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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Planning for Small Business Success (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Clear, Kind, and Accountable: A Leader’s Guide to Boundaries, Coaching, and Real Conversations (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Join us for a dynamic training session tailored for leaders seeking to cultivate a culture of accountability while fostering respect and trust within their teams. High morale is intrinsically linked to high accountability in today’s fast-paced work environment. Through this session, leaders will explore the intersection of accountability, psychological safety, boundaries, and trust, gaining practical insights and actionable strategies to effectively hold their employees accountable while maintaining a positive and supportive work environment.
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The Seven High Quality Questions that Lead to Success & Solutions (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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“How will I EVER get this all done?" It’s a question I often hear from clients and on a particularly stressful day, I can hear myself saying these words! Instead of helping us focus, it's a question that leads to stress, anxiety and overwhelm! Regardless of where we are in business and in life, we will run into challenges and problems as we navigate business growth, leadership, work life balance and our quest for success and happiness. This workshop will explore the 7 HIGH QUALITY questions that lead to relief, enthusiasm and success. It will be an interactive exploration that will leave you with a game plan to use right away, as well as an opportunity to practice the mindset that the most successful and happiest people use daily. This program is for both the entrepreneur who wants to be more effective in their day as well as team leaders who want to stand out in their organization. For the business owner or staff member you can expect a new way to work with your day so that it's profitable, productive and happier. For leaders, you will learn new up- leveled skills to increase your efficiency, communication and productivity. You and your team will shine. Your staff will feel appreciated and connected to their value as well as the company's goals. Albert Einstein said 'we can't solve our problems with the same thinking we used when we created them'. The quality of your question will impact the quality of your solution. Learn the 7 questions that take you from confused and frustrated to creative and focused.
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Wired Differently - An Introduction to Neurodivergence (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Neurodivergence isn't just something that shows up in childhood or in headlines. It's already in your workplace, quietly shaping how people communicate, create, and collaborate. From autism to ADHD to dyslexia and beyond, neurodivergence shows up in many forms, and chances are, you're already working alongside neurodivergent employees... whether you realize it or not. This session gives professionals a clear, candid introduction to what neurodivergence really is (and isn't), what it can look like in adults, and why many traditional assumptions just don't hold up. We'll bust some big myths, explore real-world examples, and give you a fresh, more human lens for understanding the full spectrum of how brains work. Whether you're brand new to the topic or just want a better foundation, this is your crash course in neurospicy thinking.
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Unleashing Creativity in the Workplace (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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In today's fast-paced and competitive business landscape, the ability to foster creativity is more crucial than ever. Unleashing Creativity in the Workplace is a CEU course designed for HR professionals who are eager to cultivate an environment where creativity drives productivity, innovation, and engagement. Through this course, you will learn how to leverage creativity to enhance individual, team, and organizational performance-ultimately achieving your company’s goals faster and more efficiently. Christine Wilson, a counselor turned coach and the creator of the Think Time planner, will guide you through a comprehensive approach to fostering creativity and innovation in your organization. Whether you're looking to inspire new ideas, improve employee engagement, or create a culture of innovation, this course offers actionable strategies and insights to help you unlock the full potential of your workforce.
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Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Workplace harassment — especially sexual harassment — has dominated headlines in the last several years. With discussions of workplace harassment in the news, employees better understand their rights and feel more empowered to speak out, and the standard of appropriate workplace conduct is changing. With workplace harassment claims continuing to be filed at a steady pace with the United States Equal Employment Opportunity Commission, state agencies, and the courts, it is more important than ever to understand how to prevent and avoid harassment in the workplace.
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Cryptocurrencies for the CFO: Explaining Blockchain (2 hours)
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Online
2.0 Credits
Member Price: $89
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What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do, and will continue to, impact our workplace and lives?
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Surgent's Tax and Advisory with Agentic AI (2 hours)
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Online
2.0 Credits
Member Price: $119
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This course examines how agentic AI is revolutionizing tax compliance, planning, and advisory services. Participants will explore real-world deployments by leading firms such as EY, which has developed agents that handle millions of global tax transactions. The course also delves into cross-border compliance issues, transfer pricing automation, and emerging advisory models powered by agent-led simulations. Risks related to bias, unauthorized practice, and data privacy will be addressed, with guidance on aligning autonomous operations with professional and regulatory standards. CPAs must understand these advancements to ensure tax compliance, manage client expectations, and mitigate professional liability risks when providing agent-assisted advisory services.
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Productivity Hacks for Working Remote (1.2 hours) [NT]
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Online
1.2 Credits
Member Price: $39
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In this course, we will share tips and tricks for working remotely. You will learn what to do/what not to do in a virtual working environment, strategies for leading teams remotely, employee engagement ideas, and techniques and tools for teleworking.
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Surgent's Controllership Skills Update: Risk Management (2 hours) - 1 Tech & 1 [NT]
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Online
2.0 Credits
Member Price: $99
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The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizations proved not to be the key to success. Again, we saw that failures can result in areas/industries thought to be "under control" through their policies, practices and/or regulations. A core activity of financial management is to effectively protect the assets of their organizations, without significantly reducing new ideas and growth. This brief program provides insights and approaches to identify risk and manage the above noted trade-off. The course is designed for financial managers looking to quickly build upon their existing knowledge and experience, as well as to help to start the less experienced individual. It offers ideas that can be used immediately, as well as longer term approaches. Updated to include new information particularly in the areas of disaster planning, business continuity, and ethics, as well as a sample group exercise to test your current risk management systems.
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Surgent's Information Security and Privacy (2 hours)
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Online
2.0 Credits
Member Price: $99
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In today's interconnected world, safeguarding information systems is crucial. This course offers a deep dive into information security and privacy principles with a focus on modern cybersecurity threats tied to cloud environments, Internet of Things (IoT), and mobile technologies. The course will also cover data protection during application development. Taking this course will equip accounting professionals with the knowledge to lead in cybersecurity strategy.
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Using Psychology Secrets to Love your life and Get More Done (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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The new field of Positive Psychology offers many methods and ideas for helping people be happier, healthier, and better at what they do. Nowadays, the ability to be at your best and get clients to enjoy working with you is critical to growing your business or getting ahead. Studies show that happy people make $750,000 more over the course of their life than unhappy people, have half the number of sick days, and live 9 years longer. In this fun and fascinating seminar, you’ll learn how to not only be happier, but help your clients be happier in working with you.
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Hiring Remotely: Using Personality Assessments for Better Hiring Decisions (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are the right fit for your team, even from a distance.
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Conflict Resolution and Effective Communication Training (1.2 hours) [NT]
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Online
1.2 Credits
Member Price: $39
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Strong teams communicate openly, listen actively, and handle conflict with respect. This engaging session helps participants recognize different communication styles, manage misunderstandings, and turn tough conversations into opportunities for collaboration. Through discussions and practical tools, team members will build confidence in addressing challenges while strengthening trust and connection in the workplace.
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Empowering HR Pros' Thriving in 2025 and Beyond (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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The workplace is shifting rapidly, and HR professionals are at the center of it all. The next four years will challenge us to embrace courageous leadership, strategic vision, and continuous learning. Here's the reality: " We're stressed, overworked, and often under-resourced. " The job market for HR professionals is more competitive than ever. " Aligning with organizations that share our values is non-negotiable. " Agility and the ability to lead change are critical. We cannot solely depend on our employers to rise to the occasion. This is our moment to rise. Join our Founder & CEO Anthony P. Howard on how we can empower ourselves and each other in 2025. Together, we can lead the future of HR. How are you stepping into courageous leadership this year? Bring the discussion to the event!
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Surgent's Data Security: Best Practices to Protect Your Business and Yourself (1 hour)
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Online
1.0 Credits
Member Price: $59
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Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.
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The Successful Family Business (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Understanding the dynamics of family interaction is one of the most important skills in helping a family business succeed. This course takes a candid look inside the family business, and will help the participant navigate delicate issues while learning to provide counsel that will grow - or protect - the family business and non-family staff.
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How to Develop an AI Policy for Your Organization (1.5 hours)
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Online
1.5 Credits
Member Price: $69
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As AI continues to revolutionize the business landscape, organizations need clear, ethical, and actionable policies to guide its use. This practical workshop blends expert insights, real-world examples, and interactive activities to enable participants create a tailored AI policy that aligns with their organization's goals, values, and governance obligations.
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Sustaining Wellness: Essential Skills for Preventing Burnout in High-Stress Professions (1.2 hours) [NT]
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Online
1.2 Credits
Member Price: $39
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In today's demanding work environment, professionals in high-stress roles often struggle to maintain their well-being, leading to burnout, fatigue, and decreased productivity. This interactive workshop provides practical strategies to build resilience, manage stress, and create sustainable wellness habits. Participants will engage in hands-on exercises, including mindfulness techniques, stress mapping, boundary-setting, and energy management strategies.
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Surgent's Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats (2 hours)
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Online
2.0 Credits
Member Price: $99
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This course focuses on implementing cybersecurity policies, controls, and risk management strategies tailored to financial environments. It emphasizes practical applications to mitigate threats and highlights global compliance standards, particularly their relevance and applicability to U.S. organizations.