Oregon Society of CPAs

What Oregon Society of CPAs does

Oregon Society of CPAs (OSCPA) is a 501(c)(6) nonprofit professional membership association founded in 1908 and headquartered at 10206 SW Laurel St, Beaverton, Oregon. It serves licensed certified public accountants in Oregon across public practice, industry, government, and education, providing continuing professional education (CPE), advocacy, networking, and member benefits. Beyond its Oregon membership base, OSCPA also administers the AICPA Peer Review Program in Oregon, Hawaii, Guam, and the Northern Mariana Islands, and operates the OSCPA Educational Foundation, which funds scholarships for accounting students at Oregon colleges and universities.

OSCPA's core products include the OSCPA Bridge™ online professional community (a proprietary platform powered by Sengii with discussion forums, group resources, private messaging, and a searchable member directory reaching 4,021+ active members in the Open Forum), the CPE Catalog and Events program (webcasts, conferences, on-demand courses, ethics CPE, customized team training, and a new AI Learning Program), the Find-a-CPA™ public directory, the Career Center job board (powered by Naylor Association Solutions), the Group Health Trust insurance program (medical, dental, vision, and long-term disability via Providence Health Plans, Delta Dental of Oregon, and The Hartford), Peer Review administration, the Accounting Connect quarterly magazine, the Knowledge Hub, and OSCPA Center meeting-space rental.

The revenue model is diversified across seven streams: annual membership dues (renewing each April 1), CPE and event registrations, advertising and sponsorships, career-center job-posting fees, meeting-space rental ($250-$425/day), group health trust administration, and affinity partner referral revenue from a broad network of partnerships (Paychex, CAMICO, AICPA Insurance, Wolters Kluwer CCH, Becker, Gleim, Surgent, Universal CPA Review, UWorld, CPACharge, MemberDeals, and others). The society's go-to-market is community-led and direct-to-consumer, relying on its 117-year brand, the Bridge online community, strategic committees and chapters, professional development events, and negotiated partner discounts to acquire and retain members throughout their careers.

Name

Oregon Society of CPAs

Legal name

Oregon Society of Certified Public Accountants

Website

https://orcpa.org

Company type

Private

Founded year

1908

Operating status

Operating

Headcount range

11–50 employees

Short description

Oregon Society of CPAs (OSCPA) is a 501(c)(6) nonprofit professional membership association serving licensed CPAs in Oregon through continuing professional education, advocacy, networking, and member benefits, while also administering the AICPA Peer Review Program in Oregon, Hawaii, Guam, and the Northern Mariana Islands.

Ownership category

akta.pro rank

Headquarters

HQ city

Beaverton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Membership Dues: Annual membership dues for CPAs, with prorated first-year dues. Membership renews each April 1. Firm membership is free for CPA firms with at least one Voting Member.
2. CPE and Events: Revenue from continuing professional education courses, conferences, on-demand CPE, ethics CPE, customized team training, and event registration fees.
3. Advertising and Sponsorship: Digital newsletter and banner ads, digital magazine advertising, conference and event sponsorships, corporate branding through the Educational Foundation.
4. Career Center: Job posting fees for employers, with resume posting free for members.
5. Meeting Space Rental: Revenue from rental of OSCPA Center meeting space in Beaverton, Oregon. Member rates: $250 half-day, $325 full-day. Non-member rates: $350 half-day, $425 full-day.
6. Group Health Trust Programs: Administered medical, dental, vision, and long-term disability insurance programs for affiliate firm members through partnerships with Providence Health Plans, Delta Dental of Oregon, and The Hartford.
7. Affinity Partner Programs: Partnership revenue from member discount programs including insurance providers, CPA exam review courses, payroll services, credit card processing, and professional development providers.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels8 records

Core offering

OSCPA is a voluntary, nonprofit professional membership association for certified public accountants in Oregon that sells annual memberships bundled with continuing professional education (CPE) courses, regulatory advocacy, a private online networking community (Bridge), group insurance programs, a peer review administration service, and member discounts through affinity partners.

Product overview

Oregon Society of CPAs operates as a professional membership association offering a portfolio of member services centered around continuing professional education (CPE), professional networking, and advocacy. The core offerings include OSCPA Bridge™ (online professional community), CPE Catalog & Events (including AI Learning Program), Find-a-CPA™ Directory (public directory), Group Health Trust Program (insurance benefits), Peer Review Program (AICPA administration), Career Center (job board), Accounting Connect Magazine, Knowledge Hub, and meeting space rental. The organization does not operate as a technology product company but provides member-facing services and platforms for Oregon CPAs.

Differentiator

Problem solved

Functional benefit

Brands

• Bridge: OSCPA's online professional community platform for members to ask questions, share expertise, and collaborate with colleagues.

Products and services

• OSCPA Bridge Online Community A private online community platform for OSCPA members offering discussion forums, group resources, email notifications, private messaging, and a searchable member directory to enable peer networking and professional collaboration among Oregon CPAs.
• CPE Catalog and Events Continuing professional education offerings including webcasts, conferences, on-demand courses, ethics CPE, and customized team training for accounting professionals to maintain licensure.
• AI Learning Program Educational program focused on artificial intelligence topics for CPA professionals to advance their technology skills and knowledge.
• Find-a-CPA Directory Online searchable database allowing individuals and businesses to locate CPA firms by location, industry, and client services.
• OSCPA Group Health Trust Program Medical, dental, vision, and long-term disability insurance programs offered through partnerships with Providence Health Plans, Delta Dental of Oregon, and The Hartford for OSCPA Affiliate Firm Members.
• AICPA Peer Review Program Administration Administration of the AICPA Peer Review Program for Oregon, Hawaii, Guam, and Northern Mariana Islands, helping CPA firms improve practice quality through educational and remedial peer review processes.
• OSCPA Center Meeting Space Rental Professional meeting space rental in Beaverton, Oregon with audio-visual equipment, WiFi, and food/beverage services available at value-priced rates for members and non-members.
• Career Center Job board platform for job seekers and employers in the accounting profession, featuring resume posting and job advertising services.

Named customers8 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

19 partnerships are on record, tiered flagship, core and minor.

• PwCflagshipGTM or Marketing PartnerChampion-level corporate donor to OSCPA Educational Foundation. Provides financial support for scholarships to accounting students in Oregon.
• AICPA Insurance ProgramscoreGTM or Marketing PartnerGroup rates on Life and Disability Insurance developed specifically for CPAs available to OSCPA members.
• CAMICOcoreGTM or Marketing PartnerPreferred provider of Professional Liability and Employment Practices Liability Insurance for OSCPA member firms. Nation's largest CPA-directed insurance program with coverage limits up to $15 million.
• 8am CPAChargecoreGTM or Marketing PartnerTrusted payment and billing management for accounting professionals. Offers next-day deposits, Quick Bills, secure storage, automated invoicing. OSCPA members receive 3 months with no monthly fee.
• PaychexflagshipGTM or Marketing PartnerPreferred payroll services for OSCPA. Free integrated payroll processing (up to 50 employees) for member firms upon subscribing. One month free services for referred clients.
• Wolters Kluwer (CCH)coreGTM or Marketing PartnerPreferred pricing on CCH tax and accounting books including U.S. Master Tax Guide, Internal Revenue Code, and State Tax Handbook. 40% savings on Books of the Month.
• Becker Professional EducationcoreGTM or Marketing PartnerCPA exam review courses with savings over $500 for OSCPA members. Includes unlimited access, textbooks, flashcards, Final Review, and 1,900+ additional multiple-choice questions.
• Gleim Exam PrepcoreGTM or Marketing PartnerExclusive 30% discount for OSCPA student and candidate members on CPA, CMA, CIA & EA Review Systems with SmartAdapt technology.
• Surgent CPA ReviewminorGTM or Marketing Partner35% discount on CPA Review with A.S.A.P. Technology adaptive learning platform. Includes ReadySCORE feature and unlimited access until passing.
• Universal CPA ReviewminorGTM or Marketing Partner30% discount on all course packages. Visual learning approach with unique graphics for video lectures, e-books, and practice questions.
• UWorld Accounting CPA ReviewminorGTM or Marketing PartnerDiscounts on 4-part CPA Exam Review packages at $1,999 for OSCPA members. Features unlimited course duration, personalized study planners, and superior answer rationales.
• Providence Health PlanscoreOthersMedical/Rx insurance provider for OSCPA Group Health Trust program serving affiliate firm members.
• Delta Dental of OregoncoreOthersDental insurance provider for OSCPA Group Health Trust program serving affiliate firm members.
• The HartfordminorOthersLong-term disability insurance provider for OSCPA Group Health Trust program.
• The Partners GroupcoreImplementation/ SI/ Consulting PartnerBenefits broker for OSCPA Group Health Trust program. Contact: [email protected], 503-726-5755.
• MemberDealsminorGTM or Marketing PartnerExclusive entertainment and travel offers for OSCPA members including hotels, rental cars, theme parks, movie tickets, shopping, and pet supplies.
• MM Blockchain AcademyminorGTM or Marketing PartnerBlockchain certifications for accounting and finance professionals with exclusive pricing for OSCPA members. Earns 2.5 CPE credits per course.
• Idaho Society of CPAsminorStrategic or Co-development PartnerPartner for Monthly Tax Update with Ed Zollars webcast series and charitable contribution training.
• Minnesota Society of CPAsminorStrategic or Co-development PartnerPartner for Form 990 Schedules training webcast.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• AICPA: National professional organization for CPAs providing CPE, advocacy, and member benefits. Broad incumbent that overlaps with OSCPA on CPE delivery and member services but operates at the national scale.

Direct peers

• New York State Society of CPAs (NYSSCPA): Large state CPA society offering CPE, advocacy, peer review, and member benefits to New York CPAs. Operates a comparable portfolio of dues, CPE, affinity partners, and member community.
• Pennsylvania Institute of CPAs (PICPA): Northeast state CPA society providing CPE, advocacy, and member benefits. Operates the same dues + CPE + affinity-partner revenue model as OSCPA.
• Washington Society of CPAs: Neighboring Pacific Northwest state CPA society offering CPE, advocacy, networking, and member benefits to Washington CPAs. Closest direct peer given geographic proximity and overlapping CPAs who hold multi-state licenses.
• Illinois CPA Society (ICPAS): Midwest state CPA society providing CPE, advocacy, peer review, and member community to Illinois CPAs. Direct comparable on dues-funded member association economics.
• Florida Institute of CPAs (FICPA): State CPA society serving Florida CPAs with CPE, advocacy, and member benefits. Comparable membership-association model with similar product portfolio.
• Texas Society of CPAs (TXCPA): State CPA society serving Texas CPAs with CPE, advocacy, networking, and member benefits. Same member-based professional association model as OSCPA.
• California Society of CPAs (CalCPA): Largest US state CPA society, providing CPE, advocacy, networking, and member services to California CPAs. Same model of state-level membership dues, CPE catalog, affinity partners, and advocacy representation.
• Colorado Society of CPAs (COCPA): Western US state CPA society offering CPE, advocacy, peer review, and member services to Colorado CPAs. Comparable scale and product mix.

Others

• Wolters Kluwer (CCH): Major tax and accounting research/CPE provider and OSCPA affinity partner. Not a membership society but directly competes for the same CPE dollars from CPA firms.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks4 records

Key highlights7 records

Customer concentration

• Xx.com/OregonCPAsNews
• Facebookfacebook.com/OregonSocietyCPAs
• LinkedInlinkedin.com/company/oregon-society-of-cpas
• Instagraminstagram.com/oregoncpas

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oregon Society of CPAs