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.
2023 Controllers Conference
March 24, 2023 8:00am - 4:20pm
Baton Rouge
8.00 Credits
Note: This is the in-person (preferred) registration page for this conference. To register for the online/webcast option, CLICK HERE. For a business to succeed in our rapidly changing economy, it needs a diverse set of tools. Leaders need to set a bold, strategic vision for the future that empowers their workforce and maximizes their skills. This conference is focused on helping you build a bridge between your solid foundation and innovative ideas that will get you to the next level. You’ll hear from industry leaders and have a chance to connect with CFOs and controllers from business of all kinds from around the state. AGENDA 7:30 am Registration OpensContinental breakfast provided. 8:00 - 9:10 amCybersecurity: It’s Not an IT Thing, It’s an Organizational ThingPaul Perry, CPA, FHFMA, CISM, CITP, CDPSE • Warren Averett • Birmingham, AL9:10 - 10:00 am 2023 Louisiana Legislative OutlookRobert S. Angelico, CPA, JD • Liskow • New Orleans, LA 10:00 - 10:20 am Break/Visit Exhibitors 10:20 - 11:20 amHot Topics in Employment LawE. Fredrick Preis, Jr., JD • Breazealle, Sachse & Wilson, LLP • New Orleans, LA 11:20 am - 12:10 pmEconomic UpdateStephen Morgan • Director of Investment Solutions – Hancock Whitney Asset Management • New Orleans, LA 12:10 - 1:10 pm Lunch (provided)1:10 - 2:40 pmEmployee Retention Credit Claims: Fact, Fiction, or Fraud?Kurt Oestriecher, CPA • Oestriecher & Company, CPAs • Alexandria, LA2:40 - 3:00 pm Break3:00 - 4:20 pmSECURE 2.0 Act of 2022Brandon Lagarde, CPA, JD, LLM • Postlethwaite & Netterville • Baton Rouge, LA HOTEL INFORMATIONLCPA conference guests qualify for a discounted rate of $139/night at the Marriott. RESERVE ONLINE by March 2 to get this rate. ABOUT LCPA EVENTSLCPA is proud to offer conferences featuring relevant, timely content presented by leading practitioners in their fields. Members enjoy discounts on CPE programs, along with other benefits. Learn more about LCPA membership HERE. In-person attendees will enjoy: An opportunity to connect with CFOs, controllers, and other finance professionals from around the state Interacting with exhibitors offering relevant goods and services Free, convenient parking All-day break and beverage service Print and electronic copies of the session materials for easy reference Questions? Call the LCPA Member Service Team at 504.464.1040, Mon-Fri, 8a-5p.
Deep Dive CommonAuditing Deficiencies
February 4, 2023 8:30am - 12:00pm
Online/Webcast
4.00 Credits
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It includes discussion on a variety of topics including auditing estimates, internal controls deficiencies, documentation deficiencies, and risk assessment. We will review the areas of concern, the profession’s response to these deficiencies including SASes 143 and 145, and how you can overcome them by employing best practice Speaker - Melisa Galasso
K2's The How's And Why's Of Data Analytics
February 4, 2023 9:00am - 10:45am
Online/Webcast
2.00 Credits
Increasingly, accountants and auditors are called upon to use data analytics to understand and improve results. Yet, many professionals struggle with the concept of data analytics and remain unaware of how to obtain the results needed using tools they already own. In this session, you will learn about the four primary types of data analytics and when to use each. Further, you will learn how to generate meaningful analytical measurements using Excel, Power BI, and other tools and, more importantly, how to interpret the results. If you seek to use data analytics – and who isn’t – this session is for you. Speaker - Thomas Stephens
Using the "F" Words - Final Wishes, Funerals and Finances
February 4, 2023 11:30am - 12:30pm
Online/Webcast
1.00 Credits
In many ways, these are words that we, or clients, shy away from the same as expletives. So why is it important for your clients to document and prepare for their (or their loved ones) final wishes? Why do they need to understand the costs, options and advantages? We take you through the most significant reason for pre-planning and so much more. Speaker - Michael Smela
K2'S Windows 11 - What End Users Need To Know
February 4, 2023 1:00pm - 2:45pm
Online/Webcast
2.00 Credits
A burning question on the minds of many is, “What features should I use in Windows 11?” Presented with end-users in mind, in this session, you will get the answer you need to that question and others, all delivered in the context of improving productivity and security. Among other topics, you will learn about improvements in virtual desktops, changes to the user interface, customization options, and more. If you’re using Windows 11 now or plan to upgrade soon, this is a must-see session to help you make the most of your upgrade. Speaker - Thomas Stephens
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals
February 6, 2023 8:00am - 4:00pm
Online/Webcast
8.00 Credits
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return. Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.Speaker - Nicole DeRosa, MAcc, CPA
The Best Individual Income Tax Update Course by Surgent
February 6, 2023 8:00am - 4:00pm
Online/Webcast
8.00 Credits
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation.Speaker - Bob Lickwar, CPA
K2's Hosting, Self-Service, And Managed Service Options
February 6, 2023 9:00am - 10:45am
Online/Webcast
2.00 Credits
Remote access has evolved beyond anywhere, anytime, any device access to full-service remote support. Various tools help us work virtually, starting with hosting productivity applications. In this session, you will learn about supporting tools needed, too, including multi-factor authentication, VOIP telephony, video conferencing, document management systems, portals, and Microsoft 365. Learn about options from Self-Serve to hosting to managed service provider options. Of course, the goal is to have all team members effectively work wherever they are with a full complement of tools. Attend this session to learn the best ways to make these technologies work. Speaker - Randolph (Randy) Johnston
K2's The Very Real Risk of Ransomware
February 6, 2023 11:00am - 12:45pm
Online/Webcast
2.00 Credits
Over the past two years, ransomware has surged as a major threat to individuals and organizations of all sizes. Ransomware's annual cost to businesses is now estimated at over $8 billion, up from $1 billion in 2016. Most businesses are at risk. Avoid becoming yet another victim by attending this session. The survival of your business may depend on it! Speaker - Thomas Stephens
Surgent's Successfully Completing a Gift Tax Return -- Form 709
February 6, 2023 12:00pm - 2:00pm
Online/Webcast
2.00 Credits
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before death can be extremely tax efficient for the client and profitable for the practitioner filing the gift tax return. Learning how to file a basic gift tax return can help you attract and retain clients, increase your value-add, and generate revenue.Speaker - Bob Keebler, CPA/PFS, MST, AEP
Topic 842 - Implementing Leases Workshop
February 6, 2023 1:00pm - 4:30pm
Online/Webcast
4.00 Credits
This updated course offers an in-depth look at the FASB leases standard (ASC 842), which requires organizations to recognize lease assets and liabilities on the balance sheet. This comprehensive course will cover recognition, measurement, presentation and disclosure requirements, while also focusing on a key area of change which is proper identification of a lease using a principles-based approach. We will discuss implementation requirements from both the lessee and lessor accounting models. In addition, we explore a variety of scenarios including short-term leases, purchase options, variable lease payments, and remeasurement. This course offers practical journal entry examples, lessons learned from implementation, and explores recently issued amendments to the lease accounting guidance. Speaker - Melisa Galasso
Surgent's Basics of the Valuation of a Closely Held Business
February 7, 2023 8:00am - 11:30am
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
Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
February 7, 2023 9:00am - 11:00am
Online/Webcast
2.00 Credits
Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medical expenses and foreclosure. Corporate bankruptcies, on the other hand, are often the result of several factors, including excessive debt, decreased demand, increased costs, lawsuits or poor accounting practices. It is no secret bankruptcy filings will see a tremendous uptick in the wake of the Covid-19 pandemic. As an accountant, CFP, attorney or other professional, you need to be able to discuss the process and different available courses of action with your clients. Both landlords and tenants will be influenced tremendously. Individuals will look to your advice for a discharge and new start. Businesses will do the same and will also need to advise loyal employees. Creditors will receive proofs of claim and look to you for your expertise. Take this webinar and make sure you can speak fluently to both creditors and debtors. As trusted advisors, then, professionals should have a basic understanding of the bankruptcy process. This course provides a thorough review of the consumer and corporate bankruptcy practice. Participants in this webinar will gain an understanding of how consumer and corporate bankruptcy proceedings begin and end, as well as learn about key issues that affect debtor and creditor rights during bankruptcy. This webinar provides information from the perspective of both debtor and creditor. Although bankruptcy concerns the debts of the debtor, the Bankruptcy Code provides substantial protections to creditors. Creditor rights, however, vary widely depending on the status afforded the creditor under the Bankruptcy Code. Do yourself, your clients and your profit margin a favor and sign up for this invaluable webinar. Speaker - Jason Cornell
Surgent's Use the Data Model to Build More Powerful PivotTables
February 7, 2023 9:00am - 11:00am
Online/Webcast
2.00 Credits
Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible, but they do have limitations. If you have ever encountered one of these limitations, you'll be excited to learn that by using the Data Model as the source for PivotTables, you'll be able to bypass many of the restrictions that exist with traditional PivotTables. The data model (also referred to as Power Pivot) is included in Excel 2016+ for Windows and available as a free download for previous versions (excluding Excel for Mac). Using the data model enables you to build PivotTables that were previously not practical. If you frequently build PivotTables and would like to do more with them, you'll want to understand how to use the data model (Power Pivot) to enhance your reports. Note about Excel versions: Power Pivot is not available in all versions of Excel, including Excel for Mac. If you would like to see if Power Pivot is available in your version of Excel, visit the Microsoft site.Speaker - Jeff Lenning
Surgent's Excel Shortcuts for Accountants
February 7, 2023 12:00pm - 2:00pm
Online/Webcast
2.00 Credits
This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding rows or columns, illustrate how to quickly navigate to other workbooks and files, and demonstrate using Excel with styles.Speaker - Jeff Lenning
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis
February 7, 2023 12:00pm - 2:00pm
Online/Webcast
2.00 Credits
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the new IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.Speaker - Mike Tucker, Ph.D., LL.M., J.D.
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041
February 7, 2023 12:00pm - 2:00pm
Online/Webcast
2.00 Credits
Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates. Therefore, you should have a basic understanding of how the income tax applies uniquely to trusts and estates. For example, "distributable net income" (DNI) is a trust-only concept that is essential to understand. Plus, the deductions for fiduciary fees, charitable deductions and certain miscellaneous deductions (such as investment advisory fees, and attorney/accountant fees) are treated differently than for individual taxpayers. However, with a decent understanding of the basic income tax and net investment income tax (NIIT) rules, you can add significant value to your clients.Speaker - Bob Keebler, CPA/PFS, MST, AEP
K2'S Supercharging Your Spreadsheet Collaboration
February 7, 2023 1:00pm - 2:00pm
Online/Webcast
1.00 Credits
Collaboration is a key to productivity and success. But remote work can make collaboration more challenging, including collaborating on spreadsheets. Fortunately, tools such as portals with check-in/check-out capabilities, version control, comment tracking, and co-authoring can enable online spreadsheet collaboration. Further, Excel’s Inquire tool can facilitate spreadsheet collaboration in offline environments. Don’t let remote work hamper your spreadsheet collaboration needs! Participate in this session to learn how to collaborate on spreadsheets effectively from anywhere using tools you already own or license. Speaker - Brian Tankersley
Audit Analysis: Third-Party Risks & SOC Reporting
February 8, 2023 8:00am - 9:00am
Online/Webcast
1.00 Credits
The use of third-party services continues to increase. The ability to gain assurance over internal controls when using these third-party services is critical. Compare and contrast third party controls as they apply to software as a service, specifically with regards to the user-controlled risk and cloud-based programs. Speaker - Sarah Pavelek, Dan Paulson
Asset Protection Planning and Medicaid Eligibility
February 8, 2023 8:00am - 9:45am
Online/Webcast
2.00 Credits
Join our speaker for a look at asset protection planning and Medicaid from the CPA perspective and how to assist clients facing a nursing home admission. If your clients would rather have their hard-earned assets go to loved ones rather than a nursing home, this program is for you. We review how to assist clients to preserve and protect their assets in such instance, from asset spend down and gifting, to planning ahead for asset preservation and Medicaid qualification. Speaker - Matthew Wallace