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 2022 Data Analytics for Accountants and Auditors
-
Webcast Only
4.00 Credits
Excel as a data analysis tool Excel add-ins Microsoft’s Power BI application
Diversity, Inclusion, Equity & Belonging
-
Webcast Only
1.00 Credits
Why should I be thinking about inclusion? Does racism impact my workplace at all? Where might I be vulnerable and unaware?
Organizational Effectiveness and Communication
-
Webcast Only
1.00 Credits
Communication
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT
-
Webcast Only
2.00 Credits
AI and ChatGPT Machine learning & predictive transaction tagging Profiles of an improper or corrupt vendor payment Data Sharing Consortium and Split Learning Techniques Cryptocurrency trends and applications from an accountant's perspective
Build Your Personal Net Worth
-
Webcast Only
2.00 Credits
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
-
Webcast Only
2.00 Credits
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
Communication Miracles At Work and In Life - Part 1
-
Webcast Only
4.00 Credits
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
-
Webcast Only
8.00 Credits
Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology
The ABCs of Advisory Services
-
Webcast Only
2.00 Credits
Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients
-
Webcast Only
2.00 Credits
Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election How to calculate the DSUE amount Making the portability election Who can and cannot elect portability Review the requirements for completing form 706 when electing portability Making a late election and IRS Section 9100 relief How to opt-out of the election and hazards of not making the election for the client and practitioner Determining the “last deceased spouse” for making the election IRS examination issues when making the election Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes Use of QTIPs and QDOTs A look at state death tax issues
Mastering The Three Pillars of Cybersecurity: Team & Compliance
-
Webcast Only
1.00 Credits
Technology Cybersecurity
Organizational Effectiveness and Communication
-
Webcast Only
1.00 Credits
Communication
Cash Management Skills: Strategies for Long-Term Success
-
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
Ethical Leadership: Power, Influence, Integrity, and Trust
-
Webcast Only
2.00 Credits
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
K2's 2022's Biggest Security And Privacy Concerns
-
Webcast Only
4.60 Credits
Information Technology Cyber Security
K2'S 2022 How To Run Microsoft Office From The Cloud
-
Webcast Only
1.00 Credits
How to acquire and access Cloud-based Microsoft Office tools The relative strengths and limitations of Cloud-based services compared to their desktop counterparts Data storage requirements and options Cloud-based options available from Zoho and Google
Anti-Bullying and Sensitivity
-
Webcast Only
1.00 Credits
Taking credit for someone else’s work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?
Accommodation Requests - Substance Abuse - Contagious Infections
-
Webcast Only
1.00 Credits
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
Cash Conversion Cycle: Tool and Techniques
-
Webcast Only
2.00 Credits
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
Cash Management - Day to Day Best Practices
-
Webcast Only
2.00 Credits
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls