is a strong relationship between creativity and dishonesty. We will review the negative consequences of creativity and discuss how to properly utilize resourcefulness and imagination. The title is not rhetorical -- creativity can easily be great or disreputable, learn how to make it work for you -- and be ethical. Module 4: Storytelling Your Financials for Impact: Narrative Beats NumbersData alone does not drive decisions -- stories do. Financial professionals must go beyond spreadsheets and craft compelling financial narratives that engage boards, CEOs, and team members. Using real-world examples, we will demonstrate how to frame financial results within a broader business story, drawing insights and communicating tangible meaning - instead of just displaying boring numbers. Learn how to shift from "presenting financials" to telling a story that aligns with strategic goals, inspires confidence, and drives action. This session equips attendees with the tools to turn financial statements into strategic storytelling assets. Our clients do not recall numbers, but they do remember stories. Stories are memorable, we will show you how. Note: This course qualifies to count toward the WICPA membership Ethic CPE requirement.
Money, Mindset & Decision-Making: The Hidden Forces Behind Financial Behavior
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Online
2.00 Credits
Member Price: $69
Financial decisions are rarely driven by numbers alone. Emotions, beliefs, habits and past experiences often influence how people respond to money, even when they know what they should do. This session will help CPAs and finance professionals better understand financial behavior so they can communicate more effectively and guide more intentional decision-making.
Ransomware, AI & the Cost of Doing Nothing: A Cyber Risk Masterclass for Finance Leaders
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Online
2.00 Credits
Member Price: $69
This session will consist of 7 different smaller topics: 1. The New Economics of Cyber Risk Why cyber risk has become a financial problem, not a technical one. 2. Modern Cyber Threats in 2026 A clear, non-technical overview of today's attack landscape. 3. AI for Good: How Finance Teams Can Use AI Securely Not hype, practical, safe AI usage for finance professionals. 4. How Much Cybersecurity Should Cost A financial professional's friendly budgeting framework. 5. Risk Appetite: How Much Risk Are You Willing to Accept? A guided exercise for attendees 6. Incident Response: What Happens When You're Hit A walk through of a real-world ransomware scenario. 7. Practical Takeaways & Tools End with actionable value.
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