CPE + Events Catalog
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas – Webcast
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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
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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
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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 – Webcast
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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
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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
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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 – Webcast
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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
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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
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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 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.
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!
AHI Management and Leadership Essentials – Level IV [NT] – Webcast
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Online
8.0 Credits
Member Price: $310
Develop your soft skills in training courses that benefit both the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others, and increase the organization's bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries.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.
Required Minimum Distributions: Compliance and Planning (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions.
Succession Planning for the Small Business Owner: Finding the Exit Ramp (4 hours - afternoon) – Webcast
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Online
4.0 Credits
Member Price: $195
The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.
2024 Mid-Year Tax Update (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
While you were taking tax season head on and recovering from it, guess what happened? Over 500 court cases, 200 IRS IRB developments (including regs), 2,500 IRS rulings and other goodies came down. What did you miss? More than you might think. We've knocked it down for you. Give us four hours. We'll get you caught up. This built-from-scratch seminar delivers up-to-the-day changes in federal tax law. The course, delivered at a brisk pace and with humor, is designed to meet the needs of the tax planner and return preparer by identifying and responsibly exploring recent important tax developments.
CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting – Webcast
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Online
8.0 Credits
Member Price: $315
Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic planning aren't talking with the people who are doing the budgeting or forecasting. Also, there is a lack of uniform accountability throughout the organization. The pandemic has shown us that our planning process must be far nimbler and allow our organization to shift rapidly. This course is designed to completely integrate the planning process and show how it can move from long-range thinking, through medium-term planning, through the annual budget, and to the monthly cash-flow forecast. This course will teach the participant how to avoid many political pitfalls that end up causing a lack of accountability and often cause the planning process to be demotivating to the staff. This isn't just a strategic planning course or a budgeting course. It is a course that looks at the entire planning process from beginning to end and shows how much smoother it can be when it is an integrated process. While it is a technical course discussing many of the technical tricks and tips for producing a good plan, it is also a management course in that it will discuss the political aspects of planning.
Technology Conference with K2 Enterprises (2 days) – Webcast
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Online
16.0 Credits
Member Price: $599
In today's fast-paced technological environment, staying ahead is crucial for accounting professionals. At the 2024 Technology Conference by K2 Enterprises, nationally recognized speakers will offer practical solutions to real-world technology challenges and insights into emerging technologies like Artificial Intelligence. Attendees will gain the knowledge and preparedness necessary to navigate the ever-changing technology landscape confidently, both now and in the future.
What's Changing in A&A for Governmental Entities (4 hours - morning) – Webcast Replay
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Online
4.0 Credits
Member Price: $195
We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement on Single Audits and the changes to the Uniform Guidance. We close with a look at common deficiencies found in Single Audits. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
Navigating the Complexities of Estate Planning: Avoiding Traps and Pitfalls – Webcast
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Online
8.0 Credits
Member Price: $310
Acquiring a comprehensive understanding of both tax and non-tax laws is a crucial asset for professionals engaged in providing adept counsel to clients throughout the estate planning journey. The landscape is riddled with common stumbling blocks, oversights, and missteps that clients and experts frequently encounter. This meticulously tailored course aims to dissect these challenges and equip practitioners with pragmatic remedies for prevalent misjudgments encountered in the estate planning domain.