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Showing 3 In Person Results

2024 Business & Industry Conference - Both Days

-

New Orleans

16.00 Credits

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The Business & Industry Conference is LCPA's largest gathering of corporate accounting and finance professionals in the state. It features some of the best local and national speakers who will provide updates and analysis on today's most important issues. You'll get practical advice and forecasts to help you make well-informed decisions for the future of your organization. Plus, you'll get to network with other financial leaders from around the state. Don't miss it! Come a day early to attend our Annual Meeting, Wednesday, August 14, in the French Quarter Balcony room! The luncheon features our current Chair and Incoming Chair and recognizes our service award winners. Enjoy LCPA's discounted rate at the Ritz-Carlton when you reserve your room by July 23rd. CONFERENCE AGENDA DAY ONE: THURSDAY, AUGUST 15 8:00 – 8:30 am Registration/Continental Breakfast & Visit Exhibitors 8:30 – 9:20 am The Latest Changes for your 401(k) (Retirement) Plan Chris Shankle, CPA, CGMA • Argent Retirement Plan Advisors • Shreveport, LA In this session, we’ll revisit the Secure Act and Secure 2.0 to consider the provisions that are becoming effective in the current and next year as well as regulatory guidance that has been issued on previously effective provisions that are now being supported by vendors and considered for adoption by employers.? Additionally, we’ll look at the 5th iteration of regulations from the Department of Labor around the Definition of Fiduciary as it pertains to providing service to retirement plans. 9:20 – 10:10 am Legislative Recap: What is to Come Julie Stokes, CPA10:10 – 10:30 am Break & Visit Exhibitors10:30 – 11:30 am  Insurance Market Update John Ford • Deputy Commissioner, LA. Department of Insurance • Baton Rouge, LA Louisiana’s property insurance market has been in crisis since our state was hit by hurricanes Laura, Delta, Zeta and Ida in 2020 and 2021. This presentation will provide a brief history of the crisis, an overview of how the Louisiana Department of Insurance has responded, and the positive changes new Insurance Commissioner Tim Temple has proposed and implemented since taking office this year. 11:30 am – 12:20 pm Artificial Intelligence: Integrating AI in Your Daily Life Les Nettleton • Retired - Bourgeois Bennett, LLC • Metairie, LA Artificial Intelligence is the new buzz phrase. It is also a misunderstood concept. This session will explain what Artificial Intelligence is. We will look at real world examples of AI, especially?in accounting. We will also look at the differences between Artificial Intelligence and Automation and how each is important in the accounting field. 12:20 – 1:20 pm Lunch Visit Exhibitors1:20 – 2:15 pm Harmonizing Generations: Navigating the Multi-Generational Workforce Christel C. Slaughter, Ph.D. • SSA Consultants • Baton Rouge, LA Managing multiple generations in the workforce today can present unique challenges due to their distinctly different values, experiences, and characteristics. Learning to deal with short attention spans, requests for flexible work schedules, and greater work-life balance are commonplace today but can create real challenges for management. This session will explore how you can effectively adapt your leadership style to connect with and motivate all staff members. 2:15 – 3:10 pm Enhancing the Cyber Awareness Culture in the Age of AI Paul Perry, FHFMA, CISM, CITP, CPA, CDPSE • Warren Averett • Birmingham, AL This presentation focuses on the threat of cybersecurity and helps an organization understand how to protect its people and information. We will explore the why behind cybersecurity issues (those created by society and business), understand methods being used by attackers and include how changes to the threat have evolved from the use of Artificial Intelligence. All of these issues speak to needing to enhance the culture created by cyber threats. We will also address the areas of solid technology-related controls and provide examples for securing information throughout the organizational environment. 3:10 – 3:30 pm Break & Visit Exhibitors3:30 – 4:50 pm Waiting on the World to Change  Steve Chiavarone, CFA • Federated Hermes • New York, NY DAY TWO: FRIDAY, AUGUST 167:30 – 8:00 am Registration/Continental Breakfast & Visit Exhibitors 8:00 – 8:50 am The Evolving Hydrogen Economy in Louisiana and Beyond   Dr. Mark Zappi, PE • Professor of Chemical Engineering - University of Louisiana Lafayette • Lafayette, LA Hydrogen is considered an evolving fuel and chemical processing agent for most industrial systems. Louisiana is a leading state where hydrogen made from natural gas and green sources is being considering for potential displacement/replacement of fossil fuels. The presentation will introduce why hydrogen, benefits to Louisiana, and how industries can approach this opportunity.?Both the pros and the cons to consider will be discussed.   8:50 - 9:40 am Shaping the Future of Healthcare: Trends and Insights Across The Sector  Taylor Gilbert • Chaffe & Associates, Inc. • New Orleans, LA This presentation delves into the latest trends and strategic insights driving healthcare mergers and acquisitions (M&A). From regulatory shifts, to an aging population, to technological advancements, it dissects key drivers behind recent deals. This presentation shares practical strategies for maximizing value, mitigating risks, and identifying synergies in healthcare transactions.  9:40 – 10:00 am Break & Visit Exhibitors10:00 – 10:50 am   Lead with Structure to End Internal Chaos Julie Couret • Executive Coach • New Orleans, LA You have invested so much time, energy, & care into constructing your department and team. Your company’s success is booming-but with each new level, you're starting to notice a little more sway & a little less stability. Shift your focus from being Fire Fighter in Charge to true delegation, process optimization, and measurement. Business Coach Julie Couret delivers actions to bring back and add immediate value to your organization. 10:50 am – 12:00 pm Designing Benefit Plans to Retain Employees (Qualified, Non-Qualified and Incentive Plans) Chris Shankle, CPA, CGMA • Argent Retirement Plan Advisors • Shreveport, LA We’ll take a concise view at some of the principals to consider in designing a benefit plan program – whether it consists of solely a qualified plan, or an extensive arrangement of short, intermediate and long term incentives. Intentionally about half of the program will focus on various metrics with respect to qualified plans since they are generally the foundation.?We’ll then move to consider a variety of non-qualified plans along with when and why each might be employed. Finally we’ll look at some of the executive compensation (equity compensation) matters. 12:00 – 1:00 pm Lunch & Visit Exhibitors1:00 – 1:50 pm Sailing Towards the Sunset: Navigating the Narrowing Window for the Federal, Gift, Estate and GST Planning  Nene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LA Vanessa Claiborne CPA/ABV, ASA • Chaffe & Associates • New Orleans, LA The 2024 gift and estate tax lifetime exemption is at an historic high of $13.6MM or $27.22MM for a married couple.? Using this exemption during the taxpayer’s lifetime removes the future income and growth of the transferred assets from the taxpayer’s estate.?However, the window is closing for taxpayers to take advantage of this high exemption. The gift and estate tax lifetime exemption is set to return to its Pre TCJA levels on January 1, 2026 adjusted for inflation estimated at $6.4 MM or $12.8MM for a married couple. In many instances, a privately held business is a taxpayer’s biggest asset. There are numerous estate tax minimization strategies that involve gifting or selling an interest in a private business. We will give a brief overview and show examples of these planning strategies.?The session will focus on the value of the private business as well as the circumstances that give rise to discounts on interests transferred, allowing more of the ownership of the business to be transferred under the exemption amount. The session will show what is needed for a qualified appraisal by a qualified appraiser as defined by the IRS. 1:50 – 2:40 pm Preparing for Life in Retirement Mollie Taylor, CFP • Beacon Pointe • Metairie, LA Rocky Daigle, JD, AIF • Beacon Pointe • Metairie, LA Why has retirement changed, and how do you plan? A retirement plan is a roadmap throughout your life and will provide the foundation for every financial decision. Timely planning may also empower you to decide about your work life, retirement lifestyle, or legacy goals that you had not previously considered. We aim to give you information to consider as you approach retirement or for those in retirement. The planning never stops.  2:40 – 3:00 pm Break & Prize Giveaway3:00 – 4:20 pm Gazing into the Crystal Ball: The Outlook for the Economy Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA Have we been able to sneak past a recession into a soft landing nationally? How critical is this national election to our State's economy? Did the "pause" on LNG export facilities really make any difference? How does the outlook differ between North and South Louisiana?

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2024 Business & Industry Conference - 1st Day Only

-

New Orleans

8.00 Credits

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The Business & Industry Conference is LCPA's largest gathering of corporate accounting and finance professionals in the state. It features some of the best local and national speakers who will provide updates and analysis on today's most important issues. You'll get practical advice and forecasts to help you make well-informed decisions for the future of your organization. Plus, you'll get to network with other financial leaders from around the state. Don't miss it! Come a day early to attend our Annual Meeting, Wednesday, August 14, in the French Quarter Balcony room! The luncheon features our current Chair and Incoming Chair and recognizes our service award winners. Enjoy LCPA's discounted rate at the Ritz-Carlton when you reserve your room by July 23rd. CONFERENCE AGENDA DAY ONE: THURSDAY, AUGUST 15 8:00 – 8:30 am Registration/Continental Breakfast & Visit Exhibitors 8:30 – 9:20 am The Latest Changes for your 401(k) (Retirement) Plan Chris Shankle, CPA, CGMA • Argent Retirement Plan Advisors • Shreveport, LA In this session, we’ll revisit the Secure Act and Secure 2.0 to consider the provisions that are becoming effective in the current and next year as well as regulatory guidance that has been issued on previously effective provisions that are now being supported by vendors and considered for adoption by employers.? Additionally, we’ll look at the 5th iteration of regulations from the Department of Labor around the Definition of Fiduciary as it pertains to providing service to retirement plans. 9:20 – 10:10 am Legislative Recap: What is to Come Julie Stokes, CPA10:10 – 10:30 am Break & Visit Exhibitors10:30 – 11:30 am  Insurance Market Update John Ford • Deputy Commissioner, LA. Department of Insurance • Baton Rouge, LA Louisiana’s property insurance market has been in crisis since our state was hit by hurricanes Laura, Delta, Zeta and Ida in 2020 and 2021. This presentation will provide a brief history of the crisis, an overview of how the Louisiana Department of Insurance has responded, and the positive changes new Insurance Commissioner Tim Temple has proposed and implemented since taking office this year. 11:30 am – 12:20 pm Artificial Intelligence: Integrating AI in Your Daily Life Les Nettleton • Retired - Bourgeois Bennett, LLC • Metairie, LA Artificial Intelligence is the new buzz phrase. It is also a misunderstood concept. This session will explain what Artificial Intelligence is. We will look at real world examples of AI, especially?in accounting. We will also look at the differences between Artificial Intelligence and Automation and how each is important in the accounting field. 12:20 – 1:20 pm Lunch Visit Exhibitors1:20 – 2:15 pm Harmonizing Generations: Navigating the Multi-Generational Workforce Christel C. Slaughter, Ph.D. • SSA Consultants • Baton Rouge, LA Managing multiple generations in the workforce today can present unique challenges due to their distinctly different values, experiences, and characteristics. Learning to deal with short attention spans, requests for flexible work schedules, and greater work-life balance are commonplace today but can create real challenges for management. This session will explore how you can effectively adapt your leadership style to connect with and motivate all staff members. 2:15 – 3:10 pm Enhancing the Cyber Awareness Culture in the Age of AI Paul Perry, FHFMA, CISM, CITP, CPA, CDPSE • Warren Averett • Birmingham, AL This presentation focuses on the threat of cybersecurity and helps an organization understand how to protect its people and information. We will explore the why behind cybersecurity issues (those created by society and business), understand methods being used by attackers and include how changes to the threat have evolved from the use of Artificial Intelligence. All of these issues speak to needing to enhance the culture created by cyber threats. We will also address the areas of solid technology-related controls and provide examples for securing information throughout the organizational environment. 3:10 – 3:30 pm Break & Visit Exhibitors3:30 – 4:50 pm Waiting on the World to Change  Steve Chiavarone, CFA • Federated Hermes • New York, NY 

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2024 Business & Industry Conference - 2nd Day Only

-

New Orleans

8.00 Credits

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The Business & Industry Conference is LCPA's largest gathering of corporate accounting and finance professionals in the state. It features some of the best local and national speakers who will provide updates and analysis on today's most important issues. You'll get practical advice and forecasts to help you make well-informed decisions for the future of your organization. Plus, you'll get to network with other financial leaders from around the state. Don't miss it! Enjoy LCPA's discounted rate at the Ritz-Carlton when you reserve your room by July 23rd. DAY TWO: FRIDAY, AUGUST 167:30 – 8:00 am Registration/Continental Breakfast & Visit Exhibitors 8:00 – 8:50 am The Evolving Hydrogen Economy in Louisiana and Beyond   Dr. Mark Zappi, PE • Professor of Chemical Engineering - University of Louisiana Lafayette • Lafayette, LA Hydrogen is considered an evolving fuel and chemical processing agent for most industrial systems. Louisiana is a leading state where hydrogen made from natural gas and green sources is being considering for potential displacement/replacement of fossil fuels. The presentation will introduce why hydrogen, benefits to Louisiana, and how industries can approach this opportunity.?Both the pros and the cons to consider will be discussed.   8:50 - 9:40 am Shaping the Future of Healthcare: Trends and Insights Across The Sector  Taylor Gilbert • Chaffe & Associates, Inc. • New Orleans, LA This presentation delves into the latest trends and strategic insights driving healthcare mergers and acquisitions (M&A). From regulatory shifts, to an aging population, to technological advancements, it dissects key drivers behind recent deals. This presentation shares practical strategies for maximizing value, mitigating risks, and identifying synergies in healthcare transactions.  9:40 – 10:00 am Break & Visit Exhibitors10:00 – 10:50 am   Lead with Structure to End Internal Chaos Julie Couret • Executive Coach • New Orleans, LA You have invested so much time, energy, & care into constructing your department and team. Your company’s success is booming-but with each new level, you're starting to notice a little more sway & a little less stability. Shift your focus from being Fire Fighter in Charge to true delegation, process optimization, and measurement. Business Coach Julie Couret delivers actions to bring back and add immediate value to your organization. 10:50 am – 12:00 pm Designing Benefit Plans to Retain Employees (Qualified, Non-Qualified and Incentive Plans) Chris Shankle, CPA, CGMA • Argent Retirement Plan Advisors • Shreveport, LA We’ll take a concise view at some of the principals to consider in designing a benefit plan program – whether it consists of solely a qualified plan, or an extensive arrangement of short, intermediate and long term incentives. Intentionally about half of the program will focus on various metrics with respect to qualified plans since they are generally the foundation.?We’ll then move to consider a variety of non-qualified plans along with when and why each might be employed. Finally we’ll look at some of the executive compensation (equity compensation) matters. 12:00 – 1:00 pm Lunch & Visit Exhibitors1:00 – 1:50 pm Sailing Towards the Sunset: Navigating the Narrowing Window for the Federal, Gift, Estate and GST Planning  Nene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LA Vanessa Claiborne CPA/ABV, ASA • Chaffe & Associates • New Orleans, LA The 2024 gift and estate tax lifetime exemption is at an historic high of $13.6MM or $27.22MM for a married couple.? Using this exemption during the taxpayer’s lifetime removes the future income and growth of the transferred assets from the taxpayer’s estate.?However, the window is closing for taxpayers to take advantage of this high exemption. The gift and estate tax lifetime exemption is set to return to its Pre TCJA levels on January 1, 2026 adjusted for inflation estimated at $6.4 MM or $12.8MM for a married couple. In many instances, a privately held business is a taxpayer’s biggest asset. There are numerous estate tax minimization strategies that involve gifting or selling an interest in a private business. We will give a brief overview and show examples of these planning strategies.?The session will focus on the value of the private business as well as the circumstances that give rise to discounts on interests transferred, allowing more of the ownership of the business to be transferred under the exemption amount. The session will show what is needed for a qualified appraisal by a qualified appraiser as defined by the IRS. 1:50 – 2:40 pm Preparing for Life in Retirement Mollie Taylor, CFP • Beacon Pointe • Metairie, LA Rocky Daigle, JD, AIF • Beacon Pointe • Metairie, LA Why has retirement changed, and how do you plan? A retirement plan is a roadmap throughout your life and will provide the foundation for every financial decision. Timely planning may also empower you to decide about your work life, retirement lifestyle, or legacy goals that you had not previously considered. We aim to give you information to consider as you approach retirement or for those in retirement. The planning never stops.  2:40 – 3:00 pm Break & Prize Giveaway3:00 – 4:20 pm Gazing into the Crystal Ball: The Outlook for the Economy Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA Have we been able to sneak past a recession into a soft landing nationally? How critical is this national election to our State's economy? Did the "pause" on LNG export facilities really make any difference? How does the outlook differ between North and South Louisiana?

More Dates