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.
Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
The role of today's financial leader, including CFO, transcends traditional financial stewardship; it demands agility, innovation, crisis management, and strategic foresight. This seminar will discuss the new, multifaceted skills and insights needed to excel in the dynamic role of modern finance. Through a blend of theory, research, and practical exercises, participants will explore the diverse roles of a CFO as innovation champions, technology evangelists, crisis managers, and change agents - leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will discuss the essential tools and insights to navigate the newer demands of financial managers with confidence and competence.
More Dates
2026/27 Single Audit Update (1 hour)
Online
1.0 Credits
Member Price: $39
See more dates
Stay current on significant developments affecting Single Audits with this focused update on recent regulatory and professional guidance. This course reviews the 2024 Uniform Guidance overhaul, including the increase in the Single Audit threshold to $1 million and other changes impacting audit planning and execution. The course also examines Appendix B of the 2025 GAS/Single Audit Guide issued by the AICPA, highlighting updates that affect audit efficiency and compliance considerations. In addition, participants will receive updates on recent guidance issued through Office of Management and Budget (OMB) memoranda, as well as reporting-related changes, including the transition from the Federal Audit Clearinghouse's prior systems to SAM.gov-based reporting. This course is designed to help auditors understand how these developments affect Single Audit requirements and what to watch for as expectations continue to evolve.
More Dates
How to Audit Prepaid Expenses (2 hours)
Online
2.0 Credits
Member Price: $89
See more dates
Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions and common risks and threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy and reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools and confidence needed to navigate prepaid expense audits with proficiency. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
More Dates
Internal Control Best Practices (2 hours)
Online
2.0 Credits
Member Price: $89
See more dates
Whether your organization is developing a new control framework or seeking to strengthen its current controls, practical development and implementation is critical. This course will review the intersectionality of controls and provide real-world examples and best practices from people to technology and process. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
More Dates
Ultimate Small Business HR Guide: Essential Tips for Success (1 hour) [NT]
Online
1.0 Credits
Member Price: $39
See more dates
As a small business owner or manager, navigating the complexities of HR can be challenging, but it's crucial for your company's success. This comprehensive webinar will provide you with practical, informative, and encouraging tips to help you build a strong HR foundation for your small business. From recruitment strategies to employee retention, legal compliance to company culture, we'll cover all the essential aspects of HR that will contribute to your business's growth. Let's create a thriving workplace where both your business and your employees can flourish.
More Dates
Ethical Leadership: Guiding Principles When Others Falter (2 hours) [NT]
Online
2.0 Credits
Member Price: $89
See more dates
This is a compelling course designed to strengthen the ethical foundations of experienced accountants in leadership roles. This course delves into the challenges and responsibilities of maintaining high ethical standards in complex and pressure-filled business environments. Participants will explore key concepts of ethical decision- making, the impact of leadership on organizational integrity, and strategies for fostering an ethical culture even when external behaviors fall short of these standards. Through engaging lectures, dynamic discussions, and real-world scenarios, this course equips leaders with the skills necessary to act as ethical pillars within their organizations, ensuring their actions influence positive change and uphold the highest standards of professional conduct.
More Dates
Contract and Procurement Fraud (2 hours)
Online
2.0 Credits
Member Price: $89
See more dates
This session will focus on the most common types of fraud in the procurement and contracting arena, with a focus on fraud in construction. The session will examine fraud vulnerabilities in the four key phases of the procurement process: Presolicitation. Negotiation. Performance. Closeout and Claims. Within each phase, “red flags” will be discussed. These are the indicia of possible fraud that managers should be alert for. Also, within each phase, the most common fraud schemes will be highlighted and discussed. Finally, the session will describe the generally accepted safeguards or controls that should be established to prevent the various fraud schemes that can occur. This part of the program will make extensive use of actual fraud case studies designed to demonstrate fraud risks and fraud detection strategies. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
More Dates
World-Class Cost Accounting: A Practical Application Part 1 (4 hours)
Online
4.0 Credits
Member Price: $149
See more dates
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.
More Dates
Five Ways to Improve Your Leadership Skills (1 hour) [NT]
Online
1.0 Credits
Member Price: $39
See more dates
This course provides practical suggestions for improving leadership skills, including self-awareness, communication, delegation, empowerment, coaching, and counseling.
More Dates
What's Going on at the FASB (2026/27) (2 hours)
Online
2.0 Credits
Member Price: $89
See more dates
This course provides an efficient update on recent and upcoming accounting standard-setting activity issued by the Financial Accounting Standards Board. The course focuses on Accounting Standards Updates (ASUs) effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations. Participants will also review issued ASUs with future effective dates, along with high-level insights into recent exposure drafts. Emphasis is placed on understanding timing, scope, and areas of change that may affect financial reporting and implementation planning. Designed as a practical update for preparers, auditors, and financial professionals, this course helps participants stay current on FASB activity and better anticipate the impact of evolving accounting standards.
More Dates
Navigating Mergers & Acquisitions with AI: The Future of Deals (4 hours) [NT]
Online
4.0 Credits
Member Price: $149
See more dates
Mergers and acquisitions can be complex, risky, and filled with unexpected challenges—but they don’t have to be overwhelming. This course provides a clear and practical overview of the M&A process, helping professionals understand the critical stages of evaluating opportunities, structuring deals, conducting due diligence, and navigating post-transaction integration. Participants will learn practical techniques that help organizations avoid the common traps that derail many transactions while improving the likelihood of successful outcomes. The session also explores how emerging AI tools are beginning to enhance deal analysis, uncover deeper insights, and support better decision-making throughout the M&A process.
More Dates
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
Online
8.0 Credits
Member Price: $300
See more dates
This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s and how it affects the basis calculations. **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 kori.herrera@acpen.com
More Dates
Ethics in Communicating & Reporting (1 hour) [NT]
Online
1.0 Credits
Member Price: $39
See more dates
This course on ethics in communication and reporting covers essential topics to ensure integrity and professionalism in our interactions. We begin with the fundamentals of ethical communication, emphasizing the importance of honesty, transparency, and respect. We then explore four must-have communication skills crucial for effective and ethical exchanges. The session also provides practical application steps on how to improve these ethical communication skills in daily practice. Finally, we discuss the problems associated with unethical behavior in reporting and communication, highlighting the potential consequences and the importance of maintaining ethical standards to build trust and credibility.
More Dates
Getting the Most When Selling a Business: Little Details to Get Top Value (2 hours)
Online
2.0 Credits
Member Price: $89
See more dates
Every business will be sold eventually. When you have built a great business and decide to move on – you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers, and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time.
More Dates
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers (2.2 hours) 1 Tech & 1.2 [NT]
Online
2.2 Credits
Member Price: $89
See more dates
"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs, and Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial and strategic management, offering a blend of theoretical insights and practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis, and more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making, and foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.
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.
More Dates
Audit Risk Assessment in Plain English (2 hours)
Online
2.0 Credits
Member Price: $89
See more dates
Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA’s clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity’s environment, the entity’s internal controls, and assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples and language.
More Dates
Fraud Risk Management (2 hours)
Online
2.0 Credits
Member Price: $89
See more dates
The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023). It has quickly gained acceptance as the set of best practices for preventing, detecting, and thus deterring fraud. The fraud landscape is constantly changing and evolving. The FRMG sets out a rigorous set of principles and leading practices for managing fraud risk for forward-thinking organizations to follow. It covers: How to establish fraud risk management governance. How to conduct rigorous fraud risk assessments. How to design and implement fraud control activities. How to establish reporting mechanisms and investigative procedures. How to monitor the overall fraud risk management program. Fraud risk can be managed. All anti-fraud and accountability professionals will benefit from this session's focus on effective fraud risk management. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
More Dates
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls (2 hours)
Online
2.0 Credits
Member Price: $89
See more dates
In today’s business world, there is a war for talent and organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward and recruit. The GAAP and tax accounting for equity compensation plans is not static and decisions that you make during plan set-up can have major consequences to your organization’s bottom line and your management team’s personal tax situations. We will review nuances and details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis and detailed accounting for these plans - this session will help you understand the issues and get it right the first time.
More Dates
Independence Requirements for CAAS Engagements (2 hours)
Online
2.0 Credits
Member Price: $89
See more dates
Understanding independence is essential for CPAs providing Client Advisory and Accounting Services (CAAS) to attest clients. This course provides a comprehensive overview of the AICPA Code of Professional Conduct, focusing on the guidelines for maintaining independence while delivering CAAS. We'll review the overall independence process and its application to CAAS engagements, followed by an in-depth exploration of specific services, including reconciliations, accounting standard implementation, information system services, bookkeeping, hosting, and payroll services. Attendees will gain clarity on what services are permissible and how to navigate potential independence issues to remain compliant and uphold professional standards. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
More Dates