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.
The Crucial Connection - Why You Should Care About Your Client's System of Internal Control
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Webcast Only
1.50 Credits
· The audit risk model · Key steps in understanding and evaluating your client's system of internal control · Learn how to identify IT applications and IT controls relevant to the audit · Apply risk assessment requirements to less complex entities · Examples of risks arising from the use of IT and general IT controls
Fraud Stories Series March 2027
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Webcast Only
2.00 Credits
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances
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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
Surgent's Navigating OBBBA's Charitable and Education Tax Provisions
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Webcast Only
2.00 Credits
New charitable contribution rules, including the deduction available for non-itemizers New limitations affecting itemized charitable deductions Donor-advised funds, qualified charitable distributions (QCDs), and charitable bunching Expansion of Section 529 education savings plans. Increased annual Section 529 K-12 withdrawal limits Newly eligible elementary and secondary education expenses Expanded uses for workforce training and recognized postsecondary credential programs Planning opportunities for families, business owners, and professionals pursuing continuing education Permanent enhancements to ABLE accounts and their coordination with education planning
Business Transformation: Critical Skills for CFOs and Controllers
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Webcast Only
4.00 Credits
Surgent's Fraud In Single Audits
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Webcast Only
4.00 Credits
Real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations, and methodologies of the fraudsters The problems that allowed the frauds to occur without prevention or detection
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
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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 Today’s Entrepreneur: Hiring and Recruiting With a Limited Budget
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Webcast Only
2.00 Credits
Difficulties in hiring Recent benefits surveys Saving money on group health insurance plans Leave benefits Learning and development Flexible work Culture and hiring AI and hiring Other recruiting platforms
Risk Assessment Under SAS No. 145
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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 Top 10 Celebrity Estate Mistakes and How to Avoid Them
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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
Surgent's AI and Data Ethics in Accounting
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Webcast Only
2.00 Credits
Fundamental principles of AI and data ethics Importance of ethics in AI adoption Relevance of data ethics in accounting practices Frameworks for ethical AI implementation Ethical implications of AI in auditing and accounting Maintaining independence and objectivity Ensuring professional skepticism with AI tools Addressing ethical dilemmas in AI-driven audits Algorithmic bias and fairness in AI systems Identifying and understanding algorithmic bias Strategies to ensure fairness in AI models Case studies on bias and fairness issues in accounting Regulatory requirements and guidelines Overview of national and international regulations (e.g., GDPR, HIPAA) Compliance with ethical standards in AI use Emerging guidelines from accounting bodies on AI ethics Strategies for ethical AI use in accounting Implementing ethical AI frameworks and tools Promoting transparency, accountability, and fairness Developing a culture of ethics in AI-enhanced accounting practices
Surgent's Understanding Corporate Taxation: Formation and Shareholder Compensation
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Webcast Only
2.00 Credits
Contributions of property at formation Basis after the initial transfer Implications of boot Property transferred that is encumbered by debt Stock acquired through gift or inheritance Reasonable compensation Withholding on bonuses ISOs and non-qualified stock options Restricted stock and Section 83(b) elections Compensation and deduction timing
Preparation, Compilation, and Review Engagements: Update and Review
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Webcast Only
4.00 Credits
· Overview of preparation, compilation, and review guidance · Accounting and reporting issues · Current practice issues · Common deficiencies in peer reviews · Current and future standard-setting projects
Surgent's Introduction to Trusts for Accounting and Finance Professionals
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Webcast Only
2.00 Credits
How trusts are created, funded, and administered Roles and responsibilities of grantors, trustees, beneficiaries, and other fiduciaries Common reasons for using trusts, including management, protection, and transfer planning Trust duration rules and modern statutory approaches Basic trust accounting concepts and fiduciary income taxation Differences between revocable and irrevocable trusts for tax and control purposes Overview of frequently used estate planning trusts and their typical objectives Methods for modifying or restructuring irrevocable trusts under current law
Surgent's Skills to Enhance Personal and Professional Networks
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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
Surgent's The AICPA Independence Rule: An Introduction for Audit, Assurance, and Attestation Professionals
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Webcast Only
2.00 Credits
Foundation of accounting ethics Independence in fact vs. appearance and common impairment triggers AICPA Independence Rule AICPA Independence Interpretations issued by the Professional Ethics Executive Committee (PEEC) Application of the AICPA's Conceptual Framework Threats to independence and safeguards to those threats Covered members
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
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Webcast Only
4.00 Credits
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know
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Webcast Only
4.00 Credits
· Revenue recognition overview · Identifying the contract with a customer and performance obligations · Transaction price
Surgent's Unconscious Bias for Managers, Supervisors, and Executives
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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.
Surgent's Ethical Considerations for CPAs
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Webcast Only
2.00 Credits
Auditor independence and its importance to the public accounting profession Common threats to auditor independence AICPA’s framework for assessing conflicts of interest Unique threats related to non-attest services to attest clients Common safeguards to help assure compliance with relevant rules and regulations