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.
CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting, and Budgeting
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Metairie
8.00 Credits
Did 2020 show us that planning doesn't work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Many organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic planning aren't talking with the people who are doing the budgeting or forecasting. Also, there is a lack of uniform accountability throughout the organization.The pandemic has shown us that our planning process must be far nimbler and allow our organization to shift rapidly. This course is designed to completely integrate the planning process and show how it can move from long-range thinking, through medium-term planning, through the annual budget, and to the monthly cash-flow forecast. This course will teach the participant how to avoid many political pitfalls that end up causing a lack of accountability and often cause the planning process to be demotivating to the staff. This isn't just a strategic planning course or a budgeting course. It is a course that looks at the entire planning process from beginning to end and shows how much smoother it can be when it is an integrated process. While it is a technical course discussing many of the technical tricks and tips for producing a good plan, it is also a management course in that it will discuss the political aspects of planning.
The Fraud Course
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Alexandria
8.00 Credits
SAVE 50% ON THIS COURSESign up to be a course coordinator and save 50% on your registration fee. Course coordinators serve as the on-site LCPA representative, handling registration, distributing materials, and collecting attendance verification cards. For more information or to sign up, email Diedra Allen or call her directly at 504.904.1131. COURSE DESCRIPTION The Accounting and Review Services Committee of the AICPA (ARSC) develops the SSARS. There are now three levels of engagements in the SSARS, Preparation, Compilation, and Review. The SSARS also now extend to engagements other than historical financial statements such as specified items, elements, and accounts, pro-forma financial information, and prospective financial information. If you perform any engagements under SSARS, this course is an absolute must. An in-depth discussion of all three levels of service will provide the necessary guidance to ensure that you are completing your engagements within standards.
Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships
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Online/Webcast
2.00 Credits
Part of the technical competence of most experienced tax practitioners is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate. Entity liquidations do not occur every day; but they do occur, and often at very critical times in the business life of the entity and its owners. All tax practitioners should be able to advise their clients about the tax issues associated with client businesses that go out of existence and liquidate. This program explains the tax consequences associated with liquidating S corporations, partnerships, and multiple-member limited liability companies treated as partnerships.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Online/Webcast
4.00 Credits
George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In this course, we will look back at real-world government and nonprofit frauds and derive useful controls to stop them. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of fraud and anti-fraud controls to both auditors and industry professionals.Speaker - Charlie Blanton, CPA
Surgent's Time Management for Professionals
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Online/Webcast
2.00 Credits
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.Speaker - Jason Cornell
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
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Online/Webcast
3.00 Credits
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under GILTI (Global Intangible Low-Taxed Income), Subpart F, and PFIC (Passive Foreign Investment Company) regimes. The case study will further evaluate tax impact of subsequent distributions from the foreign corporation and sales of its stock. A compare-and-contrast approach will highlight the different outcomes of these regimes for individuals and for C corporations, empowering participants to advise their clients on the most tax efficient way to structure their international investments.Speaker - Renata Maroney (Stasaityte), CPA
Surgent's Annual Accounting and Auditing Update
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Online/Webcast
8.00 Credits
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.Speaker - Mike Brand, CPA, CGMA
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit
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Online/Webcast
8.00 Credits
It's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You cannot simply apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a good fit. Skilled auditors will instead adjust the audit approach to fit the not-for-profit entity. This course is designed to help you do just. It will equip you with the superior skills needed to excel in auditing not-for-profit entities. The course materials utilize a highly illustrative and innovative format. Over 25 focused exercises are included to provide an enhanced working knowledge of auditing not-for-profit entities.Speaker - Charlie Blanton, CPA
Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners
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Online/Webcast
8.00 Credits
Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.Speaker - Michael Frost, CPA
Texas & Louisiana Sales and Use Tax
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Metairie
8.00 Credits
After completing this 8-hour course, you’ll gain a working knowledge of the important provisions of both Louisiana’s & Texas’ sales and use tax rules. Expert instructors from each state will share their knowledge and experience about the application of the tax rules to businesses and the transactions they conduct in their states. Both instructors will cover recent sales tax law changes enacted by the Texas and Louisiana 2023 legislatures. Learning Objectives • Determine whether transactions are subject to sales tax, subject to use tax, exempt, or nontaxable• Identify key sales and use tax terms and the corresponding definitions• Ascertain whether a taxpayer location requires a sales tax permit• Identify the types of governmental entities that impose sales and use taxes• Determine the amount of sales tax that applies to a transaction• Differentiate between taxable and nontaxable services• Identify common issues that arise during sales and use tax audits• Identify the date that remote sellers must obtain permits and collect sales and use tax Course materials provided as a PDF download for all attendees
2023 Forensic, Litigation & Valuation Services Conference: 1st Day Only (In-Person)
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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)
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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)
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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)
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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
Surgent's Business Writing: Professional & Effective Emails
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Online/Webcast
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.Speaker - Margaret Uhrich
Surgent's Update on the SECURE 2.0 Act
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Online/Webcast
2.00 Credits
This course provides a comprehensive analysis of the SECURE 2.0 Act, which is part of a much larger legislative package entitled the Consolidated Appropriations Act, 2023. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many important changes relating to IRAs and qualified plans. This long-awaited new legislation alters the landscape of retirement planning for taxpayers of all ages, and there are changes taking immediate effect in January 2023. Make sure you are up-to-date with the latest information available in order to effectively advise your clients on these important changes. In addition, this guidance will be of particular relevance to practitioners' own retirement planning.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
Surgent's Understanding How the IRS Rewards Whistleblowers
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Online/Webcast
2.00 Credits
In 2006, Congress passed the Tax Relief and Health Care Act. Prior to the Act's passage, rewards to individuals who provided information to the IRS regarding tax fraud were capped at $10 million. The Tax Relief and Health Care Act authorized the IRS to create a Whistleblower Office dedicated to investigating, processing and recovering claims concerning the underpayment of taxes. Under the IRS' new program, whistleblowers may recover 15 to 30 percent of the amount collected provided the taxes and amounts in dispute exceed $2 million. If the whistleblower's claim does not meet these criteria, the IRS may still consider granting an award under its pre-2006 Tax Relief Act discretionary authority. Given the rapid growth of this program, practitioners should have a basic understanding of the procedure and content for IRS Whistleblower claims, both from the perspective of a claimant's potential to recover and a taxpayer's exposure to liability.Speaker - Jason Cornell
Surgent's Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success
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Online/Webcast
4.00 Credits
The COVID-19 pandemic and related supply chain issues demonstrate the importance of effective inventory management, control, and analysis of this business lifeline. Inventory management is all about having the right items on hand at the right time to meet customer demand while controlling costs and minimizing waste and loss. Companies with best-in-class inventory management practices don't guess how much stock to buy, and they keep a steady flow of raw materials, work-in-progress items, and finished goods moving from manufacturing to consumer, over a variety of distribution channels. Inventory control is a part of the inventory management process. It is the daily activity of managing stock within the warehouse. Inventory control activities include receiving, storing, and transferring stock, as well as tracking and fulfilling orders and returns. Inventory analysis helps you determine the right amount of stock to keep on-hand to fill demand while avoiding spending too much on inventory storage. This course will focus on "The Big 3" tools that best-in-class financial leaders use to sustain enhanced growth and profitability: inventory management, control, and analysis. These will allow companies to stay on top of trends in inventory management, understand the drivers behind them, establish and follow a state-of-the-art inventory control system, and master inventory analysis skills.Speaker - Samuel Monastra, CPA
Surgent's Weekly Expert Hour
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Online/Webcast
1.00 Credits
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today - your clients and your bottom line will thank you.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Online/Webcast
8.00 Credits
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.Speaker - Ken Levine