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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 3772 Chapter Events 3 All 3786 Anytime CPE 84

Showing 1681-1700 of 3772 Results (Page 85 of 189)

Surgent's Industry Accountant Key Performance Metrics

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Webcast Only

8.00 Credits

Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools

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

Build Your Team: Get Results 26-27

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Webcast Only

8.00 Credits

Myths about teamwork Lessons from great teams Discuss the Five Dysfunctions of a Team Key duties and attributes of a true leader How to gain commitment Create an action plan to harness teamwork

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

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Webcast Only

8.00 Credits

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions  SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

Surgent's Establishing State Residency and Saving Your Clients Money

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Webcast Only

2.00 Credits

Typical provisions in state statutes regarding domicile and residency In depth analysis of domicile and residency definitions Issues regarding one’s permanent abode Analysis of jurisdiction where taxpayer has the greatest connections Detailed discussion of criteria used to establish domicile and residency

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 Ethical Considerations for CPAs

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Webcast Only

2.00 Credits

Auditor independence and its importance to the public accounting profession Common threats to auditor independence AICPA’s framework for assessing conflicts of interest Unique threats related to non-attest services to attest clients Common safeguards to help assure compliance with relevant rules and regulations

Surgent's Exploring Business Valuation Fundamentals

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Webcast Only

2.00 Credits

What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models

Surgent's Excel Budgeting Ideas

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Webcast Only

2.00 Credits

Set up an in-cell drop-down list of budget methods  Change the calculations in the cells based on the selected budget method  Use names in worksheets

Four Most Overlooked Business Risks: Preparing for the Future 26-27

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Webcast Only

8.00 Credits

Systemic Risk Strategic Risk Culture Risk Management Continuity Risk

Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships

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Webcast Only

8.00 Credits

Applicable provisions of the One Big Beautiful Bill Act (OBBBA) Single-member limited liability companies as an alternative to subsidiaries Cancellation of indebtedness rules and regulations How the IRS views members or partners for Social Security purposes Special problems when forming an LLC Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting bottom-dollar guarantees Distribution or a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions Death or retirement of a member or partner – understanding the alternatives Step-up in basis issues – how to make the computations and elections Property transactions between the LLC/LLP and its members or partners – what to do with built-in gain or loss property When are partnership losses deductible? Material participation rules for LLC members and limited partners and how they affect passive loss issues Continuation and termination of an LLC/partnership in the context of a merger or acquisition Sales of an LLC interest – holding period and hot asset issues Impact of the tax on investment income on the sale of an interest in a partnership or LLC Repeal of the technical termination of partnership provision Impact of Soroban Capital Partners LP, 161 TC No.12 NEW: The IRS removes recently finalized regulations identifying certain partnership basis shifting transactions as transactions of interest (see Chapter 2)

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

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 

Shortcuts that Excel Users Love

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Webcast Only

2.00 Credits

This session is taugh using a Hands-On methodology.  We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The Excel topics discussed in this session include: The power of keyboard shortcuts Oft used features with more capability than meets the eye New helpfil features

Fraud—How to Find, How to Prevent 26-27

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Webcast Only

4.00 Credits

Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips

Preparing Financial Statements for Clients 26-27

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Webcast Only

4.00 Credits

Preparation engagement definition and risk assessment Materiality Misstatements & Fraud Client acceptance and continuation Engagement letters Prospective financial statements

Four Most Overlooked Business Risks: Preparing for the Future 26-27

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Webcast Only

8.00 Credits

Systemic Risk Strategic Risk Culture Risk Management Continuity Risk

Surgent's Excel Shortcuts for Accountants

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Webcast Only

2.00 Credits

Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall

Surgent's Data Analytics for Accountants and Financial Managers

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Webcast Only

2.00 Credits

Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration Lists of readings and next-level software for a participant’s future reference

Surgent's Understanding Non-Compete Agreements

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Webcast Only

2.00 Credits

Review of the current legal and regulatory framework surrounding non-compete agreements Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements