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.
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Architecture of Persuasion: Ethos, Logos, and Pathos (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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Persuasive communication follows a structure that has endured for centuries. In this 1-CPE session (Professional Development), participants explore the Aristotelian framework of Ethos, Logos, and Pathos and examine how credibility, logic, and emotional resonance function together in professional messaging. Drawing from course examples comparing historical and corporate speeches, participants analyze how different persuasive appeals influence audience response. The session also introduces the concept of emotional dynamics and volatility in presentations, based on research discussed in the course materials. Participants will evaluate how variation in tone and emotional movement increases engagement and how to apply this strategically in professional settings. The emphasis is on designing communication deliberately - balancing credibility, reasoning, and appropriate emotional appeal. 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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Managing Generational and Cultural Variances (1.6 hours) [NT]
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Online
1.6 Credits
Member Price: $79
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Whether you have held a management position for several years, or are just transitioning to a role which requires you to manage other individuals, you will find that becoming and remaining a good manager is often an art rather than just a technical skill! This segment flows nicely with the segment on Managing Traits and Skills. This segment will focus on the dynamics of managing in a world full of several generations in the workforce as well as cultures.
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Internal Audit in The Future (2 hours)
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Online
2.0 Credits
Member Price: $99
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As organizations face accelerating change—AI adoption, cyber threats, regulatory expansion,ESG scrutiny, geopolitical instability—the role of internal audit is evolving rapidly. The future of internal audit is not about doing more audits. It’s about delivering forward-looking insight, strategic alignment, and intelligent risk coverage. Organizations, their environments and ways of working have evolved rapidly and in ways that had not been previously envision. IA must look within to determine how to stay relevant and add value in this changing and emerging environment.
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Surgent's Lessons Learned from Successful Companies (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, research shows that corporate success often hinges on whether a company is value driven. Such companies have core ideologies that drive almost every major decision. In this course, we look at empirical data on why some companies succeed while others fail. By looking at companies that were created prior to 1950 (e.g., Disney, Marriott, or 3M), we can understand why certain organizations have been able to grow and achieve exceptional success through many different eras in the American economy. The lessons learned from these visionary companies can be broadly applied to organizations of all sizes, including accounting and financial service firms.
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Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Go in-depth to understand the three main components of self-funded plans: Stop Loss, Third Party Administrators (TPA), and Pharmacy Benefit Managers (PBM). This section will review both Specific and Aggregate Stop Loss as a concept while also providing in-depth knowledge of contract terms and risk management. It will discuss the key components of a TPAs/PBMS and show examples of admin agreements. The instructor will also use real world examples to show how to avoid common pitfalls and use cost savings tools to ensure that waste, fraud, and abuse are eliminated from your plan structures. The end of this unit will also introduce point solutions and how they can be used to ensure peak plan performance and claims savings.
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Claude Cowork in Practice: Advanced Workflow for Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of advanced, real-world applications of Claude Cowork, focusing on how accountants can operationalize agentic AI within complex financial workflows. Moving beyond foundational concepts, this session explores how AI plugins, structured workflows, and integrated data environments elevate Cowork from a capable assistant into a specialized accounting partner. Participants will examine high-impact use cases such as variance analysis, invoice automation, and board-level reporting, while learning how to embed domain intelligence through the Finance Plugin and firm-specific customization. A central theme of the course is the application of the Sparring Partner Protocol, enabling accountants to rigorously validate, challenge, and enhance AI-generated outputs. The session emphasizes that while AI can execute 70-80% of the work, professional judgment, verification, and strategic interpretation remain essential. 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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Metrics Management – Linking Strategy to Performance (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement, and execution. Participants will explore why there is no "perfect" metric, how strategy fails due to weak measurement, and how financial and non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy, and organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points and keep things entertaining.
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Surgent's Make Resilience Work for You - An Accounting Leader’s Guide to a Holistic Approach for Managing Teams (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Resilience training was originally developed to strengthen individuals in high-risk groups like law enforcement, firefighters, and the military. This course also speaks to accounting and finance experts in a very challenging discipline. Resilience training is based on the intriguing assumption that resilience can be learned. A resilience leader possesses mental toughness, competence, and confidence. A confident accounting or finance person makes better decisions and thinks in deliberate ways to meet adversity and pressure. Resilience is the ability to exercise tenacity, bounce back from tough times, or even triumph in the face of adversity. Today's accounting professionals will experience challenges but are able to reframe then as learning opportunities. Resilient accounting and finance professionals push their limits, learn from their mistakes, and are able to transform an organization and themselves.
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Surgent's Tax Update for Retirement Planners and Investment Advisors (2 hours)
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Online
2.0 Credits
Member Price: $119
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The regulatory world is complex for advisors. Not only are you subject to SEC and FINRA regulations, but what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing, insurance, and taxes. It is not enough to just know the Code sections or the final rules affecting them. Your clients want to know how changes and updates affect their financial well-being.
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Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure "equality of opportunity" and "economic self-sufficiency" for individuals with disabilities. Yet both laws have proven challenging for employers. These laws are complex with rules that can be confusing and often misunderstood. This webinar is designed to provide information, guidelines, and examples of the key concepts under both laws.
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Impact of GASB Activities on State and Local Government (3 hours)
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Online
3.0 Credits
Member Price: $109
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Recently issued GASB standards deep diveIf you are an accountant or finance professional working in the state and local government space or an auditor with state and local government clients, you're aware that to succeed at your job and to uphold the public trust, you need a solid understanding of governmental accounting and reporting. This course will walk you through GASB standards and look to the future by exploring current GASB projects.Implementing your new knowledgeRealistic case studies help you apply the knowledge you gain so you are better prepared to implement these standards. Standards covered in these case studies include the following: GASB Statement No. 103, *Financial Reporting Model Improvements* GASB Statement No. 104, *Disclosure of Certain Capital Assets*
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Written Information Security Plans (1 hour)
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Online
1.0 Credits
Member Price: $39
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This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implementation. Starting with the 2024 PTIN renewal season, all PTIN holders must certify they have a WISP and have trained employees, staff, and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliance is enforced through Circular 230, AICPA Statements of Standards, and Federal Trade Commission (FTC) regulations. Attendees will gain practical guidance on writing an effective WISP and ensuring compliance with due diligence standards for data security.
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Mastering Form 7217: A Guide to Partnership Property Distribution (1 hour)
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Online
1.0 Credits
Member Price: $39
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This program will address the complex rules for partnership distribution of property with a focus on liquidation of a partner’s interest, Section 751, and how to complete the Form 7217. OBBBA of 2025 update for property distributions is included. *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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Surgent’s Tax Policy Hour With Ken Kies (1 hour)
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Online
1.0 Credits
Member Price: $79
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This program features renowned tax attorney Ken Kies, who has extensive experience in both government and private practice. Drawing on firsthand experience working with the U.S. Treasury Department and as Acting Chief Counsel of the IRS, plus his years advising clients and practitioners in private practice, he provides a unique perspective on how tax legislation, Treasury regulations, IRS guidance, and tax policy translate into practical planning opportunities. Ken's program examines significant current tax developments and their implications for individuals, businesses, and their advisors. Particular attention will be given to emerging tax policy, recent legislative changes, IRS and Treasury guidance, and planning strategies that practitioners should consider in advising clients. Rather than simply reviewing the law, the program focuses on what the changes mean in practice, including how tax professionals can identify opportunities, anticipate potential developments, and incorporate new rules into their tax planning and compliance practices. Participants will benefit from the speaker's insider perspective on the development and administration of federal tax policy, combined with practical insights gained from representing taxpayers and advising businesses. This program provides an experienced insider's perspective on why the tax rules look the way they do, how Treasury and the IRS are likely to interpret them, and what practitioners should be doing about them now.
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2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance (2 hours)
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Online
2.0 Credits
Member Price: $89
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This comprehensive course provides a focused update on key auditing developments affecting governmental and Single Audit engagements. The course integrates recent changes to the Yellow Book issued by the U.S. Government Accountability Office with major updates to Uniform Guidance and related Single Audit requirements. Participants will begin with an overview of significant revisions to the 2024 Yellow Book, including changes related to quality management, key audit roles, and effective dates. The course also addresses the GAO's implementation delay and its implications for audit planning, along with recent updates to the Green Book that may affect internal control considerations for governmental entities and Single Audits. The course then shifts to recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and guidance issued through the Office of Management and Budget (OMB). Reporting-related changes, including the transition to SAM.gov-based reporting, are also discussed. Designed for auditors working with governmental entities and federal awards, this course helps participants understand how recent auditing and compliance changes intersect-and what to monitor as expectations continue to evolve. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Surgent's Income Tax Reporting for Estates and Trusts (Form 1041): A Practical Guide (2 hours)
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Online
2.0 Credits
Member Price: $99
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Many clients use trusts as part of lifetime planning, and most estates generate income during administration. These entities follow income tax rules that differ in important ways from individual taxpayers, particularly in how income, deductions, and distributions are reported. Understanding these distinctions allows practitioners to prepare accurate fiduciary returns and to advise clients on the tax impact of administration and distribution decisions. This course introduces the structure of the fiduciary income tax return and the concepts that drive how income is taxed to the entity or passed through to beneficiaries.
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Introduction to Amplified Management Practice (AMP) (2.5 hours) [NT]
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Online
2.5 Credits
Member Price: $99
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Introduction to Amplified Management Practice (AMP) is a high-impact, 120-minute crash course designed for leaders tired of juggling chaos, burnout, and broken systems. Whether you're an HR professional, executive, or manager, this session equips you with a practical, repeatable framework to lead with clarity, align your team with purpose, and build momentum without losing your mind, through the core AMP mindsets—Respect, Curiosity, Transparency, and Stewardship—and its three pillars—Vitalizing, Conducting, and Reinforcing—you’ll learn how to connect customer needs, strategy, and operations while inspiring innovation and meaningful change. Perfect for busy professionals, this course delivers quick wins and lasting impact, helping you lead smarter, not harder.
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10 Best Practices in QBO (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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Use QuickBooks Online more effectively! You'll learn how to avoid (and fix) common mistakes in QBO bank feeds, how to properly classify transactions, and best practices for recordkeeping. After working with hundreds of business owners and bookkeeping professionals, Alicia has seen all kinds of crazy bookkeeping. She's managed to distill those bad habits down into the top 10 mistakes people make in QuickBooks Online. She wants to make sure you don't make them, too! This hour and a half long course highlights the Top 10 best practices that you'll want to get right, saving yourself wasted time and money. We'll start with words of wisdom about setting up your account, and dialing in your chart of accounts and products & services. Then we'll look at recordkeeping, from receipts to understanding what qualifies as a tax-deductible expense. We'll finish up by taking a look at some of QBO's "quirks" so you know proper use of the software. It's important to implement these best practices right at the beginning of your QuickBooks file. It's a lot more expensive and time consuming to fix a file than it is to get trained to do it right in the first place! 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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ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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ProActive Response Group's Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active shooter event, and how to use basic medical equipment to save the lives of victims. *****(Warning: This video contains simulated graphic scenes that some viewers may find disturbing)*****
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Metrics Management – Selecting the Right KPIs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Choosing the wrong metrics can create noise, confusion, and unintended behavior. This session helps CPAs and CFOs identify and select meaningful KPIs that align with strategy and are understood by users. Participants will learn how to balance financial and operational metrics, tailor KPIs to responsibility centers, and think like customers when designing performance measures. The session emphasizes simplicity, relevance, and usability over volume and complexity. Humorous videos will be incorporated to drive home some key points and keep things entertaining