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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Staff Retention Keep the Best People (3 hours) [NT]
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Online
3.0 Credits
Member Price: $109
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The COVID pandemic changed the way many people worked, yet others have had remote teams for decades and little changed. Many organizations trying to bring people back to the office have experienced significant turnover. Some practices have changed forever while some principles will always remain the same. Keeping your people happy equals keeping your best people. Learn the changes you should make now and the things you should do forever!
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Numbers to Narrative: Storytelling in Business Communication (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define context, introduce tension, present evidence, and guide audiences toward resolution. The emphasis is on logical flow and disciplined narrative construction rather than dramatization. The course concludes with application of a structured storytelling model to a professional scenario. 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 Controller/CFO Update: Hot Topics Facing Today's Financial Professional (4 hours)
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Online
4.0 Credits
Member Price: $159
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In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand, they need the best skills to motivate, manage, and lead people. Being pigeonholed into one area or another is neither good for career building nor good for the organization. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.
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Advanced Personal Financial Planning Update 26-27
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Online
8.0 Credits
Member Price: $329
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New personal financial planning strategies are emerging due to passage of the One Big Beautiful Bill and evolving personal goals in difficult economic and legal environments. Drawn from recent publications and government directives, this course reviews the latest financial strategies and planning changes from the past year in insurance, investments, tax, estate and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.
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The Art of Engaging in Difficult Conversations (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. 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 Excel Lookups: Moving Beyond VLOOKUP Limitations (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel's lookup functions. Veteran Excel users, who are aware of the VLOOKUP function, are also painfully aware of its limitations--especially that it cannot go left. We will explore how to bypass VLOOKUP's limitations by nesting functions and by moving beyond VLOOKUP altogether.
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Surgent's Exploring Business Valuation Fundamentals (2 hours)
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Online
2.0 Credits
Member Price: $119
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What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment's price.
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Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation (2 hours)
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Online
2.0 Credits
Member Price: $89
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Realistic Excel training for skill developmentShifting from manual inputs to automated formulas in Excel can help enhance data efficiency. Understanding that Excel can handle date and text values broadens the potential to improve efficiency when managing data in Excel. This webcast will focus on the following essential functions: EOMONTH MONTH and YEAR DATE CONCAT SUMIFS with CONCAT Practical hands-on Excel learning exercises taught by a highly engaging expertIn this webcast, you'll develop your skills and implement Excel techniques that will boost the effectiveness of conditional summing functions using comparison operators. Additionally, you'll gain in-depth knowledge of the following: Adding helper columns Distinguishing key function differences Combining values *Session 7 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 8: Dynamic headers, mapping tables and error check] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-8--dynamic-headers-mapping-tables-and-error-check) to further prepare to tackle real-world issues and build powerful workbooks.*
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Advanced Personal Financial Planning Update 26-27
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Online
8.0 Credits
Member Price: $329
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New personal financial planning strategies are emerging due to passage of the One Big Beautiful Bill and evolving personal goals in difficult economic and legal environments. Drawn from recent publications and government directives, this course reviews the latest financial strategies and planning changes from the past year in insurance, investments, tax, estate and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.
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Adobe Acrobat Tips for Working with PDF Files (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use 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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Microsoft 365 Application Lightning Round Review-Updated (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. 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 Excel Tables and Conditional Summing (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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In this webinar we will explore the powerful concept of splitting data from reports and dig into the mechanics that enable this technique. The key feature discussed is the Tables feature, and the key function discussed is the multiple-condition summing function. We will illustrate these items in a variety of ways, including building crosstab style reports and mapping tables.
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Mining Your Firm Client Database for Revenue (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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Your client database is more than a record of past engagements-it's a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying cross-selling potential to leveraging automation tools for proactive outreach, this webinar will equip firm leaders and client managers with actionable strategies to turn dormant data into dynamic business development. Whether you're a solo practitioner or part of a larger firm, you'll walk away with a roadmap for transforming your client list into a revenue-generating engine. 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 Mastering Client Management for Accounting and Finance Professionals (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.
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Enterprise-Wide Risk Management in Accounting and Finance (4 hours)
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Online
4.0 Credits
Member Price: $149
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Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. 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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The Future of Work - Winning Talent Strategies (1.2 hours) [NT]
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Online
1.2 Credits
Member Price: $39
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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.
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Current Cybersecurity Risk Management Trends (2 hours)
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Online
2.0 Credits
Member Price: $89
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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.
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Small Business Risk Avoidance (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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ChatGPT and Advanced Financial Analysis 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 how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.