Skip to main content

CPE Catalog & Events

Join us for this year's classes

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.

Most classes put on by MTCPA can be taken either LIVE (In-Person) or VIRTUAL (MTCPA Webcasts) - please make sure you are registering for the correct one. (Webinars are classes from other providers)

MTCPA is now offering a new on-demand learning platform to enable you to learn and earn CPE on your own time. Stand-alone courses are available as well as an all-access subscription to the entire Anytime library. Click the 'Anytime' tab below to view the courses!

Showing 7319 All Results

The Preparation of Form 706 and 709 - Line-by-Line

-

Webcast Only

4.00 Credits

Overview of the Federal Form 706 Overview of the Federal Form 709 How to prepare a federal estate tax return (Form 706) How to prepare a federal gift tax return (Form 709) How to comply with “Portability” Coordination of the various issues involved in the preparation of the decedent’s final federal income tax return (Form 1040) Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns 

The Preparation of Form 706 and 709 - Understanding the Law, Line-By-Line

-

Webcast Only

6.00 Credits

Understanding the basics of Estate and Gift Taxation Understanding valuation of assets Understanding what constitutes the “Gross Estate” Understanding the various deductions (funeral and administrative expenses) Understanding debts Understanding the charitable deduction Understanding the marital deduction Understanding the calculation and the various tax credits  Overview of the Federal Form 706 Overview of the Federal Form 709 How to prepare a federal estate tax return (Form 706) How to prepare a federal gift tax return (Form 709) How to comply with “Portability” Coordination of the various issues involved in the preparation of the decedent’s final federal income tax return (Form 1040) Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns   

K2's 2023 Excel Best Practices

-

Webcast Only

8.00 Credits

Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel

K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection

-

Webcast Only

8.00 Credits

Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls

The Next Step Series: Avoiding Ulcers in the "New Abnormal World"

-

Webcast Only

1.00 Credits

Attendees will examine how change affects critical thinking, how it can create opportunities for fraud, and how it hurts a high-performing culture. Then, we will review tools that have a positive effect on anticipating change and maintaining an adaptive mindset into the future. Finally, we will strategize how to break negative communication and conflict patterns that can damage high-performing teams. The overall goal is an adaptable, resilient workforce that is comfortable with continuous change, and a personal style of behavioral flexibility. Specific case studies are shared that reinforce the learning objectives.

Combatting Sexual Harassment in the Workplace

-

Webcast Only

1.00 Credits

Sexual harassment prevention Company culture 

CFO Series: Tactics to Reduce Investment: 2nd Strategy ROI

-

Webcast Only

2.00 Credits

The major topics covered in this course include:Cost of capitalWhat do investors want?What does my capital really cost?How can we approximate the cost?Utilizing the Du Pont Formula in a discounted cash flow world.Increasing asset utilizationWhat should we do, and what should we allow others to do?Buying the right equipment at the right price.Increasing throughput.Complexity – the capacity thief.Process choicesShould we automate?Should we lease or purchase?Impact of automation on risk and return?

K2's 2023 Excel Essentials For Staff Accountants

-

Webcast Only

8.00 Credits

Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks

CFO Series - April 2024 Webinar Bundle

-

Webcast Only

8.00 Credits

All times listed are Eastern Time ZoneWeek 1:_CFO Series: Tactics to Reduce Investment: 2nd Strategy ROICPE: 2Field of Study: FinanceDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, April 5, 11:00 amDescription: What do investors want? They actively pursue three key strategies; 1) improve profit (most over used strategy), 2) reduce investment (an under used strategy), and 3) reduce risk (a much-neglected strategy). In this second of three sessions, see 2) above, we will explore strategies to improve asset utilization and reduce investment. We will discuss proven techniques to help your organization thrive. Week 2:_CFO Series: Re-invigorating Your Career: Planning Your PathCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Robert Mims, CPADate: Friday, April 12, 11:00 amDescription: A career is a long time and yet looking back it appears to have been in the blink of an eye. If you have ever engaged in discussions with mentors or peer groups you may have heard the, "I wish I had ___". This course is a review of keeping you individually prepared and ready for all the various changes that will make your career. We start with where you are today and where you want to be? We discuss practical tips for professionals to be more prepared for changes that will certainly come over the course of your career. What are my career possibilities? The goal is that some of these ideas discussed will avoid more of the "I wish I had ____", and will convert them to, "I'm so glad I ____". We all have heard the maxim, "Failure to plan is planning to fail." We are planners by nature, let's plan our career and the career of those who report to us. Week 3:_CFO Series: Advancing Your Role as a Business LeaderCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Don Minges, MBADate: Friday, April 19, 11:00 amDescription: Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. True leaders put in the work and make sacrifices for others. Leadership is a learned skill, a skill that must be practiced. It may look simple, and it is - only if you know what to do and how to do it. Leadership requires one to develop a greater understanding of intangibles that are difficult to quantify - but are priceless. The best leaders care about others, are trustworthy and are credible. We will discuss proven tactics to enhance those skills. Worthy for those who want to become even more valuable as a business leader. Week 4:_CFO Series: Successful System Implementations: Planning!CPE: 2Field of Study: Information TechnologyDiscussion Leader: Tracy Cooper, CPADate: Friday, April 26, 11:00 amDescription: System changes are common, so why does seemingly every new system update or installation have multiple, new problems? We will review the causes and effects, including a short-term outlook. We will focus on the best practices of successful organizations, specifically the one key task for success - proper planning. What are the steps to take? Which functions need to be involved? How can you reduce risk? These actions can be applied to small system changes, system upgrades, or large ERP systems. Do not make the same mistake over and over - learn from others who have paid the hefty price.

Coaching & Counseling - Performance Management

-

Webcast Only

1.00 Credits

Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.

Asset Misappropriation - Let Me Count the Ways

-

Webcast Only

2.00 Credits

Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there

Taxation of Non-fungible Tokens (NFTs)

-

Webcast Only

2.00 Credits

NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs.

What's Going on at the FASB - 2023

-

Webcast Only

4.00 Credits

FASB Update ASUs Effective Leases  

K2's 2023 Business Intelligence, Featuring Microsoft's Power BI Tools

-

Webcast Only

8.00 Credits

The importance of Business Intelligence in today’s business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards  

Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment

-

Webcast Only

8.00 Credits

The effect COVID-19 on a client’s total financial, estate, and asset protection plan Understanding the issues revolving around the death of a client Understanding medical issues Understanding the tax and non-tax issues in divorce Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents Understanding the support issues for spouses and former spouses Understanding support issues for children of divorced or separated parents and the tax treatment of back child support Understanding the business issues involved when the parties to a business breaks apart Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies

K2's 2023 OneDrive's Best Practices

-

Webcast Only

1.00 Credits

Synchronizing your files to your desktop pc Working with shared files Managing different versions of files Understanding how OneDrive works with OneNote, Teams, and SharePoint

MBAExpress: Essence of Entrepreneurship - V 2.0

-

Webcast Only

1.00 Credits

Why current business plans that focus primarily on the numbers is the wrong approach People, opportunity, context, risk and reward The dark side of being an entrepreneur Lead-generation strategies

Navigating Leaves of Absence

-

Webcast Only

1.00 Credits

Family Medical Leave Act - full time and intermittent Americans With Disabilities Act  Special rules for managers  Handling fraud, abuse, and performance issues in connection with a leave of absence 

Yellow Book Update - 2023

-

Webcast Only

2.00 Credits

Yellow Book Independence Data quality Technical Update  

The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers

-

Webcast Only

2.00 Credits

Understanding Fraud Psychology and Motivation of Fraudsters Detection and Prevention Strategies Real World Case Studies Effective Fraud Management