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.
Using ChatGPT with Excel (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. 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
Financial Statement Analysis (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
This hands-on workshop offers an analytical approach for designing, executing, and communicating results of a comprehensive financial statement analysis. We will explore numerous techniques and approaches that facilitate in-depth financial statement analysis. Accountants in public practice will obtain insight regarding analytical procedures, additional client services, and enhanced compliance with professional standards. Accountants in private enterprises will develop more robust techniques for understanding their organization’s financial statements to facilitate forward-thinking decisions and communication to internal and external stakeholders.
More Dates
Disrupt to Dominate: Mastering Change Leadership (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $149
See more dates
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.
More Dates
Estates & Trusts: Executor Duties and Tax Responsibilities in Estate Administration (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
This course reviews the legal, fiduciary, and federal tax responsibilities of an executor or personal representative during the administration of a decedent’s estate. Participants will examine the executor’s duties from initial appointment through final distribution, including identifying and managing estate assets, settling creditor claims, and administering distributions to beneficiaries. The course also reviews filing requirements for the decedent’s final Form 1040, the estate’s Form 1041, and the federal estate tax return, Form 706, along with the treatment of income in respect of a decedent (IRD) and basis adjustments. Participants will also examine IRS procedural requirements, including obtaining an EIN for the estate, responding to IRS notices, and recognizing potential audit risks. Emphasis is placed on practical estate administration procedures, executor liability considerations, and maintaining proper estate accounting records and documentation to support compliance with federal tax requirements. *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
More Dates
Form 1040 Individual Income Tax Prep
-
Online
8.0 Credits
Member Price: $250
See more dates
This course provides a comprehensive introduction to preparing individual income tax returns using Form 1040. Designed as a basic-level program, it walks participants through the core components of the individual return in a clear and practical manner. Participants will learn filing requirements, filing statuses, and how to determine dependents. The course covers common types of income, including wages and basic investment income, along with adjustments to income, standard versus itemized deductions, and commonly used tax credits. In addition, the course introduces basic reporting for self-employment and rental activity, focusing on how these items flow to the individual return. Preparer responsibilities, due diligence requirements, and taxpayer rights under IRS rules are also covered to provide a strong foundational understanding of individual tax preparation. *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
More Dates
Spring Tax Update with Steve Dilley
-
Online
8.0 Credits
Member Price: $239
See more dates
This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. 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 Key Current Financial and Economic Issues Facing the Financial Executive [NT]
-
Online
8.0 Credits
Member Price: $279
See more dates
The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.
More Dates
Understanding the Generation Skipping Transfer Tax (1 hour)
-
Online
1.0 Credits
Member Price: $39
This course provides a focused and practical overview of the Generation Skipping Transfer (GST) Tax, designed specifically for professionals involved in estate and gift tax planning. As Part 4 of the Form 706 and 709 series, this session zeroes in on the rules, definitions, and application of GST tax, including the mechanics of calculating the inclusion ratio and how the GST exemption operates in real-world planning scenarios. Participants will gain clarity on how to identify skip persons, the types of transfers subject to the GST tax, and the proper treatment of direct skips, taxable terminations, and taxable distributions. Through clear examples and practical instruction, this course walks participants through voluntary, timely, late, and retroactive GST exemption allocations. With increasing regulatory complexity and heightened exemption limits, understanding the GST tax is critical for practitioners assisting clients in multigenerational wealth transfers. This course supports more accurate return preparation and strategic allocation of exemptions to minimize tax exposure. *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
Retirement Planning: Next Stage for You or Your Client (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? 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
Internal Controls Over Compliance vs Compliance (1 hour)
-
Online
1.0 Credits
Member Price: $55
See more dates
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific compliance requirements. Additionally, we will address one of the most frequent findings in audits of governmental entities receiving federal grants: the misidentification of controls and the confusion between compliance and control processes. This course will help clarify the distinction, equipping you with the tools to enhance audit quality and ensure compliance effectiveness. 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
IRS Cybersecurity Checklist (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
This course is designed to provide learners with an understanding of the Internal Revenue Service (IRS) Cybersecurity Checklist and how it can be used to protect taxpayer data. The course will cover the basics of cybersecurity, including threats, risks, and vulnerabilities. Learners will be introduced to the IRS Cybersecurity Checklist, which provides a framework for organizations to assess and enhance their cybersecurity practices. The course will cover the various elements of the IRS Cybersecurity Checklist, including access control, data protection, and employee training. Learners will gain an understanding of the importance of each element and how it contributes to the overall security of taxpayer data. The course will also cover best practices for implementing each element of the IRS Cybersecurity Checklist. Throughout the course, learners will be presented with real-world examples of cybersecurity threats and breaches, highlighting the importance of effective cybersecurity practices. Learners will also be given practical exercises and assessments to reinforce their understanding of the IRS Cybersecurity Checklist. *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
Audits Under Uniform Guidance-Single Audit & NPOs 26-27 (4 hours)
-
Online
4.0 Credits
Member Price: $175
See more dates
Audits conducted under the Uniform Guidance for Federal Awards continue to be among the most challenging audit engagements as the number of federally funded programs for not-for-profit organizations continues to increase. This course will provide you with what you need to know to prepare for Single Audits conducted during 2026, including performing the compliance audit and auditor reporting responsibilities.
More Dates
Case Studies in Accounting Fraud 26-27 (4 hours)
-
Online
4.0 Credits
Member Price: $175
See more dates
This course is designed to present the most common types of financial statement fraud and embezzlement, illustrated through real cases and situations. We'll distinguish financial reporting fraud from misappropriation of assets and highlight common schemes involving one or both types of fraud. We'll review high-profile cases and other real-world situations to emphasize the CPA's role and responsibility. This course will also touch on updated GAAS requirements. Get ready to examine the methods used to perpetrate and disguise schemes, learn how fraud can be detected by both management and auditors, and explore the CPA's role in preventing and detecting both types of fraud.
More Dates
Vows Made Visible: Ethics and the Call of the Profession 26-27 (4 hours)
-
Online
4.0 Credits
Member Price: $175
See more dates
Learn various codes of professional conduct and standards of ethical conduct, recent cases involving professional responsibility for the accounting profession, ethical frameworks and more.
More Dates
Vows Made Visible: Ethics and the Call of the Profession 26-27 (4 hours)
-
Online
4.0 Credits
Member Price: $175
See more dates
Learn various codes of professional conduct and standards of ethical conduct, recent cases involving professional responsibility for the accounting profession, ethical frameworks and more.
More Dates
Navigating Mergers & Acquisitions with AI: The Future of Deals (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $149
See more dates
Mergers and acquisitions can be complex, risky, and filled with unexpected challenges—but they don’t have to be overwhelming. This course provides a clear and practical overview of the M&A process, helping professionals understand the critical stages of evaluating opportunities, structuring deals, conducting due diligence, and navigating post-transaction integration. Participants will learn practical techniques that help organizations avoid the common traps that derail many transactions while improving the likelihood of successful outcomes. The session also explores how emerging AI tools are beginning to enhance deal analysis, uncover deeper insights, and support better decision-making throughout the M&A process.
More Dates
Al Capone to Cybercrime: The Journey of IRS Special Agents (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering, and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise, and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes, and trained and mentored other special agents. 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
Advanced Personal Financial Planning Update 26-27
-
Online
8.0 Credits
Member Price: $329
See more dates
New personal financial planning strategies are emerging due to passage of the One Big Beautiful Bill and evolving personal goals in difficult economic and legal environments. Drawn from recent publications and government directives, this course reviews the latest financial strategies and planning changes from the past year in insurance, investments, tax, estate and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.
More Dates
Creative Strategies for Buying, Selling, or Gifting a Business - Webcast
-
Online
8.0 Credits
Buying, selling, or gifting a business requires thoughtful tax and estate planning to ensure a smooth and tax- efficient transaction. This course provides a practical overview of the key tax implications and planning techniques involved in structuring these transfers. You'll examine valuation methods, transaction types, and the tools needed to guide clients through complex business decisions. We'll also cover strategies for minimizing tax exposure and preserving family wealth, including the use of trusts, partnerships, and ESOPs. Special attention is given to transferring business interests in a way that aligns with both personal and financial goals. Whether planning an exit or succession strategy, this course prepares you to offer informed, creative solutions.
Pension and Profit-Sharing Plan Strategies 26-27
-
Online
8.0 Credits
Member Price: $329
See more dates
Whether saving for retirement, reducing taxes, or combining the two, pension and profit-sharing plan strategies are your go-to solution. Discover the type of plan documents that work best for your clients, how to terminate a plan, different retirement plans you can choose from, contribution & deduction limits, reporting & disclosure rules, Form 5500 & participant communication requirements, and even how to do in-plan Roth conversions. Get ready to make retirement planning for your clients a breeze.