CPE + Events Catalog

After purchasing this bundle, you will automatically be registered for all five sessions included in the series (40 hours CPE credit total). See dates/topics included in the series at the bottom of page. The 2026 CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose an entire year's worth of CPE with a single decision! The CFO Series consists of a year's worth of CPE including 20, brand new two-hour topics presented by different speakers spread over three months. Arrange all 40 credits you need by signing up for just one series. Each day is offered virtually for your convenience and runs from 8:00am to 3:30pm. You can register for one, two, three, four or five days - whichever works best for you. Sign up for the series bundle and save up to $200!

After purchasing this bundle, you will automatically be registered for all four sessions included in the series (8 hours CPE credit total). See dates/topics included in the series at the bottom of page. 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 New tools, evolving regulations and emerging risks mean today’s knowledge can quickly become outdated.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 Spring/Summer AI Series delivers four, expert-led sessions designed to help 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.  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 - Spring/Summer Bundle and save up to $80!

Welcome to the 2026 OSCPA Strategic Leadership Forum & Annual Meeting Connect | Lead | Inspire As a member, we invite you to join other members at the OSCPA Strategic Leadership Forum (SLF). This is your opportunity to step away from the day-to-day, recharge on the coast, and invest in your leadership journey.This energizing event welcomes all OSCPA members, including experienced leaders, aspiring change makers, those looking to grow their impact within the profession, CPA candidates and students. You’ll gain insights into the trends, challenges and opportunities shaping the future of accounting, hear from nationally recognized speakers, and connect with peers who share your commitment to professional excellence.We’re returning to the beautiful Best Western Plus Agate Beach Inn in Newport—a highly rated venue with ocean views and easy access to the coast’s natural beauty.Whether you're a firm partner, mid-career manager, new leader, or simply looking to re-engage with the OSCPA community, this Forum is for you.CPE: 10.8 = 1.2 Tech & 9.6 [NT] Download Program (PDF) Why Attend? Featured Presentation from Steven Fulmer, Steven Fulmer, Inc., Portland, Oregon Meet Special Guest and Presenter Lexy Kessler, AICPA Chairman of the Board Hear the latest Legislative Update from the 2026 Regular Session Interactive Sessions focused on leadership, strategy, and trends Meaningful Networking with professionals across Oregon Relaxed Coastal Setting to reflect, recharge, and connect High-energy Tuesday evening Social, Dinner & Gathering! This year's theme is Hawaiian Night: Play, Sip and Aloha!  Wear your Hawaiian or casual summer attire and join in on the fun with trivia, casino night, giveaways and more! Includes the OSCPA Annual Meeting Featured Speaker: We are joined by Steven Fulmer, Steven Fulmer, Inc., speaker, trainer, and coach. In his 30+ year career there's one truth he has come across again and again and that is: Each and every person has the capacity for incredible leadership over their own life.Master of Ceremonies: Adam Abplanalp, 2026-27 OSCPA Chair of the Board Hotel Accommodations and Reservations: Best Western Plus Agate Beach Inn, 3019 North Coast Highway, Newport, OR 97365 Hotel room rates are now based on hotel leisure rate. Call the hotel directly at 541-265-9411 for reservations. Prefer to reserve a room online? Click here to make your reservation. OSCPA Strategic Leadership Forum & Annual Meeting is Open to All OSCPA Members! We welcome all OSCPA members who are interested in leadership, connection, and professional growth.Member Registration: $99* (includes full program & Annual Meeting)The full program is open to any member who wants to both build their leaderships skills and attend the Annual Meeting.      *Need scholarship assistance with the registration fee? Contact Sherri McPherson or 503-597-5480. Optionally, members may register for the OSCPA Annual Meeting & Breakfast as a stand-alone program. There is a $25 fee for this option; pre-registration for the in-person Wednesday morning program is required. Please call 503-641-7200 / 800-255-1470, ext. 4 to register for this Wednesday morning option only. We’re committed to fostering a welcoming environment for all attendees. If you have any questions about accessibility, accommodations, or the event itself, please reach out — we’d love to hear from you.Let’s shape the future of the CPA profession together — we hope to see you there!Thank you to our 2026 Gold Sponsors Finley Davis Private Wealth, Internetworks and Summit Bank.                                             Questions? Please contact the membership team at 503-641-7200 / 800-255-1470, ext. 4.

AI is reshaping audit, tax, and finance. This update surveys what's real in 2026: core concepts, major tools, risks/controls, and practical CPA use cases. Leave with a clear vocabulary, a current landscape view, and actionable talking points for staff, clients, and vendors.

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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.

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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? This event is part of OSCPA's 2026 CFO Series, designed to provide a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to choose multiple days 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 1 and save $20 of this webcast. Register for the 2026 CFO Series Bundle and save up to $200 (that is $40 off each course)!

Construction and real estate are deeply connected — and now CPAs and accounting professionals will gather in one place. The new Construction & Real Estate Conference combines the most relevant updates, strategies, and industry insights into one comprehensive program.  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 Construction & Real Estate Project Committee for developing the 2026 conference. Thank you to our Gold Sponsors ImpactWest and Madras Accountancy.

Construction and real estate are deeply connected — and now CPAs and accounting professionals will gather in one place. The new Construction & Real Estate Conference combines the most relevant updates, strategies, and industry insights into one comprehensive program.  A special thank you to the members of the Construction & Real Estate Project Committee for developing the 2026 conference. Thank you to our Gold Sponsors ImpactWest and Madras Accountancy.

New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like "LLM" and "agentic AI" really mean, and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance.

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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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Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, it a tool that every CPA should have a basic understanding of how to use it and apply it in usiness. This course will provide a comprehensive review and demonstration of how to put Google Gemini 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 Gemini on your computer. Practice files will be provided so that you don't have to expose your confidential data.

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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? This event is part of OSCPA's 2026 CFO Series, designed to provide a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to choose multiple days 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 1 and save $20 of this webcast. Register for the 2026 CFO Series Bundle and save up to $200 (that is $40 off each course)!

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.

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This comprehensive course empowers professionals to revolutionize their organization's communication and collaboration strategies using Microsoft 365's powerhouse tools: Outlook and Teams. Participants will dive deep into the major features and functions of Microsoft Teams, including chat, meetings, webinars, and seamless integration with SharePoint for storage and real-time collaboration. They'll discover how to leverage Teams effectively for in-office, hybrid, and remote work environments, maximizing productivity and streamlining communication across their organization. Beyond Teams, the course delves into Outlook's advanced capabilities, offering practical tips and tricks to enhance email management, calendar organization, and contact sharing. Attendees will also explore other essential Microsoft 365 applications, such as SharePoint, Planner, To Do, Whiteboard, and OneDrive, to create a unified and efficient digital workspace. These tools will help professionals organize tasks, visualize ideas, and securely store and share files. By the end of this course, participants will be equipped with the skills to transform their organization's collaboration efforts, boost productivity, and harness the full potential of Microsoft 365's communication and productivity tools.

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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In today's digital age, financial professionals are at the forefront of a relentless battle against identity theft and data breaches. With cybercriminals constantly evolving their tactics, staying one step ahead is no longer just an option—it's a necessity. This course offers a deep dive into the mechanisms of digital threats, equipping attendees with the vital knowledge and strategies required to safeguard their clients' sensitive information. Participants will gain insights into the latest attack profiles and breach methods, learning not just how to react, but how to proactively protect against potential security compromises. Understanding that prevention is only half the battle, the course also provides a comprehensive guide on recovery from identity theft and data breaches. Attendees will leave with actionable recommendations for enhancing security measures and an informed perspective on the nuances of digital defense. This is an opportunity for financial experts to fortify their defenses against the ever-present danger of cyber threats. Don't miss the chance to enhance your expertise—secure your spot now and empower yourself with the tools to maintain the integrity and trust that is the foundation of your profession.

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.

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.

In today's fast-paced technological environment, staying ahead is crucial for accounting professionals. At the 2026 Technology Conference by K2 Enterprises, nationally recognized speakers will offer practical solutions to real-world technology challenges and insights into emerging technologies like Artificial Intelligence. Attendees will gain the knowledge and preparedness necessary to navigate the ever-changing technology landscape confidently, both now and in the future.

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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