CPE Catalog & Events
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!
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
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Webcast Only
2.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Progressive Management Accounting
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Webcast Only
2.00 Credits
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
Business Intelligence (BI) and Business Analytics (BA)
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Webcast Only
2.00 Credits
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
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Webcast Only
2.00 Credits
How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment
Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change
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Webcast Only
2.00 Credits
Learn the power of flexibility and adaptability Manage daily changes and stressors Avoid burnout and achieve work-life balance
Surgent's Unconscious Bias for Managers, Supervisors, and Executives
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Webcast Only
2.00 Credits
Unconscious bias, including the five defining characteristics of unconscious bias The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers The concept of microaggressions, with examples An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the “oops, did I just say that?” section.
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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Webcast Only
2.00 Credits
529 to Roth: who, what, when, and how SECURE Act 1.0 and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax
Microsoft 365 Copilot - Get Ready to Boost Your Productivity
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:Explore the nature of generative AI and how Microsoft is harnessing it in the Microsoft 365 ecosystemHow Copilot will help you compose emails and email responses and automate the management of your email organizationHow Copilot will assist you in composing documents and reports that more effectively convey your information and message with less effortHow Copilot will assist you in creating more engaging PowerPoint presentations with easeSteps you can do to prepare your firm or business to take full advantage of the Copilot AI technology.
Avoiding Budget People Issues: Managing Budgeting's Soft Side
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Webcast Only
2.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Inventory Accounting GAAP, Software and Recognizing Variances
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Webcast Only
2.00 Credits
Inventory accounting GAAP Methods for dealing with variances
Benford's Law and Other Digital Analysis Techniques
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Webcast Only
1.80 Credits
Benford’s Law Digital Analysis Data analytics
K2's 2023 Ten Must Know Features In Excel
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Webcast Only
2.00 Credits
How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits
Managing Your Money in Retirement
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Webcast Only
3.00 Credits
Social Security Retirement Asset allocation Fraud
Performance Targets That Deliver Results Without Burnout
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Webcast Only
1.20 Credits
Performance target design Target testing
Contract and Procurement Fraud
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Webcast Only
2.00 Credits
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
K2's 2023 The Digital Home
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Webcast Only
2.00 Credits
Configuring your router and network to make it more secure Review online services to help your family share information and stay in touch Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are “ready for prime time” and which ones you should skip
Fraud Risk Management
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Webcast Only
2.00 Credits
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
K2'S 2023 Top Ten Outlook Tips
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Webcast Only
2.00 Credits
Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards Store emails in better places so you can reference them faster Stop typing and use templates instead
K2's 2023 Understanding Your Ransomware Risk
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Webcast Only
1.00 Credits
Trends in ransomware attacks Best practices for minimizing ransomware risk
ProActive Response Group De-Escalation Training
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Webcast Only
1.20 Credits
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment