CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
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Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Go in-depth to understand the three main components of self-funded plans: Stop Loss, Third Party Administrators (TPA), and Pharmacy Benefit Managers (PBM). This section will review both Specific and Aggregate Stop Loss as a concept while also providing in-depth knowledge of contract terms and risk management. It will discuss the key components of a TPAs/PBMS and show examples of admin agreements. The instructor will also use real world examples to show how to avoid common pitfalls and use cost savings tools to ensure that waste, fraud, and abuse are eliminated from your plan structures. The end of this unit will also introduce point solutions and how they can be used to ensure peak plan performance and claims savings.
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Forensic Accounting: The AI-Powered Expert and Investigator (2 hours)
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Online
2.0 Credits
Member Price: $89
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Artificial intelligence is revolutionizing forensic accounting, giving professionals powerful new ways to trace funds, uncover fraud, and analyze massive volumes of financial data in minutes instead of weeks. In this engaging course, you'll discover how AI can enhance financial investigations, strengthen expert witness reports, and support litigation and discovery efforts. Learn where AI can create strategic advantages in the courtroom, as well as the disclosure, reliability, and admissibility challenges that every expert must understand. Through practical examples and real-world applications, you'll see how AI can uncover hidden patterns, identify critical evidence, and generate actionable insights. Whether you investigate fraud, support litigation, or serve as an expert witness, this course will help you harness AI with confidence, credibility, and defensible results. 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 Adapting to OBBBA Changes: A Strategic Review (2 hours)
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Online
2.0 Credits
Member Price: $119
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Accounting and finance practitioners are continually asked for strategic planning advice. In this course, we will cover topics that will make clients, and their advisors, tax smart and tax prepared for the coming year and beyond. This program is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting both individual and business clients.
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Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security (2 hours)
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Online
2.0 Credits
Member Price: $119
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Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case studies and practical strategies, participants will learn how to recognize and mitigate cyber threats, evaluate cyber insurance policies, and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards.
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Surgent's The Accountant as the Expert Witness (2 hours)
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Online
2.0 Credits
Member Price: $99
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As litigation becomes more complex, attorneys are relying more on accountants to serve as consulting experts or expert witnesses at trial. Serving as an expert witness is not as difficult as you might expect. Accounting experts educate lawyers and jurors on issues such as valuation, tax liability, and forensics. Learn how accountants become expert witnesses, the role they play during pre-litigation through to trial, and the techniques experts employ to avoid challenges from opposing counsel.
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The CPA's 2026 Guide to Cryptocurrency and Blockchain (2 hours)
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Online
2.0 Credits
Member Price: $89
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We have passed the 15 year anniversary of the start of the cryptocurrency market with the release of Bitcoin in 2010. It is estimated today that 1 in 5 people in the U.S. trade in cryptocurrency. With the recent changes in the legislative landscape, this number is poised for substantial growth. In addition, there will be natural evolution towards "smart contracts" powered by AI and the integration of cryptocurrency as the payment mechanism. For these reasons, it is important for every CPA to have a baseline understanding of the cryptocurrency marketplace and the technology it is built on. 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 Tax Update for Client Advisory Services (4 hours)
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Online
4.0 Credits
Member Price: $159
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Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with — information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes to individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.
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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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Risk Wrangling: Surviving the Modern Business Rodeo (2 hours)
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Online
2.0 Credits
Member Price: $89
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Risk-based factors are becoming exponentially important considerations for accountants in both public practice and industry. We examine the nature of risks for today's enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 and other guidance aimed at risk considerations for professional engagements. Public and private accountants will enhance their capabilities for assessing and addressing risks faced by today's organizations. 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 Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (4 hours)
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Online
4.0 Credits
Member Price: $159
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Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?
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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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Surgent’s Weekly Expert Hour (1 hour)
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Online
1.0 Credits
Member Price: $79
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As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today — your clients and your bottom line will thank you.
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Travel/Entertainment Expenses and Taxes: What You Need to Know for Compliance (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. An OBBBA of 2025 update, cases and rulings will also be addressed. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com
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An In-Depth Understanding of the Generation Skipping Transfer Tax (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a focused and practical overview of the Generation Skipping Transfer (GST) Tax, designed specifically for professionals involved in estate and gift tax planning. As Part 4 of the Form 706 and 709 series, this session zeroes in on the rules, definitions, and application of GST tax, including the mechanics of calculating the inclusion ratio and how the GST exemption operates in real-world planning scenarios. Participants will gain clarity on how to identify skip persons, the types of transfers subject to the GST tax, and the proper treatment of direct skips, taxable terminations, and taxable distributions. Through clear examples and practical instruction, this course walks participants through voluntary, timely, late, and retroactive GST exemption allocations. With increasing regulatory complexity and heightened exemption limits, understanding the GST tax is critical for practitioners assisting clients in multigenerational wealth transfers. This course supports more accurate return preparation and strategic allocation of exemptions to minimize tax exposure. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
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AI Liability and Malpractice Exposure (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of the emerging liability, malpractice, regulatory, insurance, and professional-conduct risks associated with CPAs' use of artificial intelligence. Participants will examine how traditional duties of care, competence, confidentiality, verification, and professional accountability apply when AI is used in accounting, tax, audit, and advisory work. Drawing on developments in the United States, Canada, and the United Kingdom, the course explores documented AI failures, regulatory expectations, insurance coverage gaps, data exposure, and practical controls CPAs can implement to make AI-assisted work more defensible 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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Effective Manager - Traits and Skills (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Many courses deal with leadership and manager skills. Whether you have held a management position for several years or are just transitioning to a manager role, you will find that becoming/remaining a good manager can often be an art rather than just a technical skill. It can be (and should be) a learning and an ever- evolving process.
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Ethics: 10 Crucial Qualities of High Character CPAs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty 2. Accountability 3. Care 4. Courage 5. Fairness 6. Gratitude 7. Humility 8. Loyalty 9. Patience 10. Presence (focus or mindfulness) You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting, and much more business. Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting. 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 Risk, Compliance, and Regulation for CFOs (2 hours)
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Online
2.0 Credits
Member Price: $119
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This course covers core regulatory, compliance, and enterprise risk areas that modern CFOs must oversee. It includes frameworks for internal controls, fraud prevention, and cybersecurity awareness — tailored for SMBs and private companies — alongside evolving regulatory expectations.
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Enterprise-Wide Risk Management in Accounting and Finance (4 hours)
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Online
4.0 Credits
Member Price: $149
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Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. 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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Tax Update: "One Big Beautiful Bill" (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.