CPE + Events Catalog

In business, teams can contribute to major success or disintegrate into failure. Be sure that you're building a winning team by understanding the dynamics of teams in the workplace. Understand the relationship between the learned and what is required for successful performance within a team context. We'll focus on key team roles, characteristics of high-performing teams and other key success behaviors that support group morale and productivity. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on June 8, 2015.

In today's business environment creative problem-solving and innovation are more important than ever to succeed. In this course, you'll discover how to unleash your own creative potential as well as that of your colleagues and teams. Learn when to take smart, educated risks; how to become a forward-thinking leader capable of generating fresh ideas, and how to see the positive aspects of failure. The helpful advice you'll receive in this course will bring both personal success and corporate success. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on August 3, 2015.

Offering financial planning services to clients improves relationships and outcomes. When clients understand how your advice is tailored to their best interests, it is easier to implement the strategies you know are in their best interest. A deeper understanding of how to benefit their companies and families is just a few steps away.

In recent history, even the most prestigious CPA firms have had ethical lapses and oversights that have cost them both financially and, at that moment, clouded their brand. This course will review the AICPA code of ethics for both accounting and tax practitioners and encourage you to examine your firm's policies and choices relative to those standards and common sense through thought-provoking and sometimes humorous Q&A and case studies. This course fulfills the four-hour ethics education requirement.

2025 Federal Tax Update featuring Greg White & George KoutelierisOn-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2025 Federal Tax Update featuring Greg White & George Koutelieris On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available January 30, 2026.

2025 Federal Tax Update featuring Greg White & George KoutelierisInformational Only (No CPE) On-demand Training Package Are you unable to attend the 2025 Federal Tax Update featuring Greg White & George Koutelieris webcast? The webcast will be recorded so you can still receive the latest updates. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available January 30, 2026.

2026 OSCPA State & Local Tax Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2026 OSCPA State & Local Tax Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available January 20, 2026.

2026 OSCPA State & Local Tax Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 State & Local Tax Conference? The conference will be recorded so you can still receive the latest updates. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available January 20, 2026.

2025 OSCPA Estate & Trust Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2025 OSCPA Estate & Trust Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available June 27, 2025.

2025 OSCPA Estate & Trust Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2025 Estate & Trust Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available June 27, 2025.

2025 OSCPA Farming, Ranching & Agribusiness Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2025 OSCPA Farming, Ranching & Agribusiness Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available June 13, 2025.

2025 OSCPA Farming, Ranching & Agribusiness Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2025 Farming, Ranching & Agribusiness Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available June 13, 2025.