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.
This will generate a PDF of the current filtered catalog
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
GAAP is changing at an increasing rate. Every successful organization has a sound strategy. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategic skills are mandatory today. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will.
More Dates
Ethical Practices and Responsibilities Under Circular 230 (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
The IRS has recently issued proposed regulations to update the Circular 230 rules for all tax practitioners, amending these rules in various ways to reflect changes in the law. This session will review these new rules and discuss their impact on your tax practice. The course also covers in detail major provisions of Circular 230 and analyses them using factual situations. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com
More Dates
Business Tax Update: OBBA and Recent Developments (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
A discussion of the latest tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. 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
Smart Formula Selection in Excel: What to Use When (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Excel gives you multiple ways to solve the same problem - but which formula is the right one? This course teaches a decision-based approach to function selection, helping you confidently choose between similar and competing functions. Through real-world examples and side-by-side comparisons, you'll learn when IFS or SWITCH is cleaner than nested IFs, how SUMPRODUCT can help with complex summarizing data, how to use LET in place of defined names, and much more. Ideal for professionals who want to make smarter, faster formula choices that are easier to maintain and audit. 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
Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings (2 hours)
-
Online
2.0 Credits
Member Price: $99
See more dates
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations, understanding how shareholder basis and the equity section of the balance sheet work together for tax purposes is imperative for nearly any tax practitioner. In this course, we will discuss this relationship. Using examples and illustrations, we will show how contributions, operating transactions, and distributions affect shareholder basis as well as equity.
More Dates
Surgent's Government and Nonprofit Frauds and Controls to Stop Them (4 hours)
-
Online
4.0 Credits
Member Price: $159
See more dates
The cost of fraud, dearly paid by governments and nonprofits, is too severe to not learn from past experiences. This course examines real-world fraud cases to uncover the lessons they provide and translate them into practical, preventive controls. Using a highly illustrative and innovative format, the course engages participants with over 15 focused exercises designed to build a strong working knowledge of fraud risks and effective anti-fraud controls. Whether you are an auditor or an industry professional, you'll gain actionable strategies to strengthen oversight, reduce vulnerabilities, and safeguard your organization. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
More Dates
Surgent's Required Minimum Distributions: Compliance and Planning (4 hours)
-
Online
4.0 Credits
Member Price: $159
See more dates
Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions.
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
Comprehensive S Corporation Taxation Form 1120S 26-27
-
Online
8.0 Credits
Member Price: $329
See more dates
This course comprehensively reviews the laws and regulations impacting S corporations. Get updated on the IRS' compliance campaign that targets the improper reporting and calculations of stock basis and distributions. Learn to calculate and report critical S corporation tax items that generate most IRS audit adjustments correctly. Topics cover issues include S corporation qualifications, making and keeping the S election, reasonable compensation, taxation of distributions, the use of Qualified Subchapter S Subsidiaries, allocation of annual operating income and loss, tax reporting elections and learning the proper method to calculate the basis of stock and debt amounts.
More Dates
Leases: ASC Topic 842 in Depth 26-27
-
Online
8.0 Credits
Member Price: $329
See more dates
An in-depth coverage of ASC Topic 842, Leases . Leasing is popular among corporations for needs including office space and equipment. Since ASC Topic 842, Leases has been adopted by most entities, it is time to review the topic, including any recently issued updates. Excerpts from publicly traded companies' recent disclosures on Leases are also examined.
More Dates
Retirement Distributions: Planning Options 26-27
-
Online
8.0 Credits
Member Price: $329
See more dates
Retirement accounts may be the largest financial asset your client has. Learn to provide valuable retirement planning input rather than mere RMD calculations. Congress has been changing things: witness Secure and Secure 2.0. Beneficiary rules changed in 2019 but final regulations became effective in 2025. Retirement benefits will be paid to beneficiaries much earlier than was required for pre-2020 deaths. Improper choices and faulty distribution calculations can result in penalties or unnecessary taxes. Retirement plans may be overhauled based on recent legislative changes and IRS interpretations; this effects self-employeds and employees. Course materials contain regulations governing plan distributions and copies of appropriate IRS forms and rulings, updated with the latest cases, rulings, regulations and legislation.
More Dates
Surgent's Advanced Individual Income Tax Return Issues
-
Online
8.0 Credits
Member Price: $279
See more dates
Most accounting and financial professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.
More Dates
Surgent's Annual Accounting and Auditing Update
-
Online
8.0 Credits
Member Price: $299
See more dates
Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB), and Securities and Exchange Commission (SEC). On the financial accounting front, we will cover the FASB's Post-Implementation Review (PIR) report released in late 2025 for lease accounting under ASC 842 and discuss the best practices in applying the standard and identifying any ongoing issues practitioners are experiencing with applying the standard. We will also discuss the more than a dozen ASUs the FASB has issued since the beginning of 2024 and into 2026 covering government grants, derivatives and financial instruments, practical expedients for credit losses under ASC 326, and expense disaggregation on the income statement. Our focus on AICPA standards includes a detailed discussion of revamped AICPA quality management standards. The AICPA updated and modernized the standards by issuing Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, and SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards, now effective as of December 15, 2025, modernize quality management standards to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on engagements. We will also discuss AICPA's proposed SAS, The Auditor's Responsibilities Relating to Fraud in an Audit of Financial Statements, intended to supersede AU-C section 240. We will also cover new rules impacting public company audits and present case studies on recent fraudulent accounting stories and best practices for detecting and preventing such frauds. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
More Dates
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
-
Online
8.0 Credits
Member Price: $299
See more dates
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.
More Dates
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
-
Online
8.0 Credits
Member Price: $279
See more dates
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff focus on the essential amidst the cacophony of IRS and legislative changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.
More Dates
You Don't Know What You Don't Know About Microsoft Excel [NT]
-
Online
8.0 Credits
Member Price: $239
See more dates
Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. 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
Financial Accounting Standards: A Comprehensive Review 26-27 (16 hours)
-
Online
16.0 Credits
Member Price: $589
See more dates
This two-day, interactive workshop reviews the hottest accounting topics and recent changes in areas such as private company accounting, revenue recognition, going concern and other specialized subjects. Refresh your research skills and practice using the Codification. Case studies and real-life examples will help attendees readily apply the information covered.
More Dates
Unlocking Deep Secrets: Case Studies in Financial Analysis (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance. - Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends. - Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance. - Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity, and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business. This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance. 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
Operations Level Internal Control (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
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.
More Dates
Compensation Fundamentals and Pay Transparency: Driving Fairness & Engagement (1 hour) [NT]
-
Online
1.0 Credits
Member Price: $39
See more dates
Understanding the principles and practices of compensation is essential for creating a motivated and satisfied workforce. In this webinar, we'll learn how to perform market pay research, key compensation concepts, discuss the pay transparency movement and explore how these crucial elements drive fairness and engagement in HR practices.