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CPE Catalog & Events

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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.

In-Person 3 MTCPA Webcasts 8 Webinars 9482 Chapter Events 1 All 9494 Anytime CPE 84

Showing 9201-9220 of 9482 Results (Page 461 of 475)

Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals

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Webcast Only

2.00 Credits

The causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being

Surgent's Successful Communication

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Webcast Only

4.00 Credits

The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success

Surgent's Predicting Future Financial Issues Facing the Financial Executive

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Webcast Only

4.00 Credits

CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment The future of medical care in the United States in a post COVID-19 environment Future of social security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency “Fate of the States” – will the location of your business make you less competitive Future of workmen’s compensation and unemployment compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure ESG and DEI trends in the global economy Impact of continuing uncertainty in markets

Surgent's Hiring New Workers and Payroll Taxes

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Webcast Only

2.00 Credits

Form W-4 Form I-9 Form W-9 End-of-year compliance Payroll tax returns Unemployment insurance

Surgent's Representing a Client in an IRS Audit

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Webcast Only

3.00 Credits

Impact of the Trump Administration on IRS funding Reduction in IRS staffing Potential reduction in IRS’s ability to process and audit tax returns Status of IRS Direct File program Auditing large corporations and partnerships Audits of high income and high net worth individuals Information document requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen for 2025: roadmap to IRS audit issues

Financial Statement Analysis for Managers 26-27

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Webcast Only

4.00 Credits

Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures

Surgent's Engagement and Client Retention Best Practices

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Webcast Only

1.00 Credits

Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets

Surgent's Capital Assets: Basis and Taxation for Financial Professionals

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Webcast Only

2.00 Credits

Capital asset classification and basis determination Realization vs. recognition rules and special scenarios Disallowed losses and related limitations Types of capital gains and losses and their tax treatment Netting capital gains and losses Calculating taxes on ordinary income and capital gains Marginal vs. effective tax rates Tax planning strategies for capital assets

Surgent's Foundations of Cybersecurity for Financial Professionals

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Webcast Only

2.00 Credits

Financial professionals’ roles in cybersecurity risk management Foundational terminology and principles (e.g., risk management, threat actors) Real-world case studies of cybersecurity strategies in financial settings Integrating cybersecurity into financial reporting and compliance Understanding the dynamic cybersecurity threat environment

Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional

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Webcast Only

4.00 Credits

Economic update Leadership and management changes because of recent developments, including AI Managing for productivity Hiring the best people for the organization New motivation techniques

Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security

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Webcast Only

2.00 Credits

Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments

Surgent's Going Out on Your Own: Entity Types and Accounting Methods

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Webcast Only

2.00 Credits

Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation

Surgent's Lessons Learned From Recent Accounting Malpractice Actions

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Webcast Only

2.00 Credits

Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area

Surgent's Use the Data Model to Build More Powerful PivotTables

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Webcast Only

2.00 Credits

Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets

Surgent's Adapting to OBBBA Changes: A Strategic Review

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Webcast Only

2.00 Credits

Business losses The SALT cap Implementing Section 1202 changes Form 1099 reporting changes Business meals Health care–related issues Family and medical leave Other crucial OBBBA provisions

Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

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Webcast Only

2.00 Credits

What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options

Surgent's Excel: Mastering PivotTables

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Webcast Only

2.00 Credits

Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel

Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments

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Webcast Only

8.00 Credits

Audit requirements for ERISA §103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics Best practices for engagement planning, internal controls, risk assessment, and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues

Surgent's Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders

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Webcast Only

2.00 Credits

Introduction to the EU AI Act: background, objectives, global relevance, and extraterritorial scope Key provisions and risk classifications: prohibited, high-risk, limited-risk, and general-purpose AI systems; prohibited AI practices Compliance requirements for high-risk AI systems: technical documentation, data governance, and human oversight requirements; importance of risk management and transparency obligations Practical steps for U.S. professionals: strategies to align with EU compliance standards; anticipating future regulatory developments

Surgent's Progressive Discipline and Termination

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Webcast Only

2.00 Credits

Defining progressive discipline, including typical steps in any progressive discipline process The importance of a fair disciplinary process When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination Documentation best practices Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation Avoiding key risks in the termination process Best practices for legally compliant termination procedures