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CPE Catalog & Events

Join us for this year's classes

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.

In-Person 3 MTCPA Webcasts 8 Webinars 9482 Chapter Events 1 All 9494 Anytime CPE 84

Showing 101-120 of 9494 Results (Page 6 of 475)

Understanding Internal Control Constructs

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Webcast Only

4.00 Credits

The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency

AICPA Hot Topics Series - Fraud Under the Microscope: Prevention and Detection Tactics

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Webcast Only

1.50 Credits

· Current Fraud Trends & the Profile of a Typical Fraudster · Emerging Fraud Risks from AI and Cryptocurrency · Fraud Prevention & Detection Strategies for Organizations

Finding Errors in Excel Spreadsheets

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Webcast Only

2.00 Credits

The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.

Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares

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Webcast Only

2.00 Credits

Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules

2024 Revision to Government Auditing Standards Impact

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Webcast Only

4.00 Credits

The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits

Managing Current Fraud Trends in a Shifting Environment

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Webcast Only

8.00 Credits

The major topics that will be covered in this course include:Summary of the impact of fraud on entities worldwide.Common fraud schemes and typical median losses that result.How smaller entity fraud risk differs from those of larger entities.The statistical profile of the most common fraud perpetrator.The most effective methods for preventing and detecting fraud.Cybersecurity risk management trends and best practices.

Beyond the Numbers: Success Strategies for Female CPAs

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:How to increase your visibility instead of flying under the radar.Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.How your inner critic operates and how to silence it.How to build a network of community support and mentoring.What impostor syndrome is and how it may be holding you back.

Ethics, Tax Practice & Understanding Circular 230

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:Importance of ethics in tax practiceOverview of Circular 230 and its application to tax practitionersCommon ethical violations and penaltiesProcedures to promote compliance with ethical standardsReal-life scenarios illustrating ethical decision-making in tax preparationCircular 230 provisions related to tax return preparation and representationBest practices for maintaining professional integrity and compliance

Internal Control - Testing for Operating Effectiveness

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Webcast Only

2.00 Credits

The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting

Accounting and Tax Ethics: Standards, Issues, & Case Studies 26-27

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Webcast Only

4.00 Credits

AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives

Auditing Standards Update & Best Practices 26-27

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Webcast Only

4.00 Credits

Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies Identify controls that exist, especially when those controls are not clearly identified or formalized Evaluate if those controls prevent or detect material misstatements in the financial statements Design effective audit procedures (including testing of controls where appropriate) in response to the auditor's assessed risk of the potential material misstatements in the financial statements

How to Review Financial Statements 26-27

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Webcast Only

4.00 Credits

Practice reviewing financial statements Financial statement case studies

Driving Corporate Performance: The CFO’s Role in Competitiveness 26-27

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Webcast Only

8.00 Credits

Know why successful companies focus their strategy Translate strategic initiatives into accomplishments

Corporate Transparency Act Developments

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.

Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 26-27

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Webcast Only

2.00 Credits

Round robin review of lesser-known M365 apps Reduce / eliminate internal email communications with Teams and SharePoint Collaborate on spreadsheet and documents with your colleagues in real time Get control of your appointment schedule with the Bookings app Tap the full potential of OneNote as your primary repository for notes, correspondence and more Replace email attachments with secure file sharing links Document business processes with the Stream app Leverage the power of AI in M365 with Copilot

Money Laundering Awareness for Accountants

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Webcast Only

2.00 Credits

The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics

Individual Tax Update: OBBA and Recent Developments

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Webcast Only

2.00 Credits

The major topics that will be covered in this class include:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses

Written Information Security Plans

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Webcast Only

1.00 Credits

The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.

CFO & Controller Critical Skills: Budgeting & Forecasting

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Webcast Only

2.00 Credits

The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques

Surgent's Hiring New Workers and Payroll Taxes

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Webcast Only

2.00 Credits

Form W-4 Form I-9 Form W-9 End-of-year compliance Payroll tax returns Unemployment insurance