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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From Numbers to Narratives: Mastering Data Analysis for CPAs (2 hours)
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Online
2.0 Credits
Member Price: $89
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The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight, and strategic advisory skills. "From Numbers to Narratives: Mastering Data Analysis for CPAs" explores the "why" behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive. This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications - such as Excel, Power Query, Power BI, OneDrive, and Teams - can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency. 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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Business Partnerships: Managing Supplier Relationships (1 hour)
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Online
1.0 Credits
Member Price: $55
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As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. 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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Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great (1.2 hours) [NT]
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Online
1.2 Credits
Member Price: $39
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Session Overview: If you’re leading a small or mid-size company preparing for rapid growth — or you’ve just hit that thrilling, chaotic stretch where success creates new challenges — this session is for you. Everyone wants growth. Few are ready for what it really takes. In Scaling at the Speed of Trust, Steve Cadigan — LinkedIn’s first CHRO and architect of its legendary hyper-growth culture — shares the inside story of how the company scaled from 400 to 4,000 employees in just four years, and the lessons every growing business can apply today. Steve speaks to his experience scaling one of the most successful scaling ventures in business in the past two decades: LinkedIn. Cadigan was at the table building what many consider to be the gold standard of a high performing culture while going through rapid growth - through stories and real world examples, Cadigan provides an invaluable a unique insight into this critical phase of an organizations growth. This isn’t a talk about hiring faster — it’s about scaling smarter. Steve reveals how trust, transparency, and culture became LinkedIn’s greatest competitive advantage — and how small and mid-size firms can use the same principles to grow without losing what makes them great. Who This Session Is For: Founders and CEOs navigating early-stage or mid-stage scale HR and People leaders building culture through rapid change Executives and managers preparing their teams for the next growth phase Anyone facing the tension between speed and sustainability
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ChatGPT for Accountants: 50+ Use Cases (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. 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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Comprehensive Pass-Through Owners” Basis and Distribution Rules 26-27
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Online
8.0 Credits
Member Price: $329
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Pass-throughs (S corporations and Partnerships) are the most popular choice of newly formed business entities. However, for years, taxpayers and their preparers have struggled to calculate, update, and maintain the pass-through entity owners" tax basis information in each investment correctly. Calculating and accounting for tax basis and adequately reporting the impact of operating and liquidating distributions for these entities are among the most frequently cited audit deficiencies. Taxpayers have also misapplied the tax rules when calculating the gain or loss from the sale of the interest. Recently, the IRS initiated enforcement initiatives designed to audit owners of pass-through entities regarding their calculations of tax basis and their tax treatment of distributions. This course will teach you how to properly account for both items for your clients who own an interest in a partnership or an S-corporation. Learn to identify the most common mistakes and errors and report these items correctly before your client is audited.
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Partnership & LLC (Form 1065)-Formation to Liquidation 26-27
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Online
8.0 Credits
Member Price: $329
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With tax laws growing more complex and evolving by the minute, CPAs need more than just a surface-level understanding of partnership and LLC taxation. This course takes a lifecycle approach'from formation through growth and operations to eventual liquidation'focusing specifically on closely held entities. Through case-driven instruction, you'll tackle real-world tax issues at both the partnership and partner level. We'll break down key concepts with practical examples and scenarios you're likely to encounter in the field. Attendees will leave with a comprehensive reference manual packed with practice aids, actionable guidance, and fully developed case studies you can put to work immediately.
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SSARS Codification: Preparation, Compilation and Review 26-27
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Online
8.0 Credits
Member Price: $329
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This course covers SSARS requirements for preparing, compiling and reviewing financial statements through SSARS 27. With SSARS 21, the AICPA Accounting and Review Services Committee (ARSC) introduced the Preparation service to SSARS and rewrote the Compilation and Review Standards in a clarified format. SSARS 22 and 23 made minor modifications to SSARS 21. SSARS 24 and 25 made substantive modifications to the SSARS, mainly when performing review engagements. SSARS 26 updates the SSARS with conforming changes made necessary by the new Quality Management standards. SSARS 27 modifies the applicability of AR-C 70 when engaged to prepare financial statements.
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Beyond the Numbers: Success Strategies for Female CPAs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. 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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Empowering HR Pros' Thriving in 2025 and Beyond (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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The workplace is shifting rapidly, and HR professionals are at the center of it all. The next four years will challenge us to embrace courageous leadership, strategic vision, and continuous learning. Here's the reality: " We're stressed, overworked, and often under-resourced. " The job market for HR professionals is more competitive than ever. " Aligning with organizations that share our values is non-negotiable. " Agility and the ability to lead change are critical. We cannot solely depend on our employers to rise to the occasion. This is our moment to rise. Join our Founder & CEO Anthony P. Howard on how we can empower ourselves and each other in 2025. Together, we can lead the future of HR. How are you stepping into courageous leadership this year? Bring the discussion to the event!
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Behavioral Finance Biases (1 hour)
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Online
1.0 Credits
Member Price: $55
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If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them. 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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Was It Fraud or Just Poor Audit Quality? (1.6 hours)
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Online
1.6 Credits
Member Price: $79
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This session describes a state agency's quality review of a not-for-profit organization's A-133 Single Audit. The case study describes the organization audited, its federally- and state-funded programs, and the CPA firm retained to do the audit. Various anomalies in the financial statements alerted state officials to potential problems, and a detailed quality review followed. Find out how the entity turned hundreds of thousands of dollars in bank overdrafts into hundreds of thousands of dollars of cash on its balance sheet. Explore other “creative” ways to deal with fixed assets, accounts receivable, and related-party transactions. Were the auditors just sloppy, ignorant, negligent? Or were they active participants in producing fraudulent financial statements? You be the judge. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Leading Into the Future: Rethinking Work, Value & Leadership in Accounting (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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The accounting profession is at a crossroads — not because of a new generation, but because the entire architecture of work is being rewritten. Smaller firms are feeling it most: recruiting has become harder, AI is changing client expectations overnight, and leadership succession looms large. In this fast-moving and practical session, global future-of-work strategist Steve Cadigan (LinkedIn’s first CHRO and author of Workquake) unpacks how small and mid-sized firms can reimagine how they attract, develop, and lead talent in a world where certainty is gone and adaptability is gold. Through real-world examples from progressive firms like Bookminders, Prestige Accounting, LedgerWise, Nova Accounting, and Insights CPAs, Steve shows how leaders are reshaping work models, leveraging AI as a time- creator, and making accounting a magnet for modern talent again.
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Securing Your Data with a Password Management App - Updated (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization. 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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The Successful Family Business (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Understanding the dynamics of family interaction is one of the most important skills in helping a family business succeed. This course takes a candid look inside the family business, and will help the participant navigate delicate issues while learning to provide counsel that will grow - or protect - the family business and non-family staff.
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Introduction to Ethics & Professional Skepticism (2 hours)
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Online
2.0 Credits
Member Price: $89
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Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities, and rationalizations that lead to instances of fraud. In addition, this class will walk through some interactive examples to illustrate various scenarios of noncompliance during engagements. 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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Internal Controls for Small and Medium-Sized Entities (1 hour)
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Online
1.0 Credits
Member Price: $39
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This session explores the importance of internal controls with an emphasis on best practices for small- and medium-sized entities. We will examine the roles of both preventive and detective controls and practical, cost-effective suggestions for implementing effective internal controls will be addressed.
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Rewards & Recognition Strategies for Leaders (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Whether you are responsible for managing 1 employee or 20, your leadership can make or break your team. Learn practical leadership strategies that you can implement when you return to your office. In today’s competitive market, it’s more imperative than ever that as leaders we are inspiring and motivating our teams to success.
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Written Information Security Plans (1 hour)
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Online
1.0 Credits
Member Price: $55
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Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC). 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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Ethical Performance Management (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal, and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage, and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty, and trust will be incorporated into 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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Fraud Stories Series January 2027 (2 hours)
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Online
2.0 Credits
Member Price: $99
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Each course in the Fraud Stories Series will examine a fraud case in detail. What factors lead the company to go astray" What could have prevented the fraud" What lesson can be learned" A new case presented Live at every session! Fraud Stories Series September 2026 Fraud Stories Series November 2026 Fraud Stories Series January 2027 Fraud Stories Series March 2027