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 available courses!
An Ethical Approach to Mental Health Issues at Work
Available Until
On-Demand Only
2.00 Credits
The major topics covered in this class include: Virtue Ethics and Mental Health Definition, Myths and Bias of Mental Health Suicide: Facts and Resources Recognizing signs of potential mental health challenges Empathy and Listening Mental Health and Generational Expectations Becoming a Mental Health Ally
Build a Data Model for Analysis in Power BI
Available Until
On-Demand Only
0.00 Credits
The major topics that will be covered in this class include: Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources. Building Relationships: Techniques to establish and manage relationships between different data sets. Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures. Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures. Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis. Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting. Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
Creating an Ethical Work Environment
Available Until
On-Demand Only
2.00 Credits
Ethical Values and Principles Human Factors impacting ethical choices Professional and organizational responsibilities in creating an ethical work environment Tools for ethical decision making
Ethical Performance Management
Available Until
On-Demand Only
2.00 Credits
The major topics covered in this class include: Definition and Benefits of Ethical Performance Management Setting Standards/Goal setting Preparing and Conducting the Appraisal Interview Legal Considerations in Performance Management Avoiding Rater Bias Feedback and Coaching
Ethics and Civility in the Workplace
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: What is civility and how it is tied to the bottom line? Principles of Civility: Giving the Benefit of the Doubt Inclusivity Communication Review of ethical values and principles with an emphasis on Respect Courage Compassion Honor Accountability
Improve Spreadsheets by Building Controls in Excel
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this class include: Learn best practices when designing your spreadsheets How to create a proper worksheet structure Learn to use Excel's built in features to find errors How to create your custom controls to prevent and find errors Using links to quickly move to controls Using Conditional Formatting to highlight errors
Mastering Partnership Basis: Inside and Outside Basis
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Explain the use of both ""inside"" and ""outside” basis determination How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property. Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest. Comprehensive example to illustrate the mechanics of the basis determination process.
Mastering the Excel Lookup Function
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this class include: A review of the various lookup functions, beyond VLOOKUP Learn which lookup works best for your situation How to apply the many lookup functions Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively An in-depth review of the following functions: VLOOKUP / HLOOKUP XLOOKUP MATCH / INDEX XMATCH INDIRECT FILTER SORT / SORTBY UNIQUE An overview of some newer functions
Power BI - Bringing It All Together for Data Analysis
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: </p> Building a Comprehensive Workflow in Power BI Streamline and enhance your end-to-end data processes for improved efficiency and clarity. Exploring What's Next After Creating Data Models and Measures Understand advanced strategies to further enhance the value of your existing data models. Best Practices for Performance Optimization Learn key tips to ensure smooth, fast, and reliable performance in your existing data models. Leveraging Your Data Model Through PowerBI.com/Power BI Services Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.
Tax Depreciation: Review and Update
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this class include: Recent tax legislation and developments related to capitalization Eligible property for Section 179 and Section 168(k) Discussion of the Section 179 deduction and its use to depreciate real property The Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules Other related topics
The Ethical Management of Conflict
Available Until
On-Demand Only
2.00 Credits
The major topics covered in this class include:Professionalism, Conflict and Ethics Sources and approaches to conflict Managing Conflict from the Inside: Awareness of human tendencies, human emotions, and gossip Guidelines for managing conflict collaboratively
Using Chat GPT with Excel
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this class include: Introduction to ChatGPT and other AI (Artificial Intelligence) language models Discussion of best practices for using ChatGPT with Excel Use ChatGPT to create, debug and explain formulas Use ChatGPT to learn how to use Excel features Use ChatGPT to automate repetitive tasks in Excel Use ChatGPT to easily create macros