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.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Online
8.0 Credits
Member Price: $299
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This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.
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New Trademark Law: What CPAs and Their Clients Should Know (1 hour)
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Online
1.0 Credits
Member Price: $39
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In 2020, Congress passed the Trademark Modernization Act ("TMA"), the first major overhaul of Federal Trademark Law since 1946. The TMA enacted some new USPTO proceedings while updating existing proceedings. This seminar seeks to provide CPAs & their clients with an overview of the changes brought about by the TMA while also providing attendees with helpful takeaways that could be applied with their existing trademarks and for action against competitors.
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Develop Your Emotional Intelligence to Be More Successful in Life and Leadership (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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The difference between star performers and average ones in leadership roles is attributable largely to emotional intelligence (EQ). It’s surprising, then, that EQ is underrated as an essential ingredient for success in life and leadership. This presentation highlights the importance of EQ and provides participants with actionable tools to develop better relationships within and outside of the workplace, build healthy teams, and navigate constant change.
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Nonprofit Accounting and Financial Reporting Explained
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Online
8.0 Credits
Member Price: $250
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This course provides a high-level overview of the most important issues facing nonprofit entities and their auditors. The focus of this course is on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant professional and regulatory standards related to reliable financial reporting for nonprofit entities. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Supervised AI Agents as Public CPA Audit Team Members (1 hour)
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Online
1.0 Credits
Member Price: $39
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Should CPAs in public practice use Agentic AI? How? What should I not do? Join us to review how to use AI to assist in Assurance engagements, including testing internal controls. Agentic AI (‘Artificial Intelligence’) is rapidly being deployed by leading audit, compliance, and finance teams. While AI agents are not yet replacing all of today’s knowledge workers like auditors, accountants, and IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth and scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk, and compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors and IT security professionals to enhance efficiency, consistency, and assurance quality. Of critical importance is training and supervision so that the AI agents accomplish their testing to the intended quality standards. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal and external assurance.
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Ethics in Artificial Intelligence (1.6 hours) [NT]
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Online
1.6 Credits
Member Price: $79
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Artificial Intelligence (AI) is reshaping industries, decision-making, and everyday life at an unprecedented pace. While its potential for innovation is immense, AI also raises profound ethical challenges around fairness, accountability, transparency, and human rights. Bias in algorithms, misuse of personal data, opaque decision-making, and the displacement of human judgment underscore the urgent need for ethical frameworks to guide AI development and use.
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Audit Risk Assessment in Plain English (2 hours)
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Online
2.0 Credits
Member Price: $89
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Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA’s clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity’s environment, the entity’s internal controls, and assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples and language.
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Common Deficiencies in Employee Benefit Plans (2 hours)
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Online
2.0 Credits
Member Price: $89
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Discover critical insights from the latest Department of Labor studies on employee benefit plan audits and tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality and explores the underlying causes of these issues. Through practical strategies, engaging case studies, and regulatory guidance, participants will learn how to close gaps in compliance, enhance audit execution, and protect plan participants and beneficiaries. Whether you're an experienced auditor or new to benefit plan audits, this course will equip you with the tools needed to elevate audit quality and ensure regulatory compliance. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Form 706 Preparation Part 1: Overview Including Portability 26-27 (2 hours)
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Online
2.0 Credits
Member Price: $99
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This section of the four-part series will cover basic Form 706 preparation and help participants develop a solid foundation in preparing the federal estate tax return. It will also cover running the engagement, administration issues and completing pages 1-4 of the form, including the portability election. For example, worksheets and practice resources will be provided. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & Credits
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Leading Risk Management Practices in a Dynamic Risk Environment - Part 1 (2 hours)
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Online
2.0 Credits
Member Price: $89
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This session explores how leaders can elevate risk management from a compliance-driven exercise to a strategic capability that enhances resilience and performance. Participants will examine how to establish clear risk governance and appetite, implement continuous risk sensing, and prioritize risks based on impact, velocity, and interconnectedness. The program emphasizes integrating risk considerations into strategic planning, capital allocation, and operational decisions, rather than treating risk as a standalone process. Through practical frameworks and real-world examples, attendees will learn how to assign clear ownership for key risks, design effective response strategies, and use meaningful key risk indicators (KRIs) alongside performance metrics. The session also highlights the importance of learning and adaptation—using scenario analysis, stress testing, and post-event reviews to continuously refine assumptions and adjust strategy in a rapidly changing risk landscape. By the end of the program, leaders will be equipped to guide their organizations with confidence through complexity, uncertainty, and ongoing disruption.
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The Entrepreneurial Spirit - A Leadership Perspective (1.2 hours) [NT]
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Online
1.2 Credits
Member Price: $39
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In today’s rapidly changing business environment, organizations need professionals who think beyond traditional roles and demonstrate initiative, innovation, and strategic thinking. The entrepreneurial spirit is no longer limited to business founders—it is a mindset that drives creativity, problem-solving, and opportunity recognition within any organization. By understanding and embracing the entrepreneurial spirit, professionals can enhance their ability to lead initiatives, adapt to uncertainty, and contribute meaningfully to the long-term success of their organizations.
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Ethics for CPAs: The Practical and the Possible (2 hours)
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Online
2.0 Credits
Member Price: $89
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Award winning discussion leader, former AICPA Council Member, and former state accountancy board member Mark Hugh will review the AICPA Code of Professional Conduct and its interpretations; discuss new developments in regulation at the national and state level; and discuss examples of best practices, case studies, and disciplinary actions.
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Leading Risk Management Practices in a Dynamic Risk Environment - Part 2 (1.2 hours)
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Online
1.2 Credits
Member Price: $39
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In Session One we evaluated: • Examine Governance Organizational Framework (Strategy & Risk) • Determine how to identify risks • Understand how to Assess Risk - Risk Assessment impact and likelihood • Steps towards performing a comprehensive Risk Assessment and Prioritization This session goes deeper into the process of risk management and risk assessment. This session also includes a case scenario for evaluating risk management risks.
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Introduction to Not-for-Profit Accounting (2 hours)
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Online
2.0 Credits
Member Price: $89
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Not-for-profit organizations encounter distinct accounting complexities. This course provides an introduction to the financial statements and specialized accounting principles relevant to nonprofits. Attendees will explore key topics such as net assets, agency transactions, contributions, and endowments, focusing on the unique transactions and account balances that define not-for-profit accounting. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Form 706 Preparation Part 2: Reporting Assets 26-27 (2 hours)
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Online
2.0 Credits
Member Price: $99
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This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This section will cover running the engagement, administration issues and completion of pages 1-4 of the form, including portability election. For examples, worksheets and practice resources will be provided. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & Credits
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Accounting for Leases (2.6 hours)
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Online
2.6 Credits
Member Price: $99
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In February 2016, FASB issued ASU 2016-02, Leases, which provides new guidelines that change the accounting for leasing arrangements. To be able to properly account for leases, financial professionals must understand ASU 2016-02 (also referred to as Topic 842). This guidance covers information on how leases should be accounted for. The previous leasing standard (ASC 840) had been in existence for almost 40 years. Under ASC Topic 842, lessors continue to classify leases as operating, direct financing, or sales-type. While lessees now classify leases as operating or financing leases. Previous guidance only required capital leases to be reflected on the BS. The new guidance requires all leases to be reflected on the BS. This is a major change for organizations and will cause their balance sheets to swell as leases must now be disclosed on the balance sheet. The standards original effective dates were prior to 2019. In April 2020, due to COVID-19, FASB voted to defer the effective date for ASC 842 for private companies and certain not-for-profit's for one year. For private companies and private not-for-profits, the leasing standard will be effective for fiscal years beginning after December 15, 2021, and interim periods within fiscal years beginning after December 15, 2022. For public companies the leasing standard is effective for fiscal years beginning after December 15, 2019, including interim periods within those fiscal years. The course covers elements of lease classification for both lessees and lessors. Also, numerous examples are incorporated as reference.
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Consulting Services Secrets (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Award winning discussion leader Mark Hugh discusses how to create and capture value with consulting services. Whether you want to consult a little or full time, this valuable course reviews identifying a specialty, growing a practice, capturing value, creating deliverables, and effective marketplace marketing strategies.
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AI In Audit and Financial Reporting (1.6 hours)
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Online
1.6 Credits
Member Price: $39
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Auditors and financial professionals must understand how to integrate AI responsibly while maintaining professional skepticism, audit quality, and compliance with regulatory expectations. However, the use of AI also introduces new governance, ethical, and regulatory considerations that organizations must carefully manage. This course explores how AI is currently being used in audit and financial reporting, the benefits and risks associated with its adoption, and how organizations can establish appropriate governance, controls, and oversight.
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The AB5s of Employees and Independent Contractors (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course explores the tests used to determine whether a worker is properly characterized as an employee or an independent contractor for tax purposes, with a focus on the cost of getting it wrong and possible Section 530 relief. The game changing impact of the Dynamex case and AB5 will also be discussed. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com
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Procurement Standards 2026: What You Need To Know (2 hours)
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Online
2.0 Credits
Member Price: $89
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Federal procurement requirements under the Uniform Guidance were significantly revised effective October 1, 2024, introducing new expectations for procurement methods, internal controls, contractor oversight, and domestic sourcing preferences. This session will provide grant recipients and subrecipients with practical guidance on implementing compliant procurement procedures under 2 CFR SS200.317-200.327 and aligning procurement policies with updated federal standards, and thresholds from the FAR. Attendees will learn how to strengthen procurement documentation, apply revised competition requirements, and prepare for federal agency or Single Audit procurement system reviews. This session provides the regulatory application to develop your own SOP. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.