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 to view and register for the class you want.
Ethics in the World of AI: An Accountant's Guide to Managing the Risks
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Webcast Only
2.00 Credits
Business uses of AI Nine risk areas of AI Three ethical frameworks Risk mitigation strategies
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.
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
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
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
CFO Series: Advanced Financial Analysis: Use the Right Tools
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Advanced financial analysis and modeling toolsProper modeling of long-term decisionsBest practices in project analysis Alternative evaluation methodsWhy should you consider multiple metrics?Capital rationing Choosing the correct discount factorYear-end convention and other less understood assumptionsSensitivity and scenario analysisMonte Carlo Simulation in practiceInterpreting results properlyNPV vs IRR vs MIRR vs ROI.Considerations when metrics contradict other metricsReal options are hard to value but are invaluableBehavioral issuesEvaluating projects with no obvious returnMultiple numeric examples and work sheets
Auditing Financial Statements of ERISA Plans
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Webcast Only
4.00 Credits
Auditing the statement of net assets available for benefits Types and classification of common plan investments Plan investment audit procedures based on type of audit and risk assessment Auditing the statement of changes in net assets available for benefits Audit procedures at the participant level required for investment gains (losses), contributions and benefit payments or withdrawals Presentation and disclosure requirements in accordance with GAAP Audit considerations related to related parties, parties in interest, prohibited transactions, a plan's tax status, and Form 5500 and Form 11-K filers
Ethics: Critical Thinking, Case Studies and Fraud
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Webcast Only
4.00 Credits
AICPA Code of Professional Conduct CPA responsibilities and AU-C 315 The new AICPA Ethics Codification Disciplinary cases and actions CPA Vision Seminal events The impact of ethical and unethical conduct on our profession
Navigating the AI Landscape?: An Introduction to Generative AI and ChatGPT for Accounting Professionals?
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Webcast Only
1.50 Credits
ú Practical examples of productivity improvements using ChatGPT ú Live demonstration of ChatGPT
Multistate Taxation - Tax Staff Essentials
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Webcast Only
8.00 Credits
ú Constitutional limits and Public Law 86-272 ú Interstate activity ú Nexus, UDITPA and MTC ú Calculation of state taxable income ú Filing methods for multistate taxpayers ú Apportionment and allocation ú Multistate income tax planning
Are You Ready for Your Peer Review?
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Webcast Only
3.00 Credits
· Peer review process and timeline · Quality control standards overview · Enhancing Audit Quality initiatives · Common issues identified in peer review and how to prevent them · Best practices to prepare for your firm's peer review · Peer review resources and tools
Quality Management: My System is Set Up -- Now What?
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Webcast Only
2.00 Credits
· Additional ongoing requirements of SQMS NO. 1 · Monitoring and remediation requirements · Identifying, evaluating, and responding to findings and deficiencies · The required annual evaluation of the system of quality management · Evaluating the performance of those with responsibilities · Considerations for firms in a network · Sole practitioner and small firm guidance
CFO Series: Accounting for People: Trends, Costs, & Talent
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Trends in the modern workforce: demographics, generational shifts, remote work, and engagementThe true costs of talent: hiring, retention, and turnoverPeople as assets versus people as liabilitiesThe varied challenges in accounting for human capitalMetrics that matter; KPIs for employee performance and valueIntegrating people costs into financial strategyNavigating compliance, risk, and benefits
Ethics and Professional Conduct
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Webcast Only
2.00 Credits
Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns