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.
Spring Tax Update with Steve Dilley
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Online
8.0 Credits
Member Price: $239
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This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. 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 Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting
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Online
8.0 Credits
Member Price: $279
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As you rapidly gain experience in the auditing profession, the responsibilities of the staff accountant grow exponentially. Progressing from the base-line audit skills covered in Level 1 training that allow a new auditor to perform their roles, Level 2 training covers those skills that are required for experienced staff accountants who need to audit more complex and subjective areas, such as accounts receivable and investments, and to plan and appropriately perform sampling and analytical procedures. Redesigned to provide the relevant content to staff accountants when they need it, the Level 2 reviews the underlying accounting concepts of these often-complex areas and, through examples and exercises, discusses the relevant audit procedures required by professional standards. The course is designed to allow the staff auditor to capitalize on their prior experiences and apply them in new areas, as they continue their career advancement. IMPORTANT NOTE: This course takes place over two consecutive days. Registration for both days is required.
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Entertainment, Meals & Travel Expenses: Review and Update (2 hours)
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Online
2.0 Credits
Member Price: $89
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This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. 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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Tricks and Treats to Avoid Litigation (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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This session provides HR Professionals and leaders with scripts for handling employee relations situations with sensitivity, good judgment, and high confidence. Topics include balancing employee & employer rights, key concepts of effective employe relations, handling employee complaints, personality & attitude problems, addressing misconduct due to mental conditions.
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Topic 842: FASB's Lease Accounting Standard Update (2 hours)
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Online
2.0 Credits
Member Price: $89
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It's a whole new world for lessees under ASC topic 842. Soon nearly all leases will need to be disclosed as a liability on the balance sheet - from buildings right down to autos and copiers. Although the greatest impact will be on large entities, this will affect the financial statements of small and mid-size entities as well. This program will dive into the new standard on leases, effective dates, and address what you need to know now.
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Comprehensive Roth IRA Strategies Analysis 26-27 (2 hours)
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Online
2.0 Credits
Member Price: $99
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There is a lot of buzz and rules of thumb about Roth strategies, but very little discussion on what the fiduciary-level analysis methodology should be. This course will provide insights on creating and evaluating an analysis and recommendations with targeted vetting questions. Rules of thumb can sometimes be detrimental, causing families to pay much more in taxes over their lifetimes than necessary. A very significant portion of the population is prevented from executing a straight-forward Roth Contribution due to the income restrictions. What was once a risky way to thwart that rule has now become accepted, and many clients can benefit. These contributions should typically take precedence to saving to a brokerage/taxable account, but there are some steps that need to be addressed to prevent unwanted taxation. In addition, you'll learn about the mega-backdoor Roth. SECURE 2.0 includes many new rules, and some of them address Roth IRA/401k. We'll cover these and how they can help your clients.
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Monthly Federal Tax Updates - January 2027 (2 hours)
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Online
2.0 Credits
Member Price: $89
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Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. 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 – Strategic Cash Management (2 hours)
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Online
2.0 Credits
Member Price: $89
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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.
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Preparing Financial Statements for Clients 26-27 (4 hours)
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Online
4.0 Credits
Member Price: $175
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This course provides an overview of standards for preparation services, accountants' risks, and strategies to minimize risks. The course objective is to furnish current guidance and examples from the AICPA's professional standards for financial statement preparation so that you can apply these to reduce the risk of material misstatements caused by fraud or by error. In addition, this course covers the AICPA's guidance about professional judgments when providing preparation engagements. Together with the four-hour course "Start-up and Small-Business Financial Statements: Issues and Fraud," these two courses meet the eight-hour accounting CPE requirement for accountants that prepare financial statements for clients but do not perform client audits, reviews or compilations.
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State and Federal Ethics Considerations 26-27 (4 hours)
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Online
4.0 Credits
Member Price: $175
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Discover recent developments in tax return preparation and representation. Learn the rules of professional conduct set forth by the IRS, AICPA and state tax agencies. Review rules and regulations that govern tax practice for both federal and state purposes. Examine the rules of practice before the IRS (Treasury Dept. Circular 230). Explore current developments related to tax practice. Consider how ethical principles, such as conflicts of interest, apply to partnerships and other flow-through entities. Determine how various states regulate tax practice, including a discussion on malpractice. Tackle real-world scenarios affecting your practice. Understand how the accountant-client privilege applies in your practice.
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The Single Audit from Beginning to End Update
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Online
8.0 Credits
Member Price: $250
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This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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AI Prompt Engineering Masterclass for Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. 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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Corporate Finance Technology Selection: Practical Frameworks (1 hour)
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Online
1.0 Credits
Member Price: $55
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Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs, and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. 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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Analyzing Financial Statements (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. 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 Many Faces of Fraud (2 hours)
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Online
2.0 Credits
Member Price: $89
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What does fraud look like? It depends. What may appear to be an indicator of fraud in one client’s operation could be normal in another, making it critical to understand your client and the transactions you expect to see. Look for what should be present but isn’t—and for what is present but shouldn’t be. This course emphasizes the importance of professional skepticism, which has no on/off switch—it must be applied continuously. As auditors, our role is to independently verify, yet too often we rely on client representations without sufficient validation, increasing the risk of missing fraud. Many auditors recognize, in hindsight, that they have encountered fraud indicators but failed to identify them at the time. This session will provide you with the tools to recognize those indicators and strengthen your ability to detect fraud—so you are better prepared for what you may find. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Building Personal Leadership Skills (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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People skills are the most significant skills that professionals need to develop and yet are often the last skills perfected. This course will help participants understand personality types and the successful interactions with clients, peers and family. In addition, participants will learn Neuro-linguistic programming and develop the ability to better understand nonverbal language, which is key to communication. Participants will also learn techniques to enhance memory and to improve the ability to recall key facts.
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World-Class Cost Accounting: A Practical Application Part 1 (4 hours)
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Online
4.0 Credits
Member Price: $149
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Gain an invaluable skill set to advance your career by learning how to design and apply a comprehensive cost accounting system modeled on a real company. This course shows you how to precisely identify all direct and indirect manufacturing costs for each product, link direct costs to their base drivers, and recognize fluctuating variable and semi-fixed costs that are actually direct in nature. You’ll also learn how to trace certain fixed costs to products, distinguish which fixed costs are directly assignable, and apply budgeting techniques to establish accurate standard costs. It's highly recommended to take Part 1 before Part 2 as several foundational principles in Part 1 carry forward throughout Part 2.
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S Corporation (Form 1120S) – Formation to Liquidation
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Online
8.0 Credits
Member Price: $300
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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. *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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Ethics: Giving Thanks - How to Master the Art of Gratitude (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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How grateful are you? In this critically important webinar, we will explore exactly what gratitude is and why it is a crucial component of your work as a CPA. Even if you believe you're already a deeply grateful person, you'll still learn some new strategies for expressing gratitude effectively. Forbes Contributor Bruce Weinstein, The Ethics Guy, will show you how to use LinkedIn in a novel way to say "thank you." You'll also find better and worse ways of letting clients, team members, family members and friends know that you care about them. You'll understand why gratitude is a matter of ethics and not merely etiquette. Finally, you'll discover how to use questions about gratitude in job interviews and performance reviews. Why not hire and promote people who are not only knowledgeable and skilled but also grateful? You will be thankful for having taken this valuable webinar! 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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Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations (4 hours)
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Online
4.0 Credits
Member Price: $139
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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