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CPE Catalog & Events

Join us for this year's classes

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 available courses!

Showing 771 Webinars Results

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

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 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.

Power BI - Analyze Your Data With Excel PivotTables (Course 3)

Available Until

On-Demand Only

4.00 Credits

The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts

Power BI - Create Excel Dashboards for Maximum Impact (Course 4)

Available Until

On-Demand Only

2.00 Credits

Dashboard design guidelinesUsing Excel features to create visualsUsing visuals to create dashboardsIntroduce new Power BI tools that enhance visual and dashboard creation

Power BI - Go Beyond PivotTables with Power Pivot (Course 6)

Available Until

On-Demand Only

4.00 Credits

Data modeling in Power PivotUsing basic DAX to create calculationsWhat are and when to use calculated columns and measuresUsing the data model in Power Pivot to create PivotTablesHierarchies in Power Pivot

Power BI - Introduction to MS Power BI Tools (Course 1)

Available Until

On-Demand Only

2.00 Credits

The challenge of using Excel for Data AnalysisAn overview of the various Power BI ToolsAn overview of when and why to use each Power BI ToolA tour of each tools interface

Power BI - OLAP Formulas & More Time Intelligent Functions

Available Until

On-Demand Only

2.00 Credits

OLAP functions to create custom calculations on an Excel worksheetMeasures that help determine the date of your refreshed dataAdvanced time intelligent functions to create date-based measures

Power BI - Prepare Your Data Efficiently for Excel Analysis (Course 2)

Available Until

On-Demand Only

2.00 Credits

Getting data into the correct structureData sources that you can accessWorking with multiple tables and data sourcesSteps to import data for analysisIntroduction to Power Query and Get and Transform

Power BI - Share Your Data Analysis using PowerBI.com (Course 9)

Available Until

On-Demand Only

2.00 Credits

A tour of the PowerBI.com interfaceSharing data with Power Pivot and Power BI DesktopCreating visualizations and turning them into dashboardsSharing visualizations and dashboards with others

Power BI - Use Advanced Calculations with DAX Formulas (Course 7)

Available Until

On-Demand Only

4.00 Credits

Review Power Pivot calculations (column calculations vs. measures)Create advanced DAX formulasUsing a Date / Calendar table for data analysisThe DAX calculation process

Power BI - Use PBI Desktop to Create Reports and Dashboards (Course 8)

Available Until

On-Demand Only

4.00 Credits

Tour of the Power BI Desktop interfaceUsing Power BI Desktop to connect to data sourcesAvailable visualizations in Power BI DesktopBuilding interactivity into visualizations

Power BI - Use Power Query to Transform Your Data (Course 5)

Available Until

On-Demand Only

2.00 Credits

Append files Combine multiple files from a folderAdd custom columnsUnpivot a tableCreate a lookup table from a table

Risk Management in a Post-Covid World

Available Until

On-Demand Only

1.50 Credits

Black Swan Risks Role of Finance, Internal and External Auditors COSO's Risk Management Standards The COSO Cube The COSO Double Helix Risk Management Definitions Event Identification Expected Value Analysis The Heat Map The World Economic Forum Global Risk Reports Alternative Risk Responses Avoidance Reduce/Increase Share Accept Lessons from the Great by Choice Research Personal Risk Management