CPE + Events Catalog

This comprehensive 8-hour course explores the pervasive issue of fraud in State and Local governments. Our panel of experts from inside and outside government will provide participants with the tools and knowledge necessary to identify, prevent, and respond to fraudulent activities in State and local governments. The course begins by examining the types of fraud commonly encountered in governmental settings, including financial fraud, procurement fraud, and abuse of power. With our experienced panelists, participants will delve into real-world case studies to understand the tactics used by fraudsters and the impact on public trust, resources, and governance. Special emphasis will be placed on understanding regulatory frameworks and compliance measures designed to mitigate fraud risks.    

Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course addresses the most recent legislative developments impacting individual taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns.    *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

Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income.  While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course is ideal for CPAs, EAs, or other tax professionals. **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.

Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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.

This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Understand internal control Understand internal control in risk assessment as required by GAAS. Gain an overview of internal control and related key aspects so that you recognize auditor and management roles and responsibilities related to internal control and procedures involved in understanding an entity's internal control in a risk assessment.

Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial reporting and tax regulations. - Timing Differences: Variations in income recognition and deductible expenses between GAAP and IRC create timing differences, impacting reported profitability and tax liabilities. - Deferred Tax Assets: Companies accrue deferred tax assets from overpaid taxes or carried-forward credits, which can offset future taxable income, reducing tax liabilities. - Deferred Tax Liabilities: When taxable income is less than reported income, deferred tax liabilities arise, necessitating future tax payments when temporary differences reverse. Join us to delve into these concepts, exploring how financial reporting choices and tax strategies shape a company's financial performance and compliance obligations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget. These areas include: 1. Social media 2. Content development. 3. Email marketing. 4. Text (SMS) marketing. 5. Chatbots and other interactive AI tools. 6. Drip marketing campaigns. Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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. 

Need to fill internship and job openings? Meet accounting students and recent grads face-to-face and recruit for open positions. This recruiting event is for public accounting firms, governmental agencies, and businesses to connect with accounting students from colleges/universities statewide. The student demographic is: juniors, seniors, 5th year seniors, graduate students, post baccalaureates, and recent graduates.  **For student registration, please click here** Exhibiting Options: On-site Exhibitor: This option provides firm and business representatives with the opportunity to meet and interact with accounting students in person. Virtual Exhibitor: This option provides firm and business, who are not able to attend in person, the opportunity to promote employment and/or internship opportunities via an OSCPA-provided custom designed color flyer and slideshow. OSCPA Career Showcase is an open-house style networking event. There is no formal program. Exhibitors may arrive anytime after 4:00 p.m. to begin setting up. We ask that exhibitors be set up by 5:50 p.m. for doors to open at 6:00 p.m. On-Site Exhibitor Registration - $550: Face-to-face interaction with accounting students Firm/Business name and link to website listed on OSCPA website with a one-page profile flyer. (1) 8' Exhibit Table Registration for up to six firm/business representatives Electronic list of students attending (name, college/university) Name badges for registered exhibitors Information Display Exhibitor Registration - $100: Firm/Business name and website link listed on OSCPA website Customized printed 8.5 x 11 color flyer to include your firm/business address, profile/logo, contact information for employment opportunities, and local area highlights (i.e. all staff photo, front of office, community highlights, etc.) Slideshow with firm-provided images that will be displayed at the event OSCPA staff representation at remote exhibitor table to be a resource for your firm/business Electronic list of students attending (name, college/university) Email your firm/business profile to membership@orcpa.org by September 17, 2025. When submitting the firm/business's profile information, please include available employment and internship opportunities. If your firm/business has multiple locations, please indicate where the open positions are located. Information Display Exhibitors: Please also email 2-3 images to help promote your business. These will be included in the custom flyer and slideshow. Special thanks to our Gold sponsors for this year's Career Showcase: Banner Bank, Becker and Fletcher Wold Photography.                   If you have any questions, or would like information regarding sponsorship opportunities, please email the membership team or call 503-597-5471 / 800-255-1470, ext. 3.

The OSCPA Career Showcase is a valuable opportunity for students to begin networking with firm and business representatives who are actively seeking talent for internships and employment opportunities. It’s also a chance for employers to meet highly motivated students who could be strong additions to their organizations. Prepare to Make ConnectionsCome as your authentic self. While many attendees may choose business or business-casual attire, what’s most important is that you feel comfortable and confident. There’s no one way to look like a future CPA - we welcome you as you are. Bring a few copies of your resume if you have one Take a look at the Career Showcase Exhibitor page to get familiar with participating firms. Do check back often as new firms are added regularly Come with questions, curiosity, and an open mind - this is a space to explore, learn, and growArrival & Check-In Registration opens at 5:30 pm Early access at 6:00 pm for OSCPA student members Doors open at 6:15 pm for nonmembersNot yet a member? Join for free here: www.orcpa.org/join There is no fee for students or university faculty to attend this event, however, pre-registration is required.  Student - Registration Instructions (Read 1st then scroll down to register): Login to your OSCPA account (or create one if you don't have one) Click "Add to Cart" Select your current class standing   Select your college/university   Click "Checkout." You will receive a confirmation email within 24 hours.   Faculty - Registration Instructions (Read 1st then scroll down to register): Login (or create one if you don't have one) Click "Add to Cart" Select your college/university Select "Educator/Faculty Representative" Click "Checkout." If you have successfully registered you will receive a confirmation email within 24 hours.   Special thanks to our Gold sponsors for this year's Career Showcase: Banner Bank, Becker and Fletcher Wold Photography.             For questions or same-day registration, please contact the membership team; 503-641-7200 / 800-255-1470, ext. 3.

In this webinar, accountants will discover how to double their firm's revenue through CFO and advisory services. Many accounting firm owners are stuck in what we call The Accountant's Trap. It's where the firm owner is trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work. To make matters worse, these firm owners can't raise their fees because there is always another accountant or bookkeeper willing to do the work for less -- not to mention all the tech companies trying to get into our space. Does this sound familiar? If so, this webinar is for you. This course is for any practice owner looking to transform their practice - and double their revenue - by offering a productized CFO/Advisory service. We'll cover the systems you need to transform your practice and the services you should offer to double your firm's revenue. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Tax rates, personal liability, operations - these are all factors to be weighed when advising clients about their choice of entity decision. This session provides a comparison of the multiple entity choices to start the discussion with clients and selecting the best tax efficient option for them. *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

There is simply no denying that a sufficiently designed and effectively operating system of internal controls over reliable financial reporting is more important than ever. The primary objective of this course is to give participants "hands-on" practice in designing, evaluating, and communicating conclusions related to design and operating effectiveness of internal controls over reliable financial reporting and other risks for nonprofit environments. 

This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also recap recent changes and present common peer review findings and best practices to improve practice quality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course will help you master individual income tax return preparation! It will improve your understanding of the basics, focusing on the law and compliance associated with Form 1040. It is an excellent overview of the process for new preparers and a refresher for the more seasoned professional.

Individuals are leaving the workforce in droves due to retirement or resignation, and many are choosing to start their own businesses. This course explores the planning opportunities for those starting their own businesses or advising clients. Issues addressed include making sure you will be treated as a business, choice of entity, Schedule C deductions, depreciation, avoiding the self-employment tax, retirement plans, self-employed health insurance, employing family members, and loss limitations.

In today's dynamic economic landscape, staying ahead with effective fringe benefit planning is more critical than ever for both businesses and individual clients. With evolving tax laws and shifting market dynamics, understanding the intricacies of fringe benefit planning is essential to ensure financial well-being and compliance. This course offers a comprehensive overview of essential tools and techniques tailored for financial professionals, allowing them to navigate the complexities of fringe benefit planning with confidence and precision. By attending this course, practitioners will gain invaluable insights into various planning tools and techniques essential for meeting fringe benefit planning objectives. From mastering the subtleties of employee benefit planning, including ERISA reporting and disclosure requirements, to unraveling the complexities of IRC §132 fringe benefit options, attendees will enhance their expertise to deliver superior advisory services. The curriculum also delves into the practical aspects of cafeteria plans, flexible spending accounts, group term life insurance plans, and strategies for financing retiree medical benefits, among others. With a focus on practical application and real-world scenarios, this course equips participants to tackle fringe benefit planning challenges head-on, providing them with the tools and knowledge needed to optimize benefits for both business and personal needs, now and in the future. **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.