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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.

Showing 93 In Person Results

Featured

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

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.

2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

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Baton Rouge

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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Baton Rouge

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.

Staff Training Level I

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Lafayette

16.00 Credits

This intensive course is designed to get new professionals up to speed quickly and make them more confident and productive, so if you plan to bring new staff on board this summer or if you recently hired new staff, make plans to send them to this course.MODULESRole of New StaffBy identifying the factors accounting for the growth of local and regional firms in the past decade, participants become aware of the changing nature of the profession. After recognizing that “taking the total service approach” is the key to growth, participants identify the ways in which new staff can contribute to the success of both themselves and their firm.Understanding Audit ObjectivesThrough guided discussion, participants identify the major steps in the audit process and the alternatives that are available throughout the process. Audit objectives are identified and discussed. The nature of and the circumstances under which tests of transactions and tests of balances are performed are discussed. Accounting Data AnalyticsIn this module, we introduce Accounting Data Analytics (ADA) and provide a framework that participants will apply to specific cases in later modules of this course, as well as in Levels II and III. In addition to the theory behind ADA, participants will get hands-on experience with applying ADA to realistic client scenarios. Working Paper Techniques / CashIn a session scheduled on the first day of the program, participants critique a set of working papers in an area that they are familiar with—cash. Participants first identify the most common deficiencies found in the working papers of new staff. Then through guided discussion and exposure to electronically generated working papers, participants learn the most practical means of overcoming these deficiencies. In the process participants become aware of the characteristics and benefits of using electronic working papers. Techniques developed in this session are reinforced throughout the course. Analytical ProceduresGuided discussion is used to introduce participants to the purposes served and the fundamental techniques employed in performing analytical procedures. Participants are assigned a case study in which they utilize these techniques to first identify and then follow up on accounts where special problems may exist. Compilation and Review ServicesParticipants identify and discuss the different levels of assurance and responsibility associated with compilations, reviews and audits. Minimum levels of knowledge required in performing compilations and reviews are identified. The kinds of procedures performed on compilations and reviews and the circumstances under which they are performed are identified and discussed.Participants are given an unadjusted trial balance taken from the books of a closely–held corporation along with selected information about certain accounts. Utilizing this information, small groups of participants identify accounts needing possible adjustments, discuss the various alternatives available under GAAP, and then prepare adjusting entries that will permit the preparation of financial statements in accordance with GAAP. Tax Recognition and Research TechniquesThe twofold objectives of this session are to improve each participant's skills at Identifying situations common to small and medium–sized clients that have tax implications Performing noncomplex tax research to resolve questions associated with each situation. Working with the same small company case used in the Compilation and Review Services module, participants first identify numerous situations with tax implications and then perform basic tax research in a tax reference manual, such as the Master Tax Guide, in order to either resolve each tax question or recommend more in–depth research. Auditing / Reviewing Selected AccountsIn several sessions devoted to various balance sheet accounts, emphasis is placed on: Identifying the audit and/or reviewing objectives applicable to a given account Designing and implementing those procedures that will, in the most efficient and effective manner, provide sufficient evidence to meet Small group case analysis is used to help participants improve the skills they need in effectively and efficiently auditing accounts receivable, accounts payable, and notes payable

2024 Summer Education Conference

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Gulf Shores

20.00 Credits

Join us in Gulf Shores this summer!The Alabama, Arkansas, Florida, Louisiana, Oklahoma, and (new this year) Kentucky CPA societies are hosting a fun-filled week of learning and lounging in Gulf Shores, AL. The agenda includes 4 hours of CPE each morning, leaving plenty of time to explore the park, kayak the gulf, or simply chill on the beach.  CONFERENCE AGENDA SUNDAY, JULY 21 4:00 pm Check-in at The Lodge 5:00 - 6:00 pm  Build Your Asset Location Strategy: CES Life Income Plan Optional Bonus SessionNeil Eggers CFP, CPA • Equitable Advisors • Birmingham, ALJoin Neil and his team, as they unveil revolutionary retirement planning strategies and keys to maximizing retirement income while minimizing taxation. [Qualifies for 1 CPE credit and 1 CLE credit] 6:00 - 7:30 pm  Welcome Reception & Seaside Smorgasbord (Guest fees apply) MONDAY, JULY 22 8:00 - 11:40 amTax UpdateLisa McKinney, CPA • University of Alabama, Culverhouse School of Accountancy • Tuscaloosa, ALThis workshop will cover recent legislative, administrative, and judicial developments that affect tax compliance and consulting. CPAs from all levels can benefit from the workshop.TUESDAY, JULY 23 8:00 - 11:40 amAccounting and Auditing Update  Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThis course will cover recently issued standards that relate to United States GAAP and performance of auditing through preparation engagements. You will learn how to account for cryptocurrency and hear about the top peer review issues. Join us to get the most up to date information from the AA world.WEDNESDAY, JULY 24 8:00 - 9:40 amTurbocharge Your Life with Emotional Intelligence (EQ)!Jaclyn T. Badeau, EQ Certified, MBA, CPA, CGMA • Badeau Consulting • Lexington, KYResearch shows people with high usage of EQ skills are happier, more resilient when facing obstacles, better leaders, and stronger performers. Furthermore, EQ is the largest predictor of job success no matter your field! Discover more about EQ, practice tips to increase your usage of some EQ skills to improve your happiness, resiliency, leadership skills, and overall performance in your personal and professional life, and apply what is learned to build a personal leadership action plan.9:40 - 10:00 am Break10:00 - 11:40Professional Issues Update Jan Lewis, CPA • BMSS, LLC – AICPA Board of Directors • Jackson, MSI will present an update on issues affecting the profession, advocacy efforts, and current topics impacting AICPA members.  I will share how the AICPA is seeking to serve its members, and I welcome comments and questions that I can take back to the Board of Directors, our Legislative Affairs Group, and AICPA Staff.  I will cover tax advocacy work, financial reporting topics, international issues, the National Pipeline Advisory Group, and resources available to AICPA members.THURSDAY, JULY 25 8:00 - 11:40 amTop 5 Frauds CPAs May MissKevin Cross, CPA, MST • Author, Counselor, and Convicted Fraudster • Roswell, GAWhat if fraud were staring you in the eyes not flinching? What would you do? Would you notice? Would you try to avoid this because you don’t have time? How far are you willing to push your intuition? Are you willing to lose your job over this crusade? Can you build a team of like-minded people to go with you on this journey that may be a battle? How do you look at people the same way if everyone is a suspect? How can you do your job, stay in your lane, and still be that CPA that prevents (deters) fraud and perhaps detects fraud before things become catastrophic. This session will discuss the top 5 fraud schemes CPAs most often miss, plus:• What value is placed on whistleblowers?• Determining intent and propensity based on personality.• Which Myers-Briggs personality matrix is most prone to cheating?• Recognizing red flags related to fraud.• Trusting your gut.• Identifying unusual transactions (stale, old, small, forgotten accounts)• Learn the 7 top clues to deter and detect fraud.FRIDAY, JULY 26 8:00 - 11:40amNatural Language Processing (NLP) and Prompt Engineering: Overview and ApplicationMarc Hamilton, CPA • CFO/Treasurer - CDG, Inc. • Andalusia, ALDelve into the cutting-edge realms of 'Natural Language Processing (NLP) and Prompt Engineering: Overview and Application' in our specialized presentation for CPAs. This session offers an in-depth look at how NLP is transforming the accounting field, enhancing data interpretation and communication efficiency. Discover the art of prompt engineering and its pivotal role in maximizing the potential of AI tools in your practice. Join us to explore how these innovative technologies are not just shaping the future but are essential tools for modern accountants to stay ahead in a rapidly evolving digital landscape. LODGINGUnfortunately, our room block at The Lodge is sold out, but we have secured additional rooms nearby: Hilton Garden Inn Orange Beach Beachfront23092 Perdido Beach BlvdOrange Beach, AL 36561Rate: $319/nightCut-Off Date: June 20, 2024Group Code: SOLCPAPhone: 251.974.1600MAKE A RESERVATION Eagle Cottages at Gulf State Park (Max occupancy 6)Cost: $595.00 per night, plus tax1,600 square foot house on Lake Shelby, with three queen bedrooms, three full bathrooms, a large living room, kitchen, and dining area. The cottages also have two back porches overlooking Lake Shelby, as well as a side deck with outdoor dining table. Outside, each cottage have a BBQ grill, picnic table, and firepit with Adirondack seating perfect for evening campfires. Guests of Eagle Cottages receive made-to-order breakfast each morning at Woodside Restaurant for up to six people, daily housekeeping refresh, bicycles to enjoy their time in the park, firewood and kindling, complimentary parking at the Beach Pavilion so they can enjoy the Gulf of Mexico, as well as complimentary access to the Campground where they can enjoy the large swimming pool with splash pad, utilize the tennis, pickleball, & basketball courts, and visit our nature center (a living museum housing a variety of our local wildlife).Lakeside Cabins (Max occupancy 6: 4 adults, 2 children)Cost: $420.00 per night, plus a one-time cleaning fee of $180.00, plus tax860 square foot cabin on Lake Shelby, with one-king bedroom, one-queen bedroom, a bunk nook, two bathrooms with walk-in shower, a living area, and a kitchenette with counter seating.  The cabins also have a front porch and laundry room.  Outside, each cabin has a BBQ grill, firepit, and picnic table.   Guests of Lakeside Cabins will receive complimentary parking at the Beach Pavilion so they can enjoy the Gulf of Mexico, as well as complimentary access to the Campground where they can enjoy the large swimming pool with splash pad, utilize the tennis, pickleball, & basketball courts, and visit our nature center (a living museum housing a variety of our local wildlife).Pet Fee: Eagle Cottages and Lakeside Cabins will allow guests to bring their four-legged family member with them.  There is a one-time pet fee of $175.00, plus tax, that will be added to the invoice.  RESERVE A COTTAGE OR CABINPromo Code: LCPARates are good July 17 - August 1, 2024. MORE INFORMATION To be notified if additional rooms become available at The Lodge, email info@lcpa.org. REGISTRATION INFORMATIONMembers: $650Non-Members: $750CPE: Up to 21 hours (including 8 hours of A&A) if you attend all sessions.Prices are good through July 5. Non-CPA staff of members may attend at the member rate. Additional fees may apply to optional extracurricular activities. SPONSOR THIS EVENTFrom pre-event promotion to the in-person conference, our sponsor packages can put your brand in front of 25,000+ CPAs across the southeast. Check out the packages and pricing below and email alupo@lcpa.org for more information.

2024 Governmental Accounting and Auditing Update

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Alexandria

8.00 Credits

The Governmental Accounting and Auditing Update is designed to provide its participants with a comprehensive, in-depth review of what's happening at the GASB, AICPA, GAO and OMB, including GASB Statements and Interpretations, Statements on Auditing Standards, Auditing Interpretations, Audit Guides, Statements of Position, Ethics Interpretations, exposure drafts and projects in progress, with emphasis on the practical application and impact on practitioners in small to medium sized firms and members in government.

Government Auditing Standards: The 2024 Yellow Book From Beginning To End

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Alexandria

8.00 Credits

In February 2024, the U.S. Government Accountability Office has issued a revised Government Auditing Standards, otherwise known as "the Yellow Book." The GAO standards apply in addition to those of the AICPA when required by law, regulation or contract to those who perform audits of governments, nonprofits or other organizations. [This course does not address performance audit standards.]

Haig's Preparation, Compilation & Review Standards Update

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Metairie

8.00 Credits

Haig's Financial Reporting Frameworks Used By SMEs Update

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Metairie

8.00 Credits

Haig's AICPA Auditing Standards Update

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Metairie

8.00 Credits

2024 State & Local Workshop

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Baton Rouge

8.00 Credits

This conference will get you up to speed on relevant changes to come out of the most recent legislative session, and any other relevant changes impacting state and local taxes. Along with our friends at the LDR, the lineup is stacked with key players in tax policies and enforcement. Join us in person and meet the new Secretary of Revenue Richard Nelson and other essential LDR reps who can answer questions and help resolve outstanding issues. WORKSHOP AGENDA 7:30 – 7:55 am  Registration & Continental Breakfast7:55 – 8:00 am  Welcome & Opening Remarks8:00 – 8:50 amLegislative UpdateRobert S. Angelico, CPA, JD • Liskow • New Orleans, LA8:50 – 10:00 amITEP, Property Taxes, and Ad Valorem TaxesTab Troxler, CLA • St. Charles Parish Tax Assessor • Hahnville, LACade Cole, JD • Louisiana Board of Tax Appeals • Baton Rouge, LAPhyllis Sims, CPA, JD • Kean Miller LLP • Baton Rouge, LA10:00 – 10:20 am Break10:20 – 11:20 amState and Local Tax Litigation UpdateAndre’ Burvant, CPA, JD • Jones Walker • New Orleans, LAAntonio Ferachi, JD • Director, Litigation Division, Louisiana Department of Revenue • Baton Rouge, LA11:20 am – 12:10 pmLDR State of the DepartmentRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA12:10- 1:10 pm  Lunch (included)1:10 – 2:00 pmLDR Hot TopicsLuke Morris, JD • Assistant Secretary, Legal Affairs - Louisiana Department of Revenue • Baton Rouge, LACatherine Logan, • Legislative Liaison and Senior Counsel - Louisiana Department of Revenue • Baton Rouge, LA 2:00 – 3:00 pmLouisiana Credits and Incentives Kim Wallett • Advantous Consulting, LLC • Baton Rouge, LAAnne Villa, CPA, CEcD, CGFM • Deputy Secretary/Undersecretary, LED • Baton Rouge, LA 3:00 – 3:20 pm Break3:20 – 4:20 pmLocal Sales Tax Hot TopicsMatt Zagotti, CMI • Ryan, LLC • Baton Rouge, LADarlene Allen, MBA, CPA • Louisiana Association of Tax Administrators • Gonzales, LA CLE: 6.67 CLE credits, Tax SpecializationHOTEL INFORMATIONSALT attendees get exclusive rates on rooms for this event:Renaissance Hotel7000 Bluebonnet Blvd.Baton Rouge, LA 70810866.469.5448Rate: $149/night  Room block ends July 18.

2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

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Baton Rouge

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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Baton Rouge

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 Business & Industry- A Case Study Approach

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New Orleans

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 Business & Industry Conference - Both Days

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New Orleans

16.00 Credits

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. 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 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 Pionte • Metairie, LA Rocky Daigle, JD, AIF • Beacon Pionte • 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?

2024 Business & Industry Conference - 1st Day Only

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New Orleans

8.00 Credits

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. 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 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 

2024 Business & Industry Conference - 2nd Day Only

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New Orleans

8.00 Credits

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! 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 Pionte • Metairie, LA Rocky Daigle, JD, AIF • Beacon Pionte • 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?

CPE at SEA

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Galveston

20.00 Credits

Now boarding! LCPA is proud to offer a learning experience unlike any other with CPE at Sea! Join members from Texas, Mississippi, Alabama, and other surrounding states for a 7-day cruise aboard the Carnival Jubilee departing from Galveston. While at sea, popular presenter Marc Hamilton will lead 20 hours of CPE focused on evolving technologies like AI, Blockchain, Smart Contracts, Cryptocurrency, and much more. Many times, the difficult part of learning technology evolution is connecting the practical application and seeing concepts become tools. On this learning voyage, Marc will show you first-hand the practical applications for these cutting-edge tools. Sessions include:Cruise Industry Financial Strategy Post-COVID and Ship Tour Discussion (1.0 A&A, 3.0 Economics) Introduction  Historical Financial Statement & Capital Structure Review Carnival Fleet and Key Strategic Operational Changes 4 Accounting & Economics Current Industry Perspective Economics of a Cruise Ship = Ship Tour The Evolving CPA Toolkit - Big Data, Analytics, and the Explosion of AI (4.0 IT) What is Big Data? Practical Overview of Data Analytics Tools Convergence of Technology and Implications to CPA's 4 Information Technology What is AI? "Who moved my Cheese" - Profession Changes to Embrace Natural Language Processing (NLP) and Prompt Engineering: Overview and Application (4.0 IT) What is NLP and What makes it Tick? Review of Current Application of NLP ChatGPT Overview and Practical Introduction 4 Information Technology Prompt Engineering: The Key to Success Using NLP for Code and Process Development Using AI Visualization  Brainstorming Exercise: "Building a Better Mouse Trap" Case Study (4.0 IT) Introduction and Fact Pattern Data Analytics Development Gathering and Cleaning Keeping it Simple 4 Information Technology Script Development  Data Transformation Visualization Current Technology A&A Topics of Importance (1.0 A&A, 1.0 Ethics) A Futuristic Perspective of our Accounting Profession (1.0 IT) Technology Change will only get faster!  Evolving Demands on Services Offerings Transformation of Trust  CPA meets Data Scientist meets Strategist Learnings: Reflection and Re-discussion (1.0 Personal Development) Sharpen the Saw:   Around the Table Discussion - Reflection on Learnings How can what I have learned help me tomorrow?  Lifetime Learning: Make a Commitment Conclusion CPE at Sea Certificate Awards NOTE: All courses will be held on "sea days."Step 1: Register below. Please note: The registration fee includes the price of CPE. Price does not include cabin fair (prices vary) or cost of travel to or from the port.Step 2: Contact Marc to book your perfect cabin. Before booking, Marc must enroll you in the group reservation. He can then assist you as needed with your booking and answer any questions that you may have. Questions? Email Marc Hamilton at cpe@learnvoyage.com.