WICPA CPE & Special Event Catalog
Critical Thinking Skills: For Financial Professionals 26-27
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Online
4.00 Credits
Member Price: $99
"What were they thinking"— Why do business leaders sometimes make decisions that severely damage themselves and their organizations" It is tempting to attribute poor choices to a leader's assumed incompetence, inexperience, bad character or low intelligence — but reality is much more complex. Understand what factors really cause the most blunders. When business decisions go badly wrong, financial professionals usually find themselves deeply involved. This seminar provides conceptual and case study material to better equip you for the challenge.
Lease Accounting - Making Sense of the Standard 26-27
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Online
4.00 Credits
Member Price: $175
This program makes sense of the controversial lease standard. The subtleties of the standard make it difficult to implement and monitor. There will be a detailed discussion on what constitutes a lease, how to monitor them and ongoing challenges.
Golf Outing
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Sussex
0.00 Credits
Member Price: $95
Strengthen your network and golf game! Held at one of Wisconsin's award-winning courses, the annual WICPA Golf Outing brings together accounting and business professionals of all golfing abilities for a great opportunity to strengthen professional networks while enjoying a round of golf. Whether you golf, sponsor or volunteer, our annual outing allows you to make new connections, build camaraderie, reach potential customers, reward favorite clients and support the WICPA and WICPA Educational Foundation. 2026 Golf Outing registration is now open! Plan to join us for the 16th annual WICPA Golf Outing! Don't miss out on this year's event - spots sell out quickly so register early! Consider creating a foursome with co-workers, clients or other professional connections for a day away from the office to enjoy 18 holes of golf, networking, hole contests, prize drawings, food and drinks, and more! Don't have a foursome? No problem, we'll pair you with other golfers for increased networking! Registration allows for 1 - 4 golfers per registration form and is $95 per golfer/$380 per foursome. Registration Includes: 18 Holes of Golf (Scramble Format) With Carts Practice Greens & Driving Range Continental Breakfast & Lunch Beverage Vouchers Hole & Event Contests Entry in Prize Drawings Awards Reception & Appetizers Hole & Event Prizes: $1,000+ in Drawing Prizes $500+ in Individual Prizes $500+ in Team Prizes $500 Inside the Circle Contest Schedule: 8:30 a.m. Check-In & Breakfast 9:00 a.m. Practice Greens & Driving Range 10:00 a.m. Shotgun Start 4:00 p.m. Awards Reception, Prize Drawings & Appetizers
Get started with Power BI
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Online
2.00 Credits
Member Price: $89
Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service and Power BI Report Server. In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features and its seamless integration with Excel. The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Numbers to Narrative: Storytelling in Business Communication
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Online
1.00 Credits
Member Price: $55
Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define context, introduce tension, present evidence and guide audiences toward resolution. The emphasis is on logical flow and disciplined narrative construction rather than dramatization. The course concludes with application of a structured storytelling model to a professional scenario. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning to Teach "Tax" as a Second Language
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Online
1.00 Credits
Member Price: $39
Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients & other non-tax professionals grasp fundamental concepts.
Providing Ethical Leadership: Learning to be the Best Version of Yourself
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Online
1.20 Credits
Member Price: $39
This course will examine certain qualities a leader must exhibit to set an ethical tone From the top.
The Many Faces of Fraud
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Online
2.00 Credits
Member Price: $89
What does fraud look like? It depends. What may appear to be an indicator of fraud in one client's operation could be normal in another, making it critical to understand your client & the transactions you expect to see. Look for what should be present but isn't-- and for what is present but shouldn't be. This course emphasizes the importance of professional skepticism, which has no on/off switch-- it must be applied continuously. As auditors, our role is to independently verify, yet too often we rely on client representations without sufficient validation, increasing the risk of missing fraud. Many auditors recognize, in hindsight, that they have encountered fraud indicators but failed to identify them at the time. This session will provide you with the tools to recognize those indicators & strengthen your ability to detect fraud-- so you are better prepared for what you may find.
Yellow Book Ethics
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Online
2.00 Credits
Member Price: $89
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Estate & Financial Planning for the Older Client
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Online
8.00 Credits
Member Price: $250
Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate & financial strategies designed specifically for older clients, equipping you with the knowledge & skills to address their unique needs & challenges. Throughout the course, participants will explore a wide range of topics, From understanding the complexities of Medicare & various life insurance types to navigating Social Security considerations & exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing & care alternatives & address gifting complexities relevant to older clients. By the end of the program, you'll develop expertise in executing specialized planning requirements for mature clients, ensuring you're well-prepared to provide informed counsel & support in this important aspect of financial practice. Join us & enhance your knowledge in estate & financial planning for the older client today. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab & submit to kori.herrera@acpen.com
Risk Wrangling: Surviving the Modern Business Rodeo
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Online
2.00 Credits
Member Price: $89
Risk-based factors are becoming exponentially important considerations for accountants in both public practice and industry. We examine the nature of risks for today's enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 and other guidance aimed at risk considerations for professional engagements. Public and private accountants will enhance their capabilities for assessing and addressing risks faced by today's organizations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Resistance to Resilience: Strive for Tech Change Acceptance
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Online
1.00 Credits
Member Price: $55
Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics and automation and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM) and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships & LLCs
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Online
2.00 Credits
Member Price: $119
When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis). If the partnership's assets have appreciated sufficiently, the difference between the new partner's inside and outside basis can be substantial. This disparity can deprive the new partner of depreciation deductions and inflate his or her share of the gain from subsequent property dispositions unless a Section 754 election is in effect. The Section 754 election can also apply when a partnership makes a distribution of property and the basis of the distributed property to the partnership and the basis the partner/distributee will take in the distributed property are not equal. In this case, a partnership can recover basis it would otherwise lose if the 754 election were not in effect.
K2’s Office Scripts: The New Macros
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Online
2.00 Credits
Member Price: $89
Discover the power of Office Scripts, the game-changing feature that lets you automate tasks in Excel & other Office applications effortlessly. Unlike VBA, which is limited to Windows, Office Scripts run on any platform & device that supports Office on the web. With its modern & intuitive interface, you can easily create, edit & share your scripts, all stored securely in the Cloud. Office Scripts seamlessly integrate with Office Online apps & Power Automate, enabling you to streamline processes & boost productivity like never before. Say goodbye to repetitive tasks & hello to efficiency with Office Scripts in Excel & beyond!
The Accountant as the Conscience of Business
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Online
2.00 Credits
Member Price: $85
Accountants are routinely placed in the middle of competing forces & are called upon to sort out the ethical & regulatory priorities while at the same time providing technical & financial expertise. This workshop discusses the accountant/client & & accountant/employer & dynamics that often include serious ethical questions.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Exploring Business Valuation Fundamentals
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Online
2.00 Credits
Member Price: $119
What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment's price.
Surgent's Working Remotely: Best Practices, Challenges & Opportunities
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Online
2.00 Credits
Member Price: $99
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 course looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning.
Tax Update: "One Big Beautiful Bill"
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Online
2.00 Credits
Member Price: $89
This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Technology Trends for CPAs & CFOs: 2026 Update
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Online
2.00 Credits
Member Price: $89
Believe it or not, AI is not the only mega trend in the information technology landscape. There are many other trends that enable and leverage the power of AI. As a CPA professional, it is imperative that you develop a baseline understanding of the key technology trends that are impacting businesses across the board. This course will provide the update you need to help you understand the nature of the key technologies and the role they play. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Applying ASC 820: The Basics of Fair Value Accounting
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Online
4.00 Credits
Member Price: $159
While once thought just to apply to banking and financial institutions, entities now need to apply fair value accounting under ASC 820 across a variety of transactions. Whether you are assessing financial instruments, leases, business combination accounting, or impairment measurement, GAAP either requires or allows the use of fair value measures in an expanding number of circumstances. Now is the time for you to get up-to-speed on the basics of the fair value approach. In this course, we will review when fair value accounting is required and when an entity can select to use it. Then we will review the basics of the ASC 820 model, including the concept of "exit price," the various approaches that an entity may follow when using a fair value approach and the different levels of inputs that an entity may consider when determining fair value. Lastly, the course will provide examples of when and how to apply this complex accounting guidance.