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.
Becoming a Fractional CFO: What to Do and How? (2 hours)
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Online
2.0 Credits
Member Price: $89
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Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry - be prepared for this as a possibility. Many fractional CFOs do not execute their practice as they could, and that is why they are not very successful. This discussion includes over fifty (50) recommendations to strengthen your fractional CFO practice. What do clients typically need? Are you better as a solo practitioner or should you join a firm? How to manage the relationship(s)? Every effective organizations make plans and if you want a winning fractional CFO business, come join us and learn how. 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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Metrics Management – Linking Strategy to Performance (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement, and execution. Participants will explore why there is no "perfect" metric, how strategy fails due to weak measurement, and how financial and non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy, and organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points and keep things entertaining.
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Surgent's Data Analytics Toolkit - Tools and Applications (2 hours)
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Online
2.0 Credits
Member Price: $99
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There is no shortage of data, but relatively few organizations have an environment and process to isolate, capture, analyze, and convert data into actionable information. Too often, we collect as much data as possible, continue to use historic measurements, and communicate data using traditional vehicles. Good decisions are not the result of the amount of data gathered, but of the quality and understanding of the information. The goal of this program is to explore a number of analytical tools and techniques and identify applications for them within an organization. Analytical techniques will be introduced throughout the discussion, and a significant amount of time will be spent addressing the steps needed to establish a data-driven environment and identifying and discussing potential/specific applications. In this way, participants get experience they can begin to use in their organizations. An expanded list of reference books and next level software is also provided.
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The Crawl, Walk, Run of AI Adoption (1.5 hours) [NT]
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Online
1.5 Credits
Member Price: $69
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This course is designed to demystify AI for teams and give them the confidence to start using it in their day-to-day work. Aimed at professionals across various functions HR, Operations, Marketing, Finance and more, this session guides participants through the practical stages of AI adoption. From easy-to-use tools, to function-specific and advanced AI platforms. Attendees will leave with a clear understanding of what's possible today, what's coming next, and how to get started in a way that delivers immediate value.
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Reconciling in QBO (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Reconciliation is how you confirm that your QuickBooks Online checking accounts, savings account, credit cards, loan balances, and liabilities are correct. If you don't reconcile correctly every month, your reports will be wrong! Even if you use the QuickBooks Online banking feed, it's not a guarantee that your bank balances are correct. And when you have extra or missing transactions, your Profit & Loss and Balance Sheet are wrong! Reconciliation is the monthly step to confirm your checkbook balance, credit cards, liabilities, and loans have been entered correctly. The problem is that most businesses reconcile the transactions that ARE on the statement, but ignore the ones that are not. That's not Reconciling, that's "reconciling," and the result is that you may be paying your taxes wrong! In this class, not only will Alicia show you how to reconcile properly, but she'll show you how to trick out the interface to finish in seconds instead of hours. Even better, learn how to identify errors in your accounting data by how they appear in your Reconciliation window. Use reconciling as a troubleshooting tool for duplicated entries, misclassified categories, transactions coded to the wrong funding source, and receipt captures that didn't match the banking feed. 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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Preparing for & Conducting Discharge Meetings (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Over 80% of all employment-related lawsuits relate to termination. Every termination should be treated as a potential lawsuit. The facts supporting a leader's recommendation of discharge must be fully investigated. The discharge of an employee requires prior review and approval. Narrow self-interest, spite, or personal animosity must not play a part in making termination decisions. This course provides practical knowledge and scripts for handling discharges with good judgment such that personal and employer liability is avoided.
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Surgent's Private Company M&A for Accounting and Finance Professionals (2 hours)
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Online
2.0 Credits
Member Price: $119
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This course provides a practical overview of the accounting professional's role in buying or selling a private company. Instead of focusing on technical deal language, the course explains the key business and financial issues that often affect mergers and acquisitions, including the purchase agreement, the final sale price, and financial adjustments after closing. Participants will learn how issues such as customer concentration, hidden liabilities, working capital, and debt can impact the value of a company and the structure of a transaction. The course also explains the role accounting professionals can play before, during, and after a business sale.
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ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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ProActive Response Group's Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active shooter event, and how to use basic medical equipment to save the lives of victims. *****(Warning: This video contains simulated graphic scenes that some viewers may find disturbing)*****
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Metrics Management – Selecting the Right KPIs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Choosing the wrong metrics can create noise, confusion, and unintended behavior. This session helps CPAs and CFOs identify and select meaningful KPIs that align with strategy and are understood by users. Participants will learn how to balance financial and operational metrics, tailor KPIs to responsibility centers, and think like customers when designing performance measures. The session emphasizes simplicity, relevance, and usability over volume and complexity. Humorous videos will be incorporated to drive home some key points and keep things entertaining
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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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10 Best Practices in QBO (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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Use QuickBooks Online more effectively! You'll learn how to avoid (and fix) common mistakes in QBO bank feeds, how to properly classify transactions, and best practices for recordkeeping. After working with hundreds of business owners and bookkeeping professionals, Alicia has seen all kinds of crazy bookkeeping. She's managed to distill those bad habits down into the top 10 mistakes people make in QuickBooks Online. She wants to make sure you don't make them, too! This hour and a half long course highlights the Top 10 best practices that you'll want to get right, saving yourself wasted time and money. We'll start with words of wisdom about setting up your account, and dialing in your chart of accounts and products & services. Then we'll look at recordkeeping, from receipts to understanding what qualifies as a tax-deductible expense. We'll finish up by taking a look at some of QBO's "quirks" so you know proper use of the software. It's important to implement these best practices right at the beginning of your QuickBooks file. It's a lot more expensive and time consuming to fix a file than it is to get trained to do it right in the first place! 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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Shortcuts that Excel Users Love (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! 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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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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Beyond the Numbers: Success Strategies for Female CPAs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. 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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Mastering the Excel Lookup Functions (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. 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 Critical Skills for CFOs and Controllers: Budgeting and Forecasting Strategies for Today’s World (2 hours)
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Online
2.0 Credits
Member Price: $119
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The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value.
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Claude Fundamentals for Accountants (2026 Update) (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of Claude and its growing role as an AI-powered productivity, analysis, and workflow platform for accounting professionals. Participants will learn how Claude differs from traditional search engines, spreadsheets, and chatbots, and how it can be used to accelerate drafting, research, document review, data analysis, and client communications while maintaining professional skepticism and accountability. The course explores practical prompting techniques, document and spreadsheet analysis, projects, artifacts, connectors, Microsoft 365 integrations, automation capabilities, and emerging AI workflows. Special emphasis is placed on confidentiality, privacy, ethics, verification, and professional judgment. By the end of the course, participants will understand how to integrate Claude into their daily accounting workflows to improve efficiency, strengthen decision-making, and support higher-value advisory services. The course is based on the Claude platform ecosystem, including Chat, Projects, Artifacts, Connectors, Microsoft Office integrations, Voice Mode, Design, Code, and Cowork capabilities. 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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The Current and Future Landscape of Audit Technology (2 hours)
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Online
2.0 Credits
Member Price: $89
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Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable tips, you'll learn how to navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession. 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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Creating A Culture of Trust (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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It is the role of a leader to build and maintain a great culture in the organization. The culture is the driving force that shapes the attitudes and behaviors of everyone in the organization. A relationship driven organization is built on trust and is the most effective way to improve productivity, engagement, and the bottom line. Understand the components that enable trust to be created and maintained throughout teams and organizations.
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Surgent's Privacy, Data Security, and AI: Reasonable Precautions in an Unreasonable World (2 hours)
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Online
2.0 Credits
Member Price: $119
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This presentation explores modern confidentiality, data security, and AI-related professional obligations in an increasingly hostile and deceptive threat environment. It explains how evolving risks such as AI-generated phishing, account takeovers, deepfakes, and inadvertent data sharing intersect with long-standing ethical duties, emphasizing that competence today includes understanding both the benefits and risks of technology. Through real-world examples and practical guidance, the session reinforces core principles like the strategic pause, high-confidence verification, responsible use of generative AI, proper data storage, and personal accountability, concluding that reasonable precautions remain both expected and achievable even as tactics and technologies change.
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