CPE Catalog+Events
Our comprehensive, easy-to-search list of all LCPA-sponsored courses helps you find exactly what you're looking for, or even a course on a new topic to expand your competencies. TIP: When doing multiple searches for different events, be sure to clear filters between searches.
K2 Technology Virtual Conference
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Online/Webcast
16.00 Credits
The Technology Conference offers up to 16 hours of fast-paced presentations to make you more productive, efficient, and effective when using technology. K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues accounting, financial, and other business professionals face. In addition, you will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology. SEE FULL SESSION DESCRIPTIONS (pdf) CONFERENCE AGENDA DAY ONE: MONDAY, MAY 20 8:30 - 10:10 am Tech Update 10:10 - 10:20 am Break 10:20 am - 12:00 pm CONCURRENT SESSIONS Office Scripts: The New Macros Getting Started with AI The ABCs of Automation with Microsoft's Power Platform 12:00 - 1:00 pm Lunch Break 1:00 - 2:40 pm CONCURRENT SESSIONS What's Now, What's Next: Emerging Technologies Accessing Your Company's Data with Power Query and Power BI CPA Firm Technology and Management Update 2:40 - 2:50 pm Break 2:50 - 4:30 pm Excel Best Practices and Features DAY TWO: TUESDAY, MAY 21 8:30 - 10:10 am Time to Advance Automation 10:10 - 10:20 am Break 10:20 am - 12:00 pm CONCURRENT SESSIONS Optimizing Your Tech Stack Advanced Collaboration Solutions Small Business Accounting Solution 12:00 - 12:50 pm Lunch Break 12:50 - 1:40 pm CONCURRENT SESSIONS Consumer Electronics Show 2024 Review AI Confidential? Privacy and AI Better Reporting with QuickBooks Online 1:40 - 1:50 pm Break 1:50 - 2:40 pm CONCURRENT SESSIONS Harnessing ChatGPT Effective Automation and Outsourcing Saving Time with Electronic Forms 2:40 - 2:50 pm Break 2:50 - 4:30 pm Ripped from the Headlines: Lessons from Tech Crimes K2 Webinar FAQs
Tax Town Hall - Filing Season Recap
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Lafayette
2.00 Credits
Join us in person for an insightful Tax Town Hall where we explore the complexities of tax laws and regulations at both the state and federal levels. This free event offers a comprehensive overview of the recent tax filing season, featuring Louisiana CPA practitioners who will share their experience and insights.Our esteemed panel of CPAs will unpack the challenges and opportunities encountered during the last tax season, providing practical guidance and analysis. From navigating state-specific tax codes to understanding federal updates, our discussion will cover a wide range of topics relevant to individuals and businesses alike.This Town Hall highlights the collaborative effort of CPAs coming together to address key issues and provide clarity in the ever-changing tax landscape. Whether you're a tax professional seeking to stay updated on the latest developments or a taxpayer looking for valuable insights, this Town Hall promises to be an informative and engaging experience. This is a FREE event — an exclusive LCPA member benefit!AGENDA 1:00-1:05p Welcome/Introduction1:05-1:50p Filing Season Discussion (Panel) Client acceptance/Client satisfaction/client retention What worked What did not work IRS/LDR Issues 1:50-2:30p Billing-Hourly, Menu Pricing, and Value Billing/Costs/Software Billing/Costs/Software Onboarding/Discovery Fee/Initial consultation Tech Fee Screening potential clients/charge for initial consultatione 2:30-2:45 Refreshment Break (Sponsored By ACE Scholarships Louisiana)2:45-3:20p Processes - Panel Discussion Work Flow Engagement letters Tax organizers Portals More electronic acceptance by clients Best practices for tax departments such as workflow, electronic storage and workpapers, etc. Practice Continuation/Emergency Assistance 3:20-3:50p Software Issues Return preparation OCR/Tax Dome/Smart Vault Accuracy of electronic products 3:50-4:00p Wrap Up
The FTC’S Nationwide Ban On Non-Compete Agreements
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Online/Webcast
1.00 Credits
Free for Members-Only! Discover the legal landscape surrounding Louisiana non-compete agreements and the FTC's groundbreaking nationwide ban on these agreements in this comprehensive presentation. Learn why CPAs find it crucial for client compliance and strategic planning, while businesses must adapt to protect intellectual property and talent retention. In Louisiana, where non-compete agreements are common, this regulatory shift holds significant implications for businesses, demanding swift adaptation to remain compliant and competitive. Jude Bursavich addresses the background, implications, and challenges in this FREE webcast — an exclusive LCPA member benefit. Is your membership up to date? Log in and renew to power up your membership. To register non-CPA staff, give us a call at 504.464.1040 or email info@lcpa.org.
The Controllership Series - Addressing Budgeting Uncertainty
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Online/Webcast
1.00 Credits
With new accounting standards, the economic landscape and evolving technology, accounting, financial reporting and finance continue to grow in complexity. FASB has tried to address the growing complexity, by working towards making GAAP less convoluted. The struggle to stay on top of accounting financial reporting requirements and finance changes due to the economy continues for several reasons. Lack of in-house SMEs, managing high volumes of transactions, and data and evolving information technology systems. In the future, executives must consider the challenges they will face in future years that will bring their own nuances and complexities. Budgeting is certainly one of those processes that must be evaluated and re-evaluated for efficiency. This session delves into the corporate budgeting process and discusses methods used and which methods may or may not allow for the organization’s to properly plan for a volatile future. Speaker - Lynn Fountain
The Controller Function - Elevating the Role
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Online/Webcast
1.50 Credits
This is the beginning of a series that will cover major aspects of the Controllership function. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today’s world of acronyms such as CFO, CEO, COO, CAO, etc., the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy and transparency of accounting and financial reporting information. A Controller is an individual who has responsibility for all accounting-related activities including high-level accounting, managerial counting, and finance activities within a company. The duties of a Controller include assisting with the preparation of the operating budgets, overseeing financial reporting, and performing essential duties relating to payroll. However, in today’s evolving world, the Controller function can provide much more in-depth value to their organizations. This series is dedicated to exploring the traditional Controller role and stepping out of the box to identify areas where the Controller can add strategic value to their organizations. In this first course we focus on the typical Controller function and begin to identify ways to elevate the function. Speaker - Lynn Fountain
Project Management: Employ Best Practices & Mindset
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Online/Webcast
2.00 Credits
Project Management is not the same as workflow management, and a project manager is more than a task master. Driving change, leading a team and managing client engagements requires a great deal of organization and planning. Successfully launching a new technology, onboarding clients, developing a new service line ... all takes more than a checklist of to-do items. You need to monitor risks and opportunities. You need to gain buy-in to drive adoption. Proper scoping and projections help keep projects on course, and not become a costly experiment that gets shoved to the back burner. Project managers are trained in analyzing the data while also managing people. In this session explore basic project management best practices and mindset to more effectively managing change in your firm.Speaker - Samantha Mansfield/Jessica Hartsfield
Surgent's Going Concern Accounting and Reporting Considerations
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Online/Webcast
2.00 Credits
This course will review the relevant considerations related to going concern, including assessing when substantial doubt concerning an entity's ability to continue as a going concern exists, management mitigation efforts, and required disclosures both when management, and the accountant, feel such efforts will be effective in mitigating the risk, as well as when they do not. Lastly, we'll consider the accountant's reporting responsibilities under various scopes of services in various scenarios and how to audit this often-contentious topic.
LinkedIn Profile Secrets for CPAs
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Online/Webcast
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Sandra Long
Exploring Internal Controls That Could Have Prevented Frauds
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Online/Webcast
2.00 Credits
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Chris Harper, CPA
Determining Reasonable Compensation for Owner Employees
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Online/Webcast
1.00 Credits
This session will expand on methodologies to employ when owner-employee compensation is at issue. The session will focus on determinations of reasonable replacement compensation for individuals who both provide services to a closely held business or professional practice and also have an ownership stake in the enterprise. Executive Compensation in the form of options and restricted stock will also be covered in the context of marital dissolution proceedings. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Ronald L Seigneur, CPA/ABV, ASA, CVA
New Orleans Chapter: Tech Trends and Cybersecurity Update
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New Orleans
2.00 Credits
Award-winning presenter Les Nettleton equips you with the latest insights and strategies to navigate the dynamic intersection of technology and cybersecurity. From industry professionals to firm practitioners, this session caters to CPAs in various roles. We'll delve into the hottest topics shaping today's technological landscape, including hardware, software, cloud computing, artificial intelligence, and secure remote work practices. Discover how emerging technologies can revolutionize your workflow and enhance productivity while ensuring robust cybersecurity measures are in place. Les will address cybersecurity concerns head-on, focusing on the newest scams targeting email and text messages. Learn how to identify and thwart potential malware infections and phishing attempts, safeguarding your financial data and personal information. Whether you're working in a firm or industry, this session offers invaluable insights and actionable strategies to fortify your cybersecurity defenses and embrace technological advancements effectively. Join us to future-proof your financial practice and stay ahead in today's digital landscape. Non-CPA staff, student, and candidate affiliates are invited to attend at the member rate (free).
Advanced Budgeting - Balance Sheet and Cash Flow Projections
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Online/Webcast
1.00 Credits
Unless you expect your organization to be stable in the short, medium and long term, you need to understand how to create long-term balance sheet and cash flow projections. Growing organizations must know whether they will have the resources to execute their business plan. Struggling organizations need to know if they will have the cash to survive. This session will increase your organization's ability to see its future and increase the confidence that your CEO, Board and bank have in you. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - John L. Daly, MBA, CPA, CMA, CPIM
QuickBooks DESKTOP- Monthly Closeouts and Year-End Cleanups
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Online/Webcast
2.00 Credits
The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take monthly. We'll show you what to do in your QuickBooks Pro, Premier, or Enterprise as well as learn what you can do monthly to ensure a tax return that will stand up again an IRS audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Dawn W. Brolin, CPA, CFE
Microsoft 365 Deployment Bootcamp for Your Practice
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Online/Webcast
4.00 Credits
Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 (M365) deployment. Discover how to leverage the M365 suite of apps to unlock new efficiencies and opportunities within your firm. Don't miss this chance to supercharge your practice with cutting-edge tools! Whether you are a solo practitioner or larger firm, this "bootcamp" will provide you with an ROI many times greater than your investment to attend. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - John Higgins, CPA.CITP
Surgent's Annual Accounting and Auditing Update
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Online/Webcast
8.00 Credits
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms
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Online/Webcast
8.00 Credits
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.
Understanding and Creating an Internal Control System
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Online/Webcast
8.00 Credits
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Karl Egnatoff, CPA.CITP
Excel - Building Powerful Lookup & Reference Formulas
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Online/Webcast
2.00 Credits
Excel has over 500 functions that are built-in and ready to use. You just have to figure out which one to use and when. Integrating functions into each and every one of your spreadsheets not only improves efficiency, it also makes your task easier to execute. In this webinar, we will focus on Logical, Information and Lookup & Reference functions. In the Logical function section, you will learn to perform logical test using the IF function along with AND, OR and NOT. In the Information function section, you will learn various ERROR checking functions that can be combined with the Logical functions. In the Lookup & Reference section, you will learn to use the various LOOKUP functions and INDIRECT function. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Bryan L. Smith, CPA.CITP, CISA
Data Analytics: Practical Insights for Today's Accountant
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Online/Webcast
2.00 Credits
This session explores tools and techniques that can enhance the efficiency and effectiveness of client engagements and business processes using data analysis tools. We will introduce some of today's popular and software tools and examine the AICPA's Five-step approach to incorporating data analytics into public accounting engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Chris Harper, CPA
Surgent's Mastering Client Management for Accounting and Finance Professionals
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Online/Webcast
2.00 Credits
Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.