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.
Performing a Single Audit Under the Uniform Guidance
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Webcast Only
8.00 Credits
· Fundamentals of a compliance audit performed under the Uniform Guidance · Identifying federal awards and major programs · Pass-through entities and subrecipients · Schedule of expenditure of federal awards (SEFA) · Using the Compliance Supplement · Uniform Guidance administrative requirements and cost principles · Testing internal control over compliance · Writing an audit finding and reporting requirements of a single audit
Preparing and Writing Findings in Yellow Book and Single Audits
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Webcast Only
0.00 Credits
The types of audit findings reported in Yellow Book and single audit engagements The finding elements required by the GAO and OMB standards Where audit findings get communicated in the reporting process
Accounting Industry Update 26-27
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Webcast Only
8.00 Credits
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
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.
Surgent's Financial Reporting Considerations for Current Year-end Reporting
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Webcast Only
2.00 Credits
Updated income tax disclosures Tariff refund and other tariff related accounting issues Other new ASUs effective for this year-end How financial reporting can be affected by economic trends
Fraud Misstatements & Financial Reporting 26-27
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Webcast Only
4.00 Credits
A case study approach to financial statement fraud Cases on misrepresentation of assets, including cash, inventory, accounts receivable, fixed assets, goodwill and reserves Common methods of deceiving users of financial statements Red-flags in fraud
Construction Contractors: Auditing Considerations
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Webcast Only
4.00 Credits
· Auditing contractor accounting and revenue from contracts with customers · Planning and risk assessment for construction contractors · Key controls · Substantive procedures for long-term contractors
Surgent's Financial Planning: Getting Money to Small Business Owners
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Webcast Only
2.00 Credits
The small business owner’s problem Distributions from a C corporation Distributions from a partnership Distributions from an S corporation Reasonable compensation, rent, and loans
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 Establishing State Residency and Saving Your Clients Money
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Webcast Only
2.00 Credits
Typical provisions in state statutes regarding domicile and residency In depth analysis of domicile and residency definitions Issues regarding one’s permanent abode Analysis of jurisdiction where taxpayer has the greatest connections Detailed discussion of criteria used to establish domicile and residency
Lessee and Lessor Accounting
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Webcast Only
2.00 Credits
· Lessee and lessor accounting models · Lease and non-lease components · Lease classifications · Initial and subsequent measurement of leases
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
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Webcast Only
2.00 Credits
· Data validation · Conditional formatting · Subtotal function · Reduce formula errors · Skinny row
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
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
Current and Upcoming FASB Issues
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Webcast Only
2.00 Credits
· Recent accounting standards updates · Recognition and measurement projects · Presentation and disclosure projects · Post-implementation preview projects
Surgent's Private Company M&A for Accounting and Finance Professionals
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Webcast Only
2.00 Credits
M&A deal basics: understanding customer and vendor concentration, possible liabilities, off-balance sheet issues, and how these items can affect the sale price Understanding purchase agreement terms that affect the numbers, including working-capital targets, debt-like adjustments, earnout payments, and improper transfers of company assets or funds before closing Reviewing common deal protections, including representations, warranties, and indemnification provisions from a practical business perspective Preparing for post-closing issues such as accounting controls, financial reporting priorities, escrow holdbacks, and potential disputes between buyers and sellers
Current Audit Environment and ASB Activity
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Webcast Only
2.50 Credits
· Current environment and implication for audit planning · Key risk issues · Audit challenges · Recent Statements on Auditing Standards (SASs). · ASB workplan · SQMS No. 1, No. 2, and No. 3 · SSARS No. 26
Surgent's Critical Conversations
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Webcast Only
3.00 Credits
High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding Building confidence in conducting a Critical Conversation
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
Defning Where and Why Internal Contro are Needed
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Webcast Only
2.00 Credits
This session is taught via the use of case studies adapted from real world examples.The topics discussed in this session include: Control design basics. Areas or segments of an enterprise to control. Controls to reduce risk. Controls to drive operations.