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 191 All Events Results

2022 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

June 22, 2022 1:00pm - 3:40pm

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 public practice. 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.

2022 Small Business Mini-Workshop (In-Person)

June 27, 2022 8:30am - 12:00pm

Metairie

4.00 Credits

This little program packs a big punch! Designed to address the core issues facing Louisiana’s small businesses, this concentrated event brings you some heavy hitters from around the state. You’ll walk away with important information you can use to amplify your resources for maximum business growth. 8:00-8:25a Registration/Continental Breakfast 8:25-8:30aWelcome/AnnouncementsGeralyn Suhor, CPA • Co-Chair, LCPA's Business4Business Committee 8:30-9:30aLet's Talk– Local Tax Topics Darlene A. Allen, MBA, CPA • Executive Director Louisiana Association of Tax Administrators • Baton Rouge, LA 9:30-10:40aSmall Business. Big Possibilities: Louisiana Tax Incentives & Programs to Help You Grow Brenda Guess, MPA • Assistant SecretaryLouisiana Economic Development • Baton Rouge, LA10:40-10:50a Break  10:50a-12:00pIntegrity Matters – An Update from The Louisiana Workforce Commission Stephen C. Harris • Employer Outreach Liaison Louisiana Workforce Commission • Baton Rouge, LA

2022 Small Business Mini-Workshop (Webcast)

June 27, 2022 8:30am - 12:00pm

Online/Webcast

4.00 Credits

This little program packs a big punch! Designed to address the core issues facing Louisiana’s small businesses, this concentrated event brings you some heavy hitters from around the state. You’ll walk away with important information you can use to amplify your resources for maximum business growth. 8:00-8:25a Log on to test video/audio 8:25-8:30aWelcome/AnnouncementsGeralyn Suhor, CPA • Co-Chair, LCPA's Business4Business Committee 8:30-9:30aLet's Talk– Local Tax Topics Darlene A. Allen, MBA, CPA • Executive Director Louisiana Association of Tax Administrators • Baton Rouge, LA 9:30-10:40aSmall Business. Big Possibilities: Louisiana Tax Incentives & Programs to Help You Grow Brenda Guess, MPA • Assistant SecretaryLouisiana Economic Development • Baton Rouge, LA10:40-10:50a Break  10:50a-12:00pIntegrity Matters – An Update from The Louisiana Workforce Commission Stephen C. Harris • Employer Outreach Liaison Louisiana Workforce Commission • Baton Rouge, LA

Lunch&Learn: Catching the Crooks: White Collar Crime Stories

July 11, 2022 11:30am - 1:10pm

Metairie

2.00 Credits

IMPORTANT: This course is being offered in-person at our new Member Center in Metairie and online as a webcast. You can choose your format during the registration process. Lunch will be provided for in-person attendees. According to the Association of Certified Fraud Examiners (ACFE) 2018 Report to Nations, internal control weaknesses were responsible for 42% of fraud in small businesses (fewer than 100 employees), and these businesses suffered a median loss of $200,000 per fraud scheme — nearly twice as much as larger businesses. Hear actual cases of asset misappropriation and financial statement fraud, how they occurred, and how they were detected. This program also examines how businesses of all sizes can protect themselves from schemes with enhanced anti-fraud internal controls. Note: This program also qualifies for MCLE 1.66.Other programs in the 2022 Lunch&Learn Small Business Series include: June 13Buehler? Buehler? Where is Everybody? Addressing the Great Resignation August 8Hot Healthcare Topics Burning Up My Email and Phone in 2022  September 12Louisiana State and Local Tax Update with Bob Angelico October 242022 Tax Update: Schreiber’s Tax Season Primer November 14Pros and Cons of Retirement Plan Options December 12Reducing the Risks of Cyber Attacks

2022 Summer Education Conference

July 18, 2022 8:00am - July 22, 2022 11:40am

Gulf Shores

20.00 Credits

Join us in Gulf Shores this summer! Nestled inside the beautiful 6,150-acre Gulf State Park, The Lodge is off the beaten path and naturally lends itself to social distancing. The resort is steps away from 28 miles of hiking and biking trails, and its private beachfront provides plenty of space to spread out.  Make your reservations early to get these exclusive rates at The Lodge: GULF FRONT King or 2 Queens (w/ balcony) $279 King w/ bunk beds (w/ balcony) $309 PARK VIEW King (no balcony) $239  2 Queens (w/ balcony) $259  King w/ 1 Bunk Bed (w/ balcony) $259 CLICK HERE TO RESERVE ONLINE Note: These nightly rates are good for arrivals as early as July 17, departing July 22, and are subject to state and local taxes. The room block expires June 28 but rooms are likely to sell out before then so reserve as soon as possible to get these rates. Space is limited and this room block will sell out. Reserve your room TODAY. CPE/AGENDAThe conference will offer CPE each morning, leaving your afternoons free to explore the park, kayak the Gulf, or simply lounge on the beach. Sessions and speakers include: MONDAY, JULY 18 8:00 - 11:40 amTax UpdateLisa McKinney, CPA • University of Alabama, Culverhouse School of Accountancy • Tuscaloosa, AL TUESDAY, JULY 19 8:00 - 9:40 amA&A Hot TopicsMike Brand, CPA, CGMA • BMSS, LLC • Athens, AL  10:00 - 11:40 amTechnology UpdateLes Nettleton • Bourgeois Bennett • Metairie, LA 12:30 - 4:00 pmPeer Review UpdateMike Brand, CPA, CGMA • BMSS, LLC • Athens, AL(This session is OPTIONAL. Separate registration and fee required. You will be redirected to the Alabama Society website to register.) WEDNESDAY, JULY 20 8:00 - 9:40 amDiversity, Equity, and InclusionFlorence Holland, EdD • Director of Culture, Diversity, and Inclusion – RSM US LLP • Auburn, AL 10:00 - 11:40 amProfessional Issues Update with the CEO TrifectaJeannine Birmingham, CPA • CEO, Alabama Society of CPAs • Montgomery, ALRon Gitz, CPA, CGMA • CEO, Society of Louisiana CPAs • Metairie, LABlaine Peterson, CPA • CEO, Oklahoma Society of CPAs • Oklahoma City, OK 1:00 - 3:40 pmETHICS for CPAs in Public PracticeKurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA(This session is OPTIONAL. Separate registration and fee required.) THURSDAY, JULY 21 8:00 - 11:40 amAccounting & Auditing UpdateKurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA 1:00 - 3:40 pmETHICS for CPAs in IndustryKurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA(This session is OPTIONAL. Separate registration and fee required.) FRIDAY, JULY 22 8:00 - 9:40 amEconomic UpdateJames Spiro • Managing Director, Wealth Management – The Spiro Group at Morgan Stanley • New Orleans, LA 10:00 - 11:40 amESG: Supporting  the Move Towards Social ResponsivenessPaul Perry, FHFMA, CDPSE, CISM, CITP, CPA – Warren Averett • Birmingham, AL CONFERENCE REGISTRATION FEES:  Members: $600Non-members $700 Your registration fee includes: 20 CPE credits (including 6 A&A hours)  Breakfast each day for CPE registrants Luncheon reception on Monday; guests may attend for an additional fee ($25/adults, $10/children under 12)

2022 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

July 20, 2022 1:00pm - 3:40pm

Gulf Shores

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 public practice. 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.

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

July 21, 2022 1:00pm - 3:40pm

Gulf Shores

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.

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

July 22, 2022 8:30am - 11:10am

Online/Webcast

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

Webcast: 2022 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

July 22, 2022 8:30am - 11:10am

Online/Webcast

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 public practice. 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.

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

July 26, 2022 1:00pm - 3:40pm

Online/Webcast

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

Webcast: 2022 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

July 26, 2022 1:00pm - 3:40pm

Online/Webcast

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 public practice. 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.

2022 State & Local Tax Workshop (In Person)

July 29, 2022 8:30am - 4:30pm

Baton Rouge

8.00 Credits

The agenda for this conference is finalized AFTER the end of the legislative session to make sure we cover all the latest changes. You can expect A legislative update A litigation update An LDR update  And other hot tax topics Attend online or in person. In-person attendees will get to connect with other practitioners and LDR reps, who will be on hand to answer your questions; online participants will enjoy an easy-to-use broadcast platform and simple CPE verification process. This event is likely to qualify for CLE. Check back closer to the event date for hours and specializations.

2022 State & Local Tax Workshop (Webcast)

July 29, 2022 8:30am - 4:30pm

Online/Webcast

8.00 Credits

The agenda for this conference is finalized AFTER the end of the legislative session to make sure we cover all the latest changes. You can expect: A legislative update A litigation update An LDR update  And other hot tax topics Attend online or in person. In-person attendees will get to connect with other practitioners and LDR reps, who will be on hand to answer your questions; online participants will enjoy an easy-to-use broadcast platform and simple CPE verification process. This event is likely to qualify for CLE. Check back closer to the event date for hours and specializations.

Walter Haig's Preparation, Compilation, & Review Standards Update

August 1, 2022 8:30am - 4:30pm

Metairie

8.00 Credits

Walter Haig is one of the best instructors in the business. For more than 25 years, he has averaged over 4000 attendees per year, with an average course rating of over 4.8 (out of 5). Don't miss one of his live courses in Louisiana this year!

Walter Haig's GAAP for SMEs, Tax, Cash, and AICPA Frameworks Update

August 2, 2022 8:30am - 4:30pm

Metairie

8.00 Credits

Walter Haig is one of the best instructors in the business. For more than 25 years, he has averaged over 4000 attendees per year, with an average course rating of over 4.8 (out of 5). Don't miss one of his live courses in Louisiana this year!

Walter Haig's Business Financial Health Checkup: A Process to Increase the Profitability of a Business

August 3, 2022 8:30am - 4:30pm

Metairie

8.00 Credits

Walter Haig is one of the best instructors in the business. For more than 25 years, he has averaged over 4000 attendees per year, with an average course rating of over 4.8 (out of 5). Don't miss one of his live courses in Louisiana this year!

2022 Not-for-Profit Workshop

August 5, 2022 8:30am - 4:30pm

Metairie

8.00 Credits

AGENDA 7:55 – 8:00 am Welcome & Opening Remarks   8:00 – 9:30 am Accounting and Auditing Update Jeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LA Big changes are happening or are on the way in regard to accounting and auditing standards. Join us for this session where we assess the implications of the new standards on topics such as leases, reporting, evidence and risk assessment (just to name a few) and look ahead to what the FASB and ASB has in its pipeline as we continue to modernize accounting and auditing standards. 9:30 – 9:45 am Break  9:45 – 10:45 am A Nonprofit Forecast of a “Post-Covid” WorldBeverly Thompson, PHD, CFRE • Managing Director – Carter Global • Baton Rouge, LA In an exciting forecast of 2022 and beyond, Beverly will discuss possible tectonic shifts in US policy and social issues — while the largest transfer of wealth in history is occurring — as well as the realities of living in a “post-Covid” world and how adaptive leadership can help you navigate the road ahead. Join us to hear why it is important to your business, employees, and community to take stock and be prepared.  10:45 – 11:45 am Risk Assessment 2.0: The Revision to AU-C 315 J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA It's been 15 years since the Risk Assessment Standards were effective. The Auditing Standards Board has now issued an extensive revision to AU-C 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement. This session will review the major changes, including changes in terminology and practice, that will result from the revised standard.  11:45 am – 12:45 pm Lunch (provided)12:45 – 1:35 pm  Four Phases of Attitude Steve Morgan • Motivational Speaker • New Orleans, LA  Experience the levels of emotion and attitude change that we all go through in each and every project and relationship we enter.? Learn how to identify and monitor these attitudes in ourselves and those around us. 1:35 – 2:35 pm  Legislative Auditor Update for Nonprofit Organizations?Diane Allison, CPA, CGMA, CGFO • Legislative Auditors Office • Baton Rouge, LA Statewide agreed-upon procedures have been reinstated and many streams of COVID funding are flowing. This session will discuss these and other topics affecting nonprofit organizations and their auditors. 2:35 – 2:50 pm Break 2:50 – 4:10 pm  Best Practices in Cybersecurity Holly Boullion, CISA, CISM, CISSP • CapinTech • Baton Rouge, LA We do business in a data saturated world. Meanwhile, our reliance on third parties is increasing as data storage moves to the cloud, privacy laws and regulatory requirements loom, the work force is shifting to remote environments, and breaches and ransomware are prevalent. This seminar will discuss the challenges with securing our evolving work environments and will review cybersecurity best practices to protect your organization's and clients' information.

Lunch&Learn: Hot Healthcare Topics Burning Up My Email and Phone in 2022

August 8, 2022 11:30am - 1:10pm

Metairie

2.00 Credits

IMPORTANT: This course is being offered in-person at our new Member Center in Metairie and online as a webcast. You can choose your format during the registration process. Lunch will be provided for in-person attendees. Healthcare Economist Michael Bertaut gets asked about everything — from the impacts of Covid-19 to healthcare, to the landscape third-party payers, to individual and employer ACA mandates, etc., etc.. He’s back to Lunch&Learn to share a sampling of the most frequently raised healthcare-related questions he’s getting and how CPAs can be a valuable resource in guiding businesses through these complex, ever-evolving issues. Note: This program also qualifies for MCLE 1.66.Other programs in the 2022 Lunch&Learn Small Business Series include: June 13Buehler? Buehler? Where is Everybody? Addressing the Great Resignation July 11Catching the Crooks: White Collar Crime Stories September 12Louisiana State and Local Tax Update with Bob Angelico October 242022 Tax Update: Schreiber’s Tax Season Primer November 14Pros and Cons of Retirement Plan Options December 12Reducing the Risks of Cyber Attacks

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

August 9, 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

2022 Ethics Course for Louisiana CPAs in Public Practice - A Case Study Approach

August 9, 2022 1:00pm - 3:40pm

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 public practice. 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.