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.
The Controllership Series - The Controller's Role in Pro Forma Financial Statements (1 hour)
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Online
1.0 Credits
Member Price: $39
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Pro forma statements are used by businesses to make decisions on planning and control, as well as for external reporting to owners, investors, and creditors. For example, giving financial estimates for a given period in a standardized manner is known as “presenting pro forma,” a Latin phrase that means “as a matter of form.” Pro forma statements can be helpful tools for business owners, investors, creditors, or decision-makers to analyze various scenarios of future events based on certain financial assumptions. It might aid in making predictions performance of the company. A pro forma income statement displays a firm’s anticipated sales and revenue. It also highlights anticipated fixed or variable operational expenses and, in the end, displays the potential profits and retained earnings for a future financial quarter. There are various types of pro-forma statements and methods to develop them. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years. However, the creation of pro forma financial statements is still a core part of their responsibility.
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IT Controls & SOC Reporting in Financial Audits (3 hours)
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Online
3.0 Credits
Member Price: $109
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This course provides a practical understanding of IT controls and SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness, and determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas and alignment with Complementary User Entity Controls (CUECs).
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The Future of Audit: Technology, Talent & Transformation (1 hour)
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Online
1.0 Credits
Member Price: $55
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The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives, and audit committee chairs, participants will explore how artificial intelligence, blockchain, and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality, and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. 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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The Controllership Series: The Controller's Role in Debt Management (1.5 hours)
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Online
1.5 Credits
Member Price: $79
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Debt Management: Debt management often involves administering loan agreements and ensuring bank compliance. Compliance: Controllers help ensure compliance with federal and local laws, provisions, and financial regulations.
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Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later (1.8 hours)
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Online
1.8 Credits
Member Price: $79
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It's been 20 years and counting since the Sarbanes-Oxley legislation was passed. In theory the legislative requirements outlined are still in place. Although the requirements haven't changed, time has changed and as a result, execution of the processes has most likely changed.
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Failure to Detect Fraud and the Reasons Why (2 hours)
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Online
2.0 Credits
Member Price: $89
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SAS 122, AU 240, Consideration of Fraud in A Financial Audit state that auditors fail to detect fraud for two reasons. One, they haven’t been trained to look for it and two, they don’t know what it looks like. I would like to add a third reason: they don’t want to find fraud because it causes problems for the audit. This session is designed to familiarize auditors with the many faces of fraud; where and how to look for them and what to do if you think you have found fraud. Not everyone is able to recognize fraud. During this program, the attributes a fraud auditor (frauditor) will be discussed. In order to recognize fraud, an auditor must understand their client’s operation. What is an indicator in one client’s operation may be business as usual in another, and you have to know the difference. After viewing this program, chances are you will never look at your client the same way! YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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New PCAOB Quality Control Standard Overview (2 hours)
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Online
2.0 Credits
Member Price: $89
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Due to advances in technology, use of outside resources, and more, PCAOB released a new integrated, risk-based standard focused on accountability and continuous improvement for all PCAOB-registered firms. This course will provide an overview of the significant elements and foundational principles of this new standard.
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The Role of Internal Control in the Risk-Based Audit (4 hours)
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Online
4.0 Credits
Member Price: $149
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This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.
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World-Class Cost Accounting: A Practical Application Part 2 (4 hours)
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Online
4.0 Credits
Member Price: $149
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Enhance your career with an invaluable skill set in cost accounting. This program presents a comprehensive cost system based on a real company, guiding you through the accurate classification of manufacturing overhead costs. Learn to distinguish between true variable and fluctuating variable costs, identify fixed overhead costs that are direct or directly assignable, and account for variances from standard costs. In this model, all manufacturing overhead costs are fully traced to products, providing practical insights you can apply directly in the workplace. It's highly recommended to take Part 1 before Part 2 as several foundational principles in Part 1 carry forward throughout Part 2.
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Forensic Accounting: When The Office Is A Crime Scene (4 hours)
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Online
4.0 Credits
Member Price: $149
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Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. 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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Risk Wrangling: Surviving the Modern Business Rodeo (2 hours)
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Online
2.0 Credits
Member Price: $89
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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.
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The Controllership Series - The Financial Close Process (1.5 hours)
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Online
1.5 Credits
Member Price: $79
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A common challenge for the controller role is in closing the month-end and period-end books in preparation to issue financial statements. This duty requires precision, timing and efficiency. In today’s digital world, many organizations have access to financial accounting software that will assist with the steps in the financial close. However, even with this aid it is critical the accountant understand the various steps for the close process and how they inter-relate to other accounting processes. This course gives you an insight into the inter-relationships between many processes that impact the financial close. The closing process has traditionally been a slow one with many companies taking two weeks to close its subsidiary’s books and another two to three weeks to roll up and consolidated the results. With the introduction of technology much has been done to help accelerate that process with integrated enterprise resource planning systems and general ledger and consolidate software. Within this segment we will discuss the elements of the financial close and also important concepts to assist the controller in accelerating their close timeline. This includes addressing all functional areas of the close including payroll, invoicing, payables, inventory, cash, and the general ledger. We will also discuss important concepts of ensuring your financial close is accurate by discussing bank reconciliations, overhead allocations, bad debt reserves, unpaid wages and accruals for vacation time, account reconciliations, deprecation and overall financial statement review. Note: This course does not address utilizing technology in the financial close. Its focus is to understand the varied procedures involved in the financial close whether or not technology is utilized.
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Group Audits: Who is Responsible for What? (2 hours)
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Online
2.0 Credits
Member Price: $89
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Financial statement audits often involve audits of components of a larger entity. This course will focus on the responsibilities for both the group auditor and component auditor, including implementation of SAS No. 149 relate to group audits. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Asset Misappropriation You Have It – They Want It (2 hours)
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Online
2.0 Credits
Member Price: $89
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Have you ever thought about stealing? If the answer is NO, then you need to find another profession because you will never be a successful fraud examiner/investigator or a financial auditor. To find fraud, you must first determine, given the opportunity through weak internal controls, how a person would steal. You have to say to yourself, given the opportunity that exists, how many ways could I take advantage of it? In other words, you must be able to think how you could steal and not be caught. So yes, to find fraud, you must first think about stealing. For a fraudster to be successful, they must make you think fraud is a legitimate transaction. They must make you think it is something that it is not. There are so many places where fraud can be hidden. It is up to you to evaluate where the risks of fraud are in an organization, then design effective investigative procedures to determine if someone took advantage of the opportunity. If they did not, how else may they have taken advantage of the opportunity? One must remember that one weakness in internal control may create several ways to take advantage of it and you must examine every such one. During this session, the many ways fraud can be hidden in asset misappropriations will be discussed. Remember, the number of ways is only limited by one’s imagination. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Not Just Your Everyday FASB Update (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course highlights significant updates that affect financial reporting and related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting and revenue recognition standards. This course will provide reminders regarding both GAAP and non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review, and compilation engagements.
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Advanced Cost Accounting: Eliminate Calculation Distortions (2 hours)
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Online
2.0 Credits
Member Price: $89
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Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products and too little cost to difficult, low-volume "dog" jobs, putting an organization with inferior information at a significant competitive disadvantage. The secret to being the “smart competitor” is learning how to deal with overhead. This session will show you how to assign 16 key overhead categories. Whether you work in a wholesale, retail, healthcare, service or manufacturing business, you will find this session invaluable. Get your cost right, and you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself.
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CPA to CFO: Essential Competencies for Finance Leaders (1 hour)
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Online
1.0 Credits
Member Price: $55
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The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements, and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples, and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. 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 to Audit Cash (2 hours)
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Online
2.0 Credits
Member Price: $89
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Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. 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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Controls to Secure the Growing Digital Footprint (4 hours)
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Online
4.0 Credits
Member Price: $149
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The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information. 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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Deep Dive into Quality Management (2 hours)
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Online
2.0 Credits
Member Price: $89
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Quality management represents a significant shift in how CPA firms design, implement, and evaluate audit and attestation quality. This course provides a focused, practical deep dive into the quality management standards and related engagement-level requirements that firms are now operating under. The course covers SQMS 1 and SQMS 2, along with related engagement-level standards, including SAS 146, SAS 145, SSARS 26, and SSAE 23. Emphasis is placed on post-implementation responsibilities, including evaluating the effectiveness of quality management systems and addressing monitoring and remediation requirements. Participants will also examine engagement-level quality management responsibilities, including the auditor’s responsibilities under SAS 146 and the engagement partner's responsibilities in SSARS engagements. The course is designed to help firms navigate the second phase of implementation, moving beyond design and rollout to ongoing evaluation, monitoring, and continuous improvement.