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CPE Catalog & Events

Join us for this year's classes

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!

In-Person 2 MTCPA Webcasts 2 Webinars 3776 Chapter Meetings 5 All 3785 Anytime CPE 109

Showing 3785 All Results

Applying the Uniform Guidance in Your Single Audits

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Webcast Only

7.00 Credits

Introduction to single audits Preparation of the schedule of expenditures of federal awards and determining major programs Understanding, assessing and testing internal control Testing compliance with federal statutes and regulations and applicable compliance requirements Auditor reporting in a Uniform Guidance compliance audit Program-specific audits Administrative requirements and cost principles in a single audit

Building Resiliency: The Upside of Stress

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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

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

CFO Series: Execute Your Strategy: Turn Plans into Results

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:The strategy-execution gap; common reasons why most strategic plans failWhy should financial planning lead strategy?Evaluating the lifespan and relevance of your strategic planBuilding your strategy to include risk managementBuilding an adaptive, finance-focused strategic approachWhat we should learn from the rise and fall of major companiesHow to align financial metrics with strategy

Surgent's Lessons Learned from Successful Companies

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Webcast Only

2.00 Credits

Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success

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

Leases: Mastering the New FASB Requirements

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Webcast Only

8.00 Credits

ú Lease classification ú Amortization of the lease asset ú Derecognition of the underlying asset ú Recognition of lease receivables ú Lease modifications ú Sale and leaseback transactions ú Presentation and disclosure requirements

Next Steps Series - Greatness: Building a Productive, Resilient Workforce

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Webcast Only

1.00 Credits

ú Hiring the "best fit" for tough jobs at all levels ú Cloning your top performers ú Motivating and managing for the long term ú Feedback for all generations ú How to manage millennials ú High performers ú The employee/employer relationship ú Core values highly regarded by all generations

Current and Upcoming FASB Issues

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Webcast Only

1.00 Credits

FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects

Current Audit Environment and ASB Activity

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Webcast Only

2.00 Credits

Updates to auditing and attestation standards Current environment and implication for audit planning Statement on Quality Management Standards (SQMS) No. 1 and SQMS No. 2 Statements on Standards for Accounting and Review Services (SSARSs)

Key Financial and Economic Issues Facing the Financial Executive

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Webcast Only

1.00 Credits

ú 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

CFO Series: Advanced Financial Analysis: Use the Right Tools

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:Advanced financial analysis and modeling toolsProper modeling of long-term decisionsBest practices in project analysis  Alternative evaluation methodsWhy should you consider multiple metrics?Capital rationing  Choosing the correct discount factorYear-end convention and other less understood assumptionsSensitivity and scenario analysisMonte Carlo Simulation in practiceInterpreting results properlyNPV vs IRR vs MIRR vs ROI.Considerations when metrics contradict other metricsReal options are hard to value but are invaluableBehavioral issuesEvaluating projects with no obvious returnMultiple numeric examples and work sheets

Auditing Financial Statements of ERISA Plans

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Webcast Only

4.00 Credits

Auditing the statement of net assets available for benefits Types and classification of common plan investments Plan investment audit procedures based on type of audit and risk assessment Auditing the statement of changes in net assets available for benefits Audit procedures at the participant level required for investment gains (losses), contributions and benefit payments or withdrawals Presentation and disclosure requirements in accordance with GAAP Audit considerations related to related parties, parties in interest, prohibited transactions, a plan's tax status, and Form 5500 and Form 11-K filers

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

Navigating the AI Landscape?: An Introduction to Generative AI and ChatGPT for Accounting Professionals?

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Webcast Only

1.50 Credits

ú Practical examples of productivity improvements using ChatGPT ú Live demonstration of ChatGPT

Multistate Taxation - Tax Staff Essentials

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Webcast Only

8.00 Credits

ú Constitutional limits and Public Law 86-272 ú Interstate activity ú Nexus, UDITPA and MTC ú Calculation of state taxable income ú Filing methods for multistate taxpayers ú Apportionment and allocation ú Multistate income tax planning

CFO Series: Accounting for People: Trends, Costs, & Talent

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:Trends in the modern workforce: demographics, generational shifts, remote work, and engagementThe true costs of talent: hiring, retention, and turnoverPeople as assets versus people as liabilitiesThe varied challenges in accounting for human capitalMetrics that matter; KPIs for employee performance and valueIntegrating people costs into financial strategyNavigating compliance, risk, and benefits

Ethics and Professional Conduct

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Webcast Only

2.00 Credits

Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns

Audits of Employee Benefit Plans Subject to ERISA

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Webcast Only

8.50 Credits

Audit planning and pre-engagement activities Risk assessment, including consideration of internal control Auditing the statement of net assets available for benefits Auditing the statement of changes in net assets available for benefits Other auditing considerations, including prohibited transactions and tax compliance The auditor's report Financial statement disclosures Supplemental schedules