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.
Mining Your Firm Client Database for Revenue
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.Using the data you already own and relationships you have already built to drive smarter growth.
BUNDLE: CFO Series - May 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: Raising Capital: Executing the Most Crucial Responsibility!https://webinars.cpacrossings.com/KIDMRCM2 CPE: 2Field of Study: FinanceDiscussion Leader: Don Minges, MBADate: Friday, May 1, 11:00 amDescription: The most essential challenge for any organization is to raise capital. No financing means no employees, no internet, and no bank account, meaning there is no organization. Raising financing provides the lifeblood, a must-do for every CEO and CFO. How do you raise funds to finance an organization? What are the alternatives in addition to debt or equity? What are the pros and cons of each? We will discuss what to do and how to do it in detail. Week 2: Execute Your Strategy: Turn Plans into Resultshttps://webinars.cpacrossings.com/KIRMEYS2 CPE: 2Field of Study: Auditing 1.0 and BMO 1.0Discussion Leader: Bob Mims, CPADate: Friday, May 8, 11:00 amDescription: Many organizations invest significant time in strategic planning but fall short when it comes to execution. According to McKinsey, most fail to properly execute their strategy. This session explores the critical transition from strategy to performance while challenging outdated planning models and myths. Week 3: Advanced Financial Analysis: Use the Right Toolshttps://webinars.cpacrossings.com/KIBMAFA2 CPE: 2Field of Study: FinanceDiscussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBADate: Friday, May 15, 11:00 amDescription: The analytical tools we currently use were designed for the physical world, but today we live in a data-driven digital world, especially for those in the service economy. What are the best tools to deal with unknowns and ambiguity in today's environment? We will show you how to use the right tools in the proper manner. Week 4: Accounting for People: Trends, Costs, and Workplace Talenthttps://webinars.cpacrossings.com/KIRMAPT2 CPE: 2Field of Study: Accounting 1.0 and BMO 1.0Discussion Leader: Bob Mims, CPADate: Friday, May 22, 11:00 amDescription: This session will examine the financial implications of HR trends, workforce planning, and the evolving role of talent strategy. We'll also explore how to influence investments in people through accounting and reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you?
CFO Series: Raising Capital the Most Crucial Responsibility!
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Understanding the need: How much is needed? When and what will it be used for? etc.Keys to success: PlanningUnderstand how the use, stage, amount, and the how and when impact the decisionUnintended consequences to avoidLow cost is not necessarily a sound optionWhat are the non-quantifiable factors that can change the financing decision?Details on the time-intensive processesCommon blunders when raising financing; the perils of choosing the wrong alternative or wrong investor!
Conducting a Remote Audit
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Webcast Only
4.00 Credits
Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing
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
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
World Class Cost Accounting: A Practical Application—Part 1 26-27
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Webcast Only
4.00 Credits
Classification of the five cost types Direct Materials'comprehensive coverage Direct Labor'labor burden costs
Strategy, Risk and Finance: Why We Do What We Do 26-27
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Webcast Only
8.00 Credits
Why do most strategic plans fail" Why so many formerly strong organizations have failed Why most organizations have a poor strategic plan and how to correct this The many risks that must be addressed: Financial risk, execution risk, commercial, business, and strategic risks as well as commonly overlooked risks How Behavioral Economics will help address the risk
SSARS Practice Issues and Standards Update 26-27
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Webcast Only
4.00 Credits
Review of applicable SSARS standards, including standards updates Review of AICPA professional ethics requirements In-depth discussion of non-attest services Review of independence issues for SSARS services Overview of SSARS #21'performance, documentation and other requirements Detailed analysis of preparation vs. compilation engagements Detailed analysis of review engagements
World Class Cost Accounting: A Practical Application—Part 2 26-27
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Webcast Only
4.00 Credits
Classification of MFG overhead into the five cost types Selecting the bases for tracing or assigning overhead to products Period Manufacturing Inefficiencies'categories and costing
Accounting Analysis Basics 26-27
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Webcast Only
4.00 Credits
Accounting analysis and methodology Factors influencing the quality of accounting-based financial reports Impact of emerging business models on balance sheets Introduction to the Instructor's Open Balance Sheet
Fraud—How to Find, How to Prevent 26-27
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Webcast Only
4.00 Credits
Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips
Four Most Overlooked Business Risks: Preparing for the Future 26-27
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Webcast Only
8.00 Credits
Systemic Risk Strategic Risk Culture Risk Management Continuity Risk
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
Crypto Tax Changes & Updates for Practitioners in 2026
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Webcast Only
2.00 Credits
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
How Fraud Can Affect Smaller Organizations 26-27
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Webcast Only
4.00 Credits
The reasons for fraud Fraudulent acts that are initiated against smaller organizations Methods to stop fraud attempts against small businesses