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!
Microsoft 365 Application Lightning Round Review-Updated (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. 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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New PCAOB Quality Control Standard Overview (2 hours)
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Online
2.0 Credits
Member Price: $89
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Due to advances in technology, use of outside resources, and more, PCAOB released a new integrated, risk-based standard focused on accountability and continuous improvement for all PCAOB-registered firms. This course will provide an overview of the significant elements and foundational principles of this new standard.
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S Corporations: Calculating Shareholder Basis (2 hours)
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Online
2.0 Credits
Member Price: $89
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A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. 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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Managing Your Money in Retirement (3 hours)
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Online
3.0 Credits
Member Price: $109
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You spent your life building retirement savings. Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation. Come hear a veteran financial educator talk about money management and planning issues for this phase of your life.
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Surgent's Business Law for Small Business Owners (4 hours)
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Online
4.0 Credits
Member Price: $159
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One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment, and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover basic compliance areas for small business owners. We will look at the main elements of a contract, taxation of entity types, worker classification, property law, and many of the other areas that are often overwhelming for small business owners. By being able to speak to these issues, practitioners will be able to add value and help their small business owner clients grow and thrive.
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Comprehensive Accounting and Financial Reporting Update (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. 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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Understanding Internal Control Constructs (4 hours)
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Online
4.0 Credits
Member Price: $149
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Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. 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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Comprehensive FASB & AICPA Update for Tax Professionals 26-27 (6 hours)
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Online
6.0 Credits
Member Price: $259
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This 6-hour program covers recent promulgations of the FASB and AICPA with broad applicability. In addition, the course includes the 2-hour Tax Basis Financial Statements, and 2-hour SSARS Highlight Reel, programs available as stand-alone courses.
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Estate Planning: A Comprehensive Overview 26-27
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Online
8.0 Credits
Member Price: $329
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To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning, as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to the human elements that are impacted by estate planning and related tax strategies.
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IRAs-Traditional, Roth, SEP & SIMPLE 26-27
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Online
8.0 Credits
Member Price: $329
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This comprehensive training is designed to get you quickly up to speed with the different types of Individual Retirement Accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The course will also discuss the basics of the Health Savings Account (HSA) as well as any newly enacted tax legislation related to IRAs.
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Multistate Taxation - Tax Staff Essentials
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Online
8.0 Credits
Member Price: $319
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Theoretical conundrums and compliance issues Multistate taxation has never been more relevant. This course helps you skillfully navigate the maze of corporate tax codes across jurisdictions. Learners get fresh perspectives on: Interstate activity and nexus Modifications to federal tax income to arrive at state taxable income Allocation and apportionment Filing methods for multistate taxpayers By spotlighting updates on the latest state tax reforms, this course will help you develop a working knowledge of both multistate tax compliance and related planning opportunities.
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Surgent's Social Security and Medicare: Planning for You and Your Clients
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Online
8.0 Credits
Member Price: $279
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Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.
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Understanding and Creating an Internal Control System
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Online
8.0 Credits
Member Price: $239
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Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types. 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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Leverage PowerBI.com to Create Data Analysis for Others (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Unlock the full potential of data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports, and dashboards, and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports, and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease, and add a valuable credential to your portfolio. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.