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.
Form 1120S - Preparation and Analysis (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Participants will also learn how to calculate shareholder basis and understand the strategic advantages and limitations of an S corporation. *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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OBBA of 2025: Business Overview (2 hours)
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Online
2.0 Credits
Member Price: $89
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THE ONE BIG BEAUTIFUL BILL IS NOW THE ONE BIG BEAUTIFUL ACT!!! (Signed into law on July 4, 2025!) This program provides a summary of the major business provisions of the OBBA of 2025 (H.R. 1), focusing on provisions that have been extended and/or made permanent without changes and those provisions which had major changes or are new for 2025 and beyond. *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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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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Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Ready to elevate your career as an Accountant, Controller, or CFO? This course helps you build the core competencies needed to excel in these roles—focusing on technical expertise, business acumen, leadership, people skills, and the integration of AI tools. Learn how to go beyond tracking financial results to analyze business dynamics, uncover insights, and drive strategic decisions with AI-driven analysis. Develop the vision and strategy to lead organizational growth, while honing leadership skills to inspire teams and navigate change. Strengthen your ability to communicate effectively, collaborate across departments, and influence key stakeholders, with a focus on using AI to enhance decision-making and operational efficiency. With a practical, real-world approach, this course empowers you to master the skills that make you a successful leader in finance.
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New Tips and Overtime Tax Rules: Compliance and Best Practices (1 hour)
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Online
1.0 Credits
Member Price: $39
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This program provides a comprehensive overview of the latest rules and regulations governing tips, overtime pay, and related tax obligations. Participants will learn how to calculate, report, and withhold taxes on tips; apply new overtime rules; and ensure compliance with the new federal law. **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.
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Scared Straight: White Collar Crime and Beyond (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Fraud poses a significant risk to businesses, organizations, and individuals, leading to financial losses, reputational damage, and legal consequences. This comprehensive course, led by Dr. Richard G. Brody, an esteemed expert in forensic accounting and fraud prevention, explores the underlying mechanisms, motivations, and methods of fraudulent behavior. Through real-world case studies, expert analysis, and interactive discussions, participants will gain critical insights into the psychology of fraud, organizational vulnerabilities, and ethical breakdowns that enable misconduct. The course equips attendees with the latest fraud detection techniques, risk assessment strategies, and internal control best practices to proactively identify and mitigate fraud risks while fostering a culture of integrity and accountability.
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Looking at the AICPA’s “Non-authoritative Guidance” From an Ethics Perspective (2 hours)
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Online
2.0 Credits
Member Price: $79
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Most professional accountants are at least somewhat familiar with the AICPA’s Code of Professional Conduct, available at the AICPA’s online ethics library. But the online ethics library also includes other information, such as non-authoritative case studies. This course provides an overview of – and commentary on – these instructive supplemental materials.
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Enhancing Performance Through Effective Coaching (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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This business coaching course is designed to enhance your coaching effectiveness by integrating innovative tools like ChatGPT (Generative AI) to support and elevate your coaching practice. You'll explore the key differences and similarities between coaching and managing, uncover the most important skill every coach should master, and learn how to get to the root cause of any problem. With hands-on coaching strategies, including neuro-linguistic programming (NLP) techniques, you'll enhance your ability to drive results. Additionally, you’ll discover how to use performance gap analysis to identify and bridge gaps, ensuring the success and growth of the individuals you coach.
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Strategic CFO Series - Big Picture Skills
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Online
8.0 Credits
Member Price: $250
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Strategic CFO is a four-part series that answers the “why” and “direction” our companies take and our role in thinking about this big picture to infuse into our everyday lives. Strategic CFO – Strategic Financial Communications Financial professionals are expected to do more than report numbers-they must explain them in ways others understand and trust. This session focuses on improving financial communication by addressing financial literacy gaps, simplifying complex accounting concepts, and building compelling narratives around data. Participants will learn how to use stories, visuals, and language effectively to communicate strategy, performance, and risk. Through examples and interactive discussion, this session helps CPAs and CFOs become clearer, more confident communicators in both live and virtual environments. Also, some video clips will be used to add to the learning materials and research. Don't worry, they are pretty entertaining. Strategic CFO – Strategic Cash Management Cash is the lifeblood of every organization, yet many leaders struggle to explain, manage, and plan for it effectively. This session focuses on strategic cash management, capital structure decisions, and financing options available to organizations at different stages of growth. Participants will explore how CFOs balance today's cash needs with long-term strategy, evaluate debt and equity decisions, and communicate cash flow concepts to non-financial stakeholders. The session emphasizes practical frameworks, real-world examples, and modeling approaches that support better cash decisions. A few negotiation videos will be displayed to bring humor and effectiveness to the key points. Strategic CFO – Strategic Risk Management Risk management is no longer a compliance exercise-it is a core strategic responsibility of today's CFO and CPA. This session demystifies Enterprise Risk Management (ERM) by walking through the COSO framework in clear, practical terms. Participants will learn how risk integrates with strategy and performance, how organizations identify and assess risk, and how leaders respond to uncertainty in a disciplined way. Using examples, polling, and case discussions, this session equips financial professionals to communicate risk effectively and help organizations protect and create value. Some funny video clips will be used to focus on the learning material. Strategic CFO – Developing Strategy and the Why 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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Effective Governance for Nonprofit Success (1 hour)
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Online
1.0 Credits
Member Price: $39
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Effective governance is the cornerstone of any nonprofit organization. This course delves into the foundational elements of nonprofit governance, emphasizing fiduciary duties, board responsibilities, and best practices for board operations. Participants will explore key compliance requirements, risk management strategies, policy development, and regulatory obligations. By the end of the session, you'll be equipped with practical tools and insights to confidently navigate the complexities of nonprofit governance. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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The Complete Guide to the Preparation of Form 1041
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Online
8.0 Credits
Member Price: $250
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Preparing Form 1041 is essential for tax professionals working with estates and trusts. This course provides a practical, step- by-step approach to completing the U.S. Income Tax Return for Estates and Trusts, covering key issues such as distributable net income (DNI), income in respect of a decedent (IRD), and tax compliance for fiduciary entities. Participants will gain a clear understanding of Subchapter J of the Internal Revenue Code and learn how to apply tax rules to real world situations. Through case studies and line-by-line instruction, this course equips professionals with the skills needed to prepare Form 1041 accurately and efficiently. Additionally, it will include updates on any new legislation or IRS guidance introduced by the current administration and its impact on fiduciary taxation. *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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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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Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025 (2 hours)
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Online
2.0 Credits
Member Price: $119
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Schedule 1-A is a new tax form designed to consolidate four key OBBBA deductions that can be taken for the first time in 2025. Ultimately these four deductions: the tip deduction, the overtime deduction, the deduction for interest paid on a new car loan, and the senior deduction, appear as a single entry on line 13b of Form 1040. These deductions are phased out at higher income levels, the calculation of which takes place on Schedule 1-A. Accounting and finance professionals who wish to understand the mechanics of the four deductions and how they are expressed on Schedule 1-A and consolidated on Form 1040 would benefit from taking this program.
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Surgent's Unique Tax Attributes of Different Entity Types (2 hours)
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Online
2.0 Credits
Member Price: $99
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When putting together a financial plan, it is important to remember that the tax situation of the business and the individual are often intertwined. Therefore, decisions about entity type are vitally important. Practitioners need to understand not only how different entities are taxed, but also which taxes will have the greatest impact on the individual owner. In this course, we will explore when self-employment taxes apply to business income, as well as some of the lesser-known taxes that apply to flow-through entities. We will even explore when a PTE election could be helpful to a small business owner.
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Partnership Checkup: Tax Issues & Forms Reporting (4 hours)
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Online
4.0 Credits
Member Price: $149
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This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts & now required for tax form reporting, as well an overview of K-2 and K-3 reporting requirements and effective dates. *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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A Guide to Sampling - Part 1 (2 hours)
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Online
2.0 Credits
Member Price: $89
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Sampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable and basics of planning a sample. We'll then focus on the application of sampling in financial statement audits with a look at sampling for substantive procedures. We'll look at the use of monetary unit sampling and tools that can be leveraged to reduce bias in sampling. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Surgent's Unconscious Bias in the Workplace (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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This interactive professional development course explores the concept of unconscious bias and its impact on workplace dynamics, decision-making, and organizational culture. Through engaging exercises, real-world case studies, and reflective activities, participants will gain a deeper understanding of how implicit attitudes shape perceptions and behaviors — often without conscious awareness. The course empowers learners to recognize their own biases, understand their origins, and develop strategies to mitigate their effects in professional settings. Participants will leave with actionable tools to foster a more inclusive, equitable, and respectful workplace.
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Maximizing the Tax Benefits of an Installment Sale (1 hour)
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Online
1.0 Credits
Member Price: $39
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This course will explore the many complex rules of installment sales, with a focus on the tax treatment and strategies to maximize the benefits. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handout Tab and submit to kori.herrera@acpen.com
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Cost and Pricing Models: Boost Your Bottom Line (2 hours)
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Online
2.0 Credits
Member Price: $89
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If sales increase, so should profits. Yet, the opposite result often leaves executive’s scratching their heads. When organizations work with inferior cost information, they make mistakes in four specific situations. Bad information causes sellers to overprice easy, high-volume work and under-price difficult, low-volume work. This session discusses how to use activity-based costing to build accurate costing models that consider far more than just the labor and materials necessary to provide goods and services.
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Benford’s Law and Other Digital Analysis Techniques (1.8 hours)
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Online
1.8 Credits
Member Price: $79
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Numbers and especially the digits within those numbers can conceal a lot of information. Benford's Law and other digital analysis techniques can be the keys to unlocking that information. This session will explain what Benford's Law is, how it works, and how it can be used to reveal bogus information and made-up data. Accountants and auditors should understand how to use this valuable audit tool as well as other digital analysis techniques. But, if you attend this session, you must promise not to reveal the secret behind these techniques to any fraud perpetrators. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.