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 - 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
How SASs No. 134-145 Improve Risk-Based Audits (Governmental)
Available Until
On-Demand Only
4.00 Credits
Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates New definitions and requirements related to identifying and evaluating risks of material misstatement Other important matters contained in SAS Nos. 134-145
IRS Penalties and Abatements
Available Until
On-Demand Only
2.00 Credits
Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
Independence and Conflicts of Interest
Available Until
On-Demand Only
1.00 Credits
AICPA Code of Conduct: Independence, Conflicts of Interest, Case Study: Olympus Case Study: Buca di Beppo
Integrity, Objectivity and Judgment; Values in Action
Available Until
On-Demand Only
1.00 Credits
AICPA Code of Conduct: Integrity and Objectivity Case Study: Mortgage crisis of 2007-2010 Case Study: World Com
Internal Control - Testing for Operating Effectiveness
Available Until
On-Demand Only
2.00 Credits
Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting
Internal Controls to Mitigate Financial Reporting Risk
Available Until
On-Demand Only
2.00 Credits
Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for audits in accordance with Sarbanes-Oxley Act, Government Auditing Standards, and Single Audit Act requirements
Like-kind Exchanges in Real Estate Transactions
Available Until
On-Demand Only
2.00 Credits
Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy. These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability. These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.