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CPE Catalog+Events

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

Showing 2014 All Events Results

Surgent's The Inflation Reduction Act's Changes to Auto and Energy-Related Tax Credits

November 28, 2022 1:00pm - 3:00pm

Online/Webcast

2.00 Credits

The Inflation Reduction Act (IRA) contains many changes to auto and energy-related credits as well as new credits and old credits that have been renamed. Many if not most of these credits reduce the cost of individual- and business-related expenses. As a result of the changes brought about by the IRA, tax advisors have a full set of new and reformed credits to understand and explain to their clients. This program covers the mechanics of all the new and revised energy-related credits clients will be asking about, such as credits related to personal autos, energy-efficient commercial vehicles, and household-related utilities and improvements. This program will cover the new IRA changes related to electric car credits in detail so that those attending can properly advise their individual and business clients. The program will also cover the transition rules applying to clean vehicles purchased after enactment.Speaker - Mike Tucker, Ph.D., LL.M., J.D.

Cash Forecasting, Reporting and Metrics - Managing the Lifeblood of the Business

November 28, 2022 1:30pm - 3:30pm

Online/Webcast

2.00 Credits

Financial managers and executives need to create cash projections that are relevant, current, and accurate. Too often cash planning is reactive, leading to inefficient, chaotic, and unreliable forecasts. Organizations never want to find themselves short in the availability or timing of cash.  Proper cash forecasting and planning can avoid such cash shortfalls.  This session will explore proactive approaches to cash forecasting.     Speaker - Richard Karwic

K2's Online Meeting And Collaboration Tools

November 28, 2022 3:00pm - 4:45pm

Online/Webcast

2.00 Credits

We could work with team members at all levels and in all locations with today’s collaboration and meeting tools. While the COVID-19 pandemic may have been the trigger event that forced many to use these tools for the first time, we discovered the advantages and capabilities. Which tools make sense for your organization? In this session, we will cover the leading meeting and collaboration tools. We will note the features and benefits of options available and will provide a comparison of critical items. We will also explain deployment and control considerations from a management perspective, citing questions you can pose to technical consultants. If you want to improve your team’s productivity, this session will give you independent guidance. Speaker - Randolph (Randy) Johnston

Microsoft Excel: Hidden Secrets and Gems

November 28, 2022 3:00pm - 4:45pm

Online/Webcast

2.00 Credits

This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel.  Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level. Speaker - Chris Harper

Surgent's Annual Accounting and Auditing Update

November 29, 2022 8:00am - 4:00pm

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 status update on implementation of Topic 842, Leases, 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 134-145 over the next few years, including a detailed review of the new audit requirements under SAS 145 for performing an audit risk assessment. The course will also cover the key changes accountants will need to implement as they adopt SSARS No. 25 on their upcoming review, compilation, and preparation engagements. Lastly, the course reviews key trends in audit quality and peer review, including frequent peer review findings and what you can do to avoid them. 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 - Richard Daisley, CPA

Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms

November 29, 2022 8:00am - 4:00pm

Online/Webcast

8.00 Credits

This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.Speaker - Michael Frost, CPA

2022 Ethics Course for Louisiana CPAs in Business & Industry- A Case Study Approach

November 29, 2022 8:30am - 11:10am

Baton Rouge

3.00 Credits

The Louisiana State Board of CPAs requires all CPAs licensed in Louisiana to obtain 3 hours of continuing education in the field of professional ethics during the year 2022. This course is approved by the State Board and meets the 2022 requirements. This program emphasizes the rules and interpretations that are specific to members in business and industry. The authors and presenters have over 50 years combined experience as Louisiana CPAs and have served in multiple roles related to professional ethics for both the AICPA and the LCPA

Navigating Difficult Conversations with Coworkers

November 29, 2022 9:00am - 10:00am

Online/Webcast

1.00 Credits

Conflict is inevitable whenever you have more than one person working together. But conflict doesn't have to be a bad thing. In fact, it's through conflict that some of the most productive conversations, changes, and innovations can occur in organizations...when they're navigated through effective communication. This workshop is designed to help you more strategically approach difficult conversations in the workplace and will arm you with both an understanding of how our minds approach these tough conversations and tools that you can use to approach these conversations more impactfully. Speaker - Jill Schiefelbein

Inventory Accounting: GAAP, Software and Variance Recognition

November 29, 2022 9:00am - 10:45am

Online/Webcast

2.00 Credits

Need to strengthen your inventory accounting skills?  This session will help you get there quickly!  The session focuses on the basics: inventory GAAP, inventory software, and methods for dealing with variances. Join inventory accounting veteran John L. Daly for this informative session. Speaker - John Daly

Surgent's 2022 Year-End Tax Update and Planning

November 29, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

This course will present and explain the individual and business-related tax changes and new developments for 2022 resulting from new legislation, IRS regulations and pronouncements, and court cases. This is a comprehensive and in-depth program that will help prepare tax practitioners to intelligently advise their individual and business clients about tax developments in 2022.Speaker - Mike Tucker, Ph.D., LL.M., J.D.

Surgent's Progressive Discipline and Termination

November 29, 2022 9:00am - 11:00am

Online/Webcast

2.00 Credits

Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.Speaker - Amy McAndrew, Esquire

Balance Sheet Management: The Least Understood Risk

November 29, 2022 9:00am - 12:30pm

Online/Webcast

4.00 Credits

Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity? What are the key considerations and the advantages of each? What is the cost of capital? What are the ‘hidden’ balance sheet risks? We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you. Speaker - Don Minges

KPI Bootcamp for Small Businesses

November 29, 2022 9:00am - 1:30pm

Online/Webcast

5.00 Credits

Running or advising a small business? KPI Bootcamp can help you quickly find and deploy the right KPIs to achieve your, or your client's, goals. Delivered by Bernie Smith, KPI specialist and overloaded small business owner, this course will help you quickly select a handful of powerful measures that apply to your business. The step-by-step approach helps you sharpen your objectives and select the right KPIs to drive growth and profit. Every one of the 412 included KPIs (as free PDF download for every participant) includes a full plain-English definition and also covers business benefits, case-study examples and practical tips. Speaker - Bernie Smith

Social Media: The Bare Necessities

November 29, 2022 10:00am - 11:00am

Online/Webcast

1.00 Credits

Social media has become a ubiquitous phenomenon in our business world. However, just because it exists is not a good reason to use it. This workshop is designed to give you an overview of the social media landscape to help you decide if you want to engage with and on social media and, if so, what channel(s) are most strategic for you and your business. The workshop ends with a simple framework to help you use social media as a credibility strategy for your business, giving you a strategy for creating a year's worth of social media content in a single day. Speaker - Jill Schiefelbein

Introduction to Governmental Accounting

November 29, 2022 10:30am - 12:15pm

Online/Webcast

2.00 Credits

Governmental accounting is very unique. This course will introduce the financial reporting basics for governments, including fund accounting and the modified accrual basis of accounting. Attendees will analyze the layouts of the fund financial statements as well as the government-wide financial statements. The course will also cover the concept of component units, Management Discussion & Analysis (MD&A), and the Annual Comprehensive Financial Report. Speaker - Melisa Galasso

Introduction to Not-for-Profit Accounting

November 29, 2022 10:30am - 12:15pm

Online/Webcast

2.00 Credits

Nonprofits face unique accounting challenges. This course will introduce attendees to the financial statements and unique accounting principles applicable to not-for-profit organizations. Specifically, we will focus on the typical transactions and account balances unique to NFPs, including net assets, agency transactions, contributions, endowments, and programmatic investments. Speaker - Melisa Galasso

Giving Feedback that Delivers Results

November 29, 2022 11:00am - 12:15pm

Online/Webcast

1.00 Credits

Many people, when they hear about feedbcak in organizations and the workplace, think immediately of performance reviews. But feedback should not be isolated to these formal structures. This workshop is about the more informal methods of feedback that managers and coworkers can use to have more productive conversations that drive behavioral change. Through understanding the importance of dialogue, strategic questions to drive conversation, and mistakes to avoid, you'll be able to have more productive feedback conversations in your workplace (and maybe even at home, too). Speaker - Jill Schiefelbein

K2's Technology Planning For A Post-Pandemic Environment

November 29, 2022 11:00am - 12:45pm

Online/Webcast

2.00 Credits

Strategic and tactical business planning contributes to short and long-term success. Your technology plan should follow your business plan. But what if your goals become disrupted in the short term, and these events have long-term effects? Think 9/11, smartphones, or COVID-19 and consider if things will go back the way they were. This session will consider the impact of remote work, security risks, collaboration tools, VOIP, and other tools your team require. How do we manage our various applications and meet our business plan goals? Attend this session to consider how technology planning works in the new normal.   Speaker - Randolph (Randy) Johnston

Advanced Cost Accounting

November 29, 2022 11:00am - 1:00pm

Online/Webcast

2.00 Credits

Organizations that use primitive costing methods make predictable mistakes. They allocate too much cost to easy, high-volume "gravy" products and too little cost to difficult, low-volume "dog" products. This puts the organization with inferior information at a significant disadvantage against a competitor who has a better cost model. The secret to having a great cost model is learning how to deal with overhead. This webinar will show you how to assign 16 key categories of overhead. Whether you work in a wholesale, retail, health care, service or manufacturing business. This session will give you important insights into how to handle overhead. If you get your costing right, you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself. Speaker - John Daly

Business Communication Essentials (Dynamic Communication in the Workplace)

November 29, 2022 1:00pm - 2:00pm

Online/Webcast

1.00 Credits

We know that effective communication is essential to growing a career and a business. But we often don't take time to think through, concsiously, about how we communicate and how small changes could change the trajectory of our messages. This workshop is designed to give you a survey of multiple communication strategies and mistakes to avoid. We start by discussing how people make decisions--which is important to understand in the context of business communication and communication in the workplace. We then transition into common communication mistakes and actionable tools and tactics that you can use to overcome and avoid these mishaps. Speaker - Jill Schiefelbein