Educational Catalog
Browse The Online Catalog
Use the search features below or one of the specialized calendars or categories.
The Event requested could not be found
Focused Courses
Must Attend!
Registration information and PDF form
273 courses were found; sorted by start date ascending. New search
| Title | Date | Location | Member Fee | Description | |
|---|---|---|---|---|---|
| B&I Series: Controllers Panel (2 hours - morning) - NEW! — #07528 | 4/21/2010 | Metro Portland | $59 | This panel presentation is part of an ongoing breakfast series sponsored by the OSCPA Business & Industry Project… learn more | |
| 2010 OSCPA Professional Issues Update (Faculty/Students) - NEW! — #07868 | 4/30/2010 | Emerald Empire | $0 | College faculty and students are invited to join friends, colleagues and members of the Society's leadership on Friday,… learn more | |
| 2010 OSCPA Professional Issues Update - NEW! — #07867 | 4/30/2010 | Emerald Empire | $189 | OSCPA Members are invited to join friends, colleagues and members of the Society's leadership on Friday, April 30, to… learn more | |
| Not-for-Profit Conference — #07600 | 5/3/2010 | Metro Portland | $300 | Learn about what is new in the not-for-profit arena and the latest on topics of interest to internal/external clients. Choose the… learn more | |
| Construction Industry: Advanced Accounting & Tax — #07614 | 5/6/2010 | Metro Portland | $295 | Learn the latest on the advanced accounting and tax issues that impact the construction arena. learn more | |
| Construction Industry Conference (Cosponsored by OSCPA, AGC-Oregon-Columbia Chapter, CFMA & OHBA) — #07601 | 5/7/2010 | Metro Portland | $310 | Learn about the latest challenges and solutions faced by the construction industry! Early Registration Discount: Member… learn more | |
| Federal Energy Tax Deductions 179D (2 hours - morning) - NEW! — #07869 | 5/14/2010 | Metro Portland | $79 | Under Sec 179D of the Internal Revenue Code, a taxpayer who owns, or is the lessee of, a commercial building may be eligible… learn more | |
| Governmental Accounting and Auditing Conference (2 days) — #07602 | 5/17/2010 | Emerald Empire | $405 | Hear the latest on important issues impacting governmental accounting and auditing! Early Registration Discount: Member… learn more | |
| Accounting and Reporting Standards Annual Update and Review (2 days) — #07615 | 5/17/2010 | Metro Portland | $519 | This course provides an update for all relevant authoritative pronouncements that a CPA must have an understanding of in order… learn more | |
| Keep Your Clients' Private Information Private While Protecting Your Business (4 hours - morning) - NEW! — #07616 | 5/18/2010 | Metro Portland | $169 | The Gramm-Leach-Bliley Act, the Safeguards Rule, enforced by the Federal Trade Commission, requires financial institutions to… learn more | |
| Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07619 | 5/19/2010 | Metro Portland | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more | |
| The Revised Yellow Book: Government Auditing Standards — #07617 | 5/19/2010 | Emerald Empire | $295 | The Yellow Book features comprehensive, far reaching implications for auditors. Gain a working knowledge of the latest Yellow… learn more | |
| Ethics for CPAs and CMAs in Business and Industry (4 hours - morning) — #07618 | 5/19/2010 | Metro Portland | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, CMA, will instruct on ethical topic areas applicable to CPAs… learn more | |
| Audit Sampling - Effective and Efficient Compliance for Fun and Profit - NEW! — #07620 | 5/19/2010 | Emerald Empire | $295 | A new Audit Guide "Audit Sampling" was issued in mid-year 2008 and new Compliance Audit (OMB A-133) sampling… learn more | |
| Professional Conduct & Ethics - AICPA and Oregon Board CPA Regulatory Update (4 hours - afternoon) — #07622 | 5/20/2010 | Emerald Empire | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the… learn more | |
| Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07621 | 5/20/2010 | Emerald Empire | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more | |
| B&I Series: Lean Accounting (2 hours - morning) - NEW! — #07529 | 5/20/2010 | Metro Portland | $59 | Invest a few hours to improve your Lean Accounting skills! Plan to attend this panel presentation and take advantage of the… learn more | |
| Audit Sampling - Effective and Efficient Compliance for Fun and Profit - NEW! — #07623 | 5/20/2010 | Metro Portland | $295 | A new Audit Guide "Audit Sampling" was issued in mid-year 2008 and new Compliance Audit (OMB A-133) sampling… learn more | |
| Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07624 | 5/21/2010 | Southern Oregon | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more | |
| Business Valuations for Today's Environment (3 hours - morning) - NEW! — #07625 | 5/21/2010 | Metro Portland | $129 | As we transition into a new year, a new administration and a new economic paradigm, we see very clearly the rules have… learn more | |
| Chief Financial Officer - Executive Level Skills for Financial Managers [NT] — #07626 | 5/24/2010 | Metro Portland | $290 | Being a great accountant alone will not qualify you to be a chief financial officer. Effective CFOs are strong business people… learn more | |
| Driving Corporate Performance - The CFO's Role in Developing Competitive Advantage - NEW! — #07627 | 5/25/2010 | Metro Portland | $290 | Successful companies use strategies that allow them to efficiently use their resources by focusing on a portion of their industry… learn more | |
| Ethics in Turbulent Times - How the World is Changing for Financial Managers (4 hours - afternoon) - NEW! — #07629 | 5/26/2010 | Metro Portland | $189 | The great financial meltdown of 2008 forever changed our perceptions of trust and ethics. This seminar will give you a better… learn more | |
| Cases in Corporate Ethics - Discussion of Real Life Conflicts (4 hours - morning) — #07628 | 5/26/2010 | Metro Portland | $189 | Anyone who has ever attended a lecture-format ethics seminar knows that there is a better way. “Cases in Corporate… learn more | |
| Simplified Solutions: Organizing and Productivity Strategies for the Workplace [NT] — #07630 | 5/27/2010 | Metro Portland | $305 | Are you on top of everything – but can’t get to the bottom of anything? Do you start your day overwhelmed by paper, emails… learn more | |
| Annual Update for Accountants and Auditors — #07631 | 6/1/2010 | Benton-Linn | $295 | Here’s the definitive course to keep CPAs abreast of the fast-paced changes in accounting and auditing. This… learn more | |
| Right the First Time: Case Studies in Not-for-Profit Accounting and Auditing - NEW! — #07634 | 6/2/2010 | Metro Portland | $290 | Papers print corrections, referees use replays and golfers take mulligans. Accountants and auditors are expected to get it right… learn more | |
| Internal Controls and IT: Reliable Reporting and Fraud Prevention - NEW! — #07635 | 6/2/2010 | Metro Portland | $290 | Recent headlines describing massive frauds have focused attention on internal controls. Most auditors are comfortable with… learn more | |
| Annual Business Law Update — #07632 | 6/2/2010 | Metro Portland | $290 | Lawsuits flow freely these days. Stay on top of business law developments to protect your company, firm or clients from… learn more | |
| The Revised Yellow Book: Government Auditing Standards — #07637 | 6/2/2010 | Metro Portland | $290 | The Yellow Book features comprehensive, far reaching implications for auditors. Gain a working knowledge of the latest Yellow… learn more | |
| Advanced Update for Compilation, Review and Accounting Services — #07636 | 6/2/2010 | Emerald Empire | $295 | If you manage a compilation, review, and accounting service practice, this course is an absolute must, as it enables a partner to… learn more | |
| Preparing Tax Basis Financial Statements: A Private Company GAAP Alternative (4 hours - morning) - NEW! — #07633 | 6/2/2010 | Metro Portland | $199 | The most frequent application of OCBOA is to prepare tax basis statements for tax entities. This course is a great way to brush… learn more | |
| Technology Conference with K2 Enterprises (2 days) — #07604 | 6/3/2010 | Metro Portland | $519 | Yesterday’s accounting practices are no longer adequate for success in today’s rapidly evolving technology and business… learn more | |
| Annual Update for Accountants and Auditors — #07638 | 6/3/2010 | Eastern Oregon | $295 | Here’s the definitive course to keep CPAs abreast of the fast-paced changes in accounting and auditing. This… learn more | |
| Write-up, Payroll and Other Accounting Services: Managing the Risks (4 hours - morning) - NEW! — #07639 | 6/3/2010 | Emerald Empire | $199 | Most sole practitioners and local CPA firms routinely provide write-up, payroll and other accounting services to their clients.… learn more | |
| FASB Review and Update: Common GAAP Issues Impacting All CPAs - NEW! — #07640 | 6/3/2010 | Metro Portland | $290 | Are you looking for an intermediate level review and update of common GAAP issues important to all CPAs? This broad-ranging… learn more | |
| Accounting and Reporting Practices of Not-for-Profit Organizations — #07641 | 6/3/2010 | Metro Portland | $290 | Not-for-profit accounting can be extremely complex and if you are to be successful, your knowledge and skills must be superior.… learn more | |
| Public Company Update: SEC, PCAOB and Other Developments — #07642 | 6/3/2010 | Metro Portland | $290 | The requirements for public companies, their management and their auditors are changing rapidly. As these changes continue… learn more | |
| Annual Update for Accountants and Auditors — #07644 | 6/4/2010 | Emerald Empire | $295 | Here’s the definitive course to keep CPAs abreast of the fast-paced changes in accounting and auditing. This… learn more | |
| Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts — #07645 | 6/4/2010 | Metro Portland | $295 | Transactions that occur within an entity’s revenue cycle (revenues and cash receipts) and the purchase cycle (purchases… learn more | |
| Real-World Business Ethics: A Case Study Approach (4 hours - morning) — #07647 | 6/4/2010 | Metro Portland | $185 | Don’t be caught off guard by an ethics investigation. Adopt a proactive, risk-avoidance stance by side-stepping common… learn more | |
| Advanced Update for Compilation, Review and Accounting Services — #07648 | 6/4/2010 | Eastern Oregon | $295 | If you manage a compilation, review, and accounting service practice, this course is an absolute must, as it enables a partner to… learn more | |
| Accounting for Income Taxes - Applying SFAS No. 109/FIN 48: A Whole New Ballgame! — #07649 | 6/4/2010 | Metro Portland | $290 | No other area in accounting is as far reaching, and requires knowledge of a vast number of topics in financial and tax… learn more | |
| Frequent Frauds Found in Governments (4 hours - afternoon) — #07646 | 6/4/2010 | Metro Portland | $199 | What are some of the common frauds that occur in governmental organizations and how could they have been avoided?… learn more | |
| Advanced FASB Review and Update: Tackling the Tougher GAAP Issues - NEW! — #07643 | 6/4/2010 | Metro Portland | $290 | This course is the perfect complement to the AICPA’s intermediate-level companion course titled: “Advanced FASB… learn more | |
| Making the Best of Bad Situations - Client's Tax and Non-Tax Issues — #07651 | 6/7/2010 | Metro Portland | $295 | This course helps the practitioner understand planning considerations and potential problems when certain “bad… learn more | |
| Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07656 | 6/7/2010 | Eastern Oregon | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more | |
| Advanced Update for Compilation, Review and Accounting Services — #07657 | 6/7/2010 | Southern Oregon | $295 | If you manage a compilation, review, and accounting service practice, this course is an absolute must, as it enables a partner to… learn more | |
| Auditing: What's New for 2010 Engagements - NEW! — #07650 | 6/7/2010 | Metro Portland | $295 | Comprehensive analysis to comply with new auditing standards and authoritative literature. learn more | |
| Beyond Financial Accounting: Budgeting and Costing Techniques for Maximum Profitability (4 hours - morning) — #07652 | 6/7/2010 | Metro Portland | $199 | The success of any business is grounded in the basics of profitability and cash (liquidity) availability. This course is designed… learn more | |
| Financial Forecasting: Planning for Success (4 hours - afternoon) — #07653 | 6/7/2010 | Metro Portland | $199 | The secret to success is in the planning! With CPAs constantly asked to plan the future of a company, forecasting is an area… learn more | |
| S Corporations: Strategies from Formation to Termination (4 hours - morning) - NEW! — #07654 | 6/7/2010 | Metro Portland | $199 | Once again, this is the darling form for many businesses. Find out why during this information-packed session. Practical… learn more | |
| Tax Consequences and Reporting Issues of LLCs, LLPs, LPs and Other Partnerships (4 hours - afternoon) - NEW! — #07655 | 6/7/2010 | Metro Portland | $199 | Is LLC and partnership taxation something new to you? Perhaps you have worked in this area for years but need a quick review… learn more | |
| Real-World Business Ethics: A Case Study Approach (4 hours - morning) — #07663 | 6/8/2010 | Southern Oregon | $185 | Don’t be caught off guard by an ethics investigation. Adopt a proactive, risk-avoidance stance by side-stepping common… learn more | |
| Advanced Controller and CFO Skills — #07659 | 6/8/2010 | Metro Portland | $290 | If you want to be secure in your position as the “financial sheriff,” you must be able to document your worth to the… learn more | |
| Audit Workpapers: Documenting Field Work (4 hours - morning) — #07660 | 6/8/2010 | Metro Portland | $199 | Workpapers are the building blocks for the audit. If it’s not in the workpapers, the manager and partner might not know about… learn more | |
| Cash Flow Statements: Preparation and Presentation Options (4 hours - afternoon) — #07661 | 6/8/2010 | Southern Oregon | $199 | Top off your knowledge of cash flow statements! Review cash flow statement preparation and presentation options, and… learn more | |
| Audit Workpapers: Reviewing Field Work Documentation (4 hours - afternoon) — #07662 | 6/8/2010 | Metro Portland | $199 | Are your partners or managers spending excessive time reviewing work papers because your in-charges, supervisors, or… learn more | |
| FASB Review and Update: Common GAAP Issues Impacting All CPAs - NEW! — #07664 | 6/8/2010 | Benton-Linn | $295 | Are you looking for an intermediate level review and update of common GAAP issues important to all CPAs? This broad-ranging… learn more | |
| Accountants' Guide to Detecting and Preventing Internal Fraud, Theft and Abuse — #07665 | 6/8/2010 | Metro Portland | $295 | Don’t work hard just to have employees run off with your money. learn more | |
| LLC and Partnership Taxation: Beyond the Basics — #07666 | 6/8/2010 | Metro Portland | $290 | LLC and partnerships are based upon intricate rules and regulations. A successful CPA must understand and be able to… learn more | |
| Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07667 | 6/8/2010 | Central Oregon | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more | |
| A Practical Guide to Trusts - NEW! — #07668 | 6/8/2010 | Metro Portland | $295 | This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether or not a… learn more | |
| Applying the Risk Assessment Standards Using a Case Study Approach - NEW! — #07675 | 6/9/2010 | Metro Portland | $290 | Although auditors of non-public entities have been working with the risk assessment standards (SAS Nos. 104 through 111) for… learn more | |
| Estate Planning - Business Issues — #07670 | 6/9/2010 | Metro Portland | $295 | There are many specific estate planning issues that deal with business ownership, valuation and succession matters. As… learn more | |
| Accountants' Guide to Fraud and Abuse in Government and Non-Profits - NEW! — #07671 | 6/9/2010 | Metro Portland | $295 | Auditors are at greater risk if they miss fraud and abuse in government and nonprofits than corporations. YELLOW BOOK:… learn more | |
| Management Reporting: Creating World-Class Reports — #07672 | 6/9/2010 | Metro Portland | $290 | You get what you measure, so measure what you want! Maximize performance with balanced critical success factors. This… learn more | |
| Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07673 | 6/9/2010 | Benton-Linn | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more | |
| Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07674 | 6/9/2010 | Metro Portland | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more | |
| Advanced Update for Compilation, Review and Accounting Services — #07676 | 6/9/2010 | Southern Oregon | $295 | If you manage a compilation, review, and accounting service practice, this course is an absolute must, as it enables a partner to… learn more | |
| Advanced FASB Review and Update: Tackling the Tougher GAAP Issues - NEW! — #07669 | 6/9/2010 | Emerald Empire | $295 | This course is the perfect complement to the AICPA’s intermediate-level companion course titled: “Advanced FASB… learn more | |
| Cash Flow Statement: Preparation, Presentation and Use — #07678 | 6/10/2010 | Metro Portland | $290 | Changes are coming to the statement of cash flows! Use this course to review existing statement of cash flows preparation and… learn more | |
| Foundations in Governmental Accounting — #07683 | 6/10/2010 | Metro Portland | $290 | Are you just starting to work in the governmental arena? Have you worked in the governmental arena for years but need a… learn more | |
| AICPA's Advanced Workshop: Practical Guidance for Peer Reviewers - NEW! — #07682 | 6/10/2010 | Metro Portland | $290 | This eight-hour course is designed to be an interactive workshop to reinforce and improve reviewers’ understanding of… learn more | |
| Professional Conduct & Ethics - AICPA and Oregon Board CPA Regulatory Update (4 hours - morning) — #07681 | 6/10/2010 | Metro Portland | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the… learn more | |
| FASB Review and Update: Common GAAP Issues Impacting All CPAs - NEW! — #07680 | 6/10/2010 | South Coast | $295 | Are you looking for an intermediate level review and update of common GAAP issues important to all CPAs? This broad-ranging… learn more | |
| How to Identify, Explain and Present Pertinent Financial Information to Non-Accountants — #07679 | 6/10/2010 | Metro Portland | $290 | High-impact interactive program, loaded with practical ideas and techniques to help non-accounting associates and clients… learn more | |
| Leadership and Coaching Essentials for the CPA: Adapted From the Leadership Strategies of Football's Leading Coaches - NEW! [NT] — #07684 | 6/11/2010 | Metro Portland | $290 | There are multiple common threads between championship football teams and high performance organizations. Many of the… learn more | |
| Real Estate Conference — #07605 | 6/11/2010 | Metro Portland | $300 | Hear about the recent developments and important issues in real estate while focusing on taxation! Early Registration… learn more | |
| Upcoming Peer Review: Is Your Firm Ready? — #07686 | 6/11/2010 | Metro Portland | $290 | What does it take to have an effective quality control system that leads you to a clean, unmodified peer review report? Find out… learn more | |
| Accountants' Guide to Email, Record Retention, Destruction & Security for 2010-11 — #07688 | 6/14/2010 | Metro Portland | $290 | Dozens of companies have been sued because of faulty paper and electronic record retention and destruction policies. Are you… learn more | |
| Employee Benefit Plans: Audit and Accounting Essentials — #07689 | 6/14/2010 | Metro Portland | $290 | Master the fundamentals of auditing employee benefit plans in accordance with AICPA and EBSA standards and avoid the… learn more | |
| Minimum Standards for Audits of Oregon Municipal Corporations / Oregon Local Budget Law — #07690 | 6/14/2010 | Metro Portland | $290 | Completion of this course is required for admission to the Oregon Municipal Roster. This program is offered twice a year –… learn more | |
| Agribusiness - Tax Issues and Business Entities (1 1/2 days) - NEW! — #07691 | 6/14/2010 | Eastern Oregon | $450 | In response to the downturn in the economy, Congress passed tax legislation to stimulate the economy. This seminar explains… learn more | |
| Internal Controls Design, Evaluation and Communication for Smaller Entities — #07687 | 6/14/2010 | Metro Portland | $290 | Significant changes in the auditing industry have highlighted the necessity for all entities, regardless of nature, size and… learn more | |
| International versus U.S. Accounting: What in the World is the Difference? — #07695 | 6/15/2010 | Metro Portland | $290 | In 2002, IASB and FASB agreed to harmonize their agenda and work towards reducing differences between IFRS and U.S.… learn more | |
| Audit Workshop: Best Practices for Audits in Compliance with Government Auditing Standards and OMB Circular A-133 — #07692 | 6/15/2010 | Metro Portland | $290 | Often, entities that require A-133 audits are the least-profitable clients for CPA firms. This is sometimes a direct result of… learn more | |
| Excel Tips, Tricks and Techniques for Accountants — #07693 | 6/15/2010 | Metro Portland | $290 | Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet most accountants have never received… learn more | |
| Audits of 403(b) Plans: A Challenging New Audit Area - NEW! — #07694 | 6/15/2010 | Metro Portland | $290 | The audit of the 403(b) plan will be a new growth area for the benefit plan auditor. Learn the similarities and the differences… learn more | |
| New Federal Tax Law - Individual & Business Current Developments You Need to Know! — #07696 | 6/15/2010 | Emerald Empire | $295 | With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update… learn more | |
| Governmental & Nonprofit Annual Update — #07700 | 6/16/2010 | Metro Portland | $290 | Change is inevitable and at times overwhelming if you are unprepared. Ensure that you are current in governmental and… learn more | |
| New Federal Tax Law - Individual & Business Current Developments You Need to Know! — #07701 | 6/16/2010 | Metro Portland | $295 | With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update… learn more | |
| Excel PivotTables for Accountants - Part I (4 hours - morning) — #07702 | 6/16/2010 | Metro Portland | $199 | PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some,… learn more | |
| Excel PivotTables for Accountants - Part II (4 hours - afternoon) — #07703 | 6/16/2010 | Metro Portland | $199 | This course is a continuation of “Excel PivotTables for Accountants – Part I.” It extends and builds upon the foundation… learn more | |
| Strategic Banking Relationships: The Accounting Professional's Guide - NEW! — #07704 | 6/16/2010 | Metro Portland | $290 | In this program an experienced commercial banker tells how you can help your clients build strategic banking relationships.… learn more | |
| Complete Taxation of Property Transactions: From Acquisition to Disposition — #07705 | 6/16/2010 | Metro Portland | $290 | Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from… learn more | |
| Estate Planning Essentials: Tax Relief for Your Clients' Estates - NEW! — #07706 | 6/16/2010 | Central Oregon | $295 | What is the estate tax? What is the gift tax? How are they inter-related? Explore the use of wills, trusts and life insurance as… learn more | |
| Audits of 401(k) Plans — #07697 | 6/16/2010 | Metro Portland | $290 | 401(k) plans have become a popular option for employee benefit plans so it is imperative that you have the skills necessary to… learn more | |
| Internal Controls Design, Evaluation and Communication for Smaller Entities — #07698 | 6/16/2010 | Emerald Empire | $295 | Significant changes in the auditing industry have highlighted the necessity for all entities, regardless of nature, size and… learn more | |
| FASB Review for Industry — #07699 | 6/16/2010 | Metro Portland | $290 | CPAs in corporate management will benefit from this comprehensive coverage of recent FASB, AcSEC, IASB and EITF… learn more | |
| Audit Workshop: Best Practices for Audits in Compliance with Government Auditing Standards and OMB Circular A-133 — #07707 | 6/17/2010 | Southern Oregon | $295 | Often, entities that require A-133 audits are the least-profitable clients for CPA firms. This is sometimes a direct result of… learn more | |
| Form 990: AICPA's Answer to Unlocking the Tax Complexities — #07709 | 6/17/2010 | Metro Portland | $290 | Updated for the completely redesigned Form 990! Not only is the IRS crackdown on nonprofits continuing but the Form 990 has… learn more | |
| Financial, Estate and Tax Planning for Individuals Over 55 — #07710 | 6/17/2010 | Metro Portland | $295 | Older clients desperately need your help with problems they don’t even know they have. This program prepares you to advise… learn more | |
| IRAs, ROTH IRAs, SIMPLEs and SEPs: Contributions, Rollovers, Distributions and More — #07711 | 6/17/2010 | Metro Portland | $290 | Individual Retirement Accounts (IRAs), including traditional IRAs, Roth IRAs, SIMPLEs, SEPs, are investments owned by many… learn more | |
| Paperless Office - Managing Documents in a Digital World — #07712 | 6/17/2010 | Metro Portland | $290 | Would you like to find important documents in 10 seconds or less? Of course you would! At the very least, you would like to have… learn more | |
| Form 1120S - Schedule K-1 Analysis - Basis Calculations & Distributions for S Corporations — #07713 | 6/17/2010 | Metro Portland | $290 | This comprehensive course is designed to get the accountant up-to-speed quickly in the area of basis calculations and… learn more | |
| Accounting & Auditing Conference — #07606 | 6/17/2010 | Metro Portland | $310 | Learn about the latest on issues impacting accounting and auditing! Early Registration Discount: Member Fee: $280 if paid… learn more | |
| Corporate Finance Tune-Up - Putting the Right Skills in Your Analytical Toolbox — #07708 | 6/17/2010 | Metro Portland | $290 | Understanding corporate finance is a skill that separates those who will become Chief Financial Officers from those who will… learn more | |
| Current Developments in Accounting, Auditing and the Accounting Profession: An Overview for 2010 — #07716 | 6/18/2010 | Southern Oregon | $295 | This course provides an overview of new developments in the area of accounting and auditing. Coverage is continuously… learn more | |
| QuickBooks: Reconciling and Analyzing Financial Statements (4 hours - morning) - NEW! — #07718 | 6/18/2010 | Metro Portland | $199 | With close to four million small business utilizing QuickBooks software, many accountants and auditors frequently work with… learn more | |
| Estate & Trust Conference — #07607 | 6/18/2010 | Metro Portland | $310 | Hear the latest on estate planning issues that impact you and your clients! Early Registration Discount: Member Fee: $280 if… learn more | |
| S Corporations: A Complete Guide to Planning and Compliance - NEW! — #07719 | 6/18/2010 | Metro Portland | $290 | From advising your client as to the appropriateness of an S election, to proper preparation of the Form 1120S and Schedule K-1,… learn more | |
| Value-Driven Financial Analysis - A Non-Traditional Approach — #07720 | 6/18/2010 | Metro Portland | $290 | Today, more than ever, companies are under enormous pressure to create shareholder value. This seminar will provide the… learn more | |
| Estate Planning Essentials: Tax Relief for Your Clients' Estates - NEW! — #07721 | 6/18/2010 | Eastern Oregon | $295 | What is the estate tax? What is the gift tax? How are they inter-related? Explore the use of wills, trusts and life insurance as… learn more | |
| Automating Workflow to Improve Control and Profitability (4 hours - afternoon) - NEW! — #07714 | 6/18/2010 | Metro Portland | $199 | Is your organization’s internal control structure as sound as it should be? Does your company or CPA firm’s profitability… learn more | |
| Bankruptcy Today: What Every CPA Must Know! - NEW! — #07715 | 6/18/2010 | Metro Portland | $290 | With the decline in economic conditions, bankruptcy restructurings and liquidations are at an all time high, creating a need for… learn more | |
| Form 1065 - Schedule K-1 Analysis - Basis Calculations & Distributions for Partnerships & LLCs — #07717 | 6/18/2010 | Metro Portland | $290 | This comprehensive course is designed to get the accountant up-to-speed quickly in the area of basis calculations and… learn more | |
| 2010 Hot Business Valuation Issues & Recent Cases - NEW! — #07725 | 6/21/2010 | Metro Portland | $290 | This course will provide participants with recent cases in order to better understand aspects of valuing a closely-held business. learn more | |
| Converting Your Pension and IRAs to Roth IRAs - A Major New Strategy Your Clients Must Consider - NEW! — #07723 | 6/21/2010 | Metro Portland | $290 | In 2010, anyone can convert their IRA money to a Roth IRA, regardless of income. What this means is that virtually all clients will… learn more | |
| Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts — #07722 | 6/21/2010 | Southern Oregon | $295 | Transactions that occur within an entity’s revenue cycle (revenues and cash receipts) and the purchase cycle (purchases… learn more | |
| Tough Times: Best Tax and Financial Planning Strategies for a Bad Economy - NEW! — #07726 | 6/21/2010 | Metro Portland | $290 | During recessionary times, conserving cash is key. One sure way to conserve cash is to reduce and/or defer taxes. This course… learn more | |
| GAAP Refresher — #07724 | 6/21/2010 | Metro Portland | $295 | Get your arms around those complex GAAP rules most likely to result in financial statement restatements. You will be provided… learn more | |
| Internal Controls, Corporate Governance & Risk Management — #07730 | 6/22/2010 | Metro Portland | $290 | A company’s Board of Directors should oversee management, the company’s business strategy and its operations. Many… learn more | |
| Converting Your Pension and IRAs to Roth IRAs - A Major New Strategy Your Clients Must Consider - NEW! — #07728 | 6/22/2010 | Emerald Empire | $295 | In 2010, anyone can convert their IRA money to a Roth IRA, regardless of income. What this means is that virtually all clients will… learn more | |
| Compilation and Review Essentials - The New Rules for Local Practitioners - NEW! — #07729 | 6/22/2010 | Metro Portland | $295 | With the most massive rewrite of SSARS since 1978, you will be required to: redraft all compilation and review reports; rethink… learn more | |
| Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts — #07727 | 6/22/2010 | South Coast | $295 | Transactions that occur within an entity’s revenue cycle (revenues and cash receipts) and the purchase cycle (purchases… learn more | |
| IFRS Update and Review of Complex Topics - NEW! — #07732 | 6/22/2010 | Metro Portland | $290 | Whether the Securities and Exchange Commission (SEC) will allow or require U.S. public companies to use International… learn more | |
| Estate Planning Essentials: Tax Relief for Your Clients' Estates - NEW! — #07731 | 6/22/2010 | Benton-Linn | $295 | What is the estate tax? What is the gift tax? How are they inter-related? Explore the use of wills, trusts and life insurance as… learn more | |
| Start-Ups & Early-Stage Companies - NEW! — #07736 | 6/23/2010 | Metro Portland | $290 | Using the instructor’s experience as a CPA, attorney, and venture capitalist, the participant will take away valuable… learn more | |
| B&I Series: Foreign Corrupt Practices Act (2 hours - morning) - NEW! — #07530 | 6/23/2010 | Metro Portland | $59 | The Foreign Corrupt Practices Act (FCPA) prohibits corrupt payments to foreign officials for the purpose of obtaining or keeping… learn more | |
| Business Sustainability: Keeping Lean but with More Green for the Company's Long Haul [NT] - NEW! — #07685 | 6/23/2010 | Metro Portland | $290 | Sustainability is now sweeping through profit and nonprofit businesses throughout the world. This course clearly shows you… learn more | |
| Deceptive Revenue Recognition and Other Accounting Techniques - Recognizing the Warning Signs — #07733 | 6/23/2010 | Metro Portland | $295 | Don’t join the growing list of accounting professionals in trouble. In this course the accounting “stories” behind over 40… learn more | |
| Multiplying Your Tax and Business Benefits Using Multiple Business Entities - NEW! — #07734 | 6/23/2010 | Metro Portland | $290 | In this litigious climate, business owners need to consider methods of reducing their exposure to legal liability. Further, states… learn more | |
| Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now — #07735 | 6/23/2010 | Emerald Empire | $295 | As the baby boomer generation approaches retirement, financial and tax planners can expect increased demand for strategies… learn more | |
| Investing Fundamentals for the Individual - NEW! — #07743 | 6/24/2010 | Metro Portland | $290 | This course will provide the fundamentals needed to more effectively invest money and what obstacles individuals must avoid… learn more | |
| Multiplying Your Tax and Business Benefits Using Multiple Business Entities - NEW! — #07744 | 6/24/2010 | Emerald Empire | $295 | In this litigious climate, business owners need to consider methods of reducing their exposure to legal liability. Further, states… learn more | |
| Tax Savings Through 1031 Exchanges — #07737 | 6/24/2010 | Metro Portland | $290 | Gain a general knowledge of the 1031 exchange rules and their use. learn more | |
| Advanced Critical Tax Issues for Limited Liability Companies and Partnerships — #07738 | 6/24/2010 | Metro Portland | $295 | How do partnerships fare following tax reform? The purpose of this course is to provide an in-depth discussion of selected… learn more | |
| Basis/Distributions for Pass-Through Entities: An IRS Hot Spot — #07739 | 6/24/2010 | Southern Oregon | $295 | With the advent of the electronic matching of K-1 information with items on partners’ and S Corporation shareholders’… learn more | |
| Chief Financial Officer - Executive Level Skills for Financial Managers [NT] — #07740 | 6/24/2010 | Emerald Empire | $295 | Being a great accountant alone will not qualify you to be a chief financial officer. Effective CFOs are strong business people… learn more | |
| Navigating the New FASB Codification: Research Real-Life Accounting Issues (4 hours - morning) — #07741 | 6/24/2010 | Metro Portland | $199 | Now you can not only get up-to-speed on the new FASB Online Accounting Codification, but also use the Codification to… learn more | |
| Cash Flow Statements: Preparation and Presentation Options (4 hours - afternoon) — #07742 | 6/24/2010 | Metro Portland | $199 | Top off your knowledge of cash flow statements! Review cash flow statement preparation and presentation options, and… learn more | |
| State Tax Issues for Oregon Businesses Doing Business in Other States and Their Owners - NEW! — #07751 | 6/25/2010 | Metro Portland | $285 | Multi-state tax issues are becoming more complex and the tax environment is constantly changing. Clients are increasingly… learn more | |
| Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships — #07750 | 6/25/2010 | Central Oregon | $295 | The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts.… learn more | |
| Governmental Accounting and Reporting: Putting it All Together — #07753 | 6/25/2010 | Metro Portland | $290 | Puzzled by governmental accounting and reporting? This course will show you how all the pieces fit together in a sensible,… learn more | |
| Tax Issues Arising in a Depressed Economy (4 hours - morning) — #07752 | 6/25/2010 | Metro Portland | $205 | Whenever the economy goes into a recession, adverse consequences affect people. This course will address many tax issues… learn more | |
| Advanced Critical Tax Issues for S Corporations — #07745 | 6/25/2010 | Metro Portland | $295 | How do S Corporations fare following tax reform? This course goes beyond the basics and addresses important practical… learn more | |
| Basis/Distributions for Pass-Through Entities: An IRS Hot Spot — #07746 | 6/25/2010 | Emerald Empire | $295 | With the advent of the electronic matching of K-1 information with items on partners’ and S Corporation shareholders’… learn more | |
| Corporate Finance Tune-Up - Putting the Right Skills in Your Analytical Toolbox — #07747 | 6/25/2010 | Emerald Empire | $295 | Understanding corporate finance is a skill that separates those who will become Chief Financial Officers from those who will… learn more | |
| Doing More with Less: Lean Accounting and Management (4 hours - afternoon) - NEW! — #07748 | 6/25/2010 | Metro Portland | $199 | You can do more with less! Learn how to minimize waste and create wealth in your organization through a Lean Accounting and… learn more | |
| Lean Accounting: Transforming Your Accounting Function for Maximum Performance (4 hours - morning) - NEW! — #07749 | 6/25/2010 | Metro Portland | $199 | Become a much leaner and more efficient operation. Learn how to eliminate waste in your company by trimming the fat that… learn more | |
| Forest Products Conference (Cosponsored by the Oregon and Washington Societies of CPAs) — #07608 | 6/28/2010 | Metro Portland | $310 | Learn about a variety of current issues that are impacting the forest products industry. Early Registration Discount: Member… learn more | |
| Basis/Distributions for Pass-Through Entities: An IRS Hot Spot — #07754 | 6/28/2010 | Benton-Linn | $295 | With the advent of the electronic matching of K-1 information with items on partners’ and S Corporation shareholders’… learn more | |
| Basis/Distributions for Pass-Through Entities: An IRS Hot Spot — #07755 | 6/28/2010 | Metro Portland | $290 | With the advent of the electronic matching of K-1 information with items on partners’ and S Corporation shareholders’… learn more | |
| Compilation and Review Standards Update and Review — #07756 | 6/28/2010 | Metro Portland | $300 | This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of… learn more | |
| Introduction to Business Valuation: Critical Skill Set in Today's Fair Value Accounting World - NEW! — #07757 | 6/28/2010 | Metro Portland | $290 | This course is an introductory business valuation course for the individual that either knows nothing or very little about business… learn more | |
| Make Money for You and Your Clients: Top Individual Tax Planning Strategies — #07758 | 6/28/2010 | Emerald Empire | $295 | Tax planning strategies are only as good as what they add to the bottom line. With significant tax changes looming under tax… learn more | |
| Fair Value Accounting: A Critical New Skill for All CPAs — #07760 | 6/29/2010 | Metro Portland | $290 | Fair value accounting is reshaping traditional financial statements! Gain insights into the conceptual and practical reasons for… learn more | |
| Advanced Critical Tax Issues for Limited Liability Companies and Partnerships — #07759 | 6/29/2010 | Emerald Empire | $295 | How do partnerships fare following tax reform? The purpose of this course is to provide an in-depth discussion of selected… learn more | |
| GAAP Update and Review for Small and Medium-Sized Entities - NEW! — #07761 | 6/29/2010 | Metro Portland | $300 | The focus of this course is on those sections of the U.S. Accounting Standards Codification that are particularly relevant to small… learn more | |
| Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07762 | 6/29/2010 | Metro Portland | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more | |
| Significant Tax Issues for the International Market — #07765 | 6/30/2010 | Metro Portland | $290 | Become informed about the significant taxation issues related to the international market. learn more | |
| Inheritance Tax and Related Estate Planning Issues in Oregon (4 hours – morning) – NEW! — #07763 | 6/30/2010 | Metro Portland | $159 | There have been a number of changes in Oregon law, together with changes in the federal law that impact estate planning in… learn more | |
| Personal Financial Accounting: A Prescription for Achieving and Managing Wealth — #07764 | 6/30/2010 | Metro Portland | $300 | This course will enable practitioners to add value to tax preparation services and personal financial statement preparation… learn more | |
| AICPA/AHI Staff Training - Basic (3 days) — #07766 | 7/12/2010 | Metro Portland | $770 | Providing training for new staff is always a sound investment. AICPA/AHI Staff Training-Basic, the first in a series of three… learn more | |
| AICPA/AHI Staff Training - Semi-Senior (3 days) — #07767 | 7/19/2010 | Metro Portland | $770 | Staff will gain the confidence they need to adequately handle small engagements with this, the second in the AICPA/AHI Staff… learn more | |
| AICPA/AHI Staff Training - Beginning In-Charge (3 days) — #07768 | 7/26/2010 | Metro Portland | $770 | Go one step further in your career and assume higher levels of responsibility with this third course in the AICPA/AHI Staff… learn more | |
| Navigating the Elder Maze (4 hours - afternoon) [NT] — #07872 | 8/25/2010 | Metro Portland | $199 | As a CPA are you experiencing any of the following: Do you have a client who is losing their ability to manage their finances and… learn more | |
| Retirement - Refocusing on Purpose: How Do I Transition from What I Do to Who I Am? (4 hours - morning) [NT] - NEW! — #07871 | 8/25/2010 | Metro Portland | $199 | What are your personal and professional concerns as you edge closer to the “age of retirement?” Do you wonder what… learn more | |
| Advanced Update for Compilation, Review and Accounting Services — #07769 | 8/26/2010 | Metro Portland | $290 | If you manage a compilation, review, and accounting service practice, this course is an absolute must, as it enables a partner to… learn more | |
| Detecting Misstatements: Integrating SAS 99 and the Risk Assessment Standards — #07770 | 8/27/2010 | Metro Portland | $290 | Taking an integrated audit approach to misstatements—material misstatements arising from fraud (SAS 99) and those… learn more | |
| Compilation and Review Standards Update and Review — #07771 | 10/12/2010 | Emerald Empire | $300 | This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of… learn more | |
| GAAP Update and Review for Small and Medium-Sized Entities - NEW! — #07772 | 10/13/2010 | Emerald Empire | $300 | The focus of this course is on those sections of the U.S. Accounting Standards Codification that are particularly relevant to small… learn more | |
| Performance Analysis - Identifying Profit Improvement Opportunities - NEW! — #07774 | 10/14/2010 | Metro Portland | $290 | Discover ways to make your company more profitable. This fast-paced, interactive seminar will teach you how to use operational… learn more | |
| Compilation and Review Standards Update and Review — #07773 | 10/14/2010 | Metro Portland | $300 | This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of… learn more | |
| Profit Improvement - 10 Tips for a Better Bottom Line — #07775 | 10/15/2010 | Metro Portland | $290 | When a company is having poor financial performance, the financial person is often the first to go. Proactive efforts by financial… learn more | |
| Minimum Standards for Audits of Oregon Municipal Corporations / Oregon Local Budget Law — #07776 | 10/20/2010 | Metro Portland | $290 | Completion of this course is required for admission to the Oregon Municipal Roster. This program is offered twice a year –… learn more | |
| IRS/Practitioners Forum — #07610 | 10/22/2010 | Metro Portland | $140 | This unique program will provide you with an update and review of current issues from both perspectives of the IRS and… learn more | |
| Northwest Tax Institute (TM) - Guest Registration (Note: Must be a guest of a Registered NWTI Participant) — #07870 | 10/25/2010 | $79 | Northwest Tax Institute (TM) - one of America's premier tax Institutes! learn more | ||
| The Revised Yellow Book: Government Auditing Standards — #07777 | 10/25/2010 | Eastern Oregon | $295 | The Yellow Book features comprehensive, far reaching implications for auditors. Gain a working knowledge of the latest Yellow… learn more | |
| Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07778 | 10/25/2010 | Emerald Empire | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more | |
| Professional Conduct & Ethics - AICPA and Oregon Board CPA Regulatory Update (4 hours - afternoon) — #07779 | 10/25/2010 | Emerald Empire | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the… learn more | |
| Northwest Tax Institute (2 1/2 days) (Cosponsored by the Oregon and Washington Societies of CPAs) — #07609 | 10/25/2010 | $775 | The 2010 Northwest Tax Institute™ returns to the grandeur of the Pacific Northwest. This year’s location is in the heart of… learn more | ||
| Ethics for CPAs and CMAs in Business and Industry (4 hours - afternoon) — #07781 | 10/26/2010 | Metro Portland | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, CMA, will instruct on ethical topic areas applicable to CPAs… learn more | |
| Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07782 | 10/26/2010 | Metro Portland | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more | |
| Governmental Accounting and Auditing Update — #07780 | 10/26/2010 | Eastern Oregon | $295 | In the past decade, the GASB has averaged two to three significant new pronouncements each year. What did the latest two or… learn more | |
| Professional Conduct & Ethics - AICPA and Oregon Board CPA Regulatory Update (4 hours - morning) — #07783 | 10/27/2010 | Metro Portland | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the… learn more | |
| Navigating the New FASB Codification: Research Real-Life Accounting Issues (4 hours - morning) — #07784 | 10/28/2010 | Metro Portland | $199 | Now you can not only get up-to-speed on the new FASB Online Accounting Codification, but also use the Codification to… learn more | |
| Taxation of S Corporations - Not Just the Nuts and Bolts — #07786 | 11/1/2010 | Metro Portland | $290 | You will look past the basics at important S Corporation issues! Updated to cover the New Economic Stimulus Act. learn more | |
| Closely Held Business Taxation: 49 Practical Ways to Cut Taxes — #07785 | 11/1/2010 | Metro Portland | $295 | Walk away with 49 practical tax strategies and challenges facing your closely held business clients. Employ business… learn more | |
| Closely Held Business Taxation: 49 Practical Ways to Cut Taxes — #07787 | 11/2/2010 | Metro Portland | $290 | Walk away with 49 practical tax strategies and challenges facing your closely held business clients. Employ business… learn more | |
| Tax Update for Pass-Through Entities: S Corporations, Partnerships and LLCs — #07788 | 11/3/2010 | Metro Portland | $290 | Be prepared for the issues affecting S Corporations, partnerships and limited liability companies. Learn about the latest law… learn more | |
| Studies on Single Audit and Yellow Book Deficiencies — #07791 | 11/4/2010 | Metro Portland | $290 | The best way to avoid Single Audit and Yellow Book audit deficiencies is to recognize them beforehand! Learn how to avoid the… learn more | |
| Delving into the Top Twelve Issues for Partnerships, LLCs and S Corps - NEW! — #07790 | 11/4/2010 | Central Oregon | $295 | Twelve common issues, each providing significant tax planning opportunities or potential traps for the unwary, are identified and… learn more | |
| Annual Update for Accountants and Auditors — #07789 | 11/4/2010 | Emerald Empire | $295 | Here’s the definitive course to keep CPAs abreast of the fast-paced changes in accounting and auditing. This… learn more | |
| Form 1041: Income Taxation of Estates and Trusts — #07794 | 11/5/2010 | Metro Portland | $290 | Explore a nuts-and-bolts approach to the complicated interplay of fiduciary and income tax rules for accounting for the income… learn more | |
| Annual Update for Accountants and Auditors — #07792 | 11/5/2010 | Metro Portland | $290 | Here’s the definitive course to keep CPAs abreast of the fast-paced changes in accounting and auditing. This… learn more | |
| Governmental & Nonprofit Annual Update — #07793 | 11/5/2010 | Southern Oregon | $295 | Change is inevitable and at times overwhelming if you are unprepared. Ensure that you are current in governmental and… learn more | |
| Advanced Excel — #07795 | 11/8/2010 | Metro Portland | $290 | Although many accountants consider themselves experts in using Excel, most accountants are self-taught and do not use Excel… learn more | |
| Form 1041: Income Taxation of Estates and Trusts — #07796 | 11/8/2010 | Southern Oregon | $295 | Explore a nuts-and-bolts approach to the complicated interplay of fiduciary and income tax rules for accounting for the income… learn more | |
| Security for Accountants: New Legal Requirements and Practical Solutions — #07797 | 11/9/2010 | Metro Portland | $290 | Information security is not only a major concern for accountants, it is a legal requirement. Sarbanes-Oxley, HIPAA, and state… learn more | |
| Excel-Based Dashboards — #07798 | 11/10/2010 | Metro Portland | $290 | Dashboard reporting is rapidly becoming the norm for organizations seeking to improve financial and operational reporting… learn more | |
| Financial Accounting for LLCs and Partnerships (4 hours - morning) - NEW! — #07800 | 11/11/2010 | Metro Portland | $205 | This comprehensive program discusses the tax basis financial accounting and how it relates to LLCs and partnerships. In… learn more | |
| S Corporation Financial Accounting (4 hours - afternoon) - NEW! — #07801 | 11/11/2010 | Metro Portland | $205 | This comprehensive discussion addresses the complex financial accounting issues of an S Corporation. learn more | |
| Tax Season Update 2010 - Portland — #07803 | 11/12/2010 | Metro Portland | $290 | Prepares practitioners for the upcoming filing season. Covers any recent tax legislation. Review changes in tax forms and… learn more | |
| Advanced Individual Income Tax Return Issues — #07804 | 11/15/2010 | Emerald Empire | $295 | Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are… learn more | |
| The Experienced CFO - Skills for Strategic Success - NEW! — #07799 | 11/15/2010 | Metro Portland | $290 | Today’s effective financial leader must exhibit on-going credibility and adaptability to successfully maintain their… learn more | |
| Tax Planning and Compliance for Closely Held Businesses and Their Owners — #07805 | 11/15/2010 | Metro Portland | $290 | You should be your clients most valuable advisor. Learn to apply the latest tax developments to a closely held business and its… learn more | |
| The Coming IFRS Conversion - Preparing for the Ultimate GAAP Makeover — #07802 | 11/16/2010 | Metro Portland | $290 | Conversion from U.S. GAAP to International Financial Reporting Standards (IFRS) is a given reality. The question is no longer… learn more | |
| Comprehensive Guide to Tax Depreciation, Amortization and Property Transactions From Acquisition to Exchange or Disposition — #07806 | 11/16/2010 | Metro Portland | $290 | New regulations for depreciation will be here shortly! The purpose of this comprehensive course is to provide an in-depth… learn more | |
| Tax Research: Sources, Methods and Documentation — #07807 | 11/16/2010 | Metro Portland | $290 | Exactly how do you decide that a tax return position is “more likely than not” to be sustained when examined? Is… learn more | |
| Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under - 754 and Related Provisions — #07808 | 11/17/2010 | Metro Portland | $290 | Changes in tax law require more complex planning. This course explores the practical issues in the many instances in which a… learn more | |
| Nonprofit Auditing and Accounting Update — #07809 | 11/17/2010 | Metro Portland | $290 | Ever have a discussion with a client or auditor regarding a recent not-for-profit accounting or auditing development and not have… learn more | |
| Retirement Planning Conference — #07611 | 11/18/2010 | Metro Portland | $310 | During these challenging economic times, the need for effective retirement planning has never been greater! Gain practical… learn more | |
| Advanced Individual Income Tax Return Issues — #07810 | 11/18/2010 | Metro Portland | $290 | Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are… learn more | |
| Dealing with the IRS: The Top 50 Mistakes Practitioners Make and How to Fix Them - NEW! — #07811 | 11/19/2010 | Metro Portland | $290 | Tax practice and the resolution of tax problems with the Internal Revenue Service can be tedious and outright challenging. This… learn more | |
| Annual Update for Controllers — #07812 | 11/19/2010 | Metro Portland | $290 | Let us bring you up-to-date on the latest trends in accounting, corporate finance, treasury management and business systems.… learn more | |
| Tax Exempt Organizations: Advanced Planning and Compliance for Tax Matters — #07813 | 11/30/2010 | Metro Portland | $290 | Tax exempt organizations are subject to a variety of complex tax issues and exposure to penalties in their everyday operations.… learn more | |
| Advanced Tax Update for Experienced Practitioners - NEW! — #07814 | 12/1/2010 | Metro Portland | $290 | Designed for the experienced tax advisor with compliance, research and planning responsibilities in full charge of a… learn more | |
| The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them — #07815 | 12/2/2010 | Metro Portland | $290 | It is said that the best way to learn is from our own mistakes. But isn’t it more fun to learn from the mistakes of others? Attend… learn more | |
| Individual Tax and Financial Planning: The Top 50 Mistakes Practitioners Make and How to Fix Them — #07816 | 12/3/2010 | Metro Portland | $290 | Every practitioner has been confronted with a client who has a different twist on a tax plan or idea. This course focuses on the… learn more | |
| Federal Tax Update by AICPA - Salem — #07817 | 12/6/2010 | Metro Portland | $295 | Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more | |
| Federal Tax Update by AICPA - Bend — #07818 | 12/6/2010 | Central Oregon | $295 | Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more | |
| Federal Tax Update by AICPA - Pendleton — #07819 | 12/6/2010 | Eastern Oregon | $295 | Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more | |
| LLC and Partnership Taxation: Beyond the Basics — #07821 | 12/7/2010 | Southern Oregon | $295 | LLC and partnerships are based upon intricate rules and regulations. A successful CPA must understand and be able to… learn more | |
| Federal Tax Update by AICPA - Corvallis — #07822 | 12/7/2010 | Benton-Linn | $295 | Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more | |
| Innovative Tax Planning for Individuals and Sole Proprietors - NEW! — #07823 | 12/7/2010 | Central Oregon | $295 | Get the latest techniques for building and conserving wealth through aggressive, yet legal, tax planning and investment… learn more | |
| Multistate Income Tax: Simplifying the Complexities — #07820 | 12/7/2010 | Metro Portland | $290 | Multistate taxation has become one of the hottest areas in the tax arena. The recent decline in state revenues and the increased… learn more | |
| Choice of Entity - Key Issues: S Corp, C Corp, Partnership, LLC and Sole Proprietorship - NEW! — #07824 | 12/8/2010 | Metro Portland | $290 | Choice of entity issues are relevant throughout the life of a business. When starting a new business, a crucial first decision is… learn more | |
| Preparing Complex 1040s — #07825 | 12/8/2010 | Metro Portland | $295 | For many clients, tax simplification is only a dream. This program is designed for the accountant who is ready to handle the… learn more | |
| Federal Tax Update by AICPA - Roseburg — #07826 | 12/8/2010 | Emerald Empire | $295 | Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more | |
| Real-World Business Ethics: A Case Study Approach (4 hours - morning) — #07829 | 12/9/2010 | Metro Portland | $185 | Don’t be caught off guard by an ethics investigation. Adopt a proactive, risk-avoidance stance by side-stepping common… learn more | |
| Federal Tax Update by AICPA - Coos Bay — #07830 | 12/9/2010 | South Coast | $295 | Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more | |
| Construction Contractors: Special Tax and Accounting Considerations - NEW! — #07827 | 12/9/2010 | Metro Portland | $290 | This program explains and illustrates work-in-process, over and under billing, classification of current vs. long-term assets and… learn more | |
| New FASB Developments for Business & Industry (4 hours - afternoon) - NEW! — #07828 | 12/9/2010 | Metro Portland | $199 | CPAs in corporate management will benefit from this course covering recent FASB, AcSEC and EITF pronouncements. Gain… learn more | |
| S Corporations: A Complete Guide to Planning and Compliance - NEW! — #07831 | 12/10/2010 | Emerald Empire | $295 | From advising your client as to the appropriateness of an S election, to proper preparation of the Form 1120S and Schedule K-1,… learn more | |
| Innovative Tax Planning for Individuals and Sole Proprietors - NEW! — #07832 | 12/10/2010 | South Coast | $295 | Get the latest techniques for building and conserving wealth through aggressive, yet legal, tax planning and investment… learn more | |
| Federal Tax Update - Individuals (Form 1040) - NEW! — #07834 | 12/13/2010 | Metro Portland | $290 | With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update… learn more | |
| Advanced Partnership Taxation - NEW! — #07833 | 12/13/2010 | Metro Portland | $305 | The purpose of this course is to help the participant develop strategies and skills to handle complex partnership transactions… learn more | |
| GAAP Update and Review for Small and Medium-Sized Entities - NEW! — #07837 | 12/14/2010 | Metro Portland | $300 | The focus of this course is on those sections of the U.S. Accounting Standards Codification that are particularly relevant to small… learn more | |
| Hands-on Tax Return Workshop - Individuals (Form 1040) (2 days) — #07838 | 12/14/2010 | Metro Portland | $489 | This case-driven training is designed to get the inexperienced accountant up-to-speed quickly in the most common areas of… learn more | |
| Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) — #07836 | 12/14/2010 | Metro Portland | $290 | With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update… learn more | |
| Advanced Partnership Taxation - NEW! — #07835 | 12/14/2010 | Benton-Linn | $305 | The purpose of this course is to help the participant develop strategies and skills to handle complex partnership transactions… learn more | |
| Compilation and Review Standards Update and Review — #07839 | 12/15/2010 | Metro Portland | $300 | This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of… learn more | |
| Hands-on Tax Return Workshop - S Corporations (Form 1120S) — #07841 | 12/16/2010 | Metro Portland | $290 | This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S… learn more | |
| Federal Tax Update by AICPA - Medford — #07842 | 12/16/2010 | Southern Oregon | $295 | Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more | |
| Disclosure - The Key to Financial Statements — #07840 | 12/16/2010 | Metro Portland | $295 | Keep your professional reputation stellar by making sure your financial statements are "up-to-speed." This course… learn more | |
| Hands-on Tax Return Workshop - Partnerships & LLCs (Form 1065) — #07844 | 12/17/2010 | Metro Portland | $290 | This case-driven training is designed to get the inexperienced accountant up-to-speed quickly in the most common areas of… learn more | |
| Multistate Income Tax: Simplifying the Complexities — #07845 | 12/17/2010 | Southern Oregon | $295 | Multistate taxation has become one of the hottest areas in the tax arena. The recent decline in state revenues and the increased… learn more | |
| Hands On Guide to Understanding and Testing Internal Control — #07843 | 12/17/2010 | Metro Portland | $295 | With the issuance of the AICPA risk assessment SASs, auditors have no choice but to better understand internal controls in… learn more | |
| Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now — #07846 | 12/20/2010 | Metro Portland | $290 | As the baby boomer generation approaches retirement, financial and tax planners can expect increased demand for strategies… learn more | |
| Federal Estate and Gift Tax Returns - Forms 706 and 709 Workshop — #07847 | 12/21/2010 | Metro Portland | $290 | Changes in the transfer tax under new law are mirrored in the compliance requirements. The purpose of this course is to learn… learn more | |
| What You Need to do Now in Estate Planning Under the New Tax Law - NEW! — #07848 | 12/22/2010 | Metro Portland | $290 | Now, with major changes in the estate and gift tax law starting in 2010, practitioners need to rethink many of their strategies and… learn more | |
| Preparing Individual Tax Returns for New Staff and Para-Professionals - NEW! — #07849 | 12/28/2010 | Metro Portland | $290 | The objective of this course is to train new staff accountants, data processing employees, para-professionals and bookkeepers… learn more | |
| Effectively and Efficiently Reviewing Tax Returns in Busy Season - NEW! — #07850 | 12/29/2010 | Metro Portland | $290 | The purpose of this course is to teach professional tax staff how to properly review various tax returns for accuracy and… learn more | |
| The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns - NEW! — #07851 | 12/30/2010 | Central Oregon | $295 | This unique course will enable the practitioner to learn in one day how to prepare S Corporation, LLC and partnership tax… learn more | |
| State and Local Tax Conference — #07612 | 1/7/2011 | Metro Portland | $300 | Come hear what is new in state and local taxes. Important issues that impact you and your clients will be discussed! … learn more | |
| Federal Tax Update by Biebl and Ranweiler - Portland — #07852 | 1/19/2011 | Metro Portland | $330 | There is no substitute for the unique perspective of a CPA active in public accounting. LarsonAllen’s own Andy Biebl and Bob… learn more | |
| Federal Tax Update by Biebl and Ranweiler - Eugene — #07853 | 1/20/2011 | Emerald Empire | $330 | There is no substitute for the unique perspective of a CPA active in public accounting. LarsonAllen’s own Andy Biebl and Bob… learn more | |
| Basic Tax Returns Preparation (2 days) — #07854 | 1/20/2011 | Metro Portland | $499 | A walk through the conceptual and tax return preparation process for the neophyte practitioner and help them see the “big… learn more | |
| Multnomah County / City of Portland Taxation Update (2 hours - morning) — #07855 | 1/24/2011 | Metro Portland | $79 | Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues!… learn more | |
| Multnomah County / City of Portland Taxation Update (2 hours - morning) — #07856 | 1/24/2011 | Metro Portland | $79 | Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues!… learn more | |
| Winter Governmental Auditors Conference — #07613 | 1/24/2011 | Metro Portland | $310 | Hear the latest on important issues impacting governmental auditors! Early Registration Discount: Member Fee: $280 if… learn more | |
| Ethics for CPAs: Independence, Confidentiality, Integrity, Objectivity & Fiduciary Duty - Understanding High Sensitivity Issues (4 hours) — #07858 | 1/25/2011 | Metro Portland | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in… learn more | |
| Ethics for CPAs and CMAs in Business and Industry (4 hours - morning) — #07857 | 1/25/2011 | Metro Portland | $160 | Nationally recognized instructor/author James Rigos, Attorney-CPA, CMA, will instruct on ethical topic areas applicable to CPAs… learn more | |
| The Complete Guide to the Preparation of Form 1041 — #07859 | 1/26/2011 | Metro Portland | $295 | Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience… learn more | |
| The Complete Guide to the Preparation of Form 1041 — #07860 | 1/27/2011 | Emerald Empire | $295 | Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience… learn more | |
| Federal Tax Update by AICPA - Portland — #07861 | 1/27/2011 | Metro Portland | $290 | Save time and keep current on the latest tax developments! Based on the popular “Key Issue” approach, this… learn more | |
| Auditing Standards Update and Review — #07862 | 2/1/2011 | Metro Portland | $300 | This course will focus on engagement efficiencies with the result being more profitable audits. This course will also include a… learn more | |
| Compilation and Review Standards Update and Review — #07863 | 2/2/2011 | Metro Portland | $300 | This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of… learn more | |
| GAAP Update and Review for Small and Medium-Sized Entities - NEW! — #07864 | 2/3/2011 | Metro Portland | $300 | The focus of this course is on those sections of the U.S. Accounting Standards Codification that are particularly relevant to small… learn more | |
| Advanced Controller and CFO Skills — #07865 | 2/16/2011 | Metro Portland | $290 | If you want to be secure in your position as the “financial sheriff,” you must be able to document your worth to the… learn more | |
| Key Tax Issues Facing Members in Industry — #07866 | 3/9/2011 | Metro Portland | $290 | Focus on key federal tax issues from the internal accountant’s point of view. Explore planning alternatives and weigh the tax… learn more | |
Registration
- Business Administrators: If you are already set up, simply login and you will be able to register the people linked to your business for courses. If you are not already a Business Administrator, learn how to become one for your office by contacting Member Services at 503-641-7200 / 1-800-255-1470, ext 4.
- CFP/CLE credit: Questions regarding OSCPA CFP/CLE credit? Contact the Professional Development team at 503-641-7200 / 1-800-255-1470, ext. 3; profdev@orcpa.org.
- Need assistance? Call 503-641-7200 / 1-800-255-1470, ext. 3, to reach the Professional Development Team. Or
download a form, and mail or fax to OSCPA. (Fax and address information is on the registration form.)
