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CPE Catalog & Events

Showing 168 OSCPA Events Results

Understanding the Form 990 and its Preparation Prerequisites

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Online

2.00 Credits

Member Price: $99

Overview of the Form 990's design and goals behind the Core Form's and Schedules               Address of the key factors that make a third-party organization a "related organization"  Exploration of the key definitions comprising Part VII-A's managers (i.e., "TDOKEs"):  Trustee/Director (TD)/Officer (O)/Key Employee (KE) and "High 5s", two of which categories are based upon the definition (and magnitude) of "reportable compensation" Understanding the definitions of "family member”, "business relationship", "independence" and "35% controlled entity" which are central to both Core Form Part VI and Schedule L                    Sequencing of the form's preparation tasks and appreciating who will likely be the providers of relevant caches of data   Need for 990-filers to engage a filer's Board of Directors in understanding what the completed Form 990 conveys to the public and regulators    

Not Just Your Everyday FASB Update

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Online

4.00 Credits

Member Price: $175

Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today's audit, review, and compilation engagements

K2's Business Intelligence, Featuring Microsoft's Power BI Tools

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Online

8.00 Credits

Member Price: $320

The importance of Business Intelligence in today's business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards

Annual Update for CFOs, Controllers, and Finance Managers:Driving Business Value

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Online

4.00 Credits

Member Price: $175

Economic trends and their effect on business Ways to drive operational efficiency Leveraging technology in finance Cash management and working capital Effective talent management Sustainability and corporate responsibility

Corporate Finance Forum - VIRTUAL

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Online

8.00 Credits

Member Price: $370

401(k) Planning Corporate Insurance Legal Issues in Corporate -Finance Payroll Political & Economic -Landscape Real-World Ethics Cases  

K2's Technology Conference - VIRTUAL

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Online

16.00 Credits

Member Price: $370

K2's Excel PivotTables for Accountants

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Online

8.00 Credits

Member Price: $320

PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot Analytical techniques available in PivotTables

Get Ready for the Fast Future and Future Trends Workshop

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Online

4.00 Credits

Member Price: $175

Future trends and insights Strategic Thinking Accelerating growth by identifying high leverage opportunities Innovation and creativity Problem solving

K2's Excel Best Practices

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Online

8.00 Credits

Member Price: $320

Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel

Controller/CFO Update: Hot Topics Facing Today's Financial Professional (TCF4)

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Online

4.00 Credits

Member Price: $175

Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organizations

Build Better Budgets: Fundamental Techniques

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Online

2.00 Credits

Member Price: $100

Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting

Ethical Intelligence for Artificial Intelligence

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Online

2.00 Credits

Member Price: $100

Benefits and pitfalls of artificial intelligence in the accounting profession Selecting and utilizing artificial intelligence resources Applying professional skepticism to results Maintaining independence while utilizing artificial intelligence Upholding client confidentiality Data security and retention Citation of sources and related reporting considerations Application of the AICPA Code of Professional Conduct Ethical considerations when crafting policies and establishing best practices

Mid-Year Tax Strategies: Planning for Businesses

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Online

4.00 Credits

Member Price: $175

Legislative changes affecting business tax planning Depreciation, start-up expenses, and profit motive issues Employee classification, compensation, and benefits Business use of home, vehicle, and meals/entertainment deductions Cryptocurrency and marijuana-related tax concerns Section 199A and penalties related to business operations

OSCPA's Annual Members Meeting

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Oklahoma City

7.00 Credits

Member Price: $450

K2's Next Generation Excel Reporting

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Online

8.00 Credits

Member Price: $320

Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports

Mid-Year Tax Strategies: Planning for Individuals

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Online

4.00 Credits

Member Price: $175

Legislative changes affecting individual tax planning Income, deduction, and credit planning strategies Form 1040 issues: divorce, death of a taxpayer, and status updates Compensation, fringe benefits, and Social Security updates Foreign reporting, resident alien, and cryptocurrency tax matters Capital gains, Kiddie Tax, and related deductions

K2's Better Productivity Through Artificial Intelligence And Automation Tools

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Online

4.00 Credits

Member Price: $175

Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier

K2's Ethics And Technology

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Online

4.00 Credits

Member Price: $175

Understanding the differences between ethics, morals, and laws Key technology issues that can impact ethical behavior in businesses Examples of potential ethical conflicts precipitated by modern technologies

K2's QuickBooks For Accountants

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Online

8.00 Credits

Member Price: $320

New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies

Attracting and Retaining Great People in Today's Ever-Changing Workplace

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Online

4.00 Credits

Member Price: $175

Writing ad copy descriptions to attract stronger candidates Interviewing and hiring skills Improving employee retention and satisfaction Effectively managing remote employees and hybrid teams Leadership and management skills and attitudes needed to stay competitive Shifting teams into remote, hybrid, or condensed work week schedules