CPE + Events Catalog
Not-for-Profit Conference - Portland
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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
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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
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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.
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!
Presentation Skills for Auditors (2 hours)
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Online
2.0 Credits
Member Price: $89
Are you comfortable giving presentations and feel good about your performance, or does the experience make you anxious and leave you feeling dissatisfied? In this session, learn how to let your best self shine during interactions with your staff, the auditee, and the governing board. Jim Comer is an accomplished speechwriter and presentations skill coach for executives. Leita Fanta has led over 1500 full-day seminars. Let Jim and Leita help you establish genuine and comfortable professional relationships and avoid mistakes that will detract from your message. *Qualifies for Yellowbook credit This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Budgets, Forecasts, and Forward-Looking Cash Flow Projections in a Post-Pandemic Environment (4 hours)
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Online
4.0 Credits
Member Price: $159
The COVID-19 pandemic has had many far-reaching implications. In addition to the financial reporting impact of the pandemic, many other business functions, such as budgeting and forecasting are also proving to be challenging in the current environment and will require adjustments to how they were done in the past. As re-opening guidance continues to be issued, companies will have more visibility into when and how they can resume production and operations. Management and the Finance Team will need to work together to accurately forecast the impacts that the pandemic will have on revenue, margins, and costs in both the short term and long-term. Also, accurate operating and cash flow forecasts are essential for updating critical accounting estimates, including impairment models, contract modifications, and going concern risk assessments. They are also essential to determining the extent of operational disruption, supply chain disruptions, and other impacts of the COVID-19 pandemic, as well as identifying potential liquidity and working capital short-falls and access to existing sources of capital. In this course, we'll review best practices for budgeting and forecasting in the COVID-19 environment. We'll discuss what techniques can remain the same and which need to change as entities struggle to assess the impact of this crisis.
Deep Dive into Common Auditing Deficiencies (4 hours)
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Online
4.0 Credits
Member Price: $129
The AICPA has determined than 1 in 10 firms are not compliant with the risk assessment standards. This course will discuss how to properly identify risks and assess risks under AU-C 315. We will then review how to respond to identified risks under AU-C 330. The course will focus on the inherent risk model. We will also review common deficiencies and how a proper risk assessment can drive a more efficient and effective audit.
Implementing and Maintaining an Internal Control System
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Online
8.0 Credits
Member Price: $239
Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring, and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 403: Fraud Trends – Applying Real-Life Lessons (2 hours)
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Online
2.0 Credits
Member Price: $89
Fraud Trends - Applying Real-life Lessons to Small- and Mid-Size Entities will focus on real-life and practical examples of fraud in smaller- and mid-size environments, including nonprofits. Fraud involves an intentional act to deceive, which may result in material misstatement in the financial statements due to fraudulent financial reporting or misappropriation of assets. Management's responsibility is to design, implement, maintain and monitor a system of internal control to prevent, or detect and correct, fraud. Note: This is a part of the suggested 16-hour Audit Skills Level 4 curriculum for experienced in-charges or seniors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Recruit, Retain, and Reward Accounting Firm Staff (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
Sharrin Fuller, CEO of Glass Wallet, a consulting and advisory firm serving the accounting profession and small business market, offers the strategies and systems that accounting practices require to remain competitive and attract qualified talent within budget constraints. After successfully starting, scaling, and selling her accounting and bookkeeping practice, Sharrin continued honing her Remote Firm Scaling System and Remote Team Roadmap as a managing partner in multiple accounting and financial services. In this session she will share her system for building an engaged and empowered team that can elevate your business success. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Anti-Bullying and Sensitivity (1 hour) (NT)
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Online
1.0 Credits
Member Price: $39
Unhealthy behavior in the workplace can create a drama-laden, hostile work environment, negatively impact productivity and increase turnover. When team members are focused on how they can one-up their counterparts or are fearful of their co-workers/leaders actions towards them - they are NOT focused on reaching your company's goals.
Accommodation Requests – Substance Abuse – Contagious Infections (1 hour) (NT)
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Online
1.0 Credits
Member Price: $39
Good judgment works well in handling most employee relations matters. However, there are special situations where legal requirements dictate specific handling to avoid significant personal and employer liability. This course provides practical knowledge and scripts for responding to requests for accommodations regarding religious practices or disabilities, confronting employees in substance abuse situations, and handling disclosures of contagious infections so that individual is properly helped, and the health of your workforce is protected.
Communication Skills for CPAs (2 hours) (NT)
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Online
2.0 Credits
Member Price: $79
Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert, but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences.
2023 Federal Tax Update for Individuals (4 hours)
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Online
4.0 Credits
Member Price: $129
This program will address recent legislation, rulings and developments affecting individual taxpayers and provide practitioners with a comprehensive update for the upcoming tax season. **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.
Moving Beyond the Basics of Excel (2 hours)
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Online
2.0 Credits
Member Price: $89
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing, and reporting information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.