CPE + Events Catalog
Governmental Accounting & Auditing Conference (2 days) – 15 Tech & 1 [NT] – Lebanon
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Lebanon
16.0 Credits
Member Price: $439
From essential GASB and Yellow Book updates to insightful discussion of the accounting pipeline, the 2024 OSCPA Governmental Accounting & Auditing Conference is the perfect source of information for government accountants.YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.Developed by: OSCPA members on the Governmental Accounting & Auditing Strategic Committee
Governmental Accounting & Auditing Conference (2 days) – 15 Tech & 1 [NT] – Webcast
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Online
16.0 Credits
Member Price: $439
From essential GASB and Yellow Book updates to insightful discussion of the accounting pipeline, the 2024 OSCPA Governmental Accounting & Auditing Conference is the perfect source of information for government accountants.YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.Developed by: OSCPA members on the Governmental Accounting & Auditing Strategic Committee
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update – Webcast
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Online
8.0 Credits
Member Price: $315
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.
S Corporation Taxation: Cutting Edge Tax Strategies – Webcast
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Online
8.0 Credits
Member Price: $310
We'll take a deep dive into a broad array of tax strategies covering a broad range of strategies including reasonable compensation, cost of converting a C corporation to an S Corporation, how to fix inadvertent S corporation terminations, creating shareholder basis through loans, exit strategies for owners, maximizing the section 199A deduction, and important considerations for preserving S corp status when a shareholder dies.
2024 Oregon Ethics Update (4 hours - morning) – Webcast Replay
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Online
4.0 Credits
Member Price: $185
The course will start out with a review of Oregon Administrative Rules & Oregon Revised Statutes and the Code of Professional Conduct. Then we will switch to the AICPA and address recent interpretations and proposals. The course includes a look at examples of ethics violations as well as case studies. Four hours will fly right by! Note: There will be interactive breakout sessions in this webcast. 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.
ERISA Conference – Beaverton
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Beaverton
8.0 Credits
Member Price: $310
The successful completion of ERISA audits requires a solid understanding of this complex area. This program will provide auditors with information and updates related to this unique environment as well as provide an opportunity for non-auditors to gain a deeper understanding of ERISA-related topics.
ERISA Conference – Webcast
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Online
8.0 Credits
Member Price: $310
The successful completion of ERISA audits requires a solid understanding of this complex area. This program will provide auditors with information and updates related to this unique environment as well as provide an opportunity for non-auditors to gain a deeper understanding of ERISA-related topics.
2023 Form 1065 and K-1 (2 hours - morning) – Webcast
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Online
2.0 Credits
Member Price: $95
On IRS 2023 Forms 1065, Schedules K-1 and Instructions, IRS continues to ask for tons of new detailed information. In this action packed 2 hour program, you'll learn: Tax basis capital account reporting - What must be computed and disclosed (and by when) New disclosures required re: liability guarantees, deficit restoration obligations and related info New info re: changes in partners' percentages of profit and loss Other info re: disregarded entity partners, notices of inconsistent positions, SE taxability of state law limited partners and more Highlights of new IRS SB/SE audit guide
Accounting & Auditing Update for Small Businesses (4 hours - morning) – Webcast Replay
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Online
4.0 Credits
Member Price: $195
For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact small businesses with a focus on ASUs initiated by the Private Company Council (PCC). We'll then look at alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs for entities who don't necessarily need to prepare GAAP financial statements but want to use accrual accounting. Finally, we will transition to audit standards that small business auditors will need to implement.
Common Deficiencies in SSARS Engagements (4 hours - afternoon) – Webcast Replay
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Online
4.0 Credits
Member Price: $195
Preparation, compilation and review engagements continue to be a hot topic for peer review despite SSARS 21 having been around for nearly a decade. This course will concentrate on the most common peer review findings with a focus on how to comply in an efficient but practical perspective. This course will discuss the root cause of noncompliance so that overall engagement quality increases.
The Most Critical Challenges in Not-for-Profit Accounting Today (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Not-for-profit entities have recently applied critical new standards related to contributions of nonfinancial assets, leases, and more. Now is the time to know more than just what the standards say - we need to know what they mean and how they will affect not-for-profit entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the challenges in not-for-profit accounting.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
The Most Critical Challenges in Governmental Accounting Today (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
With GASB Nos. 87 and 96 behind us and the new financial reporting model project and other standards looming, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in governmental accounting today.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
AI and Data Analytics for Auditing - The Big Picture (2 hours - morning) – 1 Tech & 1 [NT] – Webcast
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Online
2.0 Credits
Member Price: $69
This course is designed for firm partners and managers to explore ways to incorporate data analytics and related technologies in their audit practices. Participants explore how small and mid-size firms are using these tools to improve engagement efficiency and quality while providing opportunities for value-added services to clients.All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.
Advanced Management and Leadership Essentials (2 hours - late morning) [NT] – Webcast
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Online
2.0 Credits
Member Price: $69
This 2-hour mini course is from our Level V course, which highlights leadership skills and situations that are common for managers and senior managers in CPA firms. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees.Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings.Helping the Firm Grow - the three levels of helping the firm grow and how to involve the entire team in expanding services to existing clients and generating referrals to new clients.All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program) breakout rooms to ensure small group engagement and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course material.
Estate Tax and Related Estate Planning Issues in Oregon (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $169
There have been several changes in Oregon law, as well as changes in the federal law that impact estate planning in Oregon. The speakers will unwind the complicated changes in the law and address the nuances that affect proper planning for Oregon clients and their families.
Professional Conduct & Ethics – AICPA and Oregon Board CPA Regulatory Update by Jim Rigos (4 hours - morning) – Beaverton
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Beaverton
4.0 Credits
Member Price: $185
National Chair of the American Academy of Attorneys-CPAs Ethics Committee, instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the Board of Accountancy Administrative Rules for CPAs.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.
Professional Conduct & Ethics – AICPA and Oregon Board CPA Regulatory Update by Jim Rigos (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $185
National Chair of the American Academy of Attorneys-CPAs Ethics Committee, instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the Board of Accountancy Administrative Rules for CPAs.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.
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (4 hours - afternoon) – Webcast
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Online
4.0 Credits
Member Price: $195
A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to both prepare and understand, especially for small and medium-sized businesses. Oftentimes financial statement users will first turn to the notes in the financial statements in order to get a feel for where the business and its numbers might be heading, so these disclosures need to be well-written and follow applicable standards. This course will focus on key balance sheet and income statement disclosure as well as those relating to adoption of new accounting standards related to revenue (ASC 606) and leases (ASC 842), accounting policies, changes in accounting estimates and errors, subsequent events, going concern, and related party disclosures. The course will use illustrations, examples based on private company financial statements disclosures, and real-world excerpts from financial statements to provide you with a hands-on feel for the disclosure requirements across a number of accounting standards.
A Complete Guide to the Yellow Book – Beaverton
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Beaverton
8.0 Credits
Member Price: $315
If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
A Complete Guide to the Yellow Book – Webcast
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Online
8.0 Credits
Member Price: $315
If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.