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.
IRS Revenue Officers, Field Collection, and Best Practices (1 hour)
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Online
1.0 Credits
Member Price: $55
You've probably been there. You have a client in your office with excess baggage. That's right, they're in field collection with a Revenue Officer. Now what are you going to do? How are you going to get where you want to be? This program will provide an overview of field collection, how to effectively work with Revenue Officers, general case processing, and important IRM deadlines. This will include taking a deep dive into the "RO Mindset" along with structuring your casework to flow with IRS case processing actions so you can get to the outcome you want. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Business Tax Update: Recent Developments (2 hours)
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Online
2.0 Credits
Member Price: $89
A discussion of the latest 2021/222 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Money: Strategic Ways to Improve Cash Flow (4 hours)
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Online
4.0 Credits
Member Price: $149
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Walter Haig's Personal Financial Health Checkup
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Online
8.0 Credits
Member Price: $239
This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
AICPA Audit Quality Update and Quality Management Standards (2 hours)
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Online
2.0 Credits
Member Price: $89
This session will identify the progress of the AICPA Enhancing Audit Quality Initiative and evaluate whether audit quality is improving. Analyze the trends that are contributing to audit quality and recall the major issues identified and the related resources issued by the AICPA to improve practice quality. This session will also analyze the AICPA's new Statements on Quality Management Standards (SQMS). It will identify the related implementation challenges and timing and evaluate the potential impact on peer review. Learn about AICPA resources for SQMS implementation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Appreciation Intelligence: The New AI (1 hour) (NT)
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Online
1.0 Credits
Member Price: $39
Appreciation affects your bottom line and your workplace culture. Don't think so? Think again! Your customers, clients, and co-workers want and need to know they are appreciated. How do you show them appreciation? You show them in their preferred appreciation style. You have a bias for how you like to receive appreciation, and so do the people with whom you work. In this program, we will build on the research of Gary Chapman and Paul White on appreciation languages - words, time, service, and gifts. Appreciation is a skill and practice that promises to influence your work life positively. You will experience strategies you can employ in your day-to-day lives to improve your team culture and manage work relationships.