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.
Supporting Mental Wellness to Thrive in Work and Life (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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In today's fast-paced world, maintaining a healthy work-life balance is essential for mental wellness. This course is designed to provide practical tools and strategies to help you create a balanced, fulfilling life. You'll learn actionable techniques for improving sleep hygiene, incorporating proper nutrition, fostering open communication, and managing stress. Whether you're struggling with burnout, seeking better work-life harmony, or simply looking to improve your overall well-being, this course offers valuable insights and tools to help you thrive. Designed to fit into your busy schedule, it delivers the guidance you need to make practical, sustainable changes in your life, starting today. 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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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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Calculating the Retirement Need (1 hour)
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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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Cybersecurity & IT Risk for IT Auditors and Financial Auditors (3 hours)
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Online
3.0 Credits
Member Price: $109
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This course equips financial and information technology auditors with an understanding of cybersecurity risks and their impact on financial reporting as well as cybersecurity best practices. Participants will learn to identify threats, evaluate controls, and assess risk using recognized frameworks, with a focus on audit implications.
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IT Controls & SOC Reporting in Financial Audits (3 hours)
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Online
3.0 Credits
Member Price: $109
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This course provides a practical understanding of IT controls and SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness, and determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas and alignment with Complementary User Entity Controls (CUECs).
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The Entrepreneurial Spirit - A Leadership Perspective (1.2 hours) [NT]
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Online
1.2 Credits
Member Price: $39
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In today’s rapidly changing business environment, organizations need professionals who think beyond traditional roles and demonstrate initiative, innovation, and strategic thinking. The entrepreneurial spirit is no longer limited to business founders—it is a mindset that drives creativity, problem-solving, and opportunity recognition within any organization. By understanding and embracing the entrepreneurial spirit, professionals can enhance their ability to lead initiatives, adapt to uncertainty, and contribute meaningfully to the long-term success of their organizations.
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Exploring the 10 Types of Leadership: Styles and Strategies for Success (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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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.
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Benefits and Best Practices for Telework (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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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.
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Smarter Tax Services with Artificial Intelligence (AI) Tools (2 hours)
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Online
2.0 Credits
Member Price: $89
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There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research, and enhance client advisory services with AI too 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 Emotional Intelligence (4 hours) [NT]
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Online
4.0 Credits
Member Price: $159
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Recent research shows that emotional intelligence is twice as important as IQ in the development of business leaders. But what's the difference between emotional intelligence (EI) and manipulation? This course is designed to help you understand how EI is linked to leadership success. You'll learn how to assess your own emotional intelligence and how to identify the negative consequences of unmanaged emotions. You'll learn techniques that will improve your self-awareness, self-control, and self-motivation and you'll create a plan that increases your EI so that you can achieve optimal results in your relationships with others.
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Financial Statement Presentation, Disclosure, and Analysis
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Online
8.0 Credits
Member Price: $239
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This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also explore techniques that will allow participants to perform meaningful financial statement analysis and effectively communicate conclusions to decision-makers and other stakeholders. 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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AI & Accounting in Retail (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 artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, and financial reporting. Drawing on real-world case studies from retail giants and small businesses alike, this course explores how AI technologies intersect with accounting workflows and outlines strategies to maintain accuracy, trust, and control in an AI-driven marketplace. 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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Create Measures in Power BI that Define Your Metrics (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Unlock the full potential of your data with our specialized course, "Create Measures in Power BI that Define Your Metrics". Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You'll embark on a journey to master the art of Data Analysis Expressions (DAX), a powerful tool in the Power BI suite to create metrics. This course is meticulously crafted to transform you into a proficient user, capable of harnessing complex DAX calculations to bring your data to life. The course content is thoughtfully structured to ensure a comprehensive learning experience. Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. This course is an invaluable step towards mastering Power BI and making data-driven decisions with confidence. 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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Embracing Neurodiversity in the Workplace (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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This webinar will explore embracing and supporting neurodiversity in the workplace, promoting inclusivity, and creating a more diverse and dynamic environment.
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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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Enhancing Performance Through Effective Coaching (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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This business coaching course is designed to enhance your coaching effectiveness by integrating innovative tools like ChatGPT (Generative AI) to support and elevate your coaching practice. You'll explore the key differences and similarities between coaching and managing, uncover the most important skill every coach should master, and learn how to get to the root cause of any problem. With hands-on coaching strategies, including neuro-linguistic programming (NLP) techniques, you'll enhance your ability to drive results. Additionally, you’ll discover how to use performance gap analysis to identify and bridge gaps, ensuring the success and growth of the individuals you coach.
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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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Become a Data Analysis Expert (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging. You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting, and uncover deep insights from your data. Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. It's not just about learning a tool; it's about enhancing your professional identity as a forward-thinking accounting professional. 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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10 Keys to Outstanding Service and More Referrals (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.