CPE + Events Catalog

Charting Your Course: CPA Career Paths panel brings together three dynamic CPAs who have each forged unique paths across different business sectors. From public accounting to corporate finance and beyond, they’ll share their journeys, lessons learned, and how they leveraged the CPA credential to open doors to new opportunities. Whether you’re an accounting student exploring your options or a young professional planning your next move, this panel will help you navigate your own career journey with clarity and confidence. Plus, OSCPA members earn one hour of complimentary non-technical CPE! Questions? please contact our membership team; 503-641-7200 / 800-255-1470, ext. 4. InfoBites is presented by the OSCPA Young Professionals Strategic Committee.

Artificial Intelligence has jumped to the forefront of technology, and perhaps no other technology receives as much attention as AI. Yet, most accounting and financial professionals struggle to take full advantage of the productivity gains that AI can provide. Change that paradigm by participating in K2's Artificial Intelligence Conference!

The town hall will be covering the Oregon Board of Accountancy's (BOA) regulatory activity including the 2025 legislative changes. This will be followed by an open Q&A with an opportunity for attendees to provide input and ask questions.

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.

In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: The fundamental principles of Mindfulness An 8-minute Mindfulness Practice to be done daily Creative and fun ways to apply Mindfulness to work activities Effective overall strategies to bring creativity, balance, and energy to daily activities. Sunish Mehta, CPA has been a practitioner and instructor of Mindfulness for over 20 years and has worked with several Mindfulness Organizations to date. Having studied with some of the top Mindfulness Teachers in the world including His Holiness The Dalai Lama, Sunish has integrated mindfulness into his learning and consulting work with the focused goal to help conscious professionals bring focus, creativity, and balance to their professional and personal lives. You can learn more at www.mindful-cpa.com.

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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 and best practices for linking Excel data from other sources 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.

This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.

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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.

Strategic AI Mastery for Forward-Thinking Accounting Professionals Live Virtual | 5 hours across 2 days Stop dabbling. Start transforming. AI Impact Virtual is a high-leverage, two-day immersive designed for accounting professionals ready to move beyond the basics and implement AI strategically across their firms and organizations. This isn’t a beginner’s course. You’ll learn how to deploy AI like a strategist, not a spectator, building Custom GPTs, optimizing advisory workflows, and leading org-wide AI adoption with confidence. Through live demonstrations, guided GPT builds, and collaborative exercises, you’ll work with real-world accounting scenarios that show exactly how to integrate AI into profitability analysis, client advisory services, presentation design, and organizational governance. By the end of the course, you’ll walk away with plug-and-play workflows, tailored GPTs, and governance templates you can implement immediately. Course Features  Real accounting workflows with guided prompts and templates   Interactive Q&A, peer discussions, and collaborative case studies   12 months access to recordings, slides, and handouts Requirement: An active ChatGPT Plus subscription ($20/month) is needed to fully engage with the advanced features demonstrated. Registration Bonuses – Limited Access When you register, you unlock exclusive bonuses designed to reinforce and extend your learning:  6 additional Monthly AI Update Calls (only for TB Academy graduates)    Join live, ongoing AI calls every last Thursday of the month. Featuring the latest tools, trends, and mini-trainings to keep you ahead. Position yourself and your team at the forefront of AI adoption in accounting. Seats are limited. Secure your spot today.