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.
CFO Series: How to Survive an Audit and Avoid Pitfalls!
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Types of audits: external, internal, compliance, regulatory, objectives of each audit type, and how they differAligning management’s role with auditor expectationsWhat to expect in the planning phaseFieldwork survival tips and communication best practicesDocumentation dos and don’tsResponding to findings and building effective action plansAvoiding common audit pitfalls
How AI is Automating Internal Control 26-27
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Webcast Only
4.00 Credits
An explanation of Artificial Intelligence (AI) Specific ways AI is replacing human cognition What is on the internal control horizon related to AI and other technologies
BUNDLE: CFO Series - August 2026
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Webcast Only
6.00 Credits
The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: CFO Series: How to Survive an Audit and Avoid Pitfalls!CPE: 2Field of Study: AuditingDiscussion Leader: Robert Berry, MBA, CPA, CIA, CISADate: Friday, August 7, 11:00 amDescription: If the word "audit" makes your team groan, you're not alone. Whether it's an internal review, a regulatory exam, or a full-blown financial audit, most finance and accounting teams face scrutiny from multiple directions. This seminar helps participants understand what auditors are really looking for, how to align your goals with theirs, and what you can do to make the audit process smoother, less stressful, and more productive. You'll learn what to expect during each phase of the audit-planning, fieldwork, and reporting and walk away with practical strategies to improve your communication, documentation, and overall preparedness. Whether you're supporting an external audit, prepping for compliance testing, or working with internal auditors, this session will help your team respond with clarity, confidence, and professionalism. We will show you how to streamline the audit process so it is easier for you and for the auditors, which saves time and money. Week 2: CFO Series: Improving Profitability and Cut the Right CostsCPE: 2Field of Study: FinanceDiscussion Leader: Don Minges, MBADate: Friday, August 14, 11:00 amDescription: Cost cutting is easy, but cutting the right costs is NOT easy. Most cost-cutting exercises fail, either by cutting the wrong costs, cutting too much, cutting too little, ignoring interrelated impacts, taking shortcuts, or waiting too long. The internal politics are problematic. One key solution is to take sufficient time to plan properly and assess the true goals and objectives. Planning is essential. We will show you how to cut the right costs correctly and avoid career-killing blunders. Week 3: CFO Series: Cash Flow Statement: Enhancing the Ignored StatementCPE: 2Field of Study: AccountingDiscussion Leader: Robert Mims, CPADate: Friday, August 21, 11:00 amDescription: The cash flow statement is one of the most confusing financial reports, yet it has the potential to deliver the most essential keys to understand business performance. After all, cash is still both king and queen! This session explores how to present, interpret, and communicate cash flows effectively to help CEOs, boards, and decision-makers drive smarter results. By using the Sources and Uses format, professionals can make the statement more intuitive and actionable. Learn how to simplify cash flow information and focus discussions on what matters most; how cash is generated and deployed. We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood, and we will show you how to fix that. Week 4: CFO Series: Beyond Likes & Shares: Social Media at WorkCPE: 2Field of Study: Communications and MarketingDiscussion Leader: Jane Mims, PhDDate: Friday, August 28, 11:00 amDescription: In our social media world of scrolling, liking, sharing, and sometimes reporting, there is a dilemma that hits hard in the workplace. Should we use social media? How can we use social media responsibly? Can we separate our personal self from our professional self? We will discuss the numerous errors made when dealing with social media and the negative fallout. Social media often drives cultural trends and conversations. Even if someone isn't directly participating in these conversations online, they may still be exposed to them through mainstream media, conversations with others, or public events. We will review what is and is not acceptable for a professional to do. Your people ARE using social media, but are they using it to inadvertently damage the organization and the brand? Be prepared with a plan before another social media fiasco happens.
Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:The transformative role of artificial intelligence (AI) in accounting and auditingEnhancing efficiency and innovation with AI toolsMitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas
Volume to Value: A New Era of Precision Hiring in Accounting
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:The shift from volume to precision hiringWhy firms are moving to targeted, competency-based hiringTalent market impacts and competitive hiring realitiesAI in recruiting: practical use cases and implicationsWhere AI tools commonly support hiring workflowsBenefits and limitations of AI-enabled screening and assessmentThe skills mismatch in accounting hiringWhy critical thinking and professional communication gaps persistWhy traditional hiring methods miss these competenciesThe new competency hierarchy for high performersDefining and prioritizing the competencies that drive resultsAI ethics awareness and professional judgment in an AI-enabled workplaceAssessment methods for precision hiringStructured behavioral interviewing and scoring rubricsWork simulations, case presentations, and client scenariosUsing AI-enabled assessments responsibly and consistentlyMetrics and ROI: evaluating successQuality-of-hire measures (performance, ramp time, manager satisfaction)Retention and turnover measuresEfficiency measures (time-to-fill, cost-to-fill) and how to balance themImplementation roadmapA phased approach to adopting precision hiring (foundation → expansion → optimization)– Building governance, documentation, and consistency for scalability
Exercise Your Ethics: Techniques to Improve Ethical Response
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.Discover ways to improve ethical response.Practice, using practical advice from leading thinkers in ethics.
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Getting started with ChatGPTTour of the ChatGPT app and how to use itVariety of hands-on case study examples for accounting, finance, and taxProtecting your data privacy in ChatGPTAdvanced ChatGPT features reviewSubscription plan options
Tax Implications of Retirement Plan Distributions
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
Ethics: How to Give and Receive Criticism the Right Way
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Webcast Only
2.00 Credits
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Surgent's Food, Beverage, and Entertainment Expensing
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Webcast Only
2.00 Credits
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
A Culture of Regulatory Ethics: A Competitive Advantage
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Webcast Only
4.00 Credits
The major topics that will be covered in this class include:Does it pay for a company to have strong ethics?Can you measure the financial impact of ethics?Does ethics make a difference in financial performance?Can ethics be used as a competitive advantage?What sets the CPA designation apart?AICPA Code of Professional Conduct & the Conceptual Framework ApproachEthics as a marketing toolPersonalizing your Code of EthicsFour building blocks of ethical cultureWhat influences employee behavior?Ethical researchBuilding trust in organizationsMaintaining objectivity in difficult situations
Forgotten Managerial Accounting Tools for CPAs
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Webcast Only
2.00 Credits
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
Surgent's Real Estate Taxation: Critical Considerations
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Webcast Only
4.00 Credits
The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales
Al Capone to Cybercrime: The Journey of IRS Special Agents
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Noble Leadership: An Ethical Approach
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Leadership DefinitionVirtue EthicsRelationship of Virtue Ethics to LeadershipCharacteristics of the Noble LeaderActions to create a culture of respect and dignity
Surgent's Information Security and Privacy
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Webcast Only
2.00 Credits
Covered entities and permitted uses and disclosures NIST framework Threat agents and attacks Cybersecurity risks Threat modeling and threat landscape Vulnerability management Layered security and defense-in-depth Protection of confidential data
Managerial Accounting: Your Prescription for Better Decision
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
Money Laundering 101 for CPAs
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Webcast Only
4.00 Credits
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
Self-Rental Real Estate: Passive Activity & Section 199A
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Introduction to Ethics & Professional Skepticism
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:The Code of Ethics for Professional Accountants.The pressures, opportunities, and rationalizations that lead to instances of fraud. Interactive examples to illustrate various scenarios of noncompliance during engagements.