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!
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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Webcast Only
1.00 Credits
Communication Teamwork Collaboration
Balancing Employee and Employer Rights
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Webcast Only
1.40 Credits
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
Measuring Audit Risks
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Webcast Only
3.00 Credits
The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
Prevention & Detection of Fraud In Small Businesses
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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
K2's 2023 The Digital Home
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Webcast Only
2.00 Credits
Configuring your router and network to make it more secure Review online services to help your family share information and stay in touch Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are “ready for prime time” and which ones you should skip
Contract and Procurement Fraud
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Webcast Only
2.00 Credits
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Current Audit Environment and ASB Activity
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Webcast Only
2.00 Credits
Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning
Impact of GASB Activities on State and Local Government
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Webcast Only
3.00 Credits
GASB statements issued GASB projects
HR Guide to Evolving Business Strategy, Finance and Development
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Webcast Only
1.20 Credits
Corporate Culture Strategic Planning Leadership Staff Development
The Civil Advantage: Ethics and Civility in Disquieting Times
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Webcast Only
2.00 Credits
civility ethics
Governmental Accounting 101
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Webcast Only
2.00 Credits
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
Live Webinar K2's Microsoft 365/ Office 365 - All the Things You Need to Know
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Webcast Only
4.00 Credits
• Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment• How to use tools such as Teams, Planner, and Power Automate• Storing data in SharePoint Online and OneDrive for Business
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
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Webcast Only
1.00 Credits
Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.
AI and Data Analytics for Auditing - The Big Picture
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Webcast Only
2.00 Credits
Data Analytics and AI in Auditing and Accounting
Pass-Through and Corporate Annual Tax Update
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Webcast Only
4.00 Credits
Strategies for tax savings Business entity changes IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits
CFO - Corporate Performance Management
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Webcast Only
8.00 Credits
The 4 Topics Discussed. Corporate Performance Management. Poor strategy execution frustrates many executives as their organizations struggle with performance improvement, making decisions using intuition in the absence of hard data. Corporate performance management (CPM) seamlessly integrates many techniques including strategy maps and a balanced scorecard. Together they align manager and employee behavior, actions, and priorities using key performance indicators (KPIs) with specific targets to enable accountability. Effective Management Accounting. Critics have claimed that traditional managerial accounting is at best useless and at worst dysfunctional and misleading. Most line managers do not trust their management accounting data. 21st Century management accounting develops cost/unit metrics that are useful for budgeting, cost analysis and control. Current methods bring truly accurate fact-based costing visibility, tracing costs and identifying cause-and-effect relationships rather than broadly allocating overhead. This information provides the ability to reveal the true profit margins for products as well as for specific sales channels and customers. Removing the barriers caused by your current management accounting techniques can provide huge rewards. Driver-Based Budgeting. The annual budgeting process is often criticized as a fiscal exercise done by the accountants that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not being volume sensitive, and disconnected from the strategy and needed risk mitigation spending. You can resolve these deficiencies using capacity-sensitive driver-based expense projections. Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The budget can be periodically refreshed to create rolling financial forecasts extending beyond the fiscal year end. Learn how managerial accounting can become managerial economics. Business Intelligence and Data Analytics. Volatility and complexity are the new normal. Most organizations are drowning in data but starving for information. The finance and accounting function has the opportunity to leverage Big Data and the continuum of analytics - descriptive, diagnostic, predictive, and prescriptive. All are useful for better decision making. Collecting, validating, and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In some ways the finance function is many years behind other disciplines such as marketing, sales, and supply chain managers, in applying analytics. How can the CFO's function catch up? Understand how Business Intelligence (BI) and Business Analytics (BA) can help you make sense of your organization's data.
Federal Tax Update - C and S Corporations, Partnerships and LLCs (Forms 1120, 1120S and 1065) with Pat Garverick WEBCAST
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Webcast Only
8.00 Credits
This session is a comprehensive review of the Federal business income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive business income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, as well as Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Discuss the most recent business income tax legislation passed to date, Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, 461(l) business loss limitations, Schedule163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses, Brush up on issues related to compensation, distributions, liquidations, selfemployment taxes and retirement plans, Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms.
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional
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Webcast Only
4.00 Credits
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes
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Webcast Only
1.00 Credits
Quality management Peer review Audits Remediation Monitoring
Level V: Advanced Management and Leadership Essentials
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Webcast Only
2.00 Credits
Leading Others Coaching & Developing Staff Building Leadership Communication Skills Helping the Firm Grow