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!
2025 Spring Tax Rewind
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Webcast Only
2.00 Credits
Proposed tax law changes and fundamental tax reform discussions Tax practice and procedures, best practices and reminders Recent changes to IRS regulations and other guidance
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
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
The Ethics Hour: Ethics in the Real World
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Webcast Only
1.00 Credits
The difficult trade-offs in making choices Functioning in the ‘gray’ areas The value of trust Consequences of ‘short-term it-is’ How lack of accountability can lead to ethical issues
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
Protecting Digital Data - More Important Now Than Ever Before
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Webcast Only
4.00 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
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
CFO Series: Better Management Reports Clear + Simple =Great!
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Why do most managers not understand financial reports?The mistakes users make and the mistakes the accountants make.Steps to take to correct the issues.What do managers need from their reports?The step-by-step process to build reports to give them vital information.How to learn what your users want.Alternative methods to present reports.Systems and software could be helpful.Examples of great reports.What works and what does not work well?Crafting the report to suit your audience.The benefit of and necessity of an annual review.
Prevention & Detection of Fraud In Small Businesses
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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
Planning in an Uncertain World
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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
Next Steps Series - Greatness: Building a Productive, Resilient Workforce
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Webcast Only
1.00 Credits
Hiring the "best fit" for tough jobs at all levels Cloning your top performers Motivating and managing for the long term Feedback for all generations How to manage millennials High performers The employee/employer relationship Core values highly regarded by all generations
Cutting-Edge Estate and Financial Planning Trends of 2025
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Webcast Only
8.00 Credits
Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.
Key Financial and Economic Issues Facing the Financial Executive
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Webcast Only
1.00 Credits
Understanding the current economic issues for the CFO/Controller to include: Strategic, operational planning and risk management Regulatory, Fiscal and Monetary policies impact on the organization Managing the finances of the organization during periods of rapid changes Managing risk in an uncertain economic climate
Business Case for Designing an Experience-Led Organization
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Webcast Only
3.00 Credits
Customer Experience as Next-Generation Branding Employee Experience as the Future of Work Cultural analytics and culture management
Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Webcast Only
2.00 Credits
Discuss how productivity strategies may improve work-life balance, Understand the state tax consequences that may arise when working from home, Identify and discuss challenges unique to financial professionals, Review how some organizations are providing support to improve work-life balance, Explore the role of alternative work arrangements, Examine challenges unique to auditors versus tax professionals, A comparison of work-life balance between public and industry accountants, How work-family conflict varies among financial professionals, Recommendations for improving work-life balance
CFO Series: Crisis Management - Navigate the Storms Safely!
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:The need for crisis management and business continuity plans.Risk assessment and identification.How to develop a crisis management framework.Crisis communication strategies.Business continuity planning essentials.Keys to crisis leadership and decision making in a crisis.
K2's An Accountant's Guide To Blockchain And Cryptocurrency
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Webcast Only
4.00 Credits
Understanding the fundamental tenets of blockchain technology, Examples of applied applications of blockchain technology, Identifying leading cryptocurrencies available today, Understanding risks associated with cryptocurrencies
Understanding the Basic Techniques of Financial Planning
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Webcast Only
8.00 Credits
A comprehensive review of the entire financial planning process. Equipping participants to assist clients in developing practical and functional budgets. Optimizing the utilization of a client's assets for maximum financial benefit. Navigating the complexities of risk and reward evaluation, aligned with a client's investment horizon. Proficiency in assessing a client's propensity for risk-taking. Tackling challenges inherent in measuring a client's risk tolerance. Exploring psychological factors that influence risk behavior. Mastering fundamental investment and portfolio management principles. Unveiling the significance of a strategic asset allocation policy within a financial plan. Addressing regulation and registration considerations for investment advisors. Understanding the strategic deployment of personal financial statements. Setting the stage for participants to become effective financial service professionals. Exploring the cooperative approach to financial planning. Gleaning insights from ten key steps for success as a financial planner.
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
K2's Artificial Intelligence For Accounting And Financial Professionals
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Webcast Only
4.00 Credits
Exploring AI applications in accounting and finance, Understanding AI features in everyday tools, Embracing the future: AI's impact on finance and accounting