CPE Catalog+Events

Get a healthy dose of financial expertise at our Medical & Healthcare Workshop. Address the biggest issues in healthcare finance and accounting at this special event! Immerse yourself in cutting-edge advancements, participate in hands-on workshops, and engage with a panel of experienced practitioners. Connect with peers, expand your knowledge, and be inspired. Secure your spot today! 7:30-8:00am Registration, Breakfast, and Welcome. 8:00 – 8:50 am  Latest Trends and Challenges in Health InsuranceMichael Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LA  8:50 – 9:40 am  LHA Update Kevin Bridwell • Louisiana Hospital Association • Baton Rouge, LA  9:40 - 10:00 am Break 10:00 – 11:15 am   Data Analytics Vanessa Graham, CPA • Vgraham, LLC • Baton Rouge, LA  11:15 am – 12:05 pm LDH Hot TopicsMichael Harrington • Secretary – Louisiana Department of Health • Baton Rouge, LA 12:05 – 1:05 pm Lunch  1:05 – 1:55 pm   Panel: Hot Topics in Healthcare Management Kendall Johnson, CPA • General Health System / Baton Rouge General Medical Center • Baton Rouge, LA Shunn Phillips, CPA • The Baton Rouge Clinic • Baton Rouge, LA Andrew Lofaso, CPA • Legacy Hospice • Baton Rouge, LA  1:55 – 2:05 pm Break  2:05 – 3:30 pm Valuation of Data Assets Marc Katsanis, CPA, ABV, CFA • Chaffe & Associates, Inc. • New Orleans, LA 3:30 – 4:20  Cybersecurity in Healthcare Paul Douglas, CISA, CCSFP, CHQP, CDPSE • Eisner Amper • Baton Rouge, LA

Join us for an immersive conference designed to guide you through the intricate world of governmental accounting and auditing. The information and insights you’ll gain throughout this event will light the way and help you navigate the most complex paths of AI integration, breach solutions, evolving auditing standards, and fraud prevention strategies. Our attendees rank the ability to connect with LLA staff as one of the biggest benefits of attending this conference, however, we will also broadcast the sessions online for those who are unable to attend in person. Enjoy LCPA's discounted rate at the Hilton Baton Rouge when you reserve your room by October 21. Conference Agenda DAY 1: Thursday, November 7    7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 8:50 am Legislative Auditor Update Michael J. “Mike” Waguespack, CPA • Louisiana Legislative Auditor • Baton Rouge, LA Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Mike Waguespack and Diane Allison will discuss hot topics in governmental accounting and auditing, including state and national trends, LLA initiatives and reporting requirements, and more..  8:50 – 10:00 am Single Audit and Yellow Book Updates Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA 10:00 – 10:20 am Break/Visit Exhibitors  10:20 – 11:20 am GASB Update Dean Michael Mead, CGFM• Carr, Riggs & Ingram, LLC • Enterprise, AL  11:20 am – 12:10 pm  Cybersecurity and Technology Update Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA  12:10 – 1:10 pm  Lunch/Visit Exhibitors  1:10 – 2:50 pm The Fraud Course J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  2:50-3:10 pm Break/Visit Exhibitors  3:10 – 4:20 pm Risk Assessment:  Are You Compliant with SAS 145? Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA   

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Join us for an immersive conference designed to guide you through the intricate world of governmental accounting and auditing. The information and insights you’ll gain throughout this event will light the way and help you navigate the most complex paths of AI integration, breach solutions, evolving auditing standards, and fraud prevention strategies. Our attendees rank the ability to connect with LLA staff as one of the biggest benefits of attending this conference, however, we will also broadcast the sessions online for those who are unable to attend in person. Conference Agenda DAY 1: Thursday, November 7    7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 8:50 am Legislative Auditor Update Michael J. “Mike” Waguespack, CPA • Louisiana Legislative Auditor • Baton Rouge, LA Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Mike Waguespack and Diane Allison will discuss hot topics in governmental accounting and auditing, including state and national trends, LLA initiatives and reporting requirements, and more..  8:50 – 10:00 am Single Audit and Yellow Book Updates  Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA  10:00 – 10:20 am Break/Visit Exhibitors  10:20 – 11:20 am GASB Update Dean Michael Mead, CGFM• Carr, Riggs & Ingram, LLC • Enterprise, AL  11:20 am – 12:10 pm  Cybersecurity and Technology Update Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA  12:10 – 1:10 pm  Lunch/Visit Exhibitors  1:10 – 2:50 pm The Fraud Course J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  2:50-3:10 pm Break/Visit Exhibitors  3:10 – 4:20 pm Risk Assessment:  Are You Compliant with SAS 145 Standard? Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA 

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Join us for an immersive conference designed to guide you through the intricate world of governmental accounting and auditing. The information and insights you’ll gain throughout this event will light the way and help you navigate the most complex paths of AI integration, breach solutions, evolving auditing standards, and fraud prevention strategies. Our attendees rank the ability to connect with LLA staff as one of the biggest benefits of attending this conference, however, we will also broadcast the sessions online for those who are unable to attend in person. Enjoy LCPA's discounted rate at the Hilton Baton Rouge when you reserve your room by October 21. Conference Agenda DAY 1: Thursday, November 7    7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 8:50 am Legislative Auditor Update Michael J. “Mike” Waguespack, CPA • Louisiana Legislative Auditor • Baton Rouge, LA Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Mike Waguespack and Diane Allison will discuss hot topics in governmental accounting and auditing, including state and national trends, LLA initiatives and reporting requirements, and more..  8:50 – 10:00 am Single Audit and Yellow Book Updates Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA 10:00 – 10:20 am Break/Visit Exhibitors  10:20 – 11:20 am GASB Update Dean Michael Mead, CGFM• Carr, Riggs & Ingram, LLC • Enterprise, AL  11:20 am – 12:10 pm  Cybersecurity and Technology Update Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA  12:10 – 1:10 pm  Lunch/Visit Exhibitors  1:10 – 2:50 pm The Fraud Course J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  2:50-3:10 pm Break/Visit Exhibitors  3:10 – 4:20 pm Risk Assessment:  Are You Compliant with SAS 145? Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA Single Audit and Yellow Book Updates Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA   DAY 2: Friday, November 8  7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 9:30 am Real Life Situtations: Lessons Learned Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA  9:40 – 10:00 am  Break/Visit Exhibitors  10:00 – 10:50 am Auditing Standards Update J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  10:50 – 11:40 am AI Chatbots: The New Excel  Steven Kraemer • Louisiana Legislative Auditor’s Office • Baton Rouge, LA In this session, you will discover how AI chatbots, like Excel, can become an indispensable tool in government accounting and auditing. Imagine having a smart assistant that helps you write letters and emails, draft audit findings, conduct research, brainstorm ideas, prepare for presentations, clean and analyze data, and even write Excel formulas and code. Through practical examples, you will see how integrating AI chatbots into your work can make you more efficient and effective.  11:40 am – 12:40 pm Lunch/Visit Exhibitors  12:40 – 1:30 pm Legal Update: Hot Topics & Interesting Cases Jenifer Schaye, JD, CFE • General Counsel – Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will focus on public laws that affect political subdivisions in Louisiana. There will be a special emphasis on significant changes in the Open Meetings Law, Public Bid Law, Lawrason Act, fiduciary responsibilities, and issues surrounding fiscal administration and dissolution.  1:30 – 2:20 pm  Overcoming Bank Breaches Frances Dufrene • Bonvenu Bank • Bossier City, LA Dawn Bastarche • Bonvenu Bank • Bossier City, LA  2:20 – 2:40 pm Break/Visit Exhibitors  2:40 – 3:30 pm Clarity and Compliance: Enhancing Auditor-Client Communication Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Tiffani M. Dorsa, CPA • Eisner Amper • Baton Rouge, LA Auditing standards require certain communications between the auditor and client, but, when all is said and done, does the client really?understand its findings, financial position, results of operations, and other results of the annual audit? Has the message been effectively communicated and received? This session will include a review of communications required by the auditing standards as well as principles of effective communication with the goal of?providing tips to enhance communication skills so that the client truly understands, on their level, the results of the annual audit.  3:30 – 4:20 pm Comprehensive Overview of the Uniform Sales Tax Collection Schedule and the Judicial System Funding Schedule Barry Kelly, MBA, CIA• Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation explores the essential elements of the Uniform Sales Tax Collection Schedule (Act 669) and the Judicial System Funding Schedule (Act 87). Attendees will acquire a comprehensive understanding of how to complete these schedules. The session will also address the significant updates to the Act 87 schedules.  

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Join us for an immersive conference designed to guide you through the intricate world of governmental accounting and auditing. The information and insights you’ll gain throughout this event will light the way and help you navigate the most complex paths of AI integration, breach solutions, evolving auditing standards, and fraud prevention strategies. Our attendees rank the ability to connect with LLA staff as one of the biggest benefits of attending this conference, however, we will also broadcast the sessions online for those who are unable to attend in person. Conference Agenda DAY 1: Thursday, November 7    7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 8:50 am Legislative Auditor Update Michael J. “Mike” Waguespack, CPA • Louisiana Legislative Auditor • Baton Rouge, LA Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Mike Waguespack and Diane Allison will discuss hot topics in governmental accounting and auditing, including state and national trends, LLA initiatives and reporting requirements, and more..  8:50 – 10:00 am Single Audit and Yellow Book Updates Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA  10:00 – 10:20 am Break/Visit Exhibitors  10:20 – 11:20 am GASB Update Dean Michael Mead, CGFM• Carr, Riggs & Ingram, LLC • Enterprise, AL  11:20 am – 12:10 pm  Cybersecurity and Technology Update Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA  12:10 – 1:10 pm  Lunch/Visit Exhibitors  1:10 – 2:50 pm The Fraud Course J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  2:50-3:10 pm Break/Visit Exhibitors  3:10 – 4:20 pm Risk Assessment:  Are You Compliant with SAS 145? Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA   DAY 2: Friday, November 8  7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 9:30 am Real Life Situtations: Lessons Learned Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA  9:40 – 10:00 am  Break/Visit Exhibitors  10:00 – 10:50 am Auditing Standards Update J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  10:50 – 11:40 am AI Chatbots: The New Excel  Steven Kraemer • Louisiana Legislative Auditor’s Office • Baton Rouge, LA In this session, you will discover how AI chatbots, like Excel, can become an indispensable tool in government accounting and auditing. Imagine having a smart assistant that helps you write letters and emails, draft audit findings, conduct research, brainstorm ideas, prepare for presentations, clean and analyze data, and even write Excel formulas and code. Through practical examples, you will see how integrating AI chatbots into your work can make you more efficient and effective.  11:40 am – 12:40 pm Lunch/Visit Exhibitors  12:40 – 1:30 pm Legal Update: Hot Topics & Interesting Cases Jenifer Schaye, JD, CFE • General Counsel – Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will focus on public laws that affect political subdivisions in Louisiana. There will be a special emphasis on significant changes in the Open Meetings Law, Public Bid Law, Lawrason Act, fiduciary responsibilities, and issues surrounding fiscal administration and dissolution.  1:30 – 2:20 pm  Overcoming Bank Breaches Frances Dufrene • Bonvenu Bank • Bossier City, LA Dawn Bastarche • Bonvenu Bank • Bossier City, LA  2:20 – 2:40 pm Break/Visit Exhibitors  2:40 – 3:30 pm Clarity and Compliance: Enhancing Auditor-Client Communication Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Tiffani M. Dorsa, CPA • Eisner Amper • Baton Rouge, LA Auditing standards require certain communications between the auditor and client, but, when all is said and done, does the client really?understand its findings, financial position, results of operations, and other results of the annual audit? Has the message been effectively communicated and received? This session will include a review of communications required by the auditing standards as well as principles of effective communication with the goal of?providing tips to enhance communication skills so that the client truly understands, on their level, the results of the annual audit.  3:30 – 4:20 pm Comprehensive Overview of the Uniform Sales Tax Collection Schedule and the Judicial System Funding Schedule Barry Kelly, MBA, CIA• Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation explores the essential elements of the Uniform Sales Tax Collection Schedule (Act 669) and the Judicial System Funding Schedule (Act 87). Attendees will acquire a comprehensive understanding of how to complete these schedules. The session will also address the significant updates to the Act 87 schedules.  

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Join us for an immersive conference designed to guide you through the intricate world of governmental accounting and auditing. The information and insights you’ll gain throughout this event will light the way and help you navigate the most complex paths of AI integration, breach solutions, evolving auditing standards, and fraud prevention strategies. Our attendees rank the ability to connect with LLA staff as one of the biggest benefits of attending this conference, however, we will also broadcast the sessions online for those who are unable to attend in person. Enjoy LCPA's discounted rate at the Hilton Baton Rouge when you reserve your room by October 21. Conference Agenda DAY 2: Friday, November 8  7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 9:30 am Real Life Situtations: Lessons Learned Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA  9:40 – 10:00 am  Break/Visit Exhibitors  10:00 – 10:50 am Auditing Standards Update J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  10:50 – 11:40 am AI Chatbots: The New Excel  Steven Kraemer • Louisiana Legislative Auditor’s Office • Baton Rouge, LA In this session, you will discover how AI chatbots, like Excel, can become an indispensable tool in government accounting and auditing. Imagine having a smart assistant that helps you write letters and emails, draft audit findings, conduct research, brainstorm ideas, prepare for presentations, clean and analyze data, and even write Excel formulas and code. Through practical examples, you will see how integrating AI chatbots into your work can make you more efficient and effective.  11:40 am – 12:40 pm Lunch/Visit Exhibitors  12:40 – 1:30 pm Legal Update: Hot Topics & Interesting Cases Jenifer Schaye, JD, CFE • General Counsel – Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will focus on public laws that affect political subdivisions in Louisiana. There will be a special emphasis on significant changes in the Open Meetings Law, Public Bid Law, Lawrason Act, fiduciary responsibilities, and issues surrounding fiscal administration and dissolution.  1:30 – 2:20 pm  Overcoming Bank Breaches Frances Dufrene • Bonvenu Bank • Bossier City, LA Dawn Bastarche • Bonvenu Bank • Bossier City, LA  2:20 – 2:40 pm Break/Visit Exhibitors  2:40 – 3:30 pm Clarity and Compliance: Enhancing Auditor-Client Communication Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Tiffani M. Dorsa, CPA • Eisner Amper • Baton Rouge, LA Auditing standards require certain communications between the auditor and client, but, when all is said and done, does the client really?understand its findings, financial position, results of operations, and other results of the annual audit? Has the message been effectively communicated and received? This session will include a review of communications required by the auditing standards as well as principles of effective communication with the goal of?providing tips to enhance communication skills so that the client truly understands, on their level, the results of the annual audit.  3:30 – 4:20 pm Comprehensive Overview of the Uniform Sales Tax Collection Schedule and the Judicial System Funding Schedule Barry Kelly, MBA, CIA• Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation explores the essential elements of the Uniform Sales Tax Collection Schedule (Act 669) and the Judicial System Funding Schedule (Act 87). Attendees will acquire a comprehensive understanding of how to complete these schedules. The session will also address the significant updates to the Act 87 schedules.  

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Join us for an immersive conference designed to guide you through the intricate world of governmental accounting and auditing. The information and insights you’ll gain throughout this event will light the way and help you navigate the most complex paths of AI integration, breach solutions, evolving auditing standards, and fraud prevention strategies. Our attendees rank the ability to connect with LLA staff as one of the biggest benefits of attending this conference, however, we will also broadcast the sessions online for those who are unable to attend in person. Conference Agenda  DAY 2: Friday, November 8  7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 9:30 am Real Life Situtations: Lessons Learned Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA  9:40 – 10:00 am  Break/Visit Exhibitors  10:00 – 10:50 am Auditing Standards Update J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  10:50 – 11:40 am AI Chatbots: The New Excel  Steven Kraemer • Louisiana Legislative Auditor’s Office • Baton Rouge, LA In this session, you will discover how AI chatbots, like Excel, can become an indispensable tool in government accounting and auditing. Imagine having a smart assistant that helps you write letters and emails, draft audit findings, conduct research, brainstorm ideas, prepare for presentations, clean and analyze data, and even write Excel formulas and code. Through practical examples, you will see how integrating AI chatbots into your work can make you more efficient and effective.  11:40 am – 12:40 pm Lunch/Visit Exhibitors  12:40 – 1:30 pm Legal Update: Hot Topics & Interesting Cases Jenifer Schaye, JD, CFE • General Counsel – Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will focus on public laws that affect political subdivisions in Louisiana. There will be a special emphasis on significant changes in the Open Meetings Law, Public Bid Law, Lawrason Act, fiduciary responsibilities, and issues surrounding fiscal administration and dissolution.  1:30 – 2:20 pm  Overcoming Bank Breaches Frances Dufrene • Bonvenu Bank • Bossier City, LA Dawn Bastarche • Bonvenu Bank • Bossier City, LA  2:20 – 2:40 pm Break/Visit Exhibitors  2:40 – 3:30 pm Clarity and Compliance: Enhancing Auditor-Client Communication Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Tiffani M. Dorsa, CPA • Eisner Amper • Baton Rouge, LA Auditing standards require certain communications between the auditor and client, but, when all is said and done, does the client really?understand its findings, financial position, results of operations, and other results of the annual audit? Has the message been effectively communicated and received? This session will include a review of communications required by the auditing standards as well as principles of effective communication with the goal of?providing tips to enhance communication skills so that the client truly understands, on their level, the results of the annual audit.  3:30 – 4:20 pm Comprehensive Overview of the Uniform Sales Tax Collection Schedule and the Judicial System Funding Schedule Barry Kelly, MBA, CIA• Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation explores the essential elements of the Uniform Sales Tax Collection Schedule (Act 669) and the Judicial System Funding Schedule (Act 87). Attendees will acquire a comprehensive understanding of how to complete these schedules. The session will also address the significant updates to the Act 87 schedules.  

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One of the key roles of human resources is to harness the full potential of an organization's most valuable asset – its people. This conference will give you tools and strategies to unlock the hidden talents and capabilities of your workforce, while keep the organization compliant with current rules and regulations. This workshop is specifically designed for CPAs and corporate accounting and finance professionals who also have HR responsibilities, or who serve as the outsourced "HR person" for multiple organizations. WORKSHOP AGENDA 8:00 – 8:25 am Registration & Continental Breakfast  8:25 – 8:30 am Welcome & Opening Remarks  8:30 – 9:20 am Artificial Intelligence: What is it and how can it benefit you? Les Nettleton • Retired - Bourgeois Bennett, LLC • Metairie, LA This session will explain what Artificial Intelligence is and how you can integrate it into your daily life.? We will look at some real world examples of AI.? We will also look at what AI tools like ChatGPT?can do for you.  9:20 – 10:10 am Why Civility Creates a Better Workplace Sara Grace Sirera, Esq. • Ogletree Deakins • New Orleans, LA  10:10 – 10:25 am Break  10:25 – 11:45 am Talent Management, Performance, Providing Feedback, Compensation, Leadership Best Practices, Talent Acquisition, Retention Strategies Jim Schneider, CPA, CIA • Personnel Consulting Group • Metairie, LA   11:45 am – 12:30 pm Lunch  12:30 – 1:40pm What is New and What is on The Horizon for 2025? Mag Bickford, JD • McGlinchey Stafford • New Orleans, LA  1:40 – 2:30 pm Counting on Talent: Solving the Accounting Pipeline Problem Bridget Kaigler, CPA, CGMA • Chair, LCPA 2024 – 2025 Founder/CEO, Bringing Leadership Back, LLC • Baton Rouge, LA This session addresses the critical issue of the accounting talent pipeline, focusing on the challenges faced by the industry in attracting, developing, and retaining skilled professionals. It’s a going concern, posing a risk to firms and organizations ability to mitigate disruption, maintain financial integrity and compliance. Advances in technology, automation, and the increased demand of working remotely add pressure to leaders to maintain high functioning teams while rethinking what is flexibility in the workplace.   We will delve into the underlying causes of the pipeline problem, including education gaps, lack of diversity, and the competitive landscape for top talent. Candid conversations will offer practical insight into leveraging opportunities to remain resilient while promoting the accounting profession and attracting new talent.   The learning objectives are:  • Discuss current landscape of the accounting profession and pipeline challenges. • Identify factors contributing to the accounting talent pipeline problem. • Recognize the impact of diverse teams and purposeful leadership.  • Explore the benefits of upskilling and reskilling while embracing technology and automation. • Develop strategies and grassroots campaigns to promote and advocate for the accounting profession.  • Learn more about the National Pipeline Advisory Group and opportunities to participate.    2:30 – 2:45 pm Break  2:45 – 3:35 pm How Benchmarking Can Assist Your Strategic Benefits Planning Bill Crombrie • Partner/SVP- USI • New Orleans, LA Join Bill Crombie, Louisiana Practice Leader, as he educates us on why benchmarking your benefits offering every year is critical in a competitive labor market. Employers will face increased pressure from the employee benefits expense line, which will be fraught with challenges over the next 12 to 24 months. However, eliminating or drastically reducing benefits can seriously undermine employee morale and make it challenging to attract the workers you need for your organization’s continued success. We’ll discuss:• Why is Benchmarking Important?• Why we Struggle to Find the Right Balance for Benefits Programs• Cost of Benefits vs. Cost of Turnover• How to Examine Your Existing Plans  3:35 – 4:25 pm It’s a Remote Possibility: Methods of Managing Remote/Hybrid Staff & Best Practices for Outsourcing or Offshoring Stafford Wood, APR • Founder/President- Covalent Logic • Baton Rouge, LA 

Ready for another round of top-tier learning? The Winter Cluster is back at the stunning Beau Rivage Resort & Casino, offering world-class CPE in a world-class setting. Join us and dive into today's biggest issues with our most experienced and award-winning speakers. It’s your chance to elevate your performance and take your game to the next level. We’d love to see you there! Enjoy LCPA's discounted rate at the Beau Rivage when you reserve your room by October 30. CONFERENCE AGENDA DAY ONE: THURSDAY, NOVEMBER 21  7:30am Registration & Continental Breakfast  8:00am – 9:40am  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.  9:40am – 10:00am Break  10:00am – 11:40am  A&A Update  Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA This course will cover recently issued standards that relate to United States GAAP and performance of auditing through preparation engagements. You will learn how to account for crypto currency and hear about the top peer review issues. Join us to get the most up to date information from the AA world.  11:40am – 12:40pm Lunch (included)  12:40pm – 2:20pm Maximizing Personal Productivity: Strategies for Getting More Done in Less Time  Sandy Michelet, SHRM-SCP, SPHR • Sparkhound • Baton Rouge, LA Regardless of your role, maximizing productivity is crucial. This session offers practical strategies for enhancing personal efficiency through effective time management, focus techniques, and the latest productivity tools. Learn how to streamline your workflow, maintain a healthy work-life balance, and sustain high productivity levels.  2:20 – 2:40pm Break  2:30 – 4:20pm  Creating a Cybersecurity Awareness Culture Justin Headley, CPA, CISSP, CISA, CRISC • Warren Averett • Birmingham, AL Organizations continue to be plagued with cyber attacks that are now costing millions of dollars on average and hackers always appear to be one step ahead on protections in place. In this session we will discuss the latest attack method, real world cyber stories as well as the importance of establishing a strong cyber awareness culture. Additionally, we will highlight some best practice IT controls for utilizing and managing your use of AI as well as controls to help prevent, detect and respond to cyber incidents.  DAY TWO: FRIDAY, NOVEMBER 22  7:30am  Continental Breakfast  8:00am – 9:40am Handbooks and Hot TopicsMag Bickford, JD • McGlinchey Stafford • New Orleans, LASusanne Veters Cooper, JD, LLM • McGlinchey Stafford • New Orleans, LA This session will address best practices in today’s employee handbooks and hot topics in Employment law, such as the Pregnancy Workers Fairness Act, pay equity, reskilling and upskilling employees, addressing the mental health of employees, the hybrid/remote workforce, the future of vaccination policies, pending non-compete legislation, the Americans with Disabilities Act (ADA), and Fair Labor Standards Act (FLSA), upcoming matters for the Supreme Court and politics in the workplace and more.  Bring your questions for a lively discussion.  9:40 – 10:00am Break 10:00 - 11:40 amHot Tax Topics Post ElectionGreg Booth, CPA • EisnerAmper • Metairie, LA This session will cover tax planning opportunities for the 2024 year end and beyond.  We will discuss the tax implications of the election and potential changes to tax law under the new administration.    

Power up your knowledge at this year’s Energy Conference, formerly known as the Oil & Gas Conference. Dive into the evolving landscape of the energy sector, including oil, gas, and beyond. With top industry experts leading the way, this event equips you with insights and strategies to stay ahead in one of the state’s most critical industries. Whether you’re directly involved in energy or not, the takeaways will spark opportunities for all professionals.  DAY ONE: Thursday, December 5  8:00 am Registration Opens  8:25 am Welcome/Opening Remarks  8:30 – 9:00 am Oil and Gas Industry Update Mike Moncla • President – Louisiana Oil & Gas Association • Baton Rouge, LA  9:00 – 10:00 am Recent Developments in Mineral Law Kyle Polozola, JD • Kean Miller • Lafayette, LA  10:00 – 10:20 am Break  10:20 – 11:20 am Elections Have Consequences - Federal Tax Update John Schmidt, CGMA, CPA, MBA, PFS • Pelican Tax & Consulting CPA, LLC • Shreveport, LA  11:20 am – 12:10 pm Department of Energy and Natural Resources Update Tyler Gray • Secretary – Louisiana Department of Energy and Natural Resources • Baton Rouge, LA   12:10 – 1:10 pm Lunch (included)  1:10 – 2:40 pm Energy Update Dr. Mark Zappi, PE • Professor of Chemical Engineering - University of Louisiana Lafayette • Lafayette, LA  2:40 – 3:00 pm Break  3:00 – 3:50 pm Global Expansion Opportunities Thomas Elliott, CPA, CGMA • Loadmaster Industries • Broussard, LADavid Russell • Loadmaster Industries • Broussard, LA  3:50 – 4:50 pm Carbon Capture Update Mark Dore • Kean Miller • Lafayette, LA 

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Power up your knowledge at this year’s Energy Conference, formerly known as the Oil & Gas Conference. Dive into the evolving landscape of the energy sector, including oil, gas, and beyond. With top industry experts leading the way, this event equips you with insights and strategies to stay ahead in one of the state’s most critical industries. Whether you’re directly involved in energy or not, the takeaways will spark opportunities for all professionals.  DAY ONE: Thursday, December 5  8:00 am Registration Opens  8:25 am Welcome/Opening Remarks  8:30 – 9:00 am Oil and Gas Industry Update Mike Moncla • President – Louisiana Oil & Gas Association • Baton Rouge, LA  9:00 – 10:00 am Recent Developments in Mineral Law Kyle Polozola, JD • Kean Miller • Lafayette, LA  10:00 – 10:20 am Break  10:20 – 11:20 am Elections Have Consequences - Federal Tax Update John Schmidt, CGMA, CPA, MBA, PFS • Pelican Tax & Consulting CPA, LLC • Shreveport, LA  11:20 am – 12:10 pm Department of Energy and Natural Resources Update Tyler Gray • Secretary – Louisiana Department of Energy and Natural Resources • Baton Rouge, LA   12:10 – 1:10 pm Lunch (included)  1:10 – 2:40 pm Energy Update Dr. Mark Zappi, PE • Professor of Chemical Engineering - University of Louisiana Lafayette • Lafayette, LA  2:40 – 3:00 pm Break  3:00 – 3:50 pm Global Expansion Opportunities Thomas Elliott, CPA, CGMA • Loadmaster Industries • Broussard, LADavid Russell • Loadmaster Industries • Broussard, LA 3:50 – 4:50 pm Carbon Capture Update Mark Dore • Kean Miller • Lafayette, LA    DAY TWO: Friday, December 6  7:30 am Registration Opens  7:55 am Opening Remarks  8:00 – 9:00 am COPAS Mike Cougevan • Vice President – Martindale Consultants, Inc. • Denver, CO  9:00 – 10:00 am Technology Update, including Artificial Intelligence Les Nettleton • Retired- Bourgeois Bennett • New Orleans, LA  10:0 – 10:20 am Break  10:20 –11:35 am State Tax Update: Property, Sales and Income Brandon Lagarde, CPA, JD, LLM • EisnerAmper LLP • Baton Rouge, LA  11:35 am – 12:35 pm Lunch  12:35 – 1:55 pm Gulf Coast Energy Update Greg Upton, PhD • Louisiana State University • Baton Rouge, LA  1:55 – 2:45 pm   Employment Law Update E. Fredrick Preis, Jr., JD • Breazeale, Sachse & Wilson, LLP • New Orleans, LA 2:45 – 3:05 pm Break  3:05 – 4:20 pm   Economic Update Stephen Morgan • Senior Vice President, Investment Director – Hancock Whitney Asset Management • New Orleans, LA    

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Power up your knowledge at this year’s Energy Conference, formerly known as the Oil & Gas Conference. Dive into the evolving landscape of the energy sector, including oil, gas, and beyond. With top industry experts leading the way, this event equips you with insights and strategies to stay ahead in one of the state’s most critical industries. Whether you’re directly involved in energy or not, the takeaways will spark opportunities for all professionals. DAY TWO: Friday, December 6  7:30 am Registration Opens  7:55 am Opening Remarks  8:00 – 9:00 am COPAS Mike Cougevan • Vice President – Martindale Consultants, Inc. • Denver, CO  9:00 – 10:00 am Technology Update, including Artificial Intelligence  Les Nettleton • Retired- Bourgeois Bennett • New Orleans, LA  10:0 – 10:20 am Break  10:20 –11:35 am State Tax Update: Property, Sales and Income Brandon Lagarde, CPA, JD, LLM • EisnerAmper LLP • Baton Rouge, LA  11:35 am – 12:35 pm Lunch  12:35 – 1:55 pm Gulf Coast Energy Update Greg Upton, PhD • Louisiana State University • Baton Rouge, LA  1:55 – 2:45 pm   Employment Law Update E. Fredrick Preis, Jr., JD • Breazeale, Sachse & Wilson, LLP • New Orleans, LA 2:45 – 3:05 pm Break  3:05 – 4:20 pm   Economic Update Stephen Morgan • Senior Vice President, Investment Director – Hancock Whitney Asset Management • New Orleans, LA 

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. CONFERENCE AGENDA:THURSDAY, DECEMBER 127:45 am Registration Opens8:30 – 9:30 amIndividual Tax UpdateGina Rachel, CPA • EisnerAmper • Metairie, LA9:30 – 10:20 amBird’s Eye View: National SALT Trends to WatchJeff Birdsong, JD • Jones Walker • New Orleans, LAWhether you practice solely in Louisiana or provide advice on a multi-state basis, nationwide state and local tax developments will impact your practice. Stay ahead of the curve with this presentation on trends in multi-state taxation, including recent rulings, legislation, and regulatory action.10:20 – 10:40 am Break/Visit Exhibitors10:40 – 11:30 am State of the StateRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA11:30 am – 12:30 pmCorporate Transparency ActMelissa Wiley, JD • Lowenstein Sandler • Washington, DC12:30 – 1:30 pm Lunch/Visit Exhibitors1:30 – 2:30 pmOverview of TrustsMiriam Henry, JD • Jones Walker • New Orleans, LA2:30 – 3:30 pmCracking Down on Abusive Tax Transactions and Tax Evasion: A Comprehensive Overview of DOJ Tax & IRS Enforcement Hot Zones.  Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX3:30 – 3:50 pm Break/Visit Exhibitors3:50 – 4:50 pmStrategical Issue in the Evolving ERC Enforcement ArenaHale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GA

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. CONFERENCE AGENDA:THURSDAY, DECEMBER 127:45 am Registration Opens8:30 – 9:30 amIndividual Tax UpdateGina Rachel, CPA • EisnerAmper • Metairie, LA9:30 – 10:20 amBird’s Eye View: National SALT Trends to WatchJeff Birdsong, JD • Jones Walker • New Orleans, LAWhether you practice solely in Louisiana or provide advice on a multi-state basis, nationwide state and local tax developments will impact your practice. Stay ahead of the curve with this presentation on trends in multi-state taxation, including recent rulings, legislation, and regulatory action.10:20 – 10:40 am Break/Visit Exhibitors10:40 – 11:30 am State of the StateRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA11:30 am – 12:30 pmCorporate Transparency ActMelissa Wiley, JD • Lowenstein Sandler • Washington, DC12:30 – 1:30 pm Lunch/Visit Exhibitors1:30 – 2:30 pmOverview of TrustsMiriam Henry, JD • Jones Walker • New Orleans, LA2:30 – 3:30 pmCracking Down on Abusive Tax Transactions and Tax Evasion: A Comprehensive Overview of DOJ Tax & IRS Enforcement Hot Zones.  Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX3:30 – 3:50 pm Break/Visit Exhibitors3:50 – 4:50 pmStrategical Issue in the Evolving ERC Enforcement ArenaHale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GA

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. CONFERENCE AGENDA:THURSDAY, DECEMBER 127:45 am Registration Opens8:30 – 9:30 amIndividual Tax UpdateGina Rachel, CPA • EisnerAmper • Metairie, LA9:30 – 10:20 amBird’s Eye View: National SALT Trends to WatchJeff Birdsong, JD • Jones Walker • New Orleans, LAWhether you practice solely in Louisiana or provide advice on a multi-state basis, nationwide state and local tax developments will impact your practice. Stay ahead of the curve with this presentation on trends in multi-state taxation, including recent rulings, legislation, and regulatory action.10:20 – 10:40 am Break/Visit Exhibitors10:40 – 11:30 am State of the StateRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA11:30 am – 12:30 pmCorporate Transparency ActMelissa Wiley, JD • Lowenstein Sandler • Washington, DC12:30 – 1:30 pm Lunch/Visit Exhibitors1:30 – 2:30 pmOverview of TrustsMiriam Henry, JD • Jones Walker • New Orleans, LA2:30 – 3:30 pmCracking Down on Abusive Tax Transactions and Tax Evasion: A Comprehensive Overview of DOJ Tax & IRS Enforcement Hot Zones.  Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX3:30 – 3:50 pm Break/Visit Exhibitors3:50 – 4:50 pmStrategical Issue in the Evolving ERC Enforcement ArenaHale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GAFRIDAY, DECEMBER 137:30 am Registration Opens8:00 – 9:00 amBusiness Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA9:00 – 10:10 amLouisiana Tax Developments, Are We in for Major Changes, or Not?Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThis presentation will cover the legislative, judicial, and administrative Louisiana state and local tax developments of 2024, as well as a discussion of the potential state tax reform.   There will also be a focus on the Louisiana net capital gain deduction and the ins and outs of that individual income tax provision. 10:10 – 10:30 am Break/Visit Exhibitors10:30 – 11:30 amPlanning for the Decline in the Estate Tax Basic Exclusion AmountRaymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LAThis session will focus on advance planning for the potential drop in the basic estate exclusion amount in 2026. 11:30 am – 12:30 pm  Lunch/Visit Exhibitors12:30 – 1:30 pmArtificial Intelligence, CoPilot, and Chat GPT: Uses, Risks, and Security Concerns.Les Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LAThis session will look at Artificial Intelligence in today's world.  We will look into Microsoft Copilot and ChatGPT, including how they can be used, what are the risks involved and will address security concerns.  We will end with a Technology Update.1:30 – 2:20 pmAccounting Malpractice: Survival Techniques and Red FlagsBrooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LA2:20 – 2:40 pm Break/Prize Drawings2:40 – 3:30 pmNavigating the Evolving Tax Landscape: Legislative Updates and TCJA Implications for Louisiana CPA FirmsTyler Noesser • Alliant Group •  Houston, TX3:30 – 4:30 pmPass Through EntityJ. Benjamin Warren Jr., JD, LLM • Warren & Baker, LLC • Shreveport, LA

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. CONFERENCE AGENDA:THURSDAY, DECEMBER 127:45 am Registration Opens8:30 – 9:30 amIndividual Tax UpdateGina Rachel, CPA • EisnerAmper • Metairie, LA9:30 – 10:20 amBird’s Eye View: National SALT Trends to WatchJeff Birdsong, JD • Jones Walker • New Orleans, LAWhether you practice solely in Louisiana or provide advice on a multi-state basis, nationwide state and local tax developments will impact your practice. Stay ahead of the curve with this presentation on trends in multi-state taxation, including recent rulings, legislation, and regulatory action.10:20 – 10:40 am Break/Visit Exhibitors10:40 – 11:30 am State of the StateRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA11:30 am – 12:30 pmCorporate Transparency ActMelissa Wiley, JD • Lowenstein Sandler • Washington, DC12:30 – 1:30 pm Lunch/Visit Exhibitors1:30 – 2:30 pmOverview of TrustsMiriam Henry, JD • Jones Walker • New Orleans, LA2:30 – 3:30 pmCracking Down on Abusive Tax Transactions and Tax Evasion: A Comprehensive Overview of DOJ Tax & IRS Enforcement Hot Zones.  Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX3:30 – 3:50 pm Break/Visit Exhibitors3:50 – 4:50 pmStrategical Issue in the Evolving ERC Enforcement ArenaHale E. Sheppard, Esq. • Chamberlain, Hrdlicka, White, Williams & Aughtry • Atlanta, GAFRIDAY, DECEMBER 137:30 am Registration Opens8:00 – 9:00 amBusiness Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA9:00 – 10:10 amLouisiana Tax Developments, Are We in for Major Changes, or Not?Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThis presentation will cover the legislative, judicial, and administrative Louisiana state and local tax developments of 2024, as well as a discussion of the potential state tax reform.   There will also be a focus on the Louisiana net capital gain deduction and the ins and outs of that individual income tax provision. 10:10 – 10:30 am Break/Visit Exhibitors10:30 – 11:30 amPlanning for the Decline in the Estate Tax Basic Exclusion AmountRaymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LAThis session will focus on advance planning for the potential drop in the basic estate exclusion amount in 2026. 11:30 am – 12:30 pm  Lunch/Visit Exhibitors12:30 – 1:30 pmArtificial Intelligence, CoPilot, and Chat GPT: Uses, Risks, and Security Concerns.Les Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LAThis session will look at Artificial Intelligence in today's world.  We will look into Microsoft Copilot and ChatGPT, including how they can be used, what are the risks involved and will address security concerns.  We will end with a Technology Update.1:30 – 2:20 pmAccounting Malpractice: Survival Techniques and Red FlagsBrooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LA2:20 – 2:40 pm Break/Prize Drawings2:40 – 3:30 pmNavigating the Evolving Tax Landscape: Legislative Updates and TCJA Implications for Louisiana CPA FirmsTyler Noesser • Alliant Group •  Houston, TX3:30 – 4:30 pmPass Through EntityJ. Benjamin Warren Jr., JD, LLM • Warren & Baker, LLC • Shreveport, LA

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. CONFERENCE AGENDA:FRIDAY, DECEMBER 137:30 am Registration Opens8:00 – 9:00 amBusiness Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA9:00 – 10:10 amLouisiana Tax Developments, Are We in for Major Changes, or Not?Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThis presentation will cover the legislative, judicial, and administrative Louisiana state and local tax developments of 2024, as well as a discussion of the potential state tax reform.   There will also be a focus on the Louisiana net capital gain deduction and the ins and outs of that individual income tax provision. 10:10 – 10:30 am Break/Visit Exhibitors10:30 – 11:30 amPlanning for the Decline in the Estate Tax Basic Exclusion AmountRaymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LAThis session will focus on advance planning for the potential drop in the basic estate exclusion amount in 2026. 11:30 am – 12:30 pm  Lunch/Visit Exhibitors12:30 – 1:30 pmArtificial Intelligence, CoPilot, and Chat GPT: Uses, Risks, and Security Concerns.Les Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LAThis session will look at Artificial Intelligence in today's world.  We will look into Microsoft Copilot and ChatGPT, including how they can be used, what are the risks involved and will address security concerns.  We will end with a Technology Update.1:30 – 2:20 pmAccounting Malpractice: Survival Techniques and Red FlagsBrooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LA2:20 – 2:40 pm Break/Prize Drawings2:40 – 3:30 pmNavigating the Evolving Tax Landscape: Legislative Updates and TCJA Implications for Louisiana CPA FirmsTyler Noesser • Alliant Group •  Houston, TX3:30 – 4:30 pmPass Through EntityJ. Benjamin Warren Jr., JD, LLM • Warren & Baker, LLC • Shreveport, LA

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THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. CONFERENCE AGENDA:FRIDAY, DECEMBER 137:30 am Registration Opens8:00 – 9:00 amBusiness Tax UpdateBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA9:00 – 10:10 amLouisiana Tax Developments, Are We in for Major Changes, or Not?Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LAThis presentation will cover the legislative, judicial, and administrative Louisiana state and local tax developments of 2024, as well as a discussion of the potential state tax reform.   There will also be a focus on the Louisiana net capital gain deduction and the ins and outs of that individual income tax provision. 10:10 – 10:30 am Break/Visit Exhibitors10:30 – 11:30 amPlanning for the Decline in the Estate Tax Basic Exclusion AmountRaymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LAThis session will focus on advance planning for the potential drop in the basic estate exclusion amount in 2026. 11:30 am – 12:30 pm  Lunch/Visit Exhibitors12:30 – 1:30 pmArtificial Intelligence, CoPilot, and Chat GPT: Uses, Risks, and Security Concerns.Les Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LAThis session will look at Artificial Intelligence in today's world.  We will look into Microsoft Copilot and ChatGPT, including how they can be used, what are the risks involved and will address security concerns.  We will end with a Technology Update.1:30 – 2:20 pmAccounting Malpractice: Survival Techniques and Red FlagsBrooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LA2:20 – 2:40 pm Break/Prize Drawings2:40 – 3:30 pmNavigating the Evolving Tax Landscape: Legislative Updates and TCJA Implications for Louisiana CPA FirmsTyler Noesser • Alliant Group •  Houston, TX3:30 – 4:30 pmPass Through EntityJ. Benjamin Warren Jr., JD, LLM • Warren & Baker, LLC • Shreveport, LA

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