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.
CFO Series - Spring/Summer Bundle
Multiple Events Between -
Up to 0.0 Credits
Member Price: $560
After purchasing this bundle, you will automatically be registered for all five sessions included in the series (up to 40 hours CPE credit total). See dates/topics included in the series at the bottom of page. The 2026 CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose an entire year's worth of CPE with a single decision! The CFO Series consists of a year's worth of CPE including 20, brand new two-hour topics presented by different speakers spread over two months. Arrange all 40 credits you need by signing up for just one series. There are 2 days remaining in June. Each day is offered virtually for your convenience and runs from 8:00am to 3:30pm. Register for the 2026 CFO Series Bundle and save up to $80!
SALT Mastery Series Bundle
Multiple Events Between -
Up to 20.0 Credits
Member Price: $600
A Deep Dive into State and Local Tax TopicsUnlock the secrets of effective state and local tax strategies with our comprehensive SALT Mastery Series! Elevate your expertise, stay ahead of legislative changes, and gain practical insights tailored for tax professionals. Join us for an in-depth exploration of advanced techniques, guided by industry-leading experts. Don’t miss this opportunity to master the complexities of SALT and transform your tax practices. Sign up today and take the first step towards becoming a SALT expert! There are 10 courses in the bundle. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the SALT Mastery Series bundle and save up to $150!
Trust & Estate Mastery Series Bundle
Multiple Events Between -
Up to 20.0 Credits
Member Price: $600
This comprehensive Trust & Estate Mastery Series is designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics of trust structure and document interpretation to advanced concepts like Distributable Net Income, complex trust elections, and the taxation of specialized trusts. Sign-up today and take the first step towards becoming a Trust & Estate expert!There are 10 courses in the bundle. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $150!
2026 Internal Audit Series Bundle - NEW!
Multiple Events Between -
Up to 6.0 Credits
Member Price: $300
After purchasing this bundle, you will automatically be registered for all three sessions included in the series (6 hours CPE credit total). See dates/topics included in the series at the bottom of page. The NEW Internal Audit Series delivers three, expert-led sessions designed to help confidently navigate today’s internal audit landscape. Each session is offered in a convenient, flexible virtual format - making it easy to join from anywhere, gain actionable insights and walk away with knowledge to immediately apply.The series is led by Elizabeth McDowell, CPA, CIA, founder of Audit Forward and a seasoned internal audit leader with more than 20 years of experience. She brings real-world insights to every session. Known as an “edutainer,” Elizabeth combines education and entertainment to make auditing concepts engaging, practical and memorable. Purchase the 2026 Internal Audit Series Bundle and save up to $75! OSCPA has partnered with the Iowa Society of CPAs for this new series.
OSCPA Member Appreciation Day: Your Exclusive Free Access to Expert Insights and CPE (5 hours) - Webcast
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Online
5.0 Credits
Back by popular demand! After a highly-rated Member Appreciation Day last year, we are bringing it back—because you asked, and because OSCPA values your continued membership. As a thank-you to our members, we’re offering a day of expert-led learning at no cost. That’s up to five hours of FREE CPE, exclusively for OSCPA members. Join us for an engaging learning experience designed to keep you informed, inspired, and connected—while earning complimentary CPE from trusted experts and partners.CPE: Up to 5 hours Why Attend? Back by Popular Demand: Our fall Member Appreciation Day was a huge success—don’t miss this encore event Expert-Led Sessions: To be announced soon Diverse, Practical Topics: Sessions tailored to the evolving needs of accounting professionals Earn up to 5 Free CPE Credits: Complimentary and exclusive to OSCPA members Stay Current: Get timely updates on key developments impacting the profession Enhance Your Skills: Gain actionable insights you can immediately apply for clients and your organization Who Should Attend? This event is designed for OSCPA members at every career stage—from seasoned professionals to those new to the field—who want to build career-skills and stay current. Not an OSCPA member yet? Join OSCPA today and unlock exclusive benefits—starting with free access to this members-only CPE experience. Join or renew here. Space is limited, and interest is high following last year's success. Register now to secure your spot today!
AI for CPAs Series - Fall/Winter Bundle - NEW!
Multiple Events Between -
Up to 8.0 Credits
Member Price: $300
After purchasing this bundle, you will automatically be registered for the sessions included in the series (up to 8 hours CPE credit total). See dates/topics included in the series below. Artificial intelligence (AI) is no longer a future concept - it’s already reshaping the accounting profession. From automating routine tasks to enhancing data analysis, AI is changing how CPAs work and the value they deliver. New tools, evolving regulations and emerging risks mean today’s knowledge can quickly become outdated. AI isn’t replacing CPAs, but CPAs who understand AI will lead the way forward. Staying informed isn’t optional, it’s essential.This NEW Fall/Winter AI Series delivers four, expert-led sessions designed to help you confidently navigate today’s rapidly evolving AI landscape. Each session is offered in a convenient, flexible virtual format - making it easy to join from anywhere, gain actionable insights and walk away with knowledge to immediately apply. 10/16/26 - The AI Revolution in 2026: What CPAs Should Know (2 hours - morning) - Webcast 10/23/26 - AI 101 for CPAs: Core Concepts and Practical Applications (2 hours - morning) - Webcast 12/18/26 - Agentic AI for CPAs: Automate Workflows with Intelligence (2 hours - late morning) - Webcast 12/30/26 - Smarter Tax Services with (AI) Tools (2 hours - morning) - Webcast Each course in the series is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the AI for CPAs Series - Fall/Winter Bundle and save up to $80!
Ethics, AI, and Music: What Every CPA Must Know (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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You may be surprised to learn how artificial intelligence is transforming the music you love. For example, what happens when AI creates songs based on other people's work without credit or payment? How should musicians disclose the role of AI in their recordings? The challenges that AI poses for music, such as threats to intellectual property, confidentiality, fairness, and professional reputations, are also front and center in accounting. This one-hour ethics course invites you to explore one of your favorite subjects outside of work. You'll discover how the five principles of ethical intelligence can help you listen to music in ways you never considered before. You'll also see how these same principles guide you in making the best decisions in your accounting practice. 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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Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits (2 hours)
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Online
2.0 Credits
Member Price: $89
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Sampling is an important method for determining the extent of testing controls, testing compliance, and tests of substantive details. It allows the auditor to apply procedures to less than 100% of the population yet extend results to project likely conclusions about the entire population. This module will describe the proper process for both attribute testing and variable sampling in financial statement and compliance audits. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Ethics: Court Orders, Confidentiality, and Compliance (2 hours)
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Online
2.0 Credits
Member Price: $89
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Tax professionals often find themselves navigating complex ethical terrain when responding to court-ordered summonses, especially in emotionally charged settings like divorce. This course explores the ethical obligations and legal boundaries that govern the disclosure of taxpayer information, with a focus on IRC 7216 and 6713, Circular 230, and the Gramm-Leach-Bliley Act (GLBA). Through scenario-based learning and practical analysis, participants will examine how ethical principles intersect with legal mandates and how to maintain professional integrity when faced with conflicting client interests, ambiguous court orders, or pressure to over-disclose. This course emphasizes informed consent, scope limitations, and the preparer's duty to protect confidentiality even when disclosure is legally permitted. This course provides the tools and frameworks needed to make sound decisions, avoid regulatory pitfalls, and uphold the highest standards of practice in sensitive legal contexts. 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 and Financial Distortion: What May Be Hiding Behind the Numbers (2 hours)
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Online
2.0 Credits
Member Price: $89
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Financial statements are intended to communicate the financial condition of an organization, but the numbers themselves are only a translation of underlying business operations. When financial professionals focus solely on the accounting presentation without understanding the operational realities behind those numbers, significant risks, distortions, or even fraud can go undetected. This course explores how CPAs, auditors, controllers, and financial analysts can apply operational thinking when reviewing financial information. Participants will learn how to translate financial results back into operational language and evaluate whether a business model is plausible. Through practical examples and real-world case studies, the program highlights warning signs that may indicate financial distortion or misrepresentation. The session equips participants with practical questions and analytical tools to help identify what may be hiding behind seemingly reasonable financial statements.
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Individual Tax Update: OBBA and Recent Developments (2 hours)
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Online
2.0 Credits
Member Price: $89
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A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. 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 Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (2 hours)
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Online
2.0 Credits
Member Price: $99
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When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis). If the partnership's assets have appreciated sufficiently, the difference between the new partner's inside and outside basis can be substantial. This disparity can deprive the new partner of depreciation deductions and inflate his or her share of the gain from subsequent property dispositions unless a Section 754 election is in effect. The Section 754 election can also apply when a partnership makes a distribution of property and the basis of the distributed property to the partnership and the basis the partner/distributee will take in the distributed property are not equal. In this case, a partnership can recover basis it would otherwise lose if the 754 election were not in effect.
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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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Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Targets can be a powerful catalyst for remarkable achievements - from landing humans on the moon to eradicating smallpox and repairing the ozone layer. However, poorly designed targets can have severe consequences, potentially leading to executive imprisonment, corporate collapse, or even loss of life. This course uses real-world examples and case studies to guide you through a practical, step-by-step process for crafting robust, effective, and credible targets for your organization. You'll learn how to harness the positive potential of targets whilst avoiding the pitfalls that can derail even the most well-intentioned performance initiatives.
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Forensic Accounting: When The Office Is A Crime Scene (4 hours)
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Online
4.0 Credits
Member Price: $149
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Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. 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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Hands-On Tax Return Workshop – S Corporations (Form 1120S)
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Online
8.0 Credits
Member Price: $300
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This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns. *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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Managing Current Fraud Trends in a Shifting Environment
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Online
8.0 Credits
Member Price: $239
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As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. 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 Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
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Online
8.0 Credits
Member Price: $279
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The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.
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Surgent's Industry Accountant Key Performance Metrics
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Online
8.0 Credits
Member Price: $279
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This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.
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Analyzing Financial Statements (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.