CPE + Events Catalog

This comprehensive course empowers professionals to revolutionize their organization's communication and collaboration strategies using Microsoft 365's powerhouse tools: Outlook and Teams. Participants will dive deep into the major features and functions of Microsoft Teams, including chat, meetings, webinars, and seamless integration with SharePoint for storage and real-time collaboration. They'll discover how to leverage Teams effectively for in-office, hybrid, and remote work environments, maximizing productivity and streamlining communication across their organization. Beyond Teams, the course delves into Outlook's advanced capabilities, offering practical tips and tricks to enhance email management, calendar organization, and contact sharing. Attendees will also explore other essential Microsoft 365 applications, such as SharePoint, Planner, To Do, Whiteboard, and OneDrive, to create a unified and efficient digital workspace. These tools will help professionals organize tasks, visualize ideas, and securely store and share files. By the end of this course, participants will be equipped with the skills to transform their organization's collaboration efforts, boost productivity, and harness the full potential of Microsoft 365's communication and productivity tools.

Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this is a course that teach how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates you following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don't have to expose your confidential data.

More Dates

In today's digital age, financial professionals are at the forefront of a relentless battle against identity theft and data breaches. With cybercriminals constantly evolving their tactics, staying one step ahead is no longer just an option—it's a necessity. This course offers a deep dive into the mechanisms of digital threats, equipping attendees with the vital knowledge and strategies required to safeguard their clients' sensitive information. Participants will gain insights into the latest attack profiles and breach methods, learning not just how to react, but how to proactively protect against potential security compromises. Understanding that prevention is only half the battle, the course also provides a comprehensive guide on recovery from identity theft and data breaches. Attendees will leave with actionable recommendations for enhancing security measures and an informed perspective on the nuances of digital defense. This is an opportunity for financial experts to fortify their defenses against the ever-present danger of cyber threats. Don't miss the chance to enhance your expertise—secure your spot now and empower yourself with the tools to maintain the integrity and trust that is the foundation of your profession.

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.

National Chair of the American Academy of Attorneys-CPAs Ethics Committee, instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the Board of Accountancy Administrative Rules for CPAs.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.

More Dates

If you prepare Form 1065s or have clients who receive K-1s from partnerships you will want to attend this course! The IRS is battling with some of the largest partnerships in the Country over self-employment taxes and this will have major implications for all partnerships going forward. We'll provide a broad overview of self-employment tax application for partners including LLC members and Limited Partners including up-to-the-minute changes. We will provide planning ideas on structuring to minimize self-employment tax for partners. We'll also cover the benefits of paying SE tax (an often-overlooked element of planning).

Elevate your Excel expertise with K2's Advanced Excel program! This laptop-friendly course is designed for experienced Excel users who are ready to take their skills to the next level. In this session, you will master critical advanced Excel skills in six key areas: Collaborating seamlessly with other users and securing your workbooks Utilizing tables to analyze and report data efficiently Integrating and manipulating data from external sources with ease Creating and auditing complex formulas Harnessing advanced data analysis tools for deeper insights Employing visualization techniques to communicate information effectively Drawing from over thirty years of experience in delivering Excel training to accountants and business professionals, this program is packed with relevant, real-world examples that reinforce the topics presented. Don't miss this opportunity to become more efficient and proficient in Microsoft Excel, the go-to tool for accounting and financial professionals. This course covers advanced Excel topics that are essential for business success. Participate in this session to elevate and transform your Excel skills!

This course focuses on the key federal tax issues affecting business from the internal accountant's point of view, with a focus on the major ramifications of recent tax legislation and developments. Planning alternatives and the potential risks associated with those strategies will also be discussed.

Preparation, compilation, and review engagements continue to receive heightened attention in peer review. This course examines the most common deficiencies identified in peer reviews of SSARS engagements, with an emphasis on practical compliance and engagement quality. Participants will explore frequent problem areas in preparation, compilation, and review engagements and discuss why these deficiencies occur. The course focuses on understanding the root causes of noncompliance and highlights practical approaches firms can use to improve consistency, documentation, and overall engagement performance. Designed for practitioners performing SSARS engagements, this course helps participants strengthen compliance while maintaining an efficient and practical approach to engagement execution.

Learn about important issues that impact your clients in farming, ranching, and agriculture! We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available. A special thank you to the members of the Farming, Ranching & Agribusiness Project Committee for developing the 2026 conference.

Learn about important issues that impact your clients in farming, ranching, and agriculture! A special thank you to the members of the Farming, Ranching & Agribusiness Project Committee for developing the 2026 conference.

Protecting yourself from ransomware requires more than just anti-virus software. Additional technology protections are necessary. Further, business continuity, legal and regulatory, and cybersecurity insurance considerations should all be a part of your risk abatement strategy. Attend this session to determine if your current level of ransomware protection reduces your risk to an acceptable and identify ways to ensure that you are protected.

A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to both prepare and understand, especially for small and medium-sized businesses. Oftentimes financial statement users will first turn to the notes in the financial statements in order to get a feel for where the business and its numbers might be heading, so these disclosures need to be well-written and follow applicable standards. This course will focus on key balance sheet and income statement disclosure as well as accounting standards related to the two largest standard updates in years, revenue (ASC 606) and leases (ASC 842), accounting policies, changes in accounting estimates and errors, subsequent events, going concern, and related party disclosures. The course will use illustrations, examples based on private company financial statements disclosures, and real-world excerpts from financial statements to provide you with a hands-on feel for the disclosure requirements across a number of accounting standards.

When your client receives that dreaded letter notifying that the IRS is auditing their tax return, don't panic! Join expert Greg White, CPA, as he walks you through the audit process step-by-step, including discussions of how you can get a copy of the auditor's workpapers. We'll cover how to formulate succinct, successful arguments to prevail in audits, and administrative appeals.

This introductory half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Aprio, Lake Oswego, who is recognized for her extensive national expertise and instruction skills in this arena. You will gain an understanding of nexus, and nexus requirement for apportionment and different methods for different businesses. Learn the difference between apportioned and allocated income, as well as how business/nonbusiness income is determined. You will also learn how each of the factors for property, payroll, and sales are calculated.

This introductory half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Aprio, Lake Oswego, who is recognized for her extensive national expertise and instruction skills in this arena. You will gain an understanding of nexus, and nexus requirement for apportionment and different methods for different businesses. Learn the difference between apportioned and allocated income, as well as how business/nonbusiness income is determined. You will also learn how each of the factors for property, payroll, and sales are calculated.

This intermediate half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Aprio, Lake Oswego, who is recognized for her extensive national expertise and instruction skills in this arena. You will obtain a brief overview of the basics followed by an intermediate dive into a variety of pertinent topics. Learn about economic nexus issues, nexus study/voluntary disclosure as well as pass-through ownership & nexus. The U.S. Supreme Court nexus decision in Wayfair will also be addressed. Additionally, you will learn about Public Law 86-272, cloud computing, reporting an RAR, IRS & state communications, unclaimed property, state updates, City of Portland, Multnomah County & Metro and Oregon, California, and Washington. This is a companion to the four-hour "Oregon and State & Local Taxation - The Basics" program and may be taken in conjunction with or as an independent program.

This intermediate half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Aprio, Lake Oswego, who is recognized for her extensive national expertise and instruction skills in this arena. You will obtain a brief overview of the basics followed by an intermediate dive into a variety of pertinent topics. Learn about economic nexus issues, nexus study/voluntary disclosure as well as pass-through ownership & nexus. The U.S. Supreme Court nexus decision in Wayfair will also be addressed. Additionally, you will learn about Public Law 86-272, cloud computing, reporting an RAR, IRS & state communications, unclaimed property, state updates, City of Portland, Multnomah County & Metro and Oregon, California, and Washington. This is a companion to the four-hour "Oregon and State & Local Taxation - The Basics" program and may be taken in conjunction with or as an independent program.

Understanding not-for-profit GAAP is one thing—effectively applying it is another. Preparing accurate and reliable financial statements requires more than familiarity; it demands a solid working knowledge of today's most complex accounting and reporting issues. This course provides clear, practical guidance on key challenges, including core note disclosures, contributions, and the presentation of an operating measure.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.

With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.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.