CPE Catalog & Events
CPE & Event Classes
MTCPA offers thousands of live and online courses to meet your professional development needs. Our goal is to enhance your knowledge and help you achieve even greater success.
Most MTCPA classes are available both LIVE [In-Person] and VIRTUAL [MTCPA Webcasts (in-house) or Webinars (other providers)], so please be sure to register for the correct format under the appropriate tab below.
Also check out our on-demand learning platform, allowing you to earn CPE at your convenience. You can choose stand-alone courses or opt for an all-access subscription to our entire Anytime library. Click the Anytime CPE tab below to explore the available courses!
Generative AI in Practice-Boost Efficiency and Profitability
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Implementing AI for accounting automationEnhancing auditing processes with AI toolsAI applications in tax complianceLeveraging AI for business advisory services
Defining Where and Why Internal Controls are Needed
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Webcast Only
2.00 Credits
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
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
ChatGPT Vision for Financial Analysis
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.
Grading Your Auditors - Are You Getting the Most Value?
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
Become a Data Analysis Expert
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Webcast Only
2.00 Credits
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
Ethics: Giving Thanks - How to Master the Art of Gratitude
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Webcast Only
2.00 Credits
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
Overcoming Tech Adoption Challenges in CPA Firms
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Webcast Only
1.00 Credits
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms
Ethics: What a CPA in Business & Industry Needs to Know
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Webcast Only
2.00 Credits
Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business
What You Can Learn From the Statement of Cash Flows
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Webcast Only
2.00 Credits
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Technology Trends Update for CPAs with John Higgins
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsBig data and data analytics the new frontier for CPAsWorkflow automation with RPA, ML and AI with a focus on ChatGPTBlockchain technology, the revolutionary data storage modelCryptocurrency 15 years later, an update on the market and technologyMetaverse - what's it all aboutCloud based financial and ERP software market update
Introduction to Yellow Book: 8-Credit Boot Camp
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Webcast Only
8.00 Credits
The major topics that will be covered in this course include:The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The key financial reporting differences for governmental and nonprofit entities.The fundamentals of Yellow Book and Uniform Guidance audits.
An Ethical Approach to Mental Health Issues at Work
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Webcast Only
2.00 Credits
The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally
Walter Haig's SSARS Prep, Comp and Review Update
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Webcast Only
8.00 Credits
The major topics that will be covered in this class include:Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance.Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance.Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance.Common mistakes made in SSARS engagements as identified in peer reviews and in litigation.
Tools for Mastering Ethical Decision Making
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Webcast Only
1.00 Credits
'- Recognize the elements of an ethical dilemma - Tools to develop moral courage - What to think, say, and do when faced with an ethical dilemma - How to use the Four Component Framework (James Rest) to address ethical issues
Accounting and Disclosure Issues After a Natural Disaster
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Current and noncurrent asset impairment. Insurance claims and related recoveries. Debt and liquidity issues. Government assistance and relief. Subsequent Events. Lease modifcations. Other matters.
Compilation, Preparation and Review Basics and Peer Reviews
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Webcast Only
2.00 Credits
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.
Mining Your Firm Client Database for Revenue
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Webcast Only
1.00 Credits
The major topics that will be covered in this course include:How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.Using the data you already own and relationships you have already built to drive smarter growth.
How to Build a Custom AI Chatbot and GPT in Plain English
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Webcast Only
2.00 Credits
The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants
Leadershift: Drive Results Through Ethical Performance Mgmnt
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Webcast Only
4.00 Credits
The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.