The Controllers Conference provides corporate finance and accounting professionals the tools to develop a strategic game plan for your organization’s operational, personnel, and technology challenges. You’ll gain an in-depth understanding of professional issues and develop new techniques to provide an environment to motivate your team to reach performance goals and achieve success. Register today and make plans to connect with other financial leaders and level up your skills for 2024.
7:30 – 7:55 am
Registration & Continental Breakfast
7:55 – 8:00 am
Welcome & Opening Remarks
8:00 – 8:50 am
Professional Issues Update: BOI, CPA Exam Changes, Pipeline Trends, and Other Emerging Issues
Ron Gitz, CPA, CGMA • Executive Director – Society of Louisiana CPAs • Metairie, LA
Lisa A. Benefield • Executive Director – State Board of CPAs of Louisiana • New Orleans, LA
The rate of change will never be slower than it is right now. Ron and Lisa will discuss the biggest issues facing our rapidly-evolving profession and what's being done to address them and set the CPA profession up for sustained success.
8:50 – 9:40 am
Nial Patel • Cornerstone Governmental Affairs • Baton Rouge, LA
With a republican in the governor’s office, and a republican super-majority in both the Senate and House, we should see many conservative reform bills this year. During the campaign, elected officials discussed access to affordable home insurance, tax reform, educational savings accounts, energy policies, and much more. This session will cover legislative changes and how they might impact Louisiana taxpayers and businesses.
9:40 – 10:00 am Morning Break
10:00 – 10:50 am
Accounting Hot Topics
Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA
This session will cover any new guidance provided by the FASB as well as historical standards that have emerging issues. The new standard for measurement and reporting of crypto assets will be discussed, as well as private company options and common control leasing arrangements.
10:50 – 11:50 am
Artificial Intelligence: Risks and Opportunities for Accounting & Finance
Les Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LA
Artificial Intelligence is the term of the year. It is also one of the most misunderstood terms. Will AI make an imprint on the accounting profession? How are people adopting AI? We will take a look at the history of AI and how accountants can use AI in their daily business.
11:50 am – 12:50 pm Lunch (provided)
12:50 – 1:40 pm
Addressing Louisiana’s Property Insurance Crisis
Tim Temple • Commissioner of Insurance of Louisiana • Baton Rouge, LA
Louisiana’s property insurance market is in crisis. Insurance Commissioner Tim Temple will present his vision of how we can make Louisiana more attractive to insurers while ensuring consumers experience the fair claims process they deserve.
1:40 – 2:40 pm
When Bumblebees Fly: Interest Rates, Labor Markets, Liquidity, and Economic Activity
Stephen Morgan • Hancock Whitney Bank • New Orleans, LA
The last several quarters have seen strongly cooling inflation amidst rapidly tightening liquidity conditions while labor markets and economic activity have remained strong – a combination that shouldn’t exist under “normal conditions.” We’ll examine the contours of the economic environment that have enabled this happy myth-busting and look ahead to potential paths for the economy and business activity moving forward.
2:40 – 3:00 pm Afternoon Break
3:00 – 3:10 pm Exhibitor Prize Giveaways (for in-person attendees only)
3:10 – 4:30 pm
HR Legal Update: What the Federal Government & Courts Did in 2023 That Will Impact You
Jerry “Jay” Stovall, Jr., JD • Breazeale, Sachse & Wilson, LLP • Baton Rouge, LA
Mr. Stovall will discuss recent rulings by the US Supreme Court and Fifth Circuit Court of Appeals that impact HR professionals. Jay will also discuss new laws, rules, and guidance, like the Pregnant Worker Fairness Act, the DOL’s new rule regarding employees v. independent contractors, and the push to kill non-compete agreements.
PLUS: We're offering an ethics course the day before (March 14) so you can knock out your ethics CPE requirement in the same trip. Register for that here.
FOOD/BEVERAGES: Breakfast, lunch, coffee, soft drinks, and snacks provided.
PARKING: Free self-parking is available, or you may choose to valet.
MEET THE PLANNING COMMITTEESPONSOR THIS EVENT
Connect with 100+ corporate finance and accounting professionals from Louisiana businesses of all sizes. Contact Misean Reed for more information and pricing.
Love the content but can't attend in person? Click here to register for the webcast.
Would you like to register your whole team? Give us a call at 504.464.1040, Mon-Fri, 8a-5p and we can help.
- Lisa Benefield, State Board of CPAs of Louisiana
- Ronald Gitz II, Executive Director/CEO, Society of Louisiana CPAs
- Stephen Morgan, Hancock Whitney Bank
- Les Nettleton, IT Director, Bourgeois Bennett, LLC
- Kurt Oestriecher, Partner in Charge, Oestriecher & Company, APAC, CPAs
- Nial Patel, Principal and Director, Cornerstone
- Jerry Stovall Jr, Breazeale, Sachse & Wilson, LLP
- Tim Temple, Commissioner of Insurance, Louisiana Department of Insurance
Lisa Benefield, State Board of CPAs of Louisiana
Lisa Benfield is the Executive Director of the State Board of CPAs of Louisiana.
Ronald Gitz II, Executive Director/CEO, Society of Louisiana CPAs
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.
Stephen Morgan, Hancock Whitney Bank
Senior Vice President, Investment Director
Hancock Whitney Bank
New Orleans, LA
Stephen Morgan is an investment director at Hancock Whitney Bank, where he is facilitates a team of investment professionals focused on delivering superior investment strategies and client outcomes.
Stephen has been in the investment industry for over 20 years, joining Hancock Whitney as part of the acquisition of Capital One Asset Management, LLC. Prior to joining Capital One, Stephen worked at Morgan Stanley, efolio.com, Hibernia Bank and Waterhouse Securities.
Stephen has a Bachelor of Mathematics from Carleton College and a Master of Mathematics from the University of Wisconsin.
Les Nettleton, IT Director, Bourgeois Bennett, LLC
LES R. NETTLETON served as Bourgeois Bennett’s Director of Information Technology Services for 35 years. In that capacity, he managed the team of specialists that both supports the technological infrastructure of Bourgeois Bennett and provided individualized technology services to the firm’s diverse client base.
Les has specialized experience in the areas of systems analysis, technology management consulting, database management and information systems training. He regularly addresses academic, community and professional groups and organizations, both locally and nationally, on a variety of technology topics and provides technology training to the firm’s staff. Les was awarded the 2020 Outstanding CPE Discussion Leader by the Louisiana State Society of CPAs after receiving the highest overall speaker rating for 2020.
Active in the community, Les is on the Board of Directors of Crimestoppers of Greater New Orleans. He is a member of the St. Catherine of Siena Pastoral Council. He is a member of the American Institute of CPAs Technology Sector. Les is also a member of Technology Section for AGN North America, an international association of 200 accounting and consulting firms.
Kurt Oestriecher, Partner in Charge, Oestriecher & Company, APAC, CPAs
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.
Nial Patel, Principal and Director, Cornerstone
Nial Patel joined Cornerstone Government Affairs in 2011 after nearly a decade of service to Governor Bobby Jindal, dating back to his first run for governor in 2003. As one of the longest serving senior staff members for the Governor, Nial was the director of scheduling. Additionally, when Governor Jindal was elected to Congress, Nial served as his executive assistant. During his tenure with Jindal, Nial’s duties varied from campaigning to research and outreach, working with elected politicians, stakeholders and government officials from Washington, D.C. and across the state of Louisiana.
Jerry Stovall Jr, Breazeale, Sachse & Wilson, LLP
Mr. Stovall is an Employment Law Specialist, certified by the Louisiana Board of Legal Specialization. He concentrates his practice in the areas of labor & employment law, occupational safety and health, corporate formation, business, corporate and fiduciary litigation. Mr. Stovall represents private employers and public entities. Mr. Stovall is a frequent speaker, author and trainer, primarily in the areas of labor & employment law.
Tim Temple, Commissioner of Insurance, Louisiana Department of Insurance
Tim Temple was elected as Commissioner of Insurance in 2023. Tim worked in the insurance sector for over two decades and is dedicated to leveraging his extensive industry experience to shape a regulatory and statutory environment that not only ensures competitiveness, but also enhances the attractiveness of Louisiana’s insurance market.
As the state’s top insurance official, Tim is committed to protecting the interests of policyholders while promoting a flourishing insurance market that benefits all residents and businesses in the great state of Louisiana.
Prior to becoming Commissioner of Insurance, Tim served as President of Temptan, a family-owned investment management business in Baton Rouge. Additionally, Tim is a former Chair of the Louisiana Committee of 100 for Economic Development, working outside of government to provide leadership and resources with a focus on growing Louisiana’s economy.
Tim is a native of DeRidder. He and his wife Amy live in Baton Rouge with their two daughters.
Non-Member Price $419.00
Member Price $319.00