CPE + Events Catalog
K2's Advanced Excel – Webcast
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Online
8.0 Credits
Member Price: $310
If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2's Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.
Oregon Ethics and New Developments (4 hours - morning) – Webcast Replay
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Online
4.0 Credits
Member Price: $185
Award winning discussion leader Mark Hugh will review the AICPA Code of Professional Conduct and key Oregon differences; discuss new developments at the national and state level in ethics in the last two years; best practices for CPAs in public accounting and industry; highlight emerging issues; and discuss Oregon administration and enforcement, including case studies.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.
CFO Series: Advanced Profit Enhancements – 6 Tech & 2 [NT] – NEW! – Webcast
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Online
8.0 Credits
Member Price: $315
CFO Series - Day 1This four-topic event focuses on three separate, proven tactics to increase profitability, including cost reductions, revenue enhancements, reducing investment, avoiding waste, and taking a more integrated look at avoiding risk. We also look at methods to optimize the return from the marketing function.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 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! – WebcastCFO Series - Day 4: June 20, 2024 – CFO Series: Employees Today and Tomorrow [NT] – NEW! – Webcast Each 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!
Construction Industry Conference – Webcast
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Online
8.0 Credits
Member Price: $310
Learn about the latest challenges and solutions faced by the construction industry and the CPAs who work with them!
CFO Series: Employees Today and Tomorrow [NT] – NEW! – Webcast
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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.
AHI Semi-Senior Staff Training – Level II (4 days) – Webcast
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Online
24.0 Credits
Member Price: $699
Advance your skills to propel your career. This course is the second in a five-course series, provides the guidance needed to handle small engagements and to complete small audits, reviews and compilations with minimal supervision. Gain knowledge to improve your skills to perform more complex analytical procedures, as well as drafting financial statements and footnotes. All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.
Governmental Accounting & Auditing Conference (2 days) – 15 Tech & 1 [NT] – Webcast
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Online
16.0 Credits
Member Price: $439
From essential GASB and Yellow Book updates to insightful discussion of the accounting pipeline, the 2024 OSCPA Governmental Accounting & Auditing Conference is the perfect source of information for government accountants.YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.Developed by: OSCPA members on the Governmental Accounting & Auditing Strategic Committee
K2's Budgeting and Forecasting Tools and Techniques – Webcast
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Online
8.0 Credits
Member Price: $310
Do your budgeting and forecasting processes work as well as they should? Probably not, as many organizations report that budgeting and forecasting activities consume tremendous time and yield only marginal benefits. In this course, you will learn to achieve a greater return on your budgeting and forecasting activities using various tools and techniques available in today's market.In addition to learning how to utilize Excel more effectively for budgeting and forecasting activities, you will also learn about other tools, such as Budget Maestro, PROPHIX, and Host Analytics, and how reducing your dependency on Excel can lead to better results. Additionally, you will learn how to account for risk and uncertainty in your budgeting and forecasting models and why doing so is a best practice for more meaningful budgets and forecasts. Join us in this course to learn how to reduce your time on budgeting and forecasting tasks while simultaneously increasing their value.
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update – Webcast
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Online
8.0 Credits
Member Price: $315
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.
K2's Case Studies in Fraud and Technology Controls – Webcast
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Online
8.0 Credits
Member Price: $310
Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk.A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.
AHI Beginning In-charge Staff Training – Level III (4 days) – Webcast
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Online
24.0 Credits
Member Price: $699
Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, develop your ability to assess risk and materiality and learn to make non-statistical sampling decisions. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas. All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.
Fraud Prevention: Loss Prevention and Control – Webcast
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Online
8.0 Credits
Fraud Prevention is one seminar you cannot afford to miss. Fraud will affect you in some manner. Prepare for the inevitable. A recent study by the Association of Certified Fraud Examiners estimated that fraud costs the global economy more than $3.5 trillion per year. This same study estimated that normal audits discover only about 11% of fraudulent acts, compared to 19% discovered by accident. This seminar examines various types of fraud and discusses ways to prevent, detect and investigate these activities.
S Corporation Taxation: Cutting Edge Tax Strategies – Webcast
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Online
8.0 Credits
Member Price: $310
We'll take a deep dive into a broad array of tax strategies covering a broad range of strategies including reasonable compensation, cost of converting a C corporation to an S Corporation, how to fix inadvertent S corporation terminations, creating shareholder basis through loans, exit strategies for owners, maximizing the section 199A deduction, and important considerations for preserving S corp status when a shareholder dies.
2024 Oregon Ethics Update (4 hours - morning) – Webcast Replay
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Online
4.0 Credits
Member Price: $185
The course will start out with a review of Oregon Administrative Rules & Oregon Revised Statutes and the Code of Professional Conduct. Then we will switch to the AICPA and address recent interpretations and proposals. The course includes a look at examples of ethics violations as well as case studies. Four hours will fly right by! Note: There will be interactive breakout sessions in this webcast. NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.
ERISA Conference – Webcast
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Online
8.0 Credits
Member Price: $310
The successful completion of ERISA audits requires a solid understanding of this complex area. This program will provide auditors with information and updates related to this unique environment as well as provide an opportunity for non-auditors to gain a deeper understanding of ERISA-related topics.
2023 Form 1065 and K-1 (2 hours - morning) – Webcast
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Online
2.0 Credits
Member Price: $95
On IRS 2023 Forms 1065, Schedules K-1 and Instructions, IRS continues to ask for tons of new detailed information. In this action packed 2 hour program, you'll learn: Tax basis capital account reporting - What must be computed and disclosed (and by when) New disclosures required re: liability guarantees, deficit restoration obligations and related info New info re: changes in partners' percentages of profit and loss Other info re: disregarded entity partners, notices of inconsistent positions, SE taxability of state law limited partners and more Highlights of new IRS SB/SE audit guide
Accounting & Auditing Update for Small Businesses (4 hours - morning) – Webcast Replay
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Online
4.0 Credits
Member Price: $195
For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact small businesses with a focus on ASUs initiated by the Private Company Council (PCC). We'll then look at alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs for entities who don't necessarily need to prepare GAAP financial statements but want to use accrual accounting. Finally, we will transition to audit standards that small business auditors will need to implement.
Common Deficiencies in SSARS Engagements (4 hours - afternoon) – Webcast Replay
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Online
4.0 Credits
Member Price: $195
Preparation, compilation and review engagements continue to be a hot topic for peer review despite SSARS 21 having been around for nearly a decade. This course will concentrate on the most common peer review findings with a focus on how to comply in an efficient but practical perspective. This course will discuss the root cause of noncompliance so that overall engagement quality increases.
Going to Tax Court in Oregon: Representing Your Client as a CPA in the Magistrate Division (1 hour - morning) – NEW! – Webcast
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Online
1.0 Credits
CPAs play a key role representing taxpayers in the Magistrate Division of the Oregon Tax Court. The Magistrate Division is designed to be informal, but many taxpayers turn to CPAs to prepare and present their case. Whether you're new to the court or a seasoned representative, hear how to be most effective and get an update on the court's current procedures. Bring your questions!
The Most Critical Challenges in Not-for-Profit Accounting Today (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Not-for-profit entities have recently applied critical new standards related to contributions of nonfinancial assets, leases, and more. Now is the time to know more than just what the standards say - we need to know what they mean and how they will affect not-for-profit entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the challenges in not-for-profit accounting.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.