OSCPA's CPE Blowout - Virtual

In this session we will tackle pressing issues at a "need to know" level and then discuss the practical implications. You will come away armed with the "big picture." Preparedness is half the battle, so do not miss this critical briefing.

Learning Objectives:

Understand the impacts of major tax legislation and recent accounting pronouncements on CPAs in industry

Credits: 2 - Accounting

Credits: 2 - Taxes

This session is available to registrants only.

Session Pricing:

Member Price

$190.00

Non-Member Price

$240.00

This session is available to registrants only.

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the "financial hero" of your organization and make a positive impact on the bottom-line.

Learning Objectives:

• Make better financial decisions that have a positive impact on the organization
• Lead the organization into the rapidly changing decade
• Apply what we have learned from recent economic and political changes to have a positive impact on the organization

Credits: 2 - Business Management & Org.

Credits: 2 - Finance

This session is available to registrants only.

Session Pricing:

Member Price

$190.00

Non-Member Price

$240.00

This session is available to registrants only.

This session is available to registrants only.

Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment.  This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.

Learning Objectives:

• Understand how to integrate a budget, strategic plan, and forecast into one system
• See how the integrated plan helps the organization
• Identify how planning causes greater accountability for the company
• Perform various EVA and cash flow analysis in capital planning
• Understand how to make planning more politically acceptable in the organization

Credits: 4 - Management Services

This session is available to registrants only.

Session Pricing:

Member Price

$190.00

Non-Member Price

$240.00

This session is available to registrants only.

The benefits, and related risks, of utilizing new technology have never been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation (RPA), and Audit Data Analytics (ADA) to cloud-based software solutions, our clients' technology landscape is rapidly changing. Accordingly, we, as accounting professionals, need to be on the forefront of these changes, including having a firm understanding of the risks associated with the use of these tools.  In this course, we’ll review these trends, highlight new and emerging products, such as ChatGPT, and focus on cybersecurity risks and best practices that will allow accounting professionals to help our clients navigate these exciting but challenging times. Plus, we’ll review the relevant guidance on audit evidence found in SAS 142, which guides our use of technology on our professional engagements.

Learning Objectives:

• Identify the business drivers of companies today and the need for data-driven decision making
• Identify other current trends in information technology applications for clients and auditors
• Discuss SAS 142 and how it applies to audit methodologies using technology
• Explain how auditors are integrating audit data analytics into the audit process
  

Credits: 2 - Information Technology

Credits: 2 - Auditing

This session is available to registrants only.

Session Pricing:

Member Price

$190.00

Non-Member Price

$240.00

This session is available to registrants only.

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

Learning Objectives:

• Identify who is entitled to retirement benefits and in what amounts
• Summarize the factors one must consider in determining when to take benefits
• Discuss the taxation of Social Security benefits and how this impacts other income tax planning
• Identify and describe the potential effects of retirement and estate planning strategies

Credits: 4 - Taxes

This session is available to registrants only.

Session Pricing:

Member Price

$190.00

Non-Member Price

$240.00

One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.

Learning Objectives:

• Understand the CPA’s role in the beginning of the transaction and throughout the process
• Identify the different tax consequences for various forms of acquired businesses    
• Identify the tax consequences for sellers of various forms of businesses, including the impact of the net investment income tax (NIIT) and the §199A pass-through deduction    
• Appreciate §338 and §338(h)(10) elections and the benefits of installment sales    
• Understand the impact of §§751, 743, 734, and 754 on the purchase or sale of a partnership

Credits: 4 - Taxes

This session is available to registrants only.

Session Pricing:

Member Price

$190.00

Non-Member Price

$240.00

This session is available to registrants only.

This session is available to registrants only.

This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the
corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to
educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually
updated to reflect enacted legislation and comprehensive coverage of the One Big Beautiful Bill Act.

Learning Objectives:

• Understand strategies and tactics to use in light of new legislation
• Understand how to nail down valuable deductions and other reductions to the tax base

Credits: 4 - Taxes

This session is available to registrants only.

Session Pricing:

Member Price

$190.00

Non-Member Price

$240.00

This session is available to registrants only.

If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable  knowledge, strategies, techniques, innovative tax-planning concepts, income generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation and comprehensive coverage of the One Big Beautiful Bill Act.

Learning Objectives:

• Understand the current planning issues for businesses 
• Understand how recent legislation impacts planning for pass-throughs 
• Understand what pass-throughs can do in light of tax law changes

Credits: 4 - Taxes

This session is available to registrants only.

Session Pricing:

Member Price

$190.00

Non-Member Price

$240.00

This course provides a comprehensive review of all of the requirements necessary to properly conduct a compilation engagement under SSARS. The impact of SSARS 21 and the changes to practice will be a focal point. This course is recommended to fulfill four hours of the Oklahoma Accountancy Board's compilation requirement.

Learning Objectives:

• Provide a comprehensive overview of Compilation Standards in AR-C 70
• Understand changes to the compilation engagement as a result of SSARS 21
• Introduce documents and templates that will improve quality and profitability of your compilation practice

Credits: 4 - Compilation

This session is available to registrants only.

Session Pricing:

Member Price

$190.00

Non-Member Price

$240.00

This session is available to registrants only.

Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft’s Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.
This session will teach you practical applications of today’s AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is “must-see CPE,” and you should plan to participate in this class today.

Learning Objectives:

• List potential benefits and risks associated with artificial intelligence and automation
• Identify examples of tasks that you can improve using AI
• List examples of how you can use Power Automate and similar tools to automate tasks
• Specify characteristics of tasks that lend themselves to automated workflows

Credits: 4 - Computer Software & Applications

This session is available to registrants only.

Session Pricing:

Member Price

$190.00

Non-Member Price

$240.00

This course is recommended to fulfill four hours of the Oklahoma Accountancy Board's ethics requirement.

Learning Objectives:

• Introduce the online Code of Professional Conduct
• Provide a comprehensive overview of the ethics rules that apply to members in both public practice and industry, including case studies
• Discuss any proposed changes to the Code of Professional Conduct

Credits: 4 - Behavioral Ethics

This session is available to registrants only.

Session Pricing:

Member Price

$190.00

Non-Member Price

$240.00

This session is available to registrants only.

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.

Learning Objectives:

• Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
• Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
• Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
• Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports

Credits: 4 - Computer Software & Applications

This session is available to registrants only.

Session Pricing:

Member Price

$190.00

Non-Member Price

$240.00