CPE + Events Catalog
Best Practices in Not-for-Profit Accounting and Reporting (4 hours - afternoon) – Webcast
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Online
4.0 Credits
Member Price: $195
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
Common Yellow Book & Single Audit Deficiencies (4 hours - morning) – Webcast Replay
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Online
4.0 Credits
Member Price: $195
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. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
Expense vs. Capitalize: Getting It Right for Taxes – Webcast
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Online
8.0 Credits
Member Price: $315
Learn when an expenditure for tangible property is deductible or capitalized for tax purposes. This course provides details of the rules relating to the treatment of amounts paid to acquire, produce, repair, or improve tangible property. In addition, learn the rules for depreciation recovery under Section 168 of the Internal Revenue Code associated with capitalized tangible property. The capitalization provisions provide objective standards and rules, and numerous examples intended to simplify compliance with the expense and capitalization rules contained in Sections 162 and 263(a) of the Internal Revenue Code, and the Treasury Regulations thereunder.
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas – Webcast
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Online
8.0 Credits
Member Price: $315
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments. 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.
Introduction to Yellow Book: 8-Credit Boot Camp – Webcast Replay
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Online
8.0 Credits
Member Price: $310
This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits.This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher.YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
Metrics Management: Choose and Use Key Performance Indicators – Webcast
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Online
8.0 Credits
Member Price: $310
Financial managers have long struggled to drive results through their financial planning and control processes. This seminar shows how to build a performance management framework, linking the company's high-level strategic objectives to performance metrics at the individual responsibility center level. The results will be an easier to use financial planning process that produces better projections and better control. Learn how to move the dials on every executive's dashboard.
Real Estate Conference – Beaverton
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Beaverton
8.0 Credits
Member Price: $310
Learn about critical issues and current developments in real estate accounting, development, financing, and taxation.CLE-OR: Pending ApprovalThank you to the 2024 Gold Sponsor of the Real Estate Conference Wealth Investment Services, LLC.
Real Estate Conference – Webcast
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Online
8.0 Credits
Member Price: $310
Learn about critical issues and current developments in real estate accounting, development, financing, and taxation.CLE-OR: Pending ApprovalThank you to the 2024 Gold Sponsor of the Real Estate Conference Wealth Investment Services, LLC.
ChatGPT for Tax: A Quick Guide to Successful Tax Research (1 hour - morning) – Webcast
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Online
1.0 Credits
Member Price: $70
ChatGPT has passed the Bar Exam and aced graduate-level tests at the best business school in the U.S. How can it help you? And what shortcomings do you need to know about?
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (2 hours - afternoon) – Webcast
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Online
2.0 Credits
Member Price: $125
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth. Yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who receive stock options are often unaware of their inherent risks. Research has shown that over 75% of employees have never exercised their stock options. Almost half of these individuals (48%), say they held off on selling their options due to fear of making a mistake. This course provides accounting and financial professionals with a broad overview of employee stock options. The program is designed to help participants better understand the fundamentals behind these investments and in turn, better advise their clients.
Audits of State and Local Governments / Governmental Accounting and Financial Reporting Standards – Beaverton
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Beaverton
8.0 Credits
Member Price: $310
Completion of this course will assist practitioners in fulfilling the requirements for admission to the Oregon Municipal Roster, in addition to being a resource for training on governmental accounting and auditing. This program is offered once 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. The course will use the AICPA Audit and Accounting Guide for State and Local Governments as the source material. Participants will be expected to have a copy of the guide to use during the training. While not required, it will be helpful for participants to have reviewed the layout and topics included in the guide. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
Audits of State and Local Governments / Governmental Accounting and Financial Reporting Standards – Webcast
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Online
8.0 Credits
Member Price: $310
Completion of this course will assist practitioners in fulfilling the requirements for admission to the Oregon Municipal Roster, in addition to being a resource for training on governmental accounting and auditing. This program is offered once 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. The course will use the AICPA Audit and Accounting Guide for State and Local Governments as the source material. Participants will be expected to have a copy of the guide to use during the training. While not required, it will be helpful for participants to have reviewed the layout and topics included in the guide. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
How to Create a Governmental Annual Comprehensive Financial Report – Webcast
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Online
8.0 Credits
Member Price: $310
Completion of this course will assist practitioners in fulfilling the requirements for admission to the Oregon Municipal Roster, in addition to being a resource for training on governmental accounting and auditing. This program is offered once 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.
CFO Series: Employees Today and Tomorrow [NT] – NEW! – Webcast
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Online
8.0 Credits
Member Price: $315
CFO Series - Day 4The war for talent is ongoing. We review four topics, concentrating on today’s employment realities, getting the most from your team, how to attract and retain talent, how utilizing the employment life cycle can deliver better performance, and how re-invigorating careers (yours and others) can make our professional role easier and deliver better financials. The cost of ‘mismanagement’ is huge, and we discuss tactics to help you and your colleagues improve. You and your team can do better, and we will discuss how.The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. Register by May 6 and save $25. That's a savings of $100 on the full series! CFO Series - Day 1: May 10, 2024 – CFO Series: Advanced Profit Enhancements – 6 Tech & 2 [NT] – NEW! – WebcastCFO Series - Day 2: June 14, 2024 – CFO Series: Chief Reviewer – NEW! – WebcastCFO Series - Day 3: June 19, 2024 – CFO Series: The Effective CFO – 4 Tech & 4 [NT] – NEW! – WebcastEach topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more! Note: Date changed from initially advertised date of 5/13/24.
Diversity, Inclusion, Equity & Belonging (1 hour) (NT)
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Online
1.0 Credits
Member Price: $39
Many organizations unconsciously fail to exhibit diversity, inclusion and belonging. This session provides an opportunity for leaders to understand diversity language and definitions, build awareness of biases and stereotypes, recognize how our own actions protect our awareness gaps, and find a level of understanding concerning where we are and where we want to be in the future.
Organizational Effectiveness and Communication (1 hour) (NT)
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Online
1.0 Credits
Member Price: $39
When asked the question, "What would you like to improve about your leadership and communication style?" more than 65% of leaders say they want to be more confident and assertive in their communication. Confidence and clarity communicate leadership. If you are responsible for growing a profitable company or a productive team, you want team members who have the ability to reach goals, make sales, finish projects, and serve customers. Being a confident, compelling leader helps to inspire better relationships, promotes trust, and reduces stress in the workplace. Lack of confidence and assertiveness can lead to resentment, depression, low self-esteem, and loss of respect from colleagues and employers. Confident communication cultivates cooperation, goal achievement, and a more respectful work environment. Clear and compelling leaders are better equipped to move projects forward and make things happen while improving cooperation and respect from partners and subordinates.
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (2 hours)
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Online
2.0 Credits
Member Price: $79
In this course, participants will learn about key trends and innovations impacting the field of forensic data analytics. From generative AI to ChatGPT, machine learning and transaction review, data sharing consortiums and cryptocurrency trends, this course is for the futurist who wants to be leading edge in compliance and anti-fraud technology innovation.
Communication Miracles At Work and In Life – Part 1 (4 hours) (NT)
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Online
4.0 Credits
Member Price: $129
Communication is the glue that connects people, but it doesn't come easy for many of us. If you want to quickly and effectively handle problems with co-workers or clients, and you want people to do what you want without a lot of hassle, this seminar is for you. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (8 hours)
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Online
8.0 Credits
Member Price: $225
In this five part master series, class participants will gain a comprehensive view into the world of forensic data analytics (FDA). From understanding practical use cases of FDA in the audit, internal audit, investigations and proactive monitoring to understanding necessary data sources, validation proceudres, success factors and pitfalls to avoid. We will also explore hundreds of leading anti-fraud tests around corruption, conflicts of interest, fake vendor schemes, segregation of duties, revenue recognition and sales abuse, among dozens of other schemes. Participants will develop their own library of anti-fraud tests from various open source locations and apply them in relevant contexts such as the COSO Fraud Risk Management Guide. Finally, participants will also peek into future innovations in FDA and how technologies such as ChatGPT, data visualization, machine learning, AI and cryptocurrencies are all impacting the discipline. We can't promise you'll be a programmer after this course, but you will certainly be armed with the information needed to project manage an FDA project and "direct" the programmers to accomplish your fraud risk / FDA objectives.
The ABCs of Advisory Services (2 hours)
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Online
2.0 Credits
Member Price: $79
Over the next decade, the area of "Advisory Services" has the greatest potential for growth in your practice. Complexities within your clients' financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.