CPE + Events Catalog
Women’s Leadership Series: Navigating Burnout in the CPA Profession (1 hour - morning) [NT] - NEW! - Webcast
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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
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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
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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
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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
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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
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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
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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
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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
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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!
Emotional Intelligence: The Critical Factor in Success (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
Emotional intelligence is an individual's capacity to understand both their own and other people's emotions, as well as how to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social success. Every business leader can improve their Emotional Intelligence, including you. Many businesses utilize EI for promotions and hiring. This session will discuss the twelve keys to EI and proven tactics to help every aspiring leader "work smarter". This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Individual Tax Update: Recent Developments (2 hours)
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Online
2.0 Credits
Member Price: $89
A discussion of the latest 2021/222 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Promoting Mental Health in the Workplace to Prevent Violence (1 hour) (NT)
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Online
1.0 Credits
Member Price: $39
Employees, now more than ever, are experiencing stress, anxiety and other mental health challenges and all of those come with them each day to the workplace. In order to ensure the safety and security of their workplace, employers need to address these issues and support their employees. Join us to discuss the challenges to providing mental health support to employees, the potential risks of deprioritizing mental health, and tangible actions employers can take to support the mental health of their work group. The cost of providing mental health resources and support pales in comparison to the cost of NOT providing it. Make a plan. Be ProActive.
Generation Skipping Transfer Tax 2023 (1 hour)
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Online
1.0 Credits
Member Price: $49
This advanced course is designed to compliment the 4-part 706 Preparation Series and will discuss various aspects of the Generation Skipping Transfer Tax.
Leverage Integrated Technology Ecosystem to Maximize Profit (1 hour)
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Online
1.0 Credits
Member Price: $55
Dawn Brolin, author of the new book, "The Designated Motivator for Accounting Professionals", leads this practical, play-by-play session to help you understand the key positions that every firm needs to fill with the right technology solutions and provider partnerships. Attendees will learn how to leverage integrations between all technology applications for tax, accounting, client experience, and administrative workflows. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Fiduciary Accounting for Estates and Trusts – 2 Hours (2 hours)
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Online
2.0 Credits
Member Price: $79
Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting.
2023 Taking a Global View of Professional Ethics (2 hours)
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Online
2.0 Credits
Member Price: $79
Just as there is some convergence of U.S. accounting standards (GAAP) with international standards (IFRS), a convergence of U.S. professional ethics standards (AICPA Code of Professional Conduct) with the international Code of Ethics for Professional Accountants is continuing to emerge. This workshop compares these two sets of ethics standards, emphasizing both the theoretical aspects and practical implications for today's accounting professionals.
K2's 2023 Introduction To Excel Macros (4 hours) (NT)
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Online
4.0 Credits
Member Price: $129
You have used Excel for years and perhaps Lotus 123 before that. And through all that time, you have repeatedly said, "One day, I'll learn how to write macros." Finally, that time has arrived because this four-hour program will introduce you to the wide world of Excel macros and Visual Basic for Applications (VBA). This course teaches the fundamentals of creating and working with macros in Excel and is designed specifically for those with little experience working with macros. More specifically, taking this course will teach you how to use Excel's Macro Recorder to write simple yet effective macros. You will also learn how to secure and share macros with other Excel users and create user-defined functions to solve specific accountant-centric problems in Excel. Further, you will learn how to create macros that run when a user opens a workbook and VBA basics. Don't miss this unique opportunity to learn how to begin working with macros - one of Excel's most powerful tools.
Meet Me At The Intersection Of Fraud And Ethics (4 hours)
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Online
4.0 Credits
Member Price: $129
This course initially explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry.
Creating A Coaching Culture in Your Company (3 hours) (NT)
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Online
3.0 Credits
Member Price: $99
This course explores the coaching principles, concepts, frameworks, techniques and competencies that will lead to a management style that emphasizes coaching as a style in lieu of a more autocratic or even more participative approach. The course illustrates how a coaching style leads to a highly desired company culture. This process takes the attendee through a coaching process that can be applied to various situations. Results from coaching are covered as are measuring the success of coaching. The attendee will walk away with the skills necessary to begin leading their company towards a coaching culture that will leave employees motivated and driven to higher levels of innovation from the empowerment of the new coaching culture.
Documenting Internal Control (1 hour)
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Online
1.0 Credits
Member Price: $71
Documenting internal controls Familiarize yourself with commonly used documentation tools, such as narratives, flowcharts, internal control questionnaires and control matrixes. Walk through COSO's internal control template used to document an assessment of a system on internal control.