CPE + Events Catalog
Download the 2024-25 CPE Catalog (pdf)
Bottles, Brews & Buds Conference 2024 (4 hours - afternoon) – Webcast
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Online
4.0 Credits
Member Price: $239
Are you passionate about wine and spirits? Does accounting for ale ignite your curiosity? Perhaps you’re even intrigued by cannabis accounting. If so, we invite you to embark on a unique learning journey that will transform your practice in these booming sectors.Update: This event format has changed from 8 hours to 4 hours. You will see a new lower fee from originally advertised. This event is a collaborative production of Alaska, Colorado, Idaho, Montana, Oregon, and Washington State Societies.
K2's Advanced Quickbooks Tips and Techniques (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
The QuickBooks platform - including the desktop and online environments - is one of the leading accounting solutions for small and growing businesses. Further, Intuit has incorporated numerous advanced features and changes into the tools over the past few releases. This seminar will teach you how to use many new and advanced features in the desktop and online environments to help you solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to use the Client Data Review feature to streamline how to identify and correct errors and close accounting periods in QuickBooks. Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. So, take advantage of this opportunity to learn about QuickBooks' "deep" features to maximize your effectiveness with QuickBooks.
K2's Case Studies in Fraud and Technology Controls (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk.A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.
K2's Business Continuity – Best Practices for Managing the Risks – Webcast
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Online
8.0 Credits
Member Price: $310
Are you and your team members prepared for a business disruption? Natural disasters, technology glitches, human failures, sabotage, and terrorism threaten businesses of all sizes today. In this course, you will learn how to develop and implement a business continuity plan (BCP) to help manage the risks associated with business interruptions. In addition, you will learn how to address critical issues related to staffing, how virtualization can speed recovery times, and how Cloud-based storage, synchronization, and mirrored databases can help ensure that you always have access to your critical data and applications. Most importantly, you will learn to identify your organization's significant risks and create an effective plan to address these contingencies.Today's technology-dependent organizations must have a plan for operating when facilities, power, communications, or technology fail or become compromised. Unfortunately, many companies only learn about critical infrastructure weaknesses after experiencing an outage. Participate in this course and learn how to identify, understand, and develop strategies for mitigating risks of business interruption.
K2's Microsoft Access – Tables, Queries, and Beyond – Webcast
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Online
8.0 Credits
Member Price: $310
Microsoft Access is an enigma to business professionals, primarily because many try to use Microsoft Office Access as they use Excel. Unfortunately, they fail to understand that the two applications are decidedly different tools, and they become frustrated when they do not realize their intended results. In this course, you will learn about tables and queries - two cornerstone pieces of databases. You will also learn how to link data between multiple tables and why your choice matters. Moreover, you will learn how to design and create a complete database, including one with Forms and Reports. If you're serious about using Microsoft Office Access to manage larger volumes of data, this course is for you.
K2's QuickBooks for Accountants – Webcast
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Online
8.0 Credits
Member Price: $310
The QuickBooks platform is robust with features and capabilities that many users are unaware of or do not know how to utilize effectively. This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues even experienced QuickBooks users struggle with, such as locking down prior periods. This program starts fast with a chapter covering the top issues accountants face with QuickBooks. Then, the day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues like setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features. Also, you will learn how to lock down transactions in prior periods, use the audit trail, customize reports, export reports to Excel, and extend QuickBooks' usefulness with tools such as the Fixed Asset Manager and Loan Manager.
K2's Next Generation Excel Reporting – Webcast
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Online
8.0 Credits
Member Price: $310
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel's "legacy" features, and you have significant new opportunities to improve your Excel-based reporting environments.In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
K2's Data Analytics for Accountants and Auditors (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
In the world of "Big Data," virtually all business professionals have become data analysts, at least to some extent. However, that is particularly true in auditing, where internal and external auditors increasingly turn to data analytics to identify situations requiring follow-up and investigation. Those who understand how to use various tools to assist in these efforts benefit by conducting more thorough analyses and achieving superior results in less time.In this session, you will learn about various tools and techniques you can use for more thorough data analyses. The discussion includes Excel as a data analysis tool, multiple Excel add-ins, and Microsoft's Power BI application. If you're seeking to improve your skills in the field of data analytics, this session is the one for you!
K2's Implementing Internal Controls In QuickBooks Environments (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $195
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.
K2's Improving Productivity with Microsoft 365/Office 365 Cloud Applications (4 hours - morning) [NT] – Webcast
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Online
4.0 Credits
Member Price: $195
Many Microsoft 365/Office 365 subscriptions include robust Cloud services for improving productivity. Foundational services, such as SharePoint Online, OneDrive for Business, and Exchange Online, join with other powerful tools such as Teams, Planner, Power Automate, Forms, and Power Apps to provide a productivity platform second to none. Unfortunately, most users will never benefit from working with these tools simply because they remain unaware of these features.Plan to attend this session to learn about the "rest of 365" and how these Cloud-based applications can enhance personal and team productivity while simultaneously facilitating remote working arrangements. Don't miss this opportunity to get all the knowledge and guidance necessary to leverage your investment in Microsoft 365/Office 365 fully.
K2's Introduction to Excel Macros (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $195
You have used Excel for years and perhaps Lotus 123 before that. And through all that time, you have repeatedly said, "One day, I'll learn how to write macros." Finally, that time has arrived because this four-hour program will introduce you to the wide world of Excel macros and Visual Basic for Applications (VBA).This course teaches the fundamentals of creating and working with macros in Excel and is designed specifically for those with little experience working with macros. More specifically, taking this course will teach you how to use Excel's Macro Recorder to write simple yet effective macros. You will also learn how to secure and share macros with other Excel users and create user-defined functions to solve specific accountant-centric problems in Excel. Further, you will learn how to create macros that run when a user opens a workbook and VBA basics. Don't miss this unique opportunity to learn how to begin working with macros - one of Excel's most powerful tools.
Forensic Accounting: Fraud Investigations – Webcast
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Online
8.0 Credits
Member Price: $270
Forensic accounting has been a rapidly growing part of the accounting profession for some time. The rapid expansion of technology, growth in various sectors of business and industry, and the rise and increase in complexity of white-collar crimes contribute to this growth. A diverse range of clients as well as cases involving all types of fraud make this an attractive profession, and one that is always in high demand. This course is designed to elevate your expertise and skills, regardless of whether you come from an audit background, work in the public sector, or are aspiring to become a forensic accountant. This comprehensive course will equip you with the fundamental knowledge needed to identify, investigate, and effectively communicate your findings. As an added resource, you will receive a copy of the AICPA's Forensic & Litigation Service's Forensic Accounting - Fraud Investigations practice aid, serving as valuable guidance for future reference. OSCPA has partnered with the Washington Society of CPAs for this event.
Business & Industry Conference – Webcast
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Online
8.0 Credits
Member Price: $310
Learn about the hot issues impacting members in business and industry.
Year-End Tax Planning: Thinking Outside the Box (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2023-24 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don't wait until late December to start planning for your clients!
Guide and Update to Compilations, Reviews, and Preparations (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $175
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements. OSCPA has partnered with the Washington Society of CPAs for this event.
Oregon Ethics and New Developments (4 hours - morning) – Webcast Replay
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Online
4.0 Credits
Member Price: $185
Award winning discussion leader Mark Hugh will review the AICPA Code of Professional Conduct and key Oregon differences; discuss new developments at the national and state level in ethics in the last two years; best practices for CPAs in public accounting and industry; highlight emerging issues; and discuss Oregon administration and enforcement, including case studies.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.
Cutting Edge Tax Strategies for Real Estate – Webcast
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Online
8.0 Credits
Member Price: $310
Join Greg White and George Koutelieris, CPAs, as they walk through strategies for purchasing real estate, passive activity rules (including the exceptions for real estate professionals and short-term rentals), the self-employment tax exception for rental real estate, partial disposition losses, converting nondeductible interest expense to deductible interest expense, and like-kind exchanges. They will also cover how to break out the purchase price apportioned to improvements into its components: building, land improvements, and personal property. Finally, they will cover common issues with Airbnb properties and take a deep dive into claiming bonus depreciation, Section 179 and de minimis deductions on real estate.Don't miss this chance to get an in-depth look at the changes in real estate taxation so you can advise real estate investors and developers with confidence.
K2's Securing Your Data – Practical Tools for Protecting Information (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Security is not optional, and yesterday's security techniques do not minimize today's threats. Therefore, now is the time to tune up what you know about protecting sensitive data. This program will teach you the latest tools and techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication, and more. You will also learn how to implement a practical, five-step approach to securing your PC and the questions you should ask your staff to ensure server-based information remains protected. Security failures, such as client or customer data breaches, are costly - they can even drive your company out of business. So, what security tools do you need, and how should you use them to secure your sensitive data and systems? Can you risk attempting to manage today's threats using yesterday's techniques? Participate in this program to learn how to identify viable and practical solutions to mitigating today's security threats.
K2's Small Business Accounting Shootout (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
The market for accounting solutions designed for small businesses has never been better! From traditional desktop applications to newer Cloud-based solutions, small businesses have affordable options available today that were unthinkable for many just a few years ago. In this seminar, you will learn about these options and receive the benefit of an unbiased comparison of many of today's leading solutions, helping you make an informed decision about the future direction of your accounting platform.You will learn about solutions from Intuit, Sage, Xero, Wave, and Zoho to help you decide whether to remain with your current platform or switch to a different one. Additionally, you will learn about various third-party add-ins to help you make informed decisions about issues such as automated data entry, sales tax processing, reporting, and business intelligence. In sum, if you are the least bit curious about the accounting options available for smaller businesses, this is the most critical session you will participate in this year.
Oregon's Pass-Through Entity Elective Tax (PTE-E) (2.5 hours - morning) – Webcast
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Online
2.5 Credits
Member Price: $69
Join experienced local practitioners for a deep dive into the Oregon Pass-Through Entity Elective Tax ("PTE-E"). This will include background on the program, changes from 2023 to 2024, and how to advise clients on the PTE-E and other pass-through elective state taxes. The course will include an overview of the PTE-E program, forthcoming potential changes from the Oregon Department of Revenue and Oregon Legislature, and how the PTE-E can interact with similar laws in other states. We will also include a survey of programs currently available in other states throughout the country, with a focus on what Oregon practitioners and businesses should know. Practitioners will offer their perspectives on planning for the PTE-E and other SALT workaround programs, how this practically applies to client situations, and insight into planning opportunities and pitfalls.