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!
Cutting-Edge Estate and Financial Planning Trends of 2025
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Webcast Only
8.00 Credits
Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.
Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Webcast Only
2.00 Credits
Discuss how productivity strategies may improve work-life balance, Understand the state tax consequences that may arise when working from home, Identify and discuss challenges unique to financial professionals, Review how some organizations are providing support to improve work-life balance, Explore the role of alternative work arrangements, Examine challenges unique to auditors versus tax professionals, A comparison of work-life balance between public and industry accountants, How work-family conflict varies among financial professionals, Recommendations for improving work-life balance
K2's An Accountant's Guide To Blockchain And Cryptocurrency
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Webcast Only
4.00 Credits
Understanding the fundamental tenets of blockchain technology, Examples of applied applications of blockchain technology, Identifying leading cryptocurrencies available today, Understanding risks associated with cryptocurrencies
Understanding the Basic Techniques of Financial Planning
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Webcast Only
8.00 Credits
A comprehensive review of the entire financial planning process. Equipping participants to assist clients in developing practical and functional budgets. Optimizing the utilization of a client's assets for maximum financial benefit. Navigating the complexities of risk and reward evaluation, aligned with a client's investment horizon. Proficiency in assessing a client's propensity for risk-taking. Tackling challenges inherent in measuring a client's risk tolerance. Exploring psychological factors that influence risk behavior. Mastering fundamental investment and portfolio management principles. Unveiling the significance of a strategic asset allocation policy within a financial plan. Addressing regulation and registration considerations for investment advisors. Understanding the strategic deployment of personal financial statements. Setting the stage for participants to become effective financial service professionals. Exploring the cooperative approach to financial planning. Gleaning insights from ten key steps for success as a financial planner.
K2's Artificial Intelligence For Accounting And Financial Professionals
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Webcast Only
4.00 Credits
Exploring AI applications in accounting and finance, Understanding AI features in everyday tools, Embracing the future: AI's impact on finance and accounting
The Ethics Hour: Ethics in the Real World
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Webcast Only
1.00 Credits
The difficult trade-offs in making choices Functioning in the ‘gray’ areas The value of trust Consequences of ‘short-term it-is’ How lack of accountability can lead to ethical issues
Business Law Essentials for Practitioners and Controllers
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Webcast Only
8.00 Credits
The various types of corporations, Securities law basics, Contract principles, Partnerships and limited liability entities, Worker classification, Employee rights and the duties of employers, Intellectual property, Real property law, Bankruptcy basics, The court system and litigation process, Alternative dispute resolution
Managing the Accounting Department
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Webcast Only
4.00 Credits
Accounting Leadership Management
K2's 2023 Ten Must Know Features In Excel
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Webcast Only
2.00 Credits
How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits
Preparation, Compilation, and Review Engagements: Update and Review
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Webcast Only
4.00 Credits
Overview of preparation, compilation, and review guidance, Accounting and reporting issues, Current practice issues, Common deficiencies in peer reviews, Current and future standard setting projects.
Prevention & Detection of Fraud In Small Businesses
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Webcast Only
4.00 Credits
The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management
ProActive Response Group De-Escalation Training
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Webcast Only
1.20 Credits
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
Planning in an Uncertain World
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Webcast Only
2.00 Credits
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
The Ethics Hour: Ethics in the Real World
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Webcast Only
1.00 Credits
The difficult trade-offs in making choices Functioning in the ‘gray’ areas The value of trust Consequences of ‘short-term it-is’ How lack of accountability can lead to ethical issues
Managing the Accounting Department
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Webcast Only
4.00 Credits
Accounting Leadership Management
ProActive Response Group De-Escalation Training
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Webcast Only
1.20 Credits
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
Prevention & Detection of Fraud In Small Businesses
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Webcast Only
4.00 Credits
The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management
Prevention & Detection of Fraud In Small Businesses
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Webcast Only
4.00 Credits
The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management
The Ethics Hour: Ethics in the Real World
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Webcast Only
1.00 Credits
The difficult trade-offs in making choices Functioning in the ‘gray’ areas The value of trust Consequences of ‘short-term it-is’ How lack of accountability can lead to ethical issues
Planning in an Uncertain World
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Webcast Only
2.00 Credits
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters