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.
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
Financial Statement Analysis for Managers 26-27
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Webcast Only
4.00 Credits
Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures
Practical Accounting Update 26-27
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Webcast Only
4.00 Credits
New rules in the accounting arena SQMS NOCLAR rules Cybersecurity New Audit Standards
Retirement Advising: Accumulation and Decumulation Strategies 26-27
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Webcast Only
8.00 Credits
The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning
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
Tax Basis and other Special Purpose Frameworks 26-27
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Webcast Only
4.00 Credits
Tax basis Cash and modified cash Contractual Regulatory Financial Reporting Framework for Small and Medium sized Entities (FRF for SMEs) Red-flags in fraud
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)
401(k) Audit Basics, Part 3 - Distribution Testing, Investments and Audit Wrap-up
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Webcast Only
2.00 Credits
· Plan distributions and benefit payments · Investments and related disclosures · ERISA Section 103(a)(3)(C) audits · Audit wrap-up
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
Social Security Basics and Strategies for Maximizing Benefits 26-27
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Webcast Only
8.00 Credits
Social Security planning, benefit calculation, and beneficiaries Recent changes to "file and suspend" and "restricted application" strategies Increasing benefits for divorced and surviving spouses Early retirement and the earnings test An overview of the obstacles beneficiaries face when claiming Social Security disability benefits Integrating retirement plan distribution strategies with Medicare and Social Security claiming strategies
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
Social Security Basics and Strategies for Maximizing Benefits 26-27
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Webcast Only
8.00 Credits
Social Security planning, benefit calculation, and beneficiaries Recent changes to "file and suspend" and "restricted application" strategies Increasing benefits for divorced and surviving spouses Early retirement and the earnings test An overview of the obstacles beneficiaries face when claiming Social Security disability benefits Integrating retirement plan distribution strategies with Medicare and Social Security claiming strategies
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
Corporate Fraud Risk & Investigations 26-27
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Webcast Only
4.00 Credits
Types of Corporate Fraud Introduction to fraud risk Fraud risk prevention programs Fraud investigations
Preparing Financial Statements for Clients 26-27
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Webcast Only
4.00 Credits
Preparation engagement definition and risk assessment Materiality Misstatements & Fraud Client acceptance and continuation Engagement letters Prospective financial statements
Build Your Team: Get Results 26-27
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Webcast Only
8.00 Credits
Myths about teamwork Lessons from great teams Discuss the Five Dysfunctions of a Team Key duties and attributes of a true leader How to gain commitment Create an action plan to harness teamwork
The CPA’s 2026 Guide to Cryptocurrency and Blockchain 26-27
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Webcast Only
2.00 Credits
Blockchain technology primer Cryptocurrency technology primer Update on the cryptocurrency marketplace Cryptocurrency exchanges - the good, the bad and the ugly Overview of cryptocurrency taxation and legislation Smart contracts - what they are and how they work
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27
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Webcast Only
2.00 Credits
Review of sample returns with illustrations of most forms of gifts How to meet the adequate disclosure requirements Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse Electing in or out of GST allocations with indirect skips