Advance is a bi-yearly, comprehensive program that's free for members! 

Join us as we touch on topics within each learning competency and provide a high-level overview of what's ahead in the coming months. This 3-hour presentation is led by OSCPA President and CEO, Scott Wiley, CAE, and features short video interviews with experts in important sectors of the profession. There is also a LIVE Q&A with Scott at the end of the program.

Don't miss out on this fresh content and three hours of complimentary CPE!

Disclaimer: Per CPE rules you can only claim credit once per reporting period for the same course. We ask you to only enroll in one Advance session per event (i.e. Spring Advance and Fall Advance).

Advance is a bi-yearly, comprehensive program that's free for members! 

Join us as we touch on topics within each learning competency and provide a high-level overview of what's ahead in the coming months. This 3-hour presentation is led by OSCPA President and CEO, Scott Wiley, CAE, and features short video interviews with experts in important sectors of the profession. There is also a LIVE Q&A with Scott at the end of the program.

Don't miss out on this fresh content and three hours of complimentary CPE!

Disclaimer: Per CPE rules you can only claim credit once per reporting period for the same course. We ask you to only enroll in one Advance session per event (i.e. Spring Advance and Fall Advance).

Advance is a bi-yearly, comprehensive program that's free for members! 

Join us as we touch on topics within each learning competency and provide a high-level overview of what's ahead in the coming months. This 3-hour presentation is led by OSCPA President and CEO, Scott Wiley, CAE, and features short video interviews with experts in important sectors of the profession. There is also a LIVE Q&A with Scott at the end of the program.

Don't miss out on this fresh content and three hours of complimentary CPE!

Disclaimer: Per CPE rules you can only claim credit once per reporting period for the same course. We ask you to only enroll in one Advance session per event (i.e. Spring Advance and Fall Advance).

Perform EBP audits confidently and effectively

Auditors require proper skills to perform EBP engagements effectively. Tap into ways to plan and conduct audits and comply with professional standards while maximizing efficiency.

Learn the complete audit process - from engagement acceptance to reporting in this all-new webcast. Employee benefit plan (EBP) audit engagements are continually scrutinized by regulators and peer reviewers due to the history of noncompliance with applicable professional standards. Join us to review additional considerations when auditing the various types of EBPs to avoid common compliance issues.

Learning Objectives:
· Recognize accounting and auditing requirements for a compliant audit of EBPs.
· Identify appropriate audit procedures to plan, perform, and report on EBP financial statements.
· Recognize new auditing, accounting, and regulatory developments impacting EBP audits.

Who will benefit:
· Auditors of employee benefit plans
· Practitioners considering the addition of EBP audits as a service offering
· Accountants in business and industry responsible for company benefits

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING CENTER. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Unlock the future of accounting excellence! Join us on May 15, 2024, from 10:00 am to noon EST, for an exhilarating virtual journey into the heart of AI-powered financial strategies.

Why Attend?

Stay Ahead: The digital revolution is sweeping through the CPA profession. Don’t just keep up—lead the charge! Discover how AI is reshaping the landscape and gain a competitive edge.

Comprehensive Insights: Our expert panel will delve into the latest AI technologies, demystifying their impact on financial processes. From predictive analytics to risk management, we’ve got you covered.

Strategic Vision: Understand how AI aligns with your long-term goals. Learn to harness its power for smarter decision-making, enhanced client services, and streamlined operations.

What’s in Store?

Emerging Technologies: Dive deep into the world of AI, exploring its applications in auditing, tax planning, and financial reporting.

Ethical Considerations: Responsible AI adoption is our mantra. Learn how to navigate the ethical tightrope and ensure compliance.

Case Studies: Real-world success stories! Witness how AI-driven solutions transformed mundane tasks into strategic triumphs.

Interactive Q&A: Engage with our seasoned experts. Ask the burning questions that keep you up at night.

Who Should Attend?

CPAs: Whether you’re a seasoned pro or just starting out, this guide is tailored to elevate your AI game.

Finance Professionals: CFOs, controllers, and financial analysts—this is your gateway to innovation.

Tax Wizards: Unleash AI’s magic in tax planning and compliance.

Remember, the future belongs to those who embrace change. Be the AI trailblazer your profession needs! 

Planning makes perfect

Learn to navigate the new auditing standards and revised auditor and client responsibilities in this all-new webcast. Join us to brush up on your 401(k) audit and reporting best practices to remain ERISA compliant.

After diving deeper in this webcast, you will be better equipped to:
- Understand client needs
- Determine materiality
- Perform risk assessment procedures
- Identify key differences between standard and modified audit reports

Learning Objectives:
· Identify important pre-engagement and planning considerations, including risk assessment.
· Distinguish between standard and modified reports.
· Recognize changes required due to new SAS implementation.
· Identify audit procedures commonly required in a 401(k) audit.

Who will benefit:
· Auditors of employee benefit plans
· Practitioners adding employee benefit plan audits to their service offerings
· Accountants in business and industry responsible for company benefits

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING CENTER. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a detailed review of SAS No. 145 and brings you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help apply the guidance in practice and discusses other important practice matters to be aware of, including an update on peer review and audit quality.

Learning Objectives

• Recall and apply recently issued and proposed FASB and AICPA pronouncements

• Recall and apply guidance from ASC Topic 842, Leases

• Understand SAS Nos. 142 and 145

• Identify other important A&A practice matters to be aware of

• Utilize hands-on examples and illustrations to demonstrate an overall understanding and application of the material

Major Topics

• Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB’s Technical Agenda

• Leases – Topic 842

• Review of SAS No. 142 – Audit Evidence

• Recently issued SASs and other AICPA activity

• Detailed review of SAS No. 145

• Other important A&A practice matters

Designed For

Accounting and attestation practitioners at all levels desiring to remain up to date on recent pronouncements and other standard setters’ activities

This virtual seminar is being offered through our partnership with Midwest State CPA Societies. You will launch from your MyOSCPA learning center day of and be prompted to enter in name and state society at time of entering.

"Never have the benefits, and related risks, of utilizing new technology 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, 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 newly issued 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 the new audit methodologies using technology

• Explain how auditors are integrating audit data analytics into the audit process

Major Topics

• Data-driven decision making processes

• Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications

• Common IT security risks and controls

• Requirements of SAS 142

• Use of analytical procedures on professional engagements

Designed For

CPAs in public practice with accounting, financial reporting, or attest responsibilities

This virtual seminar is being offered through our partnership with Midwest State CPA Societies. You will launch from your MyOSCPA learning center day of and be prompted to enter in name and state society at time of entering.

Accounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far, technology has not been able to replace the knowledge, experience, and decision-making of seasoned professionals. Times are rapidly changing. Today, systems easily exceed humans in accuracy and consistency. Artificial intelligence (AI) brings opportunities for accountants and finance professionals in the short term to improve efficiency and accuracy, while providing more value for businesses and customers alike. In the long term, AI will offer profound changes to how professionals work and process data. This course is designed to review where we are and where we are headed in the world of AI. 

Learning Objectives

• Be familiar with the fundamentals of artificial intelligence 

• Recognize the different types of artificial intelligence in use today 

• Understand how artificial intelligence will change the accounting and finance professions 

• Be able to explain data security and privacy best practices 

Major Topics

• What is artificial intelligence? 

• What are the different forms of artificial intelligence? 

• The difference between artificial intelligence and machine learning 

• The types of problems artificial intelligence can solve 

• The role of algorithms 

• How artificial intelligence will affect accounting and finance careers 

• Data governance, security, and privacy 

• How accounting firms are using AI today 

• The role of artificial intelligence in asset management 

Designed For

Accounting and finance professionals seeking to understand the role of artificial intelligence today and in the future 

This virtual seminar is being offered through our partnership with Midwest State CPA Societies. You will launch from your MyOSCPA learning center day of and be prompted to enter in name and state society at time of entering.

Effective January 1, 2024, an estimated 32.6 million entities will be required to report information about their beneficial owners to FinCEN as part of the Corporate Transparency Act (CTA). In an effort to combat money laundering and other illegal activities, the law provides harsh penalties for the failure to report the required information. This reporting specifically targets small businesses and holding entities, creating opportunities for accountants, tax practitioners, and other business advisors to expand their service offerings. The reports require the listing of all “beneficial owners,” and they are imprecisely defined, possibly requiring an exercise of judgement. Therefore, proper education of professionals and business owners is paramount for accurate reporting. The course includes an overview of the CTA and a detailed discussion of what information needs to be reported to FinCEN. 

Learning Objectives

• Understand the goals of the beneficial ownership reporting 

• Identify what entities need to file the reports and what information needs to be provided 

Major Topics

• The Corporate Transparency Act and its goals 

• Which entities need to file reports and which entities are exempt? 

• Deep dive into the definitions of beneficial owner and substantial control 

• Information that needs to be reported 

• Logistics on how and when to file the forms 

Designed For

Accounting and finance professionals who service clients affected by the new CTA, and accounting and finance professionals whose own entity may be affected as well 

This virtual seminar is being offered through our partnership with Midwest State CPA Societies. You will launch from your MyOSCPA learning center day of and be prompted to enter in name and state society at time of entering.