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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 3777 Chapter Meetings 5 All 3786 Anytime CPE 109

Showing 3786 All Results

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

Ethics With A Dash of Courage

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Webcast Only

2.00 Credits

The Value of a Courageous Culture and courageous decision-making models Challenges to creating a culture of courage Communicating your courageous culture How/When to speak up? Career-ending vs teachable moment? Supporting courageous decisions Communicating courage The Journey to Leading with Courage - Building a personal action plan

Thanks for the Feedback - Lessons in Giving and Receiving Feedback

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Webcast Only

1.00 Credits

- definition of Feedback - Types of Feedback - Emotions triggered by Feedback - barriers to Feedback - how to be comfortable with being uncomfortable - Blind spots - SBI method

MBAexpress: Effective Change Management - V 2.0

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Webcast Only

1.00 Credits

ú Different personality traits and how they might react during a time of change ú The five change management principles ú Kotter's 8 step change model ú The Murphy plow story

BUNDLE: CFO Series - June 2026

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Webcast Only

8.00 Credits

The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: Living in the World of AI – How AI Has Changed Ethics https://webinars.cpacrossings.com/KITCLWA2 CPE: 2Field of Study: Behavioral ethicsDiscussion Leader: Tracy Cooper, CPA, CFEDate: Friday, June 5, 11:00 amDescription: We'll discuss how to deploy and train AI responsibly, avoid bias, and monitor for hallucinations. We'll also look at how to engage teams in the process and help people understand the proper use of AI.  The goal is to make better use of these powerful tools, in a sustainable and ethical way. Week 2: AI is Not the Enemy: Getting the Most from AI & Take Controlhttps://webinars.cpacrossings.com/KIRBANT2 CPE: 2Field of Study: Accounting 1.0 and Information Technology 1.0Discussion Leader: Robert Berry MBA, CPA, CIA, CISADate: Friday, June 12, 11:00 amDescription: Conscientious professionals must get a clear handle on AI: what it does well, where it goes wrong, and how to keep it from becoming a liability. We'll discuss the real risks behind the buzzwords, from deepfakes and fraud, to flawed decision tools and hidden bias. We'll also break down what smart oversight looks like and how AI can expose gaps in your internal controls.  Week 3: Do Creative Accountants Belong in Prison?  True or False?https://webinars.cpacrossings.com/KIDMDCA2 CPE: 2Field of Study: Regulatory ethicsDiscussion Leader: Don Minges, MBADate: Friday, June 19, 11:00 amDescription: Creativity can be used for good, but creativity can also lead to seriously unethical behaviors. There is a strong relationship between creativity and dishonesty. We will review the negative consequences of creativity and discuss how to properly utilize resourcefulness and imagination. Week 4: Accounting in the Age of AI: What Every CFO Should Knowhttps://webinars.cpacrossings.com/KITCAAA2 CPE: 2Field of Study: AccountingDiscussion Leader: Tracy Cooper, CPA, CFEDate: Friday, June 26, 11:00 amDescription: Managers are concerned about the use of AI causing chaos. This seminar gives CFOs, controllers, and tax professionals a grounded look at how AI is impacting real-world accounting departments. We'll explore how these tools work, what they can (and can't) do, and what finance leaders should be doing now to prepare their teams and processes for the changes that will happen. 

Futuristic Audit Trends: The Future is Now

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Webcast Only

1.00 Credits

Cloud technology, AI, Machine Learning and Blockchain Cloud Advisory services Utilization of remote technology and technologic innovations to create more efficient engagements Next steps for audit firms to avoid being disrupted

CFO Series: Living in the World of AI- How AI Changed Ethics

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:Is it ethical to use AI, or not?What is ethical AI? Why does it matter for finance and business professionals?Understanding and managing AI hallucinations and misinformationAddressing bias in AI tools even when you didn’t build themInternal friction; navigating fear, resistance, and cultural challengesGuidelines for responsible AI use in your organizationAccountability and transparency; who is responsible for AI outcomes?Real-world use cases and what we can learn from them.Creating sustainable, people-focused AI practices that build trust

Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues

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Webcast Only

4.00 Credits

ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage and vesting

MBAExpress: Essence of Entrepreneurship - V 2.0

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Webcast Only

1.00 Credits

ú Why current business plans that focus primarily on the numbers is the wrong approach ú People, opportunity, context, risk and reward ú The dark side of being an entrepreneur ú Lead-generation strategies

Ethics: Avoiding the Slippery Slope of Ethical Pressures

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Webcast Only

4.00 Credits

Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies

AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity

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Webcast Only

1.00 Credits

Harnessing AI to streamline your Excel workflows, achieving unparalleled productivity. Discover Excel's integrated AI features and learn how to utilize ChatGPT for researching, creating, understanding and troubleshooting Excel functions and formulas. Transform tasks that typically take two hours into mere minutes. Explore using ChatGPT for efficient research and learning, enabling quick access to answers for Excel-related inquiries. Optimize your Excel work, research and documentation, significantly saving time and effort in your daily tasks.

CFO Series: AI is Not the Enemy: Getting the Most from AI

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:Common AI use cases in accounting and financeFraud, deepfakes, data abuse and related risksGovernance frameworks and oversight responsibilitiesThe EU AI Act and regulatory developments in the U.S.AI bias, discrimination, and transparency concernsInternal control and documentation challengesQuestions finance leaders should ask before adopting AIAligning AI oversight with your audit and compliance functions

Let Go and Lead: The Crucial Art of Delegation

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Webcast Only

1.00 Credits

ú When is it time to delegate ú What should you be delegating ú To whom should you be delegating it ú What are the benefits of creating more time to lead

CFO Series: Do Creative Accountants Belong in Prison?

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:Should accountants be creative?The pros and cons of creativityThe inherent problems of creativity; creativity is not an excuse!The tangled correlations between creativity, ethics and dishonestyThe interrelationship between the Code of Professional Conduct and creativityCitations from the Code of Professional Conduct.What is the impact of creative accounting on our constituencies?How to effectively and ethically harness creativity

Controller Series: Communicating for Connections with Coworkers, Customers, and Stakeholders

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Webcast Only

1.00 Credits

What are the three types of misconceptions of communication? What are the different types of personality styles in the workplace? Recognize how to communicate with the different types of personality styles effectively Key takeaways

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

CFO Series: Accounting in the Age of AI: What to Know

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:Autonomous general ledgers: what they are and how much can you depend upon them?Financial statement analysis using AI.AI use in Budgeting and Forecasting.Using AI for research and planning (tax & GAAP), e.g.:AI-driven fraud detection tool's capabilities and limits.What to automate and what to leave alone.Evaluating vendor claims and setting reasonable expectations.AI ramification on staffing and hiring.The impact of self-serve AI research on your relationship with your CPA firm

Controller Series: Technology - Must Have Excel Competencies

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Webcast Only

1.00 Credits

Reality of Excel use Gartner - Magic Quadrant of tools for data analysis Will Excel go away? Two essential Lean principles Misuses of Excel APIs (Automated Program Interfaces) Relationship between Excel and data analytics Excel tips and tricks

Professional Ethics: AICPA's Comprehensive Exam (for licensure)

Available Until

On-Demand Only

9.00 Credits

Conceptual framework AICPA Code of Professional Conduct Independence Ethics Acts discreditable to the profession

Behind the Curtain: Exploring IRS Audit Technique Guides

Available Until

On-Demand Only

2.00 Credits