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.
Federal Tax Updates for Individuals Part 1
Available Until
On-Demand Only
4.00 Credits
The major topics that will be covered in this course include: Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Forensic Accounting: Crafting Expert Reports
Available Until
On-Demand Only
4.00 Credits
The major topics that will be covered in this course include: Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles and responsibilities of forensic accountants in uncovering financial discrepancies, fraud and economic damages Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise and objective expert reports for legal proceedings Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports Economic Damages Writing: Understand the methodologies and best practices for calculating economic damanges, including lost profits, business valuation and other financial impacts Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, higlighting key insights and lessons learned
AI & Accounting in Construction
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Overview of AI adoption in construction Predictive analytics and risk management AI-integrated Building Information Modeling (BIM) Real-time compliance and financial reporting Taxation challenges in AI-driven construction AI in project scheduling, supply chains, and quality control Regulatory frameworks and ethical AI use in audits
AI & Accounting in Retail
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: AI-powered personalization and its impact on revenue recognition Dynamic pricing models and tax compliance risks AI in demand forecasting, inventory valuation, and COGS calculations Integration challenges with ERP and POS systems Governance, ethics, and auditability of AI decisions Data quality, audit trails, and regulatory documentation AI-assisted fraud detection, financial controls, and oversight
Advanced Excel for Staff - Build Reports and Analyze Data
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Building Reports Workflow: Understanding the steps for creating professional and functional reports Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights Format and Structure Report: Use formatting tools to create visually appealing and structure reports Review and Validate: Verify data accuracy and troubleshoot potential errors Share the Report: Learn metods for distributing reports effectively within your organization
Al Capone to Cybercrime: The Journey of IRS Special Agents
Available Until
On-Demand Only
4.00 Credits
The major topics that will be covered in this course include: Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance. Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases. Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes. Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system. Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development. Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
CFO & Controller Critical Skills: Budgeting & Forecasting
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Overview of budgeting tools Overview of difference between budgeting and forecasting Examples of various budgeting and forecasting techniques
Complete Guide to Analyze Data with Excel PivotTables
Available Until
On-Demand Only
4.00 Credits
The major topics that will be covered in this course include: Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables. Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making. Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.
Ethics, Tax Practice & Understanding Circular 230
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Importance of ethics in tax practice Overview of Circular 230 and its application to tax practitioners Common ethical violations and penalties Procedures to promote compliance with ethical standards Real-life scenarios illustrating ethical decision making in tax preparation Circular 230 provisions related to tax return preparation and representation Best practics for maintaining professional integrity and compliance
Federal Tax Updates for Individuals Part 2
Available Until
On-Demand Only
4.00 Credits
The major topics that will be covered in this course include: Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other fedral tax issues
Masterint the Art of Comflict: CPA Transformative Strategies
Available Until
On-Demand Only
4.00 Credits
The major topics that will be covered in this course include: Common conflicts CPAs face The impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilities Identifying conflict triggers Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions. Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.
Navigating IRS Authorizations: Forms 2848 & Form 8821
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this course include: Overview of IRS Power of Attorney (POA) rules Form 2848: Authority to Represent Clients before the IRS Form 8821: Accessing Tax Information Without Representation Identifying errors and compliance risks in POA filings Rules for revoking or updating POA authorizations Managing authorizations through the CAF system Electronic submissions and the IRS online authorization process Ethical responsibilities when holding a POA
S Corporations: Comprehensive Walk Through of Form 1120S Part 1
Available Until
On-Demand Only
4.00 Credits
The major topics that will be covered in this course include:
S Corporations: Comprehensive Walk Through of Form 1120S Part 2
Available Until
On-Demand Only
4.00 Credits
The major topics that will be covered in this course include: Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
Available Until
On-Demand Only
4.00 Credits
The main topics that will be covered in this class include: Purpose of Financial Statement Analysis Comparing Actuals vs. Expectations & Benchmarking Case Studies 1 & 2 Ratio Analysis Case Study 3 Analysis of Statement of Cash Flows Case Studies 4 & 5 Other Uses of Ratios
The 10 Must Know Excel Features
Available Until
On-Demand Only
2.00 Credits
The major topics that will be covered in this class include: Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively. Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis. XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease. SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations. SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting. Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations. Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records. Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data. Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive. PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.
Think AI-First and Future-Proof Your Firm
Available Until
On-Demand Only
1.00 Credits
How AI-first firms will dominate the next 2-5 years Why AI isn't replacing CPAs and making the best one stronger How to use AI to track leadership patterns, test decisions and scale advisory The exact AI prompts top firms use for strategy, pricing and client insights How to turn messy firm data into structured, actionable intelligence How to develop AI-first instincts in real-time
Turning Tax Tech into Leadership Opportunity
Available Until
On-Demand Only
1.00 Credits
How to recognize and reframe inefficiency as an opportunity for leadership Why digital champions often lead from the middle not the corner office How to pilot tax technology like K1x and build firm-wide buy-in How to translate staff wins into ROI that parners can't ignore Change management strategies that make new technology stick Why culture, not code, defines long-term success