CPE + Events Catalog
Women’s Leadership Series: Navigating Burnout in the CPA Profession (1 hour - morning) [NT] - NEW! - Webcast
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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!
K2's 2023 Six Essential Teams Features (1 hour) (NT)
-
Online
1.0 Credits
Member Price: $39
The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most team members did their best, prioritizing remote meetings as the primary concern. Therefore, as a result, Teams is vastly misunderstood and underutilized in most organizations. Join us in this session to go beyond the remote meetings aspect of Teams and to learn how to optimize efficiency, communication, and workflow with Teams.
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace (1 hour) (NT)
-
Online
1.0 Credits
Member Price: $39
Although organizations are trying to create and manage diverse and inclusive workplaces, many are not aware of some of the best practices and simple strategies they can incorporate to promote such an environment. We are currently living in unprecedented times. Division, bias, and exclusion, based on factors associated with social injustice and a general lack of appreciation for diversity, seems to have become our current societal norm. With the high stress and anxiety created by these current trends in society, it is even more important for organizations to provide a safe space for their employees where there is a genuine sense of belonging and fair access to opportunity. The goal of this course is to outline the relationship between diversity and inclusion, while providing very practical strategies for HR Professionals in their role to promote a culture of diversity and inclusion in the workplace.
Audit Risk Assessment in Plain English (2 hours)
-
Online
2.0 Credits
Member Price: $79
Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA's clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity's environment, the entity's internal controls, and assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples and language.
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (1.8 hours) (NT)
-
Online
1.8 Credits
Member Price: $79
HR Professionals are business leaders who, regardless of their level of experience, are responsible for maintaining a high level of interpersonal proficiency in their job function. The willingness to gain a genuine understanding and respect for diversity and the incorporation of a safe and inclusive environment of employees in the workplace, is a strong measure of the HR Professionals' efficacy in this area. This training is geared towards improving and/ or elevating the HR Professionals' knowledge of cultural competence in the workplace and what it means to truly adopt a culture of diversity and inclusivity. When HR professionals take responsibility for teaching others about the differences and benefits that multiple cultures and diverse backgrounds bring to the organization, research shows that companies are more likely to win top talent and yield improvement in customer orientation, employee satisfaction and decision making, as well as a cycle of increasing returns.
Year-End Tax Planning: Thinking Outside the Box (4 hours)
-
Online
4.0 Credits
Member Price: $129
Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don't wait until late December to start planning for your clients! **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.
Excel Essentials for Today's Accountant: How To Become an Expert in One Day (4 hours) (NT)
-
Online
4.0 Credits
Member Price: $129
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 and dive into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.
Ransomware: How to Protect Against and Recover From Attacks (1 hour)
-
Online
1.0 Credits
Member Price: $55
Ransomware is a form of malware that targets your critical data and systems for the purpose of extortion. Ransomware is designed to encrypt files on a device, making any files or systems that rely on them unusable. Malicious actors then demand ransom in exchange for decryption. Ransomware actors often threaten to sell or leak the data or authentication information if the ransom is not paid. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 501: Personality Styles – Improving Your Interactions (2 hours)
-
Online
2.0 Credits
Member Price: $89
Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions provides guidance for effectively adapting to various personality styles. Every individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adapt behaviors to complement, balance or counteract the traits of others. Note: This course is recommended as a part of a 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for interacting with others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Communicating Financial Information to Non-Accountants (2 hours)
-
Online
2.0 Credits
Member Price: $89
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message. Learn to motivate them to action. Come hear a veteran CFO tell you how. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Performing Preparation, Compilation and Review Engagements (2 hours)
-
Online
2.0 Credits
Member Price: $118
Comply With All Standards As You Manage Preparation, Compilation, and Review Engagements This webcast is a go-to reference for staying in compliance with all professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs).
Controller/CFO Update: Hot Topics Facing Today's Financial Professional (4 hours)
-
Online
4.0 Credits
Member Price: $159
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. This reality has proven to be even more true with the advent of COVID-19. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations. The program is focused on organizational success and will concentrate on ways to manage risk and achieve greater productivity.