CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
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Progressive Management Accounting (2 hours)
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Online
2.0 Credits
Member Price: $89
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Traditional managerial accounting has often been criticized as ineffective, and in some cases even misleading, leaving many line managers skeptical of the information it provides. Modern management accounting addresses these shortcomings by developing precise cost-per-unit metrics that support budgeting, cost analysis, and performance control. Activity-Based Costing (ABC) enhances accuracy by tracing costs through cause-and-effect relationships rather than relying on broad overhead allocations. This fact-based approach delivers clear visibility into true profit margins across products, service lines, sales channels, and customers. In addition, ABC empowers organizations to reduce costs and improve productivity by reporting unit costs that track trends and benchmark performance against competitors. By moving beyond outdated accounting methods, organizations can unlock significant strategic and financial advantages.
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Supervised AI Agents as Public CPA Audit Team Members (1 hour)
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Online
1.0 Credits
Member Price: $39
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Should CPAs in public practice use Agentic AI? How? What should I not do? Join us to review how to use AI to assist in Assurance engagements, including testing internal controls. Agentic AI (‘Artificial Intelligence’) is rapidly being deployed by leading audit, compliance, and finance teams. While AI agents are not yet replacing all of today’s knowledge workers like auditors, accountants, and IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth and scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk, and compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors and IT security professionals to enhance efficiency, consistency, and assurance quality. Of critical importance is training and supervision so that the AI agents accomplish their testing to the intended quality standards. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal and external assurance.
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The Essential FASB Update with Renee Rampulla (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course is essential and designed to assist those who want to remain up to date on guidance issued by the Financial Accounting Standards Board (FASB). Learn about the accounting requirements involving crypto assets, income taxes, joint ventures, governmental grants, interim reporting, and hedging. Hear about the results and findings of the FASB's post implementation review report involving the lease standard, and much more.
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Considerations of Fraud (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides an in-depth exploration of AU-C 240, Consideration of Fraud in a Financial Statements Audit. Participants will gain practical insights into identifying, assessing, and responding to fraud risks within the context of financial statement audits. Through engaging lectures, real-world examples, and case studies, the course examines the nature and characteristics of fraud, including fraudulent financial reporting and misappropriation of assets. It also delves into the auditor's responsibilities under AU-C 240 for planning and performing audits with fraud considerations, techniques for identifying fraud risk factors and assessing risks of material misstatement, and methods for designing and implementing effective audit procedures. Additionally, participants will explore best practices for communicating and documenting findings related to potential or identified fraud. Ideal for auditors at all experience levels, this course equips attendees with the knowledge and tools necessary to navigate fraud-related complexities and maintain audit integrity. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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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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360 Budgeting: A Holistic Approach to Process and Solutions
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Online
8.0 Credits
Member Price: $250
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The budgeting process can be a time consuming and frustrating process for accountants. The constraints and pressures can lead to poor decisions in both the technical and human components. This series will offer solutions to the budgeting woes from both the big picture and in the details. Budget Mastery: Process, Problems, and Solutions The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues. The constraints and pressures can lead to poor decisions in both the technical and human components. This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets to Value This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial modeling. From the beginning of the accounting process – ‘the chart of accounts’ to the end of the process – ‘the valuation of the company’, the budgeting cycle via a live case model to learn best practices common to successful companies. This course stands on its own but is part two of a four part budget mastery series. Budget Mastery: The Human Side of Budgeting-Navigating People's issues with 360 Insight You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component. We can resolve some of our budget issues by exploring the process’ human aspect. Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you. This is a great and fun course on its own, but is also part three of a four part series on budget mastery. Budget Mastery: From Numbers to Narrative: Effectively Presenting Your Budget and Reporting Perhaps the most important element of the budget process is its communication. If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans. Presenting your budget and reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable and educational.
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From Numbers to Narrative: Effectively Presenting Your Budget and Reporting (2 hours)
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Online
2.0 Credits
Member Price: $89
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Perhaps the most important element of the budget process is its communication. If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans. Presenting your budget and reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable and educational.
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Cash Flow Clarity: Effectively Communicate Cash Flows for your Board and C-Suite (2 hours)
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Online
2.0 Credits
Member Price: $89
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The cash flow statement is one of the most confusing financial reports—yet it has the potential to deliver the essential keys to understand business performance. After all, cash is still both king and queen! This session explores how to present, interpret, and communicate cash flows effectively to help CEOs, boards, and decision makers drive smarter results. By using the Sources and Uses format, professionals can make the statement more intuitive and actionable. Learn how to simplify cash flow information and focus discussions on what matters most: how cash is generated and deployed? We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood, and we will show you how to fix that, and include some amusing videos to drive the points home. We will use the Apple Corporation as an example company in presenting.
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Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands (2 hours)
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Online
2.0 Credits
Member Price: $89
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GAAP is changing at an increasing rate. Every successful organization has a sound strategy. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategic skills are mandatory today. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will.
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Cybersecurity & IT Risk for IT Auditors and Financial Auditors (3 hours)
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Online
3.0 Credits
Member Price: $109
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This course equips financial and information technology auditors with an understanding of cybersecurity risks and their impact on financial reporting as well as cybersecurity best practices. Participants will learn to identify threats, evaluate controls, and assess risk using recognized frameworks, with a focus on audit implications.
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Foundations of IT Audit for CPAs (3 hours)
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Online
3.0 Credits
Member Price: $109
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This course introduces CPAs, financial auditors as well as technology auditors to the foundational concepts of IT auditing. Participants will learn how IT systems support financial reporting, how to assess risk in IT environments, and how IT General Controls (ITGCs) and application controls impact audit procedures. The course also introduces IT audit planning and scoping to help auditors determine what systems and controls to evaluate.
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Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value (2 hours)
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Online
2.0 Credits
Member Price: $89
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We mostly focus on the income statement, but what about other financial statements and countless other accounting concerns? This seminar is dedicated to breaking down common balance sheet issues, both on-the-books and off, that have an impact on our stakeholders and the value of the organization. Using practical analysis, we highlight several key tools in understanding and communicating the importance of the forgotten cornerstone of accounting: the balance sheet. Most notably, we dedicate time to the pressing issue of “unrecorded assets”. This session is designed to also be fun and entertaining. This seminar stands on its own but is also part of the Common Sense CFO series.
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Common Sense CFO: Decoding and Mitigating Internal and External Risks (2 hours)
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Online
2.0 Credits
Member Price: $89
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Do you get bored with similar rubrics’ cube COSO risk model courses? They are important and great, but this course is intended to offer a fresh approach on the view of risk using the dynamic landscape of modern business; CFOs are charged with navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower finance professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, we will be exposed to avoidable and onerous risk. Essential for leaders and organizations that want to survive and thrive. This seminar stands on its own but is also part of the Common Sense CFO series.
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Data Analytics & Journal Entry Testing for Auditors (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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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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Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs (2 hours)
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Online
2.0 Credits
Member Price: $89
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The role of today's financial leader, including CFO, transcends traditional financial stewardship; it demands agility, innovation, crisis management, and strategic foresight. This seminar will discuss the new, multifaceted skills and insights needed to excel in the dynamic role of modern finance. Through a blend of theory, research, and practical exercises, participants will explore the diverse roles of a CFO as innovation champions, technology evangelists, crisis managers, and change agents - leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will discuss the essential tools and insights to navigate the newer demands of financial managers with confidence and competence.
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How to Audit Prepaid Expenses (2 hours)
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Online
2.0 Credits
Member Price: $89
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Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions and common risks and threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy and reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools and confidence needed to navigate prepaid expense audits with proficiency. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Internal Control Best Practices (2 hours)
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Online
2.0 Credits
Member Price: $89
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Whether your organization is developing a new control framework or seeking to strengthen its current controls, practical development and implementation is critical. This course will review the intersectionality of controls and provide real-world examples and best practices from people to technology and process. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Contract and Procurement Fraud (2 hours)
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Online
2.0 Credits
Member Price: $89
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This session will focus on the most common types of fraud in the procurement and contracting arena, with a focus on fraud in construction. The session will examine fraud vulnerabilities in the four key phases of the procurement process: Presolicitation. Negotiation. Performance. Closeout and Claims. Within each phase, “red flags” will be discussed. These are the indicia of possible fraud that managers should be alert for. Also, within each phase, the most common fraud schemes will be highlighted and discussed. Finally, the session will describe the generally accepted safeguards or controls that should be established to prevent the various fraud schemes that can occur. This part of the program will make extensive use of actual fraud case studies designed to demonstrate fraud risks and fraud detection strategies. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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World-Class Cost Accounting: A Practical Application Part 1 (4 hours)
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Online
4.0 Credits
Member Price: $149
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Gain an invaluable skill set to advance your career by learning how to design and apply a comprehensive cost accounting system modeled on a real company. This course shows you how to precisely identify all direct and indirect manufacturing costs for each product, link direct costs to their base drivers, and recognize fluctuating variable and semi-fixed costs that are actually direct in nature. You’ll also learn how to trace certain fixed costs to products, distinguish which fixed costs are directly assignable, and apply budgeting techniques to establish accurate standard costs. It's highly recommended to take Part 1 before Part 2 as several foundational principles in Part 1 carry forward throughout Part 2.