CPE + Events Catalog
Effective Oct. 1, 2025: Washington residents will be charged state & local sales tax on OSCPA live webcast events. For more information, visit the CPE FAQs. If your residence is no longer in Washington, please update your member profile here.
Introduction to Yellow Book: 8-Credit Boot Camp
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Online
8.0 Credits
Member Price: $239
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This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The Ethic of Recruitment and Selection (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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A Guide to Sampling - Part 2 (2 hours)
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Online
2.0 Credits
Member Price: $79
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Building on Part 1, this course will review the application of sampling in financial statement audits with a focus on sampling for tests of controls. We'll also review the requirements for sampling in Single Audits with a focus on tests of controls and tests of compliance.
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Mastering Partnership Basis: Inside and Outside Basis (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Monthly Federal Tax Updates - November 2025 (2 hours)
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Online
2.0 Credits
Member Price: $89
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Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Streamlined Excel Reporting Series Session 4: External Data and PivotCharts (2 hours) [NT]
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Online
2.0 Credits
Member Price: $125
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Extracting data for richer insights You'll gain meaningful analysis techniques while working alongside an industry expert and knowledgeable instructor. This session begins with the GETPIVOTDATA function to enable report customization. It's a great starting point before moving on to more advanced techniques. Power Query introduction With its user-friendly interface, Power Query empowers Excel users to take the next step by enabling seamless data import and transformation. With Power Query, you will explore features, including: Getting and transforming data Loading data Managing columns Data source settings Layouts and parameters Visualizing with PivotCharts A well-designed chart can effectively illustrate data trends and comparisons. You'll learn how to create and customize PivotCharts to elevate your reports and make the data more accessible to others. *Session 4 is one of four individual sessions. Each session builds on the previous one, so consider watching all the sessions [Streamlined Excel Reporting Series](https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series) to tackle real-world issues and create powerful workbooks.*
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Common Yellow Book & Single Audit Deficiencies (4 hours)
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Online
4.0 Credits
Member Price: $129
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Yellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We'll focus on the requirements of Yellow Book independence, CPE, and reporting. We will also review deficiencies related to internal controls over compliance, compliance testing, and major program determination for Single Audits. We'll close the course with a look at the deficiencies often identified in COVID-related funds.
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Professional Conduct & Ethics - AICPA and Oregon Board CPA 2025 Regulatory Update by Jim Rigos (4 hours - morning) - Beaverton
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Beaverton
4.0 Credits
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.
How Technology Controls Should Be Developed and Implemented 25-26
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Online
8.0 Credits
Member Price: $329
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This course is an overview of control creation methods and strategies to implement policies and procedures successfully. Many organizations successfully create a system of internal controls. However, some fail to implement established measures correctly. Moreover, entities need to pay more attention to the critical process of testing, monitoring and updating control procedures, weakening the internal control structure. Receive an array of control maintenance checklists adaptable to your organization to improve policies and procedures. Grasp the need for dynamic, fluid controls that adapt to business tools and methods changes. Gain a strengthened ability to implement and maintain an internal control system.
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Real Estate Taxation 25-26
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Online
8.0 Credits
Member Price: $329
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Examine significant real estate tax issues and concepts, including planning and compliance topics emphasizing tax elimination or deferral. Discuss the qualified business income deduction (Sec. 199A) as it relates to real estate investments; limited discussion of opportunity zones (Sec. 1400Z-2) relating to real estate; 1031 exchanges; home sale exclusion (IRC Sec. 121); passive activities loss rules; estate planning and gifting with real estate; and California property tax issues, updated for passage of Proposition 19 affecting parent-child transfers and transfer of assessments to a new principal residence.
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Google Gemini AI for Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables, and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Generation-Skipping Transfer Tax 25-26 (1 hour)
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Online
1.0 Credits
Member Price: $55
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This advanced course is designed to complement the 4-part 706 Preparation Series and will discuss various aspects of the Generation-Skipping Transfer Tax.
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AI & Accounting in Manufacturing (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of how artificial intelligence (AI) is reshaping financial oversight in the global manufacturing sector. With factories evolving into digital ecosystems powered by intelligent automation, predictive analytics, and edge computing, the role of accounting and finance professionals is rapidly transforming. Participants will explore how AI technologies intersect with core financial functions-cost accounting, audit, tax compliance, and financial planning-while enabling real-time reporting, fraud detection, and predictive decision-making. Drawing on current global trends and real-world case studies, the course offers actionable insights into integrating AI into financial operations, elevating the strategic role of accounting in manufacturing enterprises. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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PPP Fraud and Financial Professionals (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that grew. Over time, Casey's company employed more than 100 people and generated more than $20 million in annual revenues. With a company of that size, Casey relied upon advice from his bookkeeper when filling out financial documents. As a result of representations he made on bank statements and loan documents, authorities charged Casey with criminal behavior related to PPP loan fraud. What should an accounting professional learn from Casey's story? Stay tuned to find out! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Determining Reasonable Compensation for Owner Employees (1 hour)
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Online
1.0 Credits
Member Price: $55
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This session will expand on methodologies to employ when owner-employee compensation is at issue. The session will focus on determinations of reasonable replacement compensation for individuals who both provide services to a closely held business or professional practice and also have an ownership stake in the enterprise. Executive Compensation in the form of options and restricted stock will also be covered in the context of marital dissolution proceedings. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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AICPA Town Hall Series (Rebroadcast of 11/6/2025) (1 hour)
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Online
1.0 Credits
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OSCPA is pleased to partner with AICPA to offer the Town Hall Series. These webcasts are FREE to OSCPA members.Each event is a rebroadcast of the live Town Hall webcast from the previous week. The AICPA Town Hall Series delivers: Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities **Free for AICPA members Not an AICPA or CIMA member? Become one today.
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Preparation, Compilation and Review Engagements (2 hours)
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Online
2.0 Credits
Member Price: $79
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This course is an introduction to preparation, compilation, & review engagements. During this course, we will compare and contrast these different engagements by reviewing the procedures that should be performed, different reports, as well as the level of assurance specific to each type of engagement.
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Advanced Excel for Staff - Build Reports and Analyze Data (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Ethics and Professional Conduct (2 hours)
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Online
2.0 Credits
Member Price: $125
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By revisiting these fundamental principles, you will reinforce your knowledge and ensure that your professional conduct aligns with the industry's best practices. Furthermore, this seminar will equip you with the necessary skills to apply the independence rules to common situations that arise in your day-to-day work. By exploring practical scenarios, you will learn how to navigate complex ethical dilemmas, safeguarding the trust and confidence of your clients.
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Reasonable Compensation for S Corps (2 hours)
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Online
2.0 Credits
Member Price: $89
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Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.