CPE Catalog & Events
CPE & Event Classes
MTCPA offers thousands of live and online courses to support your professional development. Our goal is to strengthen your knowledge and help you achieve even greater success.
Most MTCPA courses are offered in both LIVE (In-Person) and VIRTUAL formats—MTCPA Webcasts (in-house) or Webinars (other providers).
Looking for flexibility? Explore Anytime CPE, our on-demand learning platform. Choose individual courses or an all-access subscription to our full Anytime library. Click the Anytime CPE tab below to get started!
Courses are listed by format. Be sure to choose the correct tab below to view and register for the class you want.
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
Available Until
On-Demand Only
4.00 Credits
The main topics that will be covered in this class include: Purpose of Financial Statement Analysis Comparing Actuals vs. Expectations & Benchmarking Case Studies 1 & 2 Ratio Analysis Case Study 3 Analysis of Statement of Cash Flows Case Studies 4 & 5 Other Uses of Ratios
The 10 Must Know Excel Features
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this class include: Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively. Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis. XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease. SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations. SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting. Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations. Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records. Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data. Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive. PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.
Think AI-First and Future-Proof Your Firm
Available Until
On-Demand Only
1.00 Credits
How AI-first firms will dominate the next 2-5 years Why AI isn't replacing CPAs and making the best one stronger How to use AI to track leadership patterns, test decisions and scale advisory The exact AI prompts top firms use for strategy, pricing and client insights How to turn messy firm data into structured, actionable intelligence How to develop AI-first instincts in real-time
Turning Tax Tech into Leadership Opportunity
Available Until
On-Demand Only
1.00 Credits
How to recognize and reframe inefficiency as an opportunity for leadership Why digital champions often lead from the middle not the corner office How to pilot tax technology like K1x and build firm-wide buy-in How to translate staff wins into ROI that parners can't ignore Change management strategies that make new technology stick Why culture, not code, defines long-term success