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.
Hot Topics Series - Driving Change with Confidence: From Vision to Result
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Webcast Only
1.50 Credits
· Establishing a clear vision and alignment for change · Frameworks and tactics for execution of change · Building confidence and resilience in the people side of change
Governmental Accounting Conference
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Helena
16.00 Credits
A specialized conference covering accounting, auditing, ethics, economics, and GASB updates for Montana government professionals.
Governmental Accounting Conference - VIRTUAL
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Webcast Only
16.00 Credits
A specialized conference covering accounting, auditing, ethics, economics, and GASB updates for Montana government professionals.
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
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Webcast Only
4.00 Credits
Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
Audits of 401k Plans 26-27
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Webcast Only
6.00 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits Update of the changes affecting 401k plans Compliance issues commonly encountered in 401k plan audits Best practices for engagement planning, internal controls, risk assessment, and detailed testing Common audit reporting and disclosure issues
Finance and Innovation: Reinvent Your Department and Company 26-27
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Webcast Only
8.00 Credits
How innovation happens Innovation metrics and how to report on innovation efforts How the use of technology and other simple techniques can foster and sustain innovation
How Accountants' Ethics are Impacted by the ABCD of the Digital Age
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Webcast Only
2.00 Credits
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
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