CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
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Corporate Finance Technology Selection: Practical Frameworks (1 hour)
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Online
1.0 Credits
Member Price: $55
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Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs, and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. 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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Making Effective Decisions When You Can't Get What You Want (2 hours)
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Online
2.0 Credits
Member Price: $89
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Even if managers have incomplete information or constraints, they still must make choices. This session provides advice for navigating rocky decision-making terrain encountered by managers who must make choices despite imperfect information and/or constrained resources. We explore ways to leverage available information to make effective decisions when seemingly critical details cannot be obtained. We also illustrate managerial accounting techniques for optimizing profitability when inputs or resources are constrained by supply chain disruptions or other limitations. 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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Ethical Intelligence: Global Case Studies & Standards 26-27 (4 hours)
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Online
4.0 Credits
Member Price: $175
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Don't fall behind! This course will ensure that you know the current ethical requirements set by standards-setting organizations and legislative action. Real-world cases coupled with analysis by a leading ethics expert will help you better recognize situations that may pose ethical or regulatory risks. Discover the regulatory, legal, and ethical responsibilities you have, and gain insight into a simple 4-step decision-making process that can strengthen your professional judgment.
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Accounting Fraud 26-27
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Online
8.0 Credits
Member Price: $329
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Gain an understanding of the concept of fraud, the Fraud Triangle theory, fraud risk, fraud detection and prevention. Learn about best practices in fraud detection and fraud deterrence. This course includes real-world cases of fraud, how they were perpetrated, and how they were detected.
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Financial Statement Disclosures 26-27
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Online
8.0 Credits
Member Price: $329
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Disclosures are on of the most challenging areas of financial statement preparation and one of the most cited deficiencies in peer reviews. This program tackles the many disclosure requirements with detailed discussions on topic requirements and examples. This is a fast paced course that covers all the major balance sheet accounts, as well as revenue and expenses. Attention is also paid to the Statement of Cash Flows.
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Forensic Accounting: Crafting Expert Reports (4 hours)
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Online
4.0 Credits
Member Price: $149
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When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. 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 Best Individual Income Tax Update Course by Surgent
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Online
8.0 Credits
Member Price: $299
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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
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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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Performance Auditing Made Easy (1.5 hours)
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Online
1.5 Credits
Member Price: $79
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Unlike a traditional financial audit objective (Are the financial statements materially misstated), performance auditing can address a wide variety of objectives. Is this program working? Can it be improved? Where can we save money? How can we operate more efficiently and effectively? Are management’s assertions supported? And so forth. This session will explain what a performance audit is, describe the applicable standards, and provide examples that indicate the value of a performance audit. Performance audits can add value to any entity and practitioners can profit from adding these assurance services to their practices. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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AI Lessons Learned for Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes, and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles. 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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Criminal Tax: How CPAs Bring Value to Defense Attorneys (2 hours)
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Online
2.0 Credits
Member Price: $89
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CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax investigations. 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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Viewing A&A Through the Eyes of a Tax Practitioner (2 hours)
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Online
2.0 Credits
Member Price: $89
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This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional support within firms that perform tax, accounting solutions, financial statement, and consulting services. We also highlight similarities and differences between U.S. GAAP and tax-basis accounting. 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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Calculating the Retirement Need (1 hour)
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Online
1.0 Credits
Member Price: $55
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For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals, and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. 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 Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Effective teamwork pays its own way by creating greater productivity and profitability in any accounting organization. A team of people working cooperatively can produce more than the sum of individual members working alone. One good idea stimulates another — but only if the team members are engaged and motivated to do so. Teamwork is inhibited in today's high-stress and changing accounting regulatory environment. Integrated into this informative yet pragmatic seminar are tried-and-true motivational principles for the realities of today's changing accounting workplace. It's not easy, but it can be done. You will learn how to form, motivate, steer, and get greater results from all team members by understanding what makes them tick and strategizing approaches to engage all team members.
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Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (2 hours)
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Online
2.0 Credits
Member Price: $99
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Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking, and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization.
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Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor (2 hours)
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Online
2.0 Credits
Member Price: $99
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This program covers three topics: the Department of Labor's changes in overtime rules, the Federal Trade Commission's ban on most non-compete agreements, and the Department of Labor's new rules relating to differentiating between employees and independent contractors under the Fair Labor Standards Act (FLSA). Any suspensions due to court challenges will be discussed. Understanding these new changes will allow accounting and finance professionals to discuss these important business law changes with their clients.
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2026/27 Annual Update for Accountants & Auditors (4 hours)
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Online
4.0 Credits
Member Price: $149
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This comprehensive annual update brings together key accounting and auditing developments affecting accountants and auditors across industries. The course combines recent standard-setting activity issued by the Financial Accounting Standards Board with major audit and attestation updates from the AICPA, providing a well-rounded view of changes impacting financial reporting and engagement performance. Participants will begin with an overview of recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations. The course also highlights issued ASUs with future effective dates and provides high-level insight into recent exposure drafts to support implementation planning. The course then shifts to auditing and attestation developments, including the next phase of quality management with a focus on monitoring and remediation requirements. Participants will also review recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits. Designed for preparers, auditors, and firm professionals, this course helps participants understand how recent accounting and auditing changes intersect-and what to watch for as standards and expectations continue to evolve. 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 Current Issues in Accounting and Auditing: An Annual Update (4 hours)
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Online
4.0 Credits
Member Price: $159
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Designed for accounting, auditing, and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including a discussion of the FASB's Stage 3 PIR report on ASC 606. It also provides an overview of recent PCAOB inspection report findings and SEC rulemaking activity. Through hands-on examples and illustrations, this course will help you apply the guidance in practice. We further discuss other important A&A practice matters to be aware of, including an update on the quality management standards and soon-to-be-effective requirements for engagement quality reviews.
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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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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.