CPE Catalog+Events

Join us at our Not-for-Profit Workshop, where accounting excellence meets the power to spark change. With a diverse lineup of great speakers you’ll experience insightful sessions, and expert guidance tailored to the financial needs of non-profits. Discover how strategic accounting practices can light the way to empower transformative change. WORKSHOP AGENDA 7:55 – 8:00 am Welcome & Opening Remarks  8:00 – 8:50 am  Unmasking Deceit: Navigating the Labyrinth of Common Fraud Schemes Diane Allison, CPA, CGMA, CGFO • Legislative Auditor’s Office • Baton Rouge, LA  8:50 – 9:40 am  Form 990, Include from end user, Managing Contributions John “Jack” Wiles, CPA, MS • Laporte CPAs & Business Advisors • Metairie, LA  9:40 – 9:55 am Break  9:55 – 10:45 am Audit and Accounting Updates for Not-for-Profit Entities Dawn Laborie, CPA • Laporte CPAs & Business Advisors • Metairie, LA  10:45 – 11:55 am Driving Impact: AI and Technology for Non-Profit Success  Travis Buckingham, MBA • President - Data Analytics/AI Consulting firm • Houston, TX  11:55 am – 12:40 pm Lunch  12:40 – 1:30 pm  Be Inspired to Become a GREAT Board Member!  Devon Turner • Greater New Orleans Foundation • New Orleans, LA Have you ever considered giving back to your community through board service, but didn’t know where to start? The Greater New Orleans Foundation is excited to offer this workshop to train young professionals interested in nonprofit board service. In this session, you’ll learn: • the nonprofit sector’s purpose and structure;? • the role of governance in nonprofit organizations; • the Board of Director’s legal, fiduciary, and ethical duties and responsibilities;? • individual board members’ role and responsibilities; and • finding the right board position for YOU?– one that aligns your skills with the nonprofits that hold your hearts! Today’s nonprofits provide critical programs and services so our communities can thrive. Through board service, you can help them successfully deliver programs and services and their overall sustainability. Join this workshop to get informed and inspired!  1:30 - 2:40 pm  How to Prepare for a Single Audit and LLA Statewide Agreed Upon Procedures (AUP) Jennifer Fuselier, CPA • Eisner Amper • Metairie, LA Jeremy Thibodeaux, CPA, CFE • Ericksen Krentel, LLP • New Orleans, LA Whether you’re preparing for your first single audit or LLA Statewide AUP, or tenth, it is important to understand what your organization should be aware of and what your auditors will be testing. We’ll highlight the steps that organizations should take to prepare for a smooth single audit and LLA Statewide AUP process.  2:40 – 2:55 pm Break  2:55 – 3:55 pm  “A Whole New World”: Operating Successfully in Today’s Nonprofit Sector   Jill Roshto, MBA • Louisiana Alliance for Nonprofits • Baton Rouge, LA The old ways of operating traditional 501c3 organizations was already in the process of changing by the 2020 pandemic turned everything upside down. Hybrid work, absent volunteers, event fatigue and a changing and aging donor base are creating a different set of challenges for today’s nonprofit organizations. It is going to take creativity, “out of the box” thinking and flexibility to succeed in our new world.   

Join leaders and experts at our Financial Institutions Conference, where we ignite financial change through innovation and collaboration. You will learn strategies, industry trends, and technologies shaping the future of banking. Through dynamic discussions, strategic insights, and networking opportunities, discover how to drive financial innovation and navigate change. Enjoy LCPA's discounted rate at the Renaissance Hotel when you reserve your room by September 1st. CONFERENCE AGENDA 7:30 – 7:55 am Registration & Continental Breakfast  7:55 – 8:00 am  Welcome & Opening Remarks  8:00 – 9:30 am Gazing into the Crystal Ball: A Look at the Energy Economy and Our State  Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA Will the country make it through 2024 with just a "soft landing"? What are all these wild things going on in the energy sector? A National Climate Emergency? Starting in 2025 we go from 9 to 10 MSAs? What is the new one? What is going on in these economies?  9:30 – 9:50 am Break  9:50 – 10:50 am Accounting and Auditing Update Candy Wright, CPA, CFF • Eisner Amper • Baton Rouge, LA Celeste McDonald, CPA, CFSA • Eisner Amper • New Orleans, LA  10:50 – 11:50 am Legislative/Regulatory Update Joe Gendron • LBA • Baton Rouge, LA  11:50 am – 12:50 pm Lunch  12:50 – 1:50 pm Balance Sheet Management in 2024 and Beyond T. Jefferson “Jeff” Fair, CVA • American Planning Corporation • Shreveport, LA tightening liquidity, Fed rate cuts on hold and the potential for an inverted yield curve through the remainder of the year, what can banks do to manage liquidity, interest rate risk and regulatory expectations without jeopardizing future earnings?   1:50 – 2:50 pm Trends in Financial Institution Fraud E. Michael “Mike”Thomas,CPA, CIA, CBA, CFE, CRP, CFF, CRMA  • Internal Audit/Fraud Prevention Consultant – Retired Partner/Crowe LLP • Edisto Island, SC  2:50 – 3:20 pm Networking Break  3:20 – 4:30 pm The State of Payments Rebecca Kruse • Independent Community Bankers of America Payments • Washington, DC Join me for a primer on the current state of payments with a focus on the emerging products and technologies that are shaping the future of instant payments, credit and debit card offerings and risk/fraud mitigation. We’ll also explore how these developments are impacting the trends of legacy systems including wires, checks and ACH. 

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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.

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.

Join us at our Women’s Conference where we celebrate the power and potential of every woman. This special CPE event is designed to illuminate pathways to leadership, personal growth, and success. Through inspiring keynote speakers and networking opportunities, we encourage each participant to embrace their unique strengths and talents. Together, let’s ignite our inner light, inspire change, and shape a brighter future. Enjoy LCPA's discounted rate at the Renaissance when you reserve your room by September 5th. CONFERENCE AGENDA 7:30 – 7:55 am Registration and Continental Breakfast  7:55 – 8:00 am Welcome & Opening Remarks  8:00 – 9:00 am Breaking Barriers: Managing the Generational Divide for an Expanding Workforce Susan Fahey Desmond, JD • McGlinchey • New Orleans, LA Andrew Albritton, JD • McGlinchey • New Orleans, LA Courtney Joiner, JD • McGlinchey • New Orleans, LA A modern workplace can include individuals born in five different generations, each with unique and diverse life experiences. To create an inclusive work environment, employers and managers need to be conscious of those experiences, to ensure collaboration, respect, and empathy. Presented from both a social and legal perspective, McGlinchey’s age-diverse Labor and Employment team will discuss historical impacts, effective communication, difficult conversations, applicable law, and personal stories about how to manage the multigenerational workforce.  9:00 – 10:00 am  Delegate to Elevate: Mastering the Art of Work-Life Balance Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • Metairie, LA Learn how effective delegation and personal discipline can harmonize professional success with a fulfilling personal life, guided by Becky’s unique blend of expertise in public accounting and martial arts. Gain practical insights that will empower you to excel in your career while nurturing personal pursuits, making balance not just achievable but sustainable.  10:00 – 10:20 am  Break  10:20 – 11:30 am Panel: The Path to Here Megan Courtney, MBA, CPA • Hogan Taylor • Livingston, LA Karen Foust, CPA, CGMA, PhD • Tulane A.B. Freeman School of Business • New Orleans, LA Trish Thibodeau, CPA • LaPorte CPAs & Business Advisors • Metairie, LA Cloreece Knight, MBA, CPA • Knight CPA Services • New Orleans, LA Yasmine Johnson, CPA • Hudson Auto Group • Slidell, LA Join us for an inspiring panel featuring four diverse leaders as they share their unique journeys and career milestones. These accomplished professionals will discuss the challenges they've overcome and the strategies they've employed to succeed in the accounting field. Their stories promise to provide valuable insights and motivation for aspiring accountants and professionals alike.  11:30 am – 12:30 pm   Lunch  12:30 – 1:20 Prioritizing Women's Health is Self-Care Dr. Alisha Reed • Pharmacist and Wellness Advocate • New Orleans, LA This pharmacist-led presentation is designed to educate and empower women to take control of their health by integrating it into their self-care routines. This presentation will address common health issues, share practical strategies for achieving a healthy lifestyle, and provide actionable tips to help women lead more balanced and fulfilling lives.  1:20 – 2:10 Empower Your Presence: Transformative Personal Branding Tools to Achieve Your Growth Goals Mary Jane Walsh • Mary Jane Walsh THRIVE – Business and Life Coaching • New Orleans, LA • Learn how branding can accelerate career advancement, drive referrals and open the door for new opportunities. • Know what sets you apart and overcome visibility fears and challenges. • Learn tactical tools to communicate your value and deliver the most impact.?  2:10 – 2:30 Break  2:30 – 3:20 Time and Energy - Using Both Cognitive and Time Management to Prioritize Work Catherine Roe, CPA • Cowart Roe CPA LLC • Metairie, LA In this engaging one-hour training session, participants will learn how to harness their cognitive abilities to effectively plan schedules and prioritize tasks, both in their professional and personal lives. By understanding and optimizing their mental capacity, attendees will gain powerful tools to enhance productivity and maintain balance. Key Takeaways: • Cognitive Management: Discover strategies to leverage mental energy and focus for better decision-making and task prioritization. • Time Management Integration: Learn how to seamlessly incorporate cognitive strategies into traditional time management practices to create a comprehensive approach to productivity. • Practical Techniques: Gain actionable insights and methods to manage daily tasks, reduce overwhelm, and achieve goals more efficiently. • Work-Life Balance: Explore ways to apply these principles to both work and personal life, ensuring a balanced and fulfilling daily routine. Who Should Attend: This session is ideal for professionals, entrepreneurs, and anyone looking to improve their time management skills by first mastering their cognitive resources. Whether you're striving to boost productivity at work or seeking more balance in your personal life, this training offers valuable insights for all.   3:20 – 4:20 AI Personal Assistant: Using AI to Elevate Your Professional and Personal Lives Steven Kraemer • Louisiana Legislative Auditor’s Office • Baton Rouge, LA 

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.

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.

In June 2022 the AICPA Auditing Standards Board adopted three new standards. The first two are Statements on Quality Management Standards (SQMS) that supersede Statement on Quality Control Standards (SQCS) 8. The third is a SAS that amends AU-C 220, Quality Control for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards. This course will present the requirements of all three standards and provide commentary and guidance on establishing a risk-based system of quality management.

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.

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.

Delve into the complexities of estate and financial planning at our specialized conference. Participate in focused workshops, learn from industry leaders, and network with peers. Elevate your planning strategies and set everyone up for success!  WORKSHOP AGENDA 8:00 – 9:00 am Tales of Wall Street, Washington, and Warsaw: A Look at the Global Economy and Markets Stephen Morgan • Hancock Whitney Bank • New Orleans, LA With global tensions taut, a record-breaking year of elections is rewriting the geopolitical landscape. Meanwhile the U.S. is navigating elections ahead of a year with immense taxation policy decisions. What trends are we seeing in economies around the world and how are investors making sense of all of it? We’ll examine the narratives in the market and the data behind them. 9:00 – 10:00 am Sailing Towards the Sunset: Navigating the Narrowing Window for Federal Gift, Estate and GST Planning Vanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LA  This session will cover the current estate tax framework and what the framework will look like if the higher exemption is allowed to expire effective January 1, 2026. The presentation will include strategies to take advantage of the current historically high lifetime exemption including transferring interests in privately held businesses and the use of various trusts.  10:00- 10:20 Break  10:20 – 11:20 am Income Tax Update – With Congress Doing Nothing – What’s New? Brandon Lagarde, CPA, JD, LLM • Eisner Amper • Baton Rouge, LA 11:20 – 12:10  Lunch  12:10 – 12:55 Not Your Parents Long-CareGene Plauche, CLTC, LUTCF, and FSS • Concourse Financial • Baton Rouge, LA  12:55 – 1:55 SECURE Act 2.0  Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA  1:55 – 2:10 Break  2:10 – 3:00 Reviewing a Tax Return from a Financial Planning PerspectiveAnne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA 3:00 – 4:00 Only Human – Cyber Security  Vince Gremillion • Restech • Metairie, LA Cyber Security is a Human made problem. being defensible is the best option. Defensiblity is doing the well known practices that one would expect in todays world. We’ll review these issues and how to improve your defensibility factor. 

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The Accounting and Review Services Committee of the AICPA (ARSC) develops the SSARS. There are now three levels of engagements in the SSARS, Preparation, Compilation, and Review. The SSARS also now extend to engagements other than historical financial statements such as specified items, elements, and accounts, pro-forma financial information, and prospective financial information. If you perform any engagements under SSARS, this course is an absolute must. An in-depth discussion of all three levels of service will provide the necessary guidance to ensure that you are completing your engagements within standards.

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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.

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.

Get a healthy dose of financial expertise at our Medical & Healthcare Workshop. Address the biggest issues in healthcare finance and accounting at this special event! Immerse yourself in cutting-edge advancements, participate in hands-on workshops, and engage with a panel of experienced practitioners. Connect with peers, expand your knowledge, and be inspired. Secure your spot today! 8:00 – 8:50 am  Latest Trends and Challenges in Health InsuranceMichael Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LA  8:50 – 9:40 am  LHA Update Kevin Bridwell • Louisiana Hospital Association • Baton Rouge, LA  9:40 - 10:00 am Break 10:00 – 11:15 am   Data Analytics Vanessa Graham, CPA • Vgraham, LLC • Baton Rouge, LA  11:15 am – 12:05 pm LDH Hot TopicsMichael Harrington • Secretary – Louisiana Department of Health • Baton Rouge, LA 12:05 – 1:05 pm Lunch  1:05 – 1:55 pm   Panel: Hot Topics in Healthcare Management Kendall Johnson, CPA • General Health System / Baton Rouge General Medical Center • Baton Rouge, LA Shunn Phillips, CPA • The Baton Rouge Clinic • Baton Rouge, LA Andrew Lofaso, CPA • Legacy Hospice • Baton Rouge, LA  1:55 – 2:05 pm Break  2:05 – 3:30 pm Valuation of Data Assets Marc Katsanis, CPA, ABV, CFA • Chaffe & Associates, Inc. • New Orleans, LA 3:30 – 4:20  Cybersecurity in Healthcare Paul Douglas, CISA, CCSFP, CHQP, CDPSE • Eisner Amper • Baton Rouge, LA

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.

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.