CPE + Events Catalog

This comprehensive training is designed to get the accountant up to speed quickly with the complex passive activity loss (PAL) rules that apply to certain investments in trades or businesses and rental activities. The cornerstone of the course is the in-depth coverage of the detailed tax law and regulations applicable to passive activities under IRC 469 and how and when the 3.8% net investment income tax under 1411 applies.

AU-C Section 315 requires the auditor to gain an understanding of the entity and its environment and the entity's internal controls in order to design appropriate audit procedures. This course will review the key requirements of COSO which is one of the most widely used internal control frameworks. We'll also review the limitations of internal controls. Additionally, this course will introduce the risk assessment process and the various audit procedures to evaluate controls and to determine whether to test the operating effectiveness of controls. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.

CFO Series - Day 4Register for this individual day or for the full May-June series. Whether you are a seasoned executive or a staff professional, we all have seen the damage from a crisis and 'unexpected' trouble. Ignoring potential issues is inane in today's environment. Leaders prevent problems. We will discuss how to prepare for and deal with a crisis, proven strategies to detect scams, and how to thoroughly investigate fraud: There is a right way and a wrong way. Additionally, what is artificial intelligence, how will it change the finance function, and what new skills must we develop? Trouble is everywhere, it is best to plan in advance rather than attempt to not fall further behind. Those who are prepared are always more successful. Prepare with us! Register by May 9 and save $25. That's a savings of $125 when registering for the full series! CFO Series - Day 1: May 15, 2025- CFO Series: Minding the GAAP - NEW! - Webcast CFO Series - Day 2: May 19, 2025- CFO Series: Enhancing Productivity - NEW! - Webcast CFO Series - Day 3: June 10, 2025- CFO Series: Doing the Right Things Right - 7 Tech & 1 [NT] - NEW! - Webcast CFO Series - Day 5: June 20, 2025- CFO Series: Leading and Reporting - 2 Tech & 6 [NT] - NEW! - Webcast Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!

Completion of this course is required for admission to the Oregon Municipal Roster. This program is offered twice a year. Plan early to meet your requirement! This course may be appropriate to meet the biennial CPE requirements to continue on the Municipal Roster. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.

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Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today's business climate. Increasingly, organizations of all sizes seek to take advantage of the data available to them to identify previously undiscovered insights and gain competitive advantages thought to be out of reach just a few short years ago. A growing array of tools - from Excel add-ins to dedicated solutions such as Power BI - now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.

The life cycle of the small business can be summed up in three segments: 1) starting the business; 2) operating the business; and 3) getting out of the business. This course focuses on getting out of the business. The most elusive element of owning a small business can be finding the proper exit strategy. This course is designed to provide the business consulting practitioner with tools and concepts to advise the small business owner and assist them in developing the right exit strategy. The course covers exit strategies related to third-party sales and succession planning within a family.

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Auditing is the backbone of building trust – and staying current on standards is essential to maintaining that trust. Join fellow CPAs at the 2025 OSCPA Accounting & Auditing Conference to sharpen your skills, explore new topics and prepare for the unexpected in our current political climate. Develop the ability to navigate complex reporting requirements and enhance your own audit capability with top experts in the A&A field. Don’t miss this opportunity to hone your talents and continue providing the insights and knowledge to those who rely on you most.

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.

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Anyone who has ever attended a lecture-format ethics seminar knows there is a much better way. Cases in Corporate Ethics provides an opportunity for lively group discussion of real world, ethical dilemmas. Cases in Corporate Ethics examines eight cases drawn from real life business conflicts involving corporate financial managers.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.

Completion of this course will assist practitioners in fulfilling the requirements for admission to the Oregon Municipal Roster, in addition to being a resource for training on governmental accounting and auditing. This program is offered once a year. Plan early to meet your requirement! This course may be appropriate to meet the biennial CPE requirements to continue on the Municipal Roster. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.

Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

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As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. Today's best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this "must-see" CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel fully.

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This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits, and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.

One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.NOTE: This course qualifies for IRS CE (PTIN) credit. To receive IRS CE credit, please email your PTIN to profdev@orcpa.org at the end of the course. Surgent will report credit at the end of each quarter.If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email profdev@orcpa.org.

CFO Series - Day 5Register for this individual day or for the full May-June series. We all aspire to be great leaders, improve organizational effectiveness, learn new skills, and deliver reports that truly are effective. We will discuss how, and specifically what, you can do to improve your management skills, how to uncover lies, and how to effectively change corporate culture. We also will show what great reports look like, giving you insight into how to make your reports understood and actionable. What are the new skills a CFO needs to be successful in 2035? The best leaders aspire to improve and strengthen the organization. These four sessions of two hours each will help you become a better leader. Register by May 9 and save $25. That's a savings of $125 when registering for the full series! CFO Series - Day 1: May 15, 2025- CFO Series: Minding the GAAP - NEW! - Webcast CFO Series - Day 2: May 19, 2025- CFO Series: Enhancing Productivity - NEW! - Webcast CFO Series - Day 3: June 10, 2025- CFO Series: Doing the Right Things Right - 7 Tech & 1 [NT] - NEW! - Webcast CFO Series - Day 4: June 16, 2025- CFO Series: Preparing for Trouble - 7 Tech & 1 [NT] - NEW! - Webcast Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!

Hear the latest on estate planning issues that impact you and your clients.CLE-OR: Pending ApprovalCFP: Pending Approval

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.

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All the ethics you need to know! Award winning and entertaining 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 examples of recent disciplinary actions.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.

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Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions.

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This introductory half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Delap LLP, Lake Oswego, who is recognized for her extensive national expertise and instruction skills in this arena. You will gain an understanding of nexus, and nexus requirement for apportionment and different methods for different businesses. Learn the difference between apportioned and allocated income, as well as how business/nonbusiness income is determined. You will also learn how each of the factors for property, payroll, and sales are calculated.