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.
Quality Management: Engagement Quality Reviews
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Webcast Only
2.00 Credits
· Overview of engagement quality reviews and the firm's responsibilities · Requirements for engagement quality reviews and appointing reviewers contained in SQMS No. 1 · Timing of engagement quality reviews · Performing an engagement quality review · Considerations for sole practitioners
CFO Series: Accounting in the Age of AI: What to Know
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Autonomous general ledgers: what they are and how much can you depend upon them?Financial statement analysis using AI.AI use in Budgeting and Forecasting.Using AI for research and planning (tax & GAAP), e.g.:AI-driven fraud detection tool's capabilities and limits.What to automate and what to leave alone.Evaluating vendor claims and setting reasonable expectations.AI ramification on staffing and hiring.The impact of self-serve AI research on your relationship with your CPA firm
The Most Critical Challenges in Not- for-Profit Accounting Today
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Webcast Only
4.00 Credits
Key issues related to not-for-profit financial reporting (e.g. presenting a measure of operations, various disclosures, concentrations of risk, and etc.) Key challenges encountered in not-for-profit accounting (e.g. contributed services, restricted contributions, conditional contributions, membership dues, noncash contributions, and etc.) Additional issues in not-for-profit financial reporting
Controller Series: Technology - Must Have Excel Competencies
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Webcast Only
1.00 Credits
Reality of Excel use Gartner - Magic Quadrant of tools for data analysis Will Excel go away? Two essential Lean principles Misuses of Excel APIs (Automated Program Interfaces) Relationship between Excel and data analytics Excel tips and tricks
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
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
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
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Webcast Only
1.00 Credits
· Overview of the SOC suite of services · Understanding the market for SOC engagements · Considerations when adding SOC services to your firm, including: · identifying services · building a SOC team · identifying clients · identifying the proper engagement · scoping and pricing considerations · establishing a quality review process · peer review considerations
Farm & Ranch Conference
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Great Falls
8.00 Credits
Explore specialized tax rules and planning strategies for the agriculture industry with farm tax expert Paul Neiffer. Gain insights into maximizing tax benefits and applying agribusiness-specific concepts for your farm clients.
Farm & Ranch Conference - VIRTUAL
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Webcast Only
8.00 Credits
Explore specialized tax rules and planning strategies for the agriculture industry with farm tax expert Paul Neiffer. Gain insights into maximizing tax benefits and applying agribusiness-specific concepts for your farm clients.
Behind the Curtain: Exploring IRS Audit Technique Guides
Available Until
On-Demand Only
2.00 Credits
Build Better Budgets: Fundamental Techniques
Available Until
On-Demand Only
2.00 Credits
Guide Strategy: Attract Investments with Financial Forecasts
Available Until
On-Demand Only
2.00 Credits
Income Tax Analysis: Exploring In-Depth Concepts
Available Until
On-Demand Only
2.00 Credits
Learning to Teach "Tax" as a Second Language
Available Until
On-Demand Only
1.00 Credits
Unlocking Deep Secrets: Case Studies in Financial Analysis
Available Until
On-Demand Only
2.00 Credits
Ethics: 10 Crucial Qualities of High-Character CPAs
Available Until
On-Demand Only
2.00 Credits
Discover why the ten crucial qualities of high-character CPAs are essential to your success Learn how to evaluate these qualities in job candidates and why you must do so
Accountants and Malpractice; Can We Get Sued for This?
Available Until
On-Demand Only
2.00 Credits
How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Advanced ChatGPT for Accountants
Available Until
On-Demand Only
2.00 Credits
Advanced Excel: Hidden Secrets and Gems
Available Until
On-Demand Only
2.00 Credits
Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox Enhance creativity in your approach to developing Excel models
An Exhaustive Look At Fraud & Ways To Control It (Part 1)
Available Until
On-Demand Only
4.00 Credits
Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working