CPE Catalog+Events

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Showing 3 Live/In-Person Events Results

Forensic, Litigation & Valuation Services Conference - Both Days

October 21, 2021 8:00am - October 22, 2021 4:20pm

Baton Rouge

16.00 Credits

Whether you specialize in these niche areas or not, CPAs are often called upon to provide forensic and valuation services and/or be called to testify as an expert witness in litigation matters. This conference provides the latest information on these niche areas to help you uncover and analyze crucial information and present your findings in a clear, concise, and compelling manner. We’re bringing some of the nation’s leading practitioners to Louisiana so you’ll benefit from decades of experience and walk away with tips to take your presentation and analysis skills to the next level.  Thursday, October 218:30 – 9:20 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:20 – 10:10 amDiminution of Business Value, Business Interruptions, and Lost ProfitsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA This session will provide a discussion on determining, calculating, and reporting the damages and awards associated with business interruption in a litigation context.10:10 – 10:25 am  Break10:25 – 11:15 am  CONCURRENT SESSIONS Mergers & AcquisitionsFrank deVay, CEPA • Chaffe & Associates • New Orleans, LACalculation of Economic Loss Damages in Personal Injury and Wrongful Death CasesHolly Sharp, CPA, CFE, CFF • LaPorte CPAs & Business Advisors • Metairie, LAThis session will provide an overview of the calculation of economic losses in personal injury and wrongful death cases, documents and information to request, elements of the calculation, and typical issues that the practitioner confronts. Jurisdictional issues and specific laws that impact these calculations will also be explained. 11:15 – 11:25am Change Break11:25 am – 12:15 pmReasonable Certainty and Linking Causation in Your Damage ModelJason MacMorran, CPA/ABV/CFF, CVA, MS, • Postlethwaite & Netterville • Baton Rouge, LAJames A. (Jim) Koerber, CPA/ABV/CFF • Postlethwaite & Netterville • Hattiesburg, MSIn calculating economic damages, the issues of reasonable certainty and causation are important issues to take into account. This session will deal with common practices, case law, and peer reviewed publications on these areas.  12:15 am – 1:15 pm  Lunch1:15 – 2:05 pmA View From the BenchTerry Doughty • US District Judge – Western District of Louisiana2:05 – 2:55 pmTop 10 Critical Issues in Valuations for DivorceKarolina Calhoun, CPA/ABV/CFF • Mercer Capital • Memphis, TNWhat are the nuances of valuation analyses for marital dissolution and how does one identify the potential need for ancillary forensic and/or consulting services? In this session, we delve into specific issues that must be considered since they are unique to marital dissolution as well as state statute and precedent. Objectives:1. Identify the critical issues unique to valuations for marital dissolution2. Evaluate the need for further investigations and/or services in conjunction with valuation services for purposes of divorce2:55 – 3:15 pm  Break 3:15 – 4:55 pmSurviving Depositions and Cross ExaminationsSpeaker TBDFriday, October 227:30 – 8:00 am Registration & Continental Breakfast8:00 – 8:50 amThe New Economy: A Short TourAustin Zaunbrecher • Hancock Whitney • New Orleans, LAFrom government policy to pandemic to geopolitics, the last few years have brought massive changes to the global and domestic economies. In this session, we’ll look at the latest developments and large trends that are shaping our economic world. 8:50 – 9:40 amEmerging Issues in CannabisRon Seigneur, CPA/ABV, ASA, CVA • Seigneur Gustafson LLP • Lakewood, CO9:40 – 10:00 am  Break10:00 am – 10:50 amCase Law UpdateRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS, • Postlethwaite & Netterville • Baton Rouge, LAWhile each litigated matter is different based on its own facts and circumstances, an understanding of relevant case law is informative. Join our presenters for an update on case law that impacts valuation and economic damage matters. 10:50 – 11:40 amForensic, Litigation, and Valuation Risk ManagementDuncan Will, CPA/ABV/CFF • CAMICO • San Mateo, CALeave your view of who you are as a CPA and the professional standards regarding performing forensic, litigation, and valuation engagements behind. This presentation differs from those focused on professional standards. This session incorporates “jury standards.” The presentation will help you sleep better and conduct more effective forensic, valuation and litigation support engagements, as well as improve other areas of your practice by helping you identify and address risky engagements and risky situations. The session provides a risk management perspective gleaned from handling 35+ years of forensic, valuation and litigation claims and other risk management issues. Even when you do everything right, you still can get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas.11:40 am – 12:40 pm Lunch12:40 – 1:30 pmTechnology & Cybersecurity UpdateLes Nettleton • Bourgeois Bennett, LLC • New Orleans, LAOver the past year, the way we approach technology has changed significantly. In one year, we moved from working in an office to a remote or a hybrid workplace. New, trickier scams are hitting our email and texting systems. Cybersecurity risks are at an all-time high. This session will look at how we should be approaching technologies in the “new normal.”1:30 – 2:20 pmFinders Keepers: Hidden Assets Donna M. Ingram, CPA, CFE, CFF • Donna M. Ingram, CPA, PC • Vicksburg, MSThis session will examine current cases and discuss how, why, and where assets may be hidden in divorces, bankruptcy, money laundering and other illegal acts. 2:20 – 2:35 pm Break2:35 – 3:25 pm  CONCURRENT SESSIONS Purchase Price AllocationsNathan Dinatale, CPA/ABV • CliftonLarsenAllen • Baltimore, MD Business Valuation 101Nene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LA Benjamin Vance, CPA/ABV • Associate Director, Postlethwaite & Netterville, APAC • Baton Rouge, LALearn the basics of business valuation, including financial statement analysis, different valuation approaches, and much more. This session will give participants a basic understanding of the inputs and structure of a business valuation with emphasis on the income and market approaches. 3:25 – 3:35 pm Change Break3:35 – 4:25 pmSolving Financial & Cybercrimes: How Law Enforcement and CPAs Are Combatting FraudDetective Lieutenant Michael Shard, CFCI • St John the Baptist Parish Sheriff's Office • Laplace, LAThis session will discuss current cybercrime and fraud trends in the Gulf South, especially Louisiana. The topics will involve new fraud trends and the current uptick in COVID-19 related fraud. Lt. Shard will discuss past cases that involved direct work and investigation with CPAs and other financial industry professionals. He will also cover how the use of audits, forensic accounting, and other fraud detection methods by CPAs and financial professionals have aided in the arrest, capture, and prosecution of individuals engaged in fraud. NEED A ROOM?LCPA has arranged for discounted rates for FLVS attendees: Renaissance Hotel7000 Bluebonnet BlvdBaton Rouge, LA 70810Rate: $139/nightCut-off Date: October 1Call 225.215.7000 and mention LCPA's Forensic, Litigation & Valuation Workshop to get this rate or reserve online.

Forensic, Litigation & Valuation Services Conference - Day 2 Only

October 22, 2021 8:00am - 4:20pm

Baton Rouge

8.00 Credits

Whether you specialize in these niche areas or not, CPAs are often called upon to provide forensic and valuation services and/or be called to testify as an expert witness in litigation matters. This conference provides the latest information on these niche areas to help you uncover and analyze crucial information and present your findings in a clear, concise, and compelling manner. We’re bringing some of the nation’s leading practitioners to Louisiana so you’ll benefit from decades of experience and walk away with tips to take your presentation and analysis skills to the next level.  Friday, October 227:30 – 8:00 am Registration & Continental Breakfast8:00 – 8:50 amThe New Economy: A Short TourAustin Zaunbrecher • Hancock Whitney • New Orleans, LAFrom government policy to pandemic to geopolitics, the last few years have brought massive changes to the global and domestic economies. In this session, we’ll look at the latest developments and large trends that are shaping our economic world. 8:50 – 9:40 amEmerging Issues in CannabisRon Seigneur, CPA/ABV, ASA, CVA • Seigneur Gustafson LLP • Lakewood, CO9:40 – 10:00 am  Break10:00 am – 10:50 amCase Law UpdateRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS, • Postlethwaite & Netterville • Baton Rouge, LAWhile each litigated matter is different based on its own facts and circumstances, an understanding of relevant case law is informative. Join our presenters for an update on case law that impacts valuation and economic damage matters. 10:50 – 11:40 amForensic, Litigation, and Valuation Risk ManagementDuncan Will, CPA/ABV/CFF • CAMICO • San Mateo, CALeave your view of who you are as a CPA and the professional standards regarding performing forensic, litigation, and valuation engagements behind. This presentation differs from those focused on professional standards. This session incorporates “jury standards.” The presentation will help you sleep better and conduct more effective forensic, valuation and litigation support engagements, as well as improve other areas of your practice by helping you identify and address risky engagements and risky situations. The session provides a risk management perspective gleaned from handling 35+ years of forensic, valuation and litigation claims and other risk management issues. Even when you do everything right, you still can get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas.11:40 am – 12:40 pm Lunch (included)12:40 – 1:30 pmTechnology & Cybersecurity UpdateLes Nettleton • Bourgeois Bennett, LLC • New Orleans, LAOver the past year, the way we approach technology has changed significantly. In one year, we moved from working in an office to a remote or a hybrid workplace. New, trickier scams are hitting our email and texting systems. Cybersecurity risks are at an all-time high. This session will look at how we should be approaching technologies in the “new normal.”1:30 – 2:20 pmFinders Keepers: Hidden Assets Donna M. Ingram, CPA, CFE, CFF • Donna M. Ingram, CPA, PC • Vicksburg, MSThis session will examine current cases and discuss how, why, and where assets may be hidden in divorces, bankruptcy, money laundering and other illegal acts. 2:20 – 2:35 pm Break2:35 – 3:25 pm  CONCURRENT SESSIONS Purchase Price AllocationsNathan Dinatale, CPA/ABV • CliftonLarsenAllen • Baltimore, MD Business Valuation 101Nene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LA Benjamin Vance, CPA/ABV • Associate Director, Postlethwaite & Netterville, APAC • Baton Rouge, LALearn the basics of business valuation, including financial statement analysis, different valuation approaches, and much more. This session will give participants a basic understanding of the inputs and structure of a business valuation with emphasis on the income and market approaches. 3:25 – 3:35 pm Change Break3:35 – 4:25 pmSolving Financial & Cybercrimes: How Law Enforcement and CPAs Are Combatting FraudDetective Lieutenant Michael Shard, CFCI • St John the Baptist Parish Sheriff's Office • Laplace, LAThis session will discuss current cybercrime and fraud trends in the Gulf South, especially Louisiana. The topics will involve new fraud trends and the current uptick in COVID-19 related fraud. Lt. Shard will discuss past cases that involved direct work and investigation with CPAs and other financial industry professionals. He will also cover how the use of audits, forensic accounting, and other fraud detection methods by CPAs and financial professionals have aided in the arrest, capture, and prosecution of individuals engaged in fraud. NEED A ROOM?LCPA has arranged for discounted rates for FLVS attendees: Renaissance Hotel7000 Bluebonnet BlvdBaton Rouge, LA 70810Rate: $139/nightCut-off Date: October 1Call 225.215.7000 and mention LCPA's Forensic, Litigation & Valuation Workshop to get this rate or reserve online.

Medical & Healthcare Services Workshop

October 29, 2021 8:00am - 4:20pm

Baton Rouge

8.00 Credits

The healthcare industry has been pushed to its limits over the last 18 months. Processes and priorities have had to be reevaluated and many entities have gone into real survival mode. What have we learned? Is there a “normal” (new or otherwise) in sight? What will be the long-term impact of the Covid-19 pandemic on healthcare and the economy as a whole? We’ll examine the current condition on the healthcare industry and give you some insight into what the future my look like. Plus, we’ll get you up-to-speed on new standards, tech trends, managing organizational transformations, and more.CONFERENCE AGENDA 7:30 – 8:00 am Registration & Continental Breakfast 8:00 – 8:50 amHot Topics in HealthcareMichael Bertaut, MBA, CHC, PAHM • Chief Economist – Blue Cross Blue Shield of Louisiana • Baton Rouge, LAMike is one of our highest-rated speakers of all time! He will discuss the biggest issues impacting healthcare, how the insurance industry is adapting, and what he sees in the near future. 8:50 – 9:40 amLegislative Update and the Impact on HealthcareUS Rep. Garret Graves • LA District 6 • Baton Rouge, LARep. Graves will cover the major legislative initiatives moving through Washington this year and how they will impact Louisiana and the healthcare industry. 9:40 – 10:00 am Break10:00 – 10:50 am Patients and Passwords: Treating Them Both With Care Paul Perry, FHFMA, CISM, CITP, CPA, CDPSE • Warren Averett • Birmingham, ALThis session will review current threats and trends being utilized by threat actors in the cybersecurity space. We will review some current events and dissect what happen and what could have been done to protect the organization. We will also review what controls your healthcare organization needs to put into place to protect your IT environment and increase your security posture.  10:50 – 11:40 amBending the Diabetes Cost CurveRebecca Preston, MD, JD • Healthcare Highways • Austin, TX11:40 am – 12:40 pm Lunch12:40 – 1:30 pmHealthcare Accounting & Auditing UpdateBrook Harvey, CPA, CHFP • Postlethwaite & Netterville • Baton Rouge, LAJennifer Mistretta, CPA, CGMA • Postlethwaite & Netterville • Metairie, LAJoin us for a discussion on implementation of recent and upcoming FASB and GASB guidance. This session will also highlight accounting and auditing implications of federal programs, including those related to the CARES Act and other funding related to the COVID-19 pandemic.1:30 – 2:20 pm Six Critical Questions to Get Your Team On the Same Page…AgainHelene Wall, SHRM-SCP • Wall Consulting Services, LLC • Baton Rouge, LAFrank Hopkins, PCC • Frank Hopkins Coaching, LLC • Baton Rouge, LAWhat are the questions the whole organization needs to answer – in the same voice – for an organization to operate effectively in these rapidly changing times? To gain an edge over the competition, the answers have to be more than just right, they have to embody the rally cry of the entire team.2:20 – 2:40 pm Break2:40 – 3:30 pmFinal Rule IPPS Speaker TBD3:30 – 4:20 How to Grow and Exit Your PracticeNene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LAVanessa Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates • New Orleans, LAThis session will focus on best practices for increasing the value of a business, including key metrics from various sectors of the healthcare industry. It will end with strategic growth opportunities through capital investment and alternatives for exiting your practice including outright sale to a third party and sale to partners.NEED A ROOM?Renaissance Hotel7000 Bluebonnet BlvdBaton Rouge, LA 70810Rate: $139/nightCut-off Date: October 7RESERVE ONLINE or call 225.215.7000 and mention LCPA's Medical & Healthcare Workshop to get this rate.