Business & Industry Conference - Both Days

August 12, 2021 8:00am - August 13, 2021 4:30pm

(Check-In 7:30am)

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Ritz Carlton Hotel

921 Canal Street
New Orleans, LA 70112

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16.00 Credits

Member Price $499.00

Non-Member Price $699.00

Overview

Note: This is the IN-PERSON option for this conference. To register for the online/webcast option, click here.

This summer, we’re bringing the Business & Industry Conference back to New Orleans! It’s the largest gathering of industry accountants and finance leaders in the state – and there has never been a better time to get together with your peers and discuss all you’ve learned in the past year. We’ve also brought together a lineup of some of the industry’s best speakers to give you the information and inspiration to move forward with confidence. We can’t wait to see you there. 

Thursday, August 12

7:30 – 8:00 am Registration & Continental Breakfast 

8:00 – 9:30 am 
COVID Recovery & the Energy Transition 
Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA 
What do the data show on Louisiana's recovery from the March 2020 shutdown? Are there differences across industries and MSAs? The Biden Administration has fossil fuels in its crosshairs. What are the implications for the state and what are the "gateways" to EVs replacing the internal combustion engine? 

9:30 – 9:50 am Break 

9:50 – 10:40 am 
The Investment Rationale for Cryptocurrencies 
Sean McCarthy, CFA • Wells Fargo • Scottsdale, AZ 

10:40 – 11:50 am   
Federal Tax Update 
Gina Rachel, CPA • Postlethwaite & Netterville • Metairie, LA 
COVID, Stimulus, Rescue, Infrastructure. How will these impact taxes and what can we expect next?  

11:50 am – 12:50 pm Lunch (provided)

12:50 – 2:00 pm  
Maximizing Your Remote Team 
Stafford Wood, APR • Founder/President – Covalent Logic • Baton Rouge, LA  
Recently featured in the Baton Rouge Business Report for her creative management during COVID-19, Stafford Wood will lead this interactive presentation on how she was able to transition her team to 100% remote work, gaining efficiencies, improving employee satisfaction and engagement while maintaining profits, collaboration, and customer relationships. Resistant to work-from-home models for 15 years, learn how the necessity of the past year made her a believer and discover some tips and techniques you can use immediately in your own business enterprise. 

2:00 – 2:50 pm 
The Road to Real Reform 
Jason Decuir, MBA, JD, LLM • Advantous Consulting • Baton Rouge, LA 
This session will give you a comprehensive overview of recent Louisiana tax reform efforts leading up to the 2021 legislative session, as well as the fundamentals of the tax reform package that was put forth, and the impact these changes could have to Louisiana’s overall business tax climate.  

2:50 – 3:10 pm Break 

3:10 – 4:20 pm  
Financial and Accounting Reporting Update 
Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA 
With many standards delayed due to COVID-19, the FASB has slowed from the normal pace of new standards. This session will focus on standards that will be effective for 2021 and 2022, as well as provide an update of FASB Projects. 

Friday, August 13 

8:00 – 9:20 am   
Returning to the Office in the New Normal 
Mag Bickford, JD • McGlinchey Stafford • New Orleans, LA 
COVID-19 has presented new questions for employers since March of 2019. The current focus is on how to return to the office where infection rates are declining but legal issues impact office practices for its employees. Other issues such vaccinations in the workplace, exposure liabilities, filling vacant positions, and competing for qualified employees in these novel times must also be analyzed. This presentation will identify the issues and illustrate best practices moving forward in our new world. 

9:20 – 9:40 am Break 

9:40 – 10:30 am  
What Do We Have Here Once the Smoke Clears: Louisiana Tax Reform 
Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA 
The Louisiana legislature made clear that the 2021 fiscal session would address state tax reform as a major item. This presentation will address the items that were successfully enacted as part of that tax reform effort. It will also cover any other current Louisiana state and local tax developments that should be of interest to attendees.

10:30 – 11:50 am  
The Future of the Profession: Big Ideas and Bold Moves
Ron Gitz, CPA, CGMA • CEO/Executive Director – LCPA •Kenner, LA 
Lisa Traina, CPA, CITP, CGMA • CapinTech • Baton Rouge, LA
Many of the core values and key services of the CPA profession haven’t changed in decades, making us one of the most trusted professions on the planet. However, the scope of services and the way in which they are delivered continues to evolve. LCPA CEO Ron Gitz and visionary firm leader Lisa Traina will outline current trends in the profession, what we’ll need to do to continue growth and success in the future, and how you can be part of the evolution.

11:50 am – 12:50 pm Lunch (provided)

12:50 – 2:20 pm
I’m Still Standing: The Bull Recovers in 2021
Steve Chiavarone, CFA • Federated Hermes • New York, NY 

2:20 – 2:40 pm Break 

2:40 – 3:40 pm 
Whatever You’re Doing, It’s Not Enough 
Stacey Gautreau • Dow • Baton Rouge, LA 
After implementing their US Apprenticeship Program, Dow recognized the diversity gap continued to exist in their applicant pool. To address these gaps, Dow, in partnership with Terry Simmons and Company, developed the Dow Leadership Academy. The results have been inspiriting, and more needs to be done.  

3:40 – 4:30 pm 
Covid 19: Where Are We Now and Where Are We Going?  
Steven Procopio, PhD • Public Affairs Research Council of Louisiana • Baton Rouge, LA 
The COVID-19 pandemic was a once-in-a-generation event. What does the data tell us about how COVID affected Louisiana and where might we be heading? What have we learned and what myths still persist?

Notice

LCPA has a discounted room rate exclusively for BIC attendees:

The Ritz-Carlton, New Orleans
Rate: $129/night
Start date: Wednesday, August 11, 2021
End date: Saturday, August 14, 2021
Last day to get this rate: Friday, July 30, 2021
Group Codes:
  Deluxe King: XMCXMCA
  Deluxe Double: XMCXMCB

To make a reservation, call Central Reservations at 800.826.8987, or reserve online.
Note: To reserve beyond the dates in our room block, call the Central Reservations line.

Leader(s):

Leaders

Gina Rachel

Gina Rachel, CPA, is a Director in the P&N Tax Services Group. She has 24 years of public accounting experience.

Gina offers extensive knowledge in the field of taxation, including preparation and review of individual, corporate, partnership, trust, non-profit, estate, and gift tax returns. Her experience extends to such industries as tourism (including restaurants, hotels and related services), real estate, and professional services (including physicians, attorneys, and consultants). She works with businesses and related individuals, assisting them with tax planning and consulting. She also has experience representing clients before the IRS, Louisiana Department of Revenue (LDR) and parish agencies.
In addition to her focus on client service, Gina is active in the accounting profession. She is the immediate past Chair of the Society of Louisiana Certified Public Accountants (LCPA), Past President of the New Orleans Chapter of the LCPA, and has held various other roles.

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Jason DeCuir

Jason M. DeCuir, MBA, JD, LLM, is Co-owner and Partner with Advantous Consulting, LLC, a leading tax services
firm in Louisiana, that uniquely delivers customizable, end-to-end solutions that range from turnkey compliance services
to high-level planning and advisory consulting. Prior to joining Advantous, he was principal at a global tax services firm.
He also served as Chief of Staff, Assistant Secretary and Executive Counsel at the Louisiana Department of Revenue
(LDR) during his tenure from 2011 – 2014. In these roles, he was an advisor to three Secretaries and to the Governor
on legal and policy issues affecting state taxation.
While at LDR, Mr. DeCuir was responsible for the Litigation, Policy Services, Criminal Investigation, and Public Affairs
Division. He also oversaw all legislative matters with respect to tax policy and was actively involved with national
organizations such as FTA, MTC, COST and SEATA). In 2013, DeCuir was tasked by the Governor to help spearhead
his tax reform efforts. In this role, he was instrumental in reforming the structure for tax appeals in the state of Louisiana,
increasing the state’s COST scorecard from a “D-” to a “B.”
Mr. DeCuir, a national expert in the field of state and local tax policy, has been practicing in the tax arena for over 20
years and is a fixture in Louisiana, representing businesses across all industry sectors related to complex tax matters.
He is also one of the state’s foremost policy experts within the walls of the State Capitol, advocating for sound tax policy
ideas and reforms.
Mr. DeCuir has been appointed to serve on the following councils and commissions: LABI’s Taxation & Finance Issue
Council (Chairman), the Louisiana Sales Tax Streamlining and Modernization Commission, the Louisiana Tax Institute,
the Louisiana Task Force on Structural Change in Budget and Tax Policy (HCR 11), the PAR Constitutional Advisory
Council, the PAR Tax Advisory Committee, the Mississippi Department of Revenue Business Advisory Council, and
served on a Governor’s fiscal transition team to advise on budgetary and tax issues. DeCuir was named Chair of the
Louisiana Economic Recovery Task Force by Senate President Page Cortez and Speaker of the House Clay
Schexnayder. In this role, he was charged with restarting our economy due to the impacts of COVID-19. Most recently,
he was appointed the Chair of the HR 31 Centralized Sales and Use Tax Administration Study Group, enacted during
the 2020 special session, which will formulate legislation to centralize Louisiana’s sales tax collection system.
Mr. DeCuir is a frequent lecturer on state and local tax policy at national tax conferences around the country, including:
Council on State Taxation (COST), Institute for Professionals in Taxation (IPT), Multi-State Tax Commission (MTC),
Southeastern Association of Tax Administrators (SEATA), etc. It is also common for Mr. DeCuir to appear on state and
local television and radio shows as an expert on tax matters.
Mr. DeCuir’s previous experience in the private sector includes being a tax attorney and partner in several law firms
and the founder of a consulting firm that specialized in tax advocacy and governmental affairs for companies across
multiple industry sectors. Mr. DeCuir has a Bachelor of Business Administration degree from Howard University where
he was an Academic All-American and a 4-year letterman as a place-kicker. He also holds a Master of Business
Administration degree from Louisiana Tech University, a Juris Doctor degree and a Bachelor of Civil Law degree from
the Louisiana State University Paul M. Hebert Law Center, and a Master of Laws degree in Taxation from Georgetown
University Law Center.
Mr. DeCuir has served on the Boards of Baton Rouge Food Bank, Boys and Girls Club, Cristo Rey Baton Rouge
Franciscan High School, Inspire Charter Academy, LABI, Salvation Army, and Young Leaders Academy. He is also a
member of the Federal, State and Local Bar Associations in Louisiana. In his spare time, Mr. DeCuir enjoys golfing,
boating and is a color commentator for high school football on a major television network in Louisiana.

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Kurt Oestriecher

Kurt is partner in charge of accounting and auditing services with Oestriecher & Company, CPAs, in Alexandria, and is also involved in litigation support and small business consulting engagements.

Kurt is a 3-time recipient of LCPA’s Outstanding Discussion Leader Award and has been named an Outstanding Discussion Leader for the AICPA 10 times. Kurt has served on the Accounting and Review Services Committee, AICPA Council, and has authored several courses for the AICPA and LCPA.

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Lisa Traina

Lisa uses her more than 30 years of experience to assist organizations in implementing measures to secure data and manage risks efficiently and effectively. She is a nationally recognized consultant, speaker and author. CapinTech, formerly Traina & Associates, provides cybersecurity services to a broad range of industries.

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Loren Scott

Dr. Scott is the President of Loren C. Scott & Associates, Inc., a 40-year old economic consulting firm whose clients include such large national firms as BP, Capital One Financial, Entergy, ExxonMobil, J.P. Morgan Chase, Nucor, Sasol, Chesapeake Energy, and a diversity of others.  He is one of the 52-member National Business Economic Issues Council, which meets quarterly to discuss issues of state, national, and international interest. This group has experts who cover international trade, Washington economic policy, retail trade, trucking, steel, chemicals, etc.  Dr. Scott is an energy specialist on the NBEIC. He has been interviewed on CNBC, MSNBC, and Bloomberg TV, in addition to several local TV stations, and his work has been cited in such publications as the Wall Street Journal, Forbes, the Los Angeles Times, the New York Times, USA Today, and the Financial Times, to name a few. His career started at Louisiana State University in 1969 where he spent the next 33 years, rising through the ranks from assistant professor to the prestigious Freeport McMoran Endowed Chair of Economics and the Director of the Division of Economic Development and Forecasting.  Over the thirteen-year period from 1983-96, he was the chairman of the Economics Department at LSU.  During that time, the Department’s ranking among the 3,000 economics departments in the U.S. rose from 101st to 38th.  He is presently Professor Emeritus at LSU.    He received 7 awards at LSU for outstanding classroom teaching.   He gives 50-70 speeches a year on the state of the economy.

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Magdalen Bickford

Magdalen Blessey Bickford is Chair of McGlinchey’s Labor and Employment section and Managing Member of the firm’s New Orleans office. Mag represents businesses and management in labor and employment litigation and provides general legal counsel on a variety of workforce matters. As a provider of management counsel, training, and education, Mag advises employers on best practices in the workplace and on drafting and implementing effective policies and procedures. Because the regulatory framework is constantly evolving, Mag helps clients navigate the changes in statutes such as the FLSA, LRA, EEOA, FMLA, ADA, and other laws. Additionally, she has successfully advocated on behalf of management in courts and administrative agencies in several states and before the EEOC and NLRB. With extensive litigation experience, Mag has also represented several non-profit and educational institutions in addition to her corporate clients.

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Robert Angelico

Bob Angelico is the firm’s president and managing partner. He is a nationally-known business lawyer with years of experience helping top-tier companies with sophisticated state and local tax issues throughout Louisiana. As the head of the firm’s tax practice group, Bob works to minimize the taxes of his clients, which include manufacturers, retailers, wholesalers, non-profits, construction businesses and other entities of all types and sizes.

Clients frequently rely on Bob to represent them in state and local tax audits and administrative appeals as alternatives to the court system. Bob works extensively with the Louisiana Department of Revenue, Louisiana Tax Commission, Louisiana Board of Tax Appeals and local taxing authorities around the state. In addition, he represents clients involved in state tax litigation, and parish and local tax litigation, at both the trial and appellate court levels.

Client’s benefit from Bob’s extensive experience with Louisiana state and local taxes, advising clients in entity formations, restructurings, acquisitions and dispositions. Businesses facing litigation in the energy sector often turn to Bob for income and franchise tax, sales and use tax, severance, and ad valorem tax disputes and other state and local tax claims. “My clients include entities from Fortune 500 companies to very small, local businesses,” Bob adds, “and they’re from all parts of Louisiana, the U.S. and abroad.”

In addition to oil and gas issues, Bob works on state tax and parish-level sales and property taxes involving complex income, franchise, excise and tobacco tax issues. Bob is closely monitoring the tax climate in Louisiana – “I expect to see more litigation as Louisiana has made significant changes to its tax system and continues to explore other revenue raising options. I also expect more aggressive regulatory scrutiny as tax revenues continue to shrink.”

Bob’s training and credentials set him apart. He is a Board Certified Tax Specialist -as certified by the Louisiana Board of Legal Specialization - and a licensed Certified Public Accountant.

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Ronald Gitz II

Ron Gitz serves as CEO of the Society of Louisiana CPAs (LCPA), a non-profit membership association representing more than 7000 CPAs and future CPAs. Prior to joining LCPA in 2012, Ron had a diverse career working both in public practice and industry. He owned and operated several businesses, including a successful CPA practice.  

At the national level, Ron currently serves on the Board of Trustees for AICPA’s Benevolent Fund which helps members through temporary periods of financial difficulties. He also serves on the National Association of State Boards of Accountancy’s State Society Relations Committee, the Accountancy Stakeholders Working Group, and is Vice Chair of AICPA’s Interchange Planning Executive Committee. Ron is Past President of the CPA Society Executives Association and remains very active in the organization.

On the state level, Ron serves on the Louisiana Association of Business and Industry’s Taxation & Finance Council and is a member of the Committee of 100, and RESET. Ron also is a member of Louisiana State University’s Accounting Advisory Board. He leads LCPA’s Advocacy Team which works year-round to help create a more favorable economic environment for CPAs and the businesses and individuals they serve.

He holds both the CPA and Chartered Global Management Accountant (CGMA) designations.

Ron enjoys being outdoors and cooking competitively. He lives in Covington with his wife, Jennifer. Together they have three children, Audrey, Mary Grace, and Harrison.

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Sean McCarthy

Sean McCarthy is the regional chief investment officer for the Southern Region of Wells Fargo Private Bank. He leads a team of investment professionals who deliver comprehensive, custom, diversified portfolio management for clients of The Private Bank. In his role, Mr. McCarthy serves as the investment thought leader in the region by providing insight and interpretation of the economy and financial markets at client events and through written commentary. He is a standing member of the organization’s portfolio construction working group.
Prior to joining Wells Fargo, Mr. McCarthy served as the regional investment manager in the Northeast. He joined Wells Fargo through predecessor firm Wachovia where he held various investment roles including lead portfolio manager, regional investment manager, and founding member of the Option Strategies Group. Before joining Wachovia in 2002, he worked for PaineWebber in Princeton, New Jersey and for Capital Analysts in Radnor, Pennsylvania. Mr. McCarthy has more than 25 years of experience in financial services.
Mr. McCarthy earned a Bachelor of Business Administration in Finance from the University of Notre Dame, is a CFA charter holder, and a member of the CFA® Society Phoenix. Mr. McCarthy is based in Scottsdale, Arizona.

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Stacey Gautreau

Stacey Gautreau is the Director of Public Affairs, US South, Dow

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Stafford Wood

Her friendly face and casual demeanor about all things business are merely a decoy - there is no one else you want on your side for a once-in-a-lifetime opportunity or defending you in a crisis. Stafford Wood is a deadly combination of strategic brains, mystical intuition, humor and corporate marketing intelligence. As the Founder and President of Covalent Logic for the past fifteen years, Stafford leads a team of thirty corporate communications experts in Baton Rouge, Seattle and Washington, DC, in internal communications, graphic design, web development and public relations remotely from her home in Austin, Texas. They currently serve more than a hundred global and local clients like Shell Chemical, Hilton Worldwide and the Office of the Governor. As an Accredited Senior Practitioner of Public Relations, she’s received two lifetime achievement awards from the American Advertising Federation and the Public Relations Association of Louisiana and has been inducted into the Southern Public Relations Federation Hall of Fame.

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Steven Chiavarone

Steve Chiavarone is responsible for portfolio management and research in the
global asset allocation area and is a portfolio manager of Federated Global
Allocation Fund. Steve is responsible for the formulation of Federated Hermes’
views on the economy, the fi nancial markets, and the fi rm’s investment positioning
strategies as a member of both the Macro Economic Policy and the PRISM Asset
Allocation committees. Steve is also responsible for bringing macroeconomic,
investment strategy and product knowledge directly to clients in collaboration
with the sales team.
He joined Federated Hermes in 2007 and has 15 years of industry experience.
He previously worked at U.S. Trust/Bank of America Private Wealth Management
as a project manager in the Offi ce of the Investment Management COO.
Steve has been a regular contributor across the fi nancial media, including CNBC’s
“Squawk Box,” “Worldwide Exchange,” “Power Lunch,” “Trading Nation,” “Nightly
Business Report,” and “Fast Money,” Fox Business Network’s “Mornings with Maria”
and “Countdown to the Closing Bell,” and Bloomberg’s “Daybreak: Americas” and
“The Open.” Steve is also frequently quoted in publications such as Reuters, The
Wall Street Journal, The Financial Times, The New York Times and CNN Money.
Steve earned his bachelor’s degree from Drew University and is a CFA charterholder.

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Steven Procopio

Steven Procopio joined the Public Affairs Research Council of Louisiana as Policy Director in 2014 where he guides PAR’s research agenda. He previously served as Chief of Staff of the Louisiana Division of Administration where he worked on a number of transparency and fiscal issues.  Steven is an Alexandria native with undergraduate and graduate degrees in Political Science from LSU. His doctorate in Political Science is from Indiana University. He has expertise in statistical techniques, mathematical modeling and survey analysis.

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Non-Member Price $699.00

Member Price $499.00