CPE + Events Catalog
Download the 2024-25 CPE Catalog (pdf)
K2's Technology Update (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Which technology trends will impact you and your business? What emerging technologies will potentially help you to address security and efficiency? How will the emergence of Windows 11 affect you? Should you consider subscription-based software? What does the future of communication technology have in store for you? Get answers to these and other questions by participating in K2's Technology Update, a four-hour review of technology trends and developments affecting virtually all business professionals. In this session, you will learn about significant issues such as: Hardware trends, Software innovations, Communication and collaboration tools, Security issues and solutions, Key products to consider for implementation, and Unusual and emerging technologies you may have missed.If you're taking just one technology-focused training session this year, this should be it!
Estate Planning for 2024 & Beyond: Oregon & Washington Issues – Webcast
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Online
8.0 Credits
Member Price: $310
Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on the year 2024 and beyond. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies. This course will address many issues that are specific to Oregon & Washington, allowing you to finally be able to attend a course geared towards your specific state.
IRS/Practitioners Forum – Webcast
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Online
8.0 Credits
Member Price: $125
This unique program will provide you with an update and review of current issues from both perspectives of the IRS and Practitioners, as well as an opportunity to interact with IRS representatives. It will provide cutting-edge tools to assist clients with IRS issues.CPE Credit: 8 *IRS CE: Pending ApprovalCLE-OR Credit: Pending Approval *Need IRS CE credit? You must register with the exact name the IRS has on file. You must also have a valid PTIN & LTC/LTP number on file with OSCPA. Click Here to check your account and update your information. Note: This conference was originally scheduled for October 25, 2024. Early Registration Fee: In-person (Register by 10/11/24): $135 / Registration fee: In-person (Register after 10/11/24): $150 Cosponsored by: IRS, OAIA, OATC, ORSEA, OSB-TS, OSCPA, OSTC
The Complete Guide to Oregon Death Taxation – Webcast
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Online
8.0 Credits
Member Price: $310
The intricacies of tax compliance during the aftermath of an individual's passing can often bewilder practitioners who lack exposure in this realm. This comprehensive course equips you with a pragmatic understanding of the intricacies entailed in preparing the Oregon Estate Tax Return.
The Bottom Line on the New Lease Accounting Requirements (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $175
Which leases are within the scope of FASB ASC 842, Leases, and what are the basic accounting, financial reporting, and disclosure requirements? This course addresses those questions by focusing on the basic core principles of this major standard. By centering on the core principles of this significant standard, we provide clarity on essential topics such as the identification, recognition, measurement, presentation, and disclosure requirements for leases. Engaging case studies are incorporated throughout the course to illustrate the application of the standard. Additionally, this course explores the lessee accounting model, shedding light on lease classification, amortization of the right-of-use asset, and the calculation of interest on the lease liability. This course also examines the accounting model for lessors, addressing key considerations such as profit recognition and the assessment of collectability. OSCPA has partnered with the Washington Society of CPAs for this event.
Multistate Income Tax – Webcast
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Online
8.0 Credits
Member Price: $270
Multistate taxation has never been a more relevant topic. This course helps professionals skillfully navigate the maze of multistate corporate tax codes. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities. OSCPA has partnered with the Washington Society of CPAs for this event.
Financial & Retirement Planning Conference – Webcast
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Online
8.0 Credits
Member Price: $310
The need for effective financial and retirement planning has never been greater! Gain practical insights from industry leaders and learn timely information on various aspects of financial and retirement planning. Your tried and true OSCPA Retirement Planning Conference is back with a financial planning bonus.CFP: Pending ApprovalCLE-OR: Pending Approval
Professional Conduct & Ethics – AICPA and Oregon Board CPA Regulatory Update by Jim Rigos (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $185
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.
Internal Control Fundamentals (2 hours - morning) – Webcast
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Online
2.0 Credits
Member Price: $95
AU-C Section 315 requires the auditor to gain an understanding of the entity and its environment and the entity's internal controls in order to design appropriate audit procedures. This course will review the key requirements of COSO which is one of the most widely used internal control frameworks. We'll also review the limitations of internal controls. Additionally, this course will introduce the risk assessment process and the various audit procedures to evaluate controls and to determine whether to test the operating effectiveness of controls.YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity. OSCPA has partnered with the Washington Society of CPAs for this event.
Northwest Federal Tax Conference™ (2 days) – Webcast
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Online
16.0 Credits
Member Price: $535
Are you looking to stay at the forefront of the ever-evolving tax landscape? Look no further than the OSCPA Northwest Federal Tax Conference™! Join us for an unparalleled opportunity to enhance your expertise, connect with industry leaders and gain valuable insights into the latest federal tax regulations and strategies. Our conference brings together top-notch speakers in an engaging networking setting, all dedicated to empowering you with the knowledge and tools needed to excel in today's complex tax environment. CLE-OR Credit: Pending ApprovalIRS CE: Pending Approval Discounts: First-Time Attendee: Enjoy a $50 discount as our way of welcoming you to the conference. To receive discounts, call OSCPA to register at 503-641-7200 / 800-255-1470, ext. 3, or email profdev@orcpa.org.
Introduction to Forensic Accounting (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $175
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts, and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services. OSCPA has partnered with the Washington Society of CPAs for this event.
Individual Income and Tax Compliance Annual Update (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Save time and keep current on the latest tax developments. This course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals, estates, and trusts (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters). Gift tax matters are also covered.
K2's Working Remotely – The New Normal (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Many team members now work remotely, whether by choice or necessity. As a result, questions abound about remote access to desktops and data, security, communications, collaboration, and other considerations in this new normal. When implemented correctly, remote work strategies can be a "win-win" for all involved; however, failed implementations may lead to inefficiencies, security issues, and dissatisfied team members.This session will teach you today's best practices for working remotely. Specifically, you will learn about various remote access tools, communication and collaboration options, and security best practices. You will also learn about managing and monitoring workflows in remote work environments and tools you can use. After completing this session, you can implement a remote work strategy that yields efficiency, security, and satisfaction to all involved.
Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?
Oregon Ethics and New Developments (4 hours - morning) – Webcast Replay
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Online
4.0 Credits
Member Price: $185
Award winning 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 case studies.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.
U.S. GAAP: Review of New Guidance and Hot Topics – Webcast
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Online
8.0 Credits
Member Price: $310
True to its name, this course offers a review of new guidance and hot topics in accounting. The new guidance portion covers a range of topics, including pronouncements, exposure drafts, and other guidance recently issued by FASB. Concurrently, the course addresses hot topics, tackling major updates to accounting standards such as revenue recognition, credit losses, and leases, as well as key topics like fair value measurement.
K2's Advanced Quickbooks Tips and Techniques (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $195
The QuickBooks platform - including the desktop and online environments - is one of the leading accounting solutions for small and growing businesses. Further, Intuit has incorporated numerous advanced features and changes into the tools over the past few releases. This seminar will teach you how to use many new and advanced features in the desktop and online environments to help you solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to use the Client Data Review feature to streamline how to identify and correct errors and close accounting periods in QuickBooks. Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. So, take advantage of this opportunity to learn about QuickBooks' "deep" features to maximize your effectiveness with QuickBooks.
K2's Excel Tips, Tricks, and Techniques for Accountants – Webcast
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Online
8.0 Credits
Member Price: $310
Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes.Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.
How ESG Reports Can Help with Recruitment & Retention (1 hour - morning) [NT] – Webcast
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Online
1.0 Credits
Member Price: $50
We're facing a shortage of accountants and the "great resignation" is putting the employee in a position of power in deciding whether to stay with a current employer or jump to another employer. When recruiting and retaining employees, how do organizations differentiate themselves as an employer of choice? The answer: ESG reports. No, we're not talking about the big attestations reports that the SEC is requiring, but a much simpler version of the ESG report(s) that small and mid-sized organizations can use to show their commitment to the environment, the communities they are in, and making more holistic business decisions. OSCPA has partnered with the Washington Society of CPAs for this event.
K2's Advanced Excel – Webcast
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Online
8.0 Credits
Member Price: $310
If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2's Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.