CPE Catalog+Events

Lunch & Learn In-Person: Healthcare Checkup: Examining Changes and Trend

Healthcare Economist Michael Bertaut will focus on regulatory and coverage changes, as well as the financial pressures carriers will be facing in 2024 and beyond. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the In-Person Lunch & Learn at the LCPA Member Center. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch included) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana     Category: Specialized Knowledge  June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation  July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management  August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation  September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge  October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation  November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO • Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLCCategory: Taxation  December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney Category: Specialized Knowledge

Lunch & Learn Webcast: Healthcare Checkup: Examining Changes and Trend

Healthcare Economist Michael Bertaut will focus on regulatory and coverage changes, as well as the financial pressures carriers will be facing in 2024 and beyond. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the Webcast Lunch&Learn. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch incuded) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana    Category: Specialized Knowledge  June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation  July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management  August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation  September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge  October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation   November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO  Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLC Category: Taxation   December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney  Category: Specialized Knowledge

K2 Technology Virtual Conference

The Technology Conference offers up to 16 hours of fast-paced presentations to make you more productive, efficient, and effective when using technology. K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues accounting, financial, and other business professionals face. In addition, you will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology. CONFERENCE AGENDA 8:30 - 10:10 am Tech Update 10:10 - 10:20 am Break 10:20 am - 12:00 pm CONCURRENT SESSIONS Office Scripts: The New Macros Getting Started with AI The ABCs of Automation with Microsoft's Power Platform 12:00 - 1:00 pm Lunch Break 1:00 - 2:40 pm CONCURRENT SESSIONS What's Now, What's Next: Emerging Technologies Accessing Your Company's Data with Power Query and Power BI CPA Firm Technology and Management Update 2:40 - 2:50 pm Break  

2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

New Orleans Chapter: Annual Meeting & Election of Officers

The New Orleans Chapter is ready to celebrate the end of busy season together! Come on out to The Blue Crab Restaurant & Oyster Bar and enjoy a relaxing evening of food, drinks, and fun as we elect the 2024-25 New Orleans Chapter Officers. Ditch the ten-key, say goodbye to tax deadlines, and say hello to friends. You have worked hard this season, so take some time and enjoy a break from the forms and frenzy.Current LCPA members attend compliments of the New Orleans Chapter. Guests are $15pp. Advanced registration is appreciated for planning purposes. 2024-2025 Slate of Officers will be announced prior to the meeting. Interested in getting involved in the New Orleans Chapter Board? Contact Jim Schneider.

2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

Webcast: 2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

Webcast: 2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

First Look Webcast: Corporate Transparency Act and Beneficial Ownership Information Reporting

Leon Rittenberg III will discuss the basic compliance and beneficial ownership reporting obligations under the Corporate Transparency act including a summary of what companies are exempt from filing (only certain CPA firms are exempt), together with an explanation of the status of who can access CTI filings, the state of current litigation and a little lagniappe.

Webcast: 2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

Webcast: 2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

2024 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

Lunch & Learn In-Person: LA Tax Credits & Incentives

Key staff from the Louisiana Economic Department, Brenda Guess, Frank Favaloro, and Marissa Doin will be on hand to discuss the latest of the State's financial incentive programs for new or existing businesses to gain a competitive edge. Topics include LA Tax Credits, Incentives, State Small Business Credit Initiative (SSBCI), and other programs. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the In-Person Lunch&Learn at the LCPA Member Center. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch included) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana     Category: Specialized Knowledge  June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation  July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management  August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation  September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge  October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation  November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO • Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLCCategory: Taxation  December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney Category: Specialized Knowledge

Lunch & Learn Webcast: LA Tax Credits & Incentives

Key staff from the Louisiana Economic Department, Brenda Guess, Frank Favaloro, and Marissa Doin will be on hand to discuss the latest of the State's financial incentive programs for new or existing businesses to gain a competitive edge. Topics include LA Tax Credits, Incentives, State Small Business Credit Initiative (SSBCI), and other programs. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. NOTE: This product is for the Webcast Lunch&Learn. Single or Bundle – Choice Is YoursPurchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch incuded) or Webcast Bundle. 2024 Lunch&Learn Small Business Series includes: May 17Healthcare Checkup: Examining Changes and TrendsMichael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange CoordinatorBlue Cross Blue Shield of Louisiana    Category: Specialized Knowledge  June 18LA Tax Credits & IncentivesBrenda C. Guess • Assistant SecretaryLouisiana Economic Development Category: Taxation  July 16Hot Topics in Labor/Employment LawE. Fredrick Preis, Jr. • PartnerBreazeale, Sachse & Wilson, LLP Category: Management  August 20SECURE Act 2.0 and Its Impact on Retirement PlansAnne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management ServicesCategory: Taxation  September 17IT Tips to Boost Your ProductivityLes Nettleton • IT ConsultantCategory: Specialized Knowledge  October 22LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues Robert S. Angelico, CPA • ShareholderLiskow Category: Taxation   November 20Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions Vanessa Brown Claiborne, CPA • President & CEO  Chaffe & Associates, Inc Christine K. Brox, CPA • Partner • Kushner LaGraize, LLC Category: Taxation   December 18Champagne or Vinegar? A Look at What the New Year May Bring to the Economy Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney  Category: Specialized Knowledge

Test conference (Exhibitors & Sponsors)

First Look Webcast: Employee Retention Credits: Separating Fact from Fiction as IRS Disputes Get Underway

This tax incentive has all the elements necessary to ignite a major battle: A complex law, multiple sources of administrative guidance, rules with retroactive effect, delays and oversights, reports criticizing IRS errors, large numbers of eligible taxpayers, companies advertising questionable credit claims, open assessment periods, and repeated IRS warnings of serious civil and criminal enforcement.  Hale Sheppard explains the rules, common misconceptions, positions by taxpayers, attacks by the IRS, and main issues arising in the many ERC battles getting underway.

Webcast: 2024 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.