CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
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Start From Trust: An Evidence-Based Approach to AI Adoption (1 hour)
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Online
1.0 Credits
Member Price: $55
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AI is now built into software that CPA firms already use, and the pressure to have a position on it keeps rising. For most small and midsize firms the question is not whether these tools matter, but how to engage with them on terms that fit a practice built on trust, confidentiality, and professional judgment. This course makes an evidence-based case that professional skepticism is an asset in technology decisions, provided it is aimed at the right target. Drawing on research in trust calibration, human and AI decision making, cognitive offloading, and professional identity, it examines why experienced professionals discount sound algorithmic advice, what that discounting costs in accuracy, and where reasonable caution turns into accidental delay. Participants locate their firm on the AI Trust and Usage Quadrant, apply five trust questions to vendor claims, and review bounded first steps designed to protect independent judgment during a pilot. The course is vendor neutral and recommends no product. 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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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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Introduction to Risk Assessment (2 hours)
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Online
2.0 Credits
Member Price: $89
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Effective risk assessment is foundational to designing an appropriate audit response. This course introduces the audit risk model and provides an overview of the risk assessment procedures performed during engagements. Participants will review the components of the audit risk model and examine common risk assessment procedures, including inquiries, analytical procedures, and observation and inspection techniques. Emphasis is placed on understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses. Designed for auditors seeking a structured introduction or refresher, this course builds foundational knowledge necessary for effective engagement planning and execution. 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 Applying ASC 820: The Basics of Fair Value Accounting (4 hours)
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Online
4.0 Credits
Member Price: $159
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While once thought just to apply to banking and financial institutions, entities now need to apply fair value accounting under ASC 820 across a variety of transactions. Whether you are assessing financial instruments, leases, business combination accounting, or impairment measurement, GAAP either requires or allows the use of fair value measures in an expanding number of circumstances. Now is the time for you to get up-to-speed on the basics of the fair value approach. In this course, we will review when fair value accounting is required and when an entity can select to use it. Then we will review the basics of the ASC 820 model, including the concept of "exit price," the various approaches that an entity may follow when using a fair value approach, and the different levels of inputs that an entity may consider when determining fair value. Lastly, the course will provide examples of when and how to apply this complex accounting guidance.
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Surgent's Mastering Accounting for Income Taxes (4 hours)
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Online
4.0 Credits
Member Price: $159
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Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and the use of exercises, this course will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes, income tax expense, uncertain tax positions, and other classification and disclosure requirements. We will also explore some specialized areas of income tax accounting, such as intraperiod allocations of income tax expense, global minimum tax developments, and the financial reporting impact of the One Big Beautiful Bill Act (OBBBA) signed into law in July 2025, and review finalized and emerging updates to ASC 740, including expanded disclosure requirements under ASU 2023-09. In summary, this course is the place to be to enhance your accounting for income taxes IQ.
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Forensic Accounting: Court Approved Methods of Proof (4 hours)
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Online
4.0 Credits
Member Price: $149
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How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved methods of proof, when to use them, and how to calculate the total loss. 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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Advanced IT Audit & Real-World Testing (3 hours)
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Online
3.0 Credits
Member Price: $109
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This advanced course focuses on executing IT audits in real-world environments. Participants will learn how to perform walkthroughs, design testing procedures, evaluate control effectiveness, and prepare audit-ready documentation.
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Understanding and Creating an Internal Control System
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Online
8.0 Credits
Member Price: $239
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Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types. 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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Profiles in Fraud (2 hours)
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Online
2.0 Credits
Member Price: $89
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Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. 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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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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Tax Basis and other Special Purpose Frameworks 26-27 (4 hours)
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Online
4.0 Credits
Member Price: $175
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GAAP has become too complex for many small and private entities. As an alternative, many entities have adopted special purpose frameworks (formerly called OCBOA). This program guides entities through the acceptable methods of non-GAAP financial statements, the advantages and disadvantages of each, and presentation of the statements and disclosures.
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Audits of 401k Plans 26-27 (6 hours)
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Online
6.0 Credits
Member Price: $259
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The audit landscape for 401(k) plans is shifting'fast. Recent reviews by the U.S. Department of Labor, combined with the introduction of Statement on Auditing Standards No. 136 (SAS 136), are changing how audits are conducted and what's expected of both auditors and plan sponsors. This course gives CPAs the insights and guidance they need to confidently navigate these changes. We'll explore the impact of SAS 136 and other recent updates, with a clear look at the responsibilities involved in an ERISA Section 103(a)(3)(C) audit'the new standard that has replaced the old limited scope audit. You'll also learn about the most common compliance issues flagged in 401(k) audits, based on findings from the Department of Labor and peer reviewers, and walk away with practical strategies and corrections to strengthen your audit approach.
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OCBOA Case Studies 26-27
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Online
8.0 Credits
Member Price: $329
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Understanding the advantages and disadvantages of alternatives to Generally Accepted Accounting Principles (GAAP) financial statement presentations is vital to making proper client choices. For example, practitioners may seek to use the Other Comprehensive Basis of Accounting (OCBOA) financial statement presentations, as GAAP will increase complexity and the cost of compliance. Here, we'll explore compliance with the preparation, presentation, disclosure and reporting nuances of cash- and tax-basis financial statements. We'll also discuss the AICPA's Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs). This course meets the specific OCBOA requirements that CPAs must meet for the re-issuance of their license.
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How to Audit Expenses & Payables (2 hours)
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Online
2.0 Credits
Member Price: $89
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It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. 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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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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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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The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla (4 hours)
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Online
4.0 Credits
Member Price: $149
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Many entities prepare their financial statements using non-GAAP frameworks, such as tax and cash basis. Participants who attend this course will learn the unique reporting and disclosure requirements when preparing non-GAAP financial statements commonly referred to as special purpose frameworks (SPFs) or other comprehensive basis of accounting (OCBOA) financial statements.
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Proper Financial Accounting for Partnerships and LLCs (4 hours)
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Online
4.0 Credits
Member Price: $149
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Although they are the most common entities for small and mid-sized business, financial (book) accounting for partnerships and LLCs are rarely discussed. This course examines the proper financial accounting for these tax-driven entities.
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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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Proper Financial Accounting for S Corporations (4 hours)
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Online
4.0 Credits
Member Price: $149
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Proper financial accounting for S corporations involves adhering to specific accounting principles and tax regulations designed for this unique business structure. This course examines the proper financial accounting for S Corporations.