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!
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
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
