CPE + Events Catalog
Download the 2025-26 OSCPA-Select Calendars - .pdf
AI for CPAs - How it Works and How to Apply it (4 hours)
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Online
4.0 Credits
Member Price: $149
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Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. 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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Integrate ChatGPT into Your Client Advisory Services-Updated (2 hours)
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Online
2.0 Credits
Member Price: $89
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Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." 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 1: Fiduciary Duty Basics & Authority 25-26 (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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The Ethic of Self-Esteem For Women (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation to work toward self-love, honor, and respect. Matters of self-esteem are important in every aspect of life including goal setting, relationships, establishing boundaries, handling conflict, levels of productivity, and expressing our needs in respectful and dignified ways. This course explores traps of low self-esteem and ways to minimize those traps. We also explore components of high self-esteem and actions to foster higher regard for self. 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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Not-For-Profit Organizations: Financial Update 25-26 (3 hours)
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Online
3.0 Credits
Member Price: $139
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Not-for-profit organizations always need volunteers as treasurers or members of the financial oversight committee! CPAs are often asked to fulfill these roles. This course highlights the financial accounting needs of such organizations. Along with covering the status of the not-for-profit organizations, an update on recent ASC updates affecting nonprofit entities is covered. This course is geared toward hands-on, or future hands-on, treasurers of service clubs and similar not-for-profit organizations.
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Tax Practice Conduct Standards: Circular 230 and AICPA Statements 25-26 (4 hours)
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Online
4.0 Credits
Member Price: $175
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Meet the ethics requirement while addressing significant changes in the statutory and regulatory standards that govern tax practitioners. We'll explore rules that govern professional conduct in tax practice, including responsibilities to advise clients on tax positions and related penalty avoidance. Portions of course materials are from Kip Dellinger's Practical Guide to Federal Tax Practice Standards (CCH).
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Coping With the Growth of Online Fraud (4 hours)
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Online
4.0 Credits
Member Price: $149
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Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. 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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Accountants and Malpractice: Can We Get Sued for This? (2 hours)
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Online
2.0 Credits
Member Price: $89
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This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel. 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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Entertainment, Meals & Travel Expenses: Review and Update (2 hours)
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Online
2.0 Credits
Member Price: $89
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This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. 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 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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Todd and Julie Chrisley Go to Prison (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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The course provides general information on proceedings that led to a grand jury indictment of television reality stars, Todd and Julie Chrisley. Participants learn how business decisions can lead to federal charges for conspiracy, bank fraud, wire fraud, and tax evasion. The grand jury also indicted the Chrisley's accountant, Peter Tarantino, on tax-related offenses. Participants learn how to develop resources and tools for effective detection and deterrence of federal crimes, and the learn the consequences that follow white-collar crime, including how responses can influence lengthy prison terms. 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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Side-Hustle CFO (1 hour)
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Online
1.0 Credits
Member Price: $55
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This Masterclass is a one-hour training exclusively for employed accountants and bookkeepers. Start a business on the side offering CFO Advisory services to small businesses! Designed exclusively for accountants and CPAs, this class focuses on how you can use your knowledge and experience to start an advisory service in your spare time. By providing a service that your clients really want, you can supplement your income by upwards of $6k per month working only 4 hours per client - with only 3 clients. We'll cover the systems you need to start your own advisory service including how to package, price and market your business. 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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A Working Parent's Guide to Prioritizing Mental Wellness (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges head-on by providing actionable strategies to prioritize your mental health and overall well-being. The course emphasizes practical, easy-to-implement techniques tailored for busy working parents. From setting boundaries to prioritizing sleep and physical activity, you'll learn how to create sustainable habits that enhance your well-being. You'll also explore how to recognize the signs that additional support -whether from friends, family, therapy, or other resources- is necessary, and how to seek help without guilt or hesitation. Ultimately, this course will help you regain a sense of balance and control in your life by equipping you with tools to manage stress, build resilience, and rediscover joy in both your professional and personal roles. 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 25-26 (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 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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Surgent's Virtual Currency: Keeping Up with the Tax Code (2 hours)
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Online
2.0 Credits
Member Price: $99
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Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements.
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Reviewing S Corporation Tax Returns: What Are You Missing? (4 hours)
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Online
4.0 Credits
Member Price: $225
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A case-based approach to learning about the common errors practitioners make on S corporation tax returns.
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Comprehensive Audit & SSARS Update (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also recap recent changes and present common peer review findings and best practices to improve practice quality. 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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SEC Case Studies: Ethical Dilemmas in Finance and Accounting (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Overview: Ethical challenges in finance and accounting can be complex and far-reaching, impacting not only individual careers but also entire organizations and the public trust. This webinar will provide a practical exploration of the ethical considerations professionals face in today's financial landscape. Through real-world case studies, participants will examine common ethical issues, learn to navigate conflicts between financial performance and ethical integrity, and gain tools for making sound decisions under pressure. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.