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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Cash Management: Strategies for Long-Term Success (2 hours)
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Online
2.0 Credits
Member Price: $89
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Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich. Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively. This session will cover a wide variety of day-to-day cash management tools.
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Numbers to Narrative: Storytelling in Business Communication (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define context, introduce tension, present evidence, and guide audiences toward resolution. The emphasis is on logical flow and disciplined narrative construction rather than dramatization. The course concludes with application of a structured storytelling model to a professional scenario. 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 Leadership Skills of Tomorrow: Delegate and Listen (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting, and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. 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 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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Performance Management (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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The tools for managing performance and addressing misconduct are not identical. The failure to point this out to leaders has often resulted in the use of the wrong tool. Reinforcing good performance and securing improvements in performance requires skill in coaching employees, making effective requests, and providing effective feedback. This course provides practical knowledge and scripts for setting, communicating, and enforcing performance expectations, such that personal and employer liability is avoided.
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Powerful Public Speaking (1.5 hours) [NT]
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Online
1.5 Credits
Member Price: $39
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How you say what you say is more important than what you say. According to a UCLA study, 93% of a communicators effectiveness is based on non-verbal cues. This foundational program include a focus on the verbal, vocal and visual delivery techniques appropriate for the business environment, which can improve a speakers credibility, influence and impact. Depending on the course length other topics include; managing fear, organizing your presentation, increasing attention and interaction, handling questions, infusing humor, creating impactful visuals, and more.
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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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Tricks and Treats to Avoid Litigation (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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This session provides HR Professionals and leaders with scripts for handling employee relations situations with sensitivity, good judgment, and high confidence. Topics include balancing employee & employer rights, key concepts of effective employe relations, handling employee complaints, personality & attitude problems, addressing misconduct due to mental conditions.
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Build Better Budgets: Fundamental Techniques (2 hours)
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Online
2.0 Credits
Member Price: $89
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This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control. 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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ChatGPT Vision for Financial Analysis (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes. 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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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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Don't Be Spooked: Mastering Conflict Resolution (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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In an age where our workplaces have seen a rise in incivility and we are dealing with rising conflict, it's important for HR professionals to know when to recognize conflict before it explodes and how to resolve it moving forward. This presentation will address the root causes of conflict in the workplace, how to spot it, and how best to address it in a way that keeps your workplace a place where employees want to be.
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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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