CPE + Events Catalog

Apply numerous features and functions examined in previous sessions in a variety of time-savings techniques. Continue to integrate these features as we proceed throughout the series. This is part 6 of a 10-part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

This session introduces the PivotTable feature and covers the basics. Learn the four report layout areas, rows, columns, values and filters. Then you will learn how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. You will explore how to create monthly columns and how to properly format the values in a PivotTable. This is part 7 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

This session begins by comparing the formula-based reports we built previously to PivotTables. Dig into the details between these two report types so you are comfortable with applying them to specific workbooks. Create two versions of many reports, one version with formulas and the other with PivotTables so you become comfortable replacing formula-based reports with PivotTables when appropriate. This is part 8 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

This session concludes the PivotTable discussion by examining various ways to present report values; discussing the subtly of properly sorting a recurring-use PivotTable; and covering numerous filtering options, including slicers. Next you'll explore the look-up function designed specifically to retrieve values from PivotTables. The session concludes by transitioning to data acquisition techniques, and you'll retrieve data from perhaps the largest external data source of all'the Internet. This is part 9 of a 10-part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

This foundational course provides essential strategies and tactics for CPAs and financial professionals serving as expert witnesses in depositions. Led by Brian Peter Brinig, JD, CPA/ABV, ASA'an experienced forensic expert with over 600 depositions and 300 trial appearances'the course outlines the expert's ethical and professional responsibilities, the civil discovery process, and the critical role of depositions in litigation. You'll learn the difference between percipient and expert witnesses, understand the legal framework of opinion evidence, and gain actionable guidance on preparing for and performing effectively in depositions. Key content includes the "Ten Commandments for Expert Testimony," strategic insights into the adversarial nature of litigation, and how to avoid common pitfalls that can undermine credibility. By the end of the course, you'll be equipped with the tools to protect your professional opinions, remain composed under pressure, and navigate depositions with integrity and precision.

Jess LeDonne, Director of Policy and Legislative Affairs at The Bonadio Group, discusses the Corporate Transparency Act (CTA) and its impact on businesses. Effective January 1, 2024, the CTA requires many companies, especially smaller ones, to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN) to enhance transparency and combat illicit activities. LeDonne emphasizes that while larger corporations may be exempt, smaller entities must comply to avoid severe penalties. She outlines key aspects of the reporting requirements and advises that straightforward filings can often be managed using FinCEN's resources, but complex situations may require legal counsel.

2026 OSCPA Business & Industry Focus Forum On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $225 The 2026 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 ($49 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 2, 2026.

2026 OSCPA Business & Industry Focus Forum On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 Business & Industry Focus Forum? The forum 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 2, 2026.

2026 OSCPA Northwest Federal Tax Conference™ On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $659 The 2026 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 24, 2026.

2026 OSCPA Northwest Federal Tax Conference™ On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 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 24, 2026.

2026 OSCPA Retirement & Financial Planning Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2026 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 16, 2026.

2026 OSCPA Retirement & Financial Planning Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 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 16, 2026.

- - This 75-minute session will provide an in-depth analysis of pivotal court decisions and their practical implications, ensuring you are well-equipped with the knowledge needed to make informed decisions in your practice. The conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. It is focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.

This session will discuss the key areas that the family law practitioner and forensic accountant should be aware of when dealing with the apportionment of property. While the primary focus will be a discussion related to key areas to understand when dealing with the apportionment of real estate, the session will also discuss various other areas of property apportionment that the family law practitioner and forensic accountant should be aware of. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.

Our team of experts will discuss the distinctions and issues related to the calculation of temporary and FC Section 4320 spousal support, and will provide a brief summary of the statutory changes regarding guideline child support and child support add-ons. The discussion will include the determination of income available for support and common pitfalls in support software usage, from input mistakes to the characterization of specific entries. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.

Our panel of experts will discuss how to tackle complex cases that involve tracing and/or post-separation accounting. They will discuss common pitfalls and best practices, with a special focus on case management, the Marriage of Simonis Case and real-world examples to provide practical perspectives. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.

Get up to speed on the major 2025 federal tax changes shaping Form 1040. This course covers the latest legislation'including the One Big Beautiful Bill Act'new deductions and credits, updated SALT rules, Trump Accounts, vehicle-related provisions, crypto reporting, IRS modernization, and key court decisions. Packed with examples and planning insights, this update prepares practitioners for the 2025 filing season.

Edward Zollars, CPA, explores key shifts in the tax landscape, from the IRS Direct File program's rollout and its cost-effectiveness debate to heightened scrutiny of ERC claims. He emphasizes audit preparedness, accurate documentation, and evolving IRS guidance. Zollars also examines the Loper Bright case's impact on agency regulation interpretation and the Express Scripts decision's implications for software-related deductions, equipping professionals to navigate today's complex, rapidly changing tax environment.

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.

We all know what we would like to do and achieve, but how realistic are those expectations - Are your clients - goals and objectives truly attainable - Do you feel like you can help your clients accomplish their financial planning goals - This session focuses on developing real-world applications in a new era'The Roaring 20s. This past year, we've experienced swings in the market and other critical financial issues that have impacted our clients. Being prepared is crucial! Similar comparisons have been made to the Roaring 20s of the last century. The economic game may change positively and negatively during the decade and it is more important than ever to help us relay the importance for our clients to stay focused.