OSCPA's CPE Blowout - Virtual

This course explores the ethical considerations and data analytics aspects of AI in accounting. Participants will examine the principles of AI data ethics, regulatory requirements, and strategies for ethical AI use, while also developing skills in leveraging AI tools for enhanced data analytics.

Learning Objectives:

This course explores the ethical considerations and data analytics aspects of AI in accounting.

Participants will examine the principles of AI data ethics, regulatory requirements, and strategies for ethical AI use, while also developing skills in leveraging AI tools for enhanced data analytics.

Credits: 2 - Regulatory Ethics

Credits: 2 - Information Technology

This session is available to registrants only.

Session Pricing:

Member Price

$195.00

Non-Member Price

$245.00

This session is available to registrants only.

This session is available to registrants only.

Recent economic, societal, and political changes have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier.

Learning Objectives:

• Understand the importance of project management in parts of the financial function
• See how project management can help an individual executive better organize the department
• Review different types of project management and see which one or ones might be best for the department and organization    
• Explore some of the project management software suited for the small to medium size enterprise

Credits: 4 - Management Services

This session is available to registrants only.

Session Pricing:

Member Price

$195.00

Non-Member Price

$245.00

In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand, they need the best skills to motivate, manage, and lead people. Being pigeonholed into one area or another is neither good for career building nor good for the organization. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.

Learning Objectives:

• Understand the current issues and latest trends impacting CFOs, controllers, and finance professionals
• Understand how domestic and global economic conditions could impact an organization
• Apply what we have learned from recent economic and political changes to have a positive impact on an organization
• Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course

Credits: 4 - Finance

This session is available to registrants only.

Session Pricing:

Member Price

$195.00

Non-Member Price

$245.00

This session is available to registrants only.

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 - Auditing

Credits: 2 - Information Technology

This session is available to registrants only.

Session Pricing:

Member Price

$195.00

Non-Member Price

$245.00

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

$195.00

Non-Member Price

$245.00

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

$195.00

Non-Member Price

$245.00

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. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFT4.

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

$195.00

Non-Member Price

$245.00

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

$195.00

Non-Member Price

$245.00

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

$195.00

Non-Member Price

$245.00

This session is available to registrants only.

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 - Regulatory Ethics

This session is available to registrants only.

Session Pricing:

Member Price

$195.00

Non-Member Price

$245.00

This session is available to registrants only.