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.
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
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
Balance Sheet Management: The Least Understood Risk” 26-27
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Webcast Only
4.00 Credits
Intentionally managing your balance sheet to reduce risk. Properly balance debt and equity versus other funding sources. Know the balance sheet pitfalls and risks to avoid. Understand the analysis and decision-making process through real-world examples and five interactive case discussions.
Vows Made Visible: Ethics and the Call of the Profession 26-27
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Webcast Only
4.00 Credits
AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230 Implications of the Sarbanes-Oxley Act of 2002 Recent, relevant cases on accounting profession ethics and professional responsibility Areas the partner should pay particular attention to What it means to be a profession and a professional Ethical frameworks
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
Predicting the Future: 21st Century Budgets and Projections 26-27
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Webcast Only
8.00 Credits
Why great predictions are not intuitive How to separate correlation from causation How to recognize and overcome bias Learn from the past without hindsight bias Why the many purposes and types of budgets and projections cause distortions How benchmarking and metrics have changed the budget process
Accounting Industry Update 26-27
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Webcast Only
8.00 Credits
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
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 Industry Update 26-27
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Webcast Only
8.00 Credits
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
ChatGPT: Accountant's Friend or Foe
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Webcast Only
1.00 Credits
How Automation and AI are Enhancing Management Accountants
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Webcast Only
1.00 Credits
Nuts & Bolts of Cryptocurrency Taxation & 1099-DAs
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Webcast Only
2.00 Credits
Protecting Digital Data - More Important Now Than Ever Before
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Webcast Only
4.00 Credits
This session is taught using the latest information and projections about the growth and use of digital content. The topics discussed in this session include: Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
PFP Update: Issues, Exposures and Developing Client Strategy 26-27
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Webcast Only
2.00 Credits
Cash flow management Insurance, investment, income tax, education, retirement and estate planning Understanding client issues, diagnosing client exposures and determining client solutions Closely held business owner strategies
Consolidation Accounting 26-27
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Webcast Only
4.00 Credits
Consolidation accounting framework Voting control Variable Interest Entities Business combinations Control case examples Business combination case examples Disclosures
Create Reports that Matter: Turn Information Into Action! 26-27
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Webcast Only
4.00 Credits
Understand Your Company's Reporting Needs Financial Reporting Tools Presentation Hints and Techniques Link reporting to strategy Develop the right metrics Learn various presentation options
Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority 26-27
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Webcast Only
2.00 Credits
What is fiduciary duty, and how does it apply to a trustee or personal representative" What are the state statutory accounting rules, and where can you find them" What is fiduciary accounting income" What is fiduciary account principal" How does fiduciary accounting impact fiduciary taxation?
Social Security: Dispelling Common Myths with Essential Truths
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Webcast Only
2.00 Credits
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
Preparation, Compilation & Review Services 26-27
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Webcast Only
4.00 Credits
All recently issued SSARS standards Financial reporting frameworks Distinguishing special purpose frameworks from GAAP CPAs reporting on financial statements Financial statement disclosures Recently issued ethics standards Peer Review Deficiencies
Estate Planning Strategies Using Irrevocable Trusts 26-27
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Webcast Only
6.00 Credits
The gift, estate, and income tax treatment of irrevocable trusts The benefits and risks of spousal lifetime access trusts (SLATs) Planning with grantor retained interest trusts (GRATs and GRUTs) and Qualified Personal Residence Trusts (QPRTs) When to use life insurance trusts (ILITs) and dynasty trusts The effectiveness of domestic asset protection trusts (DAPTs)