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.
Texas & Louisiana Sales and Use Tax for the Oilfield Services Industry
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Metairie
8.00 Credits
This course explains how the Texas & Louisiana sales and use tax plus well servicing tax rules apply to the oilfield services industry at all stages of the drilling and completion processes. This course starts with determining an area of interest, then proceeds through the drilling and completion of a well. After discussing the rules for producing fields, we conclude with tax rules for workover, and plugging & abandonment. We also review the Comptrollers recent change in taxing policies for oilfield services, including flowback, directional drilling, and others.Printed course materials will be provided. AGENDAMorning Sessions: Jimmy Martens 8:30 am Texas Sales and Use Tax Overview Texas Sales & Use Tax Well Servicing Tax 8:40 am Texas Sales Tax Rules Taxable Materials, Supplies, and Equipment Renting Oilfield Equipment Operator Leases Real v. Tangible Personal Property Taxable Services 9:30 am Texas Well Servicing Tax Testing, Cementing, Shooting, Fracturing, and Acidizing Non-Taxable Services Interplay with Sales Tax 10:00 Break 10:10 am Taxing Oilfield Services Determining an Area of Interest Acquiring Oilfield Leases Moving Equipment & Rigging Up Drilling the Well Operating and Completing the Producing Oilfield Workover Plugging & Abandoning the Well 11:40 am Oilfield Tax Exemptions Surface v. Subsurface Equipment Proppant & Fracking Chemicals Utility Costs Offshore Exemptions 12:00 pm Box Lunch Afternoon Sessions - Gary Dressler 12:30 pm Louisiana Tax Overview Sales & Use Tax Taxable Goods and Services Lease Tax and Leases Local Sales, Use, and Lease Tax 1:00 pm Louisiana Sales Tax Issues Seismic/Geophysical Work Leases – for Re-lease, Offshore, and Inter-Parish First Use Offshore Repairs – Offshore Drilling and Exploration Immovable Property Compression Services/Leases Oilfield Services 2:00 pm Break 2:10 pm Louisiana Sales Tax Issues Cont'd 3:00 pm Handling Louisiana Audits Statute of Limitations Credit for Taxes Paid Managed Audits Pre-Audit Planning Dealing with the Louisiana or Parish Auditor NOTE: This course qualifies for CLE. QUESTIONS? Call the Member Service Team at 504.464.1040 or email us at info@lcpa.org.
New Orleans Chapter: Latest Developments in Cryptocurrency
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New Orleans
2.00 Credits
Blockchain is redefining the financial industry. Alyssa Rambeau explores the impact of blockchain and cryptocurrency on accounting and finance. She'll explain how blockchain impacts the industry and business functions to reduce costs and improve operations and information flow. Topics include using cryptocurrency in business, accounting and reporting issues, tax implications, how accounting roles will change, and software solutions to incorporate cryptocurrency. Non-CPA staff, student, and candidate affiliates are invited to attend at the member rate (free).
Fixing Your Chart of Accounts
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Online/Webcast
1.00 Credits
A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer "what if?" questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data and keeping errors from creeping into their financial statements. Best practices today look little like the examples you may have seen in business school. If you sense that your general ledger could do far more, this session will show you how to fix your problems 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
How SAS Nos. 134-145 Improve Risk-Based Audits
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Online/Webcast
4.00 Credits
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. 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
Operations Level Internal Control
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Online/Webcast
4.00 Credits
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Karl Egnatoff, CPA.CITP
Cybersecurity 101 for CPAs
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Online/Webcast
2.00 Credits
This course provides an overview of cybersecurity from the CPA perspective. We will discuss the components of an IT environment that need to be considered in audits - e.g. network, operating systems, database, and application layers. Additionally, we will discuss an overview of cybersecurity frameworks under the influence of the AICPA and/or ISACA - e.g. SOC2, COBIT, COSO, SOX IT controls, etc. and key cybersecurity controls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Petrina Youhan, CPA, CISSP/Dr. Kenneth W. Cooper, DCS, CISSP
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online/Webcast
1.20 Credits
This session provides HR Professionals with scripts for and tactics for coaching leaders in handling an array of employee relations situations with sensitivity, good judgment, and high confidence. Topics include employee complaints, personality & attitude problems, performance counseling, personal hygiene problems, disability-related performance issues, misconduct due to mental conditions. You will learn how to use a unique process, “Reset the Clock,” that prevents attorneys from taking something leaders did wrong or did not do in the past and using it to support legal challenges in the future. Liability is replaced with credibility. Lawsuits are then avoided rather than won. Financial assets are protected, morale stays high, and bad publicity is averted. HR Professionals avoid hearing from senior leaders: “You should have anticipated this” after an avoidable legal claim. Speaker - Mike Mirarchi
Surgent's Excel Budgeting Ideas
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Online/Webcast
2.00 Credits
Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.Speaker - Jeff Lenning
2024 Accounting Educators Workshop
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Lafayette
6.00 Credits
This event is limited to full- and part-time educators and adjuncts and is specially priced to support their vital contributions to the future of the profession. Although you cannot change the direction of the wind, you can adjust the sails and adapt as needed to navigate effectively. That's precisely what is demanded of accounting and finance educators – to work even harder to embrace change, overcome obstacles, and chart a course for student and university success. This workshop brings together Louisiana educators to exchange knowledge and collaborate to find new ways to push the CPA profession forward. TOPICS & SPEAKERS8:30 – 8:55 amRegistration & Continental Breakfast 8:55 – 9:00 amWelcome & Opening RemarksChristine Smith, CPA, MBA, MACCT • Senior Professor of Practice, A.B. Freeman School of Business - Tulane University • New Orleans, LA Chair, LCPA Accounting Education Issues Committee. 9:00 – 9:50 amAll Things CPA! Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA Lisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA Executive Directors from Louisiana’s 2 largest accounting-related entities set the stage for a rapid-fire discussion on the current shortages of accounting majors and CPA exam candidates, and strategies to attract more students to the accounting profession9:50 – 10:40 amPreparing Students for Their Professional Careers in the Age of AI Toni Weiss • Lawrence M.v.D. Schloss Senior Professor of Practice, Department of Economics Executive Director, Center for Engaged Learning & Teaching (CELT) Suzanne & Stephen Weiss Tulane Presidential Fellow for Teaching Excellence – Tulane University • New Orleans, LA There is no question that Artificial Intelligence, particularly Large Language Models (ChatGPT), have upended what we do in the classroom and what our students will be expected to do upon graduation. But that doesn't mean that we can throw up our hands in despair. This session, in which we will all contribute, will help us re-think and re-imagine our syllabi, assessments, and grading practices so we can both maintain our standards and prepare our students for their professional careers.10:40 – 11:00 am Break11:00 am – 12:30 pmTalent Tally: Shaping Futures in Accounting Recruitment Nene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Vice President • Chaffe & Associates • New Orleans, LA Andree Taylor, CPA • Senior Analyst/Auditor Research & Training • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Jay Montalbano, CPA, CVA, CCIFP • Managing Partner • Hannis T. Bourgeois, LLP • Baton Rouge, LA Cherie Boudreaux Navarre, CPA, M.S. • Darnall, Sikes & Frederick (A Corporation of CPAs) • Lafayette, LA Featuring representatives from various areas of the profession, this moderated panel discussion examines innovative recruitment strategies to attract students and provide meaningful support throughout their CPA journey.12:30 – 1:00 pm Lunch (provided)1:00 – 1:50 pmEasing the Path to CPA Licensure: The Experience, Learn and Earn ProgramRon Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA Christine Smith, CPA, MBA, MACCT • Senior Professor of Practice, A.B. Freeman School of Business - Tulane University • New Orleans, LAIn the fall of 2023, AICPA and NASBA launched an integrated education and experience program for students who need or want a path to the 150 credit hours of education required for CPA licensure, that allows them to earn up to 30 educational credit hours while they are employed with a CPA firm and earning a living. This session provides an update on the online academic program piloted at Tulane University and its overall impact on recruitment going forward.1:50 – 2:00 pm Break 2:00 – 3:30 pmPipeline Strategies for Boosting Enrollment – Faculty Perspectives Bob Braun, PhD • Department Head and Phil K. Livingston Professor, Department of Accounting and Finance - Southeastern Louisiana University • Hammond, LA John Lauck, PhD, CPA, CFE • Chase Bank Endowed Professor, Associate Professor, Director of the School of Accountancy – Louisiana Tech University • Ruston, LA Christine Smith, CPA, MBA, MACCT • Senior Professor of Practice, A.B. Freeman School of Business - Tulane University • New Orleans, LA Nicole Bruchez, CPA • Darnall, Sikes & Frederick (A Corporation of CPAs) & Senior Instructor for UL Lafayette, LALaura D. Wiley, PhD, CPA • Assistant Department Chair & Distinguished Instructor – LSU • Baton Rouge, LA This moderated discussion will address how accounting faculties are incorporating recent exam changes into their curriculum and what universities can do to increase a steady flow of accounting students through the CPA pipeline.EVENT LOCATION (new)City Club at River Ranch 1100 Camellia Blvd. Lafayette, LA 70508 NEED A ROOM? Carriage House Hotel 603 Silverstone RdLafayette, LA 70508Rate: $159/nightCall 337.769.8400 and use group code LCPA to make a reservation. PLUS: We're offering an ethics course the day before (April 18) so you can knock out your ethics CPE requirement in the same trip. Register for that here. (Separate registration and fee required.)
Real Estate Professionals, Passive Activity and Section 199A
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Online/Webcast
2.00 Credits
This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. 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
Prioritizing Mental Health in the Post-COVID Workplace
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Online/Webcast
1.20 Credits
Over the last few years, mental health has become more of a mainstream issue. In fact, statistics indicate that approximately one in four adults experience a mental health condition. Therefore, it is more important now than ever for organizations to make mental health and wellness a priority, given all the rapid changes leading to higher levels of stress and uncertainty in the post-COVID workplace. The goal of this course is to outline the signs of mental health challenges in the workplace, such as changes in behavior, mood, or performance, while providing practical strategies for HR Professionals and Business Leaders to build and implement accommodations for a mentally healthy work environment. Speaker - Shannon White
CFO Series: Advancing Your Role as a Business Leader
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Online/Webcast
2.00 Credits
Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. True leaders put in the work and make sacrifices for others. Leadership is a learned skill, a skill that must be practiced. It may look simple, and it is - only if you know what to do and how to do it. Leadership requires one to develop a greater understanding of intangibles that are difficult to quantify - but are priceless. The best leaders care about others, are trustworthy and are credible. We will discuss proven tactics to enhance those skills. Worthy for those who want to become even more valuable as a business leader.Speaker - Don Minges, MBA
Professional Skepticism for the Public Accountant
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Online/Webcast
1.00 Credits
Accountants are expected to demonstrate a questioning mindset. While such professional skepticism is an obvious requirement for assurance engagements, it is applicable elsewhere in the practice of public accounting. In fact, a skeptical mindset offers benefits to both public accountants and those who work in industry. This course provides specific examples of professional skepticism while suggesting best practices. 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
360 Budgeting: A Holistic Approach to Process and Solutions
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Online/Webcast
8.00 Credits
The budgeting process can be a time consuming and frustrating process for accountants. The constraints and pressures can lead to poor decisions in both the technical and human components. This series will offer solutions to the budgeting woes from both the big picture and in the details. Understanding and Preventing Budget Calamities 2 Hours - Accounting • Most of us lead or participate in the budget process at least annually. Inherent flaws exist in the standard budget building process that you can solved by recognizing them and committing to solutions. Building Flexible Budgeting Models: Walking Through and Crunching The Numbers 2 Hours - Accounting • We can all learn from others and improve our budgeting process by listening to our colleagues’ wisdom and experience. This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial planning. Avoiding Budget People Issues: Managing Budgeting’s Soft Side 2 Hours - Accounting • Financial plans have a technical component and human component. We can resolve some of our budget issues by exploring the process’ human aspect. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create to a better plan. Budgeting: Presenting and Communicating your Numbers 2 Hours - Accounting • Now that the budget is complete, how we communicate our plan is critical. this session reveals some key guidelines in budget presentation and will identify key problems in how people often communicate financial plans. Speaker - Bob Mims
Getting Started with ESG
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Online/Webcast
2.00 Credits
ESG, environmental, social, and governance, is a buzzword that is not only gaining traction but will be mandatory for a company's continued success. So what is ESG? What does it mean? Why is ESG important? What is the ROI of adopting ESG? Who should lead our ESG initiatives? How do we get started? These questions and more will be answered in this fast-paced session that will explain the ABCs of ESG. We will also outline a framework to begin your ESG journey. 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 Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
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Online/Webcast
2.00 Credits
According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent success of CAS offerings, now is the time to learn how the services differ from what you currently offer, which of your clients would benefit most, and what you need in place to add a quality CAS program to your firm's menu of services.Speaker - Christina Hilton, CPA
Financial & Tax Accounting for S Corporations
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Online/Webcast
4.00 Credits
This program addresses the many complex financial and tax accounting issues that are common in S corporation transactions, with discussion of common pitfalls and the new AICPA "small" GAAP accounting standards. Speaker - Steven Dilley, CPA, JD, PhD
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
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Online/Webcast
2.00 Credits
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
Teaching CPAs to be Better Thinkers
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Online/Webcast
1.00 Credits
Designed especially for CPAs, this class is a practical call to action that provides CPAs with the tools and inspiration they need to be better thinkers. You'll learn habits and strategies you can use every day to dramatically improve judgment and decision-making. You'll learn how to break down mental barriers and alleviate mental fatigue. You'll achieve new levels of mental clarity, flexibility, and resilience. You will also benefit from better overall mental well-being and be more resistant to stress and burnout. Attendees leave as more powerful and confident thinkers and better communicators and problem-solvers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Toby Groves, Ph.D.
ChatGPT: What Every CPA Should Know
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Online/Webcast
1.50 Credits
Don't look now, but ChatGPT is taking the business world and the accounting profession by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This short course will provide you with a foundational knowledge of ChatGPT technology that will prepare you to have conversations with clients, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for the accounting profession. 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