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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Safety Synergy: Uniting Elements for a Secure Workplace (1.2 hours) [NT]
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Online
1.2 Credits
Member Price: $39
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Creating a culture of safety in a workplace requires attention in many different areas. We will bring these areas into focus and provide attendees with information on how to make their individual workplaces safer for everyone.
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Revenue Recognition - Topic 606 Disclosures (1.2 hours)
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Online
1.2 Credits
Member Price: $39
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The standard also requires information about the following categories: disaggregation of revenue contract balances performance obligations This webinar will deal directly with disclosure requirements for the standard. Several courses currently exist on the platform related to an overview of the standard and deep dive into individual steps of the standards.
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Third Party Verification (Comfort) Requests- What Are Options for ding and How to Determine Which Professional Standards to Apply? (2 hours)
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Online
2.0 Credits
Member Price: $89
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Frequently, third parties may request certain financial and nonfinancial information to be verified by the external accountant (often referred to as ";comfort letters"). This course will provide insight into how to respond to requests for comfort in a way that will minimize professional liability risk.
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HR Investigations – Episode 2 – Interview Techniques (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for interviewing to gather accurate information, such as creating and asking open ended questions, effective listening, and understanding verbal and non-verbal communication. Attendees will end the session with takeaways to immediately implement in future HR investigations. Two of three Episodes in the series.
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Measuring Audit Risks (3 hours)
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Online
3.0 Credits
Member Price: $109
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SAS 122, AU 240 requires that auditors determine if there is a significant risk that the financial statements are materially misstated due to either error of fraud. This presentation is an overview of how to determine if there is a significant risk of a material risk; whether it is due to error or fraud; and what to do in designing your audit program to address such risk. It’s important to know that without documentation as to such determination, an auditor has no basis for performing any specific audit procedure and thus would be performing a substandard audit. The standards require that each procedure be designed to decrease the possibility of a material misstatement. This program is an overview of how an auditor determines if there is a risk of a material misstatement; how document such determination; and how to address the risk if it is due to error vs fraud, because there is a big difference. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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The Essential A&A Update with Renee Rampulla (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course is essential and designed to assist those who need to remain up to date on recently issued and effective guidance impacting the accounting and auditing of private companies. Learn about the accounting requirements involving crypto assets, income taxes, joint ventures, governmental grants, interim reporting, and hedging. Understand the American Institute of Certified Public Accountants' (AICPA) recently issued Statements on Auditing Standards (SASs) and Statements on Standards for Accounting and Review Services (SSARSs).
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Complete Guide to Analyze Data with Excel PivotTables (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions. The program includes a step-by-step approach to creating and customizing PivotTables, focusing on how to use them to analyze data efficiently. Participants will learn how to group and filter data, identify trends, and apply advanced features to solve real-world business challenges. Beyond technical knowledge, this course introduces data visualization through PivotCharts, teaching participants how to present their analysis effectively to stakeholders. By the end of the course, you'll not only master PivotTable fundamentals but also gain advanced techniques to streamline data analysis and support strategic decision-making in any context. 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, Tax Practice & Understanding Circular 230 (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that promote compliance with ethical guidelines, equipping tax practitioners to navigate complex ethical dilemmas confidently. Real-world scenarios will be used to demonstrate the application of ethical principles in tax preparation and representation. 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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Navigating Digital Asset Compliance and Enforcement (2 hours)
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Online
2.0 Credits
Member Price: $89
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Digital assets have moved from the fringes of tax administration into the core of IRS compliance and enforcement strategy. Practitioners today face a rapidly evolving landscape in which cryptocurrency transactions, digital wallets, exchanges, and blockchain activity present both unprecedented transparency and significant visibility gaps. This course provides a practitioner-level examination of how the IRS approaches digital asset compliance, where enforcement efforts are focused, and where reporting blind spots still exist. Drawing on firsthand experience inside the IRS, Trish Turner, former Head of Digital Assets at the Internal Revenue Service and now with CryptoTaxGirl, explains how digital asset data is identified, analyzed, and used in examinations, collections, and criminal investigations. Participants will explore how the IRS obtains digital asset information, including exchange reporting, summons activity, blockchain analytics, and third-party data sources. The course also addresses common compliance failures seen in audits, the practical limitations of current reporting regimes, and how visibility gaps affect risk assessment for both taxpayers and practitioners. Emphasis is placed on practical takeaways for tax professionals advising clients with digital asset exposure, including how to identify red flags, assess compliance risk, respond to IRS inquiries, and navigate evolving reporting obligations. This course is designed to help practitioners move beyond surface-level crypto rules and understand how enforcement actually works in practice. 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 Key Partnership and S Corporation Tax Planning Strategies (4 hours)
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Online
4.0 Credits
Member Price: $159
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Many of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.
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Fraud and Financial Distortion: What May Be Hiding Behind the Numbers (2 hours)
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Online
2.0 Credits
Member Price: $89
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Financial statements are intended to communicate the financial condition of an organization, but the numbers themselves are only a translation of underlying business operations. When financial professionals focus solely on the accounting presentation without understanding the operational realities behind those numbers, significant risks, distortions, or even fraud can go undetected. This course explores how CPAs, auditors, controllers, and financial analysts can apply operational thinking when reviewing financial information. Participants will learn how to translate financial results back into operational language and evaluate whether a business model is plausible. Through practical examples and real-world case studies, the program highlights warning signs that may indicate financial distortion or misrepresentation. The session equips participants with practical questions and analytical tools to help identify what may be hiding behind seemingly reasonable financial statements.
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Google Gemini AI 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 Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables, and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence. 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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Mastering Partnership Basis: Inside and Outside Basis (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. 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 Role of Internal Control in the Risk-Based Audit (4 hours)
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Online
4.0 Credits
Member Price: $149
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This program explores the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. We offer practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers, with particular emphasis on internal controls of small-to-medium clients.
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Accounting for the Gig Economy (2 hours)
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Online
2.0 Credits
Member Price: $89
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Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. 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: How to Give and Receive Criticism the Right Way (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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How well do you accept criticism? How might it enrich your business - and you - if you did a better job of it? This distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It's even better to welcome criticism. It's also a good idea to learn how to give criticism the right way. A related topic is the art of giving and receiving apologies, and we'll do a deep dive into this area as well. You'll leave with clear guidelines for how to criticize others, accept criticism from them, give meaningful apologies, and accept apologies with grace and ethical intelligence. The result will be a stronger CPA practice and a better you. 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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Client Advisory Services Risk Management for CPAs 2026 (1 hour) [NT]
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Online
1.0 Credits
Client advisory services offer CPAs an opportunity to strengthen client relationships and provide broader business guidance. As firms expand these services, clear communication about roles, responsibilities, expectations, and boundaries becomes increasingly important. This presentation will explore common risk management considerations that arise when providing advisory and related services. Participants will learn how thoughtful planning, documentation, and client communication can help reduce misunderstandings and support effective client service. The session is designed to help CPAs provide valuable advisory services while managing professional liability exposure and maintaining appropriate professional boundaries.
HR Investigations – Episode 3 – Gathering-Analyzing-Reporting (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for gathering and analyzing evidence and reporting the investigation results. Attendees will end the session with takeaways to immediately implement in future HR investigations. Three of three Episodes in the series.
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The Controllership Series: The Controller's Role in Artificial Intelligence (1.4 hours)
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Online
1.4 Credits
Member Price: $39
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Here's a more detailed look at the controller's role in AI: 1. Data Integrity and Quality: • Controllers are responsible for ensuring the quality and integrity of data used to train and inform AI models. • They work to establish data governance frameworks, implement data quality initiatives, and ensure data lineage (tracking data from source to downstream systems). 2. Risk Management: • Controllers assess potential risks associated with AI implementation, including inaccuracies, vulnerabilities, and ethical considerations. • They help define and implement risk management frameworks for AI, ensuring that AI systems are used responsibly and ethically. 3. Compliance: • Controllers stay informed about relevant regulations and ensure AI systems are compliant with those regulations. • They monitor AI systems to ensure they are not violating any laws or policies. 4. Transparency and Auditability: • Controllers work to ensure that AI decisions are transparent and auditable. • They establish processes to review AI decisions and identify potential biases or errors. 5. Collaboration and Training: • Controllers work with IT and business teams to understand AI's capabilities and limitations. • They provide training to teams on how to use and manage AI tools effectively. 6. Value Creation: • Controllers can leverage AI to identify areas for automation, improve efficiency, and gain real-time insights into financial operations. • They can use AI to make more informed decisions and create more strategic recommendations for action. 7. Emerging Role: • The role of the controller is evolving with the rise of AI, with controllers becoming more hands-on throughout the implementation process. • They are increasingly seen as catalysts for AI-enabled transformation, helping to identify potential use cases and build confidence in the technology This course will explore many of these topics.
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Mastering the Excel Lookup Functions (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.