Spring 2024 - Estate & Trust Conference Group On-demand CPE Training Package

Overview

2024 OSCPA Estate & Trust Conference On-demand Group CPE Training Package

On-demand Group CPE Training Package Fee = $355

The 2024 OSCPA Estate & Trust 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 26, 2024.

Designed For

CPAs and professionals involved in estate planning - CPAs, attorneys, trust officers, Chartered Life Underwriters and other professionals are encouraged to attend.

Objectives

To provide an overview of recent developments and important issues in estate planning, trust planning and estate and trust reporting.


Note: All sales are final.

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