CPE Catalog+Events

Our comprehensive, easy-to-search list of all LCPA-sponsored courses helps you find exactly what you're looking for, or even a course on a new topic to expand your competencies.  TIP: When doing multiple searches for different events, be sure to clear filters between searches.

Showing 44 Conferences & Workshops Results

State and Local Tax Workshop

August 6, 2021 8:00am - 4:20pm

Baton Rouge

8.00 Credits

So much of our state and local tax environment is impacted by the legislative session, we wait until it’s over to finalize the agenda to make sure we cover all relevant changes. The result is a perfectly timed, comprehensive lineup of the state’s foremost tax leaders all gathered in one place. You’ll get a Louisiana Department of Revenue update from Secretary Kimberly Lewis, and hear what’s new with the Board of Tax Appeals from vice chair Cade Cole. The agenda also includes legislative and tax updates, and litigation news. As a bonus, several Louisiana Department of Revenue representatives attend this event so it’s a great way to make some connections, and get your questions answered. Note: This event is also being presented virtually/online. CLICK HERE to register for the webcast option. CLE: 6.67 credits (Tax Specialization)

State and Local Tax Workshop Webcast

August 6, 2021 8:00am - 4:20pm

Online/Webcast

8.00 Credits

Note: This is the ONLINE/WEBCAST version of this workshop. CLICK HERE to register for the in-person option. So much of our state and local tax environment is impacted by the legislative session, we wait until it’s over to finalize the agenda to make sure we cover all relevant changes. The result is a perfectly timed, comprehensive lineup of the state’s foremost tax leaders all gathered in one place. You’ll get a Louisiana Department of Revenue update from Secretary Kimberly Lewis, and hear what’s new with the Board of Tax Appeals from vice chair Cade Cole. The agenda also includes legislative and tax updates, and litigation news. As a bonus, several Louisiana Department of Revenue representatives attend this event so it’s a great way to make some connections, and get your questions answered. CLE: 6.67 credits (Tax Specialization)

Business & Industry Conference - Day 1 Only

August 12, 2021 8:00am - 4:20pm

New Orleans

8.00 Credits

Note: This is the IN-PERSON option for DAY ONE ONLY. To register for the online/webcast option, click here. This summer, we’re bringing the Business & Industry Conference back to New Orleans! It’s the largest gathering of industry accountants and finance leaders in the state – and there has never been a better time to get together with your peers and discuss all you’ve learned in the past year. We’ve also brought together a lineup of some of the industry’s best speakers to give you the information and inspiration to move forward with confidence. We can’t wait to see you there.  Thursday, August 12 7:30 – 8:00 am Registration & Continental Breakfast 8:00 – 9:30 am COVID Recovery & the Energy Transition Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA What do the data show on Louisiana's recovery from the March 2020 shutdown? Are there differences across industries and MSAs? The Biden Administration has fossil fuels in its crosshairs. What are the implications for the state and what are the "gateways" to EVs replacing the internal combustion engine? 9:30 – 9:50 am Break 9:50 – 10:40 am The Investment Rationale for Cryptocurrencies Sean McCarthy, CFA • Wells Fargo • Scottsdale, AZ 10:40 – 11:50 am   Federal Tax Update Gina Rachel, CPA • Postlethwaite & Netterville • Metairie, LA COVID, Stimulus, Rescue, Infrastructure. How will these impact taxes and what can we expect next?  11:50 am – 12:50 pm Lunch (provided)12:50 – 2:00 pm  Maximizing Your Remote Team Stafford Wood, APR • Founder/President – Covalent Logic • Baton Rouge, LA  Recently featured in the Baton Rouge Business Report for her creative management during COVID-19, Stafford Wood will lead this interactive presentation on how she was able to transition her team to 100% remote work, gaining efficiencies, improving employee satisfaction and engagement while maintaining profits, collaboration, and customer relationships. Resistant to work-from-home models for 15 years, learn how the necessity of the past year made her a believer and discover some tips and techniques you can use immediately in your own business enterprise. 2:00 – 2:50 pm The Road to Real Reform Jason Decuir, MBA, JD, LLM • Advantous Consulting • Baton Rouge, LA This session will give you a comprehensive overview of recent Louisiana tax reform efforts leading up to the 2021 legislative session, as well as the fundamentals of the tax reform package that was put forth, and the impact these changes could have to Louisiana’s overall business tax climate.  2:50 – 3:10 pm Break 3:10 – 4:20 pm  Financial and Accounting Reporting Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA With many standards delayed due to COVID-19, the FASB has slowed from the normal pace of new standards. This session will focus on standards that will be effective for 2021 and 2022, as well as provide an update of FASB Projects.

Business & Industry Conference - Day 1 Only - Webcast

August 12, 2021 8:00am - 4:20pm

Online/Webcast

8.00 Credits

Note: This is the WEBCAST option for this conference. To register for the in-person option in New Orleans, click here. The last year taught us a lot. Almost every industry was forced to make big changes – and quickly. While some adjustments were uncomfortable, some were well worth the effort and made the organization stronger and more agile. The Business & Industry Conference features visionary leaders sharing best practices for success in n ever-changing world.   Thursday, August 12 7:30 – 8:00 am Registration & Continental Breakfast 8:00 – 9:30 am COVID Recovery & the Energy Transition Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA What do the data show on Louisiana's recovery from the March 2020 shutdown? Are there differences across industries and MSAs? The Biden Administration has fossil fuels in its crosshairs. What are the implications for the state and what are the "gateways" to EVs replacing the internal combustion engine? 9:30 – 9:50 am Break 9:50 – 10:40 am The Investment Rationale for Cryptocurrencies Sean McCarthy, CFA • Wells Fargo • Scottsdale, AZ 10:40 – 11:50 am   Federal Tax Update Gina Rachel, CPA • Postlethwaite & Netterville • Metairie, LA COVID, Stimulus, Rescue, Infrastructure. How will these impact taxes and what can we expect next?  11:50 am – 12:50 pm Lunch (provided)12:50 – 2:00 pm  Maximizing Your Remote Team Stafford Wood, APR • Founder/President – Covalent Logic • Baton Rouge, LA  Recently featured in the Baton Rouge Business Report for her creative management during COVID-19, Stafford Wood will lead this interactive presentation on how she was able to transition her team to 100% remote work, gaining efficiencies, improving employee satisfaction and engagement while maintaining profits, collaboration, and customer relationships. Resistant to work-from-home models for 15 years, learn how the necessity of the past year made her a believer and discover some tips and techniques you can use immediately in your own business enterprise. 2:00 – 2:50 pm The Road to Real Reform Jason Decuir, MBA, JD, LLM • Advantous Consulting • Baton Rouge, LA This session will give you a comprehensive overview of recent Louisiana tax reform efforts leading up to the 2021 legislative session, as well as the fundamentals of the tax reform package that was put forth, and the impact these changes could have to Louisiana’s overall business tax climate.  2:50 – 3:10 pm Break 3:10 – 4:20 pm  Financial and Accounting Reporting Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA With many standards delayed due to COVID-19, the FASB has slowed from the normal pace of new standards. This session will focus on standards that will be effective for 2021 and 2022, as well as provide an update of FASB Projects.

Business & Industry Conference - Both Days

August 12, 2021 8:00am - August 13, 2021 4:30pm

New Orleans

16.00 Credits

Note: This is the IN-PERSON option for this conference. To register for the online/webcast option, click here. This summer, we’re bringing the Business & Industry Conference back to New Orleans! It’s the largest gathering of industry accountants and finance leaders in the state – and there has never been a better time to get together with your peers and discuss all you’ve learned in the past year. We’ve also brought together a lineup of some of the industry’s best speakers to give you the information and inspiration to move forward with confidence. We can’t wait to see you there.  Thursday, August 12 7:30 – 8:00 am Registration & Continental Breakfast 8:00 – 9:30 am COVID Recovery & the Energy Transition Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA What do the data show on Louisiana's recovery from the March 2020 shutdown? Are there differences across industries and MSAs? The Biden Administration has fossil fuels in its crosshairs. What are the implications for the state and what are the "gateways" to EVs replacing the internal combustion engine? 9:30 – 9:50 am Break 9:50 – 10:40 am The Investment Rationale for Cryptocurrencies Sean McCarthy, CFA • Wells Fargo • Scottsdale, AZ 10:40 – 11:50 am   Federal Tax Update Gina Rachel, CPA • Postlethwaite & Netterville • Metairie, LA COVID, Stimulus, Rescue, Infrastructure. How will these impact taxes and what can we expect next?  11:50 am – 12:50 pm Lunch (provided)12:50 – 2:00 pm  Maximizing Your Remote Team Stafford Wood, APR • Founder/President – Covalent Logic • Baton Rouge, LA  Recently featured in the Baton Rouge Business Report for her creative management during COVID-19, Stafford Wood will lead this interactive presentation on how she was able to transition her team to 100% remote work, gaining efficiencies, improving employee satisfaction and engagement while maintaining profits, collaboration, and customer relationships. Resistant to work-from-home models for 15 years, learn how the necessity of the past year made her a believer and discover some tips and techniques you can use immediately in your own business enterprise. 2:00 – 2:50 pm The Road to Real Reform Jason Decuir, MBA, JD, LLM • Advantous Consulting • Baton Rouge, LA This session will give you a comprehensive overview of recent Louisiana tax reform efforts leading up to the 2021 legislative session, as well as the fundamentals of the tax reform package that was put forth, and the impact these changes could have to Louisiana’s overall business tax climate.  2:50 – 3:10 pm Break 3:10 – 4:20 pm  Financial and Accounting Reporting Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA With many standards delayed due to COVID-19, the FASB has slowed from the normal pace of new standards. This session will focus on standards that will be effective for 2021 and 2022, as well as provide an update of FASB Projects. Friday, August 13 8:00 – 9:20 am   Returning to the Office in the New Normal Mag Bickford, JD • McGlinchey Stafford • New Orleans, LA COVID-19 has presented new questions for employers since March of 2019. The current focus is on how to return to the office where infection rates are declining but legal issues impact office practices for its employees. Other issues such vaccinations in the workplace, exposure liabilities, filling vacant positions, and competing for qualified employees in these novel times must also be analyzed. This presentation will identify the issues and illustrate best practices moving forward in our new world. 9:20 – 9:40 am Break 9:40 – 10:30 am  What Do We Have Here Once the Smoke Clears: Louisiana Tax Reform Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA The Louisiana legislature made clear that the 2021 fiscal session would address state tax reform as a major item. This presentation will address the items that were successfully enacted as part of that tax reform effort. It will also cover any other current Louisiana state and local tax developments that should be of interest to attendees.10:30 – 11:50 am  The Future of the Profession: Big Ideas and Bold MovesRon Gitz, CPA, CGMA • CEO/Executive Director – LCPA •Kenner, LA Lisa Traina, CPA, CITP, CGMA • CapinTech • Baton Rouge, LAMany of the core values and key services of the CPA profession haven’t changed in decades, making us one of the most trusted professions on the planet. However, the scope of services and the way in which they are delivered continues to evolve. LCPA CEO Ron Gitz and visionary firm leader Lisa Traina will outline current trends in the profession, what we’ll need to do to continue growth and success in the future, and how you can be part of the evolution. 11:50 am – 12:50 pm Lunch (provided)12:50 – 2:20 pmI’m Still Standing: The Bull Recovers in 2021Steve Chiavarone, CFA • Federated Hermes • New York, NY 2:20 – 2:40 pm Break 2:40 – 3:40 pm Whatever You’re Doing, It’s Not Enough Stacey Gautreau • Dow • Baton Rouge, LA After implementing their US Apprenticeship Program, Dow recognized the diversity gap continued to exist in their applicant pool. To address these gaps, Dow, in partnership with Terry Simmons and Company, developed the Dow Leadership Academy. The results have been inspiriting, and more needs to be done.  3:40 – 4:30 pm Covid 19: Where Are We Now and Where Are We Going?  Steven Procopio, PhD • Public Affairs Research Council of Louisiana • Baton Rouge, LA The COVID-19 pandemic was a once-in-a-generation event. What does the data tell us about how COVID affected Louisiana and where might we be heading? What have we learned and what myths still persist?

Business & Industry Conference - Both Days - Webcast

August 12, 2021 8:00am - August 13, 2021 4:30pm

Online/Webcast

16.00 Credits

Note: This is the WEBCAST option for this conference. To register for the in-person option in New Orleans, click here. The last year taught us a lot. Almost every industry was forced to make big changes – and quickly. While some adjustments were uncomfortable, some were well worth the effort and made the organization stronger and more agile. The Business & Industry Conference features visionary leaders sharing best practices for success in n ever-changing world.   Thursday, August 12 7:30 – 8:00 am Registration & Continental Breakfast 8:00 – 9:30 am COVID Recovery & the Energy Transition Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA What do the data show on Louisiana's recovery from the March 2020 shutdown? Are there differences across industries and MSAs? The Biden Administration has fossil fuels in its crosshairs. What are the implications for the state and what are the "gateways" to EVs replacing the internal combustion engine? 9:30 – 9:50 am Break 9:50 – 10:40 am The Investment Rationale for Cryptocurrencies Sean McCarthy, CFA • Wells Fargo • Scottsdale, AZ 10:40 – 11:50 am   Federal Tax Update Gina Rachel, CPA • Postlethwaite & Netterville • Metairie, LA COVID, Stimulus, Rescue, Infrastructure. How will these impact taxes and what can we expect next?  11:50 am – 12:50 pm Lunch (provided)12:50 – 2:00 pm  Maximizing Your Remote Team Stafford Wood, APR • Founder/President – Covalent Logic • Baton Rouge, LA  Recently featured in the Baton Rouge Business Report for her creative management during COVID-19, Stafford Wood will lead this interactive presentation on how she was able to transition her team to 100% remote work, gaining efficiencies, improving employee satisfaction and engagement while maintaining profits, collaboration, and customer relationships. Resistant to work-from-home models for 15 years, learn how the necessity of the past year made her a believer and discover some tips and techniques you can use immediately in your own business enterprise. 2:00 – 2:50 pm The Road to Real Reform Jason Decuir, MBA, JD, LLM • Advantous Consulting • Baton Rouge, LA This session will give you a comprehensive overview of recent Louisiana tax reform efforts leading up to the 2021 legislative session, as well as the fundamentals of the tax reform package that was put forth, and the impact these changes could have to Louisiana’s overall business tax climate.  2:50 – 3:10 pm Break 3:10 – 4:20 pm  Financial and Accounting Reporting Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA With many standards delayed due to COVID-19, the FASB has slowed from the normal pace of new standards. This session will focus on standards that will be effective for 2021 and 2022, as well as provide an update of FASB Projects. Friday, August 13 8:00 – 9:20 am   Returning to the Office in the New Normal Mag Bickford, JD • McGlinchey Stafford • New Orleans, LA COVID-19 has presented new questions for employers since March of 2019. The current focus is on how to return to the office where infection rates are declining but legal issues impact office practices for its employees. Other issues such vaccinations in the workplace, exposure liabilities, filling vacant positions, and competing for qualified employees in these novel times must also be analyzed. This presentation will identify the issues and illustrate best practices moving forward in our new world. 9:20 – 9:40 am Break 9:40 – 10:30 am  What Do We Have Here Once the Smoke Clears: Louisiana Tax Reform Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA The Louisiana legislature made clear that the 2021 fiscal session would address state tax reform as a major item. This presentation will address the items that were successfully enacted as part of that tax reform effort. It will also cover any other current Louisiana state and local tax developments that should be of interest to attendees.10:30 – 11:50 am  The Future of the Profession: Big Ideas and Bold MovesRon Gitz, CPA, CGMA • CEO/Executive Director – LCPA •Kenner, LA Lisa Traina, CPA, CITP, CGMA • CapinTech • Baton Rouge, LAMany of the core values and key services of the CPA profession haven’t changed in decades, making us one of the most trusted professions on the planet. However, the scope of services and the way in which they are delivered continues to evolve. LCPA CEO Ron Gitz and visionary firm leader Lisa Traina will outline current trends in the profession, what we’ll need to do to continue growth and success in the future, and how you can be part of the evolution. 11:50 am – 12:50 pm Lunch (provided)12:50 – 2:20 pmI’m Still Standing: The Bull Recovers in 2021Steve Chiavarone, CFA • Federated Hermes • New York, NY 2:20 – 2:40 pm Break 2:40 – 3:40 pm Whatever You’re Doing, It’s Not Enough Stacey Gautreau • Dow • Baton Rouge, LA After implementing their US Apprenticeship Program, Dow recognized the diversity gap continued to exist in their applicant pool. To address these gaps, Dow, in partnership with Terry Simmons and Company, developed the Dow Leadership Academy. The results have been inspiriting, and more needs to be done.  3:40 – 4:30 pm Covid 19: Where Are We Now and Where Are We Going?  Steven Procopio, PhD • Public Affairs Research Council of Louisiana • Baton Rouge, LA The COVID-19 pandemic was a once-in-a-generation event. What does the data tell us about how COVID affected Louisiana and where might we be heading? What have we learned and what myths still persist?

Business & Industry Conference - Day 2 Only

August 13, 2021 8:00am - 4:30pm

New Orleans

8.00 Credits

Note: This is the IN-PERSON option for DAY TWO ONLY. To register for the online/webcast option, click here. This summer, we’re bringing the Business & Industry Conference back to New Orleans! It’s the largest gathering of industry accountants and finance leaders in the state – and there has never been a better time to get together with your peers and discuss all you’ve learned in the past year. We’ve also brought together a lineup of some of the industry’s best speakers to give you the information and inspiration to move forward with confidence. We can’t wait to see you there.  Friday, August 13 8:00 – 9:20 am   Returning to the Office in the New Normal Mag Bickford, JD • McGlinchey Stafford • New Orleans, LA COVID-19 has presented new questions for employers since March of 2019. The current focus is on how to return to the office where infection rates are declining but legal issues impact office practices for its employees. Other issues such vaccinations in the workplace, exposure liabilities, filling vacant positions, and competing for qualified employees in these novel times must also be analyzed. This presentation will identify the issues and illustrate best practices moving forward in our new world. 9:20 – 9:40 am Break 9:40 – 10:30 am  What Do We Have Here Once the Smoke Clears: Louisiana Tax Reform Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA The Louisiana legislature made clear that the 2021 fiscal session would address state tax reform as a major item. This presentation will address the items that were successfully enacted as part of that tax reform effort. It will also cover any other current Louisiana state and local tax developments that should be of interest to attendees.10:30 – 11:50 am  The Future of the Profession: Big Ideas and Bold MovesRon Gitz, CPA, CGMA • CEO/Executive Director – LCPA •Kenner, LA Lisa Traina, CPA, CITP, CGMA • CapinTech • Baton Rouge, LAMany of the core values and key services of the CPA profession haven’t changed in decades, making us one of the most trusted professions on the planet. However, the scope of services and the way in which they are delivered continues to evolve. LCPA CEO Ron Gitz and visionary firm leader Lisa Traina will outline current trends in the profession, what we’ll need to do to continue growth and success in the future, and how you can be part of the evolution. 11:50 am – 12:50 pm Lunch (provided)12:50 – 2:20 pmI’m Still Standing: The Bull Recovers in 2021Steve Chiavarone, CFA • Federated Hermes • New York, NY 2:20 – 2:40 pm Break 2:40 – 3:40 pm Whatever You’re Doing, It’s Not Enough Stacey Gautreau • Dow • Baton Rouge, LA After implementing their US Apprenticeship Program, Dow recognized the diversity gap continued to exist in their applicant pool. To address these gaps, Dow, in partnership with Terry Simmons and Company, developed the Dow Leadership Academy. The results have been inspiriting, and more needs to be done.  3:40 – 4:30 pm Covid 19: Where Are We Now and Where Are We Going?  Steven Procopio, PhD • Public Affairs Research Council of Louisiana • Baton Rouge, LA The COVID-19 pandemic was a once-in-a-generation event. What does the data tell us about how COVID affected Louisiana and where might we be heading? What have we learned and what myths still persist?

Business & Industry Conference - Day 2 Only Webcast

August 13, 2021 8:00am - 4:30pm

Online/Webcast

8.00 Credits

Note: This is the WEBCAST option for DAY TWO ONLY. To register for the in-person option in New Orleans, click here. The last year taught us a lot. Almost every industry was forced to make big changes – and quickly. While some adjustments were uncomfortable, some were well worth the effort and made the organization stronger and more agile. The Business & Industry Conference features visionary leaders sharing best practices for success in n ever-changing world.   Friday, August 13 8:00 – 9:20 am   Returning to the Office in the New Normal Mag Bickford, JD • McGlinchey Stafford • New Orleans, LA COVID-19 has presented new questions for employers since March of 2019. The current focus is on how to return to the office where infection rates are declining but legal issues impact office practices for its employees. Other issues such vaccinations in the workplace, exposure liabilities, filling vacant positions, and competing for qualified employees in these novel times must also be analyzed. This presentation will identify the issues and illustrate best practices moving forward in our new world. 9:20 – 9:40 am Break 9:40 – 10:30 am  What Do We Have Here Once the Smoke Clears: Louisiana Tax Reform Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA The Louisiana legislature made clear that the 2021 fiscal session would address state tax reform as a major item. This presentation will address the items that were successfully enacted as part of that tax reform effort. It will also cover any other current Louisiana state and local tax developments that should be of interest to attendees.10:30 – 11:50 am  The Future of the Profession: Big Ideas and Bold MovesRon Gitz, CPA, CGMA • CEO/Executive Director – LCPA •Kenner, LA Lisa Traina, CPA, CITP, CGMA • CapinTech • Baton Rouge, LAMany of the core values and key services of the CPA profession haven’t changed in decades, making us one of the most trusted professions on the planet. However, the scope of services and the way in which they are delivered continues to evolve. LCPA CEO Ron Gitz and visionary firm leader Lisa Traina will outline current trends in the profession, what we’ll need to do to continue growth and success in the future, and how you can be part of the evolution. 11:50 am – 12:50 pm Lunch (provided)12:50 – 2:20 pmI’m Still Standing: The Bull Recovers in 2021Steve Chiavarone, CFA • Federated Hermes • New York, NY 2:20 – 2:40 pm Break 2:40 – 3:40 pm Whatever You’re Doing, It’s Not Enough Stacey Gautreau • Dow • Baton Rouge, LA After implementing their US Apprenticeship Program, Dow recognized the diversity gap continued to exist in their applicant pool. To address these gaps, Dow, in partnership with Terry Simmons and Company, developed the Dow Leadership Academy. The results have been inspiriting, and more needs to be done.  3:40 – 4:30 pm Covid 19: Where Are We Now and Where Are We Going?  Steven Procopio, PhD • Public Affairs Research Council of Louisiana • Baton Rouge, LA The COVID-19 pandemic was a once-in-a-generation event. What does the data tell us about how COVID affected Louisiana and where might we be heading? What have we learned and what myths still persist?

Accounting and Auditing Conference - Day 1 Only

August 19, 2021 8:00am - 4:20pm

New Orleans

8.00 Credits

Note: This is the IN-PERSON option for DAY ONE ONLY. To see all registration options, click here. The auditing world is going through an evolution/metamorphosis/total transformation. Technology is transforming the way audits are done, the information they are able to collect, and how that data is used to change business practices. Not to mention, there have been substantial changes to accounting standards that are crucial to understand and implement. The A&A Conference tackles these changes by bringing you up to speed on new standards and highlighting the trends and best practices that are revolutionizing A&A.Thursday, August 197:30 - 8:00 am Registration and Continental Breakfast 8:00 – 8:50 amUnpacking the Global EconomyStephen Morgan • Director of Investment Solutions – Hancock Whitney Asset Management • New Orleans, LAAfter more than a year of disruption and recovery, the landscape of the global economy has undergone tectonic shifts. In this presentation, we’ll examine the new lay of the land, how businesses, policy makers and the general population is navigating it. We’ll then unpack what that means for the path of the economy and markets.8:50 – 9:40 amSPAC AttackVanessa Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates • New Orleans, LASpecial Purpose Acquisition Companies are one of the hottest trends hitting Wall Street. Learn the history and rise of this backwards IPO and how to approach the valuation of a SPAC.9:40 – 10:00 am Break10:00 – 11:40 am Practical Tips for Adoption of the Lease StandardAnne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAWalk through the practical application of the accounting for the adoption of the lease standard. See steps and tips for both lessors and lessees using real life examples of leases that many small businesses are party to.11:40 am – 12:40 pm Lunch (provided)12:40 – 1:30 pm Auditing & Attestation Standards UpdateJeremy Thibodeaux, CPA, CFE • Ericksen Krentel • New Orleans, LABig changes are on the way regarding auditing and attestation standards, mainly concerning reporting and evidence. Join us for this session where we assess the implications of the new standards and look ahead to what the ASB (Auditing Standards Board) has in its pipeline as we continue to modernize auditing and attestation standards.1:30 – 2:20 pmPrivate Company Reporting UpdateCandace "Candy" Wright, CPA, CFF • Postlethwaite & Netterville • Baton Rouge, LA2:20 – 2:40 pm  Break2:40 – 3:30 pmNot-for-Profit Accounting UpdateElaine Garvey, CPA • Postlethwaite & Netterville • Metairie, LAJoin Elaine Garvey to learn about recent GAAP updates impacting not-for-profit accounting and reporting. 3:30 – 4:20 pmSAS 136: Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISABonnie Marcantel, CPA, CCIFP • Postlethwaite & Netterville • Baton Rouge, LAEmployee benefit plan auditors will be required to implement this new auditing standard for December 31, 2021, plan year-ends. Limited scope audits will be rebranded as a Section 103(a)(3)(C) audit. This session will cover an overview of changes to reporting as well as required practice implementations. 

Accounting and Auditing Conference - Day 1 Only Webcast

August 19, 2021 8:00am - 4:20pm

Online/Webcast

8.00 Credits

Note: This is the ONLINE/WEBCAST option for DAY ONE ONLY. To see all registration options, click here. The auditing world is going through an evolution/metamorphosis/total transformation. Technology is transforming the way audits are done, the information they are able to collect, and how that data is used to change business practices. Not to mention, there have been substantial changes to accounting standards that are crucial to understand and implement. The A&A Conference tackles these changes by bringing you up to speed on new standards and highlighting the trends and best practices that are revolutionizing A&A.Thursday, August 197:30 - 8:00 am Registration and Continental Breakfast 8:00 – 8:50 amUnpacking the Global EconomyStephen Morgan • Director of Investment Solutions – Hancock Whitney Asset Management • New Orleans, LAAfter more than a year of disruption and recovery, the landscape of the global economy has undergone tectonic shifts. In this presentation, we’ll examine the new lay of the land, how businesses, policy makers and the general population is navigating it. We’ll then unpack what that means for the path of the economy and markets.8:50 – 9:40 amSPAC AttackVanessa Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates • New Orleans, LASpecial Purpose Acquisition Companies are one of the hottest trends hitting Wall Street. Learn the history and rise of this backwards IPO and how to approach the valuation of a SPAC.9:40 – 10:00 am Break10:00 – 11:40 am Practical Tips for Adoption of the Lease StandardAnne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAWalk through the practical application of the accounting for the adoption of the lease standard. See steps and tips for both lessors and lessees using real life examples of leases that many small businesses are party to.11:40 am – 12:40 pm Lunch (provided)12:40 – 1:30 pm Auditing & Attestation Standards UpdateJeremy Thibodeaux, CPA, CFE • Ericksen Krentel • New Orleans, LABig changes are on the way regarding auditing and attestation standards, mainly concerning reporting and evidence. Join us for this session where we assess the implications of the new standards and look ahead to what the ASB (Auditing Standards Board) has in its pipeline as we continue to modernize auditing and attestation standards.1:30 – 2:20 pmPrivate Company Reporting UpdateCandace "Candy" Wright, CPA, CFF • Postlethwaite & Netterville • Baton Rouge, LA2:20 – 2:40 pm  Break2:40 – 3:30 pmNot-for-Profit Accounting UpdateElaine Garvey, CPA • Postlethwaite & Netterville • Metairie, LAJoin Elaine Garvey to learn about recent GAAP updates impacting not-for-profit accounting and reporting. 3:30 – 4:20 pmSAS 136: Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISABonnie Marcantel, CPA, CCIFP • Postlethwaite & Netterville • Baton Rouge, LAEmployee benefit plan auditors will be required to implement this new auditing standard for December 31, 2021, plan year-ends. Limited scope audits will be rebranded as a Section 103(a)(3)(C) audit. This session will cover an overview of changes to reporting as well as required practice implementations.

Accounting and Auditing Conference - Both Days

August 19, 2021 8:00am - August 20, 2021 4:20pm

New Orleans

16.00 Credits

Note: This is the IN-PERSON TWO-DAY option for this event. To see all registration options, click here. The auditing world is going through an evolution/metamorphosis/total transformation. Technology is transforming the way audits are done, the information they are able to collect, and how that data is used to change business practices. Not to mention, there have been substantial changes to accounting standards that are crucial to understand and implement. The A&A Conference tackles these changes by bringing you up to speed on new standards and highlighting the trends and best practices that are revolutionizing A&A.Thursday, August 197:30 - 8:00 am Registration and Continental Breakfast 8:00 – 8:50 amUnpacking the Global EconomyStephen Morgan • Director of Investment Solutions – Hancock Whitney Asset Management • New Orleans, LAAfter more than a year of disruption and recovery, the landscape of the global economy has undergone tectonic shifts. In this presentation, we’ll examine the new lay of the land, how businesses, policy makers and the general population is navigating it. We’ll then unpack what that means for the path of the economy and markets.8:50 – 9:40 amSPAC AttackVanessa Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates • New Orleans, LASpecial Purpose Acquisition Companies are one of the hottest trends hitting Wall Street. Learn the history and rise of this backwards IPO and how to approach the valuation of a SPAC.9:40 – 10:00 am Break10:00 – 11:40 am Practical Tips for Adoption of the Lease StandardAnne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAWalk through the practical application of the accounting for the adoption of the lease standard. See steps and tips for both lessors and lessees using real life examples of leases that many small businesses are party to.11:40 am – 12:40 pm Lunch (provided)12:40 – 1:30 pm Auditing & Attestation Standards UpdateJeremy Thibodeaux, CPA, CFE • Ericksen Krentel • New Orleans, LABig changes are on the way regarding auditing and attestation standards, mainly concerning reporting and evidence. Join us for this session where we assess the implications of the new standards and look ahead to what the ASB (Auditing Standards Board) has in its pipeline as we continue to modernize auditing and attestation standards.1:30 – 2:20 pmPrivate Company Reporting UpdateCandace "Candy" Wright, CPA, CFF • Postlethwaite & Netterville • Baton Rouge, LA2:20 – 2:40 pm  Break2:40 – 3:30 pmNot-for-Profit Accounting UpdateElaine Garvey, CPA • Postlethwaite & Netterville • Metairie, LAJoin Elaine Garvey to learn about recent GAAP updates impacting not-for-profit accounting and reporting. 3:30 – 4:20 pmSAS 136: Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISABonnie Marcantel, CPA, CCIFP • Postlethwaite & Netterville • Baton Rouge, LAEmployee benefit plan auditors will be required to implement this new auditing standard for December 31, 2021, plan year-ends. Limited scope audits will be rebranded as a Section 103(a)(3)(C) audit. This session will cover an overview of changes to reporting as well as required practice implementations. Friday, August 207:30 – 8:00 am Check-In & Continental Breakfast8:00 – 9:20 amProfessional Issues UpdateSpeaker TBA 9:20 – 9:40 am Break9:40 – 10:40am My Brain Made Me Do It Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAAward-winning instructor Anne Oestriecher will present an insightful look at why and how we make some of the decisions we make, including in financial forecasting and planning. Some of her findings just might surprise you and have you thinking differently about your approach to how you make decisions. 10:40 am – 12:00 pm SSARS UpdateKurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThe Accounting and Review Services Committee has issued SSARS 25, which will be effective for periods ending after December 15, 2021. Get the latest on the new requirements for review engagements, which includes updates to the review report and determining and documenting materiality.12:00 – 1:00 pm Lunch (provided)1:00 – 2:20 pmPanel: Auditing in a Remote WorldCeleste McDonald, CPA, CFSA • Postlethwaite & Netterville • New Orleans, LACourtney Farrington • Ernst & Young • New Orleans, LA2:20 – 2:40 pm Break2:40 – 3:30 pmImpairment Testing in a COVID EraNene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LADue to the impact of the pandemic on the financial performance of companies, goodwill impairment has become an area of increased focus. Learn how COVID has impacted impairment for financial reporting purposes, including increased scrutiny and other valuation considerations.3:30 – 4:20 pmTechnology UpdateLes Nettleton • Bourgeois Bennett, LLC • New Orleans, LAOver the past year the way we approach technology has changed significantly. In one year, we moved from working in office to a remote or a hybrid workplace. Video conferencing has become a standard for remote collaboration. New, trickier scams are hitting our email and texting systems. This session will look at how we should be approaching technologies in the “new normal”.

Accounting and Auditing Conference - Both Days Webcast

August 19, 2021 8:00am - August 20, 2021 4:20pm

Online/Webcast

16.00 Credits

Note: This is the ONLINE/WEBCAST TWO-DAY option for this event. To see all registration options, click here. The auditing world is going through an evolution/metamorphosis/total transformation. Technology is transforming the way audits are done, the information they are able to collect, and how that data is used to change business practices. Not to mention, there have been substantial changes to accounting standards that are crucial to understand and implement. The A&A Conference tackles these changes by bringing you up to speed on new standards and highlighting the trends and best practices that are revolutionizing A&A.Thursday, August 197:30 am Online Access Opens 8:00 – 8:50 amUnpacking the Global EconomyStephen Morgan • Director of Investment Solutions – Hancock Whitney Asset Management • New Orleans, LAAfter more than a year of disruption and recovery, the landscape of the global economy has undergone tectonic shifts. In this presentation, we’ll examine the new lay of the land, how businesses, policy makers and the general population is navigating it. We’ll then unpack what that means for the path of the economy and markets.8:50 – 9:40 amSPAC AttackVanessa Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates • New Orleans, LASpecial Purpose Acquisition Companies are one of the hottest trends hitting Wall Street. Learn the history and rise of this backwards IPO and how to approach the valuation of a SPAC.9:40 – 10:00 am Break10:00 – 11:40 am Practical Tips for Adoption of the Lease StandardAnne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAWalk through the practical application of the accounting for the adoption of the lease standard. See steps and tips for both lessors and lessees using real life examples of leases that many small businesses are party to.11:40 am – 12:40 pm Lunch Break12:40 – 1:30 pm Auditing & Attestation Standards UpdateJeremy Thibodeaux, CPA, CFE • Ericksen Krentel • New Orleans, LABig changes are on the way regarding auditing and attestation standards, mainly concerning reporting and evidence. Join us for this session where we assess the implications of the new standards and look ahead to what the ASB (Auditing Standards Board) has in its pipeline as we continue to modernize auditing and attestation standards.1:30 – 2:20 pmPrivate Company Reporting UpdateCandace "Candy" Wright, CPA, CFF • Postlethwaite & Netterville • Baton Rouge, LA2:20 – 2:40 pm  Break2:40 – 3:30 pmNot-for-Profit Accounting UpdateElaine Garvey, CPA • Postlethwaite & Netterville • Metairie, LAJoin Elaine Garvey to learn about recent GAAP updates impacting not-for-profit accounting and reporting. 3:30 – 4:20 pmSAS 136: Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISABonnie Marcantel, CPA, CCIFP • Postlethwaite & Netterville • Baton Rouge, LAEmployee benefit plan auditors will be required to implement this new auditing standard for December 31, 2021, plan year-ends. Limited scope audits will be rebranded as a Section 103(a)(3)(C) audit. This session will cover an overview of changes to reporting as well as required practice implementations. Friday, August 207:30 am Online Access Opens8:00 – 9:20 amProfessional Issues UpdateSpeaker TBA 9:20 – 9:40 am Break9:40 – 10:40am My Brain Made Me Do It Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAAward-winning instructor Anne Oestriecher will present an insightful look at why and how we make some of the decisions we make, including in financial forecasting and planning. Some of her findings just might surprise you and have you thinking differently about your approach to how you make decisions. 10:40 am – 12:00 pm SSARS UpdateKurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThe Accounting and Review Services Committee has issued SSARS 25, which will be effective for periods ending after December 15, 2021. Get the latest on the new requirements for review engagements, which includes updates to the review report and determining and documenting materiality.12:00 – 1:00 pm Lunch Break1:00 – 2:20 pmPanel: Auditing in a Remote WorldCeleste McDonald, CPA, CFSA • Postlethwaite & Netterville • New Orleans, LACourtney Farrington • Ernst & Young • New Orleans, LA2:20 – 2:40 pm Break2:40 – 3:30 pmImpairment Testing in a COVID EraNene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LADue to the impact of the pandemic on the financial performance of companies, goodwill impairment has become an area of increased focus. Learn how COVID has impacted impairment for financial reporting purposes, including increased scrutiny and other valuation considerations.3:30 – 4:20 pmTechnology UpdateLes Nettleton • Bourgeois Bennett, LLC • New Orleans, LAOver the past year the way we approach technology has changed significantly. In one year, we moved from working in office to a remote or a hybrid workplace. Video conferencing has become a standard for remote collaboration. New, trickier scams are hitting our email and texting systems. This session will look at how we should be approaching technologies in the “new normal”.

Accounting and Auditing Conference - Day 2 Only

August 20, 2021 8:00am - 4:20pm

New Orleans

8.00 Credits

Note: This is the IN-PERSON option for DAY TWO ONLY. To see all registration options, click here. The auditing world is going through an evolution/metamorphosis/total transformation. Technology is transforming the way audits are done, the information they are able to collect, and how that data is used to change business practices. Not to mention, there have been substantial changes to accounting standards that are crucial to understand and implement. The A&A Conference tackles these changes by bringing you up to speed on new standards and highlighting the trends and best practices that are revolutionizing A&A.Friday, August 207:30 – 8:00 am Check-In & Continental Breakfast8:00 – 9:20 amProfessional Issues UpdateSpeaker TBA 9:20 – 9:40 am Break9:40 – 10:40am My Brain Made Me Do It Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAAward-winning instructor Anne Oestriecher will present an insightful look at why and how we make some of the decisions we make, including in financial forecasting and planning. Some of her findings just might surprise you and have you thinking differently about your approach to how you make decisions. 10:40 am – 12:00 pm SSARS UpdateKurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThe Accounting and Review Services Committee has issued SSARS 25, which will be effective for periods ending after December 15, 2021. Get the latest on the new requirements for review engagements, which includes updates to the review report and determining and documenting materiality.12:00 – 1:00 pm Lunch (provided)1:00 – 2:20 pmPanel: Auditing in a Remote WorldCeleste McDonald, CPA, CFSA • Postlethwaite & Netterville • New Orleans, LACourtney Farrington • Ernst & Young • New Orleans, LA2:20 – 2:40 pm Break2:40 – 3:30 pmImpairment Testing in a COVID EraNene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LADue to the impact of the pandemic on the financial performance of companies, goodwill impairment has become an area of increased focus. Learn how COVID has impacted impairment for financial reporting purposes, including increased scrutiny and other valuation considerations.3:30 – 4:20 pmTechnology UpdateLes Nettleton • Bourgeois Bennett, LLC • New Orleans, LAOver the past year the way we approach technology has changed significantly. In one year, we moved from working in office to a remote or a hybrid workplace. Video conferencing has become a standard for remote collaboration. New, trickier scams are hitting our email and texting systems. This session will look at how we should be approaching technologies in the “new normal”.

Accounting and Auditing Conference - Day 2 Only Webcast

August 20, 2021 8:00am - 4:20pm

Online/Webcast

8.00 Credits

Note: This is the ONLINE/WEBCAST option for DAY TWO ONLY. To see all registration options, click here. The auditing world is going through an evolution/metamorphosis/total transformation. Technology is transforming the way audits are done, the information they are able to collect, and how that data is used to change business practices. Not to mention, there have been substantial changes to accounting standards that are crucial to understand and implement. The A&A Conference tackles these changes by bringing you up to speed on new standards and highlighting the trends and best practices that are revolutionizing A&A.Friday, August 207:30 am Online Access Opens8:00 – 9:20 amProfessional Issues UpdateSpeaker TBA 9:20 – 9:40 am Break9:40 – 10:40am My Brain Made Me Do It Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAAward-winning instructor Anne Oestriecher will present an insightful look at why and how we make some of the decisions we make, including in financial forecasting and planning. Some of her findings just might surprise you and have you thinking differently about your approach to how you make decisions. 10:40 am – 12:00 pm SSARS UpdateKurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThe Accounting and Review Services Committee has issued SSARS 25, which will be effective for periods ending after December 15, 2021. Get the latest on the new requirements for review engagements, which includes updates to the review report and determining and documenting materiality.12:00 – 1:00 pm Lunch Break1:00 – 2:20 pmPanel: Auditing in a Remote WorldCeleste McDonald, CPA, CFSA • Postlethwaite & Netterville • New Orleans, LACourtney Farrington • Ernst & Young • New Orleans, LA2:20 – 2:40 pm Break2:40 – 3:30 pmImpairment Testing in a COVID EraNene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LADue to the impact of the pandemic on the financial performance of companies, goodwill impairment has become an area of increased focus. Learn how COVID has impacted impairment for financial reporting purposes, including increased scrutiny and other valuation considerations.3:30 – 4:20 pmTechnology UpdateLes Nettleton • Bourgeois Bennett, LLC • New Orleans, LAOver the past year the way we approach technology has changed significantly. In one year, we moved from working in office to a remote or a hybrid workplace. Video conferencing has become a standard for remote collaboration. New, trickier scams are hitting our email and texting systems. This session will look at how we should be approaching technologies in the “new normal”.

Estate and Financial Planning Workshop

August 27, 2021 3:52pm

Online/Webcast

8.00 Credits

Estate & Financial Planning Workshop will present solid, well-researched information to help you make some of life’s most important decisions. We have the latest on legislative, market, and tax changes, plus virtual currency, trusts and estates and more. 7:30 am Online Access Opens 8:00 – 9:15 am Navigating the Economic Landscape Stephen Morgan • Director of Investment Solutions – Hancock Whitney Asset Management • New Orleans, LA The COVID-19 pandemic brought tectonic shifts to the world’s economy and capital markets. Potential changes in the U.S. tax code would further change the landscape. In this session, we’ll explore the new economic map and the outlook for the economy and markets as we move forward. 9:15 – 9:25 am Break 9:25 – 10:25 am  Legislative Update Mike Johnson, JD • US Representative – 4th District • Bossier City, LA (invited, not confirmed) 10:25 – 10:35 am  Break 10:35 – 11:50 am Bitcoin, Blockchain, DeFi, and NFTs Pete Earle • AIER • Great Barrington, MA In this session, the basics of cryptocurrencies, private and public blockchains, decentralized finance, and non-fungible tokens will be discussed.11:50 am – 12:50 pm Lunch Break12:50 – 2:05 pm  Income Tax Update Gerard H. Schreiber, Jr., CPA • Schreiber and Schreiber CPAs • New Orleans, LA 2:05 – 2:15 pm Break 2:15 – 3:10 pm   Positioning for the Next Cycle in Bonds Reginald Breaux, CFA, MBA • Invesco • Baton Rouge, LA  How to invest in a low yield world   Is there a pending bond bubble?  What are some timely fixed income alternatives in the current environment?  3:10 – 3:20 pm Break 3:20 – 4:20 pm Estate Planning Overview of Potential Changes in Estate, Gift, GST and Income Tax Laws Miriam Wogan Henry, JD • Jones Walker • New Orleans, LA Miriam will cover the potential changes that may be coming (or not coming) in the estate, gift, GST and income tax world that impact estate planning and business succession planning.  Who needs to make changes, when and why?  What do clients need to know now to start making plans for a potential year-end rush?  

Financial Institutions Conference

September 17, 2021 8:00am - 4:20pm

Baton Rouge

8.00 Credits

This conference brings together CPAs and finance directors in financial institutions and public accountants with banking clients. The agenda will cover regulatory and compliance updates, technology and cybersecurity, and industry best practices. The agenda is still being finalized but mark your calendar and plan to join us in Baton Rouge in September. 

Financial Institutions Conference Webcast

September 17, 2021 8:00am - 4:20pm

Online/Webcast

8.00 Credits

This conference brings together CPAs and finance directors in financial institutions and public accountants with banking clients. The agenda will cover regulatory and compliance updates, technology and cybersecurity, and industry best practices. The agenda is still being finalized but mark your calendar and plan to join us in September. 

Women's Workshop

September 24, 2021 8:00am - 4:20pm

Baton Rouge

8.00 Credits

Don't miss our highest-rated event of the year! This conference brings together CPAs at all stages of their career and from industry and public accounting to discuss the biggest issues impacting women in the profession. The agenda is still being finalized, but here's what you can look forward to: Engaging with New and Future Leaders with Michelle Ganon, chief of staff and VP of public affairs with the Port of New Orleans Networking with Jessica LeBlanc, CPA Tech Update and Etiquette for a Virtual Environment with Les Nettleton COVID coping strategies that will continue beyond the pandemic Maximizing your influence Staying inspired/motivated And more!

Small Business Workshop

September 28, 2021 8:00am - 4:20pm

Metairie

8.00 Credits

Forensic, Litigation & Valuation Services Conference - Day 1 Only

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

Baton Rouge

8.00 Credits

Whether valuation and litigation support are your bread and butter or you just dabble in it from time to time, this conference is for you. We have some of the nation's leading practitioners on the planning committee and they've put together an outstanding lineup of local and national superstars to get you up to speed on the latest trends and best practices. You'll brush up on new standards and improve your courtroom skills, while networking with other practitioners from around the state. The agenda is still being finalized but will include the following: The View from the Bench with Judge Terry Doughty Economic Update with Stephen Morgan Business Interruption Valuations for Divorce M&A Update Personal Injury and Wrongful Death Reasonable Certainty Case Law Update Cybersecurity Finding Hidden Assets Surviving Depositions and Cross-Examinations and more! Mark your calendar and make plans to join us in Baton Rouge in October.