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.
Critical Technical Skills for CFOs and Controllers (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $129
See more dates
Accounting and finance managers and executives must demonstrate sound technical and analytical necessary for personal growth and organizational success. This course will provide insights into the most critical technical and analytical skills needed by CFOs and Controllers - or those that want to be!
More Dates
The Competent Accountant - Mastering the Role of the Controller/ CFO (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $129
See more dates
How do you raise your skills to the next level to master the Controller or CFO role? Welcome to a course that provides insights that align the CGMA Competency Framework. The course will examine each of the areas: Technical, Business, Leadership and People to increase your competency. How are your technical skills? Are you a traditional accountant or have you learned to expand your technical skills to go beyond “what are the financial numbers?” to “why did these financial results occur?” Are you able to use ratios to understand the business dynamics and the implications to change course or take corrective action? Are the systems that you implement and operate best practices or merely stop-gap solutions? How are your business skills? Can you set a vision? Can you develop a strategy? Do you understand the macroeconomic environment of your organization? Can you lead a major project to a successful conclusion? This session will explore the role of business as opposed to tracking the results of the business. How are your people skills? How good is your ability to influence others? How are successful are your negotiation skills? How well can you communicate? Are you a collaborator or a partner? This section will help accountants understand that it is people skills that drive the overall success of the accounting operations. Finally, how are your Leadership skills? Do you inspire staff or make them angry? Do you know why your staff work for your company and you? Do you understand what employees want from their position? Do you know how to deal with a difficult staff person? Can you lead difficult change? This session will help you recognize what leadership truly is as opposed to what passes for day to day management.
More Dates
New Mergers & Acquisitions: Tricks, Traps, & Terrors (4.2 hours) [NT]
-
Online
4.2 Credits
Member Price: $129
See more dates
Welcome to a course that makes the process of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide an intensive overview of the M&A process. Focus will be on practical techniques to guide you through the M&A jungle and avoid the traps that have befallen many organizations.
More Dates
The Yellow Book: From Beginning to End
-
Online
8.0 Credits
Member Price: $225
See more dates
A comprehensive review of the newest version of the U.S. Government Accountability Office’s Government Auditing Standards, otherwise known as “the Yellow Book.” The standard will affect all auditors who perform audits of government and nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract. It does not address the standards applicable to performance audits.
More Dates
Cooking Up Success: CPA Clara's Recipe for a Modernized Firm (1 hour) [NT]
-
Online
1.0 Credits
Member Price: $39
See more dates
CPAs get a bad rep regarding bookkeeping services. Walk through how to overhaul your offering by reviewing your client expectations, tech stack, and workflows.
More Dates
Small Business Risk Avoidance (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $129
See more dates
AI Prompt Engineering Masterclass for Accountants (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
The 10 Must Know Excel Features (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $99
See more dates
One of the most difficult things for any Client Advisory Services (CAS) professional to learn is how to communicate financial information to non-financial people. To be successful, it's crucial to master this skill, as we frequently explain accounting jargon to those unfamiliar with the field. In this course, we will explore how to properly communicate with stakeholders, including investors, clients, boards of directors, and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world, this course is a must for you.
More Dates
The Role of Internal Audit in Enterprise-Wide Risk Management (4 hours)
-
Online
4.0 Credits
Member Price: $129
See more dates
Those charged with governance, with the assistance of internal audit, are responsible for overseeing the strategic direction of the organization, and ensuring value is delivered to the entity's stakeholders. This course will provide guidance on fulfilling the responsibility for challenging how much risk and uncertainty to accept through the application of COSO's Enterprise Risk Management Framework.
More Dates
Complete Guide to Analyze Data with Excel PivotTables (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $149
See more dates
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions. The program includes a step-by-step approach to creating and customizing PivotTables, focusing on how to use them to analyze data efficiently. Participants will learn how to group and filter data, identify trends, and apply advanced features to solve real-world business challenges. Beyond technical knowledge, this course introduces data visualization through PivotCharts, teaching participants how to present their analysis effectively to stakeholders. By the end of the course, you'll not only master PivotTable fundamentals but also gain advanced techniques to streamline data analysis and support strategic decision-making in any context. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Becoming Conflict Competent (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
The Future of Work - Winning Talent Strategies (1.2 hours) [NT]
-
Online
1.2 Credits
Member Price: $39
See more dates
This course aims to reveal many examples of companies, leaders and industries who are building new talent models. The world of work is less certain than ever before and this world requires experimentation. In this course you will learn about many experiments that organizations are deploying to build a new model that fits the pace of change the world is experiencing today. IN this course we will consider many new models and approaches and learn from them. In a world of work with few benchmarks - today organizations need to learn how to experiment and become the benchmark.
More Dates
Managing Generational and Cultural Variances (1.6 hours) [NT]
-
Online
1.6 Credits
Member Price: $79
See more dates
Whether you have held a management position for several years, or are just transitioning to a role which requires you to manage other individuals, you will find that becoming and remaining a good manager is often an art rather than just a technical skill! This segment flows nicely with the segment on Managing Traits and Skills. This segment will focus on the dynamics of managing in a world full of several generations in the workforce as well as cultures.
More Dates
Surgent's Public Speaking and Presentation Skills (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $99
See more dates
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups — big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread — speaking in front of others.
More Dates
Retaining Talent in a Competitive Marketplace (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $149
See more dates
Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Current Cybersecurity Risk Management Trends (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Build Better Budgets: Fundamental Techniques (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Effective Manager - Traits and Skills (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $99
See more dates
Many courses deal with leadership and manager skills. Whether you have held a management position for several years or are just transitioning to a manager role, you will find that becoming/remaining a good manager can often be an art rather than just a technical skill. It can be (and should be) a learning and an ever- evolving process.
More Dates
Critical "Soft" Skills for CFOs and Controllers (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $129
See more dates
Accounting and finance managers and executives must demonstrate sound soft skills necessary for personal growth and organizational success. This course will provide insights into the most crtical personal skills critical for CFOs and Controllers - or those that want to be!