CPE + Events Catalog
Not-for-Profit Knowledge Network: AI & ChatGPT (1 hour - morning) - Webcast
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Online
1.0 Credits
The OSCPA Not-for-Profit Knowledge Networks offer a great opportunity for members to explore important not-for-profit topics in one-hour informal discussions with experts and peers - and to obtain valuable CPE. More details coming soon!
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. General Sessions: FASB Update Nonprofit Lightning Round Panel Concurrent Sessions: (Choose one from each session) Session A A1: Federal & State Tax Update A2: Revenue Recognition for Grants Session B B1: Internal Controls in a Hybrid Environment B2: How to Communicate with Board Members Session C C1: Employment Law/Compensation C2: Single Audit Update
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. General Sessions: FASB Update Nonprofit Lightning Round Panel Concurrent Sessions: (Choose one from each session) Session A A1: Federal & State Tax Update A2: Revenue Recognition for Grants Session B B1: Internal Controls in a Hybrid Environment B2: How to Communicate with Board Members Session C C1: Employment Law/Compensation C2: Single Audit Update
K2's Excel Essentials for Staff Accountants – Webcast
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Online
8.0 Credits
Member Price: $310
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
K2's Excel Tips, Tricks, and Techniques for Accountants – Webcast
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Online
8.0 Credits
Member Price: $310
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel
K2's Advanced Excel – Webcast
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Online
8.0 Credits
Member Price: $310
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
Oregon Ethics and New Developments (4 hours - morning) – Webcast Replay
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Online
4.0 Credits
Member Price: $185
The AICPA Code of Conduct Oregon Board rules and recent changes New national and Oregon state developments Case studies
Construction Industry Conference – Portland
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Portland
8.0 Credits
Member Price: $310
Tax Update for 2024Jim Lundy Economic UpdateSteve Scranton, CFA, Washington Trust Bank Transactional Taxes - CAT Updates & More!RL Widmer And more!
Construction Industry Conference – Webcast
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Online
8.0 Credits
Member Price: $310
Tax Update for 2024Jim Lundy Economic UpdateSteve Scranton, CFA, Washington Trust Bank Transactional Taxes - CAT Updates & More!RL Widmer And more!
Guide and Update to Compilations, Reviews, and Preparations (4 hours)
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Online
4.0 Credits
Member Price: $159
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions Sample comprehensive engagement work programs for preparation, compilation, and review engagements
Accounting & Auditing Update For Small Business (4 hours)
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Online
4.0 Credits
Member Price: $129
Private company ASUs Audit evidence Quality Management
Power BI – Use PBI Desktop to Create Reports and Dashboards (4 hours)
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Online
4.0 Credits
Member Price: $213
Tour of the Power BI Desktop interface Using Power BI Desktop to connect to data sources Available visualizations in Power BI Desktop Building interactivity into visualizations
Shorten Month-End: Closing Best Practices (4 hours)
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Online
4.0 Credits
Member Price: $149
Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems' headaches that slow you downWork through examples of close cycle "time killers" and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly
Eldercare Financial Scam Protection (1 hour)
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Online
1.0 Credits
Member Price: $39
The major topics that will be covered in this class include:Exponential growth of aging population due to Baby Boomers Sources of scams and schemes perpetrated against older adultsMethods to protect older adults from scamsSuspicious Activity Reporting (SAR)Flagging credit reports and bank accountsConservatorships and GuardianshipsWhere to report elder abuse
Data Analytics: Practical Insights for Today's Accountant (2 hours)
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Online
2.0 Credits
Member Price: $79
Explore new tools and client engagement techniques using data analytics Introduction of popular software tools Examine the AICPA's Five-Step Approach to data analytics in an audit engagement.
Business Writing: Professional & Effective Emails (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails
S Corporation Essentials: Review & Update (4 hours)
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Online
4.0 Credits
Member Price: $129
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt Schedules K-2 and K-3 reporting S corporation open account debt
What's New in Excel (2 hours)
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Online
2.0 Credits
Member Price: $89
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
Accounting & Auditing Update For Small Business – 2023 (4 hours)
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Online
4.0 Credits
Member Price: $129
Private company ASUs Audit evidence Quality Management
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (1 hour) (NT)
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Online
1.0 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of `doing the right thing when no one else is looking' How exceptions offer opportunities to the unethical Should exceptions be allowed?