CPE + Events Catalog
Download the 2024-25 CPE Catalog (pdf)
Professional Conduct & Ethics – AICPA and Oregon Board CPA Regulatory Update by Jim Rigos (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $185
National Chair of the American Academy of Attorneys-CPAs Ethics Committee, instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the Board of Accountancy Administrative Rules for CPAs.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.
Joint OSCPA, OAIA & Oregon Board of Accountancy Town Hall: An Overview of Regulatory Activity (2 hours - morning) [NT] - NEW! - Webcast
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Online
2.0 Credits
The town hall will be covering the Oregon Board of Accountancy's (BOA) regulatory activity. We will update licensees about proposed 2025 legislative changes. This will be followed by an open Q&A with an opportunity for attendees to provide input and ask questions.
SALT Mastery Series: Think Before You Act: Responding to State and Local Tax Notices and Audits (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $69
Facing state and local tax notices or audits can be daunting, but this session of the SALT Mastery Series equips you with the tools to navigate these challenges with confidence. Led by industry experts, you'll learn general strategies for effectively responding to tax notices and gain insights into coaching your clients through these complex situations. Discover essential tips, avoid common traps, and uncover opportunities for representing clients in notices, audits, and appeals. Plus, learn how to recognize and escalate widespread issues that may impact multiple clients. Join us for this in-depth session and enhance your ability to respond swiftly and successfully to SALT challenges.
Northwest Federal Tax Conference™ (2 days) – Webcast
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Online
16.0 Credits
Member Price: $535
Are you looking to stay at the forefront of the ever-evolving tax landscape? Look no further than the OSCPA Northwest Federal Tax Conference™! Join us for an unparalleled opportunity to enhance your expertise, connect with industry leaders and gain valuable insights into the latest federal tax regulations and strategies. Our conference brings together top-notch speakers in an engaging networking setting, all dedicated to empowering you with the knowledge and tools needed to excel in today's complex tax environment. CLE-OR Credit: Pending ApprovalIRS CE: Pending Approval Discounts: First-Time Attendee: Enjoy a $50 discount as our way of welcoming you to the conference. To receive discounts, call OSCPA to register at 503-641-7200 / 800-255-1470, ext. 3, or email profdev@orcpa.org.
SALT Mastery Series: Oregon Corporate Activity Tax (CAT): Form and Substance Matter! (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $69
Unlock the complexities of the Oregon Corporate Activity Tax (CAT) in this detailed session of the SALT Mastery Series. Join us for an in-depth walkthrough of CAT return completion, where you'll learn to accurately navigate apportionment and unitary group issues. Gain clarity on special rules and exclusions for certain industries, and ensure your clients are well-prepared for potential audits. Plus, explore the question of whether CAT should be included on the invoice. Led by top tax professionals, this session equips you with practical strategies to manage Oregon’s unique tax structure and enhance your expertise.
Individual Income and Tax Compliance Annual Update (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Save time and keep current on the latest tax developments. This course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals, estates, and trusts (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters). Gift tax matters are also covered.
K2's Working Remotely – The New Normal (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Many team members now work remotely, whether by choice or necessity. As a result, questions abound about remote access to desktops and data, security, communications, collaboration, and other considerations in this new normal. When implemented correctly, remote work strategies can be a "win-win" for all involved; however, failed implementations may lead to inefficiencies, security issues, and dissatisfied team members.This session will teach you today's best practices for working remotely. Specifically, you will learn about various remote access tools, communication and collaboration options, and security best practices. You will also learn about managing and monitoring workflows in remote work environments and tools you can use. After completing this session, you can implement a remote work strategy that yields efficiency, security, and satisfaction to all involved.
Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?
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.
U.S. GAAP: Review of New Guidance and Hot Topics – Webcast
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Online
8.0 Credits
Member Price: $310
True to its name, this course offers a review of new guidance and hot topics in accounting. The new guidance portion covers a range of topics, including pronouncements, exposure drafts, and other guidance recently issued by FASB. Concurrently, the course addresses hot topics, tackling major updates to accounting standards such as revenue recognition, credit losses, and leases, as well as key topics like fair value measurement.
K2's Advanced Quickbooks Tips and Techniques (4 hours - late 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 Excel Tips, Tricks, and Techniques for Accountants – Webcast
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Online
8.0 Credits
Member Price: $310
Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes.Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.
How ESG Reports Can Help with Recruitment & Retention (1 hour - morning) [NT] – Webcast
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Online
1.0 Credits
Member Price: $50
We're facing a shortage of accountants and the "great resignation" is putting the employee in a position of power in deciding whether to stay with a current employer or jump to another employer. When recruiting and retaining employees, how do organizations differentiate themselves as an employer of choice? The answer: ESG reports. No, we're not talking about the big attestations reports that the SEC is requiring, but a much simpler version of the ESG report(s) that small and mid-sized organizations can use to show their commitment to the environment, the communities they are in, and making more holistic business decisions. OSCPA has partnered with the Washington Society of CPAs for this event.
K2's Advanced Excel – Webcast
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Online
8.0 Credits
Member Price: $310
If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2's Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.
Annual Update for Accountants and Auditors – Webcast Replay
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Online
8.0 Credits
Member Price: $310
This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We'll then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. We'll also review year 2 considerations for leases including modification accounting. Then we will switch gears, moving to the audit side of the house. We'll review the impact of the changes to auditing group audits as well as the status of the AICPA's quality management project management. This course will keep auditors up to date on the work of the ASB.
The Most Critical Challenges in Not-for-Profit Accounting Today (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Not-for-profit entities have recently applied critical new standards related to contributions of nonfinancial assets, leases, and more. Now is the time to know more than just what the standards say - we need to know what they mean and how they will affect not-for-profit entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the challenges in not-for-profit accounting.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity. OSCPA has partnered with the Washington Society of CPAs for this event.
Basis, At-Risk, Passive Activity Loss, §163(j), Excess Losses (§461(I)) and NOLs (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Do you desire to not be tripped up and held back by the passive activity loss, at-risk, basis, new excess business loss rule and newly revamped NOL limitation rules? This course will get you through the woods as unscathed as possible. And, how does the new 163(j) limit on business interest expense play in?
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.
Oregon Ethics and New Developments (4 hours - morning) – Webcast
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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.
Winning Tax Season with Better Workflow & Capacity Management (2 hours - morning) – Webcast
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Online
2.0 Credits
Member Price: $95
Win the next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds. Experience hands-on lessons from "The Relentless CPA" to create your ideal workflow and optimize your capacity to delight clients with better service. OSCPA has partnered with the Washington Society of CPAs for this event.