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. 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
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
Understanding Burnout and Team Dynamics in the CPA Profession Exploring Gender-Specific Stressors Impact on Individual Well-being Assessing Organizational Performance Practical Prevention Strategies Recovery and Resilience Building Creating an Action Plan
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 2024 Economic Update Transactional Taxes - CAT Updates & More! Employment Law & PFL Construction Legislation Updates 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 Employment Law & PFLChristine Zinter Construction Legislation UpdatesLinda Degman And more!
Presentation Skills for Auditors (2 hours)
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Online
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:How to connect with your audienceWhat to do when the unexpected happensHow to use your natural resources to enhance your messageHow to narrow your message for maximum impactWhat to avoid in a PowerPoint presentation
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
Accounting guidance that relies on cash flow forecasting and budgeting Critical uses for accurate budgeting and forecasting in the current economic environment Challenges when forecasting and budgeting in the COVID-19 environment Effective techniques that you can use to accurately forecast operations in a period of change
Deep Dive into Common Auditing Deficiencies (4 hours)
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Online
4.0 Credits
Member Price: $129
Auditing SAS 143 SAS 145
Implementing and Maintaining an Internal Control System
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Online
8.0 Credits
Member Price: $239
The major topics covered in this course include:Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Audit 403: Fraud Trends – Applying Real-Life Lessons (2 hours)
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Online
2.0 Credits
Member Price: $89
The major topics covered in this course include:Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in nonpublic entity and nonprofit environments.Cyber-security risks of fraud
How to Recruit, Retain, and Reward Accounting Firm Staff (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
The major topics covered in this course will include:Evaluating your current team and areas where you are lacking in talent, engagement or bothAppropriate technologies to support your virtual firm and virtual teamHow to avoid "fee burner" positions with strategies for effective human resource allocationsStrategies for creating an organizational structure that will support long-term staffing stability
Anti-Bullying and Sensitivity (1 hour) (NT)
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Online
1.0 Credits
Member Price: $39
Taking credit for someone else's work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?
Accommodation Requests – Substance Abuse – Contagious Infections (1 hour) (NT)
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Online
1.0 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
Communication Skills for CPAs (2 hours) (NT)
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Online
2.0 Credits
Member Price: $79
Pervasive best practices for effective communication; Specific strategies for written materials; Unique considerations for verbal presentations; The importance of recursive revision; Tips for success; Pitfalls to avoid
2023 Federal Tax Update for Individuals (4 hours)
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Online
4.0 Credits
Member Price: $129
2022-23 Federal tax legislation, cases and rulings affecting income of individual taxpayers Review changes to Form 1040 and its related schedules Gross Income, wages, Schedule C and Schedule E Itemized deductions Capital gain and losses, royalties, alternative minimum tax revisions, rate changes, and other legislative provisions Tax planning
Moving Beyond the Basics of Excel (2 hours)
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Online
2.0 Credits
Member Price: $89
The major topics covered in this class include:Using formulas to manipulate and transform dataUsing formulas and reference formulas such as =VLOOKUPUsing pivot tablesUnderstanding Solver to perform multivariate analysis