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.
CFO Series: Advanced Profit Enhancements – 6 Tech & 2 [NT] – NEW! – Webcast
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Online
8.0 Credits
Member Price: $315
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: $315
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!
Accounting & Auditing for ESG (1 hour)
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Online
1.0 Credits
Member Price: $39
Environmental, Social and Governance (ESG) has become a hot topic among standard setters. This session will look at the work of the FASB, GASB, and AICPA in the areas of ESG. We'll also look at the types of engagements CPAs can provide to entities who want assurance around their ESG reporting.
Risk Assessment: A Common Deficiency (1 hour)
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Online
1.0 Credits
Member Price: $39
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.
SAS 145 – Risk Assessment (1 hour)
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Online
1.0 Credits
Member Price: $39
SAS 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was issued in October 2021. This audit standard amends AU-C 315, making many changes to address common audit deficiencies. This course will provide an overview of SAS 145 and its changes to AU-C 315.
Business Intelligence (BI) and Business Analytics (BA) (2 hours) (NT)
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Online
2.0 Credits
Member Price: $79
Volatility and complexity are the new normal. Most organizations are drowning in data, but starving for information. The finance and accounting function has the opportunity to leverage Big Data and the continuum of analytics - descriptive, diagnostic, predictive, and prescriptive. All are useful for better decision making. Collecting, validating, and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In some ways the finance function is many years behind other disciplines such as marketing, sales, and supply chain managers, in applying analytics. How can the CFO's function catch up?
Fixing Your Chart of Accounts (1 hour)
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Online
1.0 Credits
Member Price: $55
A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer "what if?" questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data and keeping errors from creeping into their financial statements. Best practices today look little like the examples you may have seen in business school. If you sense that your general ledger could do far more, this session will show you how to fix your problems This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
New Client Ethical Challenges: The CPAs Guide (2 hours)
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Online
2.0 Credits
Member Price: $79
This course explores the multitude of issues that taking on a new client can bring with it, and then interprets them using three sets of ethical rules. A group of "players" reveal real-life challenges faced by the CPA firm in bringing the new client into compliance, as well as proper financial and tax compliance issues.
Managing Change in an Ever-Changing Profession (2 hours) (NT)
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Online
2.0 Credits
Member Price: $79
Change is all around us and the pace of change is accelerating. Those who can effectively manage change will be the profession's future leaders. As organizations and the CPA profession continue to evolve, CPAs will need to have the ability to be resilient and thrive in an ever-changing world. This course will look at practical ways CPAs can not only accept change but also manage change effectively and efficiently.
Current Audit Environment and ASB Activity (4 hours)
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Online
4.0 Credits
Member Price: $213
Explore the current audit environment, and recognize audit challenges triggered by the current environment. Provide a comprehensive review of recent audit pronouncements and exposure drafts. Understand topics critical to success in today's rapidly changing regulatory environment.
How SAS Nos. 134-145 Improve Risk-Based Audits (4 hours)
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Online
4.0 Credits
Member Price: $149
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.