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!
K2's 2023 Ten Must Know Features In Excel
-
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
AI Privacy, Security, and Compliance Masterclass
-
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
Thanks for the Feedback - Lessons in Giving and Receiving Feedback
-
Webcast Only
1.00 Credits
Definition of feedback Types of feedback Emotions triggered by feedback Barriers to feedback How to be comfortable with being uncomfortable Blind spots SBI Method
Managing the Accounting Department
-
Webcast Only
4.00 Credits
Accounting Leadership Management
The Needed Focus on Cyber-Security
-
Webcast Only
2.00 Credits
The topics discussed in this session include: Understanding cyber. Policies, procedures, and control measures to secure and enhance cyber operations.
CFO Series - March 2025 Webinar Bundle
-
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: Develop a Great Internal Audit Department: How?CPE: 2Field of Study: AuditingDiscussion Leader: Steve Boussom, CPADate: Friday, March 7, 11:00 amDescription: What can we do and how can we make our Internal Audit department better? How does Internal Audit add value? What measurables should we use? What are the key factors to get right? This class will show you how to transform Internal Audit into a profit center. Renowned organizations rotate future leaders through Internal Audit for a reason. Operational and other audits performed with the right processes, procedures, and personnel are key to success throughout the organization. The modern Internal Audit department pays for itself. If you are interested in getting the most bang-for-the-buck from Internal Audit, this seminar will deliver. Week 2: CFO Series: Insurance– How to Manage Your Insurance Program?CPE: 2Field of Study: FinanceDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, March 14, 11:00 amDescription: At its core, insurance is risk management. What insurance does the organization need? What types? What limits should we buy? How large of a deductible should we accept? What is the difference between a deductible and a self-insured retention? What do I need to know about insurance contracts? What should I expect of my insurance broker? What coverage is available and what do I need to buy? Specifically designed for any leader responsible for insurance and risk, the insurance function is critical to the ongoing viability of an organization. We will review a practical approach to managing insurance. Week 3: CFO Series Understand & Mitigate External & Int. Risks- How?CPE: 2Field of Study: AuditingDiscussion Leader: Bob Mims, CPADate: Friday, March 21, 11:00 amDescription: Risk is everywhere, but which risks matter? In the dynamic landscape of modern business, the role of a Chief Financial Officer (CFO) extends far beyond financial management; it encompasses navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, the organization will be exposed to avoidable and onerous risk. This is essential for leaders and organizations that want to survive and thrive. Week 4: CFO Series: AI and Machine Learning: Practical ApplicationsCPE: 2Field of Study: Accounting & AuditingDiscussion Leader: Joe Oringel, MBA, CPA, CIADate: Friday, March 28, 11:00 amDescription: Artificial Intelligence (AI) and Machine Learning (ML) are being deployed in organizations large and small at a rapidly increasing rate. Your organization is likely testing, deploying, and perhaps refining AI-powered applications across a variety of departments and business functions. Why should this matter to accounting, internal audit, finance and cyber professionals? Should our teams be testing and deploying also? How and why AI can be used in accounting and audit? During this interactive session we will demonstrate and describe the differences between chat-based AI search tools and more robust AI-powered applications - e.g., an app to help prioritize and dispatch IT help desk tickets. The session will include example policies for responsible and ethical AI, and resources to help curious professionals learn more about these subjects. These technologies are powerful and quite capable, but they are not without risk. After all, with great power comes great responsibility. These technologies can also be misused (accidentally or intentionally) to destroy value instead of creating it. We also discuss which is the greater risk; a) not using these new technologies, or b) misusing these new technologies. Leading organizations have been using AI and ML. Successful leaders must be aware of the pros and cons and how to properly utilize these tools.
CFO Series: Develop a Great Internal Audit Department: How?
-
Webcast Only
2.00 Credits
The major topics that will be covered in this course include:The six factors required for Internal Audit to deliver value.The most important factor.Implementing Internal Audit guidelines.How to measure value and progress.What distinguishes a good department from a great department.Key skills for excellent Internal Auditors. The proper mindset and goals.Getting and keeping the right staff.How to cost-justify Internal Audit. Making the business case.Effectively communicating with the Board and other leaders.
Are You Running Your Business or is Your Business Running You?
-
Webcast Only
1.50 Credits
Vision: How to get your leadership team 100 percent on the same page with where your organization is going and how it will get there. People: How to get the right people. because you can't achieve your vision unless you have great people helping you do so. Data: How to get laser-focused on the numbers . because the numbers never lie. They give you the pulse on what's happening in your organization at any given time. Issues: How to solve problems. Great organizations have simply become excellent at removing the obstacles that stand in the way of achieving their vision. Processes: How to manage the processes that drive your business forward. When everyone is following the same processes, the workplace becomes more efficient, more effective, and more profitable.
Building Resiliency: The Upside of Stress
-
Webcast Only
1.00 Credits
How your view of stress determines its effect on you Think of stress differently so that it is beneficial rather than harmful The benefits of stress How to cultivate a mindset that embraces stress and activates the brain's natural ability to learn from it
Next Steps Series - Client Needs: Beyond Best Practices in Client and Customer Service
-
Webcast Only
1.00 Credits
Methods for defining the client and what their needs are Setting business strategy to build loyalty The difference between Customer Service and Customer Experience Tactics for building a deeper relationship with clients, including personal branding
2024 Accounting & Auditing Update for Small Businesses
-
Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businessesASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEsAudit standards that small business auditors will need to implement.
Prevention & Detection of Fraud In Small Businesses
-
Webcast Only
4.00 Credits
The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management
CPA to CFO
-
Webcast Only
1.00 Credits
The major topics that will be covered in this course include:The steps necessary to effectively transform a tax or accounting practice into an advisory service.What it means to be a CFO/advisor to small-to-medium sizes businesses.What qualifications are necessary to offer an advisory service.How to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.
Financial Storytelling the Key in Growing Your Organization to the Next Level
-
Webcast Only
2.00 Credits
Communicating financial information in an impactful way Telling more effective stories with your financial data Connecting with your audience through real world examples Interpreting and presenting complex financial information through storytelling skills Unlocking the powerful story hidden within the numbers
Planning in an Uncertain World
-
Webcast Only
2.00 Credits
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
Forensic Accounting: Finding Hidden Treasure in Tax Returns
-
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
Behind the Curtain: Exploring IRS Audit Technique Guides
-
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
Latest Fraud Trends - Current Research and Examples
-
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
Guide Strategy, Attract Investments with Financial Forecasts
-
Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Introduction to Financial Statement ForecastingOverview of the importance and benefits of forecasting for strategic planning and investment attraction.The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends.Analyzing Historical Data: Methods for leveraging past financial data to inform future projections.Incorporating Market Trends: How to integrate market insights into financial forecasts.Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning.Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure
Navigating the AI Landscape?: An Introduction to Generative AI and ChatGPT for Accounting Professionals?
-
Webcast Only
1.50 Credits
Practical examples of productivity improvements using ChatGPT Live demonstration of ChatGPT