CPE Catalog & Events
CPE & Event Classes
MTCPA offers thousands of live and online courses to meet your professional development needs. Our goal is to enhance your knowledge and help you achieve even greater success.
Most MTCPA classes are available both LIVE [In-Person] and VIRTUAL [MTCPA Webcasts (in-house) or Webinars (other providers)], so please be sure to register for the correct format under the appropriate tab below.
Also check out our on-demand learning platform, allowing you to earn CPE at your convenience. You can choose stand-alone courses or opt for an all-access subscription to our entire Anytime library. Click the Anytime CPE tab below to explore the courses!
Progressive Management Accounting
-
Webcast Only
2.00 Credits
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
Business Intelligence (BI) and Business Analytics (BA)
-
Webcast Only
2.00 Credits
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
The Generation-Skipping Transfer Tax and Dynasty Trust 2024
-
Webcast Only
4.00 Credits
• Calculation of the GST tax, and how it relates to the estate tax and gift tax • Direct skips, taxable distributions, and taxable terminations • GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts • Calculating the benefit of and designing Dynasty Trusts
Avoiding Budget People Issues: Managing Budgeting's Soft Side
-
Webcast Only
2.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Inventory Accounting GAAP, Software and Recognizing Variances
-
Webcast Only
2.00 Credits
Inventory accounting GAAP Methods for dealing with variances
Coaching Leaders to Handle Sensitive Employee Relations Situations
-
Webcast Only
1.20 Credits
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
-
Webcast Only
1.00 Credits
Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
-
Webcast Only
2.00 Credits
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Budgeting: Presenting and Communicating your Numbers
-
Webcast Only
2.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Profitability Pricing: Boost your Bottom Line
-
Webcast Only
2.00 Credits
Competitive bids Achieving target profitability
Appreciation Intelligence: The New AI
-
Webcast Only
1.00 Credits
Languages of appreciation Appreciation strategies
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
-
Webcast Only
1.00 Credits
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
-
Webcast Only
1.20 Credits
Health and Wellness Burnout Stress Management Employee Engagement
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
-
Webcast Only
1.00 Credits
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
5 Steps to Cultivate a Values-Based Approach to Governance
-
Webcast Only
1.20 Credits
Employee engagement Values-based governance Organizational culture Employee relations
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
-
Webcast Only
2.00 Credits
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
-
Webcast Only
1.00 Credits
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
DEI in the Remote Work Era
-
Webcast Only
1.20 Credits
DEI Employee engagement Remote work Organizational culture Employee relations
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
-
Webcast Only
1.00 Credits
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
ProActive Response Group De-Escalation Training
-
Webcast Only
1.20 Credits
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment