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 Mastering Advanced Excel Functions
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Webcast Only
4.00 Credits
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Webcast Only
4.00 Credits
5-step process for recognizing revenue
Individual Federal Tax Update - Navigating the Current Tax Landscape
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Webcast Only
8.00 Credits
In-depth exploration of crucial IRC Sections. Thorough assessment of recent changes and updates in individual income taxation. Unveiling new credits, deductions, and tax relief opportunities. Addressing complex income issues. Analyzing income and exclusions related to specific tax scenarios. Comprehensive examination of itemized deduction intricacies. Navigating health-related considerations. Maximizing benefits from tax incentives and deductions. Grasping the implications of recent regulatory shifts. Delving into specific tax planning strategies.
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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Webcast Only
1.00 Credits
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Webcast Only
1.00 Credits
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
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Webcast Only
1.00 Credits
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
Unique Audit Considerations in Defined Benefit Plans, Health and Welfare Plans and ESOPS
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Webcast Only
1.00 Credits
Accounting for and reporting on defined benefit pension and health and welfare plans Unique audit considerations for ESOPs Using the work of a specialist
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
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Webcast Only
1.00 Credits
Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Webcast Only
1.00 Credits
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
Re-Defining the Face of Finance -- How to Be Future-Ready
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Webcast Only
2.00 Credits
Future of finance Transformation of the profession Drivers of change Digital transformation Evolving workplace Changing roles Sustainability and ESG Business partnering
K2's 2023 Accessing And Managing Data In Excel
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Webcast Only
4.00 Credits
Using Power Query to link data into Excel Manipulating Excel data with data transformations Creating data models using Power Query Examples of common and useful transformations
Take Your PowerPoint From Mess to Success
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Webcast Only
1.00 Credits
Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts
2024 Resolving Ethical Dilemmas-You Make the Call
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Webcast Only
1.50 Credits
Ethical frameworks Threats and safeguards to objectivity and independence
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room
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Webcast Only
1.50 Credits
Public speaking Presentation Skills Communication Leadership
2024 I want the TRUTH: Preparing to be an Expert Witness
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Webcast Only
2.00 Credits
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
K2's 2023 Microsoft Teams
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Webcast Only
4.00 Credits
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
Business Federal Tax Update - Navigating the Current Tax Landscape
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Webcast Only
8.00 Credits
Thorough exploration of essential IRC Sections pertinent to business income taxation. Comprehensive assessment of recent changes and updates in business taxation. Examination of business changes arising from significant legislative updates. Analysis of pertinent tax code sections, including Section 199A. Addressing tax considerations for various business schedules (C, F, and E). Navigating partnership, corporation, and LLC taxation issues. Unpacking the complexities of COVID-19-related subsidies and their tax implications. Interaction of Code Section 461(l) with Section 382 and carryover rules. Understanding defaulted loans, bankruptcy implications, and their tax treatment. Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation. Special rules governing the business use of a home. Reporting requirements for converting personal use property to business use.
Creating A Coaching Culture in Your Company
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Webcast Only
3.00 Credits
What is and is Not Coaching Definition of Culture and a Coaching Culture Historical and Current Views of Coaching Coaching Competencies Solution Focused Coaching Framework Coaching Culture Framework Coaching Results Measuring Success of Coaching
Thanks for the Feedback - Lessons in Giving and Receiving Feedback
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Webcast Only
1.00 Credits
Definition of feedback Types of feedback Emotions triggered by feedback Barriers to feedback How to be comfortable with being uncomfortable Blind spots SBI Method
401(k) Audit Basics, Part 3 - Distribution Testing, Investments and Audit Wrap-up
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Webcast Only
2.00 Credits
Plan distributions and benefit payments Investments and related disclosures ERISA Section 103(a)(3)(C) audits Audit wrap-up