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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 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!

Showing 1294 All Results

Surgent's Time Management for Professionals

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Webcast Only

2.00 Credits

Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan

New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes

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Webcast Only

1.00 Credits

· Quality management · Peer review · Audits · Remediation · Monitoring

The Crucial Connection - Why You Should Care About Your Client's System of Internal Control

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Webcast Only

1.50 Credits

The audit risk model Key steps in understanding and evaluating your client's system of internal control Learn how to identify IT applications and IT controls relevant to the audit Apply risk assessment requirements to less complex entities Examples of risks arising from the use of IT and general IT controls

Surgent's Critical Conversations

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Webcast Only

2.00 Credits

High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent  The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding  Building confidence in conducting a Critical Conversation 

Forensic Accounting: Finding Hidden Treasure in Tax Returns

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Webcast Only

4.00 Credits

The major topics that will be covered in this course include:The rules of IRS disclosure of tax informationUnderstanding the role of IRS transcriptsInterpreting the actions of the IRS in transcriptsFOIA requestsAnalyzing tax information and returns for financial leads

Surgent's Representing a Client in an IRS Audit

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Webcast Only

3.00 Credits

Substantially increased IRS funding provided by the Inflation Reduction Act IRS test program in 2024 to determine if it should prepare tax returns Using improved data and analytics to tailor timely collections contacts Auditing large corporations and partnerships Audits of high income and high net worth individuals Information Document Requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen: roadmap to IRS audit issues

Build Better Budgets: Fundamental Techniques

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting

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

ChatGPT Bootcamp for CPAs with John Higgins

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Webcast Only

4.00 Credits

The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business

CFO Series: Beyond the Boardroom Best Governance Practices

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:Accountability in the workplace.Leadership, governance and ESG (Environmental, Social and Governance).The role of the Board in governance.Setting ethical standards.The keys to true governance best practices.Practical applications in smaller organizations.

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

Money Laundering 101 for CPAs

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Webcast Only

4.00 Credits

The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios

Ethics: What a CPA in Business & Industry Needs to Know

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Webcast Only

2.00 Credits

Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business

Ethics of AI: A CPA's Guide

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Webcast Only

2.00 Credits

The major subjects that will be covered in this course include:A primer on AI technology applications in the accounting professionEthical dilemmas that originate from the use of AI by CPAsPractical guidelines for using AI technology ethicallyStep by step guide for creating an AI usage policy for your organizationReview of a variety of reference materials to assist you in using AI ethically

Common Financial Statement Disclosures

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Webcast Only

2.00 Credits

The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements

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

Surgent's Perplexing Financial and Economic Issues for the CFO/Controller

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Webcast Only

8.00 Credits

Regulatory, fiscal, and monetary policies impact on the organization Dodd-Frank Bill and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate

Controller Series: Communicating for Connections with Coworkers, Customers, and Stakeholders

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Webcast Only

1.00 Credits

What are the three types of misconceptions of communication? What are the different types of personality styles in the workplace? Recognize how to communicate with the different types of personality styles effectively Key takeaways

Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations

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Webcast Only

2.00 Credits

Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations

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