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.
An Exhaustive Look At Fraud and Ways To Control It
-
Online
8.0 Credits
Member Price: $239
See more dates
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
-
Online
8.0 Credits
Member Price: $299
See more dates
In today's fast-paced environment, keeping up with the latest accounting and auditing requirements for governments and nonprofits can be challenging, but this course makes it easier! Designed to save you time and effort, this comprehensive update provides clear explanations of the most important developments affecting governments and nonprofits. Using a highly illustrative and innovative format, the course features over 25 focused exercises to strengthen your working knowledge and ensure you leave prepared to apply the latest accounting and auditing standards with confidence. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
More Dates
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
-
Online
8.0 Credits
Member Price: $279
See more dates
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.
More Dates
Reasonable Compensation for S Corps (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
More Money: Strategic Ways to Improve Cash Flow (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Performance Management (1 hour) [NT]
-
Online
1.0 Credits
Member Price: $39
See more dates
The tools for managing performance and addressing misconduct are not identical. The failure to point this out to leaders has often resulted in the use of the wrong tool. Reinforcing good performance and securing improvements in performance requires skill in coaching employees, making effective requests, and providing effective feedback. This course provides practical knowledge and scripts for setting, communicating, and enforcing performance expectations, such that personal and employer liability is avoided.
More Dates
Powerful Public Speaking (1.5 hours) [NT]
-
Online
1.5 Credits
Member Price: $39
See more dates
How you say what you say is more important than what you say. According to a UCLA study, 93% of a communicators effectiveness is based on non-verbal cues. This foundational program include a focus on the verbal, vocal and visual delivery techniques appropriate for the business environment, which can improve a speakers credibility, influence and impact. Depending on the course length other topics include; managing fear, organizing your presentation, increasing attention and interaction, handling questions, infusing humor, creating impactful visuals, and more.
More Dates
Private Company Simplified GAAP Alternatives (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
The FASB formed the Private Company Council to provide certain alternatives in U.S. GAAP that are only available to nonpublic business entities, with limited exceptions for certain nonprofits. This course will provide insight into when adopting the accounting and financial reporting alternatives would be to the advantage of private companies. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
More Dates
Internal Control - Testing for Operating Effectiveness (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Surgent's Mastering Client Management for Accounting and Finance Professionals (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $99
See more dates
Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.
More Dates
Surgent's Stock vs. Asset Acquisitions of C Corporations (2 hours)
-
Online
2.0 Credits
Member Price: $99
See more dates
A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Accounting and finance professionals advising their clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course.
More Dates
Leadershift: Drive Results Through Ethical Performance Mgmnt (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $149
See more dates
Do you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results that are repeated year after year. Striking the balance between these two critical aspects does not have to be rocket science. In this power-packed course, the formula to be an Inspirational leader has been masterfully developed and covers the soft skills of Inspirational leadership and the Results Model: Goal Setting + Coaching + Follow Up with proven results from dozens of both large and small companies. These cornerstones are simple but can be hard to execute because it is HOW you do it first, then WHAT you do second. This exciting course is designed to ignite your leadership skills by putting theory into practice; drilling into real live examples and experiencing first-hand what excellence sounds like through role-playing and building your action plan. Get ready to become an inspirational leader and learn the steps required to get the results you really want. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
CFO Series: Indispensable Skills - 4 Tech & 4 [NT] - NEW! - Webcast
-
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.
Finance and Innovation: Reinvent Your Organization and Dept. [NT]
-
Online
8.0 Credits
Member Price: $239
See more dates
Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how, and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Risk Wrangling: Surviving the Modern Business Rodeo (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Risk-based factors are becoming exponentially important considerations for accountants in both public practice and industry. We examine the nature of risks for today's enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 and other guidance aimed at risk considerations for professional engagements. Public and private accountants will enhance their capabilities for assessing and addressing risks faced by today's organizations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Ethical Considerations in Record Retention: Should I Keep or Should I Throw (1 hour)
-
Online
1.0 Credits
Member Price: $39
See more dates
Requirements surrounding record retention continue to leave many practitioners confused. What documents must you keep, how long must you keep them and which can you destroy? Discuss why it is important to understand the requirements and the potential impact it can have on both the governmental unit and the CPA firm.
More Dates
Performance Management - Hiring to Retiring (1.2 hours) [NT]
-
Online
1.2 Credits
Member Price: $39
See more dates
How you onboard a new employee is critical in ensuring they understand your company culture and are immersed properly in your organization. On the flipside, in the event you are dealing with an employee termination, this too is critical in handling with care and sensitivity.
More Dates
Mergers and Acquisitions: Complete Guide to Relevant Issues (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Arthur Werner will provide financial professionals with the information their teams will need to successfully plan and execute mergers and acquisitions. For major topics covered, see below. This course may be customized or tailored based on the needs of your organization. *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
More Dates
Microsoft Teams for CPAs: Unlocking Its Full Potential (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration, and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review and demonstration of the key features of Microsoft Teams that you can harness to optimize the return on your Microsoft 365 investment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Leading for Well-Being: Building Resilient Teams & Thriving Workplaces (3.5 hours) [NT]
-
Online
3.5 Credits
Member Price: $129
See more dates
Leaders set the tone for workplace well-being. This program will equip leaders with the tools to build resilient teams. Creating a culture of mental wellness allows employees to feel safe, valued and heard. This will improve productivity, reduce burnout and absenteeism and ultimately, create a workplace where employees can thrive. Leaders will also learn the importance of nurturing their own self-care to prevent burnout for themselves in order to be the best leader possible.