CPE + Events Catalog

Learn about new developments and the latest topics of interest to CPAs and other accounting professionals in the not-for-profit sector. YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity. Registration Note: Individuals working at a nonprofit and who are not eligible to be an OSCPA member, are eligible for the member rate. To receive this rate, in the cart, top right "Promotion Code" box, enter the "MEMRATE" promo code. This will apply the member rate. Note: In-person seats are limited so early registration is suggested. Prefer to attend via livestream webcast? Register to attend via webcast! A special thanks to the members of the Not-for-Profit Strategic Committee for developing the 2025 Not-for-Profit Conference: Jennifer Perrier - Chair, Thomas Achor, Erica Aitken, Alexandra Aranda, Cynthia A. Barber, Cynthia P. Bartholomew, James H. Brinkman, Gerald W. Burns, Shirley D. Cyr, Christopher Dahlvig, Michael K. Farnsworth, Michelle J. Gall, Ian R. Gelfand, Todd D. Kimball, Lorelei G. Martin, Gary N. McGee, Jason T. McGill, Ryan E. Miller, Sarah K. Moll, John Ng, Kristina L. Oliveira, Cheryl R. Olson, Jennifer Perrier, Russell D. Price, Robert M. Prill, Joseph Rosevear, Katie L. Sheffield, Mylen N. Shenker, Kathleen L. Sohl, Eugene L. Stewart, Brooke A. Stout, Sandra A. Suran, Suzanne B. Taylor and Kellie R. White. Thank you to our 2025 Gold Sponsors: YPTC, Umpqua Bank, CLA & Heritage Bank!                  

Learn about the latest challenges and solutions faced by the construction industry and the CPAs who work with them.

Employee benefit plan audits are complex. It can be an immense challenge to follow proper procedures and maintain current compliance. Our ERISA experts will address plan documentation, compliance and the most relevant issues and topics to help you master the ERISA process.

National Chair of the American Academy of Attorneys-CPAs Ethics Committee, instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the Board of Accountancy Administrative Rules for CPAs.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.

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From essential GASB and Yellow Book updates to insightful discussion of the accounting pipeline, the 2025 OSCPA Governmental Accounting & Auditing Conference is the perfect source of information for government accountants.YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity. Registration Note: Individuals working at a municipality and who are not eligible to be an OSCPA member, are eligible for the member rate. To receive this rate, in the cart, top right "Promotion Code" box, enter the "MEMRATE" promo code. This will apply the member rate. Note: In-person seats are limited so early registration is suggested. Prefer to attend via livestream webcast? Register to attend via webcast! Developed by: OSCPA members on the Governmental Accounting & Auditing Strategic Committee

Learn about critical issues and current developments in real estate accounting, development, financing, and taxation.CLE-OR: Pending Approval

Stay current on the latest developments in accounting and auditing - so you can continue providing exceptional service and insight to those who rely on you.

Hear the latest on estate planning issues that impact you and your clients.CLE-OR: Pending ApprovalCFP: Pending Approval

This introductory half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Delap LLP, Lake Oswego, who is recognized for her extensive national expertise and instruction skills in this arena. You will gain an understanding of nexus, and nexus requirement for apportionment and different methods for different businesses. Learn the difference between apportioned and allocated income, as well as how business/nonbusiness income is determined. You will also learn how each of the factors for property, payroll, and sales are calculated.

This intermediate half-day Oregon and State & Local Taxation program is authored and instructed by Kimberly Lohr, Principal, Delap LLP, Lake Oswego, who is recognized for her extensive national expertise and instruction skills in this arena. You will obtain a brief overview of the basics followed by an intermediate dive into a variety of pertinent topics. Learn about economic nexus issues, nexus study/voluntary disclosure as well as pass-through ownership & nexus. The U.S. Supreme Court nexus decision in Wayfair will also be addressed. Additionally, you will learn about Public Law 86-272, cloud computing, reporting an RAR, IRS & state communications, unclaimed property, state updates, City of Portland, Multnomah County & Metro and Oregon, California, and Washington. This is a companion to the four-hour "Oregon and State & Local Taxation - The Basics" program and may be taken in conjunction with or as an independent program.

This course includes an analysis of all the relevant authoritative pronouncements that a CPA must understand in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. Participants who take this course will enjoy a smooth sailing in their peer reviews guaranteed! The new Quality Management Standards that replace the Quality Control Standards will be discussed! Don't miss this chance to elevate your skills and stay ahead of the curve. Walter Haig's Preparation, Compilation, and Review Standards Update is not just an event; it's an investment in your professional success!

This course will enable practitioners to understand and apply the AICPA "clarification" auditing standards and the new SAS 145 risk assessment requirements. Further, this course will provide guidance on how to perform an effective, efficient and profitable audit engagement. The course is loaded with practical practice aids to help enable participants to comply with the standards. Troublesome areas as identified in peer reviews and litigation will be covered. Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed!

This course provides an update and review of the financial reporting frameworks commonly used by small- and medium-sized entities (SMEs); namely, the U.S. GAAP Financial Reporting Framework principles that apply to SMEs, the tax and cash special purpose frameworks, and the AICPA Financial Reporting Framework for SMEs. Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted.