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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Integrate ChatGPT into Your Client Advisory Services-Updated (2 hours)
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Online
2.0 Credits
Member Price: $89
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Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." 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 Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security (2 hours)
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Online
2.0 Credits
Member Price: $119
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Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case studies and practical strategies, participants will learn how to recognize and mitigate cyber threats, evaluate cyber insurance policies, and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards.
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Surgent's Implementing Subscription Pricing to Your Practice (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it's crucial for accountants to understand the financial implications and strategies associated with this pricing approach. This course will cover the basics of subscription pricing, how to set prices, and how to analyze the financial impacts of these decisions, as well as the specific impacts to your business. By the end of this course, participants will be equipped with the knowledge and skills to effectively manage the implementation of subscription pricing to their practice.
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AI & Accounting in Retail (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, and financial reporting. Drawing on real-world case studies from retail giants and small businesses alike, this course explores how AI technologies intersect with accounting workflows and outlines strategies to maintain accuracy, trust, and control in an AI-driven marketplace. 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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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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Applying AI in A&A: Creating Effective Prompts (1 hour)
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Online
1.0 Credits
Member Price: $49
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When you ask someone in accounting and finance how often they use generative AI, it's no longer a "sometimes" -- it's usually daily. Effective use of the AI tools may vary, though. This webcast can help improve both efficiency and effectiveness for accounting and assurance professionals by unlocking the key to well-structured AI prompts.Examples of effectively written prompts will illustrate how to craft prompts that improve AI outputs and create even more efficiency in your work.
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Unlock the Power of AI with Copilot in Excel (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. 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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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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Small Firm Success Series (12/17/2026) (1 hour) [NT]
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Online
1.0 Credits
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Small CPA firms, defined as those with 30 or fewer professionals, face distinct challenges amid rapid technological change, evolving regulatory demands, and mounting pressure to attract and retain talent. This webcast keeps practitioners current on the developments that matter most while offering practical, immediately applicable insights to strengthen their practices.Participants will gain clarity on today's most pressing questions: How can small firms address staffing shortages and build a sustainable talent pipeline? Which emerging technologies merit investment now? How should firms prepare for new compliance requirements and regulatory updates? What practice-management strategies are most effective for staying competitive in a fast-changing landscape? What sets this webcast apart is its exclusive focus on small firms. Each session emphasizes practical, resource-efficient solutions tailored to their needs. Attendees will hear real-world examples, explore current trends, and receive actionable guidance from experts who understand the realities of small-firm leadership.Designed for partners, managers, and future leaders, this program equips small firms to operate more efficiently, respond effectively to evolving standards, and position themselves for sustainable growth.
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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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AICPA Town Hall Series (12/17/2026) (1 hour)
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Online
1.0 Credits
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The AICPA Town Hall Series delivers: Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities **Free for AICPA membersNot an AICPA or CIMA member? Become one today.
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Quality Management: Engagement Quality Reviews (2 hours)
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Online
2.0 Credits
Member Price: $89
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SQMS No. 2, Engagement Quality Reviews, sets out requirements and guidance for firms to conduct an engagement quality (EQ) review. The standard also addresses the qualifications, eligibility, responsibilities, and appointment of an EQ reviewer.The predecessor standard, SQCS No. 8, combined quality control policies with the engagement quality control review. SQMS No. 2 was issued separately to highlight the importance of the EQ review within a firm's system of quality management.SQMS No. 2 formalizes and strengthens the review process through clarified guidance and enhanced documentation requirements. It also distinguishes the responsibilities of the firm from those of the EQR reviewer, ensuring greater accountability and transparency.
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Surgent's Public Speaking and Presentation Skills (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups — big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread — speaking in front of others.
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ChatGPT and IRS Taxation Law Research (2 hours)
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Online
2.0 Credits
Member Price: $89
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The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. 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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Mining Your Firm Client Database for Revenue (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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Your client database is more than a record of past engagements-it's a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying cross-selling potential to leveraging automation tools for proactive outreach, this webinar will equip firm leaders and client managers with actionable strategies to turn dormant data into dynamic business development. Whether you're a solo practitioner or part of a larger firm, you'll walk away with a roadmap for transforming your client list into a revenue-generating engine. 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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Rewards & Recognition Strategies for Leaders (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Whether you are responsible for managing 1 employee or 20, your leadership can make or break your team. Learn practical leadership strategies that you can implement when you return to your office. In today’s competitive market, it’s more imperative than ever that as leaders we are inspiring and motivating our teams to success.
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Becoming Conflict Competent (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict. 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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Adobe Acrobat Tips for Working with PDF Files (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use 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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Financial Statement Presentation, Disclosure, and Analysis
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Online
8.0 Credits
Member Price: $239
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This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also explore techniques that will allow participants to perform meaningful financial statement analysis and effectively communicate conclusions to decision-makers and other stakeholders. 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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NotebookLM Use Cases for Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You'll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare, and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs, and professional judgment so NotebookLM strengthens your analysis instead of replacing it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.