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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.

Showing 673 All Results

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Webcast: 2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

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Online/Webcast

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.

Surgent's Basics of the Valuation of a Closely Held Business

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Online/Webcast

4.00 Credits

An understanding of the basics of business valuation is an invaluable tool for practicing accountants to better assist clients who are considering buying or selling their business or an interest therein, contemplating estate tax planning or creating a buy-sell agreement, or dealing with the death of an owner, a shareholder dispute, or a divorce. Business valuation may also be a practice area an accountant would be interested in pursuing for increased billables. Many forward-thinking closely-held business owners are currently looking at possibly higher capital gain rates, particularly with a Democratic regime. Take this course to be well advised and prepared in order to better assist that potential selling owner. Speaker - Sandy Klevan

AICPA's Preparation, Compilation, and Review Engagements: Update and Review

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Online/Webcast

4.00 Credits

Get the latest developments If you supervise preparation, compilation, and review engagements, this course will help you comply with the professional standards by informing you of the latest developments and issues relevant to these engagements. Learn about the U.S. business economy, peer review, FASB and SSARS updates, and other areas affecting preparation, compilation, and review engagements.Speaker - Daryl Krause

AICPA's Yellow Book: Staying Compliant with Government Auditing Standards

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Online/Webcast

8.00 Credits

The guidance you need. Understand the concepts and standards of generally accepted government auditing standards (GAGAS) so that you can perform Yellow Book audits. Gain an excellent baseline of information for understanding the Yellow Book, with guidance found in the Government Auditing Standards. With guidance related to independence and peer review, increase your knowledge of the requirements and application guidance related to the following: Ethics Independence Standards for financial audits Attestation engagements Performance auditsSpeaker - Rebecca Meyer

Business Losses: Going Backward and Forward

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Online/Webcast

2.00 Credits

The TCJA made turning business losses into tax refunds far more difficult.  The CARES Act suspended and modified many of these changes.  This course will address the revised rules for deducting business losses and discuss planning ideas and potential pitfalls.  **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com. Speaker - Doug Van Der Aa, CPA, JD

Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

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Online/Webcast

2.00 Credits

Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and managers to address a host of issues, including an understanding of applicable laws, appropriate financing, staffing requirements, marketing, liability protection, and many more. This course provides a broad overview of the critical issues business owners, as well as their professional advisors, must consider when starting and growing a small business. There is extensive research regarding best practices in this area, and this webinar is intended to distill down such information and focus on what is critical to get a small business up and running as seamlessly as possible.Speaker - Jason Cornell

K2's 2023 Mastering Advanced Excel Functions

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Online/Webcast

4.00 Credits

With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels. In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel. Speaker - Thomas Stephens

Listening to the Statement of Cash Flows

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Online/Webcast

2.00 Credits

This course will allow you to get reacquainted with the statement of cash flows. We will refresher your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company’s accrual-basis financial statements. Speaker - Chris Harper

AICPA's Controller Series: Establishing, Maximizing and Communicating Internal Controls

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Online/Webcast

1.00 Credits

Internal controls are often misunderstood by our coworkers as "things that get in the way." But a good system of internal controls will support getting work done the right way and protect against the ultimate failure - fraud. This session will review the intent and practical application of the COSO framework for maximum efficiency and protection.Speaker - Jennifer H Elder

AICPA's Performing Preparation, Compilation and Review Engagements

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Online/Webcast

2.00 Credits

Comply With All Standards As You Manage Preparation, Compilation, and Review Engagements This webcast is a go-to reference for staying in compliance with all professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs).Speaker - Daryl Krause

Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change

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Online/Webcast

2.00 Credits

Our country and our accounting methods have undergone huge changes in the previous few years, most of it challenging. Individuals and entire businesses have been left reeling by new tax regulations, doing more with less, and employment restructuring. Organizations must adjust quickly; notwithstanding how painful these changes have been. This course instructs accounting managers on how to deal with change and stress in the workplace. Before it affects them in a negative way, the accounting professional will learn how to best manage the changing work environment and the stress that comes with it. "The first wealth is health," remarked Ralph Waldo Emerson, but for many of us, stressful jobs are putting our health at jeopardy.Speaker - Tina DePrisco

Analytical Procedures: Practical Applications and Standards

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Online/Webcast

2.00 Credits

This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given. Speaker - Chris Harper

Partnership Essentials: Tax Basis Capital Accounts

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Online/Webcast

2.00 Credits

This course examines the critical issues and special opportunities facing partnerships and their partners, with a focus on reporting tax basis capital accounts.  **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com. Speaker - Doug Van Der Aa, CPA, JD

Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues

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Online/Webcast

2.00 Credits

Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically and emotionally detrimental. Establishing a work-life balance is difficult in any profession, yet financial professionals confront unique challenges that make this goal seem even more elusive. Technology results in being "always on," with no true time to disconnect and genuinely enjoy family, exercise, or hobbies. Lack of balance comes with costs, including poor health and lower productivity. Why are some professionals able to establish a successful balance between career demands and family while others are not? How are some firms able to achieve both high employee satisfaction and strong productivity? This webinar looks at research, surveys, and simple anecdotal information to provide a better understanding of how to achieve a realistic work-life balance in the modern world. We also discuss the tax consequences that arise when professionals seek balance by working from home in one state while their employer is located in a different state.Speaker - Jason Cornell

Staying SASsy - A Look at Recent Auditing Standards

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Online/Webcast

1.00 Credits

This session will explore newly-issued auditing standards. Particular emphasis will be devoted to the reformatted audit report and key audit matters. Speaker - Chris Harper

Audit & Attestation Update: What's Going on at the AICPA 2023

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Online/Webcast

4.00 Credits

The AICPA's Auditing Standards Board has issued numerous standards that are effective in 2023. We'll review the impact of the changes to auditing estimates, risk assessment, noncompliance with laws and regulations (NOCLAR), as well as the changes coming down the pike for quality management. This course will keep auditors up to date on the work of the ASB. Speaker - Melisa Galasso

K2's 2023 Safeguarding Taxpayer Data - A Guide For Your RequiredSecurity Plan

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Online/Webcast

2.00 Credits

Combatting today’s cybercriminals takes everyone working together. The Internal Revenue Service works with state tax agencies and the tax industry to fight these 21st-century identity thieves. Unfortunately, data thefts at tax professionals’ offices are on the rise. Online providers also must follow the six security and privacy standards in Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns. In addition, you fall under the PTIN and 4557 mandates if you prepare tax returns. Learn how to fulfill your obligations by participating in this session. Regardless of size, most public accounting firms are mandated to have a written security plan in place. Failing to have such a plan in place can lead to substantial fines. Join us in this session to learn what your security plan should include and how to implement it. Speaker - Randolph (Randy) Johnston

Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs

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Online/Webcast

4.00 Credits

While the effective date of Topic 606 has passed for companies, there will always be a need for a comprehensive review of the accounting related to revenue recognition, including recently issued changes to this guidance. Whether you are looking to improve your revenue recognition processes, benchmark your financial statement disclosures against your peer group, or assess the impact of changes to your revenue recognition processes due to COVID-19, this course will provide you with the information you need to apply Topic 606 in this current environment. This course will review the basic Topic 606 five-step model and provide specific implementation guidance and examples. It will cover the presentation and disclosure requirements for Topic 606, including the private company disclosure relief available under Topic 606, and provide disclosure examples. Lastly, the course will discuss best practices, lessons learned, and ways to improve the business process when recognizing revenue going forward. Even though implementing Topic 606 is behind us, it is still possible to improve the processes that drive revenue recognition and this course will assist you in doing that.Speaker - Samuel Monastra, CPA

Surgent's Industry Accountant Toolkit

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Online/Webcast

8.00 Credits

This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.Speaker - Frank Ryan, CPA

Webcast: 2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

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Online/Webcast

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.