CPE + Events Catalog

Artificial Intelligence has jumped to the forefront of technology, and perhaps no other technology receives as much attention as AI. Yet, most accounting and financial professionals struggle to take full advantage of the productivity gains that AI can provide. Change that paradigm by participating in K2's Artificial Intelligence Conference!

The planning process to become a fractional CFO is complex and essential, with many considerations. First, should you become a fractional CFO? Do you want to work with an established entity or hang out your own shingle? What are the pros and cons of the alternatives? What are the steps to take? Making sound decisions is not easy. Can you provide the skills and services that smaller organizations need? Many who attempt to become a fractional CFO fail. Learn from their mistakes! This stand-alone-event is part of our 2025 CAS (Client Accounting Services) three-part series. Today, more and more business clients are seeking greater strategic insight and a higher level of value from their accounting professional. These courses will help you explore this new this opportunity and be better prepared to meet client demands. The three 2-credit events in this series are: Advancing Your Role as a Business Leader - October 31 Preparing for a New Role as a Fractional CFO - What to Do - November 7 Ready to be an Effective CFO? Skills to Succeed - November 14OSCPA has partnered with the Idaho Society of CPAs for this event.

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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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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This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.OSCPA has partnered with the Washington Society of CPAs for this event.

Most organizations have many of the basic controls required to operate in place. However, a notably percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created and show in detail some specific controls that would be beneficial if utilized. Those wishing to strength an internal control system should consider this session strongly.OSCPA has partnered with the Washington Society of CPAs for this event.

Are you looking to stay at the forefront of the ever-evolving tax landscape? Look no further than the OSCPA Northwest Federal Tax ConferenceT! Join us for an unparalleled opportunity to enhance your expertise, connect with industry leaders and gain valuable insights into the latest federal tax regulations and strategies. Our conference brings together top-notch speakers in an engaging networking setting, all dedicated to empowering you with the knowledge and tools needed to excel in today's complex tax environment. CLE-OR Credit: Pending ApprovalIRS CE: Pending Approval Discounts: First-Time Attendee: Enjoy a $50 discount as our way of welcoming you to the conference. To receive discounts, call OSCPA to register at 503-641-7200 / 800-255-1470, ext. 3, or email profdev@orcpa.org.

Are you looking to stay at the forefront of the ever-evolving tax landscape? Look no further than the OSCPA Northwest Federal Tax ConferenceT! Join us for an unparalleled opportunity to enhance your expertise, connect with industry leaders and gain valuable insights into the latest federal tax regulations and strategies. Our conference brings together top-notch speakers in an engaging networking setting, all dedicated to empowering you with the knowledge and tools needed to excel in today's complex tax environment. CLE-OR Credit: Pending ApprovalIRS-CE: Pending Approval Discounts: First-Time Attendee: Enjoy a $50 discount as our way of welcoming you to the conference. To receive discounts, call OSCPA to register at 503-641-7200 / 800-255-1470, ext. 3, or email profdev@orcpa.org.

This course provides a concise update on key changes in governmental auditing. We'll review the 2024 Yellow Book updates, including the shift from quality control to quality management, key audit matters, and implementation timelines. For Single Audits, we'll cover the 2024 Uniform Guidance updates, the 2025 Compliance Supplement, GAO reports on improper payments and fraud, the Financial Data Transparency Act (FDTA), and recent Department of Education guidance on related parties. Stay informed on critical standards and updates to ensure compliance and audit quality. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.

With all the buzz about the additional responsibilities of CFOs today, what are the essential skillsets for success? How do you excel when you are spread so thin? Becoming the multi-skilled CFO companies are looking for requires you to balance traditional responsibilities with new demands. How do you utilize your key relationships and your team to fill the gaps and make sure nothing slips through? To be effective requires a shift in the way financial leaders think and approach their day - rather than a never-ending chase after new skillsets. Thinking differently about how to accomplish the broad spectrum of CFO responsibilities is a key lesson in your essential lifelong learning. We will review many tactics to help you become even more effective. This stand-alone-event is part of our 2025 CAS (Client Accounting Services) three-part series. Today, more and more business clients are seeking greater strategic insight and a higher level of value from their accounting professional. These courses will help you explore this new this opportunity and be better prepared to meet client demands. The three 2-credit events in this series are: Advancing Your Role as a Business Leader - October 31 Preparing for a New Role as a Fractional CFO - What to Do - November 7 Ready to be an Effective CFO? Skills to Succeed - November 14OSCPA has partnered with the Idaho Society of CPAs for this event.

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.OSCPA has partnered with the Washington 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.

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Retirement and financial planning has become a greater part of the CPA career than ever before, and our conference has never been better! From the implications of Tax Law sunsets to the complications of divorce in retirement, trusts and Social Security, this conference has it all! Let our experts help give you the tools and insights to be a leader in retirement and financial planning. CFP: Pending approvalCLE-OR: Pending approval

Retirement and financial planning has become a greater part of the CPA career than ever before, and our conference has never been better! From the implications of Tax Law sunsets to the complications of divorce in retirement, trusts and Social Security, this conference has it all! Let our experts help give you the tools and insights to be a leader in retirement and financial planning. CFP: Pending approvalCLE-OR: Pending approval

In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: The fundamental principles of Mindfulness An 8-minute Mindfulness Practice to be done daily Creative and fun ways to apply Mindfulness to work activities Effective overall strategies to bring creativity, balance, and energy to daily activities. Sunish Mehta, CPA has been a practitioner and instructor of Mindfulness for over 20 years and has worked with several Mindfulness Organizations to date. Having studied with some of the top Mindfulness Teachers in the world including His Holiness The Dalai Lama, Sunish has integrated mindfulness into his learning and consulting work with the focused goal to help conscious professionals bring focus, creativity, and balance to their professional and personal lives. You can learn more at www.mindful-cpa.com.

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Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills and best practices for linking Excel data from other sources and streamlining report generation and printing processes. Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.

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All the ethics you need to know! Award winning and entertaining discussion leader Mark Hugh will review the AICPA Code of Professional Conduct and key Oregon differences; discuss new developments at the national and state level in ethics in the last two years; best practices for CPAs in public accounting and industry; highlight emerging issues; and discuss Oregon administration and enforcement, including examples of recent disciplinary actions.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour 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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In the ever-evolving field of estate planning, addressing complex issues that arise after a client's death is essential. Postmortem estate planning plays a critical role in managing key elements like the decedent's estate tax return, final income tax return, estate income tax return, and heirs' financial planning. This course provides practitioners with the tools and insights necessary to navigate after-death planning issues and efficiently handle the administration of a decedent's estate. Participants will gain a comprehensive understanding of crucial topics such as alternative valuation dates, QTIP elections, basis complexities, and income tax issues. Through this course, professionals will be equipped to provide strategic postmortem planning advice, optimizing benefits for the estate and its beneficiaries.OSCPA has partnered with the Washington Society of CPAs for this event.

This 2-hour mini course highlights leadership skills and situations that are common for managers. 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. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.

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Audit defense can be overwhelming, especially when state and federal authorities request extensive documentation. This session will equip you with practical strategies to navigate audit requests, determine what’s truly necessary, and protect your clients from unnecessary burdens. Learn from industry specialists how to respond effectively, minimize risk, and ensure compliance while maintaining efficiency. Don't let excessive document demands derail your audit defense—master the process with confidence!