CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
Browse CPE by Field of Study, and use the Format/Type filter to narrow by In-Person, Webcast, Bundles or On-Demand.
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Ethical Intelligence for Artificial Intelligence (2 hours)
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Online
2.0 Credits
Member Price: $89
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Organizations and individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention, and other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting and provides suggested best practices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Navigating IRS Authorizations: Form 2848 & Form 8821 (2 hours)
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Online
2.0 Credits
Member Price: $89
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Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Excel: Mastering PivotTables (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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PivotTable is a fancy term for an Excel report that summarizes data. If you have not yet had the good fortune of exploring PivotTables, it is about time. In this session, we'll dig into PivotTables, understand the report layout options, and examine PivotTable formulas.
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Data Analytics & Journal Entry Testing for Auditors (3 hours)
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Online
3.0 Credits
Member Price: $109
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This course provides a practical understanding of IT controls and SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness, and determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas and alignment with Complementary User Entity Controls (CUECs).
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How Recent Auditing Standards Improve Risk-Based Audits (4 hours)
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Online
4.0 Credits
Member Price: $149
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Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Preparation, Compilation, and Review Engagements: Update and Review (4 hours)
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Online
4.0 Credits
Member Price: $139
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If you supervise preparation, compilation, and review engagements, this course is designed to assist you in adhering to professional standards. It will inform you of the latest developments and pertinent issues relevant to these engagements as you gain insights into: The U.S. business economy Peer review practices FASB updates Various other aspects that influence preparation, compilation, and review engagements
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Calculating the Retirement Need (1 hour)
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Online
1.0 Credits
Member Price: $55
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For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals, and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Crypto, Blockchain and Taxes (2 hours - late morning) - Webcast
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Online
2.0 Credits
Digital assets are no longer niche—they're now a key part of personal and business portfolios. This course breaks down the core technologies behind cryptocurrency and blockchain while giving attendees the tools they need to address evolving IRS guidance, proposed FinCEN reporting, and the treatment of crypto in estates and trusts. We'll look at wallet types, transaction tracking, taxable events, and reporting obligations under current law, including the infrastructure bill's impact on brokers and exchanges. Beyond theory, this session focuses on practical planning. You'll learn how to advise clients on basis tracking, crypto-to-crypto exchanges, charitable donations of crypto, and estate transfers involving NFTs and other digital assets. This course is designed for financial professionals who need clear guidance on how to keep their clients compliant—and prepared—for what's coming next. OSCPA has partnered with the Washington Society of CPAs for this event.
NotebookLM Use Cases for Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You'll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare, and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs, and professional judgment so NotebookLM strengthens your analysis instead of replacing it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Best Practices in Not-for-Profit Accounting and Reporting (4 hours)
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Online
4.0 Credits
Member Price: $159
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Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 20 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Forensic Accounting: Investigating Divorce Cases (4 hours)
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Online
4.0 Credits
Member Price: $149
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With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating, and presenting your findings to your client and if needed, ultimately in divorce court. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Harnessing ChatGPT and Other Large Language Models at Work (1.5 hours)
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Online
1.5 Credits
Member Price: $69
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Although many people use ChatGPT or other Large Language Model (LLM) informally at work, very few have received training on how to engage effectively with this powerful technology. This course provides practical advice on how to exploit the full potential of LLMs, while also highlighting the risks that need to be managed.
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Estimates, Contingencies and Going Concern (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course covers a broad range of topics involving uncertainty in accounting and auditing. It addresses accounting standards related to going concern, contingencies, guarantees, and credit losses, along with auditing standards applicable to auditing accounting estimates and evaluating going concern. The course provides a practical overview of how these areas are addressed under current standards and how they impact financial reporting and audit procedures. Jeff presents the material in an engaging manner to reinforce key concepts and maintain focus.
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Power Skills: Professionalism and Client Interactions (2 hours)
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Online
2.0 Credits
Member Price: $89
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Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when communicating with the client and also walk through complicated scenarios to practice what we learn. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Some customers are unprofitable from an economic or time perspective – but many organizations do not differentiate or know the difference. When an organization has a unique, well-differentiated service or product, understanding value from the customer’s perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what our customers value - from the customer’s point of view. What is value? Why do brand, value, and customer focus matter? Developing a deep understanding of our customers is vital. Our most important customer might be someone we have not yet recognized. Understanding both external clients and internal stakeholders - including the evolving role of the finance department, is critical to long-term success. Using humorous video clips, memes, and vetted research, your understanding of customer bases will improve.
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Shortcuts that Excel Users Love (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Engagement Letters: Scope and Risk Management (2 hours)
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Online
2.0 Credits
Member Price: $99
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Strong engagement letters protect your firm. They spell out what work you will (and won't) do, who is responsible for what, and how problems will be handled. Weak or vague letters may expose firms to potential liability. In this course, you'll learn how to draft, update, and enforce engagement letters that actually work in the real world. We pull from industry guidance, malpractice insurer data, and peer-review findings to show you the clauses that matter, how to prevent "scope creep" (work expanding beyond what was agreed), and how to not compromise your independence.
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Surgent's Real Estate for Accounting and Finance Professionals (2 hours)
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Online
2.0 Credits
Member Price: $119
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Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive activity loss rules. Whether it's mastering Schedule E or understanding Congress' intent behind tax laws, professionals will leave with an enriched understanding.
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Surgent's International Tax Challenges and Opportunities for U.S. Filers (3 hours)
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Online
3.0 Credits
Member Price: $149
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Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors living or investing abroad. It examines how foreign-source income is taxed in the U.S. and how the tax consequences could be mitigated by applying the tax treaties, claiming credit for foreign taxes paid, or excluding foreign-earned income. Additionally, the course discusses the numerous foreign informational form reporting requirements and the significant penalties that could be imposed by the IRS. Examples from real-life client scenarios are included.
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Surgent's Representing a Client in an IRS Audit (3 hours)
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Online
3.0 Credits
Member Price: $169
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The Inflation Reduction Act of 2022 called for delivering nearly $80 billion to the IRS over 10 years to allow the IRS to purchase new technology and hire employees. This funding would have provided the IRS with new equipment and new employees, possibly to handle more audits, many of them involving very complex tax issues. The Trump Administration has reversed this with prospects for a reduction in IRS employees and less money to fund the purchase and development of new software. This program discusses the current state of IRS audits. Trump administration changes will of course have enormous impacts on these audits going forward.