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!
Excel - Advanced Defined Names & Excel Tables
Available Until
On-Demand Only
2.00 Credits
Using the INDIRECT function with Defined NamesThe importance of Consistent Column CalculationsWays to create Consistent Column CalculationsUsing Structured Table References in formulas
Excel - Advanced Financial and Statistical Calculations
Available Until
On-Demand Only
2.00 Credits
Identifying and demonstrating financial functions "best practices" for creating amortization schedules and calculating annual interest paymentsCalculating and summarizing data with SUMIF and SUBTOTAL functionsUsing statistical functions to analyze data
Excel - Advanced Formatting to Improve Your Spreadsheets
Available Until
On-Demand Only
2.00 Credits
Customizing cell formatting and cell stylesUsing number and custom number formattingUsing Conditional Formatting to format cells based upon a defined criteriaProtecting a worksheet and workbook to prevent changes
Excel - Advanced Spreadsheet Troubleshooting Techniques
Available Until
On-Demand Only
2.00 Credits
Exhibiting the value and the art of nesting formulasDemonstrating different ways to troubleshoot complex formulasReviewing Excel's nine built-in error-checking optionsTeaching different techniques for resolving rounding errors
Excel - Building Powerful Lookup and Reference Formulas
Available Until
On-Demand Only
2.00 Credits
Performing advanced searching and data retrieval with LOOKUP, INDEX and MATCH functionsSpeeding up worksheet creation with the INDIRECT functionTesting conditions with the LOGICAL functions (IF, AND, OR, NOT)Using ERROR checking functions
Excel - Create KPI Dashboards for Maximum Impact
Available Until
On-Demand Only
2.00 Credits
Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard
Excel - Formatting Spreadsheets for Beginners
Available Until
On-Demand Only
2.00 Credits
Cell formatting basics (fonts, fill, borders, alignment, numbers)Using quick formatting tools (Cell Styles, copy & pasting, cell formats)Printing your spreadsheets (page layout, printing to paper and PDF) Creating and using templatesCreate a Default layout (Workbook, sheets, settings)
Excel - Fundamentals, Data Entry and Basic Formulas
Available Until
On-Demand Only
2.00 Credits
Review of the Excel interfaceBasic data entry tasks using the fill command, range selection and copy & pasteBasics to creating formulas (absolute/relative reference, auto-computer, functions)
Excel - New Features That Benefit Excel 2019 & O365 Users
Available Until
On-Demand Only
2.00 Credits
The new capabilities of Array FormulasNew formula functions, including XLOOKUP, XMATCH, SEQUENCE and moreUsing the Ideas featureMany more new features
Excel - Two Must Know Features; Defined Name and Tables
Available Until
On-Demand Only
2.00 Credits
Using Defined Names in formula creationLearning how Defined Names can lead to more accurate spreadsheetsUsing the structured calculations in Excel Tables
Excel - Using Charts for a Non-Financial Audience
Available Until
On-Demand Only
2.00 Credits
Selecting the right type of chartCreating dynamic chartsChoosing what data to display as a chartCustomizing charts using various optionsPrinting and sharing charts
Excel - Working With Text, Date and Time Functions and Formulas
Available Until
On-Demand Only
2.00 Credits
Using Text functions to join and separate text entriesInserting Text functions to work with imported dataPerforming date and time calculations with the Date and Time functions
Exploring the New Lease Accounting Standard
Available Until
On-Demand Only
2.00 Credits
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
Financial Accounting for Related Party Transactions
Available Until
On-Demand Only
2.00 Credits
FASB codification provisions for transactions with related parties, including business owners and special purpose entities. Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities. Review the tax accounting related taxpayer standards. Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards.
Financial Statement Shenanigans
Available Until
On-Demand Only
2.00 Credits
Factors that cause people to commit financial statement fraud The seven most common ways of "cooking the books" Specific corporate scandals which highlight "financial shenanigans" Increasing your awareness of possible techniques to detect financial statement irregularities and potential fraud
Fixing Your Chart of Accounts
Available Until
On-Demand Only
1.50 Credits
Current Chart of Accounts Best Practices Why developing a chart of accounts begins with studying your organizational chart How to identify your account segments Determining the order of your account segments Best practices for numbering account bases How to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differs Two key approaches for preserving your historical data What to know when making major chart of accounts changes
Fraud & Embezzlement; Case Studies from the Trenches
Available Until
On-Demand Only
2.00 Credits
How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. illustrations of the issues companies should look for in preventing fraud and embezzlement.
Fundamentals of Income Taxation
Available Until
On-Demand Only
2.00 Credits
Standard Deductions v. Itemized Deductions Defining ordinary income, capital gains and qualified dividends. Cash v. Accrual methods Above- and Below- the Line deductions Extensions for filing a return Calculating the federal tax liability
GAAP Alternatives: Perfect Storm
Available Until
On-Demand Only
1.00 Credits
Review of special purpose frameworks Discussion of non-GAAP options for financial reporting U.S GAAP alternatives for certain entities
Grading Your Auditors - Are You Getting the Most Value?
Available Until
On-Demand Only
2.00 Credits
Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit