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Welcome to our online catalog. LCPA offers thousands of live and online courses to satisfy your professional development needs. Our easy-to-use filter enables you to find just the right courses to enhance your knowledge and help you succeed even more.
Whether you have an hour during lunch or an entire day, LCPA provides quality, flexible options to fit your schedule. Look for the "See more dates" dropdown to view availability. Several events/classes produced by LCPA can be taken either LIVE (In-Person) or VIRTUAL—please ensure you register for the correct one.
LCPA is proud to partner with ACPEN, CPA Crossings, and Surgent to deliver high-quality webcast and self-study content conveniently and cost-effectively. Stand-alone courses and all-access packages are available. Filter using the Vendor name. Learn more.
2024 State & Local Tax Workshop
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Baton Rouge
8.00 Credits
This conference will get you up to speed on relevant changes to come out of the most recent legislative session, and any other relevant changes impacting state and local taxes. Along with our friends at the LDR, the lineup is stacked with key players in tax policies and enforcement. Join us in person and meet the new Secretary of Revenue Richard Nelson and other essential LDR reps who can answer questions and help resolve outstanding issues. WORKSHOP AGENDA 7:30 – 7:55 am Registration & Continental Breakfast7:55 – 8:00 am Welcome & Opening Remarks8:00 – 8:50 amLegislative UpdateRobert S. Angelico, CPA, JD • Liskow • New Orleans, LA8:50 – 10:00 amITEP, Property Taxes, and Ad Valorem TaxesTab Troxler, CLA • St. Charles Parish Tax Assessor • Hahnville, LACade Cole, JD • Louisiana Board of Tax Appeals • Baton Rouge, LAPhyllis Sims, CPA, JD • Kean Miller LLP • Baton Rouge, LA10:00 – 10:20 am Break10:20 – 11:20 amState and Local Tax Litigation UpdateAndre’ Burvant, CPA, JD • Jones Walker • New Orleans, LAAntonio Ferachi, JD • Director, Litigation Division, Louisiana Department of Revenue • Baton Rouge, LA11:20 am – 12:10 pmLDR State of the DepartmentRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA12:10- 1:10 pm Lunch (included)1:10 – 2:00 pmLDR Hot TopicsLuke Morris, JD • Assistant Secretary, Legal Affairs - Louisiana Department of Revenue • Baton Rouge, LACatherine Logan, • Legislative Liaison and Senior Counsel - Louisiana Department of Revenue • Baton Rouge, LA 2:00 – 3:00 pmLouisiana Credits and Incentives Kim Wallett • Advantous Consulting, LLC • Baton Rouge, LAAnne Villa, CPA, CEcD, CGFM • Deputy Secretary/Undersecretary, LED • Baton Rouge, LA 3:00 – 3:20 pm Break3:20 – 4:20 pmLocal Sales Tax Hot TopicsMatt Zagotti, CMI • Ryan, LLC • Baton Rouge, LADarlene Allen, MBA, CPA • Louisiana Association of Tax Administrators • Gonzales, LA CLE: 6.67 CLE credits, Tax Specialization
2024 Annual Meeting & Election of Officers
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New Orleans
0.00 Credits
Join us for our annual luncheon in The Ritz-Carlton, New Orleans' French Quarter Balcony room as we usher in the 2024-25 LCPA Board of Directors. Bryan Ehricht, 2023-24 Chair, will reflect on his past year, and Incoming Chair Bridget Kaigler will share her theme for the year to come. We also will recognize our annual award honorees. This is the perfect time to reconnect with friends and celebrate our new leaders in this historic hotel. 2024-25 BOARD NOMINEESThe LCPA Nominating Committee met April 29, 2024, and selected the following slate of candidates: Chair-ElectAnthony Rutledge, CPA, MBALaPorte CPAs & Business AdvisorsCovington, LA TreasurerKenneth Champagne, CPA, CGMAConfieBaton Rouge, LA At-Large Members (2 year terms) Nene Gianfala, CPA/ABV, ASA-BV/IA Chaffe & Associates, IncNew Orleans, LA Nicolette Releford, CPABrightspeedBastrop, LA Jim Schneider, CPA, CIAThe Personnel Consulting GroupNew Orleans, LA Brett Summerville, CPAHannis T. Bourgeois, LLPNew Orleans, LA Dr. Laura Wiley, CPALSU Department of AccountingBaton Rouge, LA At-Large Member (1 year term) Jessica Cormier, CPABPMBaton Rouge, LA These positions not requiring a member vote: As current Chair-Elect, Bridget Kaigler, CPA, CGMA, MBA, CMA will accede to Chair. Bryan Ehricht, CPA, will serve as Immediate Past Chair. The following members will return for the second year of their two-year terms: Diane Allison, CPA, CGMA, CGFOLouisiana Legislative AuditorBaton Rouge, LA Samantha Falgout, CPA, MBANicholls State UniversityThibodaux, LA * Only LCPA members in good standing are eligible to vote. Candidate and Student Affiliates are welcome to attend but are not eligible to vote in the election.
2024 Forensic, Litigation & Valuation Services Conference - Both Days - In Person
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New Orleans
16.00 Credits
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Louisiana is home to some of the nation’s most esteemed practitioners in this field, offering world-class content.Whether you're a seasoned professional looking to elevate your expertise or a newcomer eager to explore these exciting fields, this workshop is designed to help you unlock your potential and excel in your career. Enjoy LCPA's discounted rate at the Ritz-Carlton when you reserve your room by July 22nd. DAY 1: MONDAY, AUGUST 19 8:00 – 8:30 am Registration & Continental Breakfast 8:30 – 9:30 am Hot Topics in Valuation and Litigation Services Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA 9:30 – 10:20 am Adjusting Multiples for Consistency with the Income Approach Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA 10:20 – 10:40 am Break/Visit Exhibitors 10:40 – 11:30 am Challenges, Myths and Applications of AI Valuation Services Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ 11:30 am – 12:20 pm The State of Restaurants Patrick Gros, CPA • Patrick J. Gros, CPA APAC • Covington, LA 12:20 – 1:20 pm Lunch/Visit Exhibitors 1:20 – 2:10 pm Personal Goodwill and Valuation Issues in Marital Dissolution Cases Karolina Calhoun, CPA, ABV, CFF • Mercer Capital • Memphis, TN What is personal goodwill and why is personal vs. enterprise goodwill such an important topic? How is case law relevant, and is it always relevant? We will discuss practical approaches,?best practices and the impact from facts and circumstances. 2:10 – 3:00 pm Identifying, Filing Suit, and Recovering Damages in Ponzi Schemes Lara K. Richards, JD • Special Counsel - Fishman Haygood, LLP • New Orleans, LA Lance McCardle, JD • Partner - Fishman Haygood, LLP • New Orleans, LA Jason Burge, JD • Partner - Fishman Haygood, LLP • New Orleans, LA 3:00 – 3:20 pm Break/Visit Exhibitors 3:20 – 4:50 pm The Stories We Tell Ourselves: Perceptions, the Economy, and Markets Stephen Morgan • Hancock Whitney Bank • New Orleans, LAPopular narratives about the economy and markets can play a large role in shaping both policy and actual financial outcomes, particularly in the short- to intermediate-term. We’ll examine current financial conditions and potential outcomes through the lens of some of these stories we tell ourselves. What rings false, what seems mostly right, and what nuances get lost in the general discussion about our money? 4:50 – 6:00 pm Networking ReceptionReception hosted by Fishman Haygood DAY 2 - TUESDAY, AUGUST 20 7:30 – 8:00 am Registration & Continental Breakfast 8:00 – 9:30 am Improving Your Cost of Capital Estimates – Theory vs. Practice Carla Nunes, CFA, ABV • Kroll • Philadelphia, PA Kevin Madden • Kroll • Chicago, IL 9:30 – 9:50 am Break/Visit Exhibitors 9:50 – 10:40 am AICPA Update Mark Smith, JD, CPA • AICPA • Chapel Hill, NC The AICPA session will provide an overview of the latest forensic and valuation section initiatives. This will include updates on the status of the forthcoming AICPA Accounting and Valuation Guide on Business Combinations, the latest on Accredited in Business Valuation, Certified in Financial Forensic, and Certified in Valuation of Financial Instruments credentials, several key initiatives to build the FVS pipeline, and some exciting new FVS resources. ? 10:40 – 11:30 am Estate & Gift Tax Valuations: Case Law Update Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA 11:30 am – 12:30 pm Lunch/Visit Exhibitors 12:30 – 1:30 pm View From the Bench The Honorable Terry Doughty • United States District Judge - Western District of Louisiana 1:30 – 2:20 pm Divorce: Lifestyle Analysis Michele Avery, CPA, ABV, MBA, CVA, MAFF • Carr Riggs & Ingram • Metairie, LA This presentation will provide an overview on how to determine and present a lifestyle analysis when determining income for spousal or child support.? Focus will be on identifying documents and sources to support the lifestyle analysis and pitfalls avoid. 2:20 – 2:40 pm Break/Visit Exhibitors 2:40 – 3:30 pm What We Don't Think We Think: Implicit Bias The Honorable Janis van Meerveld • United States Magistrate Judge - Eastern District of Louisiana Objectivity is an illusion. Without our conscious knowledge, stereotypes and assumptions are embedded into all our brains. Implicit biases are held by everyone, including those negatively impacted by them. Judge van Meerveld will help you learn how to recognize and address implicit bias and highlight how you can work to create and foster a community where opportunities for growth, development, and advancement are open to all. 3:30 – 4:20 pm Smooth Transitions: Mastering Ownership Changes in a Privately Held Business Vanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LA Navigating the complexities of ownership transitions in privately held businesses can be challenging. This presentation delves into the critical strategies for successful buying, selling, succession, and exit planning. Attendees will learn how to explore all exit options and prepare their businesses for a seamless transition, ensuring continuity, protecting value, and securing a prosperous future for all stakeholders involved. NOTE: This event is also likely to qualify for CLE credits and fulfill education requirements for related credentials like CFF, CFE, and ABV. SPECIAL RATES AT THE RITZ-CARLTON NEW ORLEANSEnjoy LCPA's discounted rate of $189 per night when you reserve your room by July 22. Click here to make your reservation or call 800.826.8987 and mention LCPA Forensic, Litigation & Valuation Conference to get the group rate.
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K2's 2024 CPA Firm Technology and Management Update
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Online/Webcast
2.00 Credits
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With many technologies now ready for “prime time,” it’s exciting to see some of the options for improved productivity in CPA firms. Learn more about these new tools in this session. Speaker - Thomas Stephens
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K2's 2024 Getting Started With Artificial Intelligence
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Online/Webcast
2.00 Credits
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Generative AI tools such as ChatGPT, Bard, and Copilot are available to everyone and offer great promise for improved productivity. Learn how you can begin to take advantage of these tools by participating in this session. Speaker - Thomas Stephens
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Advanced Negotiations: Beyond Getting to Yes
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Online/Webcast
1.00 Credits
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Anytime someone says "I want," "I need," or "Will you," you are in a negotiation. For decades, the negotiation techniques described in "Getting to Yes" by Fisher and Ury of the Harvard Negotiations Project were the world's standard negotiation methods. These techniques involved collaborative methods for discovering how to make the "pie" bigger and then split it. More recent research on human psychology has revealed new methods that will allow you to do even better. Sometimes, you can't settle for getting half of what you want. Sometimes you have to have it all. This webinar explores negotiation's human side, to give you powerful people skills that will let you get more. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - John L. Daly, MBA, CPA, CMA, CPIM
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Talk This Way - Communication Skills for the CPA
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Online/Webcast
2.00 Credits
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Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Chris Harper, CPA
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Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Online/Webcast
4.00 Credits
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George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In this course, we will look back at real-world government and nonprofit frauds and derive useful controls to stop them. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of fraud and anti-fraud controls to both auditors and industry professionals.
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Forensic Accounting: Court Approved Methods of Proof
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Online/Webcast
4.00 Credits
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How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved methods of proof, when to use them, and how to calculate the total loss. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Robert Nordlander, CPA, CFE
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Managing Current Fraud Trends in a Shifting Environment
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Online/Webcast
8.00 Credits
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As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jennifer F. Louis, CPA
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Surgent's Annual Accounting and Auditing Update
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Online/Webcast
8.00 Credits
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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.
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Surgent's Individual and Financial-Planning Tax Camp
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Online/Webcast
8.00 Credits
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Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. This material is continuously updated for recent legislation impacting individual taxpayers.
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Surgent's Food, Beverage, and Entertainment Expensing
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Online/Webcast
2.00 Credits
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The IRS has issued final regulations regarding the Tax Cuts and Jobs Act's (TCJA) elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also address the 50% limitation on the deduction of food and beverage expenses and when the 50% limitation does not apply. Due to the pandemic, Congress changed the rules for 2021 and 2022 to allow for 100% deductibility for meals. These temporary rules no longer applied starting in 2023. To effectively advise clients, it is imperative for tax practitioners to understand these rules and be updated on the latest IRS guidance related to meals and entertainment.
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Partnership & S Corporation Checkup: Key Developments
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Online/Webcast
2.00 Credits
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The presentation includes an in-depth discussion of the when the Forms 1065 and 1120S, Schedules K-2 and K-3 must be completed, as well as important developments for filing 2021 flow-through entity tax forms and other recent developments impacting both partnership and S corporation entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Steven C. Dilley, CPA, JD, PhD
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Monthly Federal Tax Updates - July 2024
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Online/Webcast
2.00 Credits
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Allison M. McLeod, LL.M., CPA
What's Going on at the GASB (2024)
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Online/Webcast
4.00 Credits
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The GASB has been working on some big projects lately. We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch gears to the GASB standards coming down the pike, including the major projects of the GASB. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Melisa F. Galasso, CPA
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Excel - Fundamentals, Data Entry and Basic Formulas
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Online/Webcast
2.00 Credits
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Are you self-taught on Excel? Have you ever wondered if you really know how to use Excel? Do you want to build a great foundation for using Excel? Are you new to using Excel? If you answered YES to any of these questions, this is for you. This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Bryan L. Smith, CPA.CITP, CISA
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Payroll Essentials: Getting to Know Payroll Taxes
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Online/Webcast
2.00 Credits
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Payroll is among the most common tasks an employer undertakes in the course of running their business. At its most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. Once you look under the hood, there is so much more to payroll, including various kinds of compensation, payroll taxes and required reporting on government forms. This course will provide a general introduction to the inner workings of payroll and payroll taxes. We will introduce you to the various types of payroll statutory and withholding taxes, under what conditions and which employees these various types of taxes apply, how to calculate, withhold and deposit those taxes and the related due dates requirements that apply to payroll taxes. This course will include real-life examples of how to process payroll, the withholding and payroll tax deposit regime, familiar payroll forms, and tips and tricks for tying it all together. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Elizabeth Bystrom, CPA
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Engagement Management with the Microsoft 365 Planner App
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Online/Webcast
2.00 Credits
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Are you using Excel to keep track of progress and task completion for your engagements? Or, are you using a sophisticated engagement management app that takes too much time or requires too much information to keep your task completion progress up to date? Worst of all, are you relying primarily on email communications to keep track of your engagement task completion progress? If any of these scenarios apply to your practice, this course will show you a better way to manage engagements from simple 1040 tax preparation to comprehensive audits. The Microsoft 365 Planner app, which you are likely already paying for as part of your Microsoft 365 subscription, provides a comprehensive, yet simple solution for all of your client engagements and internal projects. John Higgins, a nationally recognized strategic accounting technology advisor will guide you through the process of how to deploy this app to effectively manage all your projects. This app is effective for sole practitioners and firms of all sizes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - John Higgins, CPA.CITP
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QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
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Online/Webcast
2.00 Credits
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The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take on a monthly basis. We'll show you what to do in QuickBooks Online as well as what you can do monthly to ensure a tax return that will stand up again an IRS audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Dawn W. Brolin, CPA, CFE