CPE + Events Catalog

A Deep Dive into State and Local Tax TopicsUnlock the secrets of effective state and local tax strategies with our comprehensive SALT Mastery Series! Elevate your expertise, stay ahead of legislative changes, and gain practical insights tailored for tax professionals. Join us for an in-depth exploration of advanced techniques, guided by industry-leading experts. Don’t miss this opportunity to master the complexities of SALT and transform your tax practices. Sign up today and take the first step towards becoming a SALT expert! There are 10 courses in the bundle. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the SALT Mastery Series bundle and save up to $150!

After purchasing this bundle, you will automatically be registered for all three sessions included in the series (6 hours CPE credit total). See dates/topics included in the series at the bottom of page. The NEW Internal Audit Series delivers three, expert-led sessions designed to help confidently navigate today’s internal audit landscape. Each session is offered in a convenient, flexible virtual format - making it easy to join from anywhere, gain actionable insights and walk away with knowledge to immediately apply. The series is led by Elizabeth McDowell, CPA, CIA, founder of Audit Forward and a seasoned internal audit leader with more than 20 years of experience. She brings real-world insights to every session. Known as an “edutainer,” Elizabeth combines education and entertainment to make auditing concepts engaging, practical and memorable. 09/03/26 - Using AI to Audit Smarter, Not Harder! (2 hours - morning) - Webcast 10/08/26 - The Data Detective: Actionable Analytics for Internal Auditors (2 hours - morning) - Webcast 11/05/26 - Fraudsters Unmasked: Internal Audit's Role in Preventing Fraud (2 hours - morning) - Webcast There are three courses in the bundle. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the 2026 Internal Audit Series Bundle and save up to $75! OSCPA has partnered with the Iowa Society of CPAs for this new series.

After purchasing this bundle, you will automatically be registered for the sessions included in the series (up to 8 hours CPE credit total). See dates/topics included in the series below. Artificial intelligence (AI) is no longer a future concept - it’s already reshaping the accounting profession. From automating routine tasks to enhancing data analysis, AI is changing how CPAs work and the value they deliver. New tools, evolving regulations and emerging risks mean today’s knowledge can quickly become outdated. AI isn’t replacing CPAs, but CPAs who understand AI will lead the way forward. Staying informed isn’t optional, it’s essential.This NEW Fall/Winter AI Series delivers four, expert-led sessions designed to help you confidently navigate today’s rapidly evolving AI landscape. Each session is offered in a convenient, flexible virtual format - making it easy to join from anywhere, gain actionable insights and walk away with knowledge to immediately apply.  10/16/26 - The AI Revolution in 2026: What CPAs Should Know (2 hours - morning) - Webcast 10/23/26 - AI 101 for CPAs: Core Concepts and Practical Applications (2 hours - morning) - Webcast 12/18/26 - Agentic AI for CPAs: Automate Workflows with Intelligence (2 hours - late morning) - Webcast 12/30/26 - Smarter Tax Services with (AI) Tools (2 hours - morning) - Webcast Each course in the series is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the AI for CPAs Series - Fall/Winter Bundle and save up to $80!

This webcast is part of a new three-part 2026 Internal Audit Series. You may purchase individually, or save up to $75 when purchasing the bundle (see below). The series is led by Elizabeth McDowell, CPA, CIA, founder of Audit Forward and a seasoned internal audit leader with more than 20 years of experience. She brings real-world insights to every session. Known as an “edutainer,” Elizabeth combines education and entertainment to make auditing concepts engaging, practical and memorable.OSCPA has partnered with the Iowa Society of CPAs for this new series.

Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data. For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may sometimes be impossible. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor small organizations' internal controls, security, and anti-fraud measures.

The term "artificial intelligence" (AI) has become mainstream and while most have a layperson understanding of AI, few know the depth and breadth of these technologies' capabilities. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advance. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as to what's coming in the not too distant future. OSCPA has partnered with the Washington Society of CPAs for this event.

In today's digital age, databases have become the backbone of every business technology, application, platform, and service. Every system relies on databases to store and organize information, from financial records in Quickbooks and Xero to sales efforts in Salesforce and Hubspot. Popular reporting tools like Power BI and Excel utilize databases to create beautiful, insightful dashboards. Despite the widespread use and importance of databases, many financial professionals lack a basic understanding of how they operate. Traditionally, working with databases has been delegated to an organization's IT department, leaving the accounting team out of scope. However, in today's technology-driven environment, accountants need to have a basic understanding of how databases work and the ability to query data independently. Our database basics course focuses on the knowledge most helpful for financial professionals. Through hands-on learning, participants will develop the skills to query data from a database or cloud provider and use it to create insightful reports in Excel or Power BI. By the end of the course, participants will feel empowered to design their dashboards and work more effectively with cloud data. With our database basics course, gain the knowledge you need to succeed in today's digital age and enhance your value as a financial professional.

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Advance your skills to propel your career. This course is the second in a five-course series, provides the guidance needed to handle small engagements and to complete small audits, reviews and compilations with minimal supervision. Gain knowledge to improve your skills to perform more complex analytical procedures, as well as drafting financial statements and footnotes. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

As IRS scrutiny of digital assets intensifies, CPAs must stay current on cryptocurrency taxation and reporting requirements. This focused 2-hour course provides a practical update on the federal income tax treatment of cryptocurrency transactions, emerging reporting rules, and current IRS enforcement initiatives. Participants will review the tax implications of common digital asset transactions, including sales, exchanges, mining, staking, hard forks, and airdrops. The program emphasizes reporting requirements, including the Form 1040 digital asset question, Form 8949 reporting, and new broker reporting developments such as Form 1099-DA. Special attention is given to audit risk factors, documentation standards, and practitioner responsibilities in an evolving regulatory environment. This session is designed to equip tax professionals with the tools needed to ensure compliance and confidently advise clients in today’s increasingly regulated digital asset landscape.

Navigate the complex world of Form 990 and discover how its structure, definitions and disclosures shape public perception and regulatory oversight. Gain a clear understanding of the form's core components, the triggers for its schedules and the key terms every preparer must know. Learn how to identify data sources within an organization, manage sensitive disclosures and guide board members in understanding what the completed form communicates. Gain the clarity and confidence needed to complete Form 990 accurately and effectively. OSCPA has partnered with the Minnesota Society of CPAs for this event.

The technology landscape of 2026 is defined by a practical convergence of intelligence and automation. This session begins with a strategic look at the major trends set to reshape the next decade, from the long-term potential of quantum computing to the continued evolution of autonomous systems. We will move past the immediate hype to understand how these looming shifts will eventually bridge the gap between today's workflows and the firm of the future. The core of the discussion focuses on how generative tools have evolved to manage complex tasks and integrate directly with firm information. We will analyze the trio of AI, data intelligence, and digital crypto assets while exploring how these tools help practitioners stay relevant and effective. This course provides the roadmap for maintaining efficiency in an era where the pace of change is only accelerating, ensuring you can turn emerging disruption into a strategic advantage.

Elevate your expertise, stay ahead of legislative changes, and gain practical insights tailored for tax professionals. Join us for an in-depth exploration of the Washington legislation effective October 1, 2025. Don't miss the opportunity to master the complexities of SALT and transform your tax practice.

With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Office 2021, and Office 2024 Microsoft continues to pack new features into the popular spreadsheet tool. More recent Excel versions offer enhanced data analysis tools, new functions, and improved collaboration opportunities. For those who know about these new features and apply them, exciting opportunities for improved productivity await. So, take advantage of this opportunity to learn how to use Excel's best new features! Summary Description Microsoft continues to add new features to Excel at a breakneck pace. Dynamic Arrays, XLOOKUP, Power Query, and collaboration and commenting tools can improve productivity and efficiency. Learn about these features - and others - in this session.

In a rapidly evolving public practice accounting landscape, K2's CPA Firm Update continues to be your essential guide to staying ahead. This session provides actionable insights into transformative technologies and management strategies reshaping the profession. With a focus on data analytics, cybersecurity, practice management, and client service excellence, this year's update delves into how firms can thrive amidst change. Key technologies covered include AI-powered auditing, blockchain applications for financial processes, advancements in cloud computing, robotic process automation (RPA), and workflow optimization tools. Gain clarity on significant trends and how they affect your firm's strategy, enabling you to make well-informed decisions for sustainable growth.

In this session you will learn to identify the powers and circumstances that cause a trust to be classified as a grantor trust, the history and uses of grantor trusts in tax planning including the use of intentionally defective grantor trusts, and gain an understanding of the scope and operation of IRC Sections 671-679 including reversionary interests, administrative powers including the "swap" power, retained powers over income, and general powers of appointment granted to persons other than the grantor. This event is part of the Trust & Estate Mastery Series Bundle. There are 10 courses included in the bundle designed to equip CPAs, tax preparers, and fiduciary professionals with a complete understanding of trust taxation—from the basics to advanced concepts. Each course is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the Trust & Estate Mastery Series Bundle and save up to $150! IRS CE: Pending Approval

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Technology continues to expand at an exponential rate, creating many opportunities for you to improve your company's efficiencies and lower your operating costs. Firms across the nation are quickly realizing the need to adopt these new technologies or risk being left behind. This presentation introduces the Cloud, one of the fastest-growing trends in Internet technology. It takes a deep dive into the major components, deployment methods, service providers, and applications. It aims to help attendees have a good working knowledge of how the Cloud and Internet work so they can better implement these technologies in their organizations. This essential course explores the use of how the Cloud can be used inside your organization and the benefits and risks of moving to the Cloud. The course discusses the differences between the different levels of cloud technology, applications vs. thin clients, the role of mobile apps, and different types of Internet connections. Finally, many examples of actions your office can take to move to the cloud are explored, outlining the risks and benefits of these actions.

Master the preparation of Form 990 schedules with practical guidance and actionable insights you can apply immediately. Focus on the three most critical schedules: Schedule A, required for all 501(c)(3) organizations; Schedule B, applicable to many (c)(3)s and certain non-(c)(3)s and Schedule O, where some of the form's most complex disclosures reside. Develop a clear understanding of Schedule A, including its two public support tests, and clarify common misconceptions around donor reporting in Schedule B. Gain insight into Schedule O's most sensitive disclosure requirements, ensuring you can handle its underlying obligations. Leave with the insight needed to prepare these schedules accurately and communicate their implications confidently. OSCPA has partnered with the Minnesota Society of CPAs for this event.

Transform your daily Excel workflows and eliminate hours of manual data processing with powerful automation techniques designed for business professionals. This comprehensive course reveals the full potential of Excel Tables and Power Query, showing participants how to turn complex data challenges into streamlined, automated solutions. Business professionals will discover how to leverage seven key table functions that dramatically reduce formatting time, eliminate formula errors, and create dynamic reports that update automatically. Organizations today need efficient ways to handle increasing amounts of data from multiple sources. This course demonstrates how Power Query serves as the ultimate tool for extracting, transforming, and loading data into Excel with minimal effort. Participants will develop practical skills to automate repetitive tasks, create robust data models, and build reliable reporting systems that save hours of work each week. These time-tested techniques have helped countless professionals reduce their manual data entry by up to 80%, allowing them to focus on higher-value analysis and decision-making activities.

Need to fill internship and job openings? Meet accounting students and recent grads face-to-face and recruit for open positions. This recruiting event is for public accounting firms, governmental agencies, and businesses to connect with accounting students from colleges/universities statewide. The student demographic is: juniors, seniors, 5th year seniors, graduate students, post baccalaureates, and recent graduates.  **For student registration, please click here** Exhibiting Options: On-site Exhibitor: This option provides firm and business representatives with the opportunity to meet and interact with accounting students in person. Virtual Exhibitor: This option provides firm and business, who are not able to attend in person, the opportunity to promote employment and/or internship opportunities via an OSCPA-provided custom designed color flyer and slideshow. OSCPA Career Showcase is an open-house style networking event. There is no formal program. Exhibitors may arrive anytime after 4:30 p.m. to begin setting up. We ask that exhibitors be set up by 5:20 p.m. for doors to open at 5:30 p.m. On-Site Exhibitor Registration - $550: Face-to-face interaction with accounting students Firm/Business name and link to website listed on OSCPA website with a one-page profile flyer. (1) 8' Exhibit Table Registration for up to six firm/business representatives Electronic list of students attending (name, college/university) Name badges for registered exhibitors Information Display Exhibitor Registration - $100: Firm/Business name and website link listed on OSCPA website Customized printed 8.5 x 11 color flyer to include your firm/business address, profile/logo, contact information for employment opportunities, and local area highlights (i.e. all staff photo, front of office, community highlights, etc.) Slideshow with firm-provided images that will be displayed at the event OSCPA staff representation at remote exhibitor table to be a resource for your firm/business Electronic list of students attending (name, college/university) Email your firm/business profile to membership@orcpa.org by September 24, 2026. When submitting the firm/business's profile information, please include available employment and internship opportunities. If your firm/business has multiple locations, please indicate where the open positions are located. Information Display Exhibitors: Please also email 2-3 images to help promote your business. These will be included in the custom flyer and slideshow. If you have any questions, or would like information regarding sponsorship opportunities, please email the membership team or call 503-597-5471 / 800-255-1470, ext. 4.

The OSCPA Career Showcase is a valuable opportunity for students to begin networking with firm and business representatives who are actively seeking talent for internships and employment opportunities. It’s also a chance for employers to meet highly motivated students who could be strong additions to their organizations. Prepare to Make ConnectionsCome as your authentic self. While many attendees may choose business or business-casual attire, what’s most important is that you feel comfortable and confident. There’s no one way to look like a future CPA - we welcome you as you are. Bring a few copies of your resume if you have one Take a look at the Career Showcase Exhibitor page to get familiar with participating firms. Do check back often as new firms are added regularly Come with questions, curiosity, and an open mind - this is a space to explore, learn, and growArrival & Check-In Registration opens at 4:45 pm Early access at 5:30 pm for OSCPA student members Doors open at 5:45 pm for nonmembersNot yet a member? Join for free here: www.orcpa.org/join There is no fee for students or university faculty to attend this event, however, pre-registration is required.  Student - Registration Instructions (Read 1st then scroll down to register): Login to your OSCPA account (or create one if you don't have one) Click "Add to Cart" Select your current class standing   Select your college/university   Click "Checkout." You will receive a confirmation email within 24 hours.   Faculty - Registration Instructions (Read 1st then scroll down to register): Login (or create one if you don't have one) Click "Add to Cart" Select your college/university Select "Educator/Faculty Representative" Click "Checkout." If you have successfully registered you will receive a confirmation email within 24 hours.   For questions or same-day registration, please contact the membership team; 503-641-7200 / 800-255-1470, ext. 4.