CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
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The Controllership Series: The Controllers Role in Compliance (1.4 hours)
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Online
1.4 Credits
Member Price: $79
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The controller has several broad areas to stay up to date on regarding compliance initiatives: Financial compliance Regulatory compliance Operational Compliance IT Compliance
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Predictive Accounting – Driver-Based Budgeting and Rolling Financial Forecasts (2 hours)
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Online
2.0 Credits
Member Price: $89
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Traditional annual budgeting is often viewed as outdated, inflexible, and disconnected from strategy—quickly becoming irrelevant, easily manipulated, and too cumbersome to support real decision-making. This course introduces capacity-sensitive, driver-based budgeting as a modern alternative. By linking financial projections to business drivers, organizations can create agile budgets that adapt to growth, enable rapid scenario planning, and provide meaningful insights for long-term forecasting. Participants will learn how to refresh budgets into rolling forecasts and transform managerial accounting into a tool for strategic, economics-based decision-making.
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2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance (2 hours)
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Online
2.0 Credits
Member Price: $89
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This comprehensive course provides a focused update on key auditing developments affecting governmental and Single Audit engagements. The course integrates recent changes to the Yellow Book issued by the U.S. Government Accountability Office with major updates to Uniform Guidance and related Single Audit requirements. Participants will begin with an overview of significant revisions to the 2024 Yellow Book, including changes related to quality management, key audit roles, and effective dates. The course also addresses the GAO's implementation delay and its implications for audit planning, along with recent updates to the Green Book that may affect internal control considerations for governmental entities and Single Audits. The course then shifts to recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and guidance issued through the Office of Management and Budget (OMB). Reporting-related changes, including the transition to SAM.gov-based reporting, are also discussed. Designed for auditors working with governmental entities and federal awards, this course helps participants understand how recent auditing and compliance changes intersect-and what to monitor as expectations continue to evolve. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Inside Cost Seg: What the IRS Engineer Actually Looks For (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a comprehensive exploration of cost segregation studies from both technical and compliance perspectives, emphasizing what truly distinguishes a high-quality, IRS-defensible report. Drawing from the IRS Cost Segregation Audit Techniques Guide (ATG) and the instructor's experience as a former IRS engineer and Cost Segregation subject matter expert. Participants will gain practical understanding of how to evaluate, perform, and document cost segregation studies. Topics include the fundamentals of cost segregation and depreciation methods, the differences between Section 1245 and 1250 property, and the importance of accurate cost allocations, engineering documentation, and supportable estimates. The course also covers the principal elements of a well-prepared report, common pitfalls that trigger IRS scrutiny, and practical remedies to strengthen study credibility and audit resilience. By the end of this session, tax professionals, engineers, and financial advisors will be equipped to recognize the hallmarks of a quality cost segregation study and avoid costly mistakes in the process. 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 Control - Testing for Operating Effectiveness (2 hours)
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Online
2.0 Credits
Member Price: $89
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Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit. 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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Mergers & Acquisitions: Tips and Speed Bumps to Avoid (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.
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Real World Business Ethics Scenarios (2 hours) [NT]
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Online
2.0 Credits
Member Price: $85
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Most business ethics courses focus on concepts like “tone at the top”, “integrity”, “code of conduct”, “values”, and “ethical culture." These are extremely important concepts and must be understood But often, when a professional finds they are in a potential “ethical” situation, they question “What should I do?” It is not as easy as flipping a coin. Ethics aren’t always black and white and there are many variables that can impact both the issue and the outcome This course presents real-life ethical scenarios then challenges you to put yourself in the place of the professional to truly think about “What would I do?” The scenarios are all true…. the names have been changed to protect the innocent You will come away from this training with a new view of putting ethics into practice
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Surgent's Section 529 Plans: A Comprehensive Guide (2 hours)
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Online
2.0 Credits
Member Price: $99
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This course provides a thorough examination of qualified tuition programs (Section 529 plans), focusing on their tax treatment, planning applications, and recent legislative changes. Participants will learn how 529 plans operate, what qualifies as education expenses, and how contributions, distributions, and beneficiary changes are treated under federal law. The course explores practical planning strategies, including 529-to-Roth IRA rollovers, multigenerational "dynasty" 529 planning, grandparent-owned account considerations, and interplay with financial aid. It also addresses state-level variations, compliance issues, and common pitfalls. Using real-world scenarios, the course evaluates when 529 plans are advantageous, the limitations families may encounter, and alternative approaches to education and long-term savings. Participants will gain a clear understanding of tax benefits, penalties, strategic funding approaches, and planning opportunities for high-net-worth families as well as typical households.
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Surgent's Where To Live in Retirement (2 hours)
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Online
2.0 Credits
Member Price: $119
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Deciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in retirement can best be met. The program covers the various factors that most people should consider when thinking about where to spend their retirement years.
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Surgent's Working Remotely: Best Practices, Challenges, and Opportunities (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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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.
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Ethics: Critical Thinking, Case Studies, and Fraud (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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In today's fast-paced financial environment, the line between right and wrong can often seem blurred. This course serves as a beacon for financial professionals, guiding them through the complexities of ethical decision making with clarity and practicality. Designed for those with a foundational understanding of finance ethics, this program leverages real-world case studies to dissect and understand ethical dilemmas, ensuring participants can apply these insights directly to their professional lives. Engaging content and persuasive delivery make it not just an educational investment but a crucial step towards safeguarding one's professional integrity and the trust of those they serve. Why attend? The course offers a unique opportunity to deepen your understanding of ethical behavior's critical role within the financial industry. You will gain a comprehensive understanding of the professional code of ethics and conduct, including the new AICPA Ethics Codification, and explore the significant impact ethical and unethical conduct has on the profession. By the end, participants will be equipped with the tools to identify and rectify critical thinking errors related to ethical dilemmas, ensuring they are not just following the rules but leading with integrity.
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You Don't Know What You Don't Know About Microsoft Excel [NT]
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Online
8.0 Credits
Member Price: $239
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Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. 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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Finding Errors in Excel Spreadsheets (2 hours)
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Online
2.0 Credits
Member Price: $89
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This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional 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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Financial Planning: Auto & Homeowners Insurance (1 hour)
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Online
1.0 Credits
Member Price: $55
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While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. 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 Controllership Series - Addressing Budgeting Uncertainty (1 hour)
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Online
1.0 Credits
Member Price: $39
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With new accounting standards, the economic landscape and evolving technology, accounting, financial reporting and finance continue to grow in complexity. FASB has tried to address the growing complexity, by working towards making GAAP less convoluted. The struggle to stay on top of accounting financial reporting requirements and finance changes due to the economy continues for several reasons. Lack of in-house SMEs, managing high volumes of transactions, and data and evolving information technology systems. In the future, executives must consider the challenges they will face in future years that will bring their own nuances and complexities. Budgeting is certainly one of those processes that must be evaluated and re-evaluated for efficiency. This session delves into the corporate budgeting process and discusses methods used and which methods may or may not allow for the organization’s to properly plan for a volatile future.
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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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Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated 26-27 (2 hours)
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Online
2.0 Credits
Member Price: $99
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The first course in a four-part series, fiduciary accounting and taxation field, has transitioned over the past several years with updated rules and the increased tax cost of accumulating income in a non-grantor trust. The changes in the income tax rate structure at the federal and state levels have pulled income tax planning forward as a prime objective for estate planners. The rules and understanding of fiduciary accounting continue to be in a state of development and challenge. It is an understatement to say that fiduciary accounting and taxation have entered a new and very different phase of complexity and change. We will explore many of these issues in Parts 1-4 of Form 1041 Advanced Series. Be sure to register for all courses in this series: Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues Form 1041 Advanced Series Part 3: Sec. 199. Sec. 67(g) & Charitable Deductions Form 1041 Advanced Series Part 4: Post Mortem Considerations
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Metrics Management – Selecting the Right KPIs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Choosing the wrong metrics can create noise, confusion, and unintended behavior. This session helps CPAs and CFOs identify and select meaningful KPIs that align with strategy and are understood by users. Participants will learn how to balance financial and operational metrics, tailor KPIs to responsibility centers, and think like customers when designing performance measures. The session emphasizes simplicity, relevance, and usability over volume and complexity. Humorous videos will be incorporated to drive home some key points and keep things entertaining
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Monthly Federal Tax Updates - November 2026 (2 hours)
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Online
2.0 Credits
Member Price: $89
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Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. 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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26-27 FASB and AICPA Update (ASU, SAS, Ethics) (4 hours)
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Online
4.0 Credits
Member Price: $175
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This 4-hour program addresses the latest promulgations of FASB ASU impacting privately-held entities, AICPA SAS and selected AICPA ethics interpretations.