CPE + Events Catalog

Participants will learn the latest on governmental accounting and auditing with this fast-paced interactive course that analyzes the GASB requirements for governments and provides an understanding of OMB and Yellow Book requirements. Additionally, they'll gain valuable information about important updates to auditing standards and best practices, including recent GASB updates, the latest SAS requirements, changes to requirements for auditing federal funds, and ethics updates affecting government and not-for-profit entities. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity. OSCPA has partnered with the Idaho Society of CPAs for this event.

Learn about a variety of current issues that are impacting the forest products industry. We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available. A special thank you to the members of the Forest Products Project Committee for developing the 2026 conference.

Learn about a variety of current issues that are impacting the forest products industry. A special thank you to the members of the Forest Products Project Committee for developing the 2026 conference.

Based on *Government Auditing Standards*, 2024 Revision, this course is essential for auditors performing Yellow Book audits. It provides detailed information about conducting engagements in accordance with the Yellow Book and requirements related to independence. This course will increase participants' knowledge of the requirements and application guidance related to ethics, standards for financial audits, attestation engagements, and performance audits. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity. OSCPA has partnered with the Idaho Society of CPAs for this event.

As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. Today's best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this "must-see" CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel fully.

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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Are you ready to take your Power BI skills to the next level? Join us for an exciting session where you'll discover how to transform your basic reports and dashboards into powerful, advanced reporting tools. Learn to harness the full potential of Power BI by incorporating Data Analysis Expressions, Key Performance Indicators, and other tools. With these tools and techniques, you'll move beyond the basics and truly leverage the power of Power BI to create impactful, data-driven insights. Don't miss out on this opportunity to elevate your reporting game!

This course equips accounting and finance professionals with practical methods to strengthen spreadsheet accuracy in environments where reliability directly affects reporting, analysis, and decision support. The content emphasizes modern Microsoft 365 capabilities, including dynamic arrays, data types, structured references, version history, and collaborative features that reduce formula risk and manual intervention. Participants see how sound workbook design, thoughtful data organization, and targeted validation rules reduce the likelihood of downstream errors and create spreadsheets that stand up to real?world pressures. The session also highlights common failure points found in finance teams— such as fragile formulas, inconsistent structures, and user?driven overrides—and demonstrates how to avoid them through protective controls, guided templates, and streamlined calculation flows. By combining updated Excel tools with practical design principles, participants leave with techniques that improve accuracy, enhance efficiency, and support higher?confidence financial outputs across their organizations.

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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This course provides a clear, practical comparison of Google Workspace and Microsoft 365, giving financial professionals the insight required to determine which platform best fits their organization's operational needs. Building on the foundational distinctions outlined in the source material, such as collaboration features, file sharing structures, email tools, and real time editing capabilities, the course now incorporates the latest advances in AI powered productivity tools, including Microsoft Copilot and Google Gemini. Participants examine how these enhancements influence daily workflow, team communication, document creation, and small business scalability. By the end of the program, attendees will be equipped to make a confident, well supported technology decision. The course emphasizes practical evaluation, including pricing considerations, usability, cloud storage behavior, security fundamentals, and the strengths and limitations of each suite for small and mid sized organizations. The focus remains on real world business requirements—helping teams choose the platform that delivers the best blend of productivity, collaboration, and long term value.

Presently, over seven million businesses use QuickBooks Online. However, these businesses often struggle to get the reports they need. In some cases, they are limited because of their chosen subscription. However, necessary reports are available in other cases, yet users do not know how to access them. Join us in this session to learn about better reporting options in QuickBooks Online. In this session, you will learn how to create and customize your reports in QuickBooks Online. You will learn about Standard, Custom, and Management reports. You will also learn about the new Spreadsheet Sync tool that allows you to create customized reports, including multi-company reports in Excel. If you use QuickBooks Online and want to improve reporting, this session is for you!

Excel is ubiquitous in the accounting and financial professionals' workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.

Unlock the secrets of effective state and local tax strategies with our comprehensive SALT Mastery Series! Elevate your expertise, stay ahead of legislative changes, and gain practical insights tailored for tax professionals. Join us for an in-depth exploration of advanced techniques, guided by industry-leading experts. Don't miss this opportunity to master the complexities of SALT and transform your tax practices. Sign up today and take the first step towards becoming a SALT expert! This session's topic will be provided soon!

Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a "laptop-friendly" environment, and participants will have access to all the demonstration files. In sum, this seminar is a "must" for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.

The landscape of small business accounting constantly changes, and K2's Small Business Accounting is your essential guide to navigating these changes. This course focuses on the most effective accounting solutions and supplementary tools for today's small businesses. We explore robust, user-friendly software options, from industry staples like QuickBooks Online and Xero to emerging Cloud-based platforms and add-ons. The course helps you understand how these tools can streamline financial management for businesses with annual revenues up to $15 million. You will gain insights into the latest advancements, integration capabilities, and how to maximize efficiency and accuracy in small businesses.

There's no shortage of reports about rapid, pervasive changes in the accounting profession. Talent shortages, changing client needs and expectations, and other emerging challenges are disrupting traditional services and the core of many CPA firms. At the same time, along with these challenges come exciting new opportunities. Break away for a day to work on your firm, not just in your firm, as you set your practice up to thrive, not just survive, in today's rapidly changing marketplace. Join us for two information-packed days focused on skills and knowledge that will help you and your firm become more effective dealing with several major trends impacting the accounting profession. OSCPA has partnered with the Idaho Society of CPAs for this event.

The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Organizations can now effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world.This course is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We'll look at solutions to simplify and streamline communications, business process management, going paperless, and more. We'll also cover the benefits and risks of implementing a virtual workplace and discuss innovative technologies you can use to revolutionize your organization.

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.

Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data. For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may sometimes be impossible. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor small organizations' internal controls, security, and anti-fraud measures.

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In today's digital age, databases have become the backbone of every business technology, application, platform, and service. Every system relies on databases to store and organize information, from financial records in Quickbooks and Xero to sales efforts in Salesforce and Hubspot. Popular reporting tools like Power BI and Excel utilize databases to create beautiful, insightful dashboards. Despite the widespread use and importance of databases, many financial professionals lack a basic understanding of how they operate. Traditionally, working with databases has been delegated to an organization's IT department, leaving the accounting team out of scope. However, in today's technology-driven environment, accountants need to have a basic understanding of how databases work and the ability to query data independently. Our database basics course focuses on the knowledge most helpful for financial professionals. Through hands-on learning, participants will develop the skills to query data from a database or cloud provider and use it to create insightful reports in Excel or Power BI. By the end of the course, participants will feel empowered to design their dashboards and work more effectively with cloud data. With our database basics course, gain the knowledge you need to succeed in today's digital age and enhance your value as a financial professional.

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