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.
2022 Accounting, Auditing & SSARS Update - Pop-up Webcast with Kurt Oestriecher
October 4, 2022 8:30am - 12:00pm
Online/Webcast
4.00 Credits
Don't miss this opportunity to get your A&A hours for 2022 from one of the best! Kurt Oestriecher is one of the highest rated speakers in the country and has won multiple national and state awards. This course will focus on standards that impact engagements ending on or after December 31, 2021. Highlights include: Implementation guidance for the Lease Standard (ASC 842) Guidance on updated Audit reports Guidance on updated Review reports Complying with materiality requirements for review engagements Auditing accounting estimates You can log into the webcast from anywhere AND ask questions that will be directly answered by Kurt in real time. This is a rare opportunity. Don't miss it. Register today!
Surgent's Public Speaking and Presentation Skills
October 3, 2022 12:00pm - 2:00pm
Online/Webcast
2.00 Credits
Gerald Ford once said that "[n]othing in life is more important that the ability to communicate effectively." Public speaking remains a centuries-old skill that allows individuals to effectively communicate both at a personal and professional level. The benefits of good public speaking run long, whether it be the ability to persuade others, lead a team, or encourage critical thinking. This course is designed to refresh and refine speaking skills for professionals. Through this webinar, participants will gain a better understanding of the core skills of how to communicate effectively in groups - big or small. The webinar is intended to help those who already speak in public better improve their skills, while at the same time teaching more novice speakers how to approach a task that so many professionals dread - speaking in front of others. Speaker - Jason Cornell
Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses
October 3, 2022 12:00pm - 3:30pm
Online/Webcast
4.00 Credits
A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to both prepare and understand, especially for small and medium-sized businesses. Oftentimes financial statement users will first turn to the notes in the financial statements in order to get a feel for where the business and its numbers might be heading, so these disclosures need to be well-written and follow applicable standards. This course will focus on key balance sheet and income statement disclosure as well as those relating to adoption of new accounting standards related to revenue (ASC 606) and leases (ASC 842), accounting policies, changes in accounting estimates and errors, subsequent events, going concern, and related party disclosures. The course will use illustrations, examples based on private company financial statements disclosures, and real-world excerpts from financial statements to provide you with a hands-on feel for the disclosure requirements across a number of accounting standards.Speaker - Richard Daisley, CPA
Surgent's Basics of Employment Law for Non-HR Professionals
October 3, 2022 12:30pm - 4:00pm
Online/Webcast
4.00 Credits
Understanding the impact of employment laws when working with employees is both challenging and confusing. Most company policies are based on federal or state laws. The enforcement and interpretation of policies need to be consistent and fair. Participants will learn the basics of employment law and how they affect employment best practices, and specifically, the interview process. They will learn techniques to help control the interview and discover the hidden talents of applicants.Speaker - Susan Redding, M.B.A, SPHR
Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges
October 4, 2022 8:00am - 11:30am
Online/Webcast
4.00 Credits
For those entities who formerly recognized revenue under the guidance of Statement of Position 81-1, Accounting for Performance of Construction-Type and Certain Production-Type Contracts (SOP 81-1/ASC 605-35), understanding the basics of Topic 606 is not enough. In order to effectively apply Topic 606, you need a detailed understanding of how to recognize revenue over time under Topic 606's Five-Step model. Even though Topic 606 is currently effective, changes in business and contracts will always require the need to stay current on this topic. Now is the time to get the answers to your application questions. In this course we'll explore Topic 606 from the perspective of entities that currently recognize revenue under SOP 81-1/ASC 605-35, highlighting how the accounting for revenue recognition changed following the adoption of ASC Topic 606. Next, the course will address challenging sections of the ASC 606 guidance such as identifying performance obligations and when and how you recognize revenue over time. Applying Topic 606 successfully to your long-term contracts is an ongoing exercise. This course will keep you up to date with the latest guidance and best practices in this critical area.Speaker - Richard Daisley, CPA
Surgent's Looking Ahead: Predicting Future Financial Issues and Their Impact on Accountants in Industry
October 4, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
This program explores the current economic trends and analyzes their impact on you as the financial executive in areas of professional skepticism, medical care costs, Social Security viability, the dollar as a world currency, the national infrastructure, and the "fate of the states" as well as the AICPA's top 10 trends and technologies. Specific recommendations and insights will be offered to you to deal with the challenges.Speaker - Frank Ryan, CPA
Surgent's Performing Single Audits Under the Uniform Guidance for Federal Awards
October 4, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
Applying one set of auditing standards is tough. Applying three sets of auditing standards is really tough. However, this is precisely what the auditor does in applying GAAS, the Yellow Book, and the OMB requirements to a single audit. This is an essential course for auditors performing single audits as it will equip you with the hands-on skills needed to perform audits under the Uniform Guidance for Federal Awards. The course materials utilize a highly illustrative and innovative format. Over 40 focused exercises are included to provide an enhanced working knowledge of the single audit requirements.Speaker - Charlie Blanton, CPA
Surgent's Data Analytics Toolkit - Tools and Applications
October 4, 2022 12:00pm - 2:00pm
Online/Webcast
2.00 Credits
There is no shortage of data, but relatively few organizations have an environment and process to isolate, capture, analyze, and convert data into actionable information. Too often, we collect as much data as possible, continue to use historic measurements, and communicate data using traditional vehicles. Good decisions are not the result of the amount of data gathered, but of the quality and understanding of the information. The goal of this program is to explore a number of analytical tools and techniques and identify applications for them within an organization. Analytical techniques will be introduced throughout the discussion, and a significant amount of time will be spent addressing the steps needed to establish a data-driven environment and identifying and discussing potential/specific applications. In this way, participants get experience they can begin to use in their organizations. An expanded list of reference books and next level software is also provided.Speaker - Tony La Russo, BA, MBA, CMA
Surgent's Top Individual Tax Planning Strategies
October 4, 2022 12:00pm - 2:00pm
Online/Webcast
2.00 Credits
It is unclear at the beginning of 2022 whether this year will see major tax changes or not. To a large extent, this depends on President Biden's ability to shepherd changes originally part of the Build Back Better Act through Congress. If this does not prove to be the case, then 2022 will be marked more by the repeal of major changes enacted as part of attempts to stabilize the economy due to the COVID pandemic. Many taxpayers may use 2022 to plan for the eventual enactment of part or whole of the tax changes contained within the Build Back Better Act.Speaker - Mike Tucker, Ph.D., LL.M., J.D.
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations
October 5, 2022 8:00am - 11:30am
Online/Webcast
4.00 Credits
The effective date for private companies of ASC 326, Credit Losses, is rapidly approaching. Staring in 2023, all entities will be recording credit losses using the current estimate of credit loss (CECL) model, which will accelerate the recognition of such losses for all companies, including non-lending institutions and companies with trade accounts and leases receivable. This new guidance truly impacts all entities. In this course, we'll focus on applying the ASC 326 guidance to non-lending institutions. We'll review the CECL model and discuss how to apply it to trade accounts receivables and lease receivables, as well as the other financial assets which are in the scope of the new guidance. We'll also examine how to transition to the CECL guidance as well as review the new and voluminous disclosures required by ASC 326. 2023 is right around the corner and now is the time to get up to speed on the impact of this new guidance.Speaker - Richard Daisley, CPA
Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
October 5, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.Speaker - Michael Frost, CPA
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
October 5, 2022 12:00pm - 2:00pm
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
Surgent's Project Management: Tips, Tricks, and Traps
October 5, 2022 12:00pm - 3:30pm
Online/Webcast
4.00 Credits
This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier. In an effort to avoid talking theory without concrete examples, we will often use examples born from projects needed as a result of our experiences with COVID-19.Speaker - Art Pulis, MBA
Surgent's The Essential Multistate Tax Update
October 5, 2022 12:00pm - 3:30pm
Online/Webcast
4.00 Credits
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance.Speaker - Dave Peters, CPA, CFP, CLU, CPC
South Central Chapter: Chair Visit & Member Celebration
October 5, 2022 5:30pm - 7:30pm
Houma
0.00 Credits
2022-23 LCPA Chair Seth Norris is going out on the road! He will be joined by CEO Ron Gitz on a statewide tour to meet members and discuss the profession's biggest issues. Seth's focus this year is Solving for X, where 'X' stands for the variety of personal and professional people who support CPAs every day in their careers. A puzzle-fanatic himself who's pretty good with a Rubik’s cube, Seth with shine the light on how CPAs can help others solve the world's biggest problems. Bring a guest to enjoy dinner and drinks for an evening of networking and reconnecting with your fellow members.Join us in celebrating 25-year members of the LCPA! 25-Year Member Honorees Timothy Gallagher Stephanie Leonard John D. Opiela 50-Year Member Honoree Guy W. Pitts
Surgent's A Complete Guide to the Yellow Book
October 6, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
If you work with governments and not-for-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.Speaker - Charlie Blanton, CPA
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
October 6, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(A)(3)(c) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations. Speaker - Melissa Critcher, CPA, PC
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive
October 6, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.Speaker - Frank Ryan, CPA
Open House with the Chair
October 6, 2022 12:00pm - 2:00pm
Metairie
0.00 Credits
Seth Norris, LCPA's 22-23 Chair, personally invites you to join him at the LCPA Member Center for a light lunch and refreshments. Seth is making a stop in Metairie while on his road trip to visit each chapter. Seth, along with LCPA CEO Ron Gitz and all the staff, are excited to welcome you to tour our new home in Metairie, get together with fellow members, and catch up on what's happening in the profession. Stop by anytime between 12-2pm for a quick visit or stay as long as you like. Parking is complimentary. This event is free but please RSVP so we know you're coming.
Surgent's Introduction to Forensic Accounting
October 6, 2022 12:00pm - 3:30pm
Online/Webcast
4.00 Credits
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts, and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services.Speaker - Jason Cornell