CPE + Events Catalog
Download the 2024-25 CPE Catalog (pdf)
K2's Microsoft Office 365 – All the Things You Need to Know [NT] – Webcast
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Online
8.0 Credits
Member Price: $310
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. Isn't it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
Tax Planning for Small Businesses (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Clients want help with present and future business services. Which tax planning strategies will you provide for your corporate and small business clients? Updated for the latest legislation and IRS guidance on tax reform, this course answers the tough questions and shows you what strategies are best for your clients We use a case-study approach to explore opportunities for businesses and how the tax practitioner can continue to add value for their clients. Discussions will include traditional and new planning opportunities as a result of the latest tax legislation, including the SECURE 2.0 Act, and IRS guidance.
K2's Next Generation Excel Reporting – Webcast
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Online
8.0 Credits
Member Price: $310
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel's "legacy" features, and you have significant new opportunities to improve your Excel-based reporting environments.In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
Exploring the A-B-C-D of the Digital Age and their Impact on Accounting (1 hour - morning) [NT] – Webcast
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Online
1.0 Credits
Member Price: $50
This session will start with a quick look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance are impacting the accounting ecosystem supporting transaction recordation and financial reporting. Then we'll dive deeper into how to identify opportunities for automation, whether with traditional programming, robotic process automation (RPA), or machine learning. We'll close out with a look at how the role of the finance team leader will change and the skills needed to be successful in the near future. OSCPA has partnered with the Washington Society of CPAs for this event.
How Automation and AI are Enhancing Management Accountants (1 hour - afternoon) [NT] – Webcast
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Online
1.0 Credits
Member Price: $50
Headlines abound saying that Robotic Process Automation (RPA) and artificial intelligence (AI) is going to eliminate the need for accountants. In reality, RPA and AI provide a great opportunity for accountants to automate more routine procedures and focus on delivering more value-added insights to help improve an organization's performance or risk mitigation. Conversely, the use of AI within organizations can also have some perverse results if not managed properly. Accountants must be aware of these risks and work to ensure that the proper controls are in place to manage an organization's operational and financial risks associated with automation and AI. Attend this session to learn more about these technologies and their implications to the skills and knowledge needed to be an effective management accountant. OSCPA has partnered with the Washington Society of CPAs for this event.
Preparing Individual Tax Returns for New Staff and Paraprofessionals – Webcast
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Online
8.0 Credits
Member Price: $315
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff. 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.
K2's Case Studies in Fraud and Technology Controls (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk.A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.
K2's Artificial Intelligence for Accounting and Financial Professionals (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
K2's Accountants Guide to QuickBooks Online – NEW! – Webcast
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Online
8.0 Credits
Member Price: $310
QuickBooks Online's (QBO) market share continues to expand, and the Cloud-based accounting platform now dominates the small business market. Yet, most accounting and financial professionals have not participated in any formal training on the Cloud-based accounting service. Thus, they are unaware of many of the tool's available features and do not work with QuickBooks Online as efficiently and effectively as they should.This course teaches you how to set up QBO and convert QuickBooks Desktop files into a QBO instance. You will learn how to process all types of transactions, including accounts payable, accounts receivable, bank feeds, inventory, and payroll. Further, you will learn how to implement appropriate internal controls and how to capitalize on advanced features such as workflow management and management reports. Join us in this session to learn how to set up QBO properly and take full advantage of all it offers while avoiding common errors and mistakes.
K2's An Accountant's Guide To Blockchain and Cryptocurrency (4 hours - morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Blockchain technology offers the promise of digital truth. When appropriately implemented, it provides a transparent, permanent, immutable, and high-speed record-keeping system. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing, with millions of new users every year. Organizations adopt this technology daily to help improve their existing operations through its ledger capabilities or by executing smart contracts. Cryptocurrency is one example of blockchain technology, and its growth and value have exploded to over $2 trillion in the last few years. This growth has helped fuel the adoption of Wall Street traders and traditional investors. While more popular than ever, few business professionals understand these technologies and their capabilities, risks, and potential impacts on business operations and processes, such as contract execution, recording and maintaining real estate ownership records, and supply chains. Unfortunately, this incredible technology is a mystery for most accounting professionals. This course will provide an in-depth look at this technology, including a detailed overview of the underlying technology, the benefits, the risks, the major players, and many practical applications. By participating in this session, you will gain a deeper understanding of the inner workings of this technology and recommendations for getting started.
K2's Artificial Intelligence for Accounting and Financial Professionals (4 hours - late morning) – Webcast
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Online
4.0 Credits
Member Price: $195
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
Summer Leadership Series: Leading / Succeeding in a Hybrid Environment (1 hour - afternoon) [NT] - Webcast
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Online
1.0 Credits
OSCPA Summer Leadership Series – Part 3Unlock your leadership potential with the Summer Leadership Series. Designed to enhance your skills and empower you within your organization, community, and the CPA profession. Best of all, it's free for OSCPA members. Take the next step in your leadership journey today! With many companies adopting a permanently hybrid work model, the way we work and lead are changing. Join us to learn some tips and tricks on being effective team members and leaders in virtual and hybrid environments.Register for individual webcasts or the bundle. Part 1- June 24, 2024: Professional Issues Update (1 hour - morning) .5 Tech & .5 [NT] - NEW! - Webcast Part 2 - July 24, 2024: How To Honor and Celebrate Your Team's Introverts (1 hour - afternoon) [NT] - NEW! - Webcast Developed by OSCPA Leadership Development Strategic Committee.
AI and Data Analytics for Auditing – The Big Picture (2 hours - morning) – 1 Tech & 1 [NT] – Webcast
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Online
2.0 Credits
Member Price: $69
This course is designed for firm partners and managers to explore ways to incorporate data analytics and related technologies in their audit practices. Participants explore how small and mid-size firms are using these tools to improve engagement efficiency and quality while providing opportunities for value-added services to clients.All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.
Advanced Management and Leadership Essentials (2 hours - late morning) [NT] – Webcast
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Online
2.0 Credits
Member Price: $69
This 2-hour mini course is from our Level V course, which highlights leadership skills and situations that are common for managers and senior managers in CPA firms. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees.Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings.Helping the Firm Grow - the three levels of helping the firm grow and how to involve the entire team in expanding services to existing clients and generating referrals to new clients.All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program) breakout rooms to ensure small group engagement and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course material.
Accounting Data Analytics (2 hours - late morning) – Webcast
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Online
2.0 Credits
Member Price: $69
This 2-hour mini course introduces how data analytics can be used to improve engagement quality and efficiency. Participants explore the use of data analytics to assess risk, support financial statement assertions, assess internal controls and uncover fraud. Apply the ADA IDEASc approach to using data analytics on engagements to ensure compliance with audit and review standards and to provide value-added services to clients.All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.
AHI Semi-Senior Staff Training – Level II (4 days) – Webcast
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Online
24.0 Credits
Member Price: $699
Advance your skills to propel your career. This course is the second in a five-course series, provides the guidance needed to handle small engagements and to complete small audits, reviews and compilations with minimal supervision. Gain knowledge to improve your skills to perform more complex analytical procedures, as well as drafting financial statements and footnotes. All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.
AI and Data Analytics for Auditing – The Big Picture (2 hours - morning) – 1 Tech & 1 [NT] – Webcast
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Online
2.0 Credits
Member Price: $69
This course is designed for firm partners and managers to explore ways to incorporate data analytics and related technologies in their audit practices. Participants explore how small and mid-size firms are using these tools to improve engagement efficiency and quality while providing opportunities for value-added services to clients.All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.
Advanced Management and Leadership Essentials (2 hours - late morning) [NT] – Webcast
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Online
2.0 Credits
Member Price: $69
This 2-hour mini course is from our Level V course, which highlights leadership skills and situations that are common for managers and senior managers in CPA firms. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees.Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings.Helping the Firm Grow - the three levels of helping the firm grow and how to involve the entire team in expanding services to existing clients and generating referrals to new clients.All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program) breakout rooms to ensure small group engagement and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course material.
Accounting Data Analytics (2 hours - late morning) – Webcast
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Online
2.0 Credits
Member Price: $69
This 2-hour mini course introduces how data analytics can be used to improve engagement quality and efficiency. Participants explore the use of data analytics to assess risk, support financial statement assertions, assess internal controls and uncover fraud. Apply the ADA IDEASc approach to using data analytics on engagements to ensure compliance with audit and review standards and to provide value-added services to clients.All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.
AHI Management and Leadership Essentials – Level IV [NT] – Webcast
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Online
8.0 Credits
Member Price: $310
Develop your soft skills in training courses that benefit both the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others, and increase the organization's bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries.All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials..