CPE Catalog+Events

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. Enjoy LCPA's discounted rate at the Ritz-Carlton when you reserve your room by July 23rd. 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 Louisiana’s property insurance market has been in crisis since our state was hit by hurricanes Laura, Delta, Zeta and Ida in 2020 and 2021. This presentation will provide a brief history of the crisis, an overview of how the Louisiana Department of Insurance has responded, and the positive changes new Insurance Commissioner Tim Temple has proposed and implemented since taking office this year. 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 Pointe • Metairie, LA Rocky Daigle, JD, AIF • Beacon Pointe • 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?

More Dates

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. Enjoy LCPA's discounted rate at the Ritz-Carlton when you reserve your room by July 23rd. 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 Louisiana’s property insurance market has been in crisis since our state was hit by hurricanes Laura, Delta, Zeta and Ida in 2020 and 2021. This presentation will provide a brief history of the crisis, an overview of how the Louisiana Department of Insurance has responded, and the positive changes new Insurance Commissioner Tim Temple has proposed and implemented since taking office this year. 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 

More Dates

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. Don't miss it! CONFERENCE AGENDA DAY ONE: THURSDAY, AUGUST 15 8:00 – 8:30 am Webcast access opens (log in early to test audio/video settings) 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 10:30 – 11:30 am  Insurance Market Update John Ford • Deputy Commissioner, LA. Department of Insurance • Baton Rouge, LA Louisiana’s property insurance market has been in crisis since our state was hit by hurricanes Laura, Delta, Zeta and Ida in 2020 and 2021. This presentation will provide a brief history of the crisis, an overview of how the Louisiana Department of Insurance has responded, and the positive changes new Insurance Commissioner Tim Temple has proposed and implemented since taking office this year. 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 1:20 – 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 3:30 – 4:50 pm Waiting on the World to Change  Steve Chiavarone, CFA • Federated Hermes • New York, NY 

More Dates

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 Webcast access opens (log in early to test audio/video settings) 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 Break10:30 – 11:30 am  Insurance Market Update John Ford • Deputy Commissioner, LA. Department of Insurance • Baton Rouge, LA Louisiana’s property insurance market has been in crisis since our state was hit by hurricanes Laura, Delta, Zeta and Ida in 2020 and 2021. This presentation will provide a brief history of the crisis, an overview of how the Louisiana Department of Insurance has responded, and the positive changes new Insurance Commissioner Tim Temple has proposed and implemented since taking office this year. 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 Lunch1:20 – 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 Break3:30 – 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 Webcast access opens (log in early to test audio/video settings) 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 Break10:00 – 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 Lunch1:00 – 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 Pointe • Metairie, LA Rocky Daigle, JD, AIF • Beacon Pointe • 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 Break3:00 – 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?

More Dates

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! Enjoy LCPA's discounted rate at the Ritz-Carlton when you reserve your room by July 23rd. 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 Pointe • Metairie, LA Rocky Daigle, JD, AIF • Beacon Pointe • 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?

More Dates

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 Webcast access opens (log in early to test audio/video settings) 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 10:00 – 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 Break1:00 – 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 Pointe • Metairie, LA Rocky Daigle, JD, AIF • Beacon Pointe • 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 3:00 – 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?

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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.

Louisiana is home to some of the nation’s most esteemed practitioners in this field, offering world-class content.Whether you're a seasoned professional looking to elevate your expertise or a newcomer eager to explore these exciting fields, this workshop is designed to help you unlock your potential and excel in your career. Enjoy LCPA's discounted rate at the Ritz-Carlton when you reserve your room by July 22nd. DAY 1: Monday, August 19 8:00 – 8:30 am Registration & Continental Breakfast  8:30 – 9:30 am Hot Topics in Valuation and Litigation Services Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA  9:30 – 10:20 am Adjusting Multiples for Consistency with the Income Approach Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA   10:20 – 10:40 am   Break/Visit Exhibitors  10:40 – 11:30 am   Challenges, Myths and Applications of AI Valuation Services Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ  11:30 am – 12:20 pm   The State of Restaurants Patrick Gros, CPA • Patrick J. Gros, CPA APAC • Covington, LA  12:20 – 1:20 pm Lunch/Visit Exhibitors  1:20 – 2:10 pm Personal Goodwill and Valuation Issues in Marital Dissolution Cases Karolina Calhoun, CPA, ABV, CFF • Mercer Capital • Memphis, TN What is personal goodwill and why is personal vs. enterprise goodwill such an important topic? How is case law relevant, and is it always relevant? We will discuss practical approaches,?best practices and the impact from facts and circumstances.  2:10 – 3:00 pm Identifying, Filing Suit, and Recovering Damages in Ponzi Schemes Lara K. Richards, JD • Special Counsel - Fishman Haygood, LLP • New Orleans, LA Lance McCardle, JD • Partner - Fishman Haygood, LLP • New Orleans, LA  Jason Burge, JD • Partner - Fishman Haygood, LLP • New Orleans, LA  3:00 – 3:20 pm  Break/Visit Exhibitors  3:20 – 4:50 pm The Stories We Tell Ourselves: Perceptions, the Economy, and Markets Stephen Morgan • Hancock Whitney Bank • New Orleans, LAPopular narratives about the economy and markets can play a large role in shaping both policy and actual financial outcomes, particularly in the short- to intermediate-term. We’ll examine current financial conditions and potential outcomes through the lens of some of these stories we tell ourselves. What rings false, what seems mostly right, and what nuances get lost in the general discussion about our money?   4:50 – 6:00 pm Networking ReceptionReception hosted by 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.  SPECIAL RATES AT THE RITZ-CARLTON NEW ORLEANSEnjoy LCPA's discounted rate of $189 per night when you reserve your room by July 22. Click here to make your reservation or call 800.826.8987 and mention LCPA Forensic, Litigation & Valuation Conference to get the group rate.

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Louisiana is home to some of the nation’s most esteemed practitioners in this field, offering world-class content.Whether you're a seasoned professional looking to elevate your expertise or a newcomer eager to explore these exciting fields, this workshop is designed to help you unlock your potential and excel in your career. DAY 1: Monday, August 19 8:00 – 8:30 am Registration & Continental Breakfast  8:30 – 9:30 am Hot Topics in Valuation and Litigation Services Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA  9:30 – 10:20 am Adjusting Multiples for Consistency with the Income Approach Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA   10:20 – 10:40 am   Break/Visit Exhibitors  10:40 – 11:30 am   Challenges, Myths and Applications of AI Valuation Services Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ  11:30 am – 12:20 pm   The State of Restaurants Patrick Gros, CPA • Patrick J. Gros, CPA APAC • Covington, LA  12:20 – 1:20 pm Lunch/Visit Exhibitors  1:20 – 2:10 pm Personal Goodwill and Valuation Issues in Marital Dissolution Cases Karolina Calhoun, CPA, ABV, CFF • Mercer Capital • Memphis, TN What is personal goodwill and why is personal vs. enterprise goodwill such an important topic? How is case law relevant, and is it always relevant? We will discuss practical approaches,?best practices and the impact from facts and circumstances.  2:10 – 3:00 pm Identifying, Filing Suit, and Recovering Damages in Ponzi Schemes Lara K. Richards, JD • Special Counsel - Fishman Haygood, LLP • New Orleans, LA Lance McCardle, JD • Partner - Fishman Haygood, LLP • New Orleans, LA  Jason Burge, JD • Partner - Fishman Haygood, LLP • New Orleans, LA  3:00 – 3:20 pm  Break/Visit Exhibitors  3:20 – 4:50 pm The Stories We Tell Ourselves: Perceptions, the Economy, and Markets Stephen Morgan • Hancock Whitney Bank • New Orleans, LAPopular narratives about the economy and markets can play a large role in shaping both policy and actual financial outcomes, particularly in the short- to intermediate-term. We’ll examine current financial conditions and potential outcomes through the lens of some of these stories we tell ourselves. What rings false, what seems mostly right, and what nuances get lost in the general discussion about our money?   4:50 – 6:00 pm Networking ReceptionReception hosted by 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. 

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Louisiana is home to some of the nation’s most esteemed practitioners in this field, offering world-class content.Whether you're a seasoned professional looking to elevate your expertise or a newcomer eager to explore these exciting fields, this workshop is designed to help you unlock your potential and excel in your career. DAY 1: Monday, August 19 8:00 – 8:30 am Registration & Continental Breakfast  8:30 – 9:30 am Hot Topics in Valuation and Litigation Services Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA  9:30 – 10:20 am Adjusting Multiples for Consistency with the Income Approach Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA   10:20 – 10:40 am   Break/Visit Exhibitors  10:40 – 11:30 am   Challenges, Myths and Applications of AI Valuation Services Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ  11:30 am – 12:20 pm   The State of Restaurants Patrick Gros, CPA • Patrick J. Gros, CPA APAC • Covington, LA  12:20 – 1:20 pm Lunch/Visit Exhibitors  1:20 – 2:10 pm Personal Goodwill and Valuation Issues in Marital Dissolution Cases Karolina Calhoun, CPA, ABV, CFF • Mercer Capital • Memphis, TN What is personal goodwill and why is personal vs. enterprise goodwill such an important topic? How is case law relevant, and is it always relevant? We will discuss practical approaches,?best practices and the impact from facts and circumstances.  2:10 – 3:00 pm Identifying, Filing Suit, and Recovering Damages in Ponzi Schemes Lara K. Richards, JD • Special Counsel - Fishman Haygood, LLP • New Orleans, LA Lance McCardle, JD • Partner - Fishman Haygood, LLP • New Orleans, LA  Jason Burge, JD • Partner - Fishman Haygood, LLP • New Orleans, LA  3:00 – 3:20 pm  Break/Visit Exhibitors  3:20 – 4:50 pm The Stories We Tell Ourselves: Perceptions, the Economy, and Markets Stephen Morgan • Hancock Whitney Bank • New Orleans, LAPopular narratives about the economy and markets can play a large role in shaping both policy and actual financial outcomes, particularly in the short- to intermediate-term. We’ll examine current financial conditions and potential outcomes through the lens of some of these stories we tell ourselves. What rings false, what seems mostly right, and what nuances get lost in the general discussion about our money?   4:50 – 6:00 pm Networking ReceptionReception hosted by Fishman Haygood  Day 2: Tuesday, August 20  7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 9:30 am Improving Your Cost of Capital Estimates – Theory vs. Practice Carla Nunes, CFA, ABV • Kroll • Philadelphia, PA  Kevin Madden • Kroll • Chicago, IL 9:30 – 9:50 am  Break/Visit Exhibitors  9:50 am – 10:40 am AICPA Update Mark Smith, JD, CPA • AICPA • Chapel Hill, NC The AICPA session will provide an overview of the latest forensic and valuation section initiatives. This will include updates on the status of the forthcoming AICPA Accounting and Valuation Guide on Business Combinations, the latest on Accredited in Business Valuation, Certified in Financial Forensic, and Certified in Valuation of Financial Instruments credentials, several key initiatives to build the FVS pipeline, and some exciting new FVS resources. ?  10:40 – 11:30 am Estate & Gift Tax Valuations: Case Law Update Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA  Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA  11:30 am – 12:30 pm Lunch/Visit Exhibitors  12:30—1:30 pm View From the Bench The Honorable Terry Doughty • United States District Judge - Western District of Louisiana  1:30 – 2:20 pm Divorce: Lifestyle Analysis Michele Avery, CPA, ABV, MBA, CVA, MAFF • Carr Riggs & Ingram • Metairie, LA This presentation will provide an overview on how to determine and present a lifestyle analysis when determining income for spousal or child support.? Focus will be on identifying documents and sources to support the lifestyle analysis and pitfalls avoid.  2:20 – 2:40 pm Break/Visit Exhibitors  2:40 – 3:30 pm What we don’t think we think: Implicit Bias The Honorable Janis van Meerveld • United States Magistrate Judge - Eastern District of Louisiana Objectivity is an illusion. Without our conscious knowledge, stereotypes and assumptions are embedded into all our brains. Implicit biases are held by everyone, including those negatively impacted by them. Judge van Meerveld will help you learn how to recognize and address implicit bias and highlight how you can work to create and foster a community where opportunities for growth, development, and advancement are open to all.  3:30 – 4:20 pm Smooth Transitions: Mastering Ownership Changes in a Privately Held Business Vanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LA  Navigating the complexities of ownership transitions in privately held businesses can be challenging. This presentation delves into the critical strategies for successful buying, selling, succession, and exit planning. Attendees will learn how to explore all exit options and prepare their businesses for a seamless transition, ensuring continuity, protecting value, and securing a prosperous future for all stakeholders involved. NOTE: This event is also likely to qualify for CLE credits and fulfill education requirements for related credentials like CFF, CFE, and ABV. 

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Louisiana is home to some of the nation’s most esteemed practitioners in this field, offering world-class content.Whether you're a seasoned professional looking to elevate your expertise or a newcomer eager to explore these exciting fields, this workshop is designed to help you unlock your potential and excel in your career. Enjoy LCPA's discounted rate at the Ritz-Carlton when you reserve your room by July 22nd. DAY 2 - TUESDAY, AUGUST 20  7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 9:30 am Improving Your Cost of Capital Estimates – Theory vs. Practice Carla Nunes, CFA, ABV • Kroll • Philadelphia, PA  Kevin Madden • Kroll • Chicago, IL  9:30 – 9:50 am  Break/Visit Exhibitors 9:50 – 10:40 am AICPA Update Mark Smith, JD, CPA • AICPA • Chapel Hill, NC The AICPA session will provide an overview of the latest forensic and valuation section initiatives. This will include updates on the status of the forthcoming AICPA Accounting and Valuation Guide on Business Combinations, the latest on Accredited in Business Valuation, Certified in Financial Forensic, and Certified in Valuation of Financial Instruments credentials, several key initiatives to build the FVS pipeline, and some exciting new FVS resources. ?  10:40 – 11:30 am Estate & Gift Tax Valuations: Case Law Update Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA  Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA  11:30 am – 12:30 pm Lunch/Visit Exhibitors  12:30 – 1:30 pm View From the Bench The Honorable Terry Doughty • United States District Judge - Western District of Louisiana 1:30 – 2:20 pm Divorce: Lifestyle Analysis Michele Avery, CPA, ABV, MBA, CVA, MAFF • Carr Riggs & Ingram • Metairie, LA This presentation will provide an overview on how to determine and present a lifestyle analysis when determining income for spousal or child support.? Focus will be on identifying documents and sources to support the lifestyle analysis and pitfalls avoid.  2:20 – 2:40 pm Break/Visit Exhibitors  2:40 – 3:30 pm What We Don't Think We Think: Implicit Bias The Honorable Janis van Meerveld • United States Magistrate Judge - Eastern District of Louisiana Objectivity is an illusion. Without our conscious knowledge, stereotypes and assumptions are embedded into all our brains. Implicit biases are held by everyone, including those negatively impacted by them. Judge van Meerveld will help you learn how to recognize and address implicit bias and highlight how you can work to create and foster a community where opportunities for growth, development, and advancement are open to all.  3:30 – 4:20 pm Smooth Transitions: Mastering Ownership Changes in a Privately Held Business Vanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LA  Navigating the complexities of ownership transitions in privately held businesses can be challenging. This presentation delves into the critical strategies for successful buying, selling, succession, and exit planning. Attendees will learn how to explore all exit options and prepare their businesses for a seamless transition, ensuring continuity, protecting value, and securing a prosperous future for all stakeholders involved. NOTE: This event is also likely to qualify for CLE credits and fulfill education requirements for related credentials like CFF, CFE, and ABV. SPECIAL RATES AT THE RITZ-CARLTON NEW ORLEANSEnjoy LCPA's discounted rate of $189 per night when you reserve your room by July 22. Click here to make your reservation or call 800.826.8987 and mention LCPA Forensic, Litigation & Valuation Conference to get the group rate.

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Louisiana is home to some of the nation’s most esteemed practitioners in this field, offering world-class content.Whether you're a seasoned professional looking to elevate your expertise or a newcomer eager to explore these exciting fields, this workshop is designed to help you unlock your potential and excel in your career. Day 2: Tuesday, August 20  7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 9:30 am Improving Your Cost of Capital Estimates – Theory vs. Practice Carla Nunes, CFA, ABV • Kroll • Philadelphia, PA  Kevin Madden • Kroll • Chicago, IL 9:30 – 9:50 am  Break/Visit Exhibitors  9:50 am – 10:40 am AICPA Update Mark Smith, JD, CPA • AICPA • Chapel Hill, NC The AICPA session will provide an overview of the latest forensic and valuation section initiatives. This will include updates on the status of the forthcoming AICPA Accounting and Valuation Guide on Business Combinations, the latest on Accredited in Business Valuation, Certified in Financial Forensic, and Certified in Valuation of Financial Instruments credentials, several key initiatives to build the FVS pipeline, and some exciting new FVS resources. ?  10:40 – 11:30 am Estate & Gift Tax Valuations: Case Law Update Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA  Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA  11:30 am – 12:30 pm Lunch/Visit Exhibitors  12:30—1:30 pm View From the Bench The Honorable Terry Doughty • United States District Judge - Western District of Louisiana  1:30 – 2:20 pm Divorce: Lifestyle Analysis Michele Avery, CPA, ABV, MBA, CVA, MAFF • Carr Riggs & Ingram • Metairie, LA This presentation will provide an overview on how to determine and present a lifestyle analysis when determining income for spousal or child support.? Focus will be on identifying documents and sources to support the lifestyle analysis and pitfalls avoid.  2:20 – 2:40 pm Break/Visit Exhibitors  2:40 – 3:30 pm What we don’t think we think: Implicit Bias The Honorable Janis van Meerveld • United States Magistrate Judge - Eastern District of Louisiana Objectivity is an illusion. Without our conscious knowledge, stereotypes and assumptions are embedded into all our brains. Implicit biases are held by everyone, including those negatively impacted by them. Judge van Meerveld will help you learn how to recognize and address implicit bias and highlight how you can work to create and foster a community where opportunities for growth, development, and advancement are open to all.  3:30 – 4:20 pm Smooth Transitions: Mastering Ownership Changes in a Privately Held Business Vanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LA  Navigating the complexities of ownership transitions in privately held businesses can be challenging. This presentation delves into the critical strategies for successful buying, selling, succession, and exit planning. Attendees will learn how to explore all exit options and prepare their businesses for a seamless transition, ensuring continuity, protecting value, and securing a prosperous future for all stakeholders involved. NOTE: This event is also likely to qualify for CLE credits and fulfill education requirements for related credentials like CFF, CFE, and ABV. 

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***NEW DATE. SAME GREAT LOCATION.***This premier conference is tailored for accounting and auditing professionals seeking to elevate their skills and stay ahead in a rapidly evolving industry. Gain valuable knowledge, discover the latest trends and technologies that are transforming the field, and connect with peers. Don't miss this opportunity to turbocharge your learning journey and network with industry leaders who are driving innovation and excellence.  Enjoy LCPA's discounted rate at the Ritz-Carlton when you reserve your room by July 26th. Day 1: Thursday, August 22   8:00 – 8:50 am Technical Accounting Update Candace "Candy" Wright, CPA, CFF • Eisner Amper • Baton Rouge, LA This session will provide you with information on new and proposed standards from the FASB as well as an update on thier "projects in the pipeline". We will also discuss an overview of recent GASB and Private Company Council (PCC) activities. 8:50 – 9:50 am How Do I Know if I'm in the SSARS Michael Brand, CPA, CGMA • BMSS Advisors & CPAs • Huntsville, AL This will be an interactive session that provides practical guidance to practitioners who continue to question when the SSARS apply.? While the session will focus on the preparation engagement in accordance with AR-C 70, we will also look at other engagements included in the SSARS and their applicability.  9:50 – 10:10 am Break  10:10 – 11:50 am  Risk Assessment Case Studies Jeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LA Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA Michael Brand, CPA, CGMA • BMSS Advisors & CPAs • Huntsville, AL  11:50 am – 12:50 pm Lunch  12:50 – 2:30 pm  Audit Virtually, Connect Personally: Best Practices for CPAs Nene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LA Trish Thibodeau, CPA • LaPorte?CPAs?&?Business?Advisors • Metairie, LA Patrick Brandau, CPA • Deloitte & Touche LLP • New Orleans, LA Robert “Scott” Champagne, CPA • Ernst & Young, LLP • New Orleans, LA James Wiltenmuth, CPA • Eisner Amper • Metairie, LA  2:30 – 2:50 pm Break  2:50 – 4:20 pm Secure Act 2.0 Update Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA    SPECIAL RATES AT THE RITZ-CARLTON NEW ORLEANSExperience the world-class service in the heart of the city at The Ritz-Carlton, New Orleans. We've negotiated a special rate of $145/night just for A&A Conference attendees. This rate is good through July 26, 2024, or until the room block sells out. Click here to make your reservation or Call (800) 826-8987 to mention the LCPA Accounting and Auditing Conference for the group rate.

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***NEW DATE. SAME GREAT LOCATION.***This premier conference is tailored for accounting and auditing professionals seeking to elevate their skills and stay ahead in a rapidly evolving industry. Gain valuable knowledge, discover the latest trends and technologies that are transforming the field, and connect with peers. Don't miss this opportunity to turbocharge your learning journey and network with industry leaders who are driving innovation and excellence.  Enjoy LCPA's discounted rate at the Ritz-Carlton when you reserve your room by July 26th. Day 1: Thursday, August 22   8:00 – 8:50 am Technical Accounting Update Candace "Candy" Wright, CPA, CFF • Eisner Amper • Baton Rouge, LA This session will provide you with information on new and proposed standards from the FASB as well as an update on thier "projects in the pipeline". We will also discuss an overview of recent GASB and Private Company Council (PCC) activities. 8:50 – 9:50 am How Do I Know if I'm in the SSARS Michael Brand, CPA, CGMA • BMSS Advisors & CPAs • Huntsville, AL This will be an interactive session that provides practical guidance to practitioners who continue to question when the SSARS apply.? While the session will focus on the preparation engagement in accordance with AR-C 70, we will also look at other engagements included in the SSARS and their applicability.  9:50 – 10:10 am Break  10:10 – 11:50 am  Risk Assessment Case Studies Jeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LA Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA Michael Brand, CPA, CGMA • BMSS Advisors & CPAs • Huntsville, AL  11:50 am – 12:50 pm Lunch  12:50 – 2:30 pm  Audit Virtually, Connect Personally: Best Practices for CPAs Nene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LA Trish Thibodeau, CPA • LaPorte?CPAs?&?Business?Advisors • Metairie, LA Patrick Brandau, CPA • Deloitte & Touche LLP • New Orleans, LA Robert “Scott” Champagne, CPA • Ernst & Young, LLP • New Orleans, LA James Wiltenmuth, CPA • Eisner Amper • Metairie, LA  2:30 – 2:50 pm Break  2:50 – 4:20 pm Secure Act 2.0 Update Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA   Day 2: Friday, August 23  7:30 – 8:00 am Check-In & Continental Breakfast  8:00 – 8:50 am Professional Issues Update Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA  8:50 – 9:50 am  NIL: The New Era of College AthleticsTaylor Jacobs • LSU Athletics • Baton Rouge, LA 9:50 – 10:10 Break  10:10 – 11:50 am Navigating New Frontiers: AI Innovations Transforming the CPA Landscape Henry Hays • DisruptREADY • Baton Rouge, LA Henry Hays will demystify the burgeoning role of Artificial Intelligence in the CPA industry. With a blend of foundational insights and dynamic real-life case studies, Henry's presentation will illuminate how AI is not just a futuristic vision but a present reality reshaping accounting practices. Attendees will gain a clear understanding of how AI technologies are being integrated into daily CPA operations to enhance accuracy, efficiency, and strategic decision-making. This session promises to equip industry professionals with the knowledge and inspiration to harness AI tools in their own practices, ensuring they stay at the cutting edge of their field.  11:50 am – 12:50 pm Lunch  12:50 – 2:30 pm The Quality Management Standards J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA In June 2022 the AICPA Auditing Standards Board adopted three new standards to be effective December 15, 2025.  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.  2:30 – 2:50 pm Break  2:50 – 4:20 Cybersecurity Update Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA Attackers are using social engineering to trick users into compromising their own systems, usually via email or text.? This session will look at how to identify and subsequently respond to potential attacks.? We will cover identity theft, working remotely securely and will also take an up to date look at current scams that are targeting businesses on a daily basis. SPECIAL RATES AT THE RITZ-CARLTON NEW ORLEANSExperience the world-class service in the heart of the city at The Ritz-Carlton, New Orleans. We've negotiated a special rate of $145/night just for A&A Conference attendees. This rate is good through July 26, 2024, or until the room block sells out. Click here to make your reservation or Call (800) 826-8987 to mention the LCPA Accounting and Auditing Conference for the group rate.

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***NEW DATE. SAME GREAT LOCATION.***This premier conference is tailored for accounting and auditing professionals seeking to elevate their skills and stay ahead in a rapidly evolving industry. Gain valuable knowledge, discover the latest trends and technologies that are transforming the field, and connect with peers. Don't miss this opportunity to turbocharge your learning journey and network with industry leaders who are driving innovation and excellence.   Enjoy LCPA's discounted rate at the Ritz-Carlton when you reserve your room by July 26th. Day 2: Friday, August 23  7:30 – 8:00 am Check-In & Continental Breakfast  8:00 – 8:50 am Professional Issues Update Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA  8:50 – 9:50 am  NIL: The New Era of College AthleticsTaylor Jacobs • LSU Athletics • Baton Rouge, LA 9:50 – 10:10 Break  10:10 – 11:50 am Navigating New Frontiers: AI Innovations Transforming the CPA Landscape Henry Hays • DisruptREADY • Baton Rouge, LA Henry Hays will demystify the burgeoning role of Artificial Intelligence in the CPA industry. With a blend of foundational insights and dynamic real-life case studies, Henry's presentation will illuminate how AI is not just a futuristic vision but a present reality reshaping accounting practices. Attendees will gain a clear understanding of how AI technologies are being integrated into daily CPA operations to enhance accuracy, efficiency, and strategic decision-making. This session promises to equip industry professionals with the knowledge and inspiration to harness AI tools in their own practices, ensuring they stay at the cutting edge of their field.  11:50 am – 12:50 pm Lunch  12:50 – 2:30 pm The Quality Management Standards J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA In June 2022 the AICPA Auditing Standards Board adopted three new standards to be effective December 15, 2025.  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.  2:30 – 2:50 pm Break  2:50 – 4:20 Cybersecurity Update Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA Attackers are using social engineering to trick users into compromising their own systems, usually via email or text.? This session will look at how to identify and subsequently respond to potential attacks.? We will cover identity theft, working remotely securely and will also take an up to date look at current scams that are targeting businesses on a daily basis. SPECIAL RATES AT THE RITZ-CARLTON NEW ORLEANSExperience the world-class service in the heart of the city at The Ritz-Carlton, New Orleans. We've negotiated a special rate of $145/night just for A&A Conference attendees. This rate is good through July 26, 2024, or until the room block sells out. Click here to make your reservation or Call (800) 826-8987 to mention the LCPA Accounting and Auditing Conference for the group rate.

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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 sustainability and 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 • Louisiana Alliance for Nonprofits • Baton Rouge, 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 • Ericksen Krentel • New Orleans, 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 Ritz-Carlton 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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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. 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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