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!
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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Webcast Only
1.00 Credits
Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation
Internal Controls - Why They Are Important
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Webcast Only
2.00 Credits
Internal Control History COSO Internal Control Framework Types of Internal Controls Are Internal Controls Infallible? Who is Responsible for Internal Controls? Why Document Controls?
Tax, Estate and Financial Aspects of Cryptocurrency
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Webcast Only
4.00 Credits
Introduction to cryptocurrency, Understanding the term "blockchain", Various types of cryptocurrencies, Why cryptocurrency is popular, Investment attributes of cryptocurrency, Tax aspects of cryptocurrency, Position of the Internal Revenue Service, Understanding Notice 2014-21 (IRS Virtual Currency Guidance), Understanding Notice 2014-21 FAQs, Compliance issues, Charitable issues, Internal Revenue Service enforcement
Winning the Fraud Battle in the Digital Age: Prevention and Detection
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Webcast Only
8.00 Credits
The price of fraud - ACFE's Report to the Nations and ancillary costs, The current economy - microeconomics and analysis, COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments),Power of morale - shrinking the fraud triangle and employee motivation, Deviant workplace behavior, Historic schemes, Why good folks go bad - interesting findings and red flags, Combating fraud with controls, Controls used by fraud victim organizations and suggestions for better implementation, Fraud's new frontier, Corporate social, environmental, governance, and equity/inclusion reports and audits
Diversity, Inclusion, Equity & Belonging
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Webcast Only
1.00 Credits
Why should I be thinking about inclusion? Does racism impact my workplace at all? Where might I be vulnerable and unaware?
Fraud Risk Management
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Webcast Only
2.00 Credits
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Mastering Charitable Remainder Trusts and Form 5227Compliance
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Webcast Only
2.00 Credits
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Cash Conversion Cycle: Tool and Techniques
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Webcast Only
2.00 Credits
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
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Webcast Only
2.00 Credits
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Webcast Only
8.00 Credits
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
AICPA A&A Focus (11/13/2024)
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Webcast Only
1.00 Credits
The A&A landscape today New and emerging areas of service Solutions to timely or complex issues Technical accounting, auditing and assurance information Resources and tools update
Fraud Evaluations: A Guide for The Compliance Professional
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Webcast Only
2.00 Credits
Psychology Dynamics COSO and Fraud Fraud Theories Opportunity Considerations Added Dimensions COSO Considerations Control Environment Principles Determining Internal Audit's Role Understand the Business Auditors and the IPPF When Management Objects & Potential Steps
Peer Reviewer Forum Q4
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Webcast Only
1.00 Credits
Discussion of recent Peer Review Board activity Update on Enhancing Audit Quality (EAQ) initiatives
Organizational Effectiveness and Communication
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Webcast Only
1.00 Credits
Communication
Ethical Leadership: Power, Influence, Integrity, and Trust
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Webcast Only
2.00 Credits
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
Lessee and Lessor Accounting
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Webcast Only
2.00 Credits
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Staff Retention Keep the Best People
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Webcast Only
3.00 Credits
Remote workforce Employee retention Staff turnover
Benford's Law and Other Digital Analysis Techniques
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Webcast Only
1.80 Credits
Benford’s Law Digital Analysis Data analytics
Documentation Methods for Internal Control Processes
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Webcast Only
2.00 Credits
Introduction to Proper Documentation Responsibilities for Internal Control Exploring What to Document Documentation Types, Flowcharts, & Narratives Policy and Procedures and IC Questions Risk Control Matrices Establishing A Defined Documentation Process Flow Chart Symbols Other Documentation Maturity Model & Issue Tracker Other Documentation Testing Processes Other Documentation Internal Audit Formal Reports & Summary Proper Documentation
Minimizing Workplace Warfare
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Webcast Only
1.20 Credits
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques