CPE + Events Catalog
2026-27 OSCPA-Select CPE Courses Now Available!
Browse CPE by Field of Study, and use the Format/Type filter to narrow by In-Person, Webcast, Bundles or On-Demand.
Agentic AI for CPAs: Automate Workflows with Intelligence (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $95
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The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a substantial competitive advantage. This course will teach you the fundamentals of agentic AI and how you can put them to work in your firm or business.
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Monthly Tax Update with Ed Zollars (2 hours - afternoon) - NEW! - Webcast
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Online
2.0 Credits
Member Price: $100
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Stay in the know with this monthly tax update series, featuring Ed Zollars, CPA. Each month, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients. This month's topic coming soon OSCPA has partnered with the Idaho Society of CPAs for this event.
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Ethical AI Practices for CPAs: Ensuring Responsible Use (2 hours - morning) [NT] - Webcast
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Online
2.0 Credits
Member Price: $95
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Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity and mitigate the risks associated with using generative AI.
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Smarter Tax Services with (AI) Tools (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $95
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There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research and enhance client advisory services with AI tools.
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AHI Basic Staff Training - Level I (4 days) - 21.6 Tech & 2.4 [NT] - Webcast
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Online
24.0 Credits
Member Price: $795
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Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.
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State & Local Tax Conference - Portland
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Portland
8.0 Credits
Member Price: $315
As tax laws continue to evolve, CPAs need to stay informed and proactive. The OSCPA's State & Local Tax Conference delivers the latest on legislative updates, case law, and compliance strategies for accounting professionals. Gain actionable insights from leading tax experts and build a network of peers facing similar challenges. Ensure your clients' success by mastering the complexities of state and local taxes. We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available. CLE-OR: Pending ApprovalCFP: Pending Approval A special thank you to the members of the State & Local Taxation Project Committee for developing the 2027 conference.
State & Local Tax Conference - Webcast
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Online
8.0 Credits
Member Price: $315
As tax laws continue to evolve, CPAs need to stay informed and proactive. The OSCPA's State & Local Tax Conference delivers the latest on legislative updates, case law, and compliance strategies for accounting professionals. Gain actionable insights from leading tax experts and build a network of peers facing similar challenges. Ensure your clients' success by mastering the complexities of state and local taxes. CLE-OR: Pending ApprovalCFP: Pending Approval A special thank you to the members of the State & Local Taxation Project Committee for developing the 2027 conference.
Reviewing Individual Tax Returns: What Are You Missing? (4 hours - afternoon) - Webcast
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Online
4.0 Credits
Member Price: $195
The sheer volume of IRC provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. The review stage of preparing a return serves as a critical backstop to prevent errors in clients' returns. This case study-based course addresses common mistakes practitioners make when preparing individual tax returns; these mistakes are often missed by review staff. Participants will review four sample returns and identify both errors and areas of opportunity. They'll also discover issues that may warrant additional client information and areas of tax law that require deeper analysis.
Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers - Webcast
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Online
8.0 Credits
Member Price: $315
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation. NOTE: This course qualifies for IRS CE (PTIN) credit. To receive IRS CE credit, please email your PTIN to profdev@orcpa.org at the end of the course. Surgent will report credit at the end of each quarter.If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email profdev@orcpa.org.
Minimum Standards for Audits of Oregon Municipal Corporations / Oregon Local Budget Law - Webcast
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Online
8.0 Credits
Member Price: $315
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Completion of this course is required for admission to the Oregon Municipal Roster. This program is offered twice a year. Plan early to meet your requirement! This course may be appropriate to meet the biennial CPE requirements to continue on the Municipal Roster. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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2026 Federal Tax Update featuring Greg White & George Koutelieris - Portland
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Portland
8.0 Credits
Member Price: $350
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If last year was action-packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you'll need to navigate through the coming tax year.
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2026 Federal Tax Update featuring Greg White & George Koutelieris - Webcast
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Online
8.0 Credits
Member Price: $350
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If last year was action-packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you'll need to navigate through the coming tax year.
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2026 Federal Tax Update featuring Greg White & George Koutelieris - Eugene
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Eugene
8.0 Credits
Member Price: $350
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If last year was action-packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you'll need to navigate through the coming tax year.
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2026 Federal Tax Update featuring Greg White & George Koutelieris - Webcast
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Online
8.0 Credits
Member Price: $350
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If last year was action-packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you'll need to navigate through the coming tax year.
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Pat Garverick's Hands-On Tax Return Workshop: Individuals (Form 1040) (2 days) - Webcast
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Online
16.0 Credits
Member Price: $599
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of individual income taxation. The cornerstone of this course is the preparation of the Form 1040 using actual client data common to most individual income tax returns.
Winter Governmental Auditing & Accounting Conference - Webcast
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Online
8.0 Credits
Member Price: $315
This conference will cover a general overview of current developments in governmental auditing and accounting, and will provide the knowledge that governmental auditors need!YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.
SALT Mastery Series: Multnomah County / City of Portland Taxation Update (2 hours - morning) - Webcast
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Online
2.0 Credits
Member Price: $75
Learn about the Multnomah County and City of Portland taxation laws and calculations, including changes and current issues! This in-depth 2-hour session will walk you through how these local taxes are calculated and update important taxation issues in Multnomah County and the City of Portland.
SALT Mastery Series: City of Portland, Multnomah County, and Metro Taxes: Practitioner Perspectives (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $75
Join experienced local practitioners for their practical perspectives on the City of Portland, Multnomah County, and Metro Taxes, including compliance requirements, apportionment, pass-through entity considerations, and interaction with other tax programs. Practitioners will offer their perspectives on tax planning and strategies for these tax programs, insight into potential future developments, and suggestions for communicating with clients. This program will cover the City of Portland, Multnomah County, and Metro business and personal tax programs.
SALT Mastery Series: Oregon Department of Revenue Update (2 hours - late morning) - Webcast
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Online
2.0 Credits
Member Price: $75
Join your colleagues for this two-hour technical session to obtain a practical update on Oregon Department of Revenue hot topics. This webcast will be presented via Zoom. Webcast access information to be provided 5 business days prior.
Pat Garverick's Hands-On Tax Return Workshop: S Corporations (Form 1120S) - Webcast
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Online
8.0 Credits
Member Price: $315
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns.
