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.
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Ethics: How to Give and Receive Criticism the Right Way (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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How well do you accept criticism? How might it enrich your business - and you - if you did a better job of it? This distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It's even better to welcome criticism. It's also a good idea to learn how to give criticism the right way. A related topic is the art of giving and receiving apologies, and we'll do a deep dive into this area as well. You'll leave with clear guidelines for how to criticize others, accept criticism from them, give meaningful apologies, and accept apologies with grace and ethical intelligence. The result will be a stronger CPA practice and a better you. 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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Client Advisory Services Risk Management for CPAs 2026 (1 hour) [NT]
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Online
1.0 Credits
Client advisory services offer CPAs an opportunity to strengthen client relationships and provide broader business guidance. As firms expand these services, clear communication about roles, responsibilities, expectations, and boundaries becomes increasingly important. This presentation will explore common risk management considerations that arise when providing advisory and related services. Participants will learn how thoughtful planning, documentation, and client communication can help reduce misunderstandings and support effective client service. The session is designed to help CPAs provide valuable advisory services while managing professional liability exposure and maintaining appropriate professional boundaries.
HR Investigations – Episode 3 – Gathering-Analyzing-Reporting (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for gathering and analyzing evidence and reporting the investigation results. Attendees will end the session with takeaways to immediately implement in future HR investigations. Three of three Episodes in the series.
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The Controllership Series: The Controller's Role in Artificial Intelligence (1.4 hours)
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Online
1.4 Credits
Member Price: $39
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Here's a more detailed look at the controller's role in AI: 1. Data Integrity and Quality: • Controllers are responsible for ensuring the quality and integrity of data used to train and inform AI models. • They work to establish data governance frameworks, implement data quality initiatives, and ensure data lineage (tracking data from source to downstream systems). 2. Risk Management: • Controllers assess potential risks associated with AI implementation, including inaccuracies, vulnerabilities, and ethical considerations. • They help define and implement risk management frameworks for AI, ensuring that AI systems are used responsibly and ethically. 3. Compliance: • Controllers stay informed about relevant regulations and ensure AI systems are compliant with those regulations. • They monitor AI systems to ensure they are not violating any laws or policies. 4. Transparency and Auditability: • Controllers work to ensure that AI decisions are transparent and auditable. • They establish processes to review AI decisions and identify potential biases or errors. 5. Collaboration and Training: • Controllers work with IT and business teams to understand AI's capabilities and limitations. • They provide training to teams on how to use and manage AI tools effectively. 6. Value Creation: • Controllers can leverage AI to identify areas for automation, improve efficiency, and gain real-time insights into financial operations. • They can use AI to make more informed decisions and create more strategic recommendations for action. 7. Emerging Role: • The role of the controller is evolving with the rise of AI, with controllers becoming more hands-on throughout the implementation process. • They are increasingly seen as catalysts for AI-enabled transformation, helping to identify potential use cases and build confidence in the technology This course will explore many of these topics.
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Mastering the Excel Lookup Functions (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. 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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Sub-Recipient Monitoring 2026: Understanding the Pass-Through Requirements for Managing and Monitoring Your Sub-Awards (2 hours)
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Online
2.0 Credits
Member Price: $89
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The Uniform Guidance requirements for subrecipient monitoring and management were updated effective October 1, 2024, introducing new expectations for pass through entities overseeing federal awards. This session will provide practical guidance on implementing compliant subaward agreements, performing risk based monitoring, and managing subrecipient financial performance in accordance with 2 CFR SS200.331-200.333. Attendees will also gain insight into indirect cost rate requirements, fixed amount, and subaward agreements to strengthen oversight and prepare for federal agency or Single Audit reviews. Using fixed amount awards to solve an out-of-the-box solution. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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2026 Washington Tax Brief (1 hour)
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Online
1.0 Credits
Join us for the Washington Tax Brief, your essential update for navigating the fast-moving tax landscape. Designed for professionals who need to stay informed and prepared, this webcast delivers timely insights into the most critical legislative, regulatory, and emerging tax issues coming out of Washington.
SOC 2 Reports - Structure, Usage, and Review (1 hour)
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Online
1.0 Credits
Member Price: $55
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This course provides a comprehensive overview of SOC 2 reports, focusing on their structure, purpose, and how to interpret and apply them in a compliance or risk management context. Participants will learn about the five Trust Services Criteria (Security, Availability, Processing Integrity, Confidentiality, and Privacy), the difference between Type I and Type II reports, and the key components of a SOC 2 report including the system description, management assertion, and testing results. The course also covers common pitfalls in relying on SOC 2 reports and best practices for evaluating scope, subservice providers, and complementary user controls. Designed for auditors, compliance professionals, and vendor risk reviewers, this session equips attendees to effectively analyze and apply SOC 2 reports 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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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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Advanced Cost Accounting: Eliminate Calculation Distortions (2 hours)
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Online
2.0 Credits
Member Price: $89
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Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products and too little cost to difficult, low-volume "dog" jobs, putting an organization with inferior information at a significant competitive disadvantage. The secret to being the “smart competitor” is learning how to deal with overhead. This session will show you how to assign 16 key overhead categories. Whether you work in a wholesale, retail, healthcare, service or manufacturing business, you will find this session invaluable. Get your cost right, and you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself.
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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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Budget Mastery: Process, Problems, and Solutions (2 hours)
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Online
2.0 Credits
Member Price: $89
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The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues. The constraints and pressures can lead to poor decisions in both the technical and human components. This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization.
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Agentic AI in Audit and Assurance (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of agentic artificial intelligence and its emerging role in audit and assurance. Participants will examine how AI agents differ from traditional generative AI by planning tasks, using software tools, taking actions, and completing multi-step workflows with limited human intervention. The course explores current audit applications, including substantive procedures, confirmations, risk assessment, disclosure testing, and continuous monitoring, while addressing new risks involving autonomy, permissions, prompt injection, multi-agent systems, and accountability. Participants will also examine regulatory developments, professional standards, controls, evidence requirements, ethics, liability, and the strategic implications of agentic AI for audit firms. 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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ChatGPT Deep-Dive Hands-on Bootcamp for CPAs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it a tool that every CPA should have a basic understanding of how to use and apply in business. This course will provide a comprehensive review and demonstration of how to put ChatGPT to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of ChatGPT on your computer. Practice files will be provided so you don't have to expose your confidential data. 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 Liquidation of Flow-Through Entities for LLCs and Partnerships (2 hours)
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Online
2.0 Credits
Member Price: $99
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Part of the technical competence of most experienced accounting and finance professionals is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate. Entity liquidations do not occur every day; but they do occur, and often at very critical times in the business life of the entity and its owners. All accounting and finance professionals should be able to advise their clients about the tax issues associated with client businesses that go out of existence and liquidate. This program explains the tax consequences associated with liquidating S corporations, partnerships, and multiple-member limited liability companies treated as partnerships.
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Ethics: Critical Thinking, Case Studies and Fraud (4 hours)
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Online
4.0 Credits
Member Price: $139
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While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, and to the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations, with special focus on the AICPA Code of Professional Conduct and AU-C Section 315.
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Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit rvices, Including Bookkeeping and Preparing Financial Statements (4 hours)
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Online
4.0 Credits
Member Price: $149
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The majority of peer review deficiencies and malpractice claims result from nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns.
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Create Measures in Power BI that Define Your Metrics (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Unlock the full potential of your data with our specialized course, "Create Measures in Power BI that Define Your Metrics". Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You'll embark on a journey to master the art of Data Analysis Expressions (DAX), a powerful tool in the Power BI suite to create metrics. This course is meticulously crafted to transform you into a proficient user, capable of harnessing complex DAX calculations to bring your data to life. The course content is thoughtfully structured to ensure a comprehensive learning experience. Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. This course is an invaluable step towards mastering Power BI and making data-driven decisions with confidence. 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 Industry Update 26-27
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Online
8.0 Credits
Member Price: $329
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Stay current on recent changes in accounting and auditing. Review Financial Accounting Standards Board (FASB), U.S. Securities and Exchange Commission (SEC), Private Company Council (PCC), Public Company Accounting Oversight Board (PCAOB) and American Institute of Certified Public Accountants (AICPA) standard-setting activity in the current year. Implementation dates will be provided so you can plan for changes, and the course will highlight the changes that will be implemented in the current year. Also, we'll discuss the difference between public and private company requirements.
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Federal Tax Update: Business Comprehensive 26-27
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Online
8.0 Credits
Member Price: $329
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This course is a comprehensive overview of critical Federal tax law updates resulting from changes to current laws, regulations and court cases impacting all business entity types, including S corporations, Partnerships, C corporations and Sole Proprietorships. We will also review recent modifications to tax forms, small business tax law and administrative updates, retirement plan changes and tax practice and procedures.
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