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.
Tax Town Hall - Filing Season Recap
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Lafayette
2.00 Credits
Join us in person for an insightful Tax Town Hall where we explore the complexities of tax laws and regulations at both the state and federal levels. This free event offers a comprehensive overview of the recent tax filing season, featuring Louisiana CPA practitioners who will share their experience and insights.Our esteemed panel of CPAs will unpack the challenges and opportunities encountered during the last tax season, providing practical guidance and analysis. From navigating state-specific tax codes to understanding federal updates, our discussion will cover a wide range of topics relevant to individuals and businesses alike.This Town Hall highlights the collaborative effort of CPAs coming together to address key issues and provide clarity in the ever-changing tax landscape. Whether you're a tax professional seeking to stay updated on the latest developments or a taxpayer looking for valuable insights, this Town Hall promises to be an informative and engaging experience. This is a FREE event — an exclusive LCPA member benefit!AGENDA 1:00-1:05p Welcome/Introduction1:05-1:50p Filing Season Discussion (Panel) Client acceptance/Client satisfaction/client retention What worked What did not work IRS/LDR Issues 1:50-2:30p Billing-Hourly, Menu Pricing, and Value Billing/Costs/Software Billing/Costs/Software Onboarding/Discovery Fee/Initial consultation Tech Fee Screening potential clients/charge for initial consultatione 2:30-2:45 Refreshment Break (Sponsored By ACE Scholarships Louisiana)2:45-3:20p Processes - Panel Discussion Work Flow Engagement letters Tax organizers Portals More electronic acceptance by clients Best practices for tax departments such as workflow, electronic storage and workpapers, etc. Practice Continuation/Emergency Assistance 3:20-3:50p Software Issues Return preparation OCR/Tax Dome/Smart Vault Accuracy of electronic products 3:50-4:00p Wrap Up
The FTC’S Nationwide Ban On Non-Compete Agreements
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Online/Webcast
1.00 Credits
Free for Members-Only! Discover the legal landscape surrounding Louisiana non-compete agreements and the FTC's groundbreaking nationwide ban on these agreements in this comprehensive presentation. Learn why CPAs find it crucial for client compliance and strategic planning, while businesses must adapt to protect intellectual property and talent retention. In Louisiana, where non-compete agreements are common, this regulatory shift holds significant implications for businesses, demanding swift adaptation to remain compliant and competitive. Jude Bursavich addresses the background, implications, and challenges in this FREE webcast — an exclusive LCPA member benefit. Is your membership up to date? Log in and renew to power up your membership. To register non-CPA staff, give us a call at 504.464.1040 or email info@lcpa.org.
LinkedIn Profile Secrets for CPAs
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Online/Webcast
2.00 Credits
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Sandra Long
New Orleans Chapter: Tech Trends and Cybersecurity Update
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New Orleans
2.00 Credits
Award-winning presenter Les Nettleton equips you with the latest insights and strategies to navigate the dynamic intersection of technology and cybersecurity. From industry professionals to firm practitioners, this session caters to CPAs in various roles. We'll delve into the hottest topics shaping today's technological landscape, including hardware, software, cloud computing, artificial intelligence, and secure remote work practices. Discover how emerging technologies can revolutionize your workflow and enhance productivity while ensuring robust cybersecurity measures are in place. Les will address cybersecurity concerns head-on, focusing on the newest scams targeting email and text messages. Learn how to identify and thwart potential malware infections and phishing attempts, safeguarding your financial data and personal information. Whether you're working in a firm or industry, this session offers invaluable insights and actionable strategies to fortify your cybersecurity defenses and embrace technological advancements effectively. Join us to future-proof your financial practice and stay ahead in today's digital landscape. Non-CPA staff, student, and candidate affiliates are invited to attend at the member rate (free).
Walter Haig's Personal Financial Health Checkup
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Online/Webcast
8.00 Credits
This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Walter J. Haig
Tax Implications of Cryptocurrency
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Online/Webcast
2.00 Credits
This course presents an overview of blockchain and the tax implication of cryptocurrency transactions. The IRS has provided some recent guidance, but potentially conflicting pronouncements by other regulatory agencies have created uncertainty on reporting issues. The practitioner will be helped to understand when a taxable transaction has occurred and what reports to file to satisfy IRS requirements. We will also identify tax traps for the unwary. This information is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise individuals or businesses that use or invest in cryptocurrency. All in-house and public practice professionals involved with tax compliance and planning will benefit from this timely and insightful seminar. 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
Money Laundering 101 for CPAs
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Online/Webcast
4.00 Credits
CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. 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
2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach
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Metairie
3.00 Credits
The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach
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Metairie
3.00 Credits
The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
Key Cybersecurity Controls for CPAs
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Online/Webcast
2.00 Credits
This course will provide overview of key cybersecurity security domains that CPA's should evaluate in an audit. It will provide an overview of each security domain, and an overview of how to evaluate and assess the sufficiency of the cybersecurity control. Examples of security domains that will be covered include: Change management Access management Data integrity 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,
New Orleans Chapter: Annual Meeting & Election of Officers
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New Orleans
0.00 Credits
The New Orleans Chapter is ready to celebrate the end of busy season together! Come on out to The Blue Crab Restaurant & Oyster Bar and enjoy a relaxing evening of food, drinks, and fun as we elect the 2024-25 New Orleans Chapter Officers. Ditch the ten-key, say goodbye to tax deadlines, and say hello to friends. You have worked hard this season, so take some time and enjoy a break from the forms and frenzy.Current LCPA members attend compliments of the New Orleans Chapter. Guests are $15pp. Advanced registration is appreciated for planning purposes. 2024-2025 Slate of Officers President Wyatt Higgins, CPA • Kushner LaGraize, LLC President-Elect Catherine Roe, CPA • Cowart Roe CPA LLC Secretary Valarie Wells, CPA • US Department of Agriculture Treasurer Cloreece Knight, CPA • Knight CPA Services, LLC Members at-Large Nicholas Gremillion, CPA • Primary Care Plus Jason Hijuelos, CPA • Onward Finance & Accounting Moe Iqbal, CPA • EAG Gulf Coast, LLC Darla Saux, CPA, CGMA Trish Thibodeau, CPA • LaPorte CPAs & Business Advisors Jim Schneider will serve as Immediate Past-President. Questions? Contact Jim Schneider.
2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach
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Covington
3.00 Credits
The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach
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Covington
3.00 Credits
The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
Lake Charles Chapter: Happy Hour & Election of Officers
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Lake Charles
0.00 Credits
It's time for a party on the patio at the classy and trendy Restaurant Calla. Join us for fun, creative cocktails, delectable small bites, and the excitement of electing our next chapter officers. Bring along an associate or friend for free, because good times are always better when shared.Come mingle, vote, and toast to a fantastic year ahead! Don't miss out on the chance to have your voice heard while enjoying some well-deserved relaxation! RSVP by May 20. Walk-ins are always welcome, but we appreciate the advanced notice for planning purposes. 2024-25 Slate of Officers President Jo Waite, CPA President-Elect Caitlin Guillory, CPAMcElroy, Quirk & Burch (APC), CPAs Secretary/Treasurer Brooke Ayo, CPALangley, Williams & Company, LLC, CPA Heather Gothreaux, CPA • Gates & Company, LLC, will serve as Immediate Past-President. Only Lake Charles Chapter members in good standing are eligible to vote.
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.
Webcast: 2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach
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Online/Webcast
3.00 Credits
The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
Webcast: 2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach
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Online/Webcast
3.00 Credits
The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.
Talk This Way - Communication Skills for the CPA
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Online/Webcast
2.00 Credits
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
Surgent's Securing a Comfortable Retirement in the Age of Spending
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Online/Webcast
8.00 Credits
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
2024 White-Collar Crime: What Every CPA Should Know
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Online/Webcast
2.00 Credits
According to the FBI, “white-collar crime is … synonymous with the full range of frauds committed by business and government professionals … characterized by deceit, concealment, or violation of trust …. The motivation behind these crimes is financial—to obtain or avoid losing money, property, or services or to secure a personal or business advantage.” CPAs can and should play a crucial role in preventing and detecting white-collar crime, as well as in prosecuting the perpetrators. This session will explore whether we are up to this challenge, heighten awareness regarding the CPA’s role as a front-line defender of the public interest, and assess whether we are deserving of the public trust we enjoy. Speaker - David Cotton