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One-hour, practical workshop taught by the operators, founders and auditors actually doing this work onchain.

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Past Recordings

Treasury Management

June 3, 2026

Proof of Liquidity and DEX Management

CEX market makers profit from your volatility, not your stability. Learn how to manage protocol-owned DEX liquidity with three playbooks covering up moves, token unlocks, and rangebound markets.

Protocol Wealth

Past Recordings

Accounting

April 29, 2026

Statement of Digital Assets (SoDA) reports

Your balance sheet has one line for crypto. SoDA gives you the full picture. Learn how to design and automate a Statement of Digital Assets, mapping wallets, assets, and roles.

Overland Blockchain Group

Past Recordings

DAO

March 18, 2026

Running DAO Governance & Operations

DAO governance isn't about voting, it's about who does the work. Learn how Balancer DAO restructured its operations, separated governance from execution, and built a compliant treasury framework.

MAXYZ

Past Recordings

Accounting

February 25, 2026

Accounting for Crypto Staking Revenue

Validators, delegators, blockchains, who is the customer? This workshop unpacks the technical accounting for staking revenue under ASC 606/IFRS 15, with journal entries, principal vs agent analysis, and a full case study.

TechAccountingPro

Past Recordings

Tools

January 14, 2026

Build Your Crypto Financial Dashboard using AI

Build a real-time dashboard that tracks your crypto and fiat balances across blockchains (L1s and L2s) and crypto exchange accounts, live in under an hour.

Everclear

Past Recordings

Accounting

December 11, 2025

Starting a Crypto Accounting Firm

Hash Basis has built a crypto-native accounting firm from the ground up, serving Web3 companies from seed to Series B. Get the exact playbook on positioning, onboarding, pricing, operations, and hiring

Hash Basis

Past Recordings

Audit

November 12, 2025

How to Provide Proof of Reserves Attestations

Every stablecoin, ETF and tokenized fund needs assets to back it. Learn how to perform Proof of Reserves attestations, from proof of control to Merkle tree verification.

The Network Firm

Moore

Past Recordings

Tools

October 29, 2025

Choosing the right web3 tech stack

Stop guessing which Web3 finance tools actually work. This workshop covers the complete crypto finance stack - accounting systems, invoicing, payroll, wallets, and more.

Detof

Breezing

Past Recordings

Tools

September 25, 2025

Beginner’s Guide to Onchain Analytics with Dune

Master onchain analytics with Dune. Learn to query blockchain data, monitor crypto treasuries, and use AI to write SQL.

Dune

Past Recordings

Tools

March 27, 2024

Using Crypto Corporate Cards

Learn how to use corporate cards to cover fiat expenses using your crypto treasury.

Rain

Past Recordings

Accounting

April 4, 2024

Setting up your Crypto Balance Sheet in Quickbooks & Xero

Learn the difference between setting up your chart of accounts by tokens vs by wallets and syncing data from a sub-ledger.

Breezing

Detof

Past Recordings

Tools

May 8, 2024

Managing Crypto Invoicing, Payroll & Expenses

Learn invoicing & payroll with stablecoins regardless of the blockchain, and sync the data into Quickbooks.

Request Finance

Consola Finance

Past Recordings

DAO

July 24, 2024

Launching & Managing a DAO through a Cayman Foundation

Learn everything from incorporation, governance, running operations & filing requirements of a DAO in the Cayman Islands

Harris & Trotter LLP

Horizons Global

Past Recordings

Accounting

February 1, 2024

Getting Hired as a Crypto CFO In 2024

Learn the foundational skills & knowledge to be hired as a crypto accountant & CFO in web3.

Cryptoworth

Hash Basis

What is the OCF Institute

Every workshop, live and on-demand.

  • Recordings, slides and templates for each session
  • Live Q&A with instructors and the OCF community
  • 1 CPE / CPD credit per workshop
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