CPE Catalog & Events
CPE & Event Classes
MTCPA has literally thousands of live and online courses to help you satisfy your professional development needs. It is our goal that the classes offered through MTCPA will enhance your knowledge and help you become even more successful.
Each class from MTCPA can be taken live (In-Person) or virtual (Webcasts) - please make sure you are registering for the correct one.
Please click here to view our interactive Professional Development Catalog.
Advanced Budgeting - Balance Sheet & Cash Flow Projections
Monday, June 27 7:00am - 8:00am
Webcast Only
1.00 Credits
Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow
Identifying & Implementing the Proper Balance of Internal Controls
Monday, June 27 7:00am - 8:40am
Webcast Only
2.00 Credits
Introduction to identifying and implementing the proper balance of internal controls Concepts, myths and facts of internal controls Risks vs controls Typical control types Understanding controls and why they fail Framework for controls identification
Navigating the Gray: An Advanced Guide to Auditor Independence Compliance
Monday, June 27 7:00am - 10:30am
Webcast Only
4.00 Credits
The CPA’s responsibilities related to independence and objectivity The AICPA independence rule and its interpretation Similarities and differences between AICPA and SEC independence rules Rules governing the performance of non-attest services for attest clients Examples of applying the AICPA’s non-attest rules GAO and Yellow Book independence and documentation requirements Sources for relevant independence rules and regulations
The Best Federal Tax Update Course by Surgent
Monday, June 27 7:00am - 3:00pm
Webcast Only
8.00 Credits
Timely coverage of breaking tax legislation Equity Awards and Compensation Schedules K-2 and K-3 Reporting Requirements Donor Advised Funds Is the "Employee vs Independent Contractor" conundrum about to explode? A comprehensive overview of Cryptocurrency, including important tax considerations in light of increased IRS scrutiny Detailed review of Loss Limitation Rules Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Walter Haig's Personal Financial Health Checkup
Monday, June 27 7:00am - 3:00pm
Webcast Only
8.00 Credits
The topics that will be covered in this course include:Preparing a personal financial statement following U.S. GAAPRecasting U.S. GAAP personal financial statements into powerful management toolsIdentifying key financial factors that must be managed in order to achieve financial self-sufficiencyKey personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at DeathHow to create "goal" statements that achieve results
QuickBooks ONLINE - Monthly Closeouts & Year-End Cleanups
Monday, June 27 7:30am - 9:30am
Webcast Only
2.00 Credits
The major topics that will be covered in this class include:The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.
Fixing Your Chart of Accounts
Monday, June 27 8:00am - 9:00am
Webcast Only
1.00 Credits
Current Chart of Accounts Best PracticesWhy developing a chart of accounts begins with studying your organizational chartHow to identify your account segmentsDetermining the order of your account segmentsBest practices for numbering account basesHow to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differsTwo key approaches for preserving your historical dataWhat to know when making major chart of accounts changes
How to Create an Incredible Employer Brand
Monday, June 27 8:00am - 9:03am
Webcast Only
1.20 Credits
Employer Brand Talent Management Future of Work Onboarding New Hires
Creating & Deploying Flexible Work Options
Monday, June 27 8:00am - 9:05am
Webcast Only
1.20 Credits
Flexible Work Options Employee Engagement Talent Management Strategy
1 Hour - Introduction to Sustainability Accounting
Monday, June 27 8:00am - 9:08am
Webcast Only
1.00 Credits
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
Driving Performance with Metrics
Monday, June 27 8:00am - 9:48am
Webcast Only
2.00 Credits
Using metrics in a balanced scorecard framework Learn to measure output of your business activities Creating metrics for profit and cost centers Benchmarking your metrics Using metrics for planning and control Tips for success
Analytical Procedures: Practical Applications & Standards
Monday, June 27 8:00am - 10:00am
Webcast Only
2.00 Credits
Examples of current public company audit reports Implications of SAS No. 134 Exploration of illustrative audit report examples Potential communication of Key Audit Matters (KAMs)
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
Monday, June 27 8:00am - 10:00am
Webcast Only
2.00 Credits
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime
Strategies for Maximizing Social Security Benefits
Monday, June 27 8:00am - 10:00am
Webcast Only
2.00 Credits
When is a person eligible to take Social Security benefits? Factors to consider when selecting an option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments for surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent
Buying, Selling, or Gifting a Business Creatively
Monday, June 27 8:00am - 10:12am
Webcast Only
2.00 Credits
Integrated Planning Techniques (Estate, Financial, and Asset Protection) Needs of the Business Owner Business Continuation Consideration Succession Planning Issues - Tax and Non-Tax Dealing with the Owner Integration of Retirement Needs “Buy-Sell Agreement” Issues Liquidity Issues
Powerful Public Speaking: Communicate With Confidence
Monday, June 27 8:00am - 10:54am
Webcast Only
3.20 Credits
Communications
Ethics for CPAs, the Pragmatic, Practical & Possible
Monday, June 27 8:00am - 11:40am
Webcast Only
4.00 Credits
Regulatory Ethics
Let's Play The 90 Day Money Game!
Monday, June 27 8:00am - 11:51am
Webcast Only
4.00 Credits
Financial Stress assessment Money Creation Mindset Limiting Beliefs Resiliency Skill & Talents Inventory Success Teams Money Breakthrough Nourishing the seeds of opportunity Environment Matters Success Habits EFT for Stress
Enterprise Risk Management for Small & Medium Sized Businesses: Current Perspectives
Monday, June 27 8:00am - 11:55am
Webcast Only
4.00 Credits
New perspective on corporate governance; ERM overview; ERM-small business approach; 10 steps to take NOW!
How to Deduct Travel, Meals, & Entertainment Expenses NOW - 4 Hours
Monday, June 27 8:00am - 12:00pm
Webcast Only
4.00 Credits
Recent legislation and developments related to reporting travel, meals and entertainment expenses Adequate accounting rules for reimbursements Accountable plans Reimbursement of nondeductible expenses Reporting travel expenses Simplified Per Diem Meals and entertainment expenses “Directly related to” and “Associated With” tests Facility vs. Activity expenses * Nine Exceptions to Section 274 Business Meals IRS Notice 2018-76 Food and beverages during entertainment Mileage and Per Diem rates