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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Building a Better Budget in a Time of Uncertainty (4 hours)
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Online
4.0 Credits
Member Price: $149
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Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget - so that it can inform and drive decision-making when we don't quite know what is ahead. 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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Generation Intelligence: Navigating the Generational Divide (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Unlock the power of multigenerational teams to future-proof your firm. Today’s workplace is more generationally diverse than ever—spanning five, soon to be six, distinct generations. And while this mix can create miscommunication and friction, it also holds untapped potential for innovation, connection, and resilience. This dynamic course helps professionals in accounting, law, banking, insurance, and financial services understand and harness generational dynamics. You'll explore how shared formative experiences shape values, communication styles, and expectations at work—from the frugality of the World War II generation to the digital fluency of Gen Z and the up-and-coming Generation Alpha. Rather than getting stuck in generational stereotypes, you’ll learn to lead, collaborate, and connect more effectively across ages. With insights drawn from workplace psychology, sociological research, and real-world examples, this course equips you with practical tools to bridge the gap—so you can build stronger client relationships, more collaborative teams, and a culture people want to stay in.
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Getting the Most When Selling a Business: Little Details to Get Top Value (2 hours)
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Online
2.0 Credits
Member Price: $89
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Every business will be sold eventually. When you have built a great business and decide to move on – you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers, and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time.
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Microsoft Excel: Moving Beyond the Basics (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting information.
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HR Investigations – Episode 1 – Introduction-Assessing-Planning (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session is an introduction to these differences and provides best practices for assessing allegations of employee misconduct and planning the investigation. Attendees will end the session with takeaways to immediately implement in future HR investigations. Episodes 2 and 3 complete the series.
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Using ChatGPT with Excel (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. 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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Behavioral Finance Biases (1 hour)
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Online
1.0 Credits
Member Price: $55
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If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them. 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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Financial Planning: Auto & Homeowners Insurance (1 hour)
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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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Critical Thinking Skills: Prevent Mistakes Now (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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What were they thinking? Why do some people make horrible decisions that severely damage themselves and their organizations? It is tempting to assume that a poor choice must be due to a leader’s incompetence, inexperience, bad character, or low intelligence – but such easily attributed factors generally aren’t the true cause when leaders blunder. In such situations, many turn to finance and accounting professionals for evaluation, answers, remedies, and solutions for improved decision-making.
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Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (4 hours)
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Online
4.0 Credits
Member Price: $159
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Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an analytical standpoint, proving why they are necessary for both for-profit and nonprofit organizations to achieve success.
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Introduction to Governmental Budgeting (2 hours)
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Online
2.0 Credits
Member Price: $89
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The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we should be monitoring the budget throughout the year, and how long-term budgets fit in with the annual budget process. 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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Leverage PowerBI.com to Create Data Analysis for Others (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Unlock the full potential of data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports, and dashboards, and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports, and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease, and add a valuable credential to your portfolio. 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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Mergers & Acquisitions: Tips and Speed Bumps to Avoid (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.
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You Don't Know What You Don't Know About Microsoft Excel [NT]
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Online
8.0 Credits
Member Price: $239
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Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. 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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Google Gemini AI for Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables, and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence. 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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Character and Trust: The Difference Maker in Effective Collaboration (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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This course examines the foundational role of character and trust in building effective collaboration. While individuals are often hired for their skills and knowledge, they are frequently let go due to behavioral issues—highlighting the importance of character in professional success. Participants will explore key attributes of character and engage in a thought-provoking self-assessment exercise to increase self-awareness. The course also delves into the dynamics of trust, offering practical tools and frameworks to evaluate trustworthiness—both in oneself and in others, including managers, colleagues, and team members. Ideal for anyone seeking to strengthen professional relationships, this course provides actionable insights into how character and trust directly impact workplace performance and collaboration.
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Recognizing Lies: How to Detect and Prevent (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Trust is the glue that binds all relationships. Regardless, humans tell lies, a cruel fact. Every lie undermines trust and damages productivity. What signals indicate lies? How are the cues properly interpreted? How can you protect yourself from lies? Learn how to discern lies effectively. Do not be taken advantage of. Learn an established and proven process to uncover the truth.
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Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances (2 hours)
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Online
2.0 Credits
Member Price: $99
Mergers, acquisitions, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm with the acquirer and provide a single organization with increased growth potential has been somewhat shaky. This session provides a roadmap including specific actions for financial professionals focused on improving the results of an acquisition, sale, formation of an alliance, and/or outsourced activities. This program continues to be updated based upon trends and recent events. In addition to traditional topics, it includes discussions on the impact of taxes, corporate structures to manage M&A and internal venture capital, strategic spin-offs/splits, issues concerning goodwill, and managing outsourced activities. The program expands the topics covered in the Controllership Skills Update Series. As with the other programs, this brief session is aimed at renewing and expanding participants' existing skills, by providing specific actions to improve an organization's results. Real-world examples are used throughout the session.
Business Transformation: Critical Skills for CFOs and Controllers (4 hours) [NT]
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Online
4.0 Credits
Member Price: $139
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Mastering business transformation with key skills and strategies relevant to modern businessesYou'll learn tools that will help you manage day-to-day business operations as well as manage changes, including: Budgeting and forecasting approaches Strategic planning and risk management frameworks Technologies that can improve productivity. Optimizing your business model and identify value driversYou'll also understand how to identify and innovate your business model and how to incorporate intangible value drivers into your capital asset strategy by Using hands-on strategies to define your business model and capital structure Learning techniques and models that will guide business model innovation Understanding the role of technology in innovation Leading your team effectively and ethically Additionally, you'll evaluate how to build a successful team and maintain an ethical tone at the top by discovering how to: Attract and retain top talent Adapt leadership styles to different situations Formulate strategies that promote an ethical culture
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Public Procurement Basics: Protecting the People's Money (2 hours)
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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.