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.
Resistance to Resilience: Strive for Tech Change Acceptance (1 hour)
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Online
1.0 Credits
Member Price: $55
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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.
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ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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ProActive Response Group's Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active shooter event, and how to use basic medical equipment to save the lives of victims. *****(Warning: This video contains simulated graphic scenes that some viewers may find disturbing)*****
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Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority 26-27 (2 hours)
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Online
2.0 Credits
Member Price: $99
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Advisors who represent fiduciaries must understand the tax laws and the accounting rules that apply when a fiduciary accepts title to fiduciary assets. Because a trustee or personal representative exercises authority over the management and investments of fiduciary assets for the benefit of the named beneficiaries, the fiduciary is held to a very high standard of "fiduciary duty." In this webinar series, we'll review the concept and requirements of fiduciary duty and the duty to account to the beneficiaries (UPIA/UFIPA). We'll also cover crucial fiduciary accounting concepts that differ from financial accounting or tax law, including the distinction between principal and income and state statutory accounting rules. Finally, we'll analyze the differences and similarities to fiduciary taxation. Be sure to register for all four parts: Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax Fiduciary Accounting Part 3: Special Accounting Elections & Distributions from Entities Fiduciary Accounting Part 4: The New Frontier (Total Return Trusts)
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IRS Penalties and Abatements (2 hours)
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Online
2.0 Credits
Member Price: $89
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Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause". This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face, and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. 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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Governmental & Not for Profit Fraud 26-27 (4 hours)
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Online
4.0 Credits
Member Price: $175
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Governmental and not-for-profit organizations are entrusted with funds from taxpayers and donors and are frequently targeted by fraud perpetrators. How can these organizations ensure those funds are used only for intended purposes" This course will provide several real-world case studies in which a governmental or not-for-profit entity was the victim of fraud, including what type of fraud (asset misappropriation, fraudulent financial reporting, or corruption), how it happened, the fraud indicators that were present, and what could have been done to prevent the fraud.
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How to Review Financial Statements 26-27 (4 hours)
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Online
4.0 Credits
Member Price: $175
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In this hands-on workshop, participants will deepen their understanding of the financial statement review process. Designed specifically for small and medium-sized CPA firms, this interactive session combines a comprehensive lecture with ample time for questions and practical case studies. You'll gain valuable insights into best practices for reviewing financial statements, ensuring accuracy and compliance with current standards.
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Unlock the Power of AI with Copilot in Excel (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. 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 Best Individual Income Tax Update Course by Surgent
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Online
8.0 Credits
Member Price: $299
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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.
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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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2026/27 Not-for-Profit GAAP Update (1 hour)
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Online
1.0 Credits
Member Price: $55
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Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. Participants will gain perspective on the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. This course is designed to help practitioners, financial leaders, and auditors of not-for-profit organizations understand both current GAAP requirements and emerging global developments shaping the future of nonprofit financial reporting. 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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Risk Assessment of IT Systems (1 hour)
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Online
1.0 Credits
Member Price: $39
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This course provides an overview of the risk assessment requirements under SAS 145, with a focus on the evaluation of Information Technology systems in the planning of an audit. SAS 145 introduced significant changes to risk assessment procedures, including an increased emphasis on understanding and evaluating IT environments. The course addresses key areas of concern related to IT systems and their impact on audit risk. Participants will gain practical insight into identifying risks within IT systems and understanding how those risks affect the audit process. As part of his presentation style, Jeff incorporates engaging elements designed to reinforce learning and maintain focus.
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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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Ethics and Technology for CPAs (2 hours)
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Online
2.0 Credits
Member Price: $89
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Explore the ethical principles included in the Code of Professional Conduct that address the emerging practice issues created by new technologies. Consider how technologies may impact audit quality and the integrity of the financial systems, and whether they create a need for CPAs to adjust their skill sets to address those challenges. Look at the potential ethical challenges created by the data related to privacy, security, and its application. Discuss the changes being proposed to address emerging ethics challenges. 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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The CFO Who Went to Prison (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua's story and covers how and why executives with high annual incomes make short-sighted decisions that can cost them their job and freedom. 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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AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution (1 hour)
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Online
1.0 Credits
Member Price: $55
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This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case studies, you'll gain a deeper understanding of how to navigate ethical challenges while maintaining compliance with professional standards. 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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Accounting for and Auditing Cryptocurrency & Digital Assets (2 hours)
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Online
2.0 Credits
Member Price: $89
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How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area. 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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Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 26-27 (2 hours)
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Online
2.0 Credits
Member Price: $99
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To properly account for estates and non-grantor trusts, an advisor must understand the statutory requirements to account, the proper classification of revenue and expenses in a chart of account and the importance of provisions in the estate planning document. Additionally, the differences and similarities to fiduciary taxation must be understood. Be sure to register for all four parts: Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax Fiduciary Accounting Part 3: Special Accounting Elections & Distributions from Entities Fiduciary Accounting Part 4: The New Frontier (Total Return Trusts)
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Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (2 hours)
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Online
2.0 Credits
Member Price: $99
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This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust, leading to delays and legal battles in the administration of his estate? Even Abraham Lincoln, it turns out, did not have a will. In discussing an array of celebrities, from Jackie Kennedy, Joan Rivers, Jimi Hendrix, and Whitney Houston to Aretha Franklin, Barry White, Leona Helmsley, and Florence Griffith Joyner, the course is designed as an enjoyable learning experience with tips for all levels of expertise. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.
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Surgent's Mastering Accounting for Income Taxes (4 hours)
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Online
4.0 Credits
Member Price: $159
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Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and the use of exercises, this course will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes, income tax expense, uncertain tax positions, and other classification and disclosure requirements. We will also explore some specialized areas of income tax accounting, such as intraperiod allocations of income tax expense, global minimum tax developments, and the financial reporting impact of the One Big Beautiful Bill Act (OBBBA) signed into law in July 2025, and review finalized and emerging updates to ASC 740, including expanded disclosure requirements under ASU 2023-09. In summary, this course is the place to be to enhance your accounting for income taxes IQ.