CPE + Events Catalog
Effective Oct. 1, 2025: Washington residents will be charged state & local sales tax on OSCPA live webcast events. For more information, visit the CPE FAQs. If your residence is no longer in Washington, please update your member profile here.
SALT Mastery Series Bundle
Multiple Events Between -
Up to 6.0 Credits
Member Price: $165
A Deep Dive into State and Local Tax TopicsUnlock the secrets of effective state and local tax strategies with our comprehensive SALT Mastery Series! Elevate your expertise, stay ahead of legislative changes, and gain practical insights tailored for tax professionals. Join us for an in-depth exploration of advanced techniques, guided by industry-leading experts. Don’t miss this opportunity to master the complexities of SALT and transform your tax practices. Sign up today and take the first step towards becoming a SALT expert! There are 10 courses in the bundle. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the SALT Mastery Series bundle and save up to $140!
Not-for-Profit Knowledge Network: Bundle - Webcast
Multiple Events Between -
Up to 3.0 Credits
OSCPA Members: Add this Not-for-Profit CPE Webcast Bundle for FREE! The OSCPA Not-for-Profit Knowledge Networks offer a great opportunity to explore important not-for-profit topics in one-hour informal discussions with experts and peers - and to obtain valuable CPE.
SALT Mastery Series: Multnomah County / City of Portland Taxation Update (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $69
Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues! This in-depth 2-hour session will walk you through how these local taxes are calculated and update important taxation issues in Multnomah County and the City of Portland.
SALT Mastery Series: City of Portland, Multnomah County, and Metro Taxes: Practitioner Perspectives (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $69
Join experienced local practitioners for their practical perspectives on the City of Portland, Multnomah County, and Metro Taxes, including compliance requirements, apportionment, pass-through entity considerations, and interaction with other tax programs. Practitioners will offer their perspectives on tax planning and strategies for these tax programs, insight into potential future developments, and suggestions for communicating with clients. This program will cover the City of Portland, Multnomah County, and Metro business and personal tax programs.
SALT Mastery Series: Oregon Department of Revenue Update (2 hours - afternoon) - Webcast
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Online
2.0 Credits
Member Price: $69
Join your colleagues for this two-hour technical session to obtain a practical update on Oregon Department of Revenue hot topics.
Winter Governmental Auditing & Accounting Conference - Webcast
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Online
8.0 Credits
Member Price: $315
This conference will cover a general overview of current developments in governmental auditing and accounting, and will provide the knowledge that governmental auditors need!YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.
Oregon Ethics and New Developments (4 hours - morning) - Webcast Replay
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Online
4.0 Credits
Member Price: $185
All the ethics you need to know! Award winning and entertaining discussion leader Mark Hugh will review the AICPA Code of Professional Conduct and key Oregon differences; discuss new developments at the national and state level in ethics in the last two years; best practices for CPAs in public accounting and industry; highlight emerging issues; and discuss Oregon administration and enforcement, including examples of recent disciplinary actions.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.
Pat Garverick's Hands-On Tax Return Workshop: S Corporations (Form 1120S) - Webcast
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Online
8.0 Credits
Member Price: $315
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns.
Pat Garverick's Hands-On Tax Return Workshop: Partnership & LLCs (Form 1065) - Webcast
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Online
8.0 Credits
Member Price: $315
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of partnership, limited liability company (LLC) and limited liability partnership (LLP) taxation. A cornerstone of this course is the preparation of the Form 1065 using a fairly complex trial balance common to most partnership, LLP and LLC income tax returns.
Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $105
Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medical expenses and foreclosure. Corporate bankruptcies, on the other hand, are often the result of several factors, including excessive debt, decreased demand, increased costs, lawsuits or poor accounting practices. It is no secret bankruptcy filings will see a tremendous uptick in the wake of the Covid-19 pandemic. As an accountant, CFP, attorney or other professional, you need to be able to discuss the process and different available courses of action with your clients. Both landlords and tenants will be influenced tremendously. Individuals will look to your advice for a discharge and new start. Businesses will do the same and will also need to advise loyal employees. Creditors will receive proofs of claim and look to you for your expertise. Take this course and make sure you can speak fluently to both creditors and debtors. As trusted advisors, then, professionals should have a basic understanding of the bankruptcy process. This course provides a thorough review of the consumer and corporate bankruptcy practice. Participants in this course will gain an understanding of how consumer and corporate bankruptcy proceedings begin and end, as well as learn about key issues that affect debtor and creditor rights during bankruptcy. This course provides information from the perspective of both debtor and creditor. Although bankruptcy concerns the debts of the debtor, the Bankruptcy Code provides substantial protections to creditors. Creditor rights, however, vary widely depending on the status afforded the creditor under the Bankruptcy Code. Do yourself, your clients and your profit margin a favor and sign up for this invaluable program.OSCPA has partnered with the Washington Society of CPAs for this event.
Accounting & Auditing for Cryptocurrency (1 hour)
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Online
1.0 Credits
Member Price: $39
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Bitcoin and crypto have been in the news recently for a variety of reasons. This course will cover the basics of accounting and auditing for cryptocurrency, including recent standard setting by the FASB as well as a look at the AICPA's Accounting for and Auditing of Digital Assets practice aid.
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Beyond the Basics: Financial Ratios You Might Be Overlooking (1 hour)
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Online
1.0 Credits
Member Price: $55
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Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Ethical AI Practices for CPAs: Ensuring Responsible Use (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 25-26 (2 hours)
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Online
2.0 Credits
Member Price: $99
Form 709 is filed by many tax practitioners but are frequently filed incorrectly. Especially troublesome is reporting the gift correctly on Schedule A, making the correct GST allocations and meeting the adequate disclosure requirements. This program will review common problems for preparers and provide examples of presentations for many of the frequently reported gifts in recent years.
Fraud Stories Series January 2026 (2 hours)
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Online
2.0 Credits
Member Price: $99
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Each course in the Fraud Stories Series will examine a fraud case in detail. What factors lead the company to go astray? What could have prevented the fraud? What lesson can be learned? Be sure to register for each course in this series. A new case presented Live at every session! Fraud Stories Series September 2025 Fraud Stories Series November 2025 Fraud Stories Series January 2026 Fraud Stories Series March 2026
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Surgent's Making Sense of Essential OBBBA Provisions (2 hours)
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Online
2.0 Credits
Member Price: $119
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When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law to their advantage. This program is an introduction and review of some of these critical changes and their impact on individual and business taxpayers. By taking this program, accounting and finance practitioners will have a broader, deeper understanding of many of the OBBBA changes that impact their clients. This course is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting clients and perhaps their businesses.
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Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (4 hours)
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Online
4.0 Credits
Member Price: $159
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With the AICPA's heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor's overall responsibility to provide high quality services, the focus on compliance with professional standards has never been greater. Add to that the requirement to implement the revised risk assessment standards (SAS 145) and it's easy to see why it's more important than ever to ensure that auditors have a good understanding of the requirements and comply with documentation standards. Recent peer reviews have indicated that auditors are often failing to perform and/or document certain critical components of an audit such as the auditor's assessment of risk and linking the results of the assessment to substantive procedures performed. In addition, auditors are not adequately documenting their consideration of fraud, expectations in analytical procedures and the appropriate level of work needed to understand an entity's internal control. The AICPA issued its Quality Management Standards in 2022. Firms are required to implement the standards by December 15, 2025. And the firm's evaluation of the System of Quality Management is required within one year after that. This is not just a matter of tweaking the firm's existing QM document, the standard requires a risk assessment process to identify risk. The objective of the course is to provide the insights necessary to help auditors and accountants improve not just the quality of their work but also the perception of the accounting profession as a whole. We will focus on the most significant items resulting in deficiencies identified in the peer review process. We will also discuss the applicable audit standards, documentation requirements, and best practices. We will address the new QM standards.
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Building Personal Leadership Skills (4 hours) [NT]
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Online
4.0 Credits
Member Price: $129
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People skills are the most significant skills that professionals need to develop and yet are often the last skills perfected. This course will help participants understand personality types and the successful interactions with clients, peers and family. In addition, participants will learn Neuro-linguistic programming and develop the ability to better understand nonverbal language, which is key to communication. Participants will also learn techniques to enhance memory and to improve the ability to recall key facts.
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Exploring the New Lease Accounting Standard (2 hours)
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Online
2.0 Credits
Member Price: $89
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It's a whole new world for lessees under ASC topic 842. This program will dive into the new standard on leases and its impact on every size entity, review effective dates, and address what you need to know now. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Cash Management: Strategies for Long-Term Success (2 hours)
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Online
2.0 Credits
Member Price: $79
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Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich. Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively. This session will cover a wide variety of day-to-day cash management tools.
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