CPE + Events Catalog

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.

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.

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.

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.

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.

The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places where businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they and their companies secure digital information. OSCPA has partnered with the Washington Society of CPAs for this event.

"It's the little things that matter." We are so busy that we sometimes fail to do the fundamental duties as well as we should. How can we get more out of every audit, reduce the pressure, and streamline the process? What lessons can we learn from diabolical and brazen fraud activities? We need to re-examine our internal controls so they will be effective today and will scale to remain effective in the future. Even the Statement of Cash Flows can be made much more effective - we will show you how. These 'little things' can and do have an outsized impact. We will review today's best practices. We can all learn from the mistakes made by others so we will be even more efficient. This day of the CFO Series will focus on these four topics: Audit Survival Toolkit: Tactics to Reduce Stress and Get Through Audits with Confidence Internal Controls That Matter: Protection with Simple, Smart, and Scalable Practices Cash Flow Clarity: Effectively Communicate Cash Flows to Drive Better Decisions Amazingly Crazy Fraud Cases - Fraud So Wild It Shouldn't Be Real OSCPA has partnered with the Idaho Society of CPAs for this event.

Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. 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.

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Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently completing engagements, explore methods for assuming higher levels of responsibility, and develop your ability to assess risk and materiality. Learn how AI can be used on engagements to enhance efficiency and quality. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas. 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.

Whether you are a seasoned executive or a young staff professional, you are involved with tasks that can make or break the organization. Raising financing is the single most important duty of leadership, especially for those in finance. We will show you how to raise capital efficiently, detailing a proven process. Strategy is vital, but most organizations do a poor job of implementing their strategy. A great strategy that was poorly implemented is pointless. Are we getting the most out of our talent? Do we really understand which clients are valuable and which are not? Are we retaining our top talent and getting the most from their contributions? There is a right way and a wrong way. These skills are invaluable and indispensable. Please join us to enhance your vital skills! This day of the CFO Series will focus on these four topics: Raising Capital: How to Execute the Leaders' Most Crucial Responsibility Accounting for People: Workforce Trends and Talent to Add Value Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients Activate and Execute Your Strategy: Turn Planning into Results OSCPA has partnered with the Idaho Society of CPAs for this event.

Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables - including grouping options for fiscal periods - and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day! This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.

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. 

The QuickBooks ecosystem of accounting tools remains the most widely-used set of accounting applications small businesses use. Yet, many of these organizations struggle because of inadequate internal controls. In this seminar, you will learn options for improving internal controls in small businesses running QuickBooks Pro, Premier, Enterprise, or Online. Participate in this program to understand how you can create a robust system of internal controls in a small business environment, including businesses using QuickBooks accounting solutions. In this session, you will also learn about the four common types of internal controls and how to assess the relative condition of the internal control structure of a small business. With this background in place, the focus then shifts to discovering the opportunities to enhance internal controls in QuickBooks-based environments using features found in the application. In addition, you will learn about additional internal control procedures for situations where you cannot establish adequate controls in QuickBooks. While many believe that QuickBooks-based organizations will forever face weak internal control structures, participating in this session will teach you how QuickBooks-based businesses can benefit from strong internal controls.

Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with SAS 136 and other recently issued SASs. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments, and plan mergers and acquisitions. OSCPA has partnered with the Washington Society of CPAs for this event.

This presentation focuses on four perspectives on how technology has changed our profession and life. Are you and your organization using AI? Are you using AI effectively? What happens when a teammate posts something offensive on social media? We must stay abreast of and be aware of the myriad uses, perils, ethics, and advantages of AI. What are the numerous considerations? The spotlight is to always enhance our skills and help our organization improve. Technology is always moving forward, just as we should. Otherwise, we risk being left behind. Join us to learn best practices. This day of the CFO Series will focus on these four topics: Living in the World of AI - How AI Has Changed Ethics Accounting in the Age of AI: What Every Leader Must Know About Using AI AI Is Not the Enemy: Practical Tools to Harness Technology Beyond Likes and Shares: Can Social Media Really Work at Work? OSCPA has partnered with the Idaho Society of CPAs for this event.

In today's ever-evolving regulatory landscape, maintaining relevance in the profession is crucial. Participants can stay up to date with the rapid developments in accounting and auditing through our comprehensive course. They'll delve into recent pronouncements, exposure drafts, and additional guidance pertinent to accounting,auditing, and review, compilation, and preparation engagements. This course will help participants navigate the complexities of these developments and assist them in identifying and implementing the latest standards and guidance from FASB, PCAOB,ARSC, and ASB. OSCPA has partnered with the Idaho Society of CPAs for this event.

By providing essential information to help train staff and manage preparation,compilation, and review engagements, this course will help participants comply with the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). This course explores the latest developments and case studies through a practice-oriented review that fosters an engaging and informative discussion among experienced participants.This practical approach enhances the learning experience, making the course educational and applicable. OSCPA has partnered with the Idaho Society of CPAs for this event.

What can we do when the world changes constantly This four-topic presentation spotlights various methods to enhance decision-making in a dynamic, ever-changing environment, focusing on proven and new risk reduction techniques. We also take an in-depth look at the practices that work and the ones that do not. The focus is straightforward: understanding risk and getting the most return from risk reduction with verified approaches to increase profitability, since our mission is to increase the value of the organization. This day of the CFO Series will focus on these four topics: Acute Uncertainty Will Never Go Away: Can We Prevent Our Plans from Failing? Decision Making in a Non-linear World: What They Did Not Teach in Management Accounting Advanced Financial Analysis: Choosing the Right Tools in a World Full of Randomness Diversification: A Risky or Risk-Averse Strategy? OSCPA has partnered with the Idaho Society of CPAs for this event.