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!
Accounting for Digital Assets under US GAAP, Part I
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Webcast Only
1.00 Credits
Brief overview of digital assets. How to account for investments in crypto assets, like bitcoin. How to account for the receipt of digital assets when received as consideration from a contract with a customer. How to apply the intangible asset accounting model to holdings of digital assets. How to account for the sale of digital assets. Factors that custodians or depositors of digital assets may consider to determine when to recognize ownership of digital assets.
Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive
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Webcast Only
1.00 Credits
Culture's driving force Shared vision and purpose Employee engagement Communication Platforms and tools Process and rhythm to execute
Ethics With A Dash of Courage
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Webcast Only
2.00 Credits
The Value of a Courageous Culture and courageous decision-making models Challenges to creating a culture of courage Communicating your courageous culture How/When to speak up? Career-ending vs teachable moment? Supporting courageous decisions Communicating courage The Journey to Leading with Courage - Building a personal action plan
Latest Fraud Trends - Current Research and Examples
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Webcast Only
2.50 Credits
Understand auditor's responsibilities regarding fraud in an audit Stay ahead of current trends and types of fraud Gain exclusive insights from forensic professionals Learn behaviors and strategies for auditor's consideration of fraud
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
CFO Series - February 2025 Webinar Bundle
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Webcast Only
8.00 Credits
The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: CFO Series: Quality is Free– But How do We Measure the Cost?CPE: 2Field of Study: FinanceDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, February 7, 11:00 amDescription: Customers demand quality. We expect quality in what we do and in what we consume. In 1985, Philip Crosby told us that quality is free. We will examine Crosby's statement and look at the four aspects of the cost of quality - prevention, appraisal, internal failure, and external failure. What are the true costs associated with each of these elements? How can we determine how each aspect can be measured? We will test the adage that an ounce of prevention is worth a pound of cure to see if this 16:1 relationship holds true. Quality matters, and we need to know how to evaluate the true cost of quality and what the value is. Week 2: CFO Series: Recognizing Lies: How to Detect and Prevent?CPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Don Minges, MBADate: Friday, February 14, 11:00 amDescription: Trust is the glue that binds all relationships. Regardless, humans tell lies; a cruel fact. Every lie undermines trust and damages productivity. What signals indicate lies? How can you properly interpret the cues? How can you protect yourself from lies? This class will discuss how to discern lies effectively. Do not be taken advantage of. Learn an established and proven process to uncover the truth. Week 3: CFO Series: Proven Methods to Detect and Prevent Fraud CPE: 2Field of Study: AuditingDiscussion Leader: Rob Berry, CPADate: Friday, February 21, 11:00 amDescription: Fraud impacts over 80% of all organizations, costing over $10 billion annually. Do you aim to fortify your organization, or your client's, against fraud risks? This seminar will address how to instill a robust anti-fraud culture and give you the tools needed to proactively prevent, detect, and manage fraudulent activities. Prevention is vital for success. Do not wait to protect the organization Week 4: CFO Series: Re-inventing the Modern CFO: How to Adapt?CPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Bob Mims, CPADate: Friday, February 28, 11:00 amDescription: The role of today's financial leader, including CFOs, transcends traditional financial stewardship; it demands agility, innovation, crisis management, and strategic foresight. This seminar will discuss the new, multifaceted skills and insights needed to excel in the dynamic role of modern finance. Through a blend of theory, case studies, and practical exercises, participants will explore the diverse roles of today's CFO as innovation champions, technology evangelists, leaders, and change agents, leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will give you the essential tools and insights to navigate the newer demands of financial managers with confidence and competence.
CFO Series: Quality is Free- But How do We Measure the Cost?
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:What do we mean by quality?Why does quality pay off?Total quality management, including lean and six sigma.The four elements of the cost of quality.Practical prevention activities.The necessity of appraisal and why quality cannot be inspected into a process.Sources of internal failure and other sources you may not have considered.External failure and the hidden costs of 'shortcuts'.Creating an effective and actionable cost of quality report.
Preparing Mistake Free Financial Statements: Government 2024
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Webcast Only
2.00 Credits
• Transmittal and MD&A • Restricted Net Position—Fund Financial Statements to Government-Wide Financial Statements • Classification of Fund Balance under GASB 54 • Special Revenue Funds • Notes Disclosures • Component Units • Fund Balance • Revenue Stabilization Arrangements • Internal Service Funds • Fiduciary Fund Reporting
Ethics: Critical Thinking, Case Studies and Fraud
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Webcast Only
4.00 Credits
AICPA Code of Professional Conduct CPA responsibilities and AU-C 315 The new AICPA Ethics Codification Disciplinary cases and actions CPA Vision Seminal events The impact of ethical and unethical conduct on our profession
Cryptocurrency 15 Years Later - A Market Update
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:Update on the cryptocurrency marketplaceCryptocurrency exchanges - the good, the bad and the uglyOverview of cryptocurrency taxation regulationsThe technology behind cryptocurrency - Proof of stake, Layer 2, wallets and moreBlockchain technology update
AI Privacy, Security, and Compliance Masterclass
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Introduction: What is AI Security, Privacy and Compliance (AISPC)?Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for AccountantsAISPC Policy Best PracticesKey Tactical Questions for Addressing Data Security and PrivacyOpenAI and Compliance with Government RegulationsOpenAI and Two-Factor AuthenticationOther OpenAI Security, Privacy and Compliance ConsiderationsBest Practices for Secure Data Sharing with GPT How to Create a GenAI and ChatGPT Usage Policy for Your OperationsGeneral AI Policy Do’s and Don’tsAI Copyright Compliance & Protection GuideDeepfakes and Synthetic Media: A New Frontier for Fraud and MisinformationFrom Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and EthicsKey Takeaways
Behind the Curtain: Exploring IRS Audit Technique Guides
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries
Corporate Transparency Act Developments
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Introduction to Single Audit
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Webcast Only
2.00 Credits
Uniform Guidance Internal Controls over Compliance Reporting
Mind the Gap: Embrace Generational Diversity, Maximize Talent
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Webcast Only
1.50 Credits
Review of the forces and factors creating each of the generations Description of each generation's strengths, weaknesses, likes, dislikes, and values Discussion of each generation's desired methods of: working, learning, leadership and communication
ChatGPT Vision for Financial Analysis
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.
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
Navigating the AI Landscape?: An Introduction to Generative AI and ChatGPT for Accounting Professionals?
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Webcast Only
1.50 Credits
Practical examples of productivity improvements using ChatGPT Live demonstration of ChatGPT
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
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