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.
Ethics for CPAs: The Practical and the Possible (2 hours)
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Online
2.0 Credits
Member Price: $89
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Award winning discussion leader, former AICPA Council Member, and former state accountancy board member Mark Hugh will review the AICPA Code of Professional Conduct and its interpretations; discuss new developments in regulation at the national and state level; and discuss examples of best practices, case studies, and disciplinary actions.
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Leveraging ChatGPT for Innovative Business Advisory Services (2 hours)
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Online
2.0 Credits
Member Price: $89
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In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI's powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for increased business analysis efficiency, profitability, and growth. It also provides hands-on training for implementing these techniques in real-world scenarios. 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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Forensic Accounting: Finding Hidden Treasure in Tax Returns (4 hours)
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Online
4.0 Credits
Member Price: $149
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Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing, and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations. 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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Basic Individual Taxation Course (2 hours)
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Online
2.0 Credits
Member Price: $89
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Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. 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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Audit Risk Assessment in Plain English (2 hours)
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Online
2.0 Credits
Member Price: $89
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Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA’s clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity’s environment, the entity’s internal controls, and assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples and language.
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Self-Rental Real Estate: Passive Activity & Section 199A (2 hours)
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Online
2.0 Credits
Member Price: $89
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This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. 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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Accounting for Leases (2.6 hours)
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Online
2.6 Credits
Member Price: $99
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In February 2016, FASB issued ASU 2016-02, Leases, which provides new guidelines that change the accounting for leasing arrangements. To be able to properly account for leases, financial professionals must understand ASU 2016-02 (also referred to as Topic 842). This guidance covers information on how leases should be accounted for. The previous leasing standard (ASC 840) had been in existence for almost 40 years. Under ASC Topic 842, lessors continue to classify leases as operating, direct financing, or sales-type. While lessees now classify leases as operating or financing leases. Previous guidance only required capital leases to be reflected on the BS. The new guidance requires all leases to be reflected on the BS. This is a major change for organizations and will cause their balance sheets to swell as leases must now be disclosed on the balance sheet. The standards original effective dates were prior to 2019. In April 2020, due to COVID-19, FASB voted to defer the effective date for ASC 842 for private companies and certain not-for-profit's for one year. For private companies and private not-for-profits, the leasing standard will be effective for fiscal years beginning after December 15, 2021, and interim periods within fiscal years beginning after December 15, 2022. For public companies the leasing standard is effective for fiscal years beginning after December 15, 2019, including interim periods within those fiscal years. The course covers elements of lease classification for both lessees and lessors. Also, numerous examples are incorporated as reference.
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ChatGPT and Advanced Financial Analysis for Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools. 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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Consulting Services Secrets (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Award winning discussion leader Mark Hugh discusses how to create and capture value with consulting services. Whether you want to consult a little or full time, this valuable course reviews identifying a specialty, growing a practice, capturing value, creating deliverables, and effective marketplace marketing strategies.
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The AB5s of Employees and Independent Contractors (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course explores the tests used to determine whether a worker is properly characterized as an employee or an independent contractor for tax purposes, with a focus on the cost of getting it wrong and possible Section 530 relief. The game changing impact of the Dynamex case and AB5 will also be discussed. *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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Accounting for the Gig Economy (2 hours)
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Online
2.0 Credits
Member Price: $89
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Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. 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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Asset Misappropriation You Have It – They Want It (2 hours)
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Online
2.0 Credits
Member Price: $89
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Have you ever thought about stealing? If the answer is NO, then you need to find another profession because you will never be a successful fraud examiner/investigator or a financial auditor. To find fraud, you must first determine, given the opportunity through weak internal controls, how a person would steal. You have to say to yourself, given the opportunity that exists, how many ways could I take advantage of it? In other words, you must be able to think how you could steal and not be caught. So yes, to find fraud, you must first think about stealing. For a fraudster to be successful, they must make you think fraud is a legitimate transaction. They must make you think it is something that it is not. There are so many places where fraud can be hidden. It is up to you to evaluate where the risks of fraud are in an organization, then design effective investigative procedures to determine if someone took advantage of the opportunity. If they did not, how else may they have taken advantage of the opportunity? One must remember that one weakness in internal control may create several ways to take advantage of it and you must examine every such one. During this session, the many ways fraud can be hidden in asset misappropriations will be discussed. Remember, the number of ways is only limited by one’s imagination. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Mining Your Firm Client Database for Revenue (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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Your client database is more than a record of past engagements-it's a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying cross-selling potential to leveraging automation tools for proactive outreach, this webinar will equip firm leaders and client managers with actionable strategies to turn dormant data into dynamic business development. Whether you're a solo practitioner or part of a larger firm, you'll walk away with a roadmap for transforming your client list into a revenue-generating engine. 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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S Corporation Essentials: Stock & Loan Basis Reporting (2 hours)
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Online
2.0 Credits
Member Price: $89
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This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions. *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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State Tax Nexus: Frequently Awkward Questions (2 hours)
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Online
2.0 Credits
Member Price: $89
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Award winning discussion leader Mark Hugh discusses both nexus basics and new developments in the dynamic, ever changing world of state income and sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in states comprising 50% of the US, and identifies free, online multistate resources. *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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Qualified Business Income (QBI) Deduction (§199A) – The Ins & Outs
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Online
8.0 Credits
Member Price: $300
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The Tax Cuts and Jobs Act (TCJA) was a major overhaul of our tax system that lowered the income tax rates for individual and corporate taxpayers and introduced the new 20% qualified business income (QBI) deduction for sole proprietors and pass-through entities. The cornerstone of this course is the comprehensive discussion of the 20% QBI deduction final regulations under IRC §199A. *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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Failure to Detect Fraud and the Reasons Why (2 hours)
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Online
2.0 Credits
Member Price: $89
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SAS 122, AU 240, Consideration of Fraud in A Financial Audit state that auditors fail to detect fraud for two reasons. One, they haven’t been trained to look for it and two, they don’t know what it looks like. I would like to add a third reason: they don’t want to find fraud because it causes problems for the audit. This session is designed to familiarize auditors with the many faces of fraud; where and how to look for them and what to do if you think you have found fraud. Not everyone is able to recognize fraud. During this program, the attributes a fraud auditor (frauditor) will be discussed. In order to recognize fraud, an auditor must understand their client’s operation. What is an indicator in one client’s operation may be business as usual in another, and you have to know the difference. After viewing this program, chances are you will never look at your client the same way! YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Assessing Independence Under Yellow Book (1 hour)
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Online
1.0 Credits
Member Price: $39
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Maintaining independence and adhering to strict ethical standards are essential for professionals in governmental auditing. The Government Accountability Office's (GAO) Yellow Book sets the benchmark for ethics and independence in this field, forming the foundation of professional compliance. This course provides a focused review of key principles and independence requirements, equipping participants with the tools to identify and mitigate common risks of noncompliance. Through practical guidance and real-world examples, attendees will learn to uphold the highest ethical standards and ensure independence in governmental auditing. 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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Overcoming Tech Adoption Challenges in CPA Firms (1 hour)
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Online
1.0 Credits
Member Price: $55
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The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients, and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks, and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks, and building a technology-forward culture that enhances both efficiency and client value. Participants will explore the CPA Firm Digital Maturity Model to assess their firm's readiness for transformation, examine the evolving AI ecosystem specifically designed for accounting applications, and discover how leading firms are leveraging AI to move beyond traditional compliance work toward high-value advisory services. The course addresses critical considerations for firms of all sizes, from solo practitioners to large regional firms, providing actionable frameworks for prioritizing technology investments, measuring success beyond traditional ROI metrics, and developing the hybrid talent needed to thrive in an AI-enhanced future. Whether you're a firm leader hesitant about technology adoption or a forward-thinking professional ready to champion change, this course equips you with the knowledge and tools needed to navigate the technology revolution transforming the accounting profession. 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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Communicate Financial Concepts to Non-Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message.