CPE + Events Catalog

View or download your copy of The Resource today!
K2's Microsoft Teams (4 hours - morning) [NT] - Webcast
-
Online
4.0 Credits
Member Price: $195
See more dates
Microsoft Teams is one of the most exciting personal and organizational productivity tools ever appearing on the business landscape. With Teams, you can communicate and collaborate easily and securely with others, including colleagues outside your organization. Further, you can extend the already-robust functionality in Teams by incorporating add-in solutions with just a few mouse clicks. Unfortunately, despite Teams' power and relatively simple interface, many organizations struggle to deploy and use Teams. In this session, you will learn how to get up and running quickly in Teams to take full advantage of this powerful tool. More specifically, you will learn how to get started in Teams and critical decisions affecting your deployment. Also, you will learn how to work in Teams, take advantage of the chat, voice, and video call services, and share documents securely with others. Moreover, you will learn how to extend your Teams platform to external organizations for improved communication and collaboration. Additionally, you will identify how to add other applications to Teams and optimize Team's configuration for the best overall efficiency and security. If you are working with Teams or plan to do so, this is one CPE session you can't afford to miss!
More Dates
Available Until
Available Until
K2's Artificial Intelligence for Accounting and Financial Professionals (4 hours - late morning) - Webcast
Online
4.0 Credits
Member Price: $195
See more dates
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team. Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
More Dates
K2's Advanced Quickbooks Tips and Techniques (4 hours - morning) - Webcast
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.
SALT Mastery Series: New Washington Legislation - Increased Rates, Newly Taxable Services, Estate Tax Changes & More! (2 hours - morning) - Webcast
Online
2.0 Credits
Member Price: $69
Elevate your expertise, stay ahead of legislative changes, and gain practical insights tailored for tax professionals. Join us for an in-depth exploration of the new Washington legislation effective October 1, 2025. Don't miss the opportunity to master the complexities of SALT and transform your tax practice.
K2's Case Studies in Fraud and Technology Controls (4 hours - late morning) - Webcast
Online
4.0 Credits
Member Price: $195
A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.
SALT Mastery Series: OR Corporate Activity Tax: Form & Substance Matter! Includes Agency Relationship Audit Update (2 hours) - NEW! - Webcast
Online
2.0 Credits
Member Price: $69
Unlock the complexities of the Oregon Corporate Activity Tax (CAT) in this detailed session of the SALT Mastery Series. Join us for an in-depth walkthrough of CAT return completion, where you'll learn to accurately navigate apportionment and unitary group issues. Gain clarity on special rules and exclusions for certain industries, and ensure your clients are well-prepared for potential audits. Plus, explore the question of whether CAT should be included on the invoice. Led by top tax professionals, this session equips you with practical strategies to manage Oregon's unique tax structure and enhance your expertise.
Monthly Tax Update with Ed Zollars (2 hours - afternoon) - Webcast
Online
2.0 Credits
Member Price: $100
Stay in the know with this monthly tax update series, featuring Ed Zollars, CPA. Each month, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients.OSCPA has partnered with the Idaho Society of CPAs for this event.
K2's Excel Essentials for Staff Accountants - Webcast
Online
8.0 Credits
Member Price: $315
See more dates
Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting centric examples to reinforce key learning points. In this session, you will learn in a "laptop-friendly" environment, and participants will have access to all the demonstration files. In sum, this seminar is a "must" for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
More Dates
How AI Fits into the Accounting World (2 hours - late morning) - Webcast
Online
2.0 Credits
Member Price: $105
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session.OSCPA has partnered with the Washington Society of CPAs for this event.
K2's Excel Tips, Tricks, and Techniques for Accountants - Webcast
Online
8.0 Credits
Member Price: $315
See more dates
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 and best practices for linking Excel data from other sources 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.
More Dates
K2's QuickBooks for Accountants - Webcast
Online
8.0 Credits
Member Price: $315
See more dates
The QuickBooks platform is robust with features and capabilities that many users are unaware of or do not know how to utilize effectively. This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues even experienced QuickBooks users struggle with, such as locking down prior periods. This program starts fast with a chapter covering the top issues accountants face with QuickBooks. Then, the day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues like setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features. Also, you will learn how to lock down transactions in prior periods, use the audit trail, customize reports, export reports to Excel, and extend QuickBooks' usefulness with tools such as the Fixed Asset Manager and Loan Manager.
More Dates
Oregon and State & Local Taxation - The Basics (4 hours - afternoon) - Webcast
Online
4.0 Credits
This introductory half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Delap LLP, 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.
Accounting Data Analytics (2 hours - late morning) - Webcast
Online
2.0 Credits
Member Price: $69
See more dates
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.
More Dates
AI for Accountants - Practical Applications (2 hours - afternoon) - Webcast
Online
2.0 Credits
Member Price: $69
See more dates
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.
More Dates
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations (4 hours - morning) - Webcast
Online
4.0 Credits
See more dates
The construction industry stands out in its need to adhere to diverse accounting standards. This course explores the essential knowledge required for success in construction accounting, and the key issues influencing this field. You'll discover the implications of recent developments for yourself, your business, or your clients. In addition, you'll examine the relationship between contractors and sureties. Given the construction industry's significant and ever-expanding share of the economy, staying up to date with the latest accounting updates in this sector is critical. Note: This course does not address FASB ASC 606, Revenue from Contracts with Customers, or FASB ASC 842, Leases. The AICPA offers a companion course that focuses on revenue and lease accounting for construction contractors.OSCPA has partnered with the Washington Society of CPAs for this event.
More Dates
The Mindful CPA (2 hours - afternoon) [NT] - NEW! - Webcast
Online
2.0 Credits
Member Price: $69
See more dates
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.
More Dates
SALT Mastery Series: Oregon's Pass-Through Entity Elective Tax (PTE-E) (2 hours - afternoon) - Webcast
Online
2.0 Credits
Unlock the intricacies of Oregon's Pass-Through Entity Elective Tax (PTE-E) and how it fits into the broader landscape of PTE-E programs nationwide. In this insightful session of the SALT Mastery Series, gain a comprehensive overview of PTE-E programs across the country, including essential Federal tax considerations. Delve into the specifics of Oregon's PTE-E program and discover strategies to manage the interaction between state PTE-E taxes for multi-state clients-helping you avoid the pitfalls of double taxation. With expert guidance, you'll walk away with the knowledge needed to optimize tax positions for your clients.
Planning and Compliance for Complex Transactions of Business Taxpayers (4 hours - morning) - Webcast
Online
4.0 Credits
Every year brings new challenges and opportunities for businesses navigating tax compliance and entity structuring. This course focuses on the tax implications of complex transactions and how tax professionals can guide business clients in structuring entities efficiently. Participants will explore tax-advantageous entity structures, related party issues, and loss limitations while ensuring compliance with tax laws. Additionally, the course will cover key considerations such as accounting methods and insolvency guidelines, equipping tax professionals with the knowledge needed to provide strategic tax planning advice.
Haig's AICPA Auditing Standards Update: How to Perform Audits in Substance Over Form and Be Profitable - Webcast
Online
8.0 Credits
This course will enable practitioners to understand and apply the AICPA "clarification" auditing standards and the new SAS 145 risk assessment requirements. Further, this course will provide guidance on how to perform an effective, efficient and profitable audit engagement. The course is loaded with practical practice aids to help enable participants to comply with the standards. Troublesome areas as identified in peer reviews and litigation will be covered. Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed!
Haig's Financial Reporting Frameworks used by Small- & Medium-Sized Entities Update - Webcast
Online
8.0 Credits
This course provides an update and review of the financial reporting frameworks commonly used by small- and medium-sized entities (SMEs); namely, the U.S. GAAP Financial Reporting Framework principles that apply to SMEs, the tax and cash special purpose frameworks, and the AICPA Financial Reporting Framework for SMEs. Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted.