CPE + Events Catalog

Management Skills - Exhibiting Traits of a Balanced Leader-Manager provides tips and techniques for striking the right balance between managing individuals and engagement teams and leading the overall strategic direction of a firm. Short-term profitability and long-term viability are important objectives of any successful organization. Note: This course is recommended as a part of a 16-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for leading or managing others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Suitable for anyone with an interest in understanding the impacts of remote work on diverse people and promoting equitable outcomes that lead to a more inclusive work environment.

Appreciation affects your bottom line and your workplace culture. Don't think so? Think again! Your customers, clients, and co-workers want and need to know they are appreciated. How do you show them appreciation? You show them in their preferred appreciation style. You have a bias for how you like to receive appreciation, and so do the people with whom you work. In this program, we will build on the research of Gary Chapman and Paul White on appreciation languages - words, time, service, and gifts. Appreciation is a skill and practice that promises to influence your work life positively. You will experience strategies you can employ in your day-to-day lives to improve your team culture and manage work relationships.

What obligations does an employer have when an employee needs to take a leave of absence? This presentation will provide an overview of the complicated, intertwined compliance obligations triggered when an employee requests a medical leave of absence (including for pregnancy, mental health, or addiction).

This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s. Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2.

Form 1065 is the tax return filed by partnerships, which is one of the most common forms of business organizations in the United States. This course provides an in-depth understanding of the preparation and filing of Form 1065. The course will cover the basics of partnership taxation, including how partnerships are taxed, the different types of partnerships, and the tax obligations of partners. It will also discuss the importance of keeping accurate financial records, the role of the partnership agreement in tax reporting, and the filing deadlines for Form 1065. Participants will gain a comprehensive understanding of the various sections of Form 1065, including the Schedule K-1, which reports each partner's share of the partnership's income, deductions, and credits. The course will also cover how to report partnership income, expenses, and deductions, as well as the tax implications of buying and selling partnership interests. In addition, the course will provide an overview of common errors and omissions made when preparing Form 1065, and how to avoid them. It will also cover recent changes in tax laws that affect partnership taxation. Overall, this course is designed for tax professionals, accountants, business owners, and individuals who need to understand the intricacies of partnership taxation and the preparation and filing of Form 1065. Upon completion of the course, participants will have a solid understanding of partnership taxation and will be able to prepare and file Form 1065 with confidence. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.

The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions on partnership tax issues as well as current updates to the new Forms K-2 and K-3. Who should Attend: This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications. All in-house and public practice tax professionals will benefit from this timely and insightful seminar. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Those late-night commercials make it sound just so easy, but how do you get rid of tax penalties? This program covers the various penalties applied by the IRS, and the various ways practitioners can seek to have them removed. Additionally, First Time Penalty Abatement, abatement for reasonable cause, and how to lay the groundwork for avoiding penalties during the audit is covered. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

In a surprise twist, the Inflation Reduction Act (IRA) was passed in short order after secret negotiations were revealed in late July 2022. Seismic changes in tax legislation are currently taking place, and the well-informed tax practitioner will want to attend this two-hour program in order to stay abreast of these developments! This course will provide a concise look at these hot topics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The course will start off with a look at the Accounting Standard Updates (ASUs) issued by the FASB that will be effective in 2023. We'll also review late breaking changes to the lease standard that may impact common control entities. We'll then turn our attention from accounting to auditing where we will cover the key SASes effective this year including new standards around auditing accounting estimates an risk assessment. This course focuses on what you need to know this year to be ready for 2023 year end financial reporting and audits.

Are you running around with a fire extinguisher permanently strapped to your back? Do everyday crises run your life, both at work and at home? Do you find yourself consistently taking care of everyone else with no time left to take care of you? In this session, we dive into controlling your chaos and managing your energy. Make no mistake, this isn't your father's time management class. It's an energy management class developed on behalf of and with tired, frustrated, and burned out HR professionals like yourselves! If you find yourself drained and drinking far too much coffee, this is the session for you!

Change is all around us and the pace of change is accelerating. Those who can effectively manage change will be the profession's future leaders. As organizations and the CPA profession continue to evolve, CPAs will need to have the ability to be resilient and thrive in an ever-changing world. This course will look at practical ways CPAs can not only accept change but also manage change effectively and efficiently.

Arthur Werner will provide financial professionals with the information their teams will need to successfully plan and execute mergers and acquisitions. For major topics covered, see below. This course may be customized or tailored based on the needs of your organization.

This two-hour course will cover the GASB standards that are effective this year with a deeper dive into GASB 94, Public Private Partnerships and GASB 96, Subscription Based IT Arrangements. We'll also look at smaller standards that are effective for 2023 year ends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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. The first presentation of this course each month will be delivered live. Subsequent presentations during the month will be a rebroadcast of the live presentation.

FASB has proposed changes to the principal financial statements. This course presents examples of each new statement and discusses the changes-existing and proposed-in disclosure. Stay at the cutting edge of change in the financial reporting environment in this lively session as we also consider the business issues associated with these changes. Walk away with Ten Action Items for you to consider implementing immediately. You can find a summary of relevant background information to these changes in the course New Way to Look at Financial Reporting.

To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning, as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to planning for estate tax law changes and advanced planning strategies, such as trust protectors and the human elements that are impacted by estate planning and related tax strategies.

Retirement accounts may be the largest financial asset your client has. Learn to provide retirement planning input more than mere calculations. Beneficiary rules have changed. Improper choices and faulty distribution calculations can result in penalties or unnecessary taxes. Retirement benefits will be paid to beneficiaries much earlier than was required for pre-2020 deaths. Plans may require an update based on recent legislative changes and IRS interpretations. Course materials contain regulations governing plan distributions and copies of appropriate IRS forms and rulings, updated with the latest cases, rulings, regulations and legislation.

Welcome to the 2024 OSCPA Strategic Leadership Forum & Annual Meeting! The OSCPA Strategic Leadership Forum is an enjoyable opportunity for OSCPA Volunteer Leaders and Rising Stars to come together to expand their leadership skills and extend their professional connections. Attendees will also receive the latest updates on current issues impacting the accounting profession. This year's program will return to the highly rated Best Western Plus Agate Beach Inn which is conveniently located near Agate beach and Newport coastal activities. Our program features outstanding keynote speaker Donna Salter plus outstanding leaders. This is the "must attend" program of the year! Download Program (PDF) Not a Volunteer Leader? Plan to join us!  Two options: The full program is open to any member who wants to both build their leaderships skills and attend the Annual Meeting. Select the "General Member Registrant - Tuesday & Wednesday Activities" option. The OSCPA Annual Meeting is included when registering for the Forum. Optionally, members may register for the OSCPA Annual Meeting as a stand-alone program. Select the "General Member Registrant - Wednesday Annual Meeting Only" option. Keynote Speaker: We are joined by Donna Salter, founder of the consulting and coaching business Catalyst Leadership LLC, Sarasota Springs, UT. For over thirty years Donna has presented numerous highly received professional development programs focused on intentional and positive leadership. Donna frequently facilitates training at conferences, leadership programs, annual meetings and firm retreats, receiving top tier speaker ratings from participants. Based on her professional background and experience, Donna also brings a solid understanding of the accounting profession. Master of Ceremonies: John Hawkins, CPA, JD, 2024-25 OSCPA Chair of the Board   Schedule: Day One - Tuesday, April 30: Strategic Leadership Forum followed by Evening Social, Dinner & Gathering Jason Orme, AICPA Council Member and former OSCPA Chair, will share a Professional Issues Update. A day of leadership training on core topics presented by Keynote Speaker Donna Slater OSCPA leaders, their guests and general registrants are invited to enjoy an evening social and dinner. Afterwards, join your colleagues for a high energy evening of fun! Day Two - Wednesday, May 1: Strategic Leadership Forum & Annual Meeting (concludes at noon) Year in Review by 2023-24 OSCPA Chair Tracy Allen Getting From Here to There - Reflections and Personal Application OSCPA Legislative Update by Selene Sullivan, OSCPA Legislative Policy Chair; Adam Abplanalp, 2024-25 OSCPA Vice Chair; and Nicole Hazelbaker, OSCPA Legislative Counsel OSCPA Update by Sherri McPherson, President/CEO Hotel Accommodations and Deadline: Best Western Plus Agate Beach Inn, 3019 North Coast Highway, Newport, OR 97365 Two ways to make reservations: 1) Call the hotel directly at 541-265-9411. 2) Reserve online at OSCPA Online Reservation. Room block has expired. Rooms are still available at competitive nightly rates! Registration Fees: Invited Volunteer Leaders Registration Fee: $99 - includes all programs, CPE credit, meals and activities. Note: There is a nominal fee based on rising costs. Scholarships for a complimentary Volunteer Leader registration are available upon request. Call Sherri McPherson at 503-597-5480 / 800-255-1470, ext. 120. Guest Registration Options and Fees: Varies by event attendance option Full Event General Member Registrant Fee: $349 - includes all programs, CPE credit, meals and activities. Annual Meeting Only for General Member Registrat: No charge; pre-registration for the Wednesday morning program is required. Questions? Please contact the Professional Development & Events team; 503-641-7200 / 800-255-1470, ext. 3.

Employee Turnover is at an all-time high, and what use to work isn't working anymore. We explore a call to action with a new way of thinking.