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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Tactical Business Systems – Getting the Most from Information Systems and ERP (2 hours)
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Online
2.0 Credits
Member Price: $89
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CFOs are increasingly accountable for the effectiveness of information systems, even if IT does not formally report to them. This session focuses on the tactical role finance leaders play in evaluating, selecting, implementing, and managing information systems. Participants will gain a practical framework for understanding IT, ERP systems, security, and emerging technologies such as AI. The session emphasizes asking the right questions, aligning systems with strategy, and avoiding common pitfalls that cause system implementations to fail.
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The Risks of Artificial Intelligence - Part 2 (1.8 hours)
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Online
1.8 Credits
Member Price: $79
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As artificial intelligence (AI) becomes deeply integrated into business operations and decision-making, organizations must recognize that effective oversight extends beyond technical safeguards.The governance, risk and control (GRC) responsibilities of AI also carry a cultural dimension requiring alignment with corporate ethical values ethical principles and accountability structures.Cultural governance emphasizes leadership commitment, employee engagement and cross-function ownership of AI practices to ensure trust and transparency. AI-related risks – ranging from bias and ethical concerns to regulatory compliance, reputational exposure and operational vulnerabilities necessitate robust control frameworks and proactive mitigation strategies. These include governance structures, policies, risk assessments, transparency measures, and continuous monitoring. By embedding cultural governance and mitigation responsibilities into enterprise AI initiatives, organizations can responsibly harness innovation while safeguarding stakeholders, protecting reputation and ensuring sustainable long-term value. Note: This is Part 2 in a two-part series on the risks of AI
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Taking the Financial Executive's Leadership to the Next Level (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Financial Leaders often achieve their position primarily with left brain analytical skills. They need to develop right brain thinking to evolve to the next level either professionally or as part of their personal growth plan. This course will help the financial executive and professional focus on where they are currently and help them bridge the gap in leadership skills that will enable them to gravitate to the next level. This course will guide the financial executive and professional to position themselves as leaders that others will trust and want to follow. The financial executive and financial professional will walk away understanding a more holistic approach to people and organizations and a transformational leadership style.
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Sleepless Nights: In AI It's All About "The Prompt", in Careers It's All About "The Relationships" (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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This course focuses on the individual taking ownership for their career. It provides tools and methods to assist and guide the individual to develop the collateral necessary in navigating their career. It provides a Personal Marketing Plan that can be customized to fit the career objectives and goals of the individual. It also focuses on character self-awareness, crucial for long-tern career success.
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Tactical Finance Leadership – Building the Finance Team of Tomorrow (2 hours)
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Online
2.0 Credits
Member Price: $89
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The finance function is changing rapidly, driven by technology, demographics, and evolving business expectations. This session focuses on the tactical leadership skills CFOs and CPAs need to build and lead high-performing finance teams in the years ahead. Participants will explore how roles, skills, and expectations are shifting, and how leaders can prepare their teams for increased automation, real-time reporting, and greater strategic involvement. The session blends practical leadership guidance with forward-looking insights.
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Leading for Well-Being: Building Resilient Teams & Thriving Workplaces (3.5 hours) [NT]
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Online
3.5 Credits
Member Price: $129
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Leaders set the tone for workplace well-being. This program will equip leaders with the tools to build resilient teams. Creating a culture of mental wellness allows employees to feel safe, valued and heard. This will improve productivity, reduce burnout and absenteeism and ultimately, create a workplace where employees can thrive. Leaders will also learn the importance of nurturing their own self-care to prevent burnout for themselves in order to be the best leader possible.
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The Art of Marketing for CPAs (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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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.
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AI-Enhanced Business Consulting for CPAs: Strategies and Tools (4 hours) 1 Tech & 3 [NT]
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Online
4.0 Credits
Member Price: $149
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Does your firm have an interest in expanding its services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand where consulting business opportunities exist, what are the firm’s professional responsibilities, how to recognize the needs of the client and how the practice can be leveraged using AI.
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The Risks of Artificial Intelligence - Part 1 (1.6 hours)
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Online
1.6 Credits
Member Price: $79
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Artificial Intelligence (AI) is rapidly transforming industries and redefining how organizations operate. While the benefits of AI-efficiency, automation, data-driven insights, and innovation-are significant, the risks are equally profound and demand careful consideration. AI introduces a range of technical risks, such as bias, lack of transparency, data dependency, and vulnerability to manipulation. Ethical risks arise in the form of workforce disruption, diminished accountability, potential misuse, and the erosion of human autonomy. On a broader societal scale, AI threatens to widen inequalities, accelerate disinformation, and erode trust in institutions, while raising concerns of cultural homogenization and disproportionate power concentration among a few entities. Governance challenges further complicate the landscape, as regulation struggles to keep pace with technological advances, and questions emerge about the long-term safety and alignment of advanced AI systems. Leaders and organizations must recognize that AI is not only a technological innovation but also a strategic risk management issue. Responsible adoption requires robust governance, transparent and ethical frameworks, ongoing monitoring, and human oversight. By proactively addressing these risks, organizations can balance innovation with accountability, safeguard trust, and position themselves for sustainable success in an AI-driven future. Note: This is Part 1 in a two-part series on the risks of AI
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Surgent's Unlimited Plus CPE Package
Available Until
On-Demand
0.0 Credits
Member Price: $625
For one low price, enjoy 12 months of access to every Surgent CPE course in every online format—plus unlimited CPE credits! Special OSCPA Member price of $595 available through 6/12/26. The discount will be reflected at checkout. This CPE package regularly retails for $899. Package includes 12 months of access to: Over 10,000 credits 8,500+ live webinars 1,000+ credits self-study downloads 1,300+ on-demand webcasts Surgent's exclusive premium courses Get the best value CPE package on the market. This is the only package that includes premium courses, such as late-breaking tax updates and specialized courses. Order now and you'll receive access instructions via email, so you'll be able to start.
CPExpress Online Learning Package
Available Until
On-Demand
0.0 Credits
Member Price: $385
*One-year access for one low price.CPExpress is a comprehensive, easy-to-use online learning resource, and a great way to earn CPE. Need to brush up on a particular subject? Looking for a brief overview? CPExpress has hundreds of hours of CPE in 1 - 2 credit courses. *Package is good one-year from purchase date.
Surgent’s Unlimited Self-Study CPE Package
Available Until
On-Demand
0.0 Credits
Member Price: $380
Surgent's Unlimited Self-Study CPE Package includes every PDF download course in Surgent’s catalog – over 250 courses, each from 2-16 credits.
Surgent's Unlimited Webinar CPE Package
Available Until
On-Demand
0.0 Credits
Member Price: $520
Surgent's Unlimited Webinar Package get unlimited access to their webinar catalog. With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you’ll never have to worry about these webinars fitting in your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders you’ll get the guidance and analysis you need with an unmatched customer experience. Note: This package does not include premium webinars.
3-Statement Modeling (5 hours) - OnDemand Webcast
Available Until
On-Demand
5.0 Credits
Member Price: $109
Being able to construct and balance a 3-Statement Modeling is a critical skill for many roles in accounting and finance. Including an income statement, cash flow statement, and balance sheet helps to assess the financial health of a business. Connecting the balance sheet correctly can also help by adding an error detection system to highlight issues with the financial model. This course discusses model circularity in detail beginning with the advantages and disadvantages of building circular models. We review the two circular loops in the model and walk through the necessary steps to install a circularity switch. Important figures from the financial statements are summarized on an attractive model dashboard. We also review important print settings used to format the model as a polished financial presentation.
Add Cash Management to Your Fractional CFO Toolkit (1 hour) [NT] - OnDemand Webcast
Available Until
On-Demand
1.0 Credits
Member Price: $49
Want to level up your advisory or fractional CFO services - Start with what clients care about most: cash flow. This session shows you how to turn cash flow management into a high-impact, high-value offering, while clarifying where your practice fits best across consulting, advisory, and implementation. You'll learn how to spot your ideal clients, leverage cloud-based tools for smarter insights and stronger communication, and price your services for both value and sustainability. It's practical, strategic, and designed to help you scale your impact. You'll learn how to: Make cash flow management a core part of your value prop Choose the right service model for your firm Use modern tools to deliver insights clients actually use Package, price, and position your services for growth Ideal for advisors ready to deepen client relationships and drive smarter business decisions. This session was recorded on April 17, 2025 for CalCPA's Practice Management Bootcamp conference.
Adding Personal Financial Planning Services to Your CPA Practice (2 hours) - OnDemand Webcast
Available Until
On-Demand
2.0 Credits
Member Price: $69
Is it time to begin adding personal financial planning services to your existing practice? Gain the necessary skills to assess whether adding these services to your practice makes sense. This course examines the benefits and potential pitfalls of creating this type of entity; the skills of how to develop the appropriate infrastructure; and the appropriate type of entity and licensing requirements. We'll take a look at associating with appropriate financial services companies and professionals, staffing, technology, networking and other features of launching this new service, as well as the six steps of the financial planning process and how to apply them to each planning discipline. The webcast was originally broadcast on June 30, 2016. Note: There is a minimum passing rate of 70% for this course.
Advanced Excel Topics for Spreadsheet Power Users [NT] - OnDemand Webcast
Available Until
On-Demand
8.0 Credits
Member Price: $199
Accountants and other business professionals who work in Excel extensively become very strong with many aspects of the ubiquitous spreadsheet application. In this course, we'll highlight many of the powerful tools found in Excel and provide details on how they are beneficial and used. Topics include data connectivity, advanced functions available for formula creation, Tables and PivotTables, and charting tools. Many proficient Excel users only utilize a limited percentage of the available functionality when they work with spreadsheets, which is like tying one's hands behind his back. This session will help make participants "two-fisted" Excel users!
Advanced Strategies for Expert Deposition Testimony (1 hour) - OnDemand Webcast
Available Until
On-Demand
1.0 Credits
Member Price: $49
This advanced-level course equips financial and forensic experts with the sophisticated strategies and ethical frameworks necessary to deliver compelling and credible deposition testimony in litigation. Taught by Brian Peter Brinig, JD, CPA/ABV, ASA, a nationally recognized expert witness and educator, the course focuses on the pivotal role of expert testimony in the discovery process and how experts can protect their credibility and professionalism under intense scrutiny. You'll explore the dual landscape of legal expectations and professional standards, including key guidance from the AICPA Code of Professional Conduct. Through real-world examples, tactical guidance, and behavioral strategies, learners will understand how to manage deposition settings confidently, communicate effectively with attorneys, and avoid common pitfalls that can undermine testimony. Topics include the distinction between the expert's role and the lawyer's role, pre-deposition preparation, advanced communication techniques, handling difficult questions, and maintaining objectivity. This course is ideal for CPAs, forensic accountants, valuation professionals, and other financial experts who may serve as expert witnesses in legal proceedings. Prerequisite Course: Expert Deposition Testimony 101
Advanced Techniques for Direct Examination and Surviving Cross-Examination (1 hour) - OnDemand Webcast
Available Until
On-Demand
1.0 Credits
Member Price: $49
This advanced course equips CPAs and financial experts with the skills necessary to excel as expert witnesses in trial settings. Building on foundational testimony principles, you'll learn advanced preparation techniques, strategies for delivering persuasive direct examination, and methods for withstanding the challenges of cross-examination. The program emphasizes courtroom demeanor, communication tactics, tactical defenses, and adherence to professional standards, ensuring that expert testimony is credible, defensible, and impactful.
AHI: Advanced Management and Leadership Essentials (1st Ed.) (2 hours) [NT] - OnDemand Webcast
Available Until
On-Demand
2.0 Credits
Member Price: $69
This 2-hour mini course focuses on key leadership skills and situations commonly faced by managers. Participants will be encouraged to reflect on and challenge their current beliefs and approaches to managing and leading people. Leading Others - Coaching & Developing Staff - emphasizes prioritizing staff coaching and development in a post-pandemic work environment, including delegation for growth, delivering effective feedback, and managing virtual employees. Building Leadership Communication Skills - explores strategies to influence and lead others through effective communication in both one-on-one and group settings.