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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.
Calculating the Retirement Need
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:Overview of retirement expenses and needsOverview of risk tolerance, time value of money and retirement planning factorsExamples of client retirement situations
Erase the Mark: Best Practices in Penalty Abatement
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Webcast Only
2.00 Credits
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Surgent's Annual Accounting and Auditing Update
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Webcast Only
8.00 Credits
Recently issued FASB Accounting Standards Updates, PCC Update, and items on the FASB’s Technical Agenda Recently issued ASUs covering derivatives, credit losses under ASC 326, government grants, and expense disaggregation FASB Final PIR Report for Leases (Topic 842) Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Proposed SAS on the auditor’s responsibility relating to fraud Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters
Analyzing Financial Statements
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
The Future of Audit: Technology, Talent & Transformation
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Webcast Only
1.00 Credits
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes
Surgent's Exploring Business Valuation Fundamentals
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Webcast Only
2.00 Credits
What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models
Surgent's Leveraging AI for Data Analytics in Accounting
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Webcast Only
2.00 Credits
Transforming data analytics with AI Understanding the impact of AI on data analytics processes How AI enhances data accuracy, efficiency, and decision-making AI tools and techniques for data analysis Overview of AI-powered data analytics tools Techniques for improving data analysis accuracy and efficiency with AI Integrating AI into existing data analytics workflows Case studies on AI implementations for data analytics Success stories of AI-driven data analytics in accounting Challenges and lessons learned from AI integration Measuring the ROI of AI in data analytics Developing AI-powered data analytics skills Hands-on lab sessions using AI tools (e.g., ChatGPT, Excel) Practical exercises in filtering, sorting, summarizing, and visualizing data Applying AI insights to optimize data-driven decision making in accounting
Surgent's The CMA’s Guide to Project Management
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Webcast Only
1.00 Credits
Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA Necessary first steps: set a framework for the project’s activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets Project evaluation: analytical tools, strategic evaluation; sources of risk Maintaining focus: monitoring and measuring results; keeping to the project’s scope Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team’s work internally and/or the final project with the remaining organization Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations
Yellow Book Ethics
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior
Money Laundering 101 for CPAs
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Webcast Only
4.00 Credits
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
Mastering Partnership Basis: Inside and Outside Basis
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Explain the use of both "inside" and "outside” basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process.
Forensic Accounting: Investigating Divorce Cases
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:The role of a forensic accountant in divorce proceedingsThe marketing of forensic accounting services to family law attorneysHow to conduct a financial investigationCommon areas to uncover hidden assets or incomeThe basic calculations in evaluating marital assetsTestifying in depositions and divorce court
Accounting for Crypto Assets 26-27
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Webcast Only
1.00 Credits
Scope and criteria for crypto assets under ASC 350-60 Initial recognition and subsequent fair value measurement under ASC 820 Presentation on the balance sheet and income statement; required annual and interim disclosures
Retaining Top Talent: Strategies for CPA Firms
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Webcast Only
1.00 Credits
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals
Surgent’s Weekly Expert Hour
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Webcast Only
1.00 Credits
Each week’s topics will change based on the most critical issues affecting financial professionals
AI & Accounting in Manufacturing
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Intelligent automation and dark factoriesPredictive maintenance and real-time cost trackingAI-enabled financial reporting and dashboardsContinuous auditing and anomaly detectionTax compliance automation and transfer pricing AIData governance and cybersecurity in financial systemsWorkforce reskilling and AI-augmented financial roles
How SAS Nos. 134-145 Improve Risk-Based Audits
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Webcast Only
4.00 Credits
The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145
Accounting for and Auditing Cryptocurrency & Digital Assets
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Webcast Only
2.00 Credits
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Microsoft Teams for CPAs: Unlocking Its Full Potential
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Best practices for organizing your teams and channelsUnderstanding the role of Teams and SharePoint integrationUsing Teams to communicate and collaborate externally with clientsTips and tricks for managing conversations in TeamsLeveraging Microsoft Copilot AI in Teams
Tax Update: "One Big Beautiful Bill"
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extensionIncome & Adjustments: Tip income exclusion, overtime relief, educator expensesEducation Incentives: Student loan discharge, 529 plan expansion, new “TRUMP Accounts”Business Taxation: Bonus depreciation, 199A expansion, interest deduction limitsEstate & Gift Tax: Increased exemption threshold, charitable deduction changesCompliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes