CPE + Events Catalog
Effective Oct. 1, 2025: Washington residents will be charged state & local sales tax on OSCPA live webcast events. For more information, visit the CPE FAQs. If your residence is no longer in Washington, please update your member profile here.
Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers - Webcast
-
Online
8.0 Credits
Member Price: $315
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation.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.
Estate Tax and Related Estate Planning Issues in Oregon (4 hours - morning) - Webcast
-
Online
4.0 Credits
Member Price: $179
There have been several changes in Oregon law, as well as changes in the federal law that impact estate planning in Oregon. The speakers will unwind the complicated changes in the law and address the nuances that affect proper planning for Oregon clients and their families.
Minimum Standards for Audits of Oregon Municipal Corporations / Oregon Local Budget Law - Webcast
-
Online
8.0 Credits
Member Price: $315
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.
2025 Federal Tax Update featuring Greg White & George Koutelieris - Webcast
-
Online
8.0 Credits
Member Price: $320
See more dates
The most significant tax legislation in almost a decade was passed in July 2025. George and Greg will do a deep dive into the OBBBA passed on July 4th. They’ll also cover other important developments during the year. Their focus will be both on tax changes and tax planning. IRS CE: Pending Approval
More Dates
2025 Federal Tax Update featuring Greg White & George Koutelieris - Webcast
-
Online
8.0 Credits
Member Price: $320
See more dates
The most significant tax legislation in almost a decade was passed in July 2025. George and Greg will do a deep dive into the OBBBA passed on July 4th. They’ll also cover other important developments during the year. Their focus will be both on tax changes and tax planning. IRS CE: Pending Approval
More Dates
Pat Garverick's Hands-On Tax Return Workshop: Individuals (Form 1040) (2 days) - Webcast
-
Online
16.0 Credits
Member Price: $535
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of individual income taxation. The cornerstone of this course is the preparation of the Form 1040 using actual client data common to most individual income tax returns.
SALT Mastery Series: Multnomah County / City of Portland Taxation Update (2 hours - morning) - Webcast
-
Online
2.0 Credits
Member Price: $69
Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues! This in-depth 2-hour session will walk you through how these local taxes are calculated and update important taxation issues in Multnomah County and the City of Portland.
SALT Mastery Series: City of Portland, Multnomah County, and Metro Taxes: Practitioner Perspectives (2 hours - late morning) - Webcast
-
Online
2.0 Credits
Member Price: $69
Join experienced local practitioners for their practical perspectives on the City of Portland, Multnomah County, and Metro Taxes, including compliance requirements, apportionment, pass-through entity considerations, and interaction with other tax programs. Practitioners will offer their perspectives on tax planning and strategies for these tax programs, insight into potential future developments, and suggestions for communicating with clients. This program will cover the City of Portland, Multnomah County, and Metro business and personal tax programs.
SALT Mastery Series: Oregon Department of Revenue Update (2 hours - afternoon) - Webcast
-
Online
2.0 Credits
Member Price: $69
Join your colleagues for this two-hour technical session to obtain a practical update on Oregon Department of Revenue hot topics.
Winter Governmental Auditing & Accounting Conference - Webcast
-
Online
8.0 Credits
Member Price: $315
This conference will cover a general overview of current developments in governmental auditing and accounting, and will provide the knowledge that governmental auditors need!YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.
Oregon Ethics and New Developments (4 hours - morning) - Webcast Replay
-
Online
4.0 Credits
Member Price: $185
See more dates
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.
More Dates
Pat Garverick's Hands-On Tax Return Workshop: S Corporations (Form 1120S) - Webcast
-
Online
8.0 Credits
Member Price: $315
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns.
Pat Garverick's Hands-On Tax Return Workshop: Partnership & LLCs (Form 1065) - Webcast
-
Online
8.0 Credits
Member Price: $315
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of partnership, limited liability company (LLC) and limited liability partnership (LLP) taxation. A cornerstone of this course is the preparation of the Form 1065 using a fairly complex trial balance common to most partnership, LLP and LLC income tax returns.
Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (2 hours - morning) - Webcast
-
Online
2.0 Credits
Member Price: $105
Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medical expenses and foreclosure. Corporate bankruptcies, on the other hand, are often the result of several factors, including excessive debt, decreased demand, increased costs, lawsuits or poor accounting practices. It is no secret bankruptcy filings will see a tremendous uptick in the wake of the Covid-19 pandemic. As an accountant, CFP, attorney or other professional, you need to be able to discuss the process and different available courses of action with your clients. Both landlords and tenants will be influenced tremendously. Individuals will look to your advice for a discharge and new start. Businesses will do the same and will also need to advise loyal employees. Creditors will receive proofs of claim and look to you for your expertise. Take this course and make sure you can speak fluently to both creditors and debtors. As trusted advisors, then, professionals should have a basic understanding of the bankruptcy process. This course provides a thorough review of the consumer and corporate bankruptcy practice. Participants in this course will gain an understanding of how consumer and corporate bankruptcy proceedings begin and end, as well as learn about key issues that affect debtor and creditor rights during bankruptcy. This course provides information from the perspective of both debtor and creditor. Although bankruptcy concerns the debts of the debtor, the Bankruptcy Code provides substantial protections to creditors. Creditor rights, however, vary widely depending on the status afforded the creditor under the Bankruptcy Code. Do yourself, your clients and your profit margin a favor and sign up for this invaluable program.OSCPA has partnered with the Washington Society of CPAs for this event.
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships - Webcast
-
Online
8.0 Credits
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.OSCPA has partnered with the Washington Society of CPAs for this event.
Not-for-Profit Knowledge Network: Bill Pay Tools for Nonprofits (1 hour - morning) - Webcast
-
Online
1.0 Credits
OSCPA Members: One hour FREE CPE offered at each knowledge network! The OSCPA Not-for-Profit Knowledge Networks offer a great opportunity to explore important not-for-profit topics in one-hour informal discussions with experts and peers - and to obtain valuable CPE. Developed by OSCPA Not-for-Profit Strategic Committee.
InfoBites: Charting Your Course: CPA Career Paths Panel (1 hour - afternoon) [NT] - NEW! - Webcast
-
Online
1.0 Credits
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.
K2's Artificial Intelligence Conference - Moving Beyond The Basics - Webcast
-
Online
8.0 Credits
Member Price: $315
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!
Joint OSCPA, OAIA & Oregon Board of Accountancy Town Hall (2 hours - late morning) [NT] - Webcast
-
Online
2.0 Credits
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.
K2's Excel Best Practices - Webcast
-
Online
8.0 Credits
Member Price: $315
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.