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.
This will generate a PDF of the current filtered catalog
Surgent's Unconscious Bias in the Workplace (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $99
See more dates
This interactive professional development course explores the concept of unconscious bias and its impact on workplace dynamics, decision-making, and organizational culture. Through engaging exercises, real-world case studies, and reflective activities, participants will gain a deeper understanding of how implicit attitudes shape perceptions and behaviors — often without conscious awareness. The course empowers learners to recognize their own biases, understand their origins, and develop strategies to mitigate their effects in professional settings. Participants will leave with actionable tools to foster a more inclusive, equitable, and respectful workplace.
More Dates
AI & Accounting in Construction (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
This course provides a concise overview of how artificial intelligence (AI) is revolutionizing the construction industry and reshaping financial oversight, accounting practices, and regulatory compliance. From autonomous equipment to predictive risk analytics, construction firms are increasingly adopting AI to enhance safety, efficiency, and profitability. As this transformation unfolds, accountants and financial professionals must evolve their roles-leveraging AI for smarter budgeting, automated compliance, and real-time auditing. The course highlights the top 20 macro-level AI trends in construction and explores how accounting professionals can align financial systems with operational AI, uphold audit integrity, and prepare for emerging tax and compliance challenges. 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
Practical Excel Topics for Today’s Accountant (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.
More Dates
Exploring the 10 Types of Leadership: Styles and Strategies for Success (1 hour) [NT]
-
Online
1.0 Credits
Member Price: $39
See more dates
Leadership is not one-size-fits-all. Effective leaders understand that different situations, team dynamics, and organizational cultures require different approaches. This course introduces ten distinct leadership styles and examines how each can influence team performance and organizational success. Participants will explore the characteristics, strengths, and potential limitations of each leadership style. The course encourages self-reflection to help leaders recognize their own tendencies while identifying opportunities to adapt their approach when circumstances require it. Emphasis is placed on practical strategies for engaging teams, strengthening communication, and building leadership capacity across the organization. Designed for current and emerging leaders, this course provides tools to better align leadership approach with team needs and organizational objectives.
More Dates
Volume to Value: A New Era of Precision Hiring in Accounting (1 hour) [NT]
-
Online
1.0 Credits
Member Price: $55
See more dates
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to "precision hiring" as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact performance-critical thinking, professional communication, and AI ethics awareness. The course explains how AI-enabled recruiting tools can support candidate screening, assessment, and retention forecasting, and why firms that do not modernize their hiring approach may struggle to compete for top talent. Participants will leave with practical approaches to competency-based assessment, ethical guardrails for AI use in hiring, and a high-level implementation roadmap with metrics to evaluate quality of hire, performance, and retention. 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
Benefits and Best Practices for Telework (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Prior to the COVID-19 pandemic, telework in state and local government was not often embraced as a form of employment. As the pandemic continues, governments are beginning to experience the benefits of remote work and are reevaluating hiring practices to offer more telework and hybrid work options, not simply as a result of an emergency. This course will review various telework options and best practices for success.
More Dates
Retirement Planning: Next Stage for You or Your Client (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? 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 Generative AI and Cybersecurity: Opportunities and Threats (2 hours)
-
Online
2.0 Credits
Member Price: $119
See more dates
This course explores how generative AI is revolutionizing cybersecurity. It highlights opportunities, such as enhanced threat detection, and risks, including AI-driven phishing and malware, particularly in financial contexts.
More Dates
More Money: Strategic Ways to Improve Cash Flow (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations. 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
You Don't Know What You Don't Know About Microsoft Excel [NT]
-
Online
8.0 Credits
Member Price: $239
See more dates
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.
More Dates
Business Valuation Fundamentals (1 hour)
-
Online
1.0 Credits
Member Price: $39
See more dates
This course provides a practical overview of business valuation, guiding participants through the key concepts, methodologies, and considerations involved. You will explore the types of valuation reports, the standards governing their preparation, and the step-by-step process of transforming raw data into actionable insights. The course also examines how the intended purpose of a report can influence its conclusions and offers strategies for valuing minority interests. By the end of the course, participants will gain a clear understanding of how to read, interpret, and apply business valuation reports effectively.
More Dates
Consulting Services Secrets (1 hour) [NT]
-
Online
1.0 Credits
Member Price: $39
See more dates
Award winning discussion leader Mark Hugh discusses how to create and capture value with consulting services. Whether you want to consult a little or full time, this valuable course reviews identifying a specialty, growing a practice, capturing value, creating deliverables, and effective marketplace marketing strategies.
More Dates
PFP Update: Investment Planning in This New Era 26-27 (2 hours)
-
Online
2.0 Credits
Member Price: $99
See more dates
How can you solidify an appropriate investment strategy based on risk, help clients stay on top of potentially life-altering situations and help them understand the intricacies of investment planning" Gain a better understanding of investment markets and the effects of world events, assess client risk and matching to expected return, deal with increasing client concerns, and develop better investment solutions in a rapidly changing environment. Attendees will consider the following questions during this course: How should you adjust your investment philosophy based on a world that is not secure" With new market heights attained often and unexpected events occurring regularly, how does one feel comfortable with an investment strategy" Where are investments headed in an economy'to some'on borrowed time" Be sure to register for all of our PFP updates: PFP Update: Income Tax, Retirement, and Estate Planning PFP Update: Issues, Exposures, and Developing Client Strategy PFP Update: Investment Planning in This New Era
More Dates
How to Build a Custom AI Chatbot and GPT in Plain English (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems, and NotebookLM, participants will learn to design, deploy, and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously. 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
Financial Planning: Auto & Homeowners Insurance (1 hour)
-
Online
1.0 Credits
Member Price: $55
See more dates
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.
More Dates
Closely Held Business Owner Financial Planning Opportunities 26-27 (2 hours)
-
Online
2.0 Credits
Member Price: $99
See more dates
Many business owners need to pay more attention to the financial planning opportunities and implications when starting, growing and successfully running their businesses. This all-inclusive course brings together closely held business owner specifics, focusing on critical structure and financial planning issues, such as identifying those issues that business owners need to keep on the radar. This session will help determine the goals and objectives of the business owner when selecting or changing a form of the organization concerning start-up costs, control over the operation of the business, personal liability for business operations, flexibility in the process of the company, business structure, continuity and compensation. Financial planning issues to be discussed include cash flow management and budgeting, risk management and insurance, investing, income tax, retirement and estate planning issues.
More Dates
From Numbers to Narratives: Mastering Data Analysis for CPAs (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight, and strategic advisory skills. "From Numbers to Narratives: Mastering Data Analysis for CPAs" explores the "why" behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive. This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications - such as Excel, Power Query, Power BI, OneDrive, and Teams - can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency. 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 Engaging and Managing Young Professionals (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $99
See more dates
Younger professionals comprise a significant part of the accounting and finance workforce. Whether you are an owner of a small accounting practice or a manager in a multinational accounting firm, it is important to understand the characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding young professionals are unfounded and counterproductive. This course provides an understanding of who young professionals are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding young professionals and why understanding this class of employees provides opportunities for your organization to grow and succeed.
More Dates
The Art of Marketing for CPAs (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $149
See more dates
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.
More Dates
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this course will teach you how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don't have to expose your confidential data. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.