New Orleans Chapter: Estate Planning and Administration, Part 2
May 19, 2022 6:30pm - 8:10pm
Carl Servat is coming back to UNO CPE for a Part 2 of his Estate Planning & Administration course! Carl will discuss estate planning topics such as wills, powers of attorney, donations/gift tax returns, and more! He will also cover estate planning administrative topics like decendent's revocable/irrevocable grantor trusts at death, reportable income, and asset basics.
New Orleans Chapter: Taps & Tails Crawfish Party and Election of Officers
May 26, 2022 5:30pm - 8:30pm
Join us in ushering in the new slate of officers for the New Orleans Chapter over brews and boiled crawfish. This venue is pet friendly, so feel free to bring your furry friend to join in on the fun! 2022-23 Slate of Officers President Sean Blais, CPA • M.S. Rau Antiques President-Elect Jim Schneider, CPA • The Personnel Consulting Group Secretary Wyatt Higgins, CPA • Kushner LaGraize, LLC Treasurer Catherine Roe, CPA • Cowart Roe CPA LLC Members at-Large Valarie Wells, CPA • US Department of Agriculture Taylor Norton, CPA • Pool Corporation Bobby Schroeder, CPA • Elloitt CPA Group Inc. * Only New Orleans Chapter members are eligible to vote.
Lake Charles Chapter: Happy Hour & Election of Officers
June 9, 2022 5:00pm - 8:00pm
We are so excited to come together after busy season. Join the Lake Charles Chapter Officers for cocktails and hors d'oeuvres in electing the new board. See the 2021-22 slate of officers below. Our happy hour will begin at 5pm, so feel free to grab a colleague or guest to partake in the festivities. 2021-22 Slate of Officers President Jessi Lott, CPA • Langley, Williams & Company, LLC President-Elect Heather Gothreaux, CPA • Gates & Company, LLC Secretary/Treasurer Sarah Werner, CPA • Langley, Williams & Company, LLC
Shreveport Chapter: SEC Investigations
June 20, 2022 12:00pm - 1:00pm
This event was originally set for May 16 but has been rescheduled due to speaker illness. All previous May 16 event registrants will automatically be transferred to June 20. Join the Shreveport Chapter for a presentation on SEC Investigations by Melvin Warren, CPA. Melvin is a Senior Accountant for the U.S. Securities and Exchange Commission. His presentation will be an introduction to the SEC and its investigations process from the perspective of a Division of Enforcement Accountant. Note: Lunch is included and non-CPA staff of members may attend at the member rate. All state and local public health mandates will be followed.