CPE Catalog & Events
CPE & Event Classes
MTCPA has literally thousands of live and online courses to help you satisfy your professional development needs. It is our goal that the classes offered through MTCPA will enhance your knowledge and help you become even more successful.
Most classes put on by MTCPA can be taken either LIVE (In-Person) or VIRTUAL (Webcasts) - please make sure you are registering for the correct one. (Webinars are classes from other providers)
MTCPA is now offering a new on-demand learning platform to enable you to learn and earn CPE on your own time. Stand-alone courses are available as well as an all-access subscription to the entire Anytime library. Click the 'Anytime' tab below to view the courses!
Please click here to view our Professional Development Catalog in print.
Anytime CPE Subscription
Available Until Wednesday, January 31
On-Demand Only
0.00 Credits
Independence & Conflicts of Interest
Wednesday, March 29
7:00am - 8:00am
Webcast Only
1.00 Credits
The major topics covered in this class include:AICPA Code of Conduct: Independence, Conflicts of Interest, Case Study: OlympusCase Study: Buca di Beppo
Bitcoin Fundamentals - What Every CPA Should Know
Wednesday, March 29
7:00am - 10:00am
Webcast Only
3.00 Credits
The major topics that will be covered in this class include:The evolution of money: barter, gold, paper, digital, cryptocurrencyBitcoin defined: technology, currency, payment system, store of valueHow Bitcoin works: origin, network, nodes, miners, transactionsParticipating in the Bitcoin network: procuring, spending, accepting and storing BitcoinIntroduction to Ethereum, a substantial alternative to BitcoinIncome tax implications of Bitcoin and other cryptocurrenciesAnalysis of the current market value of Bitcoin and Ethereum
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
Wednesday, March 29
7:00am - 10:30am
Webcast Only
4.00 Credits
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organization
Shorten Month-End: Closing Best Practices
Wednesday, March 29
7:00am - 11:00am
Webcast Only
4.00 Credits
Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems' headaches that slow you downWork through examples of close cycle "time killers" and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly
How to Bring an IRS Whistleblower Case
Wednesday, March 29
7:30am - 8:30am
Webcast Only
1.00 Credits
The major topics that will be covered in this class include:The IRS whistleblower program How to file a claim that actually gets worked and paid
How to Deduct Travel, Meals, & Entertainment Expenses NOW - 2 Hours
Wednesday, March 29
8:00am - 10:00am
Webcast Only
2.00 Credits
Recent legislation and developments related to reporting travel, meals and entertainment expenses Adequate accounting rules for reimbursements Accountable plans Reimbursement of nondeductible expenses Simplified Per Diem “Directly related to” and “Associated With” tests Facility vs. Activity expenses Nine Exceptions to Section 274 Staff snacks and meals IRS Notice 2018-76 Food and beverages during entertainment
Remote Auditing: Management & Supervision
Wednesday, March 29
8:00am - 10:00am
Webcast Only
2.00 Credits
The major topics covered in this class include: Challenges of working remotelyBest practices for remote supervision of individualsRemote team management
Walter Haig's Personal Financial Health Checkup
Wednesday, March 29
8:00am - 4:00pm
Webcast Only
8.00 Credits
The topics that will be covered in this course include:Preparing a personal financial statement following U.S. GAAPRecasting U.S. GAAP personal financial statements into powerful management toolsIdentifying key financial factors that must be managed in order to achieve financial self-sufficiencyKey personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at DeathHow to create "goal" statements that achieve results
Ethics - Regulatory & Standards Update
Wednesday, March 29
9:00am - 11:00am
Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Recent ethics standards changes that impact your practice.Key regulatory changes and initiatives affecting CPAs and the future of the profession.Emerging issues and standard-setting activity that could affect your practice.Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.How failure to follow the standards can result in unwanted regulatory actions and publicity.
Governmental GAAP Update
Wednesday, March 29
10:00am - 12:00pm
Webcast Only
2.00 Credits
GASB Leases Reference Rate Reform GASB Update
S-Corporation Essentials: Stock & Loan Basis Reporting
Wednesday, March 29
10:00am - 12:00pm
Webcast Only
2.00 Credits
Recent tax legislation, rules, and developments impacting S-corporations, including TCJA and COVID-19 related provisions Reporting on Schedule E S corporation basis in stock and debt Shareholder basis Basis of indebtedness S corporation open account debt Limitation of deduction of losses AAA and distributions
The Impact of ESG Matters on Financial Reporting & Audits
Wednesday, March 29
10:00am - 12:00pm
Webcast Only
2.00 Credits
The major topics covered in this class include:Overview of the impact environmental, social, and governance (ESG) matters have on the financial worldEvolving guidance from the AICPA and other stand-setters related to ESG mattersRisks of material misstatement in financial statements and related disclosures emerging from ESG matters
The Remote Team Roadmap for Accounting Firms
Wednesday, March 29
10:00am - 12:00pm
Webcast Only
2.00 Credits
The major topics covered in this class include:Key drivers of virtual accounting practice success: building, engaging, and retaining a remote teamPrepare firms to build a solid framework for creating their own virtual business model and managing a remote team
Excel - Advanced Formatting to Improve Your Spreadsheets
Wednesday, March 29
11:00am - 1:00pm
Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Customizing cell formatting and cell stylesUsing number and custom number formattingUsing Conditional Formatting to format cells based upon a defined criteriaProtecting a worksheet and workbook to prevent changes
Money Laundering Awareness for Accountants
Wednesday, March 29
11:00am - 1:00pm
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
Introduction to the Property & Casualty Insurance Industry
Wednesday, March 29
12:00pm - 1:00pm
Webcast Only
1.00 Credits
The major topics covered in this class include:The unique regulatory world of insuranceDifferences from other industriesDifferences within the industryTypes of accountingInvolvement of specialistsTax considerations
Leases: Lessee-Topic 842-20
Wednesday, March 29
12:00pm - 2:00pm
Webcast Only
2.00 Credits
• FASB ASC 842 • Leases and All recently released updates to ASC 842 • Leases
How to Deduct Travel, Meals, & Entertainment Expenses NOW - 4 Hours
Wednesday, March 29
12:00pm - 4:00pm
Webcast Only
4.00 Credits
Recent legislation and developments related to reporting travel, meals and entertainment expenses Adequate accounting rules for reimbursements Accountable plans Reimbursement of nondeductible expenses Reporting travel expenses Simplified Per Diem Meals and entertainment expenses “Directly related to” and “Associated With” tests Facility vs. Activity expenses * Nine Exceptions to Section 274 Business Meals IRS Notice 2018-76 Food and beverages during entertainment Mileage and Per Diem rates
Eldercare Financial Scam Protection
Wednesday, March 29
12:30pm - 1:30pm
Webcast Only
1.00 Credits
The major topics that will be covered in this class include:Exponential growth of aging population due to Baby Boomers Sources of scams and schemes perpetrated against older adultsMethods to protect older adults from scamsSuspicious Activity Reporting (SAR)Flagging credit reports and bank accountsConservatorships and GuardianshipsWhere to report elder abuse