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.
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ChatGPT for Accountants: 50+ Use Cases (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. 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 CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs (2 hours) [NT]
Online
2.0 Credits
Member Price: $89
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In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.
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Surgent's The Accounting Leaders’ Survival Guide - Strategies for Managing Organizational Change (2 hours) [NT]
Online
2.0 Credits
Member Price: $99
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Our country and our accounting methods have undergone huge changes in the previous few years, most of it challenging. Individuals and entire businesses have been left reeling by new tax regulations, doing more with less, and employment restructuring. Organizations must adjust quickly; notwithstanding how painful these changes have been. This course instructs accounting managers on how to deal with change and stress in the workplace. Before it affects them in a negative way, the accounting professional will learn how to best manage the changing work environment and the stress that comes with it. "The first wealth is health," remarked Ralph Waldo Emerson, but for many of us, stressful jobs are putting our health at jeopardy.
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Financial Planning: Auto & Homeowners Insurance (1 hour)
Online
1.0 Credits
Member Price: $55
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While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. 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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Public Procurement Basics: Protecting the People's Money (2 hours)
Online
2.0 Credits
Member Price: $89
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Procurement is a critical component of successful government operations. While there are challenges in public procurement, there are a number of guidelines and requirements that will help lead you to success. This course will offer guidance on how governments can meet complicated procurement needs and develop best practices that protect public and Federal funds. 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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EPICenter Webcast Series: Boundaries Before Burnout – Saying No with Confidence (1 hour) [NT]
Online
1.0 Credits
Member Price: $49
Today's fast-paced work culture often pushes emerging professionals to take on more, say yes too often, and run themselves ragged in the name of growth. Without boundaries, that drive can quickly lead to burnout.This EPICenter webcast reframes boundaries as a leadership strength. We'll dig into: Why saying "no" feels hard How overcommitment affects your effectiveness Practical ways to set and communicate limits with confidence Through real examples and actionable tools, you'll learn how to protect your time and energy while still being seen as collaborative and capable. Whether you're balancing client demands, team needs, or competing priorities, this session will help you lead with clarity and sustainability before burnout takes hold.
The Art of Marketing for CPAs (4 hours) [NT]
Online
4.0 Credits
Member Price: $149
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To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants. In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing.
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Small Business Risk Avoidance (4 hours) [NT]
Online
4.0 Credits
Member Price: $149
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Enterprise Risk Management for SMEs
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Seeing Beyond the Numbers: Analysis for CFOs & Controllers (4 hours)
Online
4.0 Credits
Member Price: $149
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Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user. 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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Technology Trends for CPAs and CFOs: 2026 Update (2 hours)
Online
2.0 Credits
Member Price: $89
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Believe it or not, AI is not the only mega trend in the information technology landscape. There are many other trends that enable and leverage the power of AI. As a CPA professional, it is imperative that you develop a baseline understanding of the key technology trends that are impacting businesses across the board. This course will provide the update you need to help you understand the nature of the key technologies and the role they play. 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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Productivity Hacks for Working Remote (1.2 hours) [NT]
Online
1.2 Credits
Member Price: $39
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In this course, we will share tips and tricks for working remotely. You will learn what to do/what not to do in a virtual working environment, strategies for leading teams remotely, employee engagement ideas, and techniques and tools for teleworking.
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Advanced ChatGPT for Accountants (2 hours)
Online
2.0 Credits
Member Price: $89
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This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks. 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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Resistance to Resilience: Strive for Tech Change Acceptance (1 hour)
Online
1.0 Credits
Member Price: $55
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Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and automation, and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM), and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. 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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2026 University Night UO Student / CPA Dinner
Eugene
1.0 Credits
Co-sponsored by the OSCPA Emerald Empire Chapter and the UO Beta Alpha Psi Chapter. Join us for the 2026 University Night! This event brings together UO accounting students and local CPAs for networking, career conversations, and community building. Whether you’re a student exploring the CPA path or a professional eager to support and inspire future colleagues, this event is a great way to strengthen the local accounting community and make meaningful connections. UO Student Fee: ComplimentaryCPA/New Professional Fee: $50.00 Special Dietary Needs? After registering, go to "My OSCPA" on the website and select "My Profile," scroll down to the Special Needs section and select your dietary restriction(s). We do need a headcount of all vegetarian or vegan meal requests prior to the event.- You may also email your dietary restrictions to membership@orcpa.org. Registration Deadline: Wed., 10/14/26 Students: Sign up and connect with local professionals where you will gain insights on being a CPA and build lasting connections. You will see many of your classmates at this event and the professionals are eager to share their experiences with you. They understand that you may not yet know exactly what CPAs do – they remember being in the same position themselves. They hope to give you the insights that others gave them years ago. This is an excellent opportunity to learn about your future career whether it is in public accounting, industry, or government. Questions? Please contact the Dylan Jones at dylrj@uoregon.edu. CPAs/New Professionals: You will be seated with UO accounting student(s) for the dinner. This is your chance to connect with the next generation of accounting professionals and share your experiences as a CPA. Your time and insights are greatly appreciated. Questions? Please contact Sarah Coffman or Tonna Hollis. Student Registration Instructions: Click "Add to Cart" Select a "STUDENT" Option: Yes, Beta Alpha Psi (BAP) Member/Pledge" OR Not a BAP Member/Pledge. Select your academic year in college. Select your internship option. Click "Checkout" Login (if you haven't already). In cart, make sure to click all the way through. If you have successfully registered you will receive a confirmation email within 24 hours. CPA/New Professionals Registration Instructions: Select the "CPA/New Professional Attendee" option in each section (Registrant / Academic Year / Intership). Click "Add to Cart" Login (if you haven't already) In cart, make sure to click complete the checkout process. If you have successfully registered you will receive a confirmation email within 24 hours. Thank you to UWorld Roger CPA Prep, for sponsoring the 2026 UO Student/CPA Dinner.
Surgent's Industry Accountant Key Performance Metrics
Online
8.0 Credits
Member Price: $279
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This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.
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The Leadership Skills of Tomorrow: Delegate and Listen (2 hours) [NT]
Online
2.0 Credits
Member Price: $89
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Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting, and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. 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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Cryptocurrencies for the CFO: Explaining Blockchain (2 hours)
Online
2.0 Credits
Member Price: $89
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What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do, and will continue to, impact our workplace and lives?
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Unleashing Creativity in the Workplace (1 hour) [NT]
Online
1.0 Credits
Member Price: $39
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In today's fast-paced and competitive business landscape, the ability to foster creativity is more crucial than ever. Unleashing Creativity in the Workplace is a CEU course designed for HR professionals who are eager to cultivate an environment where creativity drives productivity, innovation, and engagement. Through this course, you will learn how to leverage creativity to enhance individual, team, and organizational performance-ultimately achieving your company’s goals faster and more efficiently. Christine Wilson, a counselor turned coach and the creator of the Think Time planner, will guide you through a comprehensive approach to fostering creativity and innovation in your organization. Whether you're looking to inspire new ideas, improve employee engagement, or create a culture of innovation, this course offers actionable strategies and insights to help you unlock the full potential of your workforce.
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Beyond the Numbers: Success Strategies for Female CPAs (2 hours) [NT]
Online
2.0 Credits
Member Price: $89
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Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. 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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Calculating the Retirement Need (1 hour)
Online
1.0 Credits
Member Price: $55
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For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals, and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. 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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