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
Analyzing Financial Statements
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this class include: Balance sheet analysis Income statement analysis Cash flow statement analysis Clues in the notes and MD&A Industry nuances
Volume to Value: A New Era of Hiring in Accounting
Available Until
On-Demand Only
1.00 Credits
The major topics that will be covered in this course include: The shift from volume to precision hiring Why firms are moving to targeted, competency-based hiring Talent market impacts and competitive hiring realities AI in recruiting: practical use cases and implications Where AI tools commonly support hiring workflows Benefits and limitations of AI-enabled screening and assessment The skills mismatch in accounting hiring Why critical thinking and professional communication gaps persist Why traditional hiring methods miss these competencies The new competency hierarchy for high performers Defining and prioritizing the competencies that drive results AI ethics awareness and professional judgment in an AI-enabled workplace Assessment methods for precision hiring Structured behavioral interviewing and scoring rubrics Work simulations, case presentations, and client scenarios Using AI-enabled assessments responsibly and consistentlyMetrics and ROI: evaluating successQuality-of-hire measures (performance, ramp time, manager satisfaction)Retention and turnover measuresEfficiency measures (time-to-fill, cost-to-fill) and how to balance themImplementation roadmapA phased approach to adopting precision hiring (foundation ? expansion ? optimization)– Building governance, documentation, and consistency for scalability
AI 101 for CPAs: Core Concepts and Practical Applications
Available Until
On-Demand Only
0.00 Credits
The major topics that will be covered in this course include:ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini workWhat inherent risks are associated with this powerful technologyActionable steps you can take to mitigate the risksPractical examples of how AI can be applied in accounting, auditing, tax, and finance services
ChatGPT and Advanced Accounting Research
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring
ChatGPT and Advanced Financial Analysis for Accountants
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Financial Modeling with ChatGPT Integration Advanced Ratio Analysis Techniques Risk Assessment and Scenario Analysis Valuation Methods and ChatGPT Applications Utilizing Performance Metrics in Financial Analysis Data Analysis and Interpretation with AI Investment Analysis Enhanced by ChatGPT
Corpporate Finance Technology Selecti
Available Until
On-Demand Only
1.00 Credits
The major topics that will be covered in this course include: The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce) Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditability Cutting through vendor claims and AI hype Integration complexity and hidden costs Change management and proving ROI Data quality readiness for AI and automation Risk, security, and governance Vendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates) Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services) Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing Governance Working with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid
Ethical AI Practices for CPAS: Ensuring Responsible Use
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Understanding ethical implications of AI Data privacy and security considerations Compliance with regulations and professional standards Developing ethical AI policies and procedures
Executive Presence, Personal Brand: Structure Your Narrative
Available Until
On-Demand Only
1.00 Credits
The major topics that will be covered in this course include: Components of executive presence Audience-centered elevator pitch structure Professional value proposition framework Structuring a concise executive biography Aligning personal narrative with organizational value Common pitfalls in professional self-presentation Application and refinement exercise
Forensic Accounting: Finding Hidden Treasure in Tax Returns
Available Until
On-Demand Only
4.00 Credits
The major topics that will be covered in this course include: The rules of IRS disclosure of tax information Understanding the role of IRS transcripts Interpreting the actions of the IRS in transcripts FOIA requests Analyzing tax information and returns for financial leads
Generative AI Strategy for Accountants
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include:Evolution and current state of AI technologies in accountingDevelopment of comprehensive AI usage policies and guidelinesImplementation frameworks for integrating AI into accounting workflowsStrategic approaches to AI-driven process automation and optimizationMethods for identifying and capitalizing on AI opportunitiesBest practices for human-AI collaboration in accountingRisk management and ethical considerations for AI implementation
Managerial Accounting: Your Prescription for Better Decisions
Available Until
On-Demand Only
4.00 Credits
The major topics that will be covered in this course include: Target profit and Break-even analysis. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis. Budgeting.
Microsoft Copilot Deep Dive Hands-On Bootcamp for CPAs
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Getting started with Microsoft Copilot Tour of the Copilot app and how to use it Variety of hands-on case study examples for accounting, finance and tax Protecting your data privacy in Microsoft Copilot Advanced Microsoft Copilot features review Integration with Microsoft 365 apps
Navigating IRS Collections: The Collection Process
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Overview of the IRS collection process. Taxpayer rights and the Taxpayer Bill of Rights. Collection due process and appeals. Installment agreements and offers in compromise. Wage garnishments, levies, and liens. Penalties and interest.
No Tax On Overtime: Payroll Compliance
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Overview of the Fair Labor Standards Act (FLSA) overtime provisions Definition of a “workweek” and the 40-hour threshold Time-and-a-half requirement and exclusions from overtime pay Exempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions) Excluded payments (discretionary bonuses, reimbursements, retirement contributions) Step-by-step calculation examples for different compensation structures Best practices for documentation and payroll systems Case studies illustrating misclassification and miscalculation issues
Numbers to Narrative: Storytelling in Business Communication
Available Until
On-Demand Only
1.00 Credits
The major topics that will be covered in this course include: Role of narrative in professional communication Situation–complication–resolution framework Narrative arcs in business contexts Integrating data within a structured story Defining tension and resolution logically Maintaining accuracy while improving clarity Application of storytelling framework to a workplace scenario
Schedule K-1: What is it & What Do I Do With It?
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trusts Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Schedules K-2 and K-3 requirements