CPE + Events Catalog
Not-for-Profit Knowledge Network: AI & ChatGPT (1 hour - morning) - Webcast
-
Online
1.0 Credits
The OSCPA Not-for-Profit Knowledge Networks offer a great opportunity for members to explore important not-for-profit topics in one-hour informal discussions with experts and peers - and to obtain valuable CPE. More details coming soon!
Not-for-Profit Conference - Portland
-
Portland
8.0 Credits
Member Price: $310
Learn about new developments and the latest topics of interest to CPAs and other accounting professionals in the not-for-profit sector. General Sessions: FASB Update Nonprofit Lightning Round Panel Concurrent Sessions: (Choose one from each session) Session A A1: Federal & State Tax Update A2: Revenue Recognition for Grants Session B B1: Internal Controls in a Hybrid Environment B2: How to Communicate with Board Members Session C C1: Employment Law/Compensation C2: Single Audit Update
Not-for-Profit Conference - Webcast
-
Online
8.0 Credits
Member Price: $310
Learn about new developments and the latest topics of interest to CPAs and other accounting professionals in the not-for-profit sector. General Sessions: FASB Update Nonprofit Lightning Round Panel Concurrent Sessions: (Choose one from each session) Session A A1: Federal & State Tax Update A2: Revenue Recognition for Grants Session B B1: Internal Controls in a Hybrid Environment B2: How to Communicate with Board Members Session C C1: Employment Law/Compensation C2: Single Audit Update
K2's Excel Essentials for Staff Accountants – Webcast
-
Online
8.0 Credits
Member Price: $310
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
K2's Excel Tips, Tricks, and Techniques for Accountants – Webcast
-
Online
8.0 Credits
Member Price: $310
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel
K2's Advanced Excel – Webcast
-
Online
8.0 Credits
Member Price: $310
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
Oregon Ethics and New Developments (4 hours - morning) – Webcast Replay
-
Online
4.0 Credits
Member Price: $185
The AICPA Code of Conduct Oregon Board rules and recent changes New national and Oregon state developments Case studies
Construction Industry Conference – Portland
-
Portland
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!More details coming soon!
Construction Industry Conference – Webcast
-
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!More details coming soon!
Tax Depreciation: Review and Update (2 hours)
-
Online
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics
What's Your Brand Reputation? Determine and Drive How Others See You (2.5 hours) (NT)
-
Online
2.5 Credits
Member Price: $89
Presence
Basics of the Valuation of a Closely Held Business (4 hours)
-
Online
4.0 Credits
Member Price: $159
When a valuation in a closely held business would be needed Governing bodies, training, and certifications in the profession Standards and premises of value The basic approaches and methodologies used to value a business: income, market, and asset approaches Rules of thumb/industry valuation multiples: usefulness and limitations Discounts for lack of control and marketability The COVID-19 pandemic's impact on business valuation Common mistakes found in the application of business valuation approaches How the accountant can help during and after the valuation process
Preparation, Compilation, and Review Engagements: Update and Review (4 hours)
-
Online
4.0 Credits
Member Price: $213
Overview of preparation, compilation and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard setting projects
Yellow Book: Staying Compliant with Government Auditing Standards (8 hours)
-
Online
8.0 Credits
Member Price: $332
Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS) General requirements for complying with the Yellow Book Ethics, independence, and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements Fieldwork standards for performance audits Reporting standards for performance audits
You Don't Know What You Don't Know About Microsoft Excel
-
Online
8.0 Credits
Member Price: $239
The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryNote: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
Auditing, SSARS and Attest Update (1 hour)
-
Online
1.0 Credits
Member Price: $89
The major topics covered in this course include:Recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services CommitteeRecently issued New Quality Management StandardsHighlight of projects in progress at the Public Company Accounting Oversight Board and International Auditing and Assurance Standards BoardRecap of recent changes and present common peer review findings and best practices to improve practice quality
Best Practices For An IRS Levy Or Wage Garnishment (1 hour)
-
Online
1.0 Credits
Member Price: $55
The major topics covered in this course include:Learning the pre-levy notice requirements.Knowing what the levy exemptions are.Proposing levy alternatives.Understanding the difference between wrongful levy versus erroneous levy.Knowing how to employ levy mitigation techniques.
Accounting Update in a Post COVID-19 World (2 hours)
-
Online
2.0 Credits
Member Price: $79
Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Financial statement disclosures Exploring liquidity options Other current events as appropriate.
Business Losses: Going Backward and Forward (2 hours)
-
Online
2.0 Credits
Member Price: $79
Recent legislative developments for deducting business losses TCJA net operating losses rules of 461(l) 163(j) Business Interest Expense Limitations of deducting losses and basis What is the "quickie" refund Section 465: At-Risk amount Section 469 Passive Activity Loss rules
QuickBooks ONLINE – Monthly Closeouts and Year-End Cleanups (2 hours)
-
Online
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.