CPE + Events Catalog

The 2024 Not-for-Profit Conference: Single Audit Update aims to deepen CPAs' understanding of the changing landscape of single audits in the nonprofit sector by providing the most current information on compliance requirements. This session will provide a comprehensive update on the Single Audit, focusing on the 2024 compliance supplements, the current status of uniform guidance updates, and the latest developments with the federal audit clearing house. Gain crucial insights to ensure compliance and streamline audit processes, empowering your organization to navigate regulatory changes effectively in the ever-evolving landscape. This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

This course provides a practical overview of reserves planning and its critical role in supporting nonprofit financial stability and mission success. Participants will learn why reserves are important, how to determine an appropriate reserves target based on organizational risks and needs, and the key components of reserves, including working capital, risk reserves, and general reserves. The course also highlights best practices for aligning reserves planning with strategic and financial goals, helping nonprofit leaders and finance professionals make informed, balanced decisions in an evolving environment.

2026 OSCPA Governmental Accounting & Auditing Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $499 The 2026 OSCPA Governmental Accounting & Auditing 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 ($109 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 1, 2026.

2026 OSCPA Governmental Accounting & Auditing Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 Governmental Accounting & Auditing 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 1, 2026.

2026 OSCPA Not-for-Profit Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2026 OSCPA Not-for-Profit 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 May 6, 2026.

2026 OSCPA Not-for-Profit Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 Not-for-Profit 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 May 6, 2026.

This course dives deep into key supplemental schedules of IRS Form 990, giving you clear insights into public support tests, lobbying activities, and essential financial and compensation disclosures. Learn the rules, spot common mistakes, and discover practical planning strategies to strengthen your nonprofit's reporting and stay compliant. - This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

Auditors and award recipients must understand the April 2024 Uniform Guidance revisions and the 2025 Compliance Supplement to stay compliant and avoid auditing under the wrong rules. Phil Marciano, Partner at Citrin Cooperman, highlights higher thresholds (single audit and Type A), expanded fixed amount subawards, and a higher de minimis indirect cost rate. He also emphasizes updated equipment rules, cybersecurity requirements, and timely FAC submissions to preserve low-risk status.

The nonprofit sector in California is vast and diverse, embodying the spirit of community engagement. While many recognize nonprofits as vital forces for good, their significant economic and potential political influence often goes unnoticed. The year 2025 has brought unique challenges for the sector, characterized by various developments from the federal administration. This course provides a comprehensive overview of the critical role nonprofits play in shaping public life and the importance of their involvement in public policy discussions. We examine the emerging federal challenges to the sector, California's response, and key legislation that will affect nonprofits at both the state and federal levels. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.