CPE + Events Catalog
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. YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity. Registration Note: Individuals working at a nonprofit and who are not eligible to be an OSCPA member, are eligible for the member rate. To receive this rate, please call 503-641-7200 / 800-255-1470, ext. 3. Note: In-person seats are limited so early registration is suggested. Prefer to attend via livestream webcast? Register to attend via webcast! A special thanks to the members of the Not-for-Profit Strategic Committee for developing the 2024 Not-for-Profit Conference: Gary Iskra - Chair, Jennifer Perrier - Conference Chair, Thomas Achor, Erica Aitken, Alexandra Aranda, Cynthia A. Barber, Cynthia P. Bartholomew, James H. Brinkman, Gerald W. Burns, Shirley D. Cyr, Christopher Dahlvig, Michael K. Farnsworth, Michelle J. Gall, Ian R. Gelfand, Todd D. Kimball, Lorelei G. Martin, Gary N. McGee, Jason T. McGill, Ryan E. Miller, Sarah K. Moll, John Ng, Kristina L. Oliveira, Cheryl R. Olson, Jennifer Perrier, Russell D. Price, Robert M. Prill, Joseph Rosevear, Katie L. Sheffield, Mylen N. Shenker, Kathleen L. Sohl, Eugene L. Stewart, Brooke A. Stout, Sandra A. Suran, Suzanne B. Taylor and Kellie R. White. Thank you to our 2024 Gold Sponsors: CLA, Heritage Bank, Umpqua Bank, and YPTC!
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. YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity. Registration Note: Individuals working at a nonprofit and who are not eligible to be an OSCPA member, are eligible for the member rate. To receive this rate, please call 503-641-7200 / 800-255-1470, ext. 3. Prefer to attend in-person at the Sheraton Hotel Portland Airport? Register to attend in-person! A special thanks to the members of the Not-for-Profit Strategic Committee for developing the 2024 Not-for-Profit Conference: Gary Iskra - Chair, Jennifer Perrier - Vice Chair, Thomas Achor, Erica Aitken, Alexandra Aranda, Cynthia A. Barber, Cynthia P. Bartholomew, James H. Brinkman, Gerald W. Burns, Shirley D. Cyr, Christopher Dahlvig, Michael K. Farnsworth, Michelle J. Gall, Ian R. Gelfand, Todd D. Kimball, William S. Manne, Lorelei G. Martin, Gary N. McGee, Jason T. McGill, Ryan E. Miller, Sarah K. Moll, John Ng, Kristina L. Oliveira, Cheryl R. Olson, Jennifer Perrier, Russell D. Price, Robert M. Prill, Joseph Rosevear, Katie L. Sheffield, Mylen N. Shenker, Kathleen L. Sohl, Eugene L. Stewart, Brooke A. Stout, Sandra A. Suran, Suzanne B. Taylor and Kellie R. White. Thank you to our 2024 Gold Sponsors: CLA, Heritage Bank, Umpqua Bank, and YPTC!
Women’s Leadership Series: Navigating Burnout in the CPA Profession (1 hour - morning) [NT] - NEW! - Webcast
-
Online
1.0 Credits
Member Price: $49
In the demanding world of the CPA profession, burnout has become an increasingly prevalent and concerning issue, especially among women. Long hours, tight deadlines, and the ever-evolving landscape of financial regulations can take a toll on even the most resilient professionals. This session aims to shed light on the pervasive issue of burnout within the CPA profession and provide practical strategies for prevention, intervention, and recovery. Join us for an exploration of the unique stressors faced by women and the impact of burnout on individual well-being, team dynamics, and overall organizational performance. OSCPA has partnered with the Virginia Society of CPAs (VSCPA).
K2's Excel Essentials for Staff Accountants – Webcast
-
Online
8.0 Credits
Member Price: $310
Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel.This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a "laptop-friendly" environment, and participants will have access to all the demonstration files. In sum, this seminar is a "must" for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
K2's Excel Tips, Tricks, and Techniques for Accountants – Webcast
-
Online
8.0 Credits
Member Price: $310
Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes.Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.
K2's Advanced Excel – Webcast
-
Online
8.0 Credits
Member Price: $310
If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2's Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.
Oregon Ethics and New Developments (4 hours - morning) – Webcast Replay
-
Online
4.0 Credits
Member Price: $185
Award winning 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 case studies.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.
CFO Series: Advanced Profit Enhancements – 6 Tech & 2 [NT] – NEW! – Webcast
-
Online
8.0 Credits
Member Price: $290
CFO Series - Day 1This four-topic event focuses on three separate, proven tactics to increase profitability, including cost reductions, revenue enhancements, reducing investment, avoiding waste, and taking a more integrated look at avoiding risk. We also look at methods to optimize the return from the marketing function.The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year 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 6 and save $25. That's a savings of $100 on the full series! CFO Series - Day 2: May 13, 2024 – CFO Series: Employees Today and Tomorrow [NT] – NEW! – WebcastCFO Series - Day 3: June 14, 2024 – CFO Series: Chief Reviewer – NEW! – WebcastCFO Series - Day 4: June 19, 2024 – CFO Series: The Effective CFO – 4 Tech & 4 [NT] – NEW! – WebcastEach topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!
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!
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!
CFO Series: Employees Today and Tomorrow [NT] – NEW! – Webcast
-
Online
8.0 Credits
Member Price: $290
CFO Series - Day 2The war for talent is ongoing. We review four topics, concentrating on today’s employment realities, getting the most from your team, how to attract and retain talent, how utilizing the employment life cycle can deliver better performance, and how re-invigorating careers (yours and others) can make our professional role easier and deliver better financials. The cost of ‘mismanagement’ is huge, and we discuss tactics to help you and your colleagues improve. You and your team can do better, and we will discuss how.The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year 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 6 and save $25. That's a savings of $100 on the full series! CFO Series - Day 1: May 10, 2024 – CFO Series: Advanced Profit Enhancements – 6 Tech & 2 [NT] – NEW! – WebcastCFO Series - Day 3: June 14, 2024 – CFO Series: Chief Reviewer – NEW! – WebcastCFO Series - Day 4: June 19, 2024 – CFO Series: The Effective CFO – 4 Tech & 4 [NT] – NEW! – WebcastEach topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!
2023 AICPA Regulatory Ethics Update (2 hours)
-
Online
2.0 Credits
Member Price: $79
The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updated existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant.
Auditing Digital Assets, Part I (2 hours)
-
Online
2.0 Credits
Member Price: $118
Auditing entities that hold or transact digital assets (bold) Would you like to better understand the environment of digital asset transactions? Have you ever wondered if you should accept or continue a client engagement? This webcast will help you identify challenges, risks and factors to consider when deciding to accept or continue with a client who holds or transacts with digital assets. During the webcast and discussion, you will learn: The Digital Assets Working Group's mission and the process through which nonauthoritative guidance is developed What private keys are and ways to safeguard them and the digital assets to which they enable access About the rapidly evolving nature of the digital asset ecosystem that may lead to challenges when performing required procedures surrounding laws and regulations You will gain: Insight into the unique aspects of the risk assessment process when involved in the digital assets space Awareness of the pseudo-anonymous nature of digital asset transactions that may lead to challenges in performing required procedures surrounding related-party relationships and transactions with related parties You will also gain access to valuable resources: Accounting for and Auditing of Digital Assets Practice Aid Blockchain Universal Glossary Webcast: Accounting for Digital Assets under U.S. GAAP Digital Asset Resources
Key Cybersecurity Controls for CPAs (2 hours)
-
Online
2.0 Credits
Member Price: $89
This course will provide overview of key cybersecurity security domains that CPA's should evaluate in an audit. It will provide an overview of each security domain, and an overview of how to evaluate and assess the sufficiency of the cybersecurity control. Examples of security domains that will be covered include: Change management Access management Data integrity This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (2 hours)
-
Online
2.0 Credits
Member Price: $79
This course helps the practitioner understand not only how to make the portability election, but how it can provide overall tax benefits to surviving spouses and beneficiary of estates that fall below the federal estate exclusion amount. We will look at who should and can make the election, how the election is made and how to opt out, the requirements for filing Form 706, along with comparing the benefits of electing portability to conventional credit shelter trust planning. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Perplexing Financial and Economic Issues for the CFO/Controller
-
Online
8.0 Credits
Member Price: $279
For CFOs and Controllers, the emergence of regulatory, fiscal, and monetary policy directly impacting their organizations' costs, competitiveness, and financing options, are causing them to understand the effect of shocks well outside of their control. The Dodd-Frank Act, health care reform, shortfalls in Social Security, unfunded pension liabilities, and deficit spending will all be explored relative to their impact on the CFO/Controller and your organization.
Walter Haig's Personal Financial Health Checkup
-
Online
8.0 Credits
Member Price: $239
This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Managing with a CEO Mentality (1 hour) [NT]
-
Online
1.0 Credits
Member Price: $55
In this session, Sharrin Fuller of Glass Wallet Ventures will help attendees identify how to overcome the most common and challenging mental roadblocks standing in the way of success, starting with one of the most limiting F-words of all: fear. Sharrin, who has built and grown multiple businesses and scaled and sold her own accounting firm, will show attendees how to tap into their own uninhibited business potential by focusing on being fearless, financially savvy, and future-oriented while empowering business owners to foster a culture of forgiveness and learning from failures. She will also support their vision for the future via a standardized approach to managing people and processes; and take the emotion out of key decisions so that the business wins over personal interests. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 405: Designing Internal Controls for Smaller Entities (2 hours)
-
Online
2.0 Credits
Member Price: $89
Internal Controls to Mitigate Financial Reporting Risk - Designing Stronger Internal Controls for Small or Mid-Size Entities provide practical analysis and tips for how a reporting entity can manage financial reporting risk in an effective and efficient way. Internal controls are applied within an organization to satisfy objectives related to operations, compliance, and financial reporting. This module will also differentiate the auditor's responsibilities for internal controls under Sarbanes Oxley, Government Auditing Standards and Single Audit Act requirements. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities for designing or evaluating the design of internal controls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Power, Influence, and Ethics (2 hours) (NT)
-
Online
2.0 Credits
Member Price: $79
Powerful people can choose to undermine or elevate morality in their sphere of influence and authority. Why do some succumb to the dark side of power? This updated course explores the complex relationship between power and morality in our own times. It illustrates enduring ethical principles through recent examples of prominent leaders who rationalized or ignored their abuses of power and disrespected fundamental ethics. This session uses findings from modern science to explain why and how power heightens self-focus and indulges unethical tendencies. It also demonstrates how the universal law of reciprocity guarantees a countering desire and effort to exact consequences from offenders. Whether you aspire to be influential or already possess authority, understanding the insidious side of power and influence can help you walk the tightrope of leadership accountability without falling into an abyss of consequences.