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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.
AHI: Level I - Basic Staff Training
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Webcast Only
24.00 Credits
Role of new staff Understanding audit objectives Accounting data analytics Working paper techniques/cash Analytical procedures Compilation and review services Tax recognition and research techniques Auditing/reviewing selected accounts
Preparation, Compilation and Review Issues - Highlights 26-27
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Webcast Only
2.00 Credits
AR-C 60 AR-C 70 AR-C 80 and AR-C 90
Cash Management Techniques: Cash Does Not Manage Itself! 26-27
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Webcast Only
4.00 Credits
Case studies and participant discussions will highlight these cash management issues: Manage cash electronically Encourage customers to pay faster Preserve cash and reduce costs by partnering with vendors to take advantage of their purchase discounts
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
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Webcast Only
4.00 Credits
Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
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
Preparing Quality of Earnings Analysis 26-27
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Webcast Only
3.00 Credits
Uses of a Quality of Earnings Report Information needed to prepare the report Overlapping enterprise valuation concepts Various adjustments to "as reported" EBITDA
The Impact of Machine Learning on Auditors
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Webcast Only
2.00 Credits
Financial Statement Disclosures 26-27
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Webcast Only
8.00 Credits
General requirements Balance Sheet, income statement and cash flow Stockholders" equity Business combination and consolidation
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
Financial Statement Disclosures 26-27
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Webcast Only
8.00 Credits
General requirements Balance Sheet, income statement and cash flow Stockholders" equity Business combination and consolidation
Leveraging ChatGPT: Unleash the Power
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Webcast Only
1.00 Credits
Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) 26-27
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Webcast Only
8.00 Credits
ASU effective in 2024 and beyond Recent SAS Selected ethics interpretations
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
Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) 26-27
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Webcast Only
8.00 Credits
ASU effective in 2024 and beyond Recent SAS Selected ethics interpretations
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
Auditing Standards Update & Best Practices 26-27
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Webcast Only
4.00 Credits
Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies Identify controls that exist, especially when those controls are not clearly identified or formalized Evaluate if those controls prevent or detect material misstatements in the financial statements Design effective audit procedures (including testing of controls where appropriate) in response to the auditor's assessed risk of the potential material misstatements in the financial statements
Ethical Intelligence: Global Case Studies & Standards 26-27
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Webcast Only
4.00 Credits
Ethical Responsibilities for CPAs AICPA Code of Professional Conduct PCAOB Independence & Ethics Sarbanes—Oxley Act Circular 230 Foreign Corrupt Practices Act Whistleblower & Reporting Duties (incl. Dodd-Frank) California State Board Ethics & Enforcement Data Privacy & Confidentiality (CCPA/CPRA)
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 26-27
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Webcast Only
2.00 Credits
Round robin review of lesser-known M365 apps Reduce / eliminate internal email communications with Teams and SharePoint Collaborate on spreadsheet and documents with your colleagues in real time Get control of your appointment schedule with the Bookings app Tap the full potential of OneNote as your primary repository for notes, correspondence and more Replace email attachments with secure file sharing links Document business processes with the Stream app Leverage the power of AI in M365 with Copilot
Internal and External Fraud: Understanding It and Working to Control It 26-27
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Webcast Only
8.00 Credits
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 26-27
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Webcast Only
8.00 Credits
Financial entity IRS filing status Recent ASC updates affecting nonprofits Inflows and Outflows QuickBooks Desktop Setup Data entry Reporting Governance policies and budgeting