CPE Catalog+Events - Society of Louisiana Certified Public Accountants

CANCELLED: Single Audit from Beginning to End

September 25, 2023 8:30am - 4:30pm

Baton Rouge

8.00 Credits

***THIS COURSE IS BEING RESCHEDULED.***Registration is temporarily suspended while we confirm a new date. To be notified when a new date is selected, please send a quick request to info@lcpa.org. SAVE 50% ON THIS COURSESign up to be a course coordinator and save 50% on your registration fee. Course coordinators serve as the on-site LCPA representative, handling registration, distributing materials, and collecting attendance verification cards. For more information or to sign up, email Diedra Allen or call her directly at 504.904.1131. COURSE DESCRIPTIONThis course covers the uniform administrative requirements, cost principles and audit requirements for federal awards for December 31, 2015 and later year ends.

CANCELLED: The Fraud Course

September 26, 2023 8:30am - 4:30pm

Baton Rouge

8.00 Credits

***THIS COURSE IS BEING RESCHEDULED.***Registration is temporarily suspended while we confirm a new date. To be notified when a new date is selected, please send a quick request to info@lcpa.org. SAVE 50% ON THIS COURSESign up to be a course coordinator and save 50% on your registration fee. Course coordinators serve as the on-site LCPA representative, handling registration, distributing materials, and collecting attendance verification cards. For more information or to sign up, email Diedra Allen or call her directly at 504.904.1131. COURSE DESCRIPTIONThe Fraud Course is designed to provide its participants with an understanding about the types of fraud that may occur that may result in material misstatement in the financial statements under audit. The course takes an internal control-based approach to identifying fraud risks and risk factors and responding to those risks or the presence of risk factors with extended procedures that are specifically designed to assist auditors in determining whether fraud is occurring, and if so, whether it results in material misstatement to the financial statements.

CANCELLED: Making Risk Assessment Work Connecting Risk With Procedures

September 27, 2023 8:30am - 4:30pm

Metairie

8.00 Credits

***THIS COURSE IS BEING RESCHEDULED.***Registration is temporarily suspended while we confirm a new date. To be notified when a new date is selected, please send a quick request to info@lcpa.org. COURSE DESCRIPTIONAU-C 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, has been revised and the effective date is periods ending on or after December 15, 2023. After 15 years of risk assessment requirements, many auditors still struggle with applying the standards and connecting their judgments about risks with the extent of the auditing procedures necessary.

Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC

September 28, 2023 8:30am - 4:30pm

Metairie

8.00 Credits

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.

2023 Medical & Healthcare Workshop (In-Person)

October 20, 2023 8:00am - 4:20pm

Baton Rouge

8.00 Credits

Get a check-up on the biggest issues in healthcare finance and accounting at this special event! This conference features industry and policy leaders from around the state and includes an update from BCBSLA Chief Economist Mike Bertaut, AI and technology, trends in services, and more. Join us in person and network with other healthcare finance and accounting professionals and practitioners with healthcare clients. Or sign up for the webcast and get the information from your home or office. Register today! SESSIONS & SPEAKERS 7:30-8:00 am Registration & Continental Breakfast 7:55amWelcome/Opening RemarksJose Aponte, CPA • Audit Partner, Carr Riggs & Ingram • Metairie, LA, and Chair, LCPA's Medical & Healthcare Issues Committee 8:00 – 8:50 am Louisiana Hospital Association UpdateKevin Bridwell • VP, Healthcare Reimbursement, Louisiana Hospital Association • Baton Rouge, LA 8:50 – 10:05 am Healthcare Update: Including Medicaid Redetermination, GLP-1 Weight Loss Drugs, and MoreMichael Bertaut, MBA, CHC, PAHM • Chief Healthcare Economist/Exchange Coordinator, BCBSLA • Baton Rouge, LA 10:05 – 10:25 am Break 10:25 – 11:40 am Panel: Hot Topics in Healthcare ManagementKendall Johnson, CPA • EVP/CFO, General Health System • Baton Rouge, LAShunn Phillips, CPA • CFO & Compliance Officer, The Baton Rouge Clinic • Baton Rouge, LAAngelique Richardson, CPA, NP, CGMA • CEO, Anvoi Health • Metairie, LA 11:40 am – 12:40 pm Lunch 12:40 – 1:30 pm Medical Marijuana UpdateJohn Davis, JD • President, Good Day Farm Louisiana • Baton Rouge, LA 1:30 – 2:20 pm Payor TacticsJohn Montaine, MBA, FHFMA • CEO, Creative Managed Care Solutions • San Antonio, TX 2:20 – 2:40 pm Break 2:40 – 3:30 pm Transforming Clinical Leaders into Financial PartnersAndrew Lofaso, CPA • Vice President of Finance and Controller, Legacy Hospice • Baton Rouge, LA 3:30 – 4:20 AI in HealthcareBennett Cheramie, MSN, RN, CHCIO • VP, Information Technology, General Health System • Baton Rouge, LA WHO SHOULD ATTEND?This conference is designed for corporate finance and accounting professionals working for healthcare entities and public accountants and consultants with healthcare clients, and it's a great way to network with other professionals in the field. Testimonials from 2022 attendees: WONDERFUL conference. I enjoy it more each year. The quality of the speakers was outstanding. Very useful topics. It was time well spent. Format: This is the IN PERSON option for this conference. Attending in person enriches the learning experience and allows you to network with other CPAs around the state and expand your network and professional resources. If you are unable to attend in person, we are also broadcasting the sessions online. You can register for that option here. (Note that cancellation fees for switching from in-person to online within 10 days of the event will apply.) Need a room? Enjoy LCPA's discounted rate of $134/night when you reserve your room by Wednesday, October 12. RESERVE ONLINE

Current Developments and Best Practices for Today's CFOs and Controllers

October 24, 2023 8:30am - 4:30pm

Baton Rouge

8.00 Credits

SAVE 50% ON THIS COURSESign up to be a course coordinator and save 50% on your registration fee. Course coordinators serve as the on-site LCPA representative, handling registration, distributing materials, and collecting attendance verification cards. For more information or to sign up, email Diedra Allen or call her directly at 504.904.1131. COURSE DESCRIPTIONThe 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.

Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC

October 24, 2023 8:30am - 4:30pm

Bossier City

8.00 Credits

SAVE 50% ON THIS COURSESign up to be a course coordinator and save 50% on your registration fee. Course coordinators serve as the on-site LCPA representative, handling registration, distributing materials, and collecting attendance verification cards. For more information or to sign up, email Diedra Allen or call her directly at 504.904.1131. COURSE DESCRIPTION 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.

Lunch & Learn In-Person:In the Weeds: Implication of Cannabis & Other Off- Duty Conduct In the Workplace

October 24, 2023 11:30am - 1:10pm

Metairie

2.00 Credits

NOTE: This product is for the in-person Lunch & Learn at the LCPA Member Center. A boxed-lunch is included. The ever-evolving rules on marijuana may have employers dazed and confused about what to do regarding marijuana at work. But reefer madness is not the only issue employers face. Other off-duty conduct, including smoking, politics, and romantic relationships can certainly cause headaches. Kayla Jacob, JD • Associate and Rachael Jeanfreau, JD, will explore issues regarding off-duty employee conduct and how employers can avoid legal pitfalls when addressing these issues. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. This event also qualifies for 1.67 CLE credits. 2023 Lunch & Learn Small Business Series includes: May 16Finding Call in Chaos: Managing Change in a High Speed WorldLaila Morcos Zissis, PCC, NBC-HWC, CMC • Chief Executive Officer June 20 Unclaimed Property Reporting Basics and Recovery – Everything You Need to KnowKathleen Lobell • Director of the Unclaimed Property DivisionLouisiana Department of the Treasury • Baton Rouge, LA July 25Secure Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management Services • Alexandria, LA August 15 Creating a Culture of Cyber SecurityCasey Brandt, CISR • Property and Casualty ConsultantGilsbar PRO • Covington, LA September 19 Technology Trends Update John H. Higgins, CPA.CITP • Strategic Technology AdvisorHiggins Advisory, LLC October 24 In the Weeds: Implication of Cannabis and Other Off-Duty Conduct In the WorkplaceKayla Jacob, JD, Associate, and Rachael Jeanfreau, JD, PartnerBreazeale, Sache & Wilson, LLP • New Orleans, LA November 14 Individual, Trust and Estate Federal Tax Update Ben Weinstein, CPA • Tax Sr. Manager • Deloitte Tax LLP • Houston, TX December 19 From Spreadsheets to Dashboards: Power BI for CPAs Josh Faubert CPA.CITP • Manager Ericksen Krentel • New Orleans, LA

CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting

October 25, 2023 8:30am - 4:30pm

Metairie

8.00 Credits

Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic planning aren't talking with the people who are doing the budgeting or forecasting. Also, there is a lack of uniform accountability throughout the organization.The pandemic has shown us that our planning process must be far nimbler and allow our organization to shift rapidly. This course is designed to completely integrate the planning process and show how it can move from long-range thinking, through medium-term planning, through the annual budget, and to the monthly cash-flow forecast. This course will teach the participant how to avoid many political pitfalls that end up causing a lack of accountability and often cause the planning process to be demotivating to the staff. This isn't just a strategic planning course or a budgeting course. It is a course that looks at the entire planning process from beginning to end and shows how much smoother it can be when it is an integrated process. While it is a technical course discussing many of the technical tricks and tips for producing a good plan, it is also a management course in that it will discuss the political aspects of planning.

The Fraud Course

October 25, 2023 8:30am - 4:30pm

Alexandria

8.00 Credits

SAVE 50% ON THIS COURSESign up to be a course coordinator and save 50% on your registration fee. Course coordinators serve as the on-site LCPA representative, handling registration, distributing materials, and collecting attendance verification cards. For more information or to sign up, email Diedra Allen or call her directly at 504.904.1131. COURSE DESCRIPTION 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.

Texas & Louisiana Sales and Use Tax

October 26, 2023 8:30am - 4:00pm

Metairie

8.00 Credits

After completing this 8-hour course, you’ll gain a working knowledge of the important provisions of both Louisiana’s & Texas’ sales and use tax rules. Expert instructors from each state will share their knowledge and experience about the application of the tax rules to businesses and the transactions they conduct in their states. Both instructors will cover recent sales tax law changes enacted by the Texas and Louisiana 2023 legislatures. Learning Objectives • Determine whether transactions are subject to sales tax, subject to use tax, exempt, or nontaxable• Identify key sales and use tax terms and the corresponding definitions• Ascertain whether a taxpayer location requires a sales tax permit• Identify the types of governmental entities that impose sales and use taxes• Determine the amount of sales tax that applies to a transaction• Differentiate between taxable and nontaxable services• Identify common issues that arise during sales and use tax audits• Identify the date that remote sellers must obtain permits and collect sales and use tax Course materials provided as a PDF download for all attendees

2023 Forensic, Litigation & Valuation Services Conference: 1st Day Only (In-Person)

October 26, 2023 8:30am - 4:50pm

Baton Rouge

8.00 Credits

Whether valuations and litigation support are your bread and butter or something you do every once in a while, this conference offers something for everyone. Louisiana is home to some of the nation’s best practitioners in this area, many of whom serve on the conference planning committee. The result is world-class content delivered by some of the best in the business. If you practice in this field or are interested in expanding your services, you want to be at this event. CONFERENCE AGENDA DAY ONE: Thursday, October 26 8:00 am Registration OpensBreakfast sandwiches, muffins, bagels, and fresh fruit will be provided, along with coffee, tea, and soft drinks. 8:30 – 9:30 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LAHe'll cover the biggest news and changes from the past year before we take a deeper dive into more specific topics throughout the conference. 9:30 – 10:30 amHot Topics in Forensic AccountingTroy Rush,CPA, CVA, CFE • EisnerAmper • Metairie, LACharles Naquin, CPA, CFE • EisnerAmper • Baton Rouge, LAThis session will discuss a wide range of topics related to forensic accounting including, expert qualifications, working with a forensic accountant, common issues encountered by a forensic expert and a review of the various standards applicable to various forensic accounting engagements. The session will also cover current trends and tools used in forensic accounting engagements. 10:30 – 10:50 am Break 10:50 – 11:50 amHot Topics in Personal Injury, Wrongful Death, and Employment DiscriminationElizabeth Martina, MHS, LRC, CRC, CLCP • Elizabeth B. Martina & Associates • Metairie, LAAli Cardenal • EisnerAmper • Hattiesburg, MSRob King, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MS 11:50 am – 12:50 pm Lunch (included) 12:50 – 1:40 pmCost of CapitalAJ Lowring, CVA • EisnerAmper • Shreveport, LARansom LeMay ASA, CVA • EisnerAmperAJ and Ransom will provide an overview of the elements, along with a discussion on various methodologies for calculating. They will also discuss some of the most popular resources for gathering market-based data. 1:40 – 2:35 pmEverything You Always Wanted to Know About the Market Approach But Were Afraid to AskJason MacMorran, CPA/ABV/CFF, CVA, MS, • EisnerAmper • Baton Rouge, LA 2:35 – 2:55 pm Break 2:55 – 3:55 pmCalculating Damages in Investment Loss CasesLara K. Richards, JD • Special Counsel - Fishman Haygood, LLP • New Orleans, LAHogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LALance McCardle, JD • Associate - Fishman Haygood, LLP • New Orleans, LAThis session will examine different theories of remedies ranging from net-out-of-pocket to rescission, and also examine calculating damages under alternative theories of liability, e.g., vicarious, derivative, joint and several. Also included discussion of the Stanford Ponzi scheme case against investment banks, which just settled for $1.6 billion. 3:55 – 4:50 pmStump the ChumpsTyler Nichols, CPA, CGMA, MBA, CFF • Carr, Riggs & Ingram, LLC • Metairie, LAJason MacMorran, CPA/ABV/CFF, CVA, MS, • EisnerAmper • Baton Rouge, LAMichele Avery, CPA/ABV, MBA, CVA, MAFF • LaPorte CPAs & Business Advisors • Metairie, LAThis session is a perennial favorite! This is your chance to ask questions and learn how some of the best practitioners in the field approach different scenarios. 3:55 – 4:50 pmNETWORKING RECEPTIONHosted by our good friends at Fishman Haygood. NOTE: This event is also likely to qualify for CLE credits and fulfill education requirements for related credentials like CFF, CFE, and ABV. FORMAT: This is the IN PERSON option for this conference. Attending in person enriches the learning experience and allows you to network with other CPAs around the state and expand your network and professional resources. If you are unable to attend in person, we are also broadcasting the sessions online. You can register for that option here. (Note that cancellation fees for switching from in-person to online within 10 days of the event will apply.) NEED A ROOM? Enjoy LCPA's discounted rate of $134 when you reserve your room by Wednesday, October 19. RESERVE ONLINE TESTIMONIAL: "Top to bottom, one of the best conferences I've been to. Timely topics. Excellent speakers." -- 2022 FLVS attendee

2023 Forensic, Litigation & Valuation Services Conference: Both Days (In- Person)

October 26, 2023 8:30am - October 27, 2023 4:20pm

Baton Rouge

16.00 Credits

Whether valuations and litigation support are your bread and butter or something you do every once in a while, this conference offers something for everyone. Louisiana is home to some of the nation’s best practitioners in this area, many of whom serve on the conference planning committee. The result is world-class content delivered by some of the best in the business. If you practice in this field or are interested in expanding your services, you want to be at this event. CONFERENCE AGENDA DAY ONE: Thursday, October 26 8:00 am Registration OpensBreakfast sandwiches, muffins, bagels, and fresh fruit will be provided, along with coffee, tea, and soft drinks. 8:30 – 9:30 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LAHe'll cover the biggest news and changes from the past year before we take a deeper dive into more specific topics throughout the conference. 9:30 – 10:30 amHot Topics in Forensic AccountingTroy Rush,CPA, CVA, CFE • EisnerAmper • Metairie, LACharles Naquin, CPA, CFE • EisnerAmper • Baton Rouge, LAThis session will discuss a wide range of topics related to forensic accounting including, expert qualifications, working with a forensic accountant, common issues encountered by a forensic expert and a review of the various standards applicable to various forensic accounting engagements. The session will also cover current trends and tools used in forensic accounting engagements. 10:30 – 10:50 am Break 10:50 – 11:50 amHot Topics in Personal Injury, Wrongful Death, and Employment DiscriminationElizabeth Martina, MHS, LRC, CRC, CLCP • Elizabeth B. Martina & Associates • Metairie, LAAli Cardenal • EisnerAmper • Hattiesburg, MSRob King, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MS 11:50 am – 12:50 pm Lunch (included) 12:50 – 1:40 pmCost of CapitalAJ Lowring, CVA • EisnerAmper • Shreveport, LARansom LeMay ASA, CVA • EisnerAmperAJ and Ransom will provide an overview of the elements, along with a discussion on various methodologies for calculating. They will also discuss some of the most popular resources for gathering market-based data. 1:40 – 2:35 pmEverything You Always Wanted to Know About the Market Approach But Were Afraid to AskJason MacMorran, CPA/ABV/CFF, CVA, MS, • EisnerAmper • Baton Rouge, LA 2:35 – 2:55 pm Break 2:55 – 3:55 pmCalculating Damages in Investment Loss CasesLara K. Richards, JD • Special Counsel - Fishman Haygood, LLP • New Orleans, LAHogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LALance McCardle, JD • Associate - Fishman Haygood, LLP • New Orleans, LAThis session will examine different theories of remedies ranging from net-out-of-pocket to rescission, and also examine calculating damages under alternative theories of liability, e.g., vicarious, derivative, joint and several. Also included discussion of the Stanford Ponzi scheme case against investment banks, which just settled for $1.6 billion. 3:55 – 4:50 pmStump the ChumpsTyler Nichols, CPA, CGMA, MBA, CFF • Carr, Riggs & Ingram, LLC • Metairie, LAJason MacMorran, CPA/ABV/CFF, CVA, MS, • EisnerAmper • Baton Rouge, LAMichele Avery, CPA/ABV, MBA, CVA, MAFF • LaPorte CPAs & Business Advisors • Metairie, LAThis session is a perennial favorite! This is your chance to ask questions and learn how some of the best practitioners in the field approach different scenarios. 3:55 – 4:50 pmNETWORKING RECEPTIONHosted by our good friends at Fishman Haygood. DAY TWO: Friday, October 277:30 – 8:00 am Networking & Continental BreakfastBreakfast sandwiches, muffins, bagels, and fresh fruit will be provided, along with coffee, tea, and soft drinks. 8:00 – 8:50 amBankruptcy and the Role of the Financial AdvisorKenneth DeGraw, CPA, CFP, CFE • Withum Smith & Brown • Whippany, NJThis session will provide a broad overview of the Bankruptcy process and alternatives. The most common services provided by financial advisors in bankruptcy matters to the various constituents. Finally will address retention and compensation considerations.8:50 – 9:40 amCall of Duty: Video Game Industry Valuation TrendsMustafa Kamal • Sr Manager of Corporate and Business Development - Prytania Media • New York, NY9:40 – 10:00 am Break10:00 – 10:50 amStock Options and Tax Exemptions: Business Valuation in the Context of Section 409a and 1202Charles Renwick, CPA, CFA • CMR Associates • Covington, LA10:50 – 11:40 amHow to Stay Out of the Pits: Business Valuation Standards and ResourcesRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA11:40 am – 12:40 pm Lunch (included)12:40 – 1:30 pmView From the BenchJudge David Joseph • US District Judge – Western District of Louisiana • Lafayette, LAThis popular session features a local judge who will provide practical advice on effective courtroom conduct, communication, and procedures. YOU WILL LEARN A LOT.1:30 – 2:20 pmCybersecurity: The Latest Schemes and Prevention TipsTheresa Jones, CSA, CMMC-RP • Evalv IQ LLC • New Orleans, LA2:20 – 2:40 pm Break2:40 – 3:30 pmUtilizing the Fraud TriangleCary McCormick, CPA • FBI • New Orleans, LA3:30 – 4:20 pmLost Profits and Other Damages in LitigationRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA NOTE: This event is also likely to qualify for CLE credits and fulfill education requirements for related credentials like CFF, CFE, and ABV. FORMAT: This is the IN PERSON option for this conference. Attending in person enriches the learning experience and allows you to network with other CPAs around the state and expand your network and professional resources. If you are unable to attend in person, we are also broadcasting the sessions online. You can register for that option here. (Note that cancellation fees for switching from in-person to online within 10 days of the event will apply.) NEED A ROOM? Enjoy LCPA's discounted rate of $134 when you reserve your room by Wednesday, October 19. RESERVE ONLINE TESTIMONIAL: "Top to bottom, one of the best conferences I've been to. Timely topics. Excellent speakers." -- 2022 FLVS attendee

2023 Forensic, Litigation & Valuation Services Conference - 2nd Day Only - In Person

October 27, 2023 8:00am - 4:20pm

Baton Rouge

8.00 Credits

Whether valuations and litigation support are your bread and butter or something you do every once in a while, this conference offers something for everyone. Louisiana is home to some of the nation’s best practitioners in this area, many of whom serve on the conference planning committee. The result is world-class content delivered by some of the best in the business. If you practice in this field or are interested in expanding your services, you want to be at this event. DAY TWO: Friday, October 277:30 – 8:00 am Networking & Continental BreakfastBreakfast sandwiches, muffins, bagels, and fresh fruit will be provided, along with coffee, tea, and soft drinks. 8:00 – 8:50 amBankruptcy and the Role of the Financial AdvisorKenneth DeGraw, CPA, CFP, CFE • Withum Smith & Brown • Whippany, NJThis session will provide a broad overview of the Bankruptcy process and alternatives. The most common services provided by financial advisors in bankruptcy matters to the various constituents. Finally will address retention and compensation considerations.8:50 – 9:40 amCall of Duty: Video Game Industry Valuation TrendsMustafa Kamal • Sr Manager of Corporate and Business Development - Prytania Media • New York, NY9:40 – 10:00 am Break10:00 – 10:50 amStock Options and Tax Exemptions: Business Valuation in the Context of Section 409a and 1202Charles Renwick, CPA, CFA • CMR Associates • Covington, LA10:50 – 11:40 amHow to Stay Out of the Pits: Business Valuation Standards and ResourcesRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA11:40 am – 12:40 pm Lunch (included)12:40 – 1:30 pmView From the BenchJudge David Joseph • US District Judge – Western District of Louisiana • Lafayette, LAThis popular session features a local judge who will provide practical advice on effective courtroom conduct, communication, and procedures. YOU WILL LEARN A LOT.1:30 – 2:20 pmCybersecurity: The Latest Schemes and Prevention TipsTheresa Jones, CSA, CMMC-RP • Evalv IQ LLC • New Orleans, LA2:20 – 2:40 pm Break2:40 – 3:30 pmUtilizing the Fraud TriangleCary McCormick, CPA • FBI • New Orleans, LA3:30 – 4:20 pmLost Profits and Other Damages in LitigationRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA NOTE: This event is also likely to qualify for CLE credits and fulfill education requirements for related credentials like CFF, CFE, and ABV. FORMAT: This is the IN PERSON option for this conference. Attending in person enriches the learning experience and allows you to network with other CPAs around the state and expand your network and professional resources. If you are unable to attend in person, we are also broadcasting the sessions online. You can register for that option here. (Note that cancellation fees for switching from in-person to online within 10 days of the event will apply.) NEED A ROOM? Enjoy LCPA's discounted rate of $134 when you reserve your room by Wednesday, October 19. RESERVE ONLINE TESTIMONIAL: "Top to bottom, one of the best conferences I've been to. Timely topics. Excellent speakers." -- 2022 FLVS attendee

2023 Human Resources Workshop

October 30, 2023 8:30am - 4:25pm

Metairie

8.00 Credits

Unlock your team's full potential.One of the key roles of human resources is to harness the full potential of an organization's most valuable asset – its people. This conference will give you tools and strategies to unlock the hidden talents and capabilities of your workforce, while keep the organization compliant with current rules and regulations. This workshop is specifically designed for CPAs and corporate accounting and finance professionals who also have HR responsibilities, or who serve as the outsourced "HR person" for multiple organizations. WORKSHOP AGENDA 8:00 – 8:25 am Registration & Continental Breakfast8:25 – 8:30 am Welcome & Opening Remarks8:30 – 9:30 amThe 5 Ws of Hybrid: The Future of RecruitingJenna Lemmon • EisnerAmper • Baton Rouge, LAWe’ll review the 5 Ws of today’s hybrid workforce: Who? What? When? Where? and Why? We’ll navigate the nuances of a hybrid workforce and discuss how to attract today’s talent and deliver on culture.9:30 – 10:20 amSECURE Act 2.0Chris Shankle, CPA, CGMA • Argent Financial Group, Inc • Shreveport, LA 10:20 – 10:35 am Break10:35 am – 12:05 pmLabor Law UpdateE. Frederick Preis, JD • Breazeale, Sachse & Wilson, LLP • New Orleans, LAIn today’s workplace environment, employers have many challenging hurdles to overcome every day. In this session, Fred Preis will cover those issues that are encountered most often including Federal Wage & Hour Compliance, Employees Use of Marijuana, and the Growth in Remote Work. Fred will also discuss preventive maintenance actions that can be useful in reducing liability and exposure. 12:05 – 12:50 pm Lunch12:50 – 2:20 pmLeveraging AI for HR ExcellenceKen Weatherup, SHRM-CP • HR NOLA • New Orleans, LAJacob Dufour, SHRM-SCP • HR NOLA • New Orleans, LA2:20 – 2:35 pm Break2:35 – 3:25 pmMastering Mindset: Flexing Your Resiliency MuscleMichelle Marshall, CCWS • HUB International Gulf South • Metairie, LAPage Quinto • Navigate Wellbeing Solutions • New Orleans, LAJoin us to debunk myths surrounding resilience, learn strategies to overcome adversity, and get access to helpful resources.3:25 – 4:25 pmHR's Role in ESGChris Shankle, CPA, CGMA • Argent Financial Group, Inc • Shreveport, LA CPE: 8 creditsFormat: In-person only

Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC

October 30, 2023 8:30am - 4:30pm

Baton Rouge

8.00 Credits

SAVE 50% ON THIS COURSESign up to be a course coordinator and save 50% on your registration fee. Course coordinators serve as the on-site LCPA representative, handling registration, distributing materials, and collecting attendance verification cards. For more information or to sign up, email Diedra Allen or call her directly at 504.904.1131. COURSE DESCRIPTION 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.

Forms 1120-S, 1065, and 1120 Return Review Boot Camp for New and Experienced Reviewers

November 1, 2023 8:30am - 4:30pm

Metairie

8.00 Credits

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation.

Surgent's Advanced Individual Income Tax Return Issues

November 2, 2023 8:30am - 4:30pm

Metairie

8.00 Credits

Most Accounting and Financial Professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.

Social Security and Medicare: Planning for You and Your Clients

November 6, 2023 8:30am - 4:30pm

Metairie

8.00 Credits

Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

The Complete Trust Workshop

November 7, 2023 8:30am - 4:30pm

Metairie

8.00 Credits

The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform. Clients will be eager to review their estate plans in light of recent and proposed legislation.