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.
I want the TRUTH: Preparing to be an Expert Witness (2 hours)
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Online
2.0 Credits
Member Price: $89
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Many practitioners dealing with government and not-for-profit issues are asked to serve as expert witnesses in courts of law or other adjudicatory venues. This session will discuss key issues you need to know when you are asked to serve in this capacity, including: Applicable standards and other engagement acceptance considerations. Preparation requirements and techniques. Dos and don'ts of testifying. Avoiding commons traps and tricks designed to undermine your effectiveness. The session will conclude with a “mock cross-examination” with participants serving as the jury to identify what our witness does right and what he does wrong. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Leases Accounting under Topic 842 – Answers to FAQ After Implementation (2 hours)
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Online
2.0 Credits
Member Price: $89
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Lease accounting under FASB ASC 842 is now fully effective for all entities. Transitioning to new GAAP always leads to implementation issues and concerns. This course will answer the most common questions asked related to the latest lease accounting and financial reporting requirements after adoption and transition. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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NotebookLM Use Cases 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 accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You'll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare, and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs, and professional judgment so NotebookLM strengthens your analysis instead of replacing it. 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 A Complete Guide to Reporting Form 1099-DA (2 hours)
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Online
2.0 Credits
Member Price: $119
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For each digital asset sale that a broker has affected for a customer in 2025, the broker must complete Form 1099-DA. A broker includes any person who, in the ordinary course of a trade or business, stands ready to affect sales of digital assets to be made by others. This program covers the required rules for reporting digital asset transactions on Form 1099-DA.
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Surgent's A Complete Tax Guide to Exit Planning (2 hours)
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Online
2.0 Credits
Member Price: $99
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When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.
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Surgent's Capital Assets: Basis and Taxation for Financial Professionals (2 hours)
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Online
2.0 Credits
Member Price: $119
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This course provides a comprehensive understanding of capital assets taxation, basis determination, and related tax planning strategies. Participants will explore the fundamental classification of capital assets, the distinction between realization and recognition of gains and losses, and the complex rules governing disallowed losses. The course thoroughly examines the various types of capital gains and losses, including short-term, long-term, and special categories such as unrecaptured Section 1250 gains and collectibles. Attendees will learn the intricacies of netting capital gains and losses, calculating tax liabilities across different income types, and distinguishing between marginal and effective tax rates. The course also covers advanced topics including basis adjustments, wash sale rules, related-party transactions, and inherited property treatment. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective capital asset strategies that minimize tax liabilities while ensuring regulatory compliance.
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Surgent's Engagement Letters: Scope and Risk Management (2 hours)
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Online
2.0 Credits
Member Price: $99
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Strong engagement letters protect your firm. They spell out what work you will (and won't) do, who is responsible for what, and how problems will be handled. Weak or vague letters may expose firms to potential liability. In this course, you'll learn how to draft, update, and enforce engagement letters that actually work in the real world. We pull from industry guidance, malpractice insurer data, and peer-review findings to show you the clauses that matter, how to prevent "scope creep" (work expanding beyond what was agreed), and how to not compromise your independence.
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LLC's & S Corporations: a Comparative Analysis
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Online
8.0 Credits
Member Price: $239
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This course focuses on the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. Highlights of entity specific tax forms will be discussed, as well as accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well. 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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Internal Controls That May Have Prevented Fraud (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course examines 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' ability to accomplish their nefarious acts.
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CFO Series: Living in the World of AI- How AI Changed Ethics (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
Quietly, AI has already transformed how we work. These tools offer real opportunity, but they also raise fundamental questions. Is using AI ethical? Is it right? Is not using AI ethical? What happens when employees resist AI? How do we maintain trust and transparency in tools we don't fully understand? And how do we train and deploy AI ethically, without slowing innovation to a crawl? This seminar explores the ethical and organizational challenges of living (and working) in an AI world, with a focus on empowerment, clarity, and responsible implementation. We'll discuss how to deploy and train AI responsibly, avoid bias, and monitor for hallucinations. We'll also look at how to engage teams in the process and help people understand the proper use of AI. The goal is to make better use of these powerful tools, in a sustainable and ethical way.
Professional Ethical Considerations for CPAs (2 hours)
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Online
2.0 Credits
Member Price: $89
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Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA profession is built upon. 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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How AI is Automating Internal Control 26-27 (4 hours)
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Online
4.0 Credits
Member Price: $175
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Artificial Intelligence (AI) is mainstream, and most people have a basic understanding of it, but few know the depth and breadth of its capabilities. AI is making an impact in just about everything in business and our lives. The operation of an internal control system is also changing because of this incredible advancement. This course explains what AI is and how it works and goes into detail about how it can be applied to an internal control system. This course explores changes occurring in today's world as well as what's coming.
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Tax Update: "One Big Beautiful Bill" (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. 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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Retaining Top Talent: Strategies for CPA Firms (1 hour)
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Online
1.0 Credits
Member Price: $55
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In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like "pay more, expect less" to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways, and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals, and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you're a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving 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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S Corporations: How to Calculate Shareholder Basis (2 hours)
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Online
2.0 Credits
Member Price: $89
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A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans, with a focus on how to use Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. *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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Power Skills: Professionalism and Client Interactions (2 hours)
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Online
2.0 Credits
Member Price: $89
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Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when communicating with the client and also walk through complicated scenarios to practice what we learn. 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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Ethics – A Line in the Sand; Implications for Daily Business (4.2 hours) [NT]
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Online
4.2 Credits
Member Price: $149
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Ethical behavior continues to be a problem in society and even in the CPA ranks. "Ethics - A Line in the Sand" looks at the behavioral issues that influence how CPA's act. The course will address why individuals make ethical blunders, the state of ethical conduct in business organizations, the relationship between strong cultures, policy and procedures and successful ethical work environments. In addition, the course will highlight the one behavior to watch for as an indicator of potential ethical violations.
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Internal Control Frameworks for Single Audit (1 hour)
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Online
1.0 Credits
Member Price: $39
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The Uniform Guidance identifies COSO and the Green Book as best practices for internal controls in governmental audits. This course provides a comprehensive review of the COSO framework, including its 2013 update, and explores its application to the Green Book. Attendees will learn to recall the five components and 17 principles of internal control, understand the benefits of adopting internal control frameworks, and recognize the rationale behind the COSO 2013 update and its impact on auditing practices. Additionally, the course will cover how to leverage Part 6 of the Compliance Supplement to effectively document internal controls. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Workforce Transformation and Talent Management in 2025 (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus, and People Acceleration. Drawing from success stories in manufacturing, healthcare, and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs, and building sustainable talent pipelines in an era of technological disruption and demographic shifts. 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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Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 – 2 hrs (2 hours)
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Online
2.0 Credits
Member Price: $89
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This two-hour course provides a comprehensive overview of the IRS collection process, guiding tax professionals through each stage, from the initial notice to enforced collection actions. Participants will gain insights into taxpayer expectations during the collection process, as well as strategies for resolving tax debts. The course highlights when to use Form 433-A or 433-B, the documentation needed, and the criteria for submitting an Offer in Compromise (OIC) to settle tax debts for less than the full amount owed. Attendees will also learn about the various payment options available and practical approaches to advising clients. *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