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!
Surgent's Excel Shortcuts for Accountants
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Webcast Only
2.00 Credits
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
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
Surgent's Engagement and Client Retention Best Practices
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Webcast Only
2.00 Credits
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
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!
Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment
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Webcast Only
2.00 Credits
An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance An overview of sexual harassment and workplace retaliation The supervisor’s (or manager’s) role in preventing harassment and in reducing the company’s potential liability through good faith efforts at compliance Review a compliant procedure for handling harassment concerns
Surgent's 2024 Tax Update for Client Advisory Services
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Webcast Only
4.00 Credits
Common tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
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Webcast Only
4.00 Credits
AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Surgent's Contract Law for Accounting and Finance Professionals
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Webcast Only
2.00 Credits
Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation
Surgent's Controllership Skills Update - Budgeting, Forecasting, and Big Data
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Webcast Only
2.00 Credits
Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards
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 Implementing Subscription Pricing to Your Practice
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Webcast Only
2.00 Credits
The basics of subscription pricing Pricing strategies, with an eye toward a modern model for your business How to implement subscription pricing The need to look back and assess the financial impact of the implementation How to manage customer retention The optimum subscription pricing for your business
Risk Assessment Under SAS No. 145
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Webcast Only
2.00 Credits
Risk assessment under SAS No. 145 Overview of the steps to perform during risk assessment Testing the design, implementation, and operating effectiveness of controls New concepts due to the issuance of SAS No. 145
World Class Cost Accounting: A Practical Application 2024
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Webcast Only
8.00 Credits
• Tracing direct costs to products • Substantially reduce MFG overhead • Embed ABC in MFG cost systems
Surgent's Use the Data Model to Build More Powerful PivotTables
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Webcast Only
2.00 Credits
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
How AI is Automating Internal Control
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Webcast Only
4.00 Credits
The topics discussed in this session include: An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Use of technology in an audit of financial statements - Risk Assessment
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Webcast Only
2.00 Credits
Commonly reported barriers to adopting technology and overcoming them Illustrating where technology can improve the audit process Using technology to increase the efficiency and effectiveness of your risk assessment process
Surgent's Management Fundamentals
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Webcast Only
4.00 Credits
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Ethics and Civility in the Workplace
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:What is civility and how it is tied to the bottom line?Principles of CivilityGiving the Benefit of the DoubtInclusivityCommunication Review of ethical values and principles with an emphasis on:RespectCourageCompassionHonor Accountability
CFO Series: Design Incentive Compensation Plans That Work!
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:What are incentive plans really trying to achieve?Types of incentive plans commonly found.What are the advantages and disadvantages of each?What makes a plan work or fail.Compensation methods – stock, options, cash, etc.Specific issues in design – the unequal challenge, upper and lower limits, and tying to objectives.How to test a plan to ensure that it will work.
Winning the Fraud Battle in the Digital Age: Prevention and Detection
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Webcast Only
8.00 Credits
The price of fraud - ACFE's Report to the Nations and ancillary costs, The current economy - microeconomics and analysis, COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments), Power of morale - shrinking the fraud triangle and employee motivation, Deviant workplace behavior, Historic schemes, Why good folks go bad - interesting findings and red flags, Combating fraud with controls, Controls used by fraud victim organizations and suggestions for better implementation, Fraud's new frontier, Corporate social, environmental, governance, and equity/inclusion reports and audits