CPE + Events Catalog

What can we do when the world changes constantly This four-topic presentation spotlights various methods to enhance decision-making in a dynamic, ever-changing environment, focusing on proven and new risk reduction techniques. We also take an in-depth look at the practices that work and the ones that do not. The focus is straightforward: understanding risk and getting the most return from risk reduction with verified approaches to increase profitability, since our mission is to increase the value of the organization. This day of the CFO Series will focus on these four topics: Acute Uncertainty Will Never Go Away: Can We Prevent Our Plans from Failing? Decision Making in a Non-linear World: What They Did Not Teach in Management Accounting Advanced Financial Analysis: Choosing the Right Tools in a World Full of Randomness Diversification: A Risky or Risk-Averse Strategy? This event is part of OSCPA's 2026 CFO Series, designed to provide a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to choose multiple days of CPE with a single decision. Each day consists of a subject-matter expert, leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level, colleague-to-colleague approach with case studies, group discussions, and team exercises. Register by May 1 and save $20 of this webcast. Register for the 2026 CFO Series Bundle and save up to $200 (that is $40 off each course)!

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.

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Construction and real estate are deeply connected — and now CPAs and accounting professionals will gather in one place. The new Construction & Real Estate Conference combines the most relevant updates, strategies, and industry insights into one comprehensive program.  We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available. A special thank you to the members of the Construction & Real Estate Project Committee for developing the 2026 conference. Thank you to our Gold Sponsors ImpactWest and Madras Accountancy.                                               

Construction and real estate are deeply connected — and now CPAs and accounting professionals will gather in one place. The new Construction & Real Estate Conference combines the most relevant updates, strategies, and industry insights into one comprehensive program.  A special thank you to the members of the Construction & Real Estate Project Committee for developing the 2026 conference. Thank you to our Gold Sponsors ImpactWest and Madras Accountancy.

New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like "LLM" and "agentic AI" really mean, and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance. This webcast is part of the new four-part AI for CPAs Series - Spring/Summer Bundle. The series delivers four, expert-led sessions designed to help you confidently navigate today’s rapidly evolving AI landscape. Each session is offered in a convenient, flexible virtual format - making it easy to join from anywhere, gain actionable insights and walk away with knowledge to immediately apply. You may purchase individually, or save up to $80 when purchasing the bundle (see below).

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ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it is a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put ChatGPT to work for you and your clients. It is designed as a "hands-on" course that facilitates your following along with the presenter while applying the features of ChatGPT on your computer. Practice files will be provided so that you don't have to expose your confidential data.

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Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, it a tool that every CPA should have a basic understanding of how to use it and apply it in usiness. This course will provide a comprehensive review and demonstration of how to put Google Gemini AI to work for you and your clients. It is designed as a "hands-on" course that facilitates you following along with the presenter to apply the features of Gemini on your computer. Practice files will be provided so that you don't have to expose your confidential data.

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The course will start out with a review of Oregon Administrative Rules & Oregon Revised Statutes and the Code of Professional Conduct. Then we will switch to the AICPA and address recent interpretations and proposals. The course includes a look at examples of ethics violations as well as case studies. Four hours will fly right by! There will be interactive breakout sessions in this webcast. NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.

This presentation focuses on four perspectives on how technology has changed our profession and life. Are you and your organization using AI? Are you using AI effectively? What happens when a teammate posts something offensive on social media? We must stay abreast of and be aware of the myriad uses, perils, ethics, and advantages of AI. What are the numerous considerations? The spotlight is to always enhance our skills and help our organization improve. Technology is always moving forward, just as we should. Otherwise, we risk being left behind. Join us to learn best practices. This day of the CFO Series will focus on these four topics: Living in the World of AI - How AI Has Changed Ethics Accounting in the Age of AI: What Every Leader Must Know About Using AI AI Is Not the Enemy: Practical Tools to Harness Technology Beyond Likes and Shares: Can Social Media Really Work at Work? This event is part of OSCPA's 2026 CFO Series, designed to provide a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to choose multiple days of CPE with a single decision. Each day consists of a subject-matter expert, leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level, colleague-to-colleague approach with case studies, group discussions, and team exercises. Register by May 1 and save $20 of this webcast. Register for the 2026 CFO Series Bundle and save up to $200 (that is $40 off each course)!

Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, and develop your ability to assess risk and materiality. Learn how AI can be used on engagements to enhance efficiency and quality. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

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From essential GASB and Yellow Book updates to insightful discussion on fraud and internal controls, the 2026 OSCPA Governmental Accounting & Auditing Conference is the perfect source of information for government accountants.YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity. We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available. Monday Evening Networking Social: Join us at the end of day one for networking, appetizers, and one complimentary drink—included with your conference registration.  Registration Note: Individuals working at a municipality and who are not eligible to be an OSCPA member, are eligible for the member rate. To receive this rate, in the cart, top right "Promotion Code" box, enter the "MEMRATE" promo code. This will apply the member rate. NEW Location: Best Western Plus Agate Beach Inn, Newport, OR. Perched atop a secluded hill, Best Western Plus Agate Beach Inn offers a breathtaking vantage over the Pacific Ocean and Yaquina Head Lighthouse. A haven of tranquility, it provides panoramic views and a serene escape from the bustle of typical surrounding hotels. Hotel Accommodations and Reservations:Best Western Plus Agate Beach Inn, 3019 North Coast Highway, Newport, OR 97365 OSCPA Room Rates: $144/night (Hillside)* or $184/night (Ocean View), plus applicable taxes. *Special room rates are available for government employees. Government per diem rate is $120/night (Hillside), plus applicable taxes. All room rates are based on single occupancy. Each additional adult will be charged $20.00 per room, per night. Room rates are available two days prior and two days post meeting dates. Subject to room availability. Call the hotel directly at 541-265-9411 (ask for Rita) to reserve and mention the OSCPA Governmental Accounting & Auditing Group. A special thank you to the members of the Governmental Accounting & Auditing Strategic Committee for developing the 2026 conference.

From essential GASB and Yellow Book updates to insightful discussion on fraud and internal controls, the 2026 OSCPA Governmental Accounting & Auditing Conference is the perfect source of information for government accountants.YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity. Registration Note: Individuals working at a municipality and who are not eligible to be an OSCPA member, are eligible for the member rate. To receive this rate, in the cart, top right "Promotion Code" box, enter the "MEMRATE" promo code. This will apply the member rate. A special thank you to the members of the Governmental Accounting & Auditing Strategic Committee for developing the 2026 conference.

This course delivers a comprehensive and strategy-driven approach to income tax planning for high-net-worth clients. As wealth grows, so do the complexities of tax exposure, asset allocation, charitable planning, retirement optimization, and real estate strategies. Practitioners must understand how to apply advanced tax planning techniques that minimize liabilities while aligning with long-term wealth-building objectives.In this course, you will explore practical, real-world strategies covering step-up-in-basis optimization, retirement plan maximization, RMD reduction strategies, real estate investment structuring, charitable giving efficiency, tax-advantaged education and healthcare planning, and multi-account asset allocation. The course emphasizes proactive planning, coordination between investment and tax decisions, and actionable insights you can immediately apply to your high-income and high-net-worth clients. OSCPA has partnered with the Washington Society of CPAs for this event.

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This comprehensive course empowers professionals to revolutionize their organization's communication and collaboration strategies using Microsoft 365's powerhouse tools: Outlook and Teams. Participants will dive deep into the major features and functions of Microsoft Teams, including chat, meetings, webinars, and seamless integration with SharePoint for storage and real-time collaboration. They'll discover how to leverage Teams effectively for in-office, hybrid, and remote work environments, maximizing productivity and streamlining communication across their organization. Beyond Teams, the course delves into Outlook's advanced capabilities, offering practical tips and tricks to enhance email management, calendar organization, and contact sharing. Attendees will also explore other essential Microsoft 365 applications, such as SharePoint, Planner, To Do, Whiteboard, and OneDrive, to create a unified and efficient digital workspace. These tools will help professionals organize tasks, visualize ideas, and securely store and share files. By the end of this course, participants will be equipped with the skills to transform their organization's collaboration efforts, boost productivity, and harness the full potential of Microsoft 365's communication and productivity tools.

Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this is a course that teach how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates you following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don't have to expose your confidential data.

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In today's digital age, financial professionals are at the forefront of a relentless battle against identity theft and data breaches. With cybercriminals constantly evolving their tactics, staying one step ahead is no longer just an option—it's a necessity. This course offers a deep dive into the mechanisms of digital threats, equipping attendees with the vital knowledge and strategies required to safeguard their clients' sensitive information. Participants will gain insights into the latest attack profiles and breach methods, learning not just how to react, but how to proactively protect against potential security compromises. Understanding that prevention is only half the battle, the course also provides a comprehensive guide on recovery from identity theft and data breaches. Attendees will leave with actionable recommendations for enhancing security measures and an informed perspective on the nuances of digital defense. This is an opportunity for financial experts to fortify their defenses against the ever-present danger of cyber threats. Don't miss the chance to enhance your expertise—secure your spot now and empower yourself with the tools to maintain the integrity and trust that is the foundation of your profession.

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.

National Chair of the American Academy of Attorneys-CPAs Ethics Committee, instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the Board of Accountancy Administrative Rules for CPAs.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.

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If you prepare Form 1065s or have clients who receive K-1s from partnerships you will want to attend this course! The IRS is battling with some of the largest partnerships in the Country over self-employment taxes and this will have major implications for all partnerships going forward. We'll provide a broad overview of self-employment tax application for partners including LLC members and Limited Partners including up-to-the-minute changes. We will provide planning ideas on structuring to minimize self-employment tax for partners. We'll also cover the benefits of paying SE tax (an often-overlooked element of planning).

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Elevate your Excel expertise with K2's Advanced Excel program! This laptop-friendly course is designed for experienced Excel users who are ready to take their skills to the next level. In this session, you will master critical advanced Excel skills in six key areas: Collaborating seamlessly with other users and securing your workbooks Utilizing tables to analyze and report data efficiently Integrating and manipulating data from external sources with ease Creating and auditing complex formulas Harnessing advanced data analysis tools for deeper insights Employing visualization techniques to communicate information effectively Drawing from over thirty years of experience in delivering Excel training to accountants and business professionals, this program is packed with relevant, real-world examples that reinforce the topics presented. Don't miss this opportunity to become more efficient and proficient in Microsoft Excel, the go-to tool for accounting and financial professionals. This course covers advanced Excel topics that are essential for business success. Participate in this session to elevate and transform your Excel skills!