CPE + Events Catalog

Excel is the default program for many financial professionals-and highly effective-if used correctly. It can be used for everything from simple tabular analysis to creating in-depth aggregate pivot tables. This course will give participants the necessary tools to turn data into meaningful information and will examine cutting edge ways to store, retrieve, report, and analyze data using Excel and plugins. It will provide recommendations on how to more efficiently use Excel and potential traps to avoid. Participants are encouraged to bring their technology devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets, and demo tools. Financial professionals will walk away from this course with valuable tools and insights into understanding, managing, and utilizing data in an organized and meaningful manner inside their organizations.

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.

This course focuses on implementing cybersecurity policies, controls, and risk management strategies tailored to financial environments. It emphasizes practical applications to mitigate threats and highlights global compliance standards, particularly their relevance and applicability to U.S. organizations. OSCPA has partnered with the Washington Society of CPAs for this event.

In today's digital landscape, data loss can be catastrophic - whether it's your personal photos, critical business documents, or enterprise-level databases. Organizations and individuals face numerous threats including ransomware, hardware failures, natural disasters, and human error. The implementation of a robust backup strategy isn't just an IT consideration - it's a fundamental business requirement. Understanding the various backup methodologies, from local storage to cloud solutions, and knowing how to implement them effectively can mean the difference between quick recovery and devastating loss. Don't wait until disaster strikes to realize the importance of a comprehensive backup strategy. This course provides you with practical, actionable knowledge about modern backup solutions, from personal cloud storage to enterprise-level systems. You'll learn how to evaluate and implement various backup technologies, create effective retention policies, and ensure your data remains secure and accessible when you need it most. Join us to develop the skills needed to protect your digital assets and ensure business continuity in an increasingly complex technological landscape.

Artificial intelligence isn't coming to accounting—it's already here. From generative AI tools transforming how we draft communications to machine learning algorithms quietly working in your accounting systems, AI is reshaping daily practice operations in 2026. This conference cuts through the hype to give you practical, actionable knowledge about implementing AI technologies safely and effectively in your practice. Whether you're just getting started with AI or looking to expand beyond basic prompts, we'll cover the full spectrum: generative AI applications, machine learning integration in accounting workflows, fraud detection through anomaly identification, and the security considerations that matter for client data protection. You'll walk away with a clear understanding of what AI can actually do for your practice right now—not theoretical possibilities, but real implementations you can start using. We're going beyond ChatGPT basics to explore how different AI technologies work together in modern accounting environments, how to evaluate AI tools for your specific needs, and how to build guardrails that protect your clients while capturing efficiency gains. This is your opportunity to move from AI-curious to AI-competent, with two full days spread across the year to build your knowledge progressively.

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.

Back by popular demand! After a highly-rated Member Appreciation Day last year, we are bringing it back—because you asked, and because OSCPA values your continued membership. As a thank-you to our members, we’re offering a day of expert-led learning at no cost. That’s up to five hours of FREE CPE, exclusively for OSCPA members. Join us for an engaging learning experience designed to keep you informed, inspired, and connected—while earning complimentary CPE from trusted experts and partners.CPE: Up to 5 hours Why Attend? Back by Popular Demand: Our fall Member Appreciation Day was a huge success—don’t miss this encore event Expert-Led Sessions: To be announced soon Diverse, Practical Topics: Sessions tailored to the evolving needs of accounting professionals Earn up to 5 Free CPE Credits: Complimentary and exclusive to OSCPA members Stay Current: Get timely updates on key developments impacting the profession Enhance Your Skills: Gain actionable insights you can immediately apply for clients and your organization Who Should Attend? This event is designed for OSCPA members at every career stage—from seasoned professionals to those new to the field—who want to build career-skills and stay current. Not an OSCPA member yet? Join OSCPA today and unlock exclusive benefits—starting with free access to this members-only CPE experience.  Join or renew here. Space is limited, and interest is high following last year's success. Register now to secure your spot today!         

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.

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. OSCPA has partnered with the Washington Society of CPAs for this event.

QuickBooks Desktop, Online, and Enterprise Solutions remain three of the most widely used accounting applications in use today. However, each platform continues to experience major changes across several fronts. Feature sets, licensing requirements, and price changes all impact users at unprecedented levels. Further, competition continues to emerge in the small business accounting battleground, adding confusion to the options existing QuickBooks and QuickBooks Online users may have. In this session, you will learn about many of the changes impacting QuickBooks Desktop, Online, and Enterprise users, and you can manage these changes for the benefit of your company or your clients.

Are you tired of struggling to create compelling charts and graphs? Join our session and transform your data into stunning visualizations that captivate and inform your audience. This isn't just another seminar on basic charts; it's a comprehensive guide to mastering advanced, interactive, and dynamic visualizations in Excel. In this session, you'll learn how to create visually appealing charts that are not only informative but also engaging. Discover the secrets to making your data come alive with interactive elements that ensure your audience understands and retains the information you present. Whether you're looking to enhance your communication skills or impress your stakeholders, this seminar is a must-attend. Don't miss out on the opportunity to take your Excel skills to the next level. Sign up now and start creating visualizations that make a lasting impact!

Some estimates indicate that business professionals spend almost half their time in Excel applying formats. If you want better formatting results in less time, participate in this session to learn the best practices for formatting your Excel spreadsheets. In this session, you will learn best practices for applying formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial time when working in Excel.

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.

With approximately 500 functions now available in Excel, some newer and more powerful tools are easily overlooked. But if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel's more advanced features - some new and some legacy - to elevate your productivity to higher levels. In this session, you will learn about many of Excel's newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel's FORECAST.ETS function. Regardless of your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.

Develop your soft skills in training courses that benefit both the person attending and their organization. This course is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers more effective with others, and increase the organization's bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries. 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.

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 business. 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.

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.

As working remotely becomes the new normal, virtual meetings are now the norm. How do you put your best foot forward and make sure your space and tech are up to the challenge. We will show you some of our favorite tech to make you stand out. From the best cameras and microphones for outstanding quality to using a green screen and making custom backgrounds, there are many ways to look and sound your best.

Free to OSCPA Members: Get the latest updates on trends and issues impacting you and the accounting profession. Join your colleagues at the OSCPA 2026 Professional Issues Update. We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available.

Free to OSCPA Members: Get the latest updates on trends and issues impacting you and the accounting profession. Join your colleagues at the OSCPA 2026 Professional Issues Update.