CPE + Events Catalog

The nonprofit sector in California is vast and diverse, embodying the spirit of community engagement. While many recognize nonprofits as vital forces for good, their significant economic and potential political influence often goes unnoticed. The year 2025 has brought unique challenges for the sector, characterized by various developments from the federal administration. This course provides a comprehensive overview of the critical role nonprofits play in shaping public life and the importance of their involvement in public policy discussions. We examine the emerging federal challenges to the sector, California's response, and key legislation that will affect nonprofits at both the state and federal levels. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet.

Everyone knows that Excel is the most widely used spreadsheet application in the world today. However, because it is ever-changing, many users are unable to keep up with the latest features and capabilities of this ubiquitous application. In this course, we'll look at some of the most helpful new features and tools that have been added to both the Desktop version of Excel and the Web version. This course is for anyone who regularly works with Excel.

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.

As sustainability reporting moves into the spotlight, ethical expectations are rising fast. In this session, Kam Leung and Szilvia Sramko break down the International Ethics Standards for Sustainability Assurance (IESSA) and what they mean for assurance professionals navigating complex value chains, external experts, and advanced technologies. Attendees will learn how to spot ethical risks early, exercise sound judgment, and protect independence in a rapidly evolving assurance landscape.

Led by tax controversy expert Melissa Wiley, this course equips tax professionals with key strategies for navigating IRS audits, collections, and appeals. Participants will learn to respond effectively to audits, resolve tax debts, and leverage appeals options like Fast Track Appeals and Post-Appeals Mediation. The course also covers criminal tax risks, taxpayer rights, and litigation strategies, ensuring professionals can advocate for clients and challenge IRS assessments confidently. Please note that this product will expire either on 04/30/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.

2027 OSCPA State & Local Tax Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2027 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 19, 2027.

2027 OSCPA State & Local Tax Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2027 State & Local Tax Conference? The conference will be recorded so you can still receive the latest updates. 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 19, 2027.

2027 OSCPA Winter Governmental Auditing & Accounting Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2027 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 8, 2027.

2027 OSCPA Winter Governmental Auditing & Accounting Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2027 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 8, 2027.

Enhance your career with an invaluable skill set in this two-part series, where you'll explore the cost system of a real company from the ground up. Learn how to link variable and base costs, identify fluctuating and semi-fixed direct costs, and accurately trace direct materials, labor, and labor burden to products. Gain practical tools for budgeting, setting standard costs, and seamlessly embedding Activity-Based Costing (ABC) into a comprehensive cost system. This on-demand course includes both parts one and two or the original webinar recording.

This session provides an overview of Xspouse and how it compares to DissoMaster for support calculations in divorce matters. Attendees will learn practical do's and don'ts, common pitfalls, and key takeaways. Topics covered include an overview of Xspouse, the key differences between Xspouse and DissoMaster, important takeaways, and the do's and don'ts associated with their use. This session was recorded on February 12, 2026 for CalCPA's Tax Issues in Divorce Mini-Conference.

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This course can help users who wish to improve their Excel skills to increase their productivity. The material starts by covering fundamental topics such as time-saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit significantly by taking this course.

Auditing can seem complex and overwhelming at first, with its intricate standards, regulations, and risk assessments. Industry veteran Marty Van Wagoner simplifies the process and equips accountants and finance professionals with the knowledge they need to navigate audit evidence with confidence. Covering essential standards, PCAOB and AICPA guidance, and recent regulatory changes, this course provides practical insights into risk assessment, audit procedures, and the evolving role of technology in audits. With real-world examples and expert strategies, You'll gain the skills to conduct high-quality audits and enhance financial integrity. Stay ahead of industry changes and refine your auditing approach today! Please note that this product will expire either on 03/31/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.

The July 28, 2026 webcast on Oregon's Pass-Through Entity Elective Tax (PTE-E) (2 hours) was recorded. 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 tax program and discover strategies to manage the interaction between state PTE-E taxes for multi-state clients (and strategies to avoid double taxation). With expert guidance, you'll walk away with the knowledge needed to optimize tax positions for your clients. This Informational (no CPE) video replay is NOT designed for CPE credit. You will receive a link to the recorded program and one set of participant materials. Note: All sales are final.

2026 OSCPA Accounting & Auditing Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2026 OSCPA Accounting & Auditing 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 June 29, 2026.

2026 OSCPA Accounting & Auditing Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 Accounting & Auditing 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 June 29, 2026.

2026 OSCPA Construction & Real Estate Conference On-demand Group CPE Training Package On-demand Group CPE Training Package Fee = $355 The 2026 OSCPA Construction & Real Estate 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 May 27, 2026.

2026 OSCPA Construction & Real Estate Conference On-demand Informational Only (No CPE) Training Package Are you unable to attend the 2026 Construction & Real Estate 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 May 27, 2026.