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CPE Catalog & Events

Join us for this year's classes

CPE & Event Classes

MTCPA offers thousands of live and online courses to support your professional development. Our goal is to strengthen your knowledge and help you achieve even greater success.

Most MTCPA courses are offered in both LIVE (In-Person) and VIRTUAL formats—MTCPA Webcasts (in-house) or Webinars (other providers).

Looking for flexibility? Explore Anytime CPE, our on-demand learning platform. Choose individual courses or an all-access subscription to our full Anytime library. Click the Anytime CPE tab below to get started!

Courses are listed by format. Be sure to choose the correct tab below to view and register for the class you want.

In-Person 3 MTCPA Webcasts 8 Webinars 3830 Chapter Events 2 All 3843 Anytime CPE 84

Showing 41-60 of 3843 Results (Page 3 of 193)

Fraud—How to Find, How to Prevent 26-27

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Webcast Only

4.00 Credits

Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips

Four Most Overlooked Business Risks: Preparing for the Future 26-27

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Webcast Only

8.00 Credits

Systemic Risk Strategic Risk Culture Risk Management Continuity Risk

Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information

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Webcast Only

2.00 Credits

CPA responsibilities for client data Understanding the risks while traveling Legal and regulatory landscape CPA-specific considerations Data protection techniques and tools Policy and technical safeguards Pre- and post-travel protocols Employee education and compliance

Surgent's Understanding Non-Compete Agreements

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Webcast Only

2.00 Credits

Review of the current legal and regulatory framework surrounding non-compete agreements Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements

Surgent's Unique Tax Attributes of Different Entity Types

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Webcast Only

2.00 Credits

Considerations for a small business owner Self-employment taxes Guaranteed payments to partners QBI deductions: Section 199A Built-in gains tax: S corporations Excess passive income tax: S corporations PTE elections: S corporations and partnerships Taxation of fringe benefits: S corporations Double taxation of C corporation dividends Taxation of limited liability companies Which entity to choose?

Controller Series: Insightful Financial Analysis

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Webcast Only

1.00 Credits

Reasons why it's so difficult to provide an "insightful" financial analysis What is the definition of a financial analysis The six steps of a financial analysis Key takeaways

Surgent’s Weekly Expert Hour

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Webcast Only

1.00 Credits

Each week’s topics will change based on the most critical issues affecting financial professionals

Surgent's Data Analytics for Accountants and Financial Managers

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Webcast Only

2.00 Credits

Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration Lists of readings and next-level software for a participant’s future reference

Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success

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Webcast Only

4.00 Credits

The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans

Surgent's Tax Planning for Rental Real Estate

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Webcast Only

4.00 Credits

Rental activities and passive activities Material participation Real estate professional status Active participation status Depreciation recapture – Sections 1245, 1250, and 291 Vacation homes rented out QBI deduction and rental properties Section 1237 safe harbor for divided parcel sales Practitioner considerations

Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025

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Webcast Only

2.00 Credits

Purpose and organization of Schedule 1-A, Form 1040 Taxpayers who can use Schedule 1-A The relationship of Form 1040 and Schedule 1-A Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A The tip deduction, calculated on Part II, Schedule 1-A The overtime deduction, calculated on Part III, Schedule 1-A The car loan interest deduction, calculated on Part IV, Schedule 1-A The senior deduction, calculated on Part V, Schedule s1-A Phase-outs at higher levels of income

Surgent's Social Security: Dispelling Common Myths with Essential Truths

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Webcast Only

2.00 Credits

Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!

CFO Series: Execute Your Strategy: Turn Plans into Results

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:The strategy-execution gap; common reasons why most strategic plans failWhy should financial planning lead strategy?Evaluating the lifespan and relevance of your strategic planBuilding your strategy to include risk managementBuilding an adaptive, finance-focused strategic approachWhat we should learn from the rise and fall of major companiesHow to align financial metrics with strategy

Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times

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Webcast Only

2.00 Credits

Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors

Surgent's Excel: Mastering PivotTables

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Webcast Only

2.00 Credits

Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel

Surgent's Lessons Learned from Successful Companies

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Webcast Only

2.00 Credits

Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success

Surgent's Excel Budgeting Ideas

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Webcast Only

2.00 Credits

Set up an in-cell drop-down list of budget methods  Change the calculations in the cells based on the selected budget method  Use names in worksheets

Surgent's Tax and Advisory with Agentic AI

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Webcast Only

2.00 Credits

Agent use in transfer pricing, tax compliance automation, and M&A due diligence Examples of agent deployment in global accounting firms Regulatory frameworks Governance and controls for autonomous tax tools Strategic advisory with agent-based scenario planning

Crypto Tax Changes & Updates for Practitioners in 2026

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Webcast Only

1.00 Credits

Ethics in the World of AI: An Accountant's Guide to Managing the Risks

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Webcast Only

2.00 Credits

Business uses of AI Nine risk areas of AI Three ethical frameworks Risk mitigation strategies