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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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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Revenue Recognition - Recognize Revenue (1 hour)
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Online
1.0 Credits
Member Price: $39
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This segment is designed to evaluate Step Five of the new model dealing with recognizing revenue which is the final step in applying the new revenue recognition standard. For performance obligations that are fulfilled at a point in time, revenue is recognized at the fulfillment of the performance obligation. For performance obligations to be satisfied over time, an entity must decide how to appropriately measure the progress and completion of the performance obligation. A performance obligation is satisfied when or as control of the good or service is transferred to the customer. There are several issues companies should consider in applying step 5 of the standard: • Determining if a Performance Obligation is satisfied over time • Identifying indicators of transfer of control of good/services • Utilizing input and output methods to measure progress of revenue recognition • Understanding stand-ready obligations and how to apply discounts
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IFRS SMES vs IFRS (2 hours)
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Online
2.0 Credits
Member Price: $89
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Both IFRS and IFRS for SMEs are self-contained standards designed to meet the needs of specific financial statement users. This course is designed to explain the differences between the two standards, including disclosure requirements and recognition and measurement principles.
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Practical Excel Topics for Today’s Accountant (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.
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Claude Fundamentals for Accountants (2026 Update) (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of Claude and its growing role as an AI-powered productivity, analysis, and workflow platform for accounting professionals. Participants will learn how Claude differs from traditional search engines, spreadsheets, and chatbots, and how it can be used to accelerate drafting, research, document review, data analysis, and client communications while maintaining professional skepticism and accountability. The course explores practical prompting techniques, document and spreadsheet analysis, projects, artifacts, connectors, Microsoft 365 integrations, automation capabilities, and emerging AI workflows. Special emphasis is placed on confidentiality, privacy, ethics, verification, and professional judgment. By the end of the course, participants will understand how to integrate Claude into their daily accounting workflows to improve efficiency, strengthen decision-making, and support higher-value advisory services. The course is based on the Claude platform ecosystem, including Chat, Projects, Artifacts, Connectors, Microsoft Office integrations, Voice Mode, Design, Code, and Cowork capabilities. 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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Noble Leadership: An Ethical Approach (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Research tells us that leaders, supervisors and managers have more impact on an employee than does a therapist and/or life partner. Being a leader is a huge opportunity and privilege and requires introspection and personal growth. This webinar is infused with values of fairness, compassion, respect and more and will be of most value to individuals who believe that everyone, regardless of circumstance, deserve "certain general conditions that are ...equally to everyone's advantage" (John Rawls). The Noble leader believes in people. The Noble leader is curious and humble and invites challenge and feedback into his/her/ world. The Noble leader is a true believer in seeing the good in others, helping them to be their best which in turn helps the Leader grow as well. The Noble leader does not shy away from confronting bad behavior/performance in a respectful and clear way while believing in the inherent dignity of each individual This workshop based on ethical principles offers a glimpse into what it takes to become a Noble Leader and how one can journey through for increased self awareness and skill development. 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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Where to Hide Fraud Inventory – Expenses – Payroll (2 hours)
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Online
2.0 Credits
Member Price: $89
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Imagine you have one hundred boxes that are all supposed to be full of manufactured inventory. How do you obtain reasonable assurance—now defined as a high level of assurance—that each box is full without opening every one? You begin by assessing risk. If the client has strong internal controls over manufacturing, packing, and transport to the warehouse, there is reasonable assurance the boxes are properly filled. Next, evaluate warehouse security and controls over access, as well as procedures for removing inventory. Once satisfied that controls are both adequate and operating effectively, you can observe and count the boxes and selectively test a sample—ensuring you do not only choose the most accessible ones, as fraud is often concealed within the middle of the inventory. Based on this risk assessment and targeted testing, you can conclude with reasonable assurance that the inventory is properly stated without inspecting every box. This same approach applies to expenses and payroll: evaluate internal controls, observe processes, and perform independent test procedures. Weak internal controls in inventory, expenses, and payroll create opportunities for fraud that may lead to material misstatements. In this session, we will explore how these vulnerabilities arise and how to recognize and address them through effective audit procedures. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Getting On Top of It All: How to Work Smarter, Not Harder - Part 1 (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.
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Tax Season and OBBBA Update for Business with Steve Dilley (4 hours)
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Online
4.0 Credits
Member Price: $149
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This comprehensive tax update is designed to prepare the practitioner for the upcoming filing season by providing an in-depth analysis and update of the business tax provisions enacted under OBBBA and other recent business tax developments. Participants will examine statutory changes affecting corporate, pass-through, and individual business taxation, including modifications to depreciation, credits, deductions, compliance requirements, and planning strategies. 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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Introduction to Risk Assessment (2 hours)
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Online
2.0 Credits
Member Price: $89
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Effective risk assessment is foundational to designing an appropriate audit response. This course introduces the audit risk model and provides an overview of the risk assessment procedures performed during engagements. Participants will review the components of the audit risk model and examine common risk assessment procedures, including inquiries, analytical procedures, and observation and inspection techniques. Emphasis is placed on understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses. Designed for auditors seeking a structured introduction or refresher, this course builds foundational knowledge necessary for effective engagement planning and execution. 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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Financial Planning: Auto & Homeowners Insurance (1 hour)
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Online
1.0 Credits
Member Price: $55
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While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. 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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Strategic CFO – Developing Strategy and the Why (2 hours)
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Online
2.0 Credits
Member Price: $89
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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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Take Command of your Time (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. 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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Just Ask Why - Searching for Answers: Generating Solutions (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect.
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Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting (4 hours)
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Online
4.0 Credits
Member Price: $149
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Peer review deficiencies and professional liability claims result from both audit and nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns for a wide variety of professional services offered by public accountants. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Fraud, Controls & Ethics: Best Practices & Case Studies (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.
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The Leadership Skills of Tomorrow: Delegate and Listen (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting, and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. 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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Disrupt to Dominate: Mastering Change Leadership (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently. 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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Professional Skepticism for the Public Accountant (1 hour)
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Online
1.0 Credits
Member Price: $39
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Accountants are expected to demonstrate a questioning mindset. While such professional skepticism is an obvious requirement for assurance engagements, it is applicable elsewhere in the practice of public accounting. In fact, a skeptical mindset offers benefits to both public accountants and those who work in industry. This course provides specific examples of professional skepticism while suggesting best practices.
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Written Information Security Plans (1 hour)
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Online
1.0 Credits
Member Price: $55
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Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.