CPE + Events Catalog

ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it is a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put ChatGPT to work for you and your clients. It is designed as a "hands-on" course that facilitates your following along with the presenter while applying the features of ChatGPT on your computer. Practice files will be provided so that you don't have to expose your confidential data.

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Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this is a course that teach how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates you following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don't have to expose your confidential data.

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Elevate your Excel expertise with K2's Advanced Excel program! This laptop-friendly course is designed for experienced Excel users who are ready to take their skills to the next level. In this session, you will master critical advanced Excel skills in six key areas: Collaborating seamlessly with other users and securing your workbooks Utilizing tables to analyze and report data efficiently Integrating and manipulating data from external sources with ease Creating and auditing complex formulas Harnessing advanced data analysis tools for deeper insights Employing visualization techniques to communicate information effectively Drawing from over thirty years of experience in delivering Excel training to accountants and business professionals, this program is packed with relevant, real-world examples that reinforce the topics presented. Don't miss this opportunity to become more efficient and proficient in Microsoft Excel, the go-to tool for accounting and financial professionals. This course covers advanced Excel topics that are essential for business success. Participate in this session to elevate and transform your Excel skills!

This course focuses on the key federal tax issues affecting business from the internal accountant's point of view, with a focus on the major ramifications of recent tax legislation and developments. Planning alternatives and the potential risks associated with those strategies will also be discussed.

Learn about important issues that impact your clients in farming, ranching, and agriculture! We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available. A special thank you to the members of the Farming, Ranching & Agribusiness Project Committee for developing the 2026 conference.

Learn about important issues that impact your clients in farming, ranching, and agriculture! A special thank you to the members of the Farming, Ranching & Agribusiness Project Committee for developing the 2026 conference.

Protecting yourself from ransomware requires more than just anti-virus software. Additional technology protections are necessary. Further, business continuity, legal and regulatory, and cybersecurity insurance considerations should all be a part of your risk abatement strategy. Attend this session to determine if your current level of ransomware protection reduces your risk to an acceptable and identify ways to ensure that you are protected.

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 accounting standards related to the two largest standard updates in years, 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.

This introductory half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Aprio, Lake Oswego, who is recognized for her extensive national expertise and instruction skills in this arena. You will gain an understanding of nexus, and nexus requirement for apportionment and different methods for different businesses. Learn the difference between apportioned and allocated income, as well as how business/nonbusiness income is determined. You will also learn how each of the factors for property, payroll, and sales are calculated.

This introductory half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Aprio, Lake Oswego, who is recognized for her extensive national expertise and instruction skills in this arena. You will gain an understanding of nexus, and nexus requirement for apportionment and different methods for different businesses. Learn the difference between apportioned and allocated income, as well as how business/nonbusiness income is determined. You will also learn how each of the factors for property, payroll, and sales are calculated.

The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.

The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a substantial competitive advantage. This course will teach you the fundamentals of agentic AI and how you can put them to work in your firm or business.

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The Ultimate Toolkit for Mid-Level Tax Staff The 2026 AICPA Tax School Level 2 expands the depth and breadth of your staff's tax knowledge through a series of courses designed to strengthen your firm and accelerate professional growth. This 3-day experience includes four complete courses covering key areas to equip staff with the confidence and skills to work more independently and take on greater responsibility. Advanced Tax Planning S Corporations Advanced Taxation Partnerships & LLCs Tax Planning for Small Businesses Estate & Trust Primer Some sessions IRS CE approved OSCPA has partnered with the Idaho Society of CPAs for this event.

The traditional process of chasing receipts and manually reconciling credit card statements is being replaced by intelligent systems that capture data at the point of purchase. This course provides a practical look at the current landscape of expense and bill management technology, featuring tools like Dext, Bill.com, and the automated features within leading small business accounting solutions. We will examine how these platforms use mobile apps, email integration, and OCR technology to stream transactions directly into the books, significantly reducing manual data entry while maintaining the necessary oversight and approval workflows that businesses require. Participants will explore the practical benefits of modernizing their "cash-out" processes, from deploying virtual cards with built-in spending limits to utilizing AI-driven anomaly detection to flag duplicate or unusual activity. We will discuss the features and benefits of various online payment systems and why a business might choose one solution over another based on their specific integration needs. By the end of this session, you will understand how to build an efficient, transparent expense management system that provides real-time visibility into company spending while strengthening internal controls.

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Anyone who has ever attended a lecture-format ethics seminar knows there is a much better way. Cases in Corporate Ethics provides an opportunity for lively group discussion of real world, ethical dilemmas. Cases in Corporate Ethics examines eight cases drawn from real life business conflicts involving corporate financial managers.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.

Wow! So many new Excel features and so little time! Microsoft continues to add tremendous functionality to Excel - the business professional's tool of choice. Yet most Excel users have not discovered these new tools and remain mired in yesterday's practices for working in Excel. In this session, you will learn how to use many of Excel's latest features to work more efficiently and effectively with your spreadsheets. Participate in this session to learn about recently released features such as PIVOTBY, GROUPBY, Office Scripts, integration with Copilot, new ways to share and collaborate in Excel, and data entry and formula improvements. If you work with Excel - and who doesn't - this session is necessary to help you improve your efficiency and effectiveness when using Excel.

Although the Inflation Reduction Act increased the IRS budget, Congress continues to battle about whether this funding will be continued. The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax, and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax, and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.NOTE: This course qualifies for IRS CE (PTIN) credit. To receive IRS CE credit, please email your PTIN to profdev@orcpa.org at the end of the course. Surgent will report credit at the end of each quarter.If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email profdev@orcpa.org.

Stay at the forefront of the rapidly evolving tax landscape with our mid-year technical update. The first half of 2026 has already delivered critical administrative guidance and pivotal court rulings that fundamentally impact tax planning and compliance for individuals and businesses alike. This webcast provides an exhaustive analysis of federal tax developments from January 1, 2026, through the date of the course, ensuring you are equipped with the most current information available.

Buying, selling, or gifting a business requires thoughtful tax and estate planning to ensure a smooth and tax- efficient transaction. This course provides a practical overview of the key tax implications and planning techniques involved in structuring these transfers. You'll examine valuation methods, transaction types, and the tools needed to guide clients through complex business decisions. We'll also cover strategies for minimizing tax exposure and preserving family wealth, including the use of trusts, partnerships, and ESOPs. Special attention is given to transferring business interests in a way that aligns with both personal and financial goals. Whether planning an exit or succession strategy, this course prepares you to offer informed, creative solutions.

This course provides a clear, practical comparison of Google Workspace and Microsoft 365, giving financial professionals the insight required to determine which platform best fits their organization's operational needs. Building on the foundational distinctions outlined in the source material, such as collaboration features, file sharing structures, email tools, and real time editing capabilities, the course now incorporates the latest advances in AI powered productivity tools, including Microsoft Copilot and Google Gemini. Participants examine how these enhancements influence daily workflow, team communication, document creation, and small business scalability. By the end of the program, attendees will be equipped to make a confident, well supported technology decision. The course emphasizes practical evaluation, including pricing considerations, usability, cloud storage behavior, security fundamentals, and the strengths and limitations of each suite for small and mid sized organizations. The focus remains on real world business requirements—helping teams choose the platform that delivers the best blend of productivity, collaboration, and long term value.