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CPE Catalog & Events

Showing 89 OSCPA Events Results

K2's Excel Conference - VIRTUAL

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Online

8.00 Credits

Member Price: $300

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    

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

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

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

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

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

K2's Data Analytics For Accountants And Auditors

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Online

4.00 Credits

Member Price: $175

Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform Using regression analysis to create and validate forecasts and projections

Understanding the "Most Common" Form 990 Schedules: A, B & O

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Online

2.50 Credits

Member Price: $125

The benefits of a 501(c)(3) organization being classified as a public charity rather than a private foundation (and how Schedule A, Part I "claims" qualification as such)   The public policy precepts and approach preparers need apply in demonstrating filer has met the predominant "public support test" which is demonstrated at Schedule A's Part II  The overarching needs and preparation tasks of Schedule B and related worksheets, including  which donors are to be listed and with what identifying information required (dependent on the filer's 501(c)-subsection); and what information 501(c)(3) filers may omit from the 990's public inspection copy  

K2's Mastering Advanced Excel Functions

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Online

4.00 Credits

Member Price: $175

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel

K2's Technology for CPAs - Don't Get Left Behind

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Online

8.00 Credits

Member Price: $320

Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC

K2's Accountant's Artificial Intelligence Conference - VIRTUAL

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Online

8.00 Credits

Member Price: $300

How to get started with today's leading AI tools Examples of what you can - and can't do - with AI Potential security and privacy issues associated with AI Accountant-centric problems AI can help you solve

K2's Microsoft 365/Office 365 - All the things You Need to Know

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Online

8.00 Credits

Member Price: $320

Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription

K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection

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Online

8.00 Credits

Member Price: $320

Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls

K2's Excel Charting And Visualizations

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Online

4.00 Credits

Member Price: $175

Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations

K2's Best Word, Outlook, And PowerPoint Features

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Online

4.00 Credits

Member Price: $175

Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint