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.
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!
K2's 2023 Microsoft 365/Office 365 - All The Things You Need To Know
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Webcast Only
8.00 Credits
Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
Principles of Collaboration: Weigh in to the Buy In
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Webcast Only
1.00 Credits
Collaboration - Why it matters now Definition of collaboration How to Facilitate Collaboration Collaboration Techniques Examples of Collaboration
Quick Confidence with Alteryx: A CPAs
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Webcast Only
1.00 Credits
• Alteryx terminology • The complimentary relationship between Alteryx and Excel • Importing data into Alteryx: an introduction to the Input Data Tool • The Select Records Tool • The Dynamic Rename Tool • The Output Data Tool
Fraud Basics: Protecting the Company Till
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Webcast Only
4.00 Credits
Fraud's cost: ACFE's Report to the Nations; Ancillary costs, Current economy: Microeconomics; Analyses, COSO's Internal Control Framework: Principle #1 - Integrity/Ethics; Principle #8 - Fraud Risk Assessment, Power of morale: Shrink the fraud triangle; Motivation, Why good folks go bad: What studies indicate; Five interesting findings; Red flags
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
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Webcast Only
1.00 Credits
Technology Cybersecurity
Preparing for & Conducting Discharge Meetings
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Webcast Only
1.20 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
When Leadership Fails
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Webcast Only
2.00 Credits
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
K2's 2022 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan
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Webcast Only
2.00 Credits
Understand the need for protecting client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice
The Corporate Transparency Act - What You Need to Know to Protect Your Client
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Webcast Only
2.00 Credits
Identify the applicability of the Corporate Transparency Act to an advisor’s clients Understanding which entities are now required to disclose owner information Understand the reporting requirements of the Corporate Transparency Act Understanding what entities are subject to the exceptions to the Corporate Trenchancy Act Understanding the penalties for noncompliance Understanding the final rules and regulations that were recently established
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
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Webcast Only
2.00 Credits
Treasury Circular 230 for EAs and Other Tax Preparers
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Webcast Only
2.20 Credits
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Mastering The Three Pillars of Cybersecurity: Team & Compliance
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Webcast Only
1.00 Credits
Technology Cybersecurity
K2'S 2022 Supercharging Your Spreadsheet Collaboration
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Webcast Only
1.00 Credits
Collaboration methods using Microsoft Office and Microsoft 365 Ways to track changes to sheets and compare different versions of a file Tools for sharing and responding to comments among a team from within a file
Providing Ethical Leadership: Learning to be the Best Version of Yourself
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Webcast Only
1.20 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.
What Does Fraud Look Like?
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Webcast Only
2.00 Credits
Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there
K2's 2023 Ripped From The Headlines
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Webcast Only
2.00 Credits
Malware, ransomware, data breach, and incident response tips Internal control failures that resulted in the theft of assets or unauthorized manipulation of data User authentication and security awareness training
Cash Management Skills: Strategies for Long-Term Success
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Webcast Only
2.00 Credits
Understand how much cash your organization will need Where will you get cash? Set cash management policy Prevent cash management surprises
Lessee and Lessor Accounting
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Webcast Only
2.00 Credits
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Auditing Financial Statements of ERISA Plans
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Webcast Only
4.00 Credits
Auditing the statement of net assets available for benefits Types and classification of common plan investments Plan investment audit procedures based upon type of audit and risk assessment Auditing the statement of changes in net assets available for benefits Audit procedures at the participant level required for investment gains (or losses), contributions, and benefit payments or withdrawals Presentation and disclosure requirements in accordance with GAAP
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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Webcast Only
1.00 Credits
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing