CPE + Events Catalog

Offering financial planning services to clients improves relationships and outcomes. When clients understand how your advice is tailored to their best interests, it is easier to implement the strategies you know are in their best interest. A deeper understanding of how to benefit their companies and families is just a few steps away.

In recent history, even the most prestigious CPA firms have had ethical lapses and oversights that have cost them both financially and, at that moment, clouded their brand. This course will review the AICPA code of ethics for both accounting and tax practitioners and encourage you to examine your firm's policies and choices relative to those standards and common sense through thought-provoking and sometimes humorous Q&A and case studies. This course fulfills the four-hour ethics education requirement.

Earn CPE credits while mastering fraud detection with Red Flag Mania's When We Prey Bundle! Level up your professional development and anti-fraud expertise with this comprehensive self-study program for busy professionals. This CPE credit-eligible bundle offers an immersive learning experience, allowing you to earn valuable continuing professional education credits while becoming a fraud-fighting champion. The When We Prey Bundle combines the power of Red Flag Mania's top-rated on-demand programs: Culture Dash : Sharpen your ethical compass and confidently navigate real-world ethical dilemmas through a whodunnit mystery. Audit Challenge : Step into the shoes of a real auditor, investigate a fraud case, and gain practical experience in control testing. Fraud Scheme Hunt : Develop a keen eye for identifying and understanding how to unravel different fraud schemes. Here's what you'll gain: In-depth knowledge of fraud schemes and detection strategies. Hone your skills in recognizing ethical issues within a scenario. Enhanced audit and investigative skills through gamified learning. CPE credits to fulfill your professional development requirements. The When We Prey Bundle is your one-stop shop for mastering fraud prevention and ethical decision-making. Invest in your professional growth and become a valuable asset to your organization. Enroll today and earn CPE credits while becoming an ethical leader, audit pro, and fraud fighter! These courses are produced by Red Flag Mania.

Despite the rising use of environmental, social, and governance (ESG) ratings, there is substantial disagreement across rating agencies regarding what rating to give to individual firms. As what drives this disagreement is unclear, we examine whether a firm's ESG disclosure helps explain some of this disagreement. We predict and find that greater ESG disclosure actually leads to greater ESG rating disagreement. These findings hold using firm fixed effects and using a difference-in-differences design with mandatory ESG disclosure shocks. We also find that raters disagree more about ESG outcome metrics than input metrics (policies), and that disclosure appears to amplify disagreement more for outcomes. Last, we examine consequences of ESG disagreement and find that greater ESG disagreement is associated with higher return volatility, larger absolute price movements, and a lower likelihood of issuing external financing. Overall, our findings highlight that ESG disclosure generally exacerbates ESG rating disagreement rather than resolves it.

AI Foundations Self Study is a high-impact, on-demand training program crafted for accounting professionals who want to quickly and securely master generative AI tools like ChatGPT. Adapted from our immersive instructor-led experience, this self-paced version delivers all the essentials of our three-week program in a flexible, interactive format that fits your schedule. Through a curated mix of recorded demonstrations, guided exercises, and real-world accounting scenarios, you will learn how to:     Set up and personalize ChatGPT with strong data security practices     Craft precise and effective prompts tailored to your professional needs     Apply advanced AI strategies to common accounting workflows such as client communication, financial analysis, and process documentation   Whether you are automating routine tasks, enhancing deliverables, or brainstorming new solutions, this course gives you the skills and confidence to integrate generative AI into your accounting work without compromising professional standards or data protection.   To maximize your experience, we recommend subscribing to ChatGPT Plus ($20 per month) to access the features used throughout the course.Build your AI foundation with confidence, at your own pace.   Exclusive Bonus Opportunities When You Register!6 Monthly AI Update Calls – Available exclusively to graduates of TB Academy programs and courses. Stay ahead of the curve! The instructors will host monthly AI update calls on the last Thursday of each month. Join these live discussions to explore the latest AI developments and trends plus learn some AI additional tips and tricks.

2025 OSCPA Business & Industry Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2025 OSCPA Business & Industry Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available October 30, 2025.

2025 OSCPA Business & Industry Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2025 Business & Industry Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available October 31, 2025.

2025 OSCPA Northwest Federal Tax Conference™ On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $645 The 2025 OSCPA Northwest Federal Tax Conference™ On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($169 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available November 26, 2025.

2025 OSCPA Northwest Federal Tax Conference™ On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2025 Northwest Federal Tax Conference™? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available November 26, 2025.

2025 OSCPA Retirement & Financial Planning Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2025 OSCPA Retirement & Financial Planning Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available December 2, 2025.

2025 OSCPA Retirement & Financial Planning Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2025 Retirement & Financial Planning Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available December 2, 2025.

2026 OSCPA State & Local Tax Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2026 OSCPA State & Local Tax Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available January 20, 2026.

2026 OSCPA State & Local Tax Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 State & Local Tax Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available January 20, 2026.

2026 OSCPA Winter Governmental Auditing & Accounting Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2026 OSCPA Winter Governmental Auditing & Accounting Conference On-demand Group CPE Training Package includes: Link to the recorded program One on-site CPE Credit Compliance Packet Two sets of participant materials plus one set of discussion leader materials (note: to qualify for CPE, you must have a discussion leader in addition to minimum of two participants) For groups with more than two participants, additional materials are required for each participant ($99 per additional participant). What do you need to do to offer the On-demand Group CPE Training Package? To provide CPE credit, the Oregon Board of Accountancy rules require you to follow specific rules pertaining to CPE as the sponsor for your locally offered program. Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. The qualified discussion leader moderates the video replay, leads discussion and answers participants' questions. The on-site CPE Credit Compliance Packet (mentioned above) provides the materials and information you need for your program to comply with the Oregon Board of Accountancy rules for Continuing Professional Education. The packet provides planning tools and required program documents. Requires a minimum of two participants plus a qualified discussion leader. Paperless (electronic) materials are provided for the discussion leader and each participant. The On-demand Group CPE Training Package will be available February 9, 2026.

2026 OSCPA Winter Governmental Auditing & Accounting Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 Winter Governmental Auditing & Accounting Conference? The conference will be recorded so you can still receive the latest updates on nonprofit topics. The Informational Package, NOT designed for CPE credit, includes a link to the recorded program and one set of participant materials. Note: All sales are final. The Informational (No CPE) Package will be available February 9, 2026.