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2014 Small Business Workshop (SBW14)
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To do well in business, you have to do more than the status quo. Doing just enough to get by just won’t cut it. LCPA’s Small Business Workshop brings together top presenters and relevant topics in one day to help you take control and transform business obstacles into growth opportunities. From saving money, to minimizing employer liability, to operating more efficiently, to reducing fraud, you’ll gain the knowledge to turn a good business into a better business.

When: 9/19/2014
8:30 AM until 4:30 PM
Where: LCPA Training Center
2400 Veterans Memorial Blvd
Ste 500
Kenner, Louisiana  70062
Presenter: Various

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8:00 – 8:25 amRegistration & Continental Breakfast
8:25 – 8:30 am Welcome/Announcements
Debbie Takewell, CPA • Partner – Takewell & Hanna, APAC • West Monroe, LA
2014 Chair, Small Business Committee
8:30 – 9:45 am Termination, Suspension, Discipline: Doing It Right to Minimize Liability
Fred Preis Jr., JD • Partner • Breazeale, Sachse & Wilson, LLP • New Orleans, LA
It is vitally important for CPAs to have basic knowledge and understanding of the human resources function since it impacts so many financial decisions. This session will concentrate on employee discipline, including supervision and termination, because of the significant importance of doing it legally correct. Fred will address the most common Labor/Employment laws that businesses will confront as well as suggested strategies to deal with those laws to reduce monetary exposure.
9:45 – 9:55 amBreak
9:55 – 10:55 amBusiness Incentives and Sales Tax Update
Kristian A. Gerrets, JD • Manager, Business Incentives Division • Bourgeois Bennett, CPAs & Consultants • Metairie, LA
This presentation will lead the participant through a general discussion of the Louisiana Credits & Incentives Landscape. Kristian will instruct as well as enlighten you regarding the concepts and universal pressure points associated with successfully navigating the "waters” of the Louisiana credits & incentives realm. Ultimately, the hope is that every participant regardless of their experience level in working with credits and incentives will take away valuable knowledge from having participated in this discussion.
10:55 – 11:55 amConcerns and Considerations for Transitioning a Business to the Cloud
Wes Withrow • Chief Information Security Officer • R2 Cybersecurity • New Orleans, LA
If your client or employer is asking you about the "cloud", this session will help you explain what it is, the pros/cons of moving a business to the cloud, and the business decisions and choices they'll need to carefully consider. Wes will walk you through real-world scenarios of companies he's helped move to the cloud, how they did it, why they did it, and more.
11:55 am – 12:45 pmLunch
12:45 – 2:00 pmNontraditional Retirement Plan Design for Taxing Times
E. Thomas Foster Jr., Esq. • National Spokesperson, Retirement Services • Mass Mutual Financial Group
In 2013, thirteen new surtaxes became effective that are in addition to the marginal taxes. This session addresses the challenges facing business owners, and how tax and financial professionals can help protect their assets as well as grow them through the use of non-traditional plan design. Tom will explain how effective plan design can help mitigate tax liability, hear what the government is considering relative to changes in laws and regulations, and gain a better understanding of the parallels between health care and retirement.
2:00 – 3:00 pmNavigating IRS Appeals
Brandon A. Lagarde, CPA, JD, LLM • Tax Director • Postlethwaite & Netterville, APAC • Baton Rouge, LA
Every year, the Office of Appeals helps over 100,000 taxpayers resolve their tax disputes without stepping foot in Tax Court. This session will cover what you need to know about the procedural aspects of dealing with the IRS through the Appeals process when your client receives a deficiency notice or a bill. Properly navigating this process is integral to achieving the best result for your client
3:00 – 3:15 pmBreak
3:15 – 4:25 pmInternal Controls and Risk Management for Today’s Small Businesses:  A Look at the COSO Frameworks
Sandra Richtermeyer, PhD, CMA, CPA • COSO Board of Directors & 2011-12 IMA Chair Emeritus • Xavier University • Cincinnati, OH
This session will cover the essentials of the COSO Internal Control Integrated Framework and the COSO Enterprise Risk Management Framework and discuss implications for small enterprises. Sandy will give you practical insight into the control environment, risk assessment, control activities, information and communication as well as monitoring. The role of objectives and business models in risk management and internal control will also be discussed.

8 CPE Credits

Registration Fees



CPA Non-Members

Early Bird (through 9/4)



Standard (after 9/4)



Hotel Information: Check for LCPA discounted hotel rates in Kenner and around the state.

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2400 Veterans Memorial Blvd., Suite 500
Kenner, LA 70062-4739

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