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.
Ethics: How to Run Your Business Well (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Ready to elevate your accounting practice through ethical decision-making? If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents in this high-content, results-focused webinar, your business will prosper. Beginning with the most fundamental principle of all, Do No Harm, you'll discover how to make the right decisions in a range of challenging situations. Through engaging, real-life "What would you do?" scenarios, an exploration of the principles of ethical intelligence, and a few fun writing exercises, you'll gain practical insights you can apply professionally and personally. We'll also answer some frequently asked questions about ethics that will enrich your understanding of a topic you can't afford to ignore. We end with a Call to Action, so that you can put the lessons you learn into practice immediately. You'll leave with the tools to foster trust, build a thriving practice, and impress clients with the high standards of service you live by. Who knew an ethics webinar could be both practical and fun? 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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Ethics in the Real World 26-27 (4 hours) [NT]
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Online
4.0 Credits
Member Price: $175
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An innovative and interactive session that taps the areas of neuroscience, psychology and biology to understand how science, emotion and ethical decision-making interact. Instead of critiquing how our minds are supposed to work, this session delves into the fascinating world of how our minds work when we face complex problems where a "best choice" doesn't seem to exist. The talk will also explore why ethical codes have often failed and how to improve individual and organizational ethical reasoning.
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Fraud-How to Find, How to Prevent 26-27 (4 hours)
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Online
4.0 Credits
Member Price: $175
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Participants will review how to maintain a heightened awareness of fraud with clients and gain a better understanding of how to detect fraud. This interactive workshop, designed for practitioners in small and medium-sized CPA firms, will include a lecture with generous time for questions and case studies to reinforce the concepts.
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The ACFE Report to the Nations 26-27 (4 hours)
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Online
4.0 Credits
Member Price: $175
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Every two years, the Association of Certified Fraud Examiners releases a study that details fraud cases internationally. This comprehensive study can serve as an important tool in investigating fraud, establishing internal controls, and identifying red-flags in an audit.
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Becoming a Fractional CFO: What to Do and How? (2 hours)
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Online
2.0 Credits
Member Price: $89
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Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry - be prepared for this as a possibility. Many fractional CFOs do not execute their practice as they could, and that is why they are not very successful. This discussion includes over fifty (50) recommendations to strengthen your fractional CFO practice. What do clients typically need? Are you better as a solo practitioner or should you join a firm? How to manage the relationship(s)? Every effective organizations make plans and if you want a winning fractional CFO business, come join us and learn how. 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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IRC 1031 in the Real World: Practical Issues and Compliance (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a technical overview of IRC 1031 like-kind exchanges, focusing on the application of current law and regulations following the Tax Cuts and Jobs Act. Presented by a former IRS subject matter expert, the course is designed for practitioners who advise on, prepare, or review transactions involving real property exchanges. Participants will examine qualification requirements, definitions of real property, and the determination of like-kind versus non-like-kind property under Treasury Regulations. The course covers key concepts including relinquished and replacement property, boot, realized and recognized gain, and basis calculations. Additional topics include the interaction of 1031 with cost segregation studies, depreciation treatment under 1245 and 1250, replacement property basis allocation, depreciation of carryover and excess basis, and multi-property exchange rules. Practical compliance considerations relevant to tax return preparation and review are emphasized throughout. 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 One Big Beautiful Bill: 2025 tax legislation (4 hours)
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Online
4.0 Credits
Member Price: $149
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The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. 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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Tax Implications of Retirement Plan Distributions (1 hour)
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Online
1.0 Credits
Member Price: $55
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This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. 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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ChatGPT Vision for Financial Analysis (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes. 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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Strategic CFO Series - Big Picture Skills
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Online
8.0 Credits
Member Price: $250
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Strategic CFO is a four-part series that answers the “why” and “direction” our companies take and our role in thinking about this big picture to infuse into our everyday lives. Strategic CFO – Strategic Financial Communications Financial professionals are expected to do more than report numbers-they must explain them in ways others understand and trust. This session focuses on improving financial communication by addressing financial literacy gaps, simplifying complex accounting concepts, and building compelling narratives around data. Participants will learn how to use stories, visuals, and language effectively to communicate strategy, performance, and risk. Through examples and interactive discussion, this session helps CPAs and CFOs become clearer, more confident communicators in both live and virtual environments. Also, some video clips will be used to add to the learning materials and research. Don't worry, they are pretty entertaining. Strategic CFO – Strategic Cash Management Cash is the lifeblood of every organization, yet many leaders struggle to explain, manage, and plan for it effectively. This session focuses on strategic cash management, capital structure decisions, and financing options available to organizations at different stages of growth. Participants will explore how CFOs balance today's cash needs with long-term strategy, evaluate debt and equity decisions, and communicate cash flow concepts to non-financial stakeholders. The session emphasizes practical frameworks, real-world examples, and modeling approaches that support better cash decisions. A few negotiation videos will be displayed to bring humor and effectiveness to the key points. Strategic CFO – Strategic Risk Management Risk management is no longer a compliance exercise-it is a core strategic responsibility of today's CFO and CPA. This session demystifies Enterprise Risk Management (ERM) by walking through the COSO framework in clear, practical terms. Participants will learn how risk integrates with strategy and performance, how organizations identify and assess risk, and how leaders respond to uncertainty in a disciplined way. Using examples, polling, and case discussions, this session equips financial professionals to communicate risk effectively and help organizations protect and create value. Some funny video clips will be used to focus on the learning material. Strategic CFO – Developing Strategy and the Why Effective CFOs and CPAs play a critical role in shaping and executing organizational strategy. This session focuses on how strategy is developed, why many strategic plans fail, and how finance leaders can help organizations create focus in an increasingly complex and fast-changing environment. Participants will explore competitive advantage, the use of financial and non-financial metrics, and the importance of aligning strategy with mission, culture, and resources. Through discussion and real-world case examples, attendees will gain practical tools to evaluate, measure, and support successful strategies across for-profit and nonprofit organizations. Use of some video reels will add levity to some of the key points.
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2026/27 AICPA Regulatory Ethics Update (2 hours)
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Online
2.0 Credits
Member Price: $89
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Stay informed and ahead of the curve with this timely update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated, and PEEC has been especially active with new interpretations, revised guidance, and significant modernization initiatives. In this interactive course, we'll walk through the most important recent developments shaping ethical requirements for the profession, including updates affecting recruiting practices, CPE programs, and tax advisory services. Participants will gain practical clarity on how these changes impact both public practitioners and professionals in industry. The course also looks ahead to proposed and ongoing projects on PEEC's agenda, providing insight into potential future changes and what they may mean for compliance planning in an evolving ethical landscape. 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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Taking the Financial Executive's Leadership to the Next Level (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Financial Leaders often achieve their position primarily with left brain analytical skills. They need to develop right brain thinking to evolve to the next level either professionally or as part of their personal growth plan. This course will help the financial executive and professional focus on where they are currently and help them bridge the gap in leadership skills that will enable them to gravitate to the next level. This course will guide the financial executive and professional to position themselves as leaders that others will trust and want to follow. The financial executive and financial professional will walk away understanding a more holistic approach to people and organizations and a transformational leadership style.
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Budget Mastery: Process, Problems, and Solutions (2 hours)
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Online
2.0 Credits
Member Price: $89
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The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues. The constraints and pressures can lead to poor decisions in both the technical and human components. This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization.
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Progressive Management Accounting (2 hours)
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Online
2.0 Credits
Member Price: $89
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Traditional managerial accounting has often been criticized as ineffective, and in some cases even misleading, leaving many line managers skeptical of the information it provides. Modern management accounting addresses these shortcomings by developing precise cost-per-unit metrics that support budgeting, cost analysis, and performance control. Activity-Based Costing (ABC) enhances accuracy by tracing costs through cause-and-effect relationships rather than relying on broad overhead allocations. This fact-based approach delivers clear visibility into true profit margins across products, service lines, sales channels, and customers. In addition, ABC empowers organizations to reduce costs and improve productivity by reporting unit costs that track trends and benchmark performance against competitors. By moving beyond outdated accounting methods, organizations can unlock significant strategic and financial advantages.
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S Corporation Essentials: Stock & Loan Basis Reporting (2 hours)
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Online
2.0 Credits
Member Price: $89
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This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions. *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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How to Audit Expenses & Payables (2 hours)
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Online
2.0 Credits
Member Price: $89
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It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. 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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Partnership/LLC Taxation: Tax Basis Capital Accounts (2 hours)
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Online
2.0 Credits
Member Price: $89
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This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. 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 Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (4 hours)
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Online
4.0 Credits
Member Price: $159
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The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.
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Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit rvices, Including Bookkeeping and Preparing Financial Statements (4 hours)
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Online
4.0 Credits
Member Price: $149
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The majority of peer review deficiencies and malpractice claims result from nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns.
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