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 available courses!
Industry Conference
-
Helena
17.25 Credits
Two days of tailored CPE for CPAs in business and industry! Join us for expert-led sessions addressing your unique professional needs. Plus, don't miss the Wednesday evening Roundtable Social—an engaging mix of industry hot topics, cocktails, snacks, and networking!
Industry Conference - VIRTUAL
-
Webcast Only
17.25 Credits
Two days filled with CPE focused on the needs of CPAs working in business and industry. There is also a Roundtable/Social for all attendees on Wednesday evening where we discuss industry hot topics. Cocktails, snacks and socializing!
Governmental Accounting Conference
-
Helena
16.00 Credits
• GASB Update• Changes in Uniform Guidance• Single audit update including common audit findings• Top tech issues in governmental accounting• Legislative updates• Indirect cost proposals • Ethics, CPA Pipeline, roundtable discussions, and more!
Anytime CPE Subscription
Available Until
On-Demand Only
0.00 Credits
Risk Assessment Under SAS No. 145
-
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
Surgent's Social Security: Dispelling Common Myths With Essential Truths
-
Webcast Only
2.00 Credits
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
Project Management for Finance Professionals
-
Webcast Only
8.00 Credits
Project management is a way of thinking and managing, Identifying projects, needs, objectives, and deliverables, Project feasibility evaluation, Life cycle of a project, What causes projects to fail, Establishing the project scope and preventing "project creep" Defining and managing stakeholders, Organizational politics and conflict management, Establishing the detailed schedule, Introduction to project management software
Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances
-
Webcast Only
2.00 Credits
Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don’ts Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results
Use of technology in an audit of financial statements - Risk Assessment
-
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
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
-
Webcast Only
2.00 Credits
Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
-
Webcast Only
2.00 Credits
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
Creating a Winning Culture
-
Webcast Only
1.00 Credits
Culture - Why, What, and the Magnetic Firm Purpose-driven Great Leadership Culture of Growth Inspiring Workplace
CFO Series Understand & Mitigate External & Int. Risks- How?
-
Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Defining risk as it impacts organizations.External and internal risks.Examples of these risks.How do we identify and assess?What can be done about the risks?Developing a risk mitigation strategy and plan.Tactics to monitor and mitigate risk.
Surgent's Skills to Enhance Personal and Professional Networks
-
Webcast Only
2.00 Credits
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
179D Today and Tomorrow: The Future of Green Building Tax Incentives 2024
-
Webcast Only
1.00 Credits
• Overview of the 179D Deduction • The expansion and increased impact of 179D in future years • Overview of the Retrofit Program for 179D • What the Inflation Reduction Act means for building owners and designers of buildings
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
-
Webcast Only
4.00 Credits
Differences between planning and budgeting The business model Strategic plan, marketing plan, and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan
Surgent's Examining ASC 842, Leases: More Than Meets the Eye
-
Webcast Only
4.00 Credits
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Lessee Accounting 101 Detailed review of accounting by lessees and lessors Sale and leaseback transactions Transition guidance Other operational issues Recently issued updates to the lease accounting guidance FASB guidance on accounting for COVID-19-related rent concessions Feedback from the public company adoption of Topic 842
Surgent's Unconscious Bias for Managers, Supervisors, and Executives
-
Webcast Only
2.00 Credits
Unconscious bias, including the five defining characteristics of unconscious bias The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers The concept of microaggressions, with examples An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the “oops, did I just say that?” section.
Ethics of AI: A CPA's Guide
-
Webcast Only
2.00 Credits
The major subjects that will be covered in this course include:A primer on AI technology applications in the accounting professionEthical dilemmas that originate from the use of AI by CPAsPractical guidelines for using AI technology ethicallyStep by step guide for creating an AI usage policy for your organizationReview of a variety of reference materials to assist you in using AI ethically
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