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.
Lunch & Learn In-Person: Healthcare Checkup: Examining Changes and Trend
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Metairie
2.00 Credits
Healthcare Economist Michael Bertaut will focus on regulatory and coverage changes, as well as the financial pressures carriers will be facing in 2024 and beyond. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the In-Person Lunch & Learn at the LCPA Member Center. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch included) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana Category: Specialized Knowledge June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO • Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLCCategory: Taxation December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney Category: Specialized Knowledge
Lunch & Learn Webcast: Healthcare Checkup: Examining Changes and Trend
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Online/Webcast
2.00 Credits
Healthcare Economist Michael Bertaut will focus on regulatory and coverage changes, as well as the financial pressures carriers will be facing in 2024 and beyond. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the Webcast Lunch&Learn. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch incuded) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana Category: Specialized Knowledge June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLC Category: Taxation December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney Category: Specialized Knowledge
Surgent's Controllership Skills Update: Current Survival Skills
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Online/Webcast
2.00 Credits
The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization's results today and preparing it for the future. This brief program offers specific actions that can be implemented by financial personnel to expand their role through improving their organization. The actions and techniques provided build upon and improve activities that exist in many organizations (measuring, budgeting, hiring, risk management, etc.), as well as providing insights into capital allocation, cash management, valuation techniques, variables that influence capacity levels, M&A activity and actions to increase efficiency and innovation. Updated to include the impact of regulations, additional examples of M&A, alliances and strategic spin-offs/splits, methods to improve efficiency from existing activities, the impact of COVID-19, as well as current organizational changes employed to manage and accelerate growth.
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. 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 SEE FULL SESSION DESCRIPTIONS (pdf) K2 Webinar FAQs
Shreveport Chapter: BRF’s Economic Development Initiatives
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Shreveport
1.00 Credits
BRF (Building Our Region's Future) President and CEO John F. George Jr., M.D. will review BRF's diverse economic development initiatives which focus on entrepreneurship, angel investing, digital media, business recruitment and more. Dr. George's insight will give you a clear perspective of the current economic climate in the area, and equip you with information to better advise your clients or leaders within your company. Registration fee includes lunch.
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
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Online/Webcast
2.00 Credits
Effective teamwork pays its own way by creating greater productivity and profitability in any accounting organization. A team of people working cooperatively can produce more than the sum of individual members working alone. One good idea stimulates another - but only if the team members are engaged and motivated to do so. Teamwork is inhibited in today's high-stress and changing accounting regulatory environment. Integrated into this informative yet pragmatic seminar are tried-and-true motivational principles for the realities of today's changing accounting workplace. It's not easy, but it can be done. You will learn how to form, motivate, steer, and get greater results from all team members by understanding what makes them tick and strategizing approaches to engage all team members.
Surgent's The CMA's Guide to Project Management
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Online/Webcast
2.00 Credits
A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to their analytical training and knowledge of budgets and controls, they typically have ongoing contacts with other professionals from a variety of backgrounds. Familiar analytical tools/techniques can be applied to managing projects. This brief program is designed to aid both experienced and less experienced participants in increasing their knowledge of, and comfort with, the steps and skills needed for success.
Surgent's Marijuana: A Generalized Business Viewpoint
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Online/Webcast
2.00 Credits
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a complex regulatory landscape, which includes strict compliance with federal and state regulations. However, the complexity of this emerging market provides opportunities for accountants and other financial professionals. Behind the cannabis dispensaries are scores of related business sectors including food production, retail, farming, and chemical production, as well as facilities, design, and construction. Simply stated, the commercialization of marijuana offers financial professionals an opportunity to participate in an industry expected to reach $73 billion worldwide within six years.
Surgent's Raising Financially Capable Children
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Online/Webcast
2.00 Credits
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, their first contact is to their accounting and financial professionals, so it is important to be able to provide a framework to help teach clients how to prepare their children for life with privilege. This course is designed for all practitioners who want to help their clients navigate the process of teaching the next generation about personal finances. Because every family and child are different, it is critical to develop a specific plan for each client, and likely each child and grandchild. By working with their clients' descendants, accounting and finance professionals not only build rapport and trust but also get to know the children and grandchildren, building firm value and long-term connection.
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 Latest Developments in Government and Nonprofit Accounting and Auditing
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Online/Webcast
8.00 Credits
This is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort with this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.
Surgent's Individual Charitable Planning: Philanthropy for Income Tax Return Reporting
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Online/Webcast
2.00 Credits
Many individuals make contributions to religious, educational, scientific, literary, or other 501(c)(3) charities. For the purposes of tax savings, some forms of giving are more tax advantageous than others. Learn the tax implications on various types of donations and the tax strategies to minimize the tax. Gifts of appreciated non-cash assets may involve tax analysis and proactive planning. Learn how to help navigate charitable giving and properly report noncash charitable contributions on Form 8283. Other strategies involving QCDs (qualified charitable distributions) and donor advised funds will also be discussed.
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
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Online/Webcast
2.00 Credits
Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for implementing security policies. It is just as important to be diligent, safe, and well-versed in the attacks that we face in our personal lives.
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate
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Online/Webcast
3.00 Credits
Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and administering an estate. The purpose of this program is to discuss those issues that practitioners with clients involved in estate planning administration need to know so as to be able to advise those clients. Lack of planning and preparedness in estate issues can cost the heirs time and money upon a decedent's death.
The Best Federal Tax Update Course by Surgent
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Online/Webcast
8.00 Credits
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
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Online/Webcast
2.00 Credits
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency, and greater employee satisfaction. Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This webinar looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning.
Surgent's Update on the SECURE 2.0 Act
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Online/Webcast
2.00 Credits
This course provides a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many important changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages. Make sure you are up to date with the latest information available in order to effectively advise your clients on these important changes.
Surgent's Construction Contractors: Accounting and Financial Reporting Issues
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Online/Webcast
4.00 Credits
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of business due to the many users of the financial statements (especially considering the impact of COVID-19). In this course, we will discuss why construction accounting and financial reporting are so complex and discuss the relationship between the contractor and the surety, both from an underwriting and claims perspective. We will also explore what the surety looks for in order to maximize potential bond credit.
2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach
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Metairie
3.00 Credits
The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
New Orleans Chapter: Annual Meeting & Election of Officers
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New Orleans
0.00 Credits
The New Orleans Chapter is ready to celebrate the end of busy season together! Come on out to The Blue Crab Restaurant & Oyster Bar and enjoy a relaxing evening of food, drinks, and fun as we elect the 2024-25 New Orleans Chapter Officers. Ditch the ten-key, say goodbye to tax deadlines, and say hello to friends. You have worked hard this season, so take some time and enjoy a break from the forms and frenzy.Current LCPA members attend compliments of the New Orleans Chapter. Guests are $15pp. Advanced registration is appreciated for planning purposes. 2024-2025 Slate of Officers President Wyatt Higgins, CPA • Kushner LaGraize, LLC President-Elect Catherine Roe, CPA • Cowart Roe CPA LLC Secretary Valarie Wells, CPA • US Department of Agriculture Treasurer Cloreece Knight, CPA • Knight CPA Services, LLC Members at-Large Nicholas Gremillion, CPA • Primary Care Plus Jason Hijuelos, CPA • Onward Finance & Accounting Moe Iqbal, CPA • EAG Gulf Coast, LLC Darla Saux, CPA, CGMA Trish Thibodeau, CPA • LaPorte CPAs & Business Advisors Jim Schneider will serve as Immediate Past-President. Questions? Contact Jim Schneider.