CPE + Events Catalog
Oregon & Washington Ethics 2024 (4 hours - morning) – Webcast
-
Online
4.0 Credits
Member Price: $185
Award winning discussion leader Mark Hugh helps you meet the ethics requirements of two states, while learning about recent changes at the national and state level. This four-hour class satisfies the Oregon general ethics requirement and is approved by the Washington Board of Accountancy as meeting its four-hour ethics requirement.
Best Practices in Not-for-Profit Accounting and Reporting (4 hours - afternoon) – Webcast
-
Online
4.0 Credits
Member Price: $195
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
Common Yellow Book & Single Audit Deficiencies (4 hours - morning) – Webcast Replay
-
Online
4.0 Credits
Member Price: $195
Yellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We'll focus on the requirements of Yellow Book independence, CPE, and reporting. We will also review deficiencies related to internal controls over compliance, compliance testing, and major program determination for Single Audits. We'll close the course with a look at the deficiencies often identified in COVID-related funds. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
Expense vs. Capitalize: Getting It Right for Taxes – Webcast
-
Online
8.0 Credits
Member Price: $315
Learn when an expenditure for tangible property is deductible or capitalized for tax purposes. This course provides details of the rules relating to the treatment of amounts paid to acquire, produce, repair, or improve tangible property. In addition, learn the rules for depreciation recovery under Section 168 of the Internal Revenue Code associated with capitalized tangible property. The capitalization provisions provide objective standards and rules, and numerous examples intended to simplify compliance with the expense and capitalization rules contained in Sections 162 and 263(a) of the Internal Revenue Code, and the Treasury Regulations thereunder.
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas – Webcast
-
Online
8.0 Credits
Member Price: $315
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments. NOTE: This course qualifies for IRS CE (PTIN) credit. To receive IRS CE credit, please email your PTIN to profdev@orcpa.org at the end of the course. Surgent will report credit at the end of each quarter.If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email profdev@orcpa.org.
Introduction to Yellow Book: 8-Credit Boot Camp – Webcast Replay
-
Online
8.0 Credits
Member Price: $310
This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits.This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
Metrics Management: Choose and Use Key Performance Indicators – Webcast
-
Online
8.0 Credits
Member Price: $310
Financial managers have long struggled to drive results through their financial planning and control processes. This seminar shows how to build a performance management framework, linking the company's high-level strategic objectives to performance metrics at the individual responsibility center level. The results will be an easier to use financial planning process that produces better projections and better control. Learn how to move the dials on every executive's dashboard.
Real Estate Conference – Beaverton
-
Beaverton
8.0 Credits
Member Price: $310
Learn about critical issues and current developments in real estate accounting, development, financing, and taxation.CLE-OR: Pending ApprovalThank you to the 2024 Gold Sponsor of the Real Estate Conference Wealth Investment Services, LLC.
Real Estate Conference – Webcast
-
Online
8.0 Credits
Member Price: $310
Learn about critical issues and current developments in real estate accounting, development, financing, and taxation.CLE-OR: Pending ApprovalThank you to the 2024 Gold Sponsor of the Real Estate Conference Wealth Investment Services, LLC.
ChatGPT for Tax: A Quick Guide to Successful Tax Research (1 hour - morning) – Webcast
-
Online
1.0 Credits
Member Price: $70
ChatGPT has passed the Bar Exam and aced graduate-level tests at the best business school in the U.S. How can it help you? And what shortcomings do you need to know about?
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (2 hours - afternoon) – Webcast
-
Online
2.0 Credits
Member Price: $125
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who receive stock options are often unaware of their inherent risks. Research has shown that over 75% of employees have never exercised their stock options. Almost half of these individuals (48%), say they held off on selling their options due to fear of making a mistake. This course provides accounting and financial professionals with a broad overview of employee stock options. The program is designed to help participants better understand the fundamentals behind these investments and in turn, better advise their clients.
Audits of State and Local Governments / Governmental Accounting and Financial Reporting Standards – Beaverton
-
Beaverton
8.0 Credits
Member Price: $310
Completion of this course will assist practitioners in fulfilling the requirements for admission to the Oregon Municipal Roster, in addition to being a resource for training on governmental accounting and auditing. This program is offered once a year. Plan early to meet your requirement! This course may be appropriate to meet the biennial CPE requirements to continue on the Municipal Roster. The course will use the AICPA Audit and Accounting Guide for State and Local Governments as the source material. Participants will be expected to have a copy of the guide to use during the training. While not required, it will be helpful for participants to have reviewed the layout and topics included in the guide. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
Audits of State and Local Governments / Governmental Accounting and Financial Reporting Standards – Webcast
-
Online
8.0 Credits
Member Price: $310
Completion of this course will assist practitioners in fulfilling the requirements for admission to the Oregon Municipal Roster, in addition to being a resource for training on governmental accounting and auditing. This program is offered once a year. Plan early to meet your requirement! This course may be appropriate to meet the biennial CPE requirements to continue on the Municipal Roster. The course will use the AICPA Audit and Accounting Guide for State and Local Governments as the source material. Participants will be expected to have a copy of the guide to use during the training. While not required, it will be helpful for participants to have reviewed the layout and topics included in the guide. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
How to Create a Governmental Annual Comprehensive Financial Report – Webcast
-
Online
8.0 Credits
Member Price: $310
Completion of this course will assist practitioners in fulfilling the requirements for admission to the Oregon Municipal Roster, in addition to being a resource for training on governmental accounting and auditing. This program is offered once a year. Plan early to meet your requirement! This course may be appropriate to meet the biennial CPE requirements to continue on the Municipal Roster. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
CFO Series: Employees Today and Tomorrow [NT] – NEW! – Webcast
-
Online
8.0 Credits
Member Price: $315
CFO Series - Day 4The war for talent is ongoing. We review four topics, concentrating on today’s employment realities, getting the most from your team, how to attract and retain talent, how utilizing the employment life cycle can deliver better performance, and how re-invigorating careers (yours and others) can make our professional role easier and deliver better financials. The cost of ‘mismanagement’ is huge, and we discuss tactics to help you and your colleagues improve. You and your team can do better, and we will discuss how.The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. Register by May 6 and save $25. That's a savings of $100 on the full series! CFO Series - Day 1: May 10, 2024 – CFO Series: Advanced Profit Enhancements – 6 Tech & 2 [NT] – NEW! – WebcastCFO Series - Day 2: June 14, 2024 – CFO Series: Chief Reviewer – NEW! – WebcastCFO Series - Day 3: June 19, 2024 – CFO Series: The Effective CFO – 4 Tech & 4 [NT] – NEW! – WebcastEach topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more! Note: Date changed from initially advertised date of 5/13/24.
ERISA Plans: Planning and Reporting (2 hours)
-
Online
2.0 Credits
Member Price: $118
Planning makes perfect Learn to navigate the new auditing standards and revised auditor and client responsibilities in this all-new webcast. Join us to brush up on your 401(k) audit and reporting best practices to remain ERISA compliant. After diving deeper in this webcast, you will be better equipped to: Understand client needs Determine materiality Perform risk assessment procedures Identify key differences between standard and modified audit reports
Peer Reviews of SSARS Engagements (2 hours)
-
Online
2.0 Credits
Member Price: $89
Cover the basic requirements of a peer review performed in accordance with AICPA's Peer Review Standards for firms that perform preparation, compilation, and review engagements. Topics include the documents reviewed by peer reviewers, the evaluation of the engagements, types of matters and peer review reports, the administrative process, peer review committee involvement, and requirements of the state boards of accountancy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Shorten Month-End: Closing Best Practices (4 hours)
-
Online
4.0 Credits
Member Price: $149
Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Implementing and Maintaining an Internal Control System
-
Online
8.0 Credits
Member Price: $239
Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring, and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Section 174: New Rules for Research & Experimentation (1 hour)
-
Online
1.0 Credits
Member Price: $55
This program addresses the most recent developments impacting taxpayers incurring research and experimentation costs. Emphasis will be placed on compliance with the 2022 change in Section 174 Amortization of research and experimental expenditures. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.