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CPE Catalog & Events

Join us for this year's classes

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!

Showing 121 Anytime CPE Results

Excel - Advanced Financial and Statistical Calculations

Available Until

On-Demand Only

2.00 Credits

Identifying and demonstrating financial functions "best practices" for creating amortization schedules and calculating annual interest paymentsCalculating and summarizing data with SUMIF and SUBTOTAL functionsUsing statistical functions to analyze data

Excel - Advanced Formatting to Improve Your Spreadsheets

Available Until

On-Demand Only

2.00 Credits

Customizing cell formatting and cell stylesUsing number and custom number formattingUsing Conditional Formatting to format cells based upon a defined criteriaProtecting a worksheet and workbook to prevent changes

Excel - Advanced Spreadsheet Troubleshooting Techniques

Available Until

On-Demand Only

2.00 Credits

Exhibiting the value and the art of nesting formulasDemonstrating different ways to troubleshoot complex formulasReviewing Excel's nine built-in error-checking optionsTeaching different techniques for resolving rounding errors

Excel - Building Powerful Lookup and Reference Formulas

Available Until

On-Demand Only

2.00 Credits

Performing advanced searching and data retrieval with LOOKUP, INDEX and MATCH functionsSpeeding up worksheet creation with the INDIRECT functionTesting conditions with the LOGICAL functions (IF, AND, OR, NOT)Using ERROR checking functions

Excel - Create KPI Dashboards for Maximum Impact

Available Until

On-Demand Only

2.00 Credits

Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard

Excel - Formatting Spreadsheets for Beginners

Available Until

On-Demand Only

2.00 Credits

Cell formatting basics (fonts, fill, borders, alignment, numbers)Using quick formatting tools (Cell Styles, copy & pasting, cell formats)Printing your spreadsheets (page layout, printing to paper and PDF) Creating and using templatesCreate a Default layout (Workbook, sheets, settings)

Excel - Fundamentals, Data Entry and Basic Formulas

Available Until

On-Demand Only

2.00 Credits

Review of the Excel interfaceBasic data entry tasks using the fill command, range selection and copy & pasteBasics to creating formulas (absolute/relative reference, auto-computer, functions)

Excel - New Features That Benefit Excel 2019 & O365 Users

Available Until

On-Demand Only

2.00 Credits

The new capabilities of Array FormulasNew formula functions, including XLOOKUP, XMATCH, SEQUENCE and moreUsing the Ideas featureMany more new features

Excel - Two Must Know Features; Defined Name and Tables

Available Until

On-Demand Only

2.00 Credits

Using Defined Names in formula creationLearning how Defined Names can lead to more accurate spreadsheetsUsing the structured calculations in Excel Tables

Excel - Using Charts for a Non-Financial Audience

Available Until

On-Demand Only

2.00 Credits

Selecting the right type of chartCreating dynamic chartsChoosing what data to display as a chartCustomizing charts using various optionsPrinting and sharing charts

Excel - Working With Text, Date and Time Functions and Formulas

Available Until

On-Demand Only

2.00 Credits

Using Text functions to join and separate text entriesInserting Text functions to work with imported dataPerforming date and time calculations with the Date and Time functions

Financial Statement Shenanigans

Available Until

On-Demand Only

2.00 Credits

Factors that cause people to commit financial statement fraud The seven most common ways of "cooking the books" Specific corporate scandals which highlight "financial shenanigans" Increasing your awareness of possible techniques to detect financial statement irregularities and potential fraud

Fixing Your Chart of Accounts

Available Until

On-Demand Only

1.50 Credits

Current Chart of Accounts Best Practices Why developing a chart of accounts begins with studying your organizational chart How to identify your account segments Determining the order of your account segments Best practices for numbering account bases How to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differs Two key approaches for preserving your historical data What to know when making major chart of accounts changes

Fraud & Embezzlement; Case Studies from the Trenches

Available Until

On-Demand Only

2.00 Credits

How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. illustrations of the issues companies should look for in preventing fraud and embezzlement.

Fundamentals of Income Taxation

Available Until

On-Demand Only

2.00 Credits

Standard Deductions v. Itemized Deductions Defining ordinary income, capital gains and qualified dividends. Cash v. Accrual methods Above- and Below- the Line deductions Extensions for filing a return Calculating the federal tax liability

IRS Penalties and Abatements

Available Until

On-Demand Only

2.00 Credits

Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options

Independence and Conflicts of Interest

Available Until

On-Demand Only

1.00 Credits

AICPA Code of Conduct: Independence, Conflicts of Interest, Case Study: Olympus Case Study: Buca di Beppo

Integrity, Objectivity and Judgment; Values in Action

Available Until

On-Demand Only

1.00 Credits

AICPA Code of Conduct: Integrity and Objectivity Case Study: Mortgage crisis of 2007-2010 Case Study: World Com

Internal Controls to Mitigate Financial Reporting Risk

Available Until

On-Demand Only

2.00 Credits

Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for audits in accordance with Sarbanes-Oxley Act, Government Auditing Standards, and Single Audit Act requirements

Like-kind Exchanges in Real Estate Transactions

Available Until

On-Demand Only

2.00 Credits

Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy. These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability. These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.