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!
Live Webinar K2
-
Webcast Only
8.00 Credits
• Best practices associated with creating Excel workbooks, including managing workbooks• How to secure Excel workbooks• Collaboration options and best practices in Excel• Effective reporting techniques in Excel
Controller Series: Communicating for Connections with Coworkers, Customers, and Stakeholders
-
Webcast Only
1.00 Credits
What are the three types of misconceptions of communication? What are the different types of personality styles in the workplace? Recognize how to communicate with the different types of personality styles effectively Key takeaways
Prevention & Detection of Fraud In Small Businesses
-
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
CFO Series: Enterprise Risk Management Implementation Keys
-
Webcast Only
2.00 Credits
The major topics that will be covered in this course include:What is ERM and why is it important?What is your risk appetite and risk tolerance?The COSO framework for ERM and its recent updates.The ERM Steering committee – what is it for and what does it do?Risk heat maps – evaluating what is hot and what is not.Risk owners and the risk control plan.Measuring the effectiveness of the implementation.The role of leading and lagging indicators - KRIs.Making it part of everyday management.The need to integrate ERM into strategic planning.
Planning in an Uncertain World
-
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
Live Webinar K2's Next Generation Excel Reporting
-
Webcast Only
8.00 Credits
• Identifying weaknesses in traditional reporting processes• Using leading-edge features in Excel to improve reporting practices• How to work with Power Query to solve common reporting challenges• Adding Slicers and Timelines to your Excel-based reports
Ethics without Fear for Accounting and Finance Professionals
-
Webcast Only
2.00 Credits
Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made. Applying the structure of understanding ethical dilemmas, and then applying the nine-step resolution process to arrive at a fair and consistent decision.
Live Webinar K2's Better Productivity Through Artificial Intelligence and Automation Tools
-
Webcast Only
4.00 Credits
• Practical opportunities to leverage artificial intelligence and automation in business settings• Potential risks associated with using AI and automation, including inherent ethical issues• Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
Live Webinar K2's Ethics and Technology
-
Webcast Only
4.00 Credits
• Understanding the differences between ethics, morals, and laws• Key technology issues that can impact ethical behavior in businesses• Examples of potential ethical conflicts precipitated by modern technologies
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
Tax Practice Quarterly: 2025 Future-Focused Tax Practice
-
Webcast Only
2.00 Credits
Tax practice management Staff management strategies Billing and client service strategies
Live Webinar K2's QuickBooks for Accountants
-
Webcast Only
8.00 Credits
• New features in QuickBooks Desktop and Online• Enhancing internal controls in QuickBooks-based environments• Improving financial and operational reporting when using QuickBooks and QuickBooks Online• Best practices for setting up companies
Surgent's Delaware Ethics for CPAs
-
Webcast Only
4.00 Credits
Professional and ethical conduct requirements specifically applicable to Delaware CPAs, including 2016 amendments to the Delaware Licensure Law The core principles of professional conduct – integrity, objectivity, and independence The AICPA Code of Professional Conduct Principles and concepts which form the foundation of ethical behavior
Live Webinar K2's Data Analytics for Accoutants and Auditors
-
Webcast Only
4.00 Credits
• Understanding the importance of data analytics in modern business environments• Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft’s Power BI platform• Using regression analysis to create and validate forecasts and projections
Controller Series: Technology - Must Have Excel Competencies
-
Webcast Only
1.00 Credits
Reality of Excel use Gartner - Magic Quadrant of tools for data analysis Will Excel go away? Two essential Lean principles Misuses of Excel APIs (Automated Program Interfaces) Relationship between Excel and data analytics Excel tips and tricks
Live Webinar K2's Mastering Advanced Excel Functions
-
Webcast Only
4.00 Credits
• Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays• How to use “legacy” features and functions such as AGGREGATE• Creating effective forecasts in Excel
Live Webinar K2's Technology for CPAs - Don't Get Left Behind
-
Webcast Only
8.00 Credits
• Emerging technologies all business professionals should know• Considerations associated with upgrading to Windows 11• Practical options for protecting your data• New features in commonly-used applications such as Excel and Adobe Acrobat DC
Planning in an Uncertain World
-
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
CFO Series: Decoding Balance Sheet Accounting
-
Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Typical accounting issues that impact the balance sheet.Where are the 'hidden' issues in unrecorded liabilities?Why and how most balance sheets are not correct?What are unrecorded assets, and why do they matter?Suggestions to improve balance sheetsIdentification and resolution of balance sheet challenges and changes.Communicating with your audience and stakeholders
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