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
Tax Update for 2024Jim Lundy Economic UpdateSteve Scranton, CFA, Washington Trust Bank Transactional Taxes - CAT Updates & More!RL Widmer And more!
Construction Industry Conference – Webcast
-
Online
8.0 Credits
Member Price: $310
Tax Update for 2024Jim Lundy Economic UpdateSteve Scranton, CFA, Washington Trust Bank Transactional Taxes - CAT Updates & More!RL Widmer And more!
Staying SASsy – A Look at Recent Auditing Standards (1 hour)
-
Online
1.0 Credits
Member Price: $39
Revised audit report layout Various auditing standards that will soon be effective Selected-procedures engagements and other attestation developments.
Common Audit and Financial Reporting Deficiencies in State and Local Governments (2 hours)
-
Online
2.0 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
S Corporation Essentials: Stock & Loan Basis Reporting (2 hours)
-
Online
2.0 Credits
Member Price: $79
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
Crucial Tax Topics 2021-2022 with Art Werner – Converting to a Roth IRA (2 hours)
-
Online
2.0 Credits
Member Price: $79
The Roth conversion evaluation process Impact of (likely to pass) proposed legislation on IRAs Exploring how the SECURE Act's 10 year rule decimates most estate plans Most IRA trusts don't work anymore - Roths to the rescue Benefits and pitfalls of a Roth conversion Projecting income tax on conversions - The many impacts of the game Extraordinary Roth IRA estate planning/estate tax advantages now and later The beauty of no income tax at retirement (will I run out of money?) How to avoid paying too much tax on a Roth conversion The permanent nature of a Roth conversion (the hard TCJA hand slap) IRA conversion myths to promptly dispose of Know that you know when to move your checker on the board
Taxation of Judgements and Settlements (2 hours)
-
Online
2.0 Credits
Member Price: $89
The major topics covered in this class include:Types of damages or remedies that can be awarded or agreed upon pursuant to litigationReview of the Internal Revenue Code and regulations governing the taxation of various types of litigation paymentsSuggestions for drafting pleadings or settlement agreements
The Bank Your Brain Blueprint for Accounting Professionals (1 hour) [NT]
-
Online
1.0 Credits
Member Price: $55
The major topics covered in this class include:Growing your business revenue using thought leadership, speaking, educating, membership communities and PR effortsHow to create a business plan for thought leadership and impact within the accounting and other professional services channelsPricing your services as a thought leader or educator as you determine key channels for your Professional Knowledge Brand products
K2'S 2022 Windows 11 – What End Users Need To Know (2 hours)
-
Online
2.0 Credits
Member Price: $79
Productivity improvements in Windows 11 How to work with virtual desktops Customizing the user environment Improved security tools available in Windows 11
Tales from the Darkside: IRS Enforcement of Cryptocurrency (2 hours)
-
Online
2.0 Credits
Member Price: $89
The major topics covered in this class include:Overview of Bitcoin and cryptocurrenciesDefinition of proof of work and proof of stakeTax laws regarding cryptocurrency transactionsDefinition of common money laundering laws involving cryptocurrenciesTools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigationsReal life examples of cryptocurrency used in criminal activities
CFO Series: Enhancing Sales: Work with Sales to Drive Result (2 hours)
-
Online
2.0 Credits
Member Price: $89
The major topics covered in this course include:Understanding the sales function and sales team.Differing backgrounds, expectations and motivations.Developing strong relationships, credibility, and trust.How to ascertain what Sales really needs.Effective incentive plans that can be understood by the sales team.Becoming the key support person for sales.Communicating value and profitability and explaining risk.
Artificial Intelligence Fundamentals for CPAs 2023 (4 hours)
-
Online
4.0 Credits
Member Price: $159
• What is intelligence? In what areas are AI processes superior or interior to humans right now? • Grief history of AI and what we've learned thus far. • The three phases of AI and the direction they're headed. • Examples of competitive applications of AI in the accounting profession.
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (2 hours)
-
Online
2.0 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87