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 8.0 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!
CFO Series: Essential Cost Containment - 5 Tech & 3 [NT] - NEW! - Webcast
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Online
8.0 Credits
Member Price: $320
We all want to make the organization more profitable, but do we do it the best way? Many simply hack away at costs and then repeat the same unwieldy process every eighteen months. Do our internal and external customers truly understand our numbers? There is a better way to communicate financial information, so they DO understand and take the proper actions. Building an effective team always results in improved performance, talent retention and reduces costs. We also discuss the ethics of creativity - is creativity good or bad or a mixed bag? We will discuss how, and specifically what, you can do to rein in costs and get the most from what the organization already has and remains ethical. These four sessions will help you become better at controlling the right costs and becoming more successful. This day of the CFO Series will focus on these four topics: Improving Profitability the Right Way: How to Cut the Right Costs Building High-Performing Teams: Cohesive Teams Get Results Do Creative Accountants Belong in Prison? Storytelling Your Financials for Impact: Narrative Beats Numbers This event is part of OSCPA's 2026 CFO Series, designed to provide a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to choose multiple days of CPE with a single decision. Each day consists of a subject-matter expert, leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level, colleague-to-colleague approach with case studies, group discussions, and team exercises. Register by May 1 and save $20 of this webcast. Register for the 2026 CFO Series Bundle and save up to $200 (that is $40 off each course)!
The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $79
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In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.
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The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.
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BUNDLE: CFO Series - August 2026 - 6 Tech & 2 [NT]
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Online
8.0 Credits
Member Price: $249
This series includes four 2-hour consecutive Friday sessions, airing live beginning August 7, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course. You receive significant savings when purchasing these webinars as a bundle. The CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to attend multiple webinars of CPE with a single decision. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.
CFO Series: Improving Profitability and Cut the Right Costs (2 hours)
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Online
2.0 Credits
Member Price: $89
Cost cutting is easy, but cutting the right costs is NOT easy. Most cost-cutting exercises fail, either by cutting the wrong costs, cutting too much, cutting too little, ignoring interrelated impacts, taking shortcuts, or waiting too long. The internal politics are problematic. One key solution is to take sufficient time to plan properly and assess the true goals and objectives. Planning is essential. We will show you how to cut the right costs correctly and avoid career-killing blunders.
CFO Series: Beyond Likes & Shares: Social Media at Work (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
In our social media world of scrolling, liking, sharing, and sometimes reporting, there is a dilemma that hits hard in the workplace. Should we use social media? How can we use social media responsibly? Can we separate our personal self from our professional self? We will discuss the numerous errors made when dealing with social media and the negative fallout. Social media often drives cultural trends and conversations. Even if someone isn't directly participating in these conversations online, they may still be exposed to them through mainstream media, conversations with others, or public events. We will review what is and is not acceptable for a professional to do. Your people ARE using social media, but are they using it to inadvertently damage the organization and the brand? Be prepared with a plan before another social media fiasco happens.
The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
See more dates
In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.
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BUNDLE: CFO Series - September 2026 - 6 Tech & 2 [NT]
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Online
8.0 Credits
Member Price: $249
This series includes four 2-hour consecutive Friday sessions, airing live beginning September 4, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course. You receive significant savings when purchasing these webinars as a bundle. The CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to attend multiple webinars of CPE with a single decision. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CFO Series: Advanced Financial Analysis: Use the Right Tools (2 hours)
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Online
2.0 Credits
Member Price: $89
Humans are hard-wired to fear uncertainty, but we can learn from the ambiguity that is common today. The upside of uncertainty is that it is the gateway to new possibilities, including new tools. The analytical tools we currently use were designed for the physical world, but today we live in a data-driven digital world, especially for those in the service economy. What are the best tools to deal with unknowns and ambiguity in today's environment? We will show you how to use the right tools in the proper manner.
The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
See more dates
In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.
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CFO Series: Acute Uncertainty Won't Go Away = More Failures? (2 hours)
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Online
2.0 Credits
Member Price: $89
"Man plans, God laughs." Perfection is fantasy, we must accept uncertainty. Most of our plans are useless and outdated within weeks after we think they are 'finished'. Welcome to today's world, e.g., the pandemic, great recession, supply chain issues, tax changes, tariffs and countless other changes that come from nowhere. What do we do? Do we stop planning? No! Instead we need to change what we do because the 'old' methods have failed countless times. We must change our way of thinking in a world where change is normal and a better way to plan. Some risks can be quantified, but most cannot. Some hazards are measurable, most are not. We will discuss multiple tactics to minimize (as best as practical) threats and gambles so we can feel better about our decisions. We can do a better at planning and dealing with uncertainties, but it is impossible to be perfect. Join us to learn how can we better deal with an ever-changing environment. There are methods to deal with ambiguity and doubt, we will review these approaches to help you plan.
BUNDLE: CFO Series - October 2026 - 6 Tech & 2 [NT]
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Online
8.0 Credits
Member Price: $249
This series includes four 2-hour consecutive Friday sessions, airing live beginning October 2, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course. You receive significant savings when purchasing these webinars as a bundle. The CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to attend multiple webinars of CPE with a single decision. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.
CFO Series: Identify the 'Good' Clients to Improve Margins (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
Some customers are unprofitable from an economic or time perspective, but many organizations do not know the difference. When an organization has a unique, well-differentiated service or product, understanding value from the customer's perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what is valuable from the customer's point of view. What is value? Why do brand, value, and customer focus matter? Developing a deep understanding of our customers is vital. Our most important customer might be someone we haven't yet recognized. Understanding both external clients and internal stakeholders, including the evolving role of the finance department, is critical to long-term success.
Tactical CFO Series - Make Your Business Process Work For You
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Online
8.0 Credits
Member Price: $250
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Tactical CFO is a four-part series that answers the how and execution aspects of our strategies and financials. The titles include: Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance Description – Traditional budgets often consume significant time while delivering limited operational value. This session reframes budgeting as a tactical management tool rather than a once-a-year accounting exercise. Participants will explore how to redesign the budget process to improve communication, accountability, and decision-making across the organization. The session emphasizes output-based metrics, flexible budgeting approaches, benchmarking, and educating non-financial managers so budgets become a tool for managing performance, not just controlling spending. Tactical Business Systems – Getting the Most from Information Systems and ERP Description – CFOs are increasingly accountable for the effectiveness of information systems, even if IT does not formally report to them. This session focuses on the tactical role finance leaders play in evaluating, selecting, implementing, and managing information systems. Participants will gain a practical framework for understanding IT, ERP systems, security, and emerging technologies such as AI. The session emphasizes asking the right questions, aligning systems with strategy, and avoiding common pitfalls that cause system implementations to fail. Tactical Data Management – Turning Data into Actionable Information Description – Organizations collect massive amounts of data, but far less information that actually improves decisions. This session focuses on how CFOs and CPAs can tactically manage data to generate insight, improve performance, and reduce risk. Participants will explore financial and non-financial data, data organization, and the role of analytics in understanding customers, operations, and employees. The session emphasizes clarity, simplicity, and storytelling so data supports better decisions rather than overwhelming stakeholders. Tactical Finance Leadership – Building the Finance Team of Tomorrow Description – The finance function is changing rapidly, driven by technology, demographics, and evolving business expectations. This session focuses on the tactical leadership skills CFOs and CPAs need to build and lead high-performing finance teams in the years ahead. Participants will explore how roles, skills, and expectations are shifting, and how leaders can prepare their teams for increased automation, real-time reporting, and greater strategic involvement. The session blends practical leadership guidance with forward-looking insights.
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CFO Series: Decision Making in Our Non-linear World (2 hours)
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Online
2.0 Credits
Member Price: $89
We live in a non-linear world that is neither predictable nor stable. Sometimes we may feel that we may just as well 'throw the dice' since making decisions seem like playing an unpredictable game. What we need are better tactics and tools to improve our decision-making process. All decisions are about the future, and the future is uncertain. In this seminar we will examine the decision-making process itself to find better ways of managing an uncertain future. We will examine the fundamental concepts that we learned in management accounting and will challenge some of the conventional wisdom and correct some common misconceptions.
CFO Series: Indispensable Skills - 4 Tech & 4 [NT] - NEW! - Webcast
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Online
8.0 Credits
Member Price: $310
Whether you are a seasoned executive or a young staff professional, you are involved with tasks that can make or break the organization. Raising financing is the single most important duty of leadership, especially for those in finance. We will show you how to raise capital efficiently, detailing a proven process. Strategy is vital, but most organizations do a poor job of implementing their strategy. A great strategy that was poorly implemented is pointless. Are we getting the most out of our talent? Do we really understand which clients are valuable and which are not? Are we retaining our top talent and getting the most from their contributions? There is a right way and a wrong way. These skills are invaluable and indispensable. Please join us to enhance your vital skills! This day of the CFO Series will focus on these four topics: Raising Capital: How to Execute the Leaders' Most Crucial Responsibility Accounting for People: Workforce Trends and Talent to Add Value Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients Activate and Execute Your Strategy: Turn Planning into Results OSCPA has partnered with the Idaho Society of CPAs for this event.
The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.
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Strategic CFO Series - Big Picture Skills
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Online
8.0 Credits
Member Price: $250
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Strategic CFO is a four-part series that answers the “why” and “direction” our companies take and our role in thinking about this big picture to infuse into our everyday lives. Strategic CFO – Strategic Financial Communications Financial professionals are expected to do more than report numbers-they must explain them in ways others understand and trust. This session focuses on improving financial communication by addressing financial literacy gaps, simplifying complex accounting concepts, and building compelling narratives around data. Participants will learn how to use stories, visuals, and language effectively to communicate strategy, performance, and risk. Through examples and interactive discussion, this session helps CPAs and CFOs become clearer, more confident communicators in both live and virtual environments. Also, some video clips will be used to add to the learning materials and research. Don't worry, they are pretty entertaining. Strategic CFO – Strategic Cash Management Cash is the lifeblood of every organization, yet many leaders struggle to explain, manage, and plan for it effectively. This session focuses on strategic cash management, capital structure decisions, and financing options available to organizations at different stages of growth. Participants will explore how CFOs balance today's cash needs with long-term strategy, evaluate debt and equity decisions, and communicate cash flow concepts to non-financial stakeholders. The session emphasizes practical frameworks, real-world examples, and modeling approaches that support better cash decisions. A few negotiation videos will be displayed to bring humor and effectiveness to the key points. Strategic CFO – Strategic Risk Management Risk management is no longer a compliance exercise-it is a core strategic responsibility of today's CFO and CPA. This session demystifies Enterprise Risk Management (ERM) by walking through the COSO framework in clear, practical terms. Participants will learn how risk integrates with strategy and performance, how organizations identify and assess risk, and how leaders respond to uncertainty in a disciplined way. Using examples, polling, and case discussions, this session equips financial professionals to communicate risk effectively and help organizations protect and create value. Some funny video clips will be used to focus on the learning material. Strategic CFO – Developing Strategy and the Why Effective CFOs and CPAs play a critical role in shaping and executing organizational strategy. This session focuses on how strategy is developed, why many strategic plans fail, and how finance leaders can help organizations create focus in an increasingly complex and fast-changing environment. Participants will explore competitive advantage, the use of financial and non-financial metrics, and the importance of aligning strategy with mission, culture, and resources. Through discussion and real-world case examples, attendees will gain practical tools to evaluate, measure, and support successful strategies across for-profit and nonprofit organizations. Use of some video reels will add levity to some of the key points.
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CFO Series: Build Your Team, Cohesive Teams That Get Results (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
Teamwork is the ultimate competitive advantage, both because it is so powerful and so rare. Why do some teams produce and win, while others fail? What do great team leaders do that make their team a success? Whether you run the executive staff of a multinational company, a small department within a large organization, or even if you are a team member in a small team that needs improvement, we will share proven techniques to enhance teamwork. The best leaders are unselfish and put the team first. It is not complicated to build a team, but it takes effort, and we will show you how.