Oregon CPE Courses for CPAs

Essential Things You Need To Know About Oregon CPE

Whether you’ve recently obtained your CPA license in Oregon or have been in the field for many years, pursuing Oregon continuing education is a must to keep your license active. It’ll also help you maintain your professional competence and credibility.

However, Oregon CPA continuing education requirements are somewhat different from many other jurisdictions. Therefore, you should have a clear understanding of these requirements to be able to plan your CPE efficiently.

On this page, you’ll find all the important details related to Oregon CPE requirements. With this as your handbook, you should be able to embark on and continue your study effectively and confidently.

CPE Changes are in effect as of October 1, 2023

• The current minimum number of CPE hours per year is reduced to 20 hours (previously 24) to align with the UAA
• The cap on nano learning hours has been removed
• The Ethics CPE requirement was changed to 4 hours of Ethics CPE vs. 4 hours or Oregon Specific Ethics
• CPE Reciprocity for Oregon licensees whose principal place of business is outside of Oregon

Oregon Board of Accountancy

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Oregon CPE: General Requirements

Here’re the general guidelines you need to keep in mind when meeting Oregon Board of Accountancy CPE requirements.

• Oregon has a biennial CPE reporting period.
• You need to obtain 80 CPE credits (unless prorated) every two-year period. At least 24 credits need to be obtained each year.
• If you have an even-numbered license, your license renewal date will be June 30 of even years.
• If you have an odd-numbered license, your license renewal date will be June 30 of odd years.
• You need to earn at least four credits in Oregon-specific ethics every two-year period. Your sponsor needs to be approved by the Oregon State Board of Accountancy.

Oregon CPA CPE Requirements: Ethics

Here’re the ethics-related details you need to remember when pursuing Oregon CPA CPE.

• If Oregon isn’t your primary place of business, you may fulfill the Oregon CPE ethics requirements by showing that you’ve met the ethics CPE requirements of your current jurisdiction. However, your primary place of business needs to have an ethics program to renew the licenses of its CPAs.
• The Oregon State Board of Accountancy will accept the ethics CPE credits you obtain in your current jurisdiction.
• If your present jurisdiction doesn’t have an ethics requirement, it’ll be mandatory for you to obtain four credits in Oregon-specific ethics.
• If you’re a licensee changing the status of your CPA license to active or inactive, you’ll need to obtain four credits in Oregon-specific ethics.

Oregon CPE Requirements: Active Licensees

If you’re an active licensee, here’re the things you must remember when pursuing Oregon Board of Accountancy CPE. Whether you want to pursue the Oregon Society of CPAs CPE or choose a NASBA-approved sponsor to obtain your Oregon CPE credits, be sure to remember these guidelines.

• You can report a maximum of 16 CPE credits in non-technical fields of study. If you report more than 16 credits, the board won’t accept the additional credits.
• If you become non-compliant with the 24-credit annual requirement because of the deletion, you may need to face a CPE penalty.
• You can carry forward a maximum of 20 CPE credits. However, you may not be able to use these credits to meet your annual 24-credit requirement.
• Note that the board won’t categorize carry forwarded credits as technical or non-technical ones. Instead, they’ll lower the number of credits that you’ll need to report in the next cycle.
• The board will accept the credits that you’ve obtained in the immediate two-year period preceding the date of expiration of your license. However, these will exclude the credits that you’ve utilized for reinstatement.
• If you choose nano-learning to fulfill Oregon CPA CPE requirements, you may earn a maximum of 10% credits of your total requirement.
• If you instruct materials, author articles or books, or serve as a discussion leader, you can obtain a maximum of 50% of your total credits required. You can earn these credits using all these methods combined.
• If you take self-study courses to meet your Oregon CPE requirements, the provider has to be listed on NASBA’s National Registry of CPE Sponsors. Remember that you must include the registry number when reporting your CPE.

Oregon Board of Accountancy CPE Requirements: Inactive Licensees

If you have an inactive license, you’re required to comply with these guidelines.

• You must obtain at least 32 CPE credits (unless prorated) every two-year period.
• The minimum yearly requirement doesn’t apply to inactive licensees.
• Your credits must include four credits in Oregon-specific ethics. The sponsor has to be approved by the board.
• You cannot report more than eight credits in non-technical subjects. The board won’t accept additional credits if you report them. If it leads to a shortage in your total credits, you may need to face a CPE penalty.
• You can carry forward a maximum of eight credits. You may use these credits to fulfill your Oregon CPE requirements in the next reporting period.

All other guidelines remain the same as those applicable to active licensees.

Oregon CPA CPE: Retired Licensees and Municipal Auditors

If you’re a retired licensee, you don’t need to pursue Oregon CPE and report your credits.

If you’re a municipal auditor, you must comply with these guidelines.

• You need to obtain 24 CPE credits in subjects that are directly associated with governmental auditing and governmental environment.
• Among these credits, you cannot obtain more than eight credits in subjects related to generally accepted auditing procedures and standards. The courses you take to meet these Oregon CPE requirements may cover topics like statistical sampling, assessment of internal controls, and current developments in audit methodology.
• You must earn at least 16 credits in some subjects related to audit and financial reporting. These include:
  • Standards and updates of governmental accounting and financial reporting
  • Audits of local and state governmental units
  • Oregon local budget law
  • Standards and updates related to generally accepted governmental auditing
  • Minimum standards of reviews and audits of Oregon municipal corporations
  • Single audit act and associated supplements and circulars related to the office of management and budget
• You can use these 24 credits to fulfill your biennial Oregon CPA CPE requirements.

Oregon Board of Accountancy CPE: Approved Subject Categories

Here’re the technical and non-technical subjects that you need to focus on when pursuing Oregon CPA CPE. However, subjects other than these may be allowed by the board if they help improve your professional competence.

Technical Subjects:

• Auditing and assurance
• Accounting
• Management advisory services
• Specialized knowledge and applications
• Regulatory ethics
• Professional ethics
• Taxation
• Economics
• Business law
• Finance
• Statistics
• Accounting applications and information technology
• Data analytics

Non-Technical Subjects:

• Practice administration
• Practice development
• Public relations
• Interpersonal management skills
• Personal development
• HR/personnel
• Marketing
• Business management & organization
• Communication

Oregon CPE: Choosing the Right Programs

If you prefer to take live CPE courses to fulfill Oregon Board of Accountancy CPE requirements, make sure that your sponsor complies with these guidelines.

• It creates the program’s outline in advance and maintains it.
• It maintains a record of attendance for at least five years.
• It provides you with evidence of completion.
• A qualified instructor conducts the program. The person needs to have enough experience, training, education, or background to do this.
• Except for Oregon-specific courses, you don’t need to register for live CPE courses with the board.
• The board considers live webinars live courses as long as you can communicate with the instructor and get to improve your knowledge through their interaction with fellow attendees.
• If take a self-study course from a sponsor that isn’t listed on NASBA’s National Registry, you won’t receive any CPE credit for that. NASBA provides every qualified sponsor with a six-digit number. This number needs to be mentioned by it on every certificated and completion. You also need to include it in your reinstatement or renewal application.
• Since NASBA doesn’t review non-technical programs, it’s your responsibility to decide on the category of the subject matter based on the ones mentioned above. Even though a sponsor is listed on the National Registry, you need to do this to fulfill your Oregon CPE requirements efficiently.

Methods to Calculate Credits When Fulfilling Oregon CPA CPE Requirements

Here’re the calculation methods that you need to follow when obtaining Oregon CPA CPE credits.

• Partial credits

The board allows half credits. When you take a live course, you can obtain one-half credit by completing 25 minutes of it.

• Instruction

If you serve as a speaker, discussion leader, or instructor to meet your Oregon CPA CPE requirements, your credits will be your time of presentation plus up to two times of preparation time for it.

• College/university credits

If you take credit courses in a college or university, you’ll get 10 credits for completing one quarter hour and 15 credits for finishing one semester hour. If you take non-credit courses, you’ll get one CPE credit for every classroom hour. Note that, these courses have to be in technical subjects.

Documentation of CPE Programs When Meeting Oregon CPE Requirements

You already know that you must provide the board with proof of completion of CPE programs to claim your CPE credits. You also need to keep documents related to the completion of every CPE program for at least five years after finishing them.

Your every proof of completion has to contain these pieces of information.

• Your name as the participant in the program
• Title of the program
• Name of the sponsor
• Name of the instructor (if applicable)
• The number of CPE credits you’ve obtained
• The date of completion of the program
• A statement that your sponsor is listed on the National Registry and you also need to mention the registry number (if applicable)

If you work as a speaker, discussion leader, or lecturer, your proof of completion must have these pieces of information.

• Speaking or lecture engagement
• A copy of the outline or agenda for every presentation
• The name of the organization that sponsored the presentation
• The presentation’s starting date

If you choose the following methods to meet Oregon Board of Accountancy CPE requirements, your evidence of completion needs to contain some relevant pieces of information. These include:

• If you taught university courses, proof of completion needs to include the outline for every class and course syllabus.
• If you took secondary education courses, you must provide the board with an official transcript issued by a regionally-accredited university or college.
• If you participated in peer review programs, your evidence of completion needs to include proof of attendance. For every program you attended, your proof of attendance needs to be issued by the program’s sponsor.
• If you authored and published articles, your evidence of completion needs to have these pieces of information.
  • The title pages of the articles or other pages mentioning the titles
  • The date of publication
  • A description of every article’s content
• If you’re a member of the Joint Committee on Ways and Means, your evidence of completion needs to have the membership roaster that was published within the period of the legislative section. This needs to mention the particular section of the sub-committee that was served by you.

Choosing the Right Sponsor to Meet Oregon Board of Accountancy CPE Requirements

You may have noticed that pursuing Oregon CPE is slightly more complicated than in many other states. The presence of several guidelines makes it a must to join the right sponsor.

Here’re a couple of methods to ensure this.

• Choose a sponsor with a proven track record

It’s always advisable to join a sponsor that has years of experience in the industry. A reputable sponsor will most likely have a robust team of authors and instructors and offer high-quality courses to help CPAs pursue CPE efficiently.

• Choose a sponsor that offers cost-effective courses

Since pursuing Oregon CPA CPE is already an expensive affair, you should search for and join a provider that maintains a balance between quality and affordability. This will help you meet Oregon CPA CPE requirements within your budget.

Pursuing Oregon CPA CPE with CPEThink.com

At CPEThink.com, we’ve been helping CPAs pursue CPE efficiently and affordably since 2004. We also have a broad variety of CPE subscription packages to help you lower your CPE cost. By choosing us as your sponsor for Oregon CPE, you’ll also be covered by our 100-day, 100% refund policy.

Contact us today to get more information about how we can help you fulfill Oregon CPA CPE requirements conveniently.

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