CPE + Events Catalog

We value your continued membership and support, and as a token of our appreciation, we're offering a full day of expert-led learning. That's free CPE just for you! Join us for an unparalleled learning experience at OSCPA's first-ever Member Appreciation Day, your exclusive free access to expert insights and CPE. Gain access to cutting-edge information while earning up to seven hours of complimentary CPE. This dynamic event will provide insights from leading providers, thought leaders, and trusted partner organizations. CPE: 7 Topics: A CPA’s Guide to Avoiding Trouble Five Things to Know About Financing When A Client is Buying or Selling a Business Cybersecurity Essentials for CPAs and Financial Advisors Ownership, Liquidity, and Legacy: Using ESOPs to Transition a CPA Firm AI and the CPA: Thriving in the Era of Intelligent Work State and Federal Employee Benefits Update Charitable Planning with Retirement Assets and Donor Advised Funds Why Attend? Expert-led Sessions: Gain insights from Miller Nash, Oregon Community Foundation, Banner Bank, Rose Law Firm, CAMICO, Rightworks, and IP Services. Diverse Topics: Explore a wide range of topics tailored to meet the diverse needs of accounting professionals Earn up to 7 free CPE Credits: Exclusive to OSCPA members at no cost Stay Informed: Keep up to date with the latest developments in the profession Enhance Your Skills: Acquire new competencies that will help you deliver greater value to your organization and clients Who Can Attend? This event is for OSCPA members looking to stay informed, earn CPE, and connect with leaders and peers in the profession. Whether you are a seasoned professional or new to the field, there's valuable knowledge and connections waiting for you. Not an OSCPA member yet? Join OSCPA today and unlock exclusive benefits - starting with free access to this full-day CPE event.  Join or renew here and then you can register for this member-only event. Space is limited. Register now! Membership is your ticket to this exclusive event, but spots are filling fast! Secure your place today and join us in celebrating our OSCPA members! Thank you to our event sponsors:                                                                                                                

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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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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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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This course introduces how data analytics can be used to improve engagement quality and efficiency. Participants explore the use of data analytics to assess risk, support financial statement assertions, assess internal controls and uncover fraud. Apply the ADA IDEASc approach to using data analytics on engagements to ensure compliance with audit and review standards and to provide value-added services to clients. 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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This course is designed for firm partners and managers to explore ways to incorporate data analytics and related technologies in their audit practices. Participants explore how small and mid-size firms are using these tools to improve engagement efficiency and quality while providing opportunities for value-added services to clients. 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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With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel's more advanced features - some new and some legacy - to elevate your productivity to higher levels. In this session, you will learn about many of Excel's newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel's FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.