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!
Become Rich Without Selling Your Soul
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Webcast Only
4.00 Credits
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
K2's 2023 CPA Firm Update
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Webcast Only
2.00 Credits
Software products by service lines Innovation and automation tools Specific technology stacks to improve productivity and profitability
Aligning Analytics to COSO's Fraud Risk Management Principles
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Webcast Only
1.00 Credits
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
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
Buying, Selling, or Gifting a Business Creatively
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Webcast Only
2.00 Credits
Integrated Planning Techniques (Estate, Financial, and Asset Protection) Needs of the Business Owner Business Continuation Consideration Succession Planning Issues - Tax and Non-Tax Dealing with the Owner Integration of Retirement Needs “Buy-Sell Agreement” Issues Liquidity Issues
K2's 2023 Accounting Solutions And Add-Ons For Small Businesses
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Webcast Only
2.00 Credits
Overview of small business accounting solutions Strengths and shortfalls of various accounting and add-on solutions
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
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Webcast Only
1.00 Credits
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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Webcast Only
1.00 Credits
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Webcast Only
1.00 Credits
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Employee Retention: A New Way of Thinking
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Webcast Only
1.20 Credits
Employee Relations Leadership
Performance Targets That Deliver Results Without Burnout
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Webcast Only
1.20 Credits
Performance target design Target testing
K2's 2023 Tech Update
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Webcast Only
2.00 Credits
Communication and collaboration tools Key products to consider for implementation Emerging technology in accounting automation, metaverse, and blockchain
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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Webcast Only
2.00 Credits
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Speaking For Impact
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Webcast Only
4.00 Credits
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
10 Ways to Create Delighted Clients and More Referrals
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Webcast Only
4.00 Credits
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • 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 Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
K2's 2023 Excel PivotTables for Accountants
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Webcast Only
8.00 Credits
Creating PivotTable Reports PivotTables using grouping techniques Data Models Consolidation PivotTables Power Pivot and Slicers GETPIVOTDATA function
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
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
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Webcast Only
1.00 Credits
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
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Webcast Only
1.00 Credits
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples