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 SECURE Act 2.0 – Planning Opportunities for Individuals (1.2 hours)
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Online
1.2 Credits
Member Price: $39
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The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to accounts and new ways of accessing these funds. This course will provide a concise look at these hot topics. **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 kori.herrera@acpen.com.
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Don Farmer's Demystifying Sales Tax (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $89
Join us for a focused, insightful session on sales and use tax hosted by Charli Harrell and Aldo Rodriguez, sales tax subject matter experts. This event is designed to help tax professionals confidently navigate one of the most misunderstood areas of state and local taxation. With a spotlight on 2026 updates and real-world examples, this webinar will equip you with guidance to protect your clients from sales tax surprises and stay ahead of changing laws. Whether you're advising startups or established businesses, you’ll leave with new knowledge, practical tools, and a stronger foundation in sales tax compliance.
The New Quality Management Standards - What Everyone Needs to Know (2 hours)
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Online
2.0 Credits
Member Price: $89
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The AICPA issued the new Quality Management Standards as a part of its overall quality improvement initiative. This course will highlight the foundational principles within the new approach that everyone in the CPA firm should know.
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Surgent's Mastering Client Management for Accounting and Finance Professionals (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.
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Surgent's Top Business Tax Planning Strategies (2 hours)
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Online
2.0 Credits
Member Price: $99
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Business strategies for 2026 are based on important tax changes made in the One Big Beautiful Bill Act (OBBBA). There are a number of important business tax changes that can be used to develop tax planning strategies that have great advantages for businesses and their owners. This program covers many important business tax changes and the implications for tax planning founded on them.
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What's Behind the Data? (2 hours)
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Online
2.0 Credits
Member Price: $89
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We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling. 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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Operations Level Internal Control (4 hours)
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Online
4.0 Credits
Member Price: $149
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Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider 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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Audit & Attest Quality Matters that Should be on Your Radar – Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements
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Online
8.0 Credits
Member Price: $250
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Quality management is important. Every CPA firm that provides audit and other attest services must undergo a third-party quality control review. This session will provide you with the tips on how to avoid common quality control deficiencies in all services that are subject to peer review. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Multistate Taxation - Issues and Planning Opportunities
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Online
8.0 Credits
Member Price: $250
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Join our course on Multistate Taxation – Issues and Planning Opportunities designed for financial professionals. Learn about crucial topics like nexus implications, state taxable income calculations, and audit defense strategies. Gain practical insights to integrate these considerations into client financial plans effectively. From deciphering complex formulas to understanding state-specific regulations, this course equips you with actionable knowledge to excel in finance. Explore multistate business activities, choice of business entity, and interstate commerce clauses. By course completion, you'll be ready to identify common pitfalls, mitigate risks, and ensure compliance with multistate taxation. Join us and navigate the complexities of finance confidently. **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 kori.herrera@acpen.com.
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Managing Current Fraud Trends in a Shifting Environment
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Online
8.0 Credits
Member Price: $239
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As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. 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 S Corporation Core Tax Issues From Formation Through Liquidation
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Online
8.0 Credits
Member Price: $279
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As experienced staff members master the preparation intricacies of an 1120-S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to revocation, termination and liquidation. Experienced, client-facing staff should be aware of the pitfalls that may inadvertently cause an S-status termination or may generate unintended tax consequences to shareholders.
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Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (2 hours)
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Online
2.0 Credits
Member Price: $89
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Ethics is complicated, and conflicts of interest are more complicated. What are the various issues involved with conflicts of interest? What does the AICPA Code of Professional Conduct say? We will discuss several seemingly ordinary, everyday conflicts of interest and how we should be more aware that conflicts of interest are common. We will discuss the ethical priorities of a CPA and how to apply them. What should you do when facing a conflict of interest? What is the "secret weapon" to help mitigate conflicts of interest? The key to our profession remaining relevant is to maintain trust. Come and learn more about conflicts of interest and how we all can be even more trustworthy.
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How to Audit Inventory (2 hours)
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Online
2.0 Credits
Member Price: $89
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Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation. 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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SALT Mastery Series: Washington Legislation - Increased Rates, Taxable Services, Estate Tax Changes & More! (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $75
Elevate your expertise, stay ahead of legislative changes, and gain practical insights tailored for tax professionals. Join us for an in-depth exploration of the Washington legislation effective October 1, 2025. Don't miss the opportunity to master the complexities of SALT and transform your tax practice.
What's Changing in A&A for Governmental Entities (2026/27) (4 hours)
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Online
4.0 Credits
Member Price: $149
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This comprehensive course provides a timely update on key accounting and auditing developments affecting governmental entities, bringing together recent standard-setting, auditing, and compliance changes into a single, cohesive learning experience. Participants will begin with an update on major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105, along with a high-level overview of active GASB exposure drafts and ongoing projects. Emphasis is placed on understanding how these changes affect governmental financial reporting, disclosures, and communication with stakeholders. The course then shifts to auditing developments, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office, including changes related to quality management, effective dates, and recent updates to the Green Book. Participants will also gain insight into the GAO's implementation delay and its implications for audit planning. Finally, the course addresses recent changes affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, recent Office of Management and Budget (OMB) memoranda, and reporting changes related to SAM.gov. Designed for auditors, preparers, and financial leaders working with governmental entities, this course helps participants understand how recent accounting and auditing changes intersect-and what to watch for as 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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Advanced Personal Financial Planning Update 26-27
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Online
8.0 Credits
Member Price: $329
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New personal financial planning strategies are emerging due to passage of the One Big Beautiful Bill and evolving personal goals in difficult economic and legal environments. Drawn from recent publications and government directives, this course reviews the latest financial strategies and planning changes from the past year in insurance, investments, tax, estate and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.
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Basic Staff Tax Training: Individual 26-27
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Online
8.0 Credits
Member Price: $329
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This course will help you master individual income tax return preparation! It will improve your understanding of the basics, focusing on the law and compliance associated with Form 1040. It is an excellent overview of the process for new preparers and a refresher for the more seasoned professional.
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S Corporation (Form 1120S) - Formation to Liquidation 26-27
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Online
8.0 Credits
Member Price: $329
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With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a S corporation course focusing on the birth, growth, maturity, and death of a closely held S corporation. This case driven course will deal with S corporation income tax laws from formation to liquidation. This class will review S corporation tax law by looking at case studies addressing issues and problems at both the S corporation and shareholder level. Each attendee will receive the most comprehensive reference manual with numerous practice aids and real-world examples and case studies.
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U.S. GAAP Disclosures for Non-Public Entities 26-27
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Online
8.0 Credits
Member Price: $329
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Disclosure has never been more critical. This course covers the most commonly encountered U.S. GAAP disclosure requirements. The course is an overview of the FASB Accounting Standards Codification and its more significant disclosure requirements applicable to non-public entities. In addition to U.S. GAAP, the course includes discussion of disclosure requirements for financial statements prepared using a special purpose framework, e.g., tax basis.
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CPA to CFO: Essential Competencies for Finance Leaders (1 hour)
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Online
1.0 Credits
Member Price: $55
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The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements, and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples, and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.