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.
Reasonable Compensation for S Corps (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Master the Art of CPA Communication: Boost Your Influence! (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $149
See more dates
Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust, and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join me to sharpen your communication skills and elevate your professional impact. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
State of Privacy (1 hour)
-
Online
1.0 Credits
Member Price: $39
See more dates
With consumers' growing demand for privacy, it is imperative that enterprises prioritize privacy and provide privacy professionals with the resources they need. This webinar explores the findings of the annual State of Privacy Survey, which surveyed privacy professionals around the world and will cover trends in privacy staffing, budgets, awareness training, breaches, and privacy by design. Awareness of trends in these key privacy areas can help attendees reexamine, reevaluate, and potentially improve their privacy programs.
More Dates
Analytical Procedures for Nonprofits (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Strong analytical procedures are critical for evaluating the fair presentation of financial statements. In addition, Financial statements are only as good as the information and trends that they produce for operational, strategic, or compliance purposes. This course will provide insights into how to determine the strength and efficiency of nonprofits in achieving objectives and knowledge to improve the analysis of the fair presentation of a nonprofit's financial statements. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
More Dates
Surgent's A Guide to the 401(k): Concepts and Strategies (2 hours)
-
Online
2.0 Credits
Member Price: $99
See more dates
This course delivers a comprehensive, practitioner-focused analysis of 401(k) plans, emphasizing rules, planning opportunities, and common execution risks faced by employees, executives, and business owners. Participants will develop a detailed understanding of plan mechanics, contribution limits, testing requirements, and timing rules, with particular attention to avoiding overfunding, coordinating multiple plans, and maximizing employer benefits. The course examines employee and employer contribution structures, including elective deferrals, catch-up contributions, after-tax contributions, matching and profit-sharing formulas, and special coordination issues for executives, multiple employers, and solo 401(k) plans. Participants learn how to identify and implement advanced strategies such as Roth vs. traditional optimization, mega Roth planning, in-plan conversions, and effective use of employer stock through net unrealized appreciation (NUA). Distribution planning is a core focus, including tax treatment, early distribution penalties, rollover mechanics, and basis tracking across pre-tax, Roth, and after-tax sources. The course emphasizes practical decision-making when evaluating lump sum vs. annuity options, executing rollovers correctly, managing withholding and tax payments, and applying penalty exceptions. Special scenarios, including inherited 401(k) accounts, trust beneficiaries, and Roth-specific timing rules, are also addressed.
More Dates
Surgent's Controllership Skills Update: Current Survival Skills (2 hours) - 1 Tech & 1 [NT]
-
Online
2.0 Credits
Member Price: $99
The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization's results today and preparing it for the future. This brief program offers specific actions that can be implemented by financial personnel to expand their role through improving their organization. The actions and techniques provided build upon and improve activities that exist in many organizations (measuring, budgeting, hiring, risk management, etc.), as well as providing insights into capital allocation, cash management, valuation techniques, variables that influence capacity levels, M&A activity and actions to increase efficiency and innovation. Updated to include the impact of regulations, additional examples of M&A, alliances and strategic spin-offs/splits, methods to improve efficiency from existing activities, the impact of COVID-19, as well as current organizational changes employed to manage and accelerate growth.
Surgent's Financial Planning: Getting Money to Small Business Owners (2 hours)
-
Online
2.0 Credits
Member Price: $119
See more dates
Financial planning for a small business is inherently tied with the owner. When you plan for the future of the company, you are planning for the individual as well. Trying to get the owner additional cash from their company is a common issue faced by many advisors. However, it is important to realize that the form of that cash movement may result in very different tax implications. Using easy to understand examples and cases, this course will explore the common methods used to transfer cash from a small business to the owner. We will look at how the tax implications differ depending on entity type and the form of payment.
More Dates
Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Traditional budgets often consume significant time while delivering limited operational value. This session reframes budgeting as a tactical management tool rather than a once-a-year accounting exercise. Participants will explore how to redesign the budget process to improve communication, accountability, and decision-making across the organization. The session emphasizes output-based metrics, flexible budgeting approaches, benchmarking, and educating non-financial managers so budgets become a tool for managing performance, not just controlling spending.
More Dates
Forensic Accounting: Crafting Expert Reports (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
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.
More Dates
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations (4 hours)
-
Online
4.0 Credits
Member Price: $139
See more dates
Construction accounting fundamentals The construction industry stands out in its need to adhere to diverse accounting standards. Essential knowledge and key issues influencing the field are explored as you learn about the overall construction process through the following topics: Industry players Preparing cost estimates and bids Project management Contracts and modifications Unique accounting issues for contractors Various contractor expenses that affect job profitability need to be identified and examined to ensure accurate accounting of a company's total spending and performance. You'll review this concept and other characteristics unique to contractors as you gather critical information and learn the implications for CPAs. Relevant topics include: Contractor financial statements Common disclosures Supplementary information Working with a suretySurety is an integral part of the construction process. You'll take a detailed look at the benchmarks a surety might analyze in a contractor's financial statements as well as the following topics: Types of surety bonds The surety process Surety underwriting considerations Warning signs for the surety
More Dates
Managing Current Fraud Trends in a Shifting Environment
-
Online
8.0 Credits
Member Price: $239
See more dates
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.
More Dates
Yellow Book Ethics (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
More Dates
Internal Controls Over Compliance vs Compliance (1 hour)
-
Online
1.0 Credits
Member Price: $55
See more dates
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific compliance requirements. Additionally, we will address one of the most frequent findings in audits of governmental entities receiving federal grants: the misidentification of controls and the confusion between compliance and control processes. This course will help clarify the distinction, equipping you with the tools to enhance audit quality and ensure compliance effectiveness. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Can You Really Do That With AI? (1 hour) [NT]
-
Online
1.0 Credits
Member Price: $39
See more dates
Artificial Intelligence has taken the world by storm. In just three short years, AI platforms such as ChatGPT, Gemini, and Copilot have revolutionized how business professionals approach everyday tasks. In this session, you will learn how you can use AI to help you solve specific problems and work more efficiently, effectively, and accurately. Throughout this session, we will focus on real-world scenarios and how AI can help you realize better results in less time. This is a must-see session for all who want to improve efficiency and effectiveness.
More Dates
The Controllership Series - The Controller's Role in Pro Forma Financial Statements (1 hour)
-
Online
1.0 Credits
Member Price: $39
See more dates
Pro forma statements are used by businesses to make decisions on planning and control, as well as for external reporting to owners, investors, and creditors. For example, giving financial estimates for a given period in a standardized manner is known as “presenting pro forma,” a Latin phrase that means “as a matter of form.” Pro forma statements can be helpful tools for business owners, investors, creditors, or decision-makers to analyze various scenarios of future events based on certain financial assumptions. It might aid in making predictions performance of the company. A pro forma income statement displays a firm’s anticipated sales and revenue. It also highlights anticipated fixed or variable operational expenses and, in the end, displays the potential profits and retained earnings for a future financial quarter. There are various types of pro-forma statements and methods to develop them. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years. However, the creation of pro forma financial statements is still a core part of their responsibility.
More Dates
Mastering Communication Skills for the CPA (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert, but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences.
More Dates
Navigating IRS Correspondence: Responding to IRS Letters (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Reconciling in QBO (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
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.
More Dates
Forensic Accounting and Evidence Preservation in QuickBooks (4 hours) - 2 Tech & 2 [NT]
-
Online
4.0 Credits
Member Price: $149
See more dates
By the time a client calls you about suspected fraud, the clock is already running: records can be altered, evidence can vanish, and every day of delay weakens your case. If your practice touches QuickBooks Online, you need to know how to move fast and correctly. This course walks you through exactly that, from scoping the engagement and preserving the file before anything changes, to gaining access when someone tries to block you. You'll master the Audit Log to recover deleted and voided transactions, examine reconciliation history and bank feeds for tampering, and use Reclass to isolate suspicious activity - the same techniques a trained investigator relies on. You'll also learn to cross-match vendors and employees for shell-vendor and ghost-employee schemes, trace lapping on the revenue side, and spot the AP red flags that confirm what you suspected all along This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Generative AI Strategy for Accountants (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, streamline processes, and enhance decision-making. Through examination of the current AI landscape, practical frameworks, and real-world applications, participants will learn how to leverage AI technologies to enhance accounting operations while maintaining professional standards and ethical considerations. The course emphasizes a balanced approach to AI adoption that focuses on augmenting human capabilities rather than replacement. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
