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!
Tell Me a Story: Don't Just Simply Relay Your Financial Results 2023 (3 hours) [NT]
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Online
3.0 Credits
Member Price: $129
Everyone enjoys a good story. Stories create mental pictures, stimulate critical thinking and provide concrete examples of theoretical concepts. Learn to become a memorable speaker who can move, motivate and lead others through the craft of storytelling. Don't just relay your financial results. Discover how to mesmerize your company's audiences in a way that makes it easy for them to come away motivated for action that can improve their bottom line. Remember, if the audience didn't get the message, the message was probably delivered in an unmemorable way! Boost your business communication effectiveness through the medium of storytelling.
Gain Confidence with Reconciliations: Types and Templates (2 hours)
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Online
2.0 Credits
Member Price: $89
Have you or your team been asked to prepare, review, or audit different types of reconciliations? How do you know what should be used and when? In this webinar, Shana Cooper, CEO of The AccountAbility Team, will walk through various reconciliation examples as well as demonstrate when to use them to support specific categories of general ledger accounts, differences between ledgers, and system balances. Shana will share tips and tricks on how to standardize your reconciliations without sacrificing quality. No matter what role you play in the account reconciliation process, you'll benefit from gaining more confidence on this topic. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact 2023 (4 hours)
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Online
4.0 Credits
Member Price: $159
Organizations often focus on cost accounting data but don't look at all the factors that influence that data. As a result, vast sums are spent to allocate costs that have nothing to do with cash. Instead, start with value, determine price, then justify costs that can incur profits. Since you can calculate different costs using the same data, it's evident that costs do not represent cash. Cost accounting confuses metrics with measurements. There are three primary reasons cost accounting is a bad practice: You have to create and force math and relationships that do not exist. By doing this, you lose touch with your operations. You make meaningless numbers that people consider as gospel when in reality, they are nothing but opinions. A company needs to start with value, then determine price, which justifies the costs that can be profitably incurred to produce a good or service. It seems obvious to constrain a company with a final price before you incur any costs, yet this practice has yet to be widely followed, despite its proven successes. Costs are undoubtedly essential, but the crucial distinction is when they are viewed and what measures to use.
Private Foundations and Form 990-PF Basics 2023 (4 hours)
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Online
4.0 Credits
Member Price: $159
This course will review private foundation excise tax rules and their implications for completing Form 990-PF. Discuss the excise taxes in conjunction with applicable parts of Form 990-PF and relevant questions. Learn the differences between non-operating (grant-making foundations) and operating foundations; different private foundation excise taxes; and the significance of columns (a)-(d) in Part I of the form as well as expense allocation in Part I, which includes indirect costs between net investment income and charitable expenses. Receive an overview of the expenditure responsibility requirements and equivalency determinations for foreign grants, grants to domestic private foundations and grants to non-charitable entities, the income distribution calculation and the unrelated business income tax (UBIT) and implications, including a discussion of state filing. Also, understand excess business holdings and go over adjusted gross income limitations for various gifts to foundations.
Preparation, Compilation, and Review Engagements: Update and Review (4 hours)
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Online
4.0 Credits
Member Price: $213
Get the latest developments If you supervise preparation, compilation, and review engagements, this course will help you comply with the professional standards by informing you of the latest developments and issues relevant to these engagements. Learn about the U.S. business economy, peer review, FASB and SSARS updates, and other areas affecting preparation, compilation, and review engagements.
Audit 502: The Art of Discipline and Getting Things Done (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques provides best practices for various areas that support this culture of discipline, including time, team, and project management. Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. Note: This course is recommended as a part of an 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for project and time management. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Data Analytics for Firms – Where To Start? 2023 (1 hour) [NT]
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Online
1.0 Credits
Member Price: $49
This session will explain what data analytics is, why every firm should be doing this, and the reasons why data analytics struggle to be successful in accounting firms. We will explain the value of doing this for your firm and the deep value your firm could be realizing if you were showing your clients how to conduct data analytics for their businesses. Every firm has a significant existing client base that needs more than compliance support and you have extensive data, but it is not being captured. This session will detail the opportunities your clients will pay premiums for if you only knew how to reach them.
Negotiation Strategy: What to do Before, During and After (1.8 hours) (NT)
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Online
1.8 Credits
Member Price: $69
The thought of bartering, bickering, negotiating, even compromising often produce a negative connotation, and frequently fear, in one's mind. Each of us however, has to negotiate daily in every aspect of our lives. Negotiation is an integral part of creating value for the organization and your success depends on your skills as a negotiator. This course will give you with a new perspective on the art of negotiation by equipping you with techniques, counter-techniques, and a framework for mutually beneficial results.
The Corporate Transparency Act – What You Need to Know to Protect Your Client (2 hours)
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Online
2.0 Credits
Member Price: $79
The Corporate Transparency Act requires mandatory disclosure of the beneficial owners of existing and newly formed entities. This legislation imposes new compliance requirements for existing business entities. Knowledge of this legislation and the new reporting requirements is critical for any person involved in the creation of a new business entity or advising existing business entities. More importantly, advisors must be aware of the new reporting requirements to prevent the imposition of harsh penalties. This course will provide the attendee with both knowledge of the legislation and knowledge of the exceptions to the legislation.
Postmortem Estate Planning Primer (2 hours)
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Online
2.0 Credits
Member Price: $79
The field of estate planning is increasingly complex. Finding appropriate solutions to a client's estate issues upon his/her death are critical to a number of areas, including the estate tax return of the decedent, the decedent's final income tax return, the income tax return of the estate of the decedent, and the estate and financial planning issues of the heirs of the decedent. This course provides the practitioner an understanding of after-death planning issues of a decedent's estate. **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.
Introduction to Yellow Book: 8-Credit Boot Camp (8 hours)
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Online
8.0 Credits
Member Price: $225
This course is designed for accountants in public practice and industry that focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. We'll start with the key financial reporting differences for governmental and nonprofit entities. Then we'll switch focus and review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher.