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.
Effective Communication Skills (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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When asked the question, "What would you like to improve about your leadership and communication style?". More than 65% of leaders say they want to be more confident and assertive in their communication. Confidence and clarity communicate leadership. If you are responsible for growing a profitable company or a productive team, you want team members who have the ability to reach goals, make sales, finish projects, and serve customers. Being a confident, compelling leader helps to inspire better relationships, promotes trust, and reduces stress in the workplace. Confident communication cultivates cooperation, goal achievement, and a more respectful work environment. Clear and compelling leaders are better equipped to move projects forward and make things happen while improving cooperation and respect from partners and subordinates.
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Getting On Top of It All: How to Work Smarter, Not Harder - Part 1 (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.
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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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Surgent's Use the Data Model to Build More Powerful PivotTables (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible, but they do have limitations. If you have ever encountered one of these limitations, you'll be excited to learn that by using the Data Model as the source for PivotTables, you'll be able to bypass many of the restrictions that exist with traditional PivotTables. The data model (also referred to as Power Pivot) is included in Excel 2016+ for Windows and available as a free download for previous versions (excluding Excel for Mac). Using the data model enables you to build PivotTables that were previously not practical. If you frequently build PivotTables and would like to do more with them, you'll want to understand how to use the data model (Power Pivot) to enhance your reports. Note about Excel versions: Power Pivot is not available in all versions of Excel, including Excel for Mac. If you would like to see if Power Pivot is available in your version of Excel, visit the Microsoft site.
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Just Ask Why - Searching for Answers: Generating Solutions (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect.
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Navigating Mergers & Acquisitions with AI: The Future of Deals (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Mergers and acquisitions can be complex, risky, and filled with unexpected challenges—but they don’t have to be overwhelming. This course provides a clear and practical overview of the M&A process, helping professionals understand the critical stages of evaluating opportunities, structuring deals, conducting due diligence, and navigating post-transaction integration. Participants will learn practical techniques that help organizations avoid the common traps that derail many transactions while improving the likelihood of successful outcomes. The session also explores how emerging AI tools are beginning to enhance deal analysis, uncover deeper insights, and support better decision-making throughout the M&A process.
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Let's Play The 90 Day Money Game! (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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The key to building a long-lasting relationship with your clients is to become more than just their accountant. Your clients already trust you with their tax and compliance work, but why not take it to the next level. By learning how to play the 90-day money game, you can help your clients elevate their income and take their earning power to the next level. Once you master the philosophy and practical tools for yourself, they can be easily shared with your own clients. Many clients silently suffer financially and are afraid to ask for help. By helping them play their own 90 day money game, you can support their financial wellbeing and turn good clients into GREAT ones! Here’s how it works: Take your money challenges and turn them into money confidences by playing the 90-day money game. We will address three areas: INCOME – creating and working toward a Bold Money Goal IMPACT – expanding your reach in the world with clients and contacts INNER PEACE – turning the stress around income creation into a fun, peaceful experience. Reclaim your personal power around this important topic! Don’t stay stuck in your story, waiting for the outside world to change before you claim your financial success. Action that is fueled by stress is inefficient and exhausting. Learn how to take action from inspiration. Discover a new way to think about money creation and nourish yourself in the process. Remember…You are you OWN economy. Learn how to create this reality now! The next 90 days will pass by one way or the other – let’s decide to use that time in a clear and direct way to create a Money Breakthrough! Learn this winning philosophy for yourself and then use these principles and tools in your work with clients.
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Overcome Your Obstacles to Abundance (4 hours) 1 Tech & 3 [NT]
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Online
4.0 Credits
Member Price: $149
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Getting rich requires many things. First, you need to know how to overcome previous limitations you may have had about making a lot of money. Second, you need to know and use the best financial strategies for becoming wealthy--including the latest investment and marketing strategies. And third, you need to be able to enjoy your lifestyle, and look at what obstacles get in the way of you being rich and fully contented. By exploring the latest methods for achieving financial and personal success, you'll be able to make a lot more money and have a great time doing it.
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Big Picture Mega-Trends, Big Data, and World We Now Face (2 hours)
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Online
2.0 Credits
Member Price: $89
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It is easy for us to get caught up in our work, but it is better to examine the ‘big picture’ by studying the outside factors that impact our business beyond our internal processes and day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us and the organization. This session is designed to review many of these current trends, while thinking and discussing how these trends can impact our organizations and us. This is a fun and lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize.
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Surgent's Anatomy of a Ransomware Event and Incident Response (2 hours)
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Online
2.0 Credits
Member Price: $99
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The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken, and how the chances of experiencing one can be reduced. Join us to learn about these topics so you can be prepared with the best response and the knowledge to avoid common mistakes in a ransomware event.
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Getting On Top of It All: How to Work Smarter, Not Harder - Part 2 (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do. We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.
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Surgent's Business Writing: Professional & Effective Emails (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
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Surgent's Business Law for Small Business Owners (4 hours)
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Online
4.0 Credits
Member Price: $159
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One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment, and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover basic compliance areas for small business owners. We will look at the main elements of a contract, taxation of entity types, worker classification, property law, and many of the other areas that are often overwhelming for small business owners. By being able to speak to these issues, practitioners will be able to add value and help their small business owner clients grow and thrive.
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Metrics Which Every CFO, Controller and CPA Advisor Should Know (2 hours)
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Online
2.0 Credits
Member Price: $89
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Metrics represent a framework of ratios and key performance indicators used to evaluate financial performance and operational effectiveness. In this course, Jeff covers the most common and useful metrics that every CFO, Controller, and CPA advisor should understand. The discussion is organized by the type and use of each metric. The course includes practical examples to support understanding and application. Jeff presents the material in an engaging manner to help reinforce key concepts and maintain focus.
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Surgent's Unconscious Bias for Managers, Supervisors, and Executives (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Understanding unconscious bias is key to creating an inclusive workplace and to making the best business decisions. This course explores the concept of unconscious bias, the science behind it, and how it can affect the way employers hire, evaluate, and treat employees. We will also discuss strategies employers can use to reduce unconscious bias and create a more inclusive workplace.
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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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Accommodation Requests - Substance Abuse - Contagious Infections (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Good judgment works well in handling most employee relations matters. However, there are special situations where legal requirements dictate specific handling to avoid significant personal and employer liability. This course provides practical knowledge and scripts for responding to requests for accommodation regarding religious practices or disabilities, confronting employees in substance-abuse situations, and handling disclosures of contagious infections so that individual is properly helped, and the health of your workforce is protected.
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The CPA as Strategic Advisor: Leading the Client Advisory Team (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course provides tax and accounting professionals with a framework for serving as the lead advisor in a multidisciplinary planning environment. Participants will explore how to coordinate with attorneys, financial planners, insurance professionals, and bankers to deliver integrated planning strategies. The course emphasizes identifying opportunities across estate, financial, retirement, and tax planning while managing collaboration and delivering cohesive client solutions.
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Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Many organizations have a process documented for their employment life cycle but do not look at it wholistically. Having a longer view of the employee life cycle can provide more value to your company that you might think. Join us for an interactive discussion around the entire life cycle of employees with best practices discussed on continuous improvement for your organization. This session will provide an overview of each of the steps in the timeline from multiple perspectives, to provide keen insights on actionable ideas to take back to your workplace and implement today.