CPE Catalog+Events - Society of Louisiana Certified Public Accountants

2023 Medical & Healthcare Workshop (In-Person)

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

Baton Rouge

8.00 Credits

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

2023 Medical & Healthcare Workshop (Webcast)

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

Online/Webcast

8.00 Credits

Get a check-up on the biggest issues in healthcare finance and accounting at this special event! This conference features industry and policy leaders from around the state and includes an update from BCBSLA Chief Economist Mike Bertaut, AI and technology, trends in services, and more. Join us in person and network with other healthcare finance and accounting professionals and practitioners with healthcare clients. Or sign up for the webcast and get the information from your home or office. Register today! SESSIONS & SPEAKERS 7:30-8:00 am Log in to test video/audio. 7:55amWelcome/Opening RemarksJose Aponte, CPAChair, LCPA's Medical & Healthcare Issues Committee 8:00 – 8:50 am Louisiana Hospital Association UpdateKevin Bridwell • Vice President of Healthcare ReimbursementLouisiana Hospital Association • Baton Rouge, LA 8:50 – 10:05 am Healthcare Update: Including Medicaid Redetermination, GLP-1 Weight Loss Drugs, and MoreMichael Bertaut, MBA, CHC, PAHM Healthcare Economist/Exchange Coordinator, Marketing Blue Cross Blue Shield of Louisiana • Baton Rouge, LA 10:05 – 10:25 am Break 10:25 – 11:40 am Panel: Hot Topics in Healthcare ManagementKendall Johnson, CPAExecutive Vice President and Chief Financial Officer General Health System/Baton Rouge General Medical Center Baton Rouge, LAShunn Phillips, CPA Chief Financial Officer, Compliance Officer The Baton Rouge Clinic • Baton Rouge, LA Angelique Richardson, CPA, NP, CGMA CEO, Anvoi Health • Metairie, LA 11:40 am – 12:40 pm Lunch Break 12:40 – 1:30 pm Medical Marijuana UpdateJohn Davis, JD President, Good Day Farm Louisiana • Baton Rouge, LA 1:30 – 2:20 pm Payor TacticsJohn Montaine, MBA, FHFMA CEO, Creative Managed Care Solutions • San Antonio, TX 2:20 – 2:40 pm Break 2:40 – 3:30 pm Transforming Clinical Leaders into Financial PartnersAndrew Lofaso, CPA Vice President of Finance and Controller • Legacy Hospice • Baton Rouge, LA 3:30 – 4:20 AI in HealthcareBennett Cheramie, MSN, RN, CHCIOVice President Information Technology General Health System/Baton Rouge General Medical Center • Baton Rouge, LA WHO SHOULD ATTEND?This conference is designed for corporate finance and accounting professionals working for healthcare entities and public accountants and consultants with healthcare clients, and it's a great way to network with other professionals in the field. Testimonials from 2022 attendees: WONDERFUL conference. I enjoy it more each year. The quality of the speakers was outstanding. Very useful topics. It was time well spent. Format: This is the WEBCAST option for this conference. If you prefer to attend in person, you can register for that option here. (Note that cancellation fees for switching from in-person to online within 10 days of the event will apply.)

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

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

Baton Rouge

8.00 Credits

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

2023 Forensic, Litigation & Valuation Services Conference: 1st Day Only (Webcast)

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

Online/Webcast

8.00 Credits

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

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

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

Baton Rouge

16.00 Credits

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

2023 Forensic, Litigation & Valuation Services Conference: Both Days (Webcast)

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

Online/Webcast

16.00 Credits

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

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

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

Baton Rouge

8.00 Credits

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

2023 Forensic, Litigation & Valuation Services Conference: 2nd Day Only (Webcast)

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

Online/Webcast

8.00 Credits

Whether valuations and litigation support are your bread and butter or something you do every once in a while, this conference offers something for everyone. Louisiana is home to some of the nation’s best practitioners in this area, many of whom serve on the conference planning committee. The result is world-class content delivered by some of the most experienced practitioners in the business. If you practice in this field or are interested in expanding your services, you want to be at this event. DAY TWO: Friday, October 277:30 – 8:00 am Webcast Access OpensSign in early to test audio/visual settings. 8:00 – 8:50 amBankruptcy and the Role of the Financial AdvisorKenneth DeGraw, CPA, CFP, CFE • Withum Smith & Brown • Whippany, NJThis session will provide a broad overview of the Bankruptcy process and alternatives. The most common services provided by financial advisors in bankruptcy matters to the various constituents. Finally will address retention and compensation considerations.8:50 – 9:40 amCall of Duty: Video Game Industry Valuation TrendsMustafa Kamal • Sr Manager of Corporate and Business Development - Prytania Media • New York, NY9:40 – 10:00 am Break10:00 – 10:50 amStock Options and Tax Exemptions: Business Valuation in the Context of Section 409a and 1202Charles Renwick, CPA, CFA • CMR Associates • Covington, LA10:50 – 11:40 amHow to Stay Out of the Pits: Business Valuation Standards and ResourcesRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA11:40 am – 12:40 pm Lunch Break12:40 – 1:30 pmView From the BenchJudge David Joseph • US District Judge – Western District of Louisiana • Lafayette, LAThis popular session features a local judge who will provide practical advice on effective courtroom conduct, communication, and procedures. YOU WILL LEARN A LOT.1:30 – 2:20 pmCybersecurity: The Latest Schemes and Prevention TipsTheresa Jones, CSA, CMMC-RP • Evalv IQ LLC • New Orleans, LA2:20 – 2:40 pm Break2:40 – 3:30 pmUtilizing the Fraud TriangleCary McCormick, CPA • FBI • New Orleans, LA3:30 – 4:20 pmLost Profits and Other Damages in LitigationRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA NOTE: This event is also likely to qualify for CLE credits and fulfill education requirements for related credentials like CFF, CFE, and ABV. FORMAT: This is the WEBCAST option for this conference. If you prefer to attend in person, you can register for that option here. (Note that cancellation fees for switching from in-person to online within 10 days of the event will apply.) TESTIMONIAL: "Top to bottom, one of the best conferences I've been to. Timely topics. Excellent speakers." -- 2022 FLVS attendee

2023 Human Resources Workshop

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

Metairie

8.00 Credits

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

2023 Govermental Accounting & Auditing Conference: 1st Day Only (Live/In Person)

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

Baton Rouge

8.00 Credits

***NEW DATE***Please note the date for this event has changed since we originally published our conference calendar. ABOUT THIS CONFERENCE If you perform audits of governmental entities, or are on the internal accounting or finance team for a governmental entity, this conference is A MUST. We partner with our friends at the Louisiana Legislative Auditor's Office to bring you all the necessary updates to perform audits and other functions effectively and accurately. The agenda for this event is still being finalized, but will include: LLA Update Legal Update Single Audit Update The Latest Cybersecurity Risks and Best Practices ...and more... Mark your calendar and make plans to join us in Baton Rouge this fall! FORMAT: Attending this event IN PERSON will enhance the learning experience and connect you with other practitioners around the state, but will also give you access to the folks at the Legislative Auditor's Office, and those relationships can be priceless when you have questions throughout the year. If you are unable to attend in person, we will also broadcast the sessions online -- you can register for the webcast version here. (Note: Transferring from in person to online within 10 days of the event could incur transfer fees.) NEED A ROOM? Enjoy LCPA's discounted rate of $139 when you reserve your room by Tuesday, October 17. Call (866) 469-5448 and mention LCPA Governmental A&A Conference to get this rate or RESERVE ONLINE.

2023 Govermental Accounting & Auditing Conference: 1st Day Only (Webcast)

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

Online/Webcast

8.00 Credits

***NEW DATE***Please note the date for this event has changed since we originally published our conference calendar. ABOUT THIS CONFERENCE If you perform audits of governmental entities, or are on the internal accounting or finance team for a governmental entity, this conference is A MUST. We partner with our friends at the Louisiana Legislative Auditor's Office to bring you all the necessary updates to perform audits and other functions effectively and accurately. The agenda for this event is still being finalized, but will include: LLA Update Legal Update Single Audit Update The Latest Cybersecurity Risks and Best Practices ...and more... Mark your calendar and make plans to join us this fall! FORMAT: This is the WEBCAST option for this event. In person attendance is preferred and will connect you with other practitioners around the state and also give you access to the folks at the Legislative Auditor's Office, and those relationships can be priceless when you have questions throughout the year. If you would prefer to attend in person, you can register for that option here.

2023 Govermental Accounting & Auditing Conference - Both Days - Webcast

November 8, 2023 8:00am - November 9, 2023 4:20pm

Online/Webcast

16.00 Credits

***NEW DATE***Please note the date for this event has changed since we originally published our conference calendar. ABOUT THIS CONFERENCE If you perform audits of governmental entities, or are on the internal accounting or finance team for a governmental entity, this conference is A MUST. We partner with our friends at the Louisiana Legislative Auditor's Office to bring you all the necessary updates to perform audits and other functions effectively and accurately. The agenda for this event is still being finalized, but will include: LLA Update Legal Update Single Audit Update The Latest Cybersecurity Risks and Best Practices ...and more... Mark your calendar and make plans to join us this fall! FORMAT: This is the WEBCAST option for this event. In person attendance is preferred and will connect you with other practitioners around the state and also give you access to the folks at the Legislative Auditor's Office, and those relationships can be priceless when you have questions throughout the year. If you would prefer to attend in person, you can register for that option here.

2023 Govermental Accounting & Auditing Conference: Both Days (Live/In Person)

November 8, 2023 8:00am - November 9, 2023 4:20pm

Baton Rouge

16.00 Credits

***NEW DATE***Please note the date for this event has changed since we originally published our conference calendar. ABOUT THIS CONFERENCE If you perform audits of governmental entities, or are on the internal accounting or finance team for a governmental entity, this conference is A MUST. We partner with our friends at the Louisiana Legislative Auditor's Office to bring you all the necessary updates to perform audits and other functions effectively and accurately. The agenda for this event is still being finalized, but will include: LLA Update Legal Update Single Audit Update The Latest Cybersecurity Risks and Best Practices ...and more... Mark your calendar and make plans to join us in Baton Rouge this fall! FORMAT: Attending this event IN PERSON will enhance the learning experience and connect you with other practitioners around the state, but will also give you access to the folks at the Legislative Auditor's Office, and those relationships can be priceless when you have questions throughout the year. If you are unable to attend in person, we will also broadcast the sessions online -- you can register for the webcast version here. (Note: Transferring from in person to online within 10 days of the event could incur transfer fees.) NEED A ROOM? Enjoy LCPA's discounted rate of $139 when you reserve your room by Tuesday, October 17. Call (866) 469-5448 and mention LCPA Governmental A&A Conference to get this rate or RESERVE ONLINE.

2023 Govermental Accounting & Auditing Conference: 2nd Day Only (Live/In Person)

November 9, 2023 8:00am - 4:20pm

Baton Rouge

8.00 Credits

***NEW DATE***Please note the date for this event has changed since we originally published our conference calendar. ABOUT THIS CONFERENCE If you perform audits of governmental entities, or are on the internal accounting or finance team for a governmental entity, this conference is A MUST. We partner with our friends at the Louisiana Legislative Auditor's Office to bring you all the necessary updates to perform audits and other functions effectively and accurately. The agenda for this event is still being finalized, but will include: LLA Update Legal Update Single Audit Update The Latest Cybersecurity Risks and Best Practices ...and more... Mark your calendar and make plans to join us in Baton Rouge this fall! FORMAT: Attending this event IN PERSON will enhance the learning experience and connect you with other practitioners around the state, but will also give you access to the folks at the Legislative Auditor's Office, and those relationships can be priceless when you have questions throughout the year. If you are unable to attend in person, we will also broadcast the sessions online -- you can register for the webcast version here. (Note: Transferring from in person to online within 10 days of the event could incur transfer fees.) NEED A ROOM? Enjoy LCPA's discounted rate of $139 when you reserve your room by Tuesday, October 17. Call (866) 469-5448 and mention LCPA Governmental A&A Conference to get this rate or RESERVE ONLINE.

2023 Govermental Accounting & Auditing Conference: 2nd Day Only (Webcast)

November 9, 2023 8:00am - 4:20pm

Online/Webcast

8.00 Credits

***NEW DATE***Please note the date for this event has changed since we originally published our conference calendar. ABOUT THIS CONFERENCE If you perform audits of governmental entities, or are on the internal accounting or finance team for a governmental entity, this conference is A MUST. We partner with our friends at the Louisiana Legislative Auditor's Office to bring you all the necessary updates to perform audits and other functions effectively and accurately. The agenda for this event is still being finalized, but will include: LLA Update Legal Update Single Audit Update The Latest Cybersecurity Risks and Best Practices ...and more... Mark your calendar and make plans to join us this fall! FORMAT: This is the WEBCAST option for this event. In person attendance is preferred and will connect you with other practitioners around the state and also give you access to the folks at the Legislative Auditor's Office, and those relationships can be priceless when you have questions throughout the year. If you would prefer to attend in person, you can register for that option here.

2023 Winter CPE Cluster

November 16, 2023 8:00am - November 17, 2023 5:00pm

Biloxi

12.00 Credits

JOIN US AT THE BEAU RIVAGE! The Winter Cluster offers up big-time content with some of our best instructors, against the backdrop of one the Mississippi Gulf Coast's premier entertainment destinations. The agenda is still being finalized, but mark your calendar and make plans to join us in Biloxi in November. RESERVE YOUR ROOM TODAY! LCPA guests will enjoy a discounted rate of $129 (+$15 resort fee)/night. Call (228) 386-711 by October 20, 2023, and mention LCPA Winter Cluster to get this rate.

2023 Energy Conference: 1st Day Only

December 7, 2023 8:30am - 4:50pm

Baton Rouge

8.00 Credits

Formerly known as the Oil & Gas Conference, this event focuses on the energy sector (including oil and gas) and its unique issues and opportunities. Many aspects of the industry are changing and this lineup get you up to speed on the future of one of the state's most important industries. The agenda is still being finalized, but it will include: An economic update with Stephen Morgan An update on carbon capture and sequestration COPAS with Mike Cougevan Industry updates from LMOGA, LSU, and ULL researchers Changes in a Different Pipeline: What the Profession is Doing to Attract More Talent with Dr. Mary Edith Stacey of Northwestern University ...and much more! Mark your calendar and make plans to join us in December. NEED A ROOM? Enjoy LCPA's discounted rate of $139 when you reserve your room by November 15, 2023. Call (866) 469-5448 and mention the LCPA Energy Conference to get this rate or RESERVE ONLINE.

2023 Energy Conference: Both Days

December 7, 2023 8:30am - December 8, 2023 4:20pm

Baton Rouge

16.00 Credits

Formerly known as the Oil & Gas Conference, this event focuses on the energy sector (including oil and gas) and its unique issues and opportunities. Many aspects of the industry are changing and this lineup get you up to speed on the future of one of the state's most important industries. The agenda is still being finalized, but it will include: An economic update with Stephen Morgan An update on carbon capture and sequestration COPAS with Mike Cougevan Industry updates from LMOGA, LSU, and ULL researchers Changes in a Different Pipeline: What the Profession is Doing to Attract More Talent with Dr. Mary Edith Stacey of Northwestern University ...and much more! Mark your calendar and make plans to join us in December. NEED A ROOM? Enjoy LCPA's discounted rate of $139 when you reserve your room by November 15, 2023. Call (866) 469-5448 and mention the LCPA Energy Conference to get this rate or RESERVE ONLINE.

2023 Energy Conference: 2nd Day Only

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

Baton Rouge

8.00 Credits

Formerly known as the Oil & Gas Conference, this event focuses on the energy sector (including oil and gas) and its unique issues and opportunities. Many aspects of the industry are changing and this lineup get you up to speed on the future of one of the state's most important industries. The agenda is still being finalized, but it will include: An economic update with Stephen Morgan An update on carbon capture and sequestration COPAS with Mike Cougevan Industry updates from LMOGA, LSU, and ULL researchers Changes in a Different Pipeline: What the Profession is Doing to Attract More Talent with Dr. Mary Edith Stacey of Northwestern University ...and much more! Mark your calendar and make plans to join us in December. NEED A ROOM? Enjoy LCPA's discounted rate of $139 when you reserve your room by November 15, 2023. Call (866) 469-5448 and mention the LCPA Energy Conference to get this rate or RESERVE ONLINE.

2023 Louisiana Tax Conference: 1st Day Only (Live/In-Person)

December 11, 2023 8:30am - 4:50pm

New Orleans

8.00 Credits

***NEW DATE & LOCATION***This conference will be held Monday, December 11, and Tuesday, December 12, at The Ritz-Carlton, New Orleans. This is LCPA’s biggest CPE event of the year — and the largest annual gathering of CPAs in the state. We bring together some of the best speakers from around the country to cover all recent federal and state tax changes, as well as other hot topics like technology, employment trends, and more. Individual & Business Tax Updates Current Developments in Multi-State Taxation The Disruptive Effect of AI and ChatGPT Choice of Entity/Partnership Update SECURE Act 2.0 Taxation of Usufructs and Other Estate Planning and Administration Issues Louisiana Tax Update The Cyclical Evolution of IRS Enforcement Beneficial Ownership Information Reporting Under the Corporate Transparency Act Employee Retention Credits: Separating Fact from Fiction as IRS Disputes Get Underway More sessions will be added but registration is open -- secure your spot today! Format: This is the IN PERSON option for this conference. Attending in person enriches the learning experience and allows you to network with other CPAs around the state, discover new resources from our exhibitors, and enjoy all that New Orleans (and the Ritz-Carlton) has to offer during the holidays. If you are unable to attend in person, we are also broadcasting the sessions online. You can register for that option here. (Note that cancellation fees for switching from in-person to online within 10 days of the event will apply.) HOTEL INFORMATION Experience the Ritz-Carlton during the holidays! The Ritz-Carlton will be all dressed up for the holidays and we've negotiated a special rate of $219/night just for Tax Conference attendees. This rate is good through November 21, 2023 (or the room block sells out). Call (800) 826-8987 to make your reservation or RESERVE ONLINE. Make your reservations early — this room block will sell out!