CPE Catalog+Events

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)

Staff Training Level I

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.

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.

Lunch & Learn In-Person: Hot Topics in Labor/Employment Law

In today’s workplace environment, employers have new and significant challenging hurdles to overcome. In this session, Fred Preis will cover the important issues that will be encountered most often including the growth of union organizing, increase in pitfalls of remote work and increase in claims for failure to pay overtime. Fred will also discuss preventive maintenance actions that can be useful in reducing liability and exposure. 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, LLCChaffe & Associates, Inc 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 WhitneyCategory: Specialized Knowledge

Lunch & Learn Webcast: Labor and Employment Law Update

In today’s workplace environment, employers have new and significant challenging hurdles to overcome. In this session, Fred Preis will cover the important issues that will be encountered most often including the growth of union organizing, increase in pitfalls of remote work and increase in claims for failure to pay overtime. Fred will also discuss preventive maintenance actions that can be useful in reducing liability and exposure. 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, 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

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 Summer Education Conference

Join us in Gulf Shores this summer!The Alabama, Arkansas, Florida, Louisiana, Oklahoma, and (new this year) Kentucky CPA societies are hosting a fun-filled week of learning and lounging in Gulf Shores, AL. The agenda includes 4 hours of CPE each morning, leaving plenty of time to explore the park, kayak the gulf, or simply chill on the beach.  CONFERENCE AGENDA SUNDAY, JULY 21 4:00 pm Check-in at The Lodge 5:00 - 6:00 pm  Build Your Asset Location Strategy: CES Life Income Plan Optional Bonus SessionNeil Eggers CFP, CPA • Equitable Advisors • Birmingham, ALJoin Neil and his team, as they unveil revolutionary retirement planning strategies and keys to maximizing retirement income while minimizing taxation. [Qualifies for 1 CPE credit and 1 CLE credit] 6:00 - 7:30 pm  Welcome Reception & Seaside Smorgasbord (Guest fees apply) MONDAY, JULY 22 8:00 - 11:40 amTax UpdateLisa McKinney, CPA • University of Alabama, Culverhouse School of Accountancy • Tuscaloosa, ALThis workshop will cover recent legislative, administrative, and judicial developments that affect tax compliance and consulting. CPAs from all levels can benefit from the workshop.TUESDAY, JULY 23 8:00 - 11:40 amAccounting and Auditing Update  Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThis course will cover recently issued standards that relate to United States GAAP and performance of auditing through preparation engagements. You will learn how to account for cryptocurrency and hear about the top peer review issues. Join us to get the most up to date information from the AA world.WEDNESDAY, JULY 24 8:00 - 9:40 amTurbocharge Your Life with Emotional Intelligence (EQ)!Jaclyn T. Badeau, EQ Certified, MBA, CPA, CGMA • Badeau Consulting • Lexington, KYResearch shows people with high usage of EQ skills are happier, more resilient when facing obstacles, better leaders, and stronger performers. Furthermore, EQ is the largest predictor of job success no matter your field! Discover more about EQ, practice tips to increase your usage of some EQ skills to improve your happiness, resiliency, leadership skills, and overall performance in your personal and professional life, and apply what is learned to build a personal leadership action plan.9:40 - 10:00 am Break10:00 - 11:40Professional Issues Update Jan Lewis, CPA • BMSS, LLC – AICPA Board of Directors • Jackson, MSI will present an update on issues affecting the profession, advocacy efforts, and current topics impacting AICPA members.  I will share how the AICPA is seeking to serve its members, and I welcome comments and questions that I can take back to the Board of Directors, our Legislative Affairs Group, and AICPA Staff.  I will cover tax advocacy work, financial reporting topics, international issues, the National Pipeline Advisory Group, and resources available to AICPA members.THURSDAY, JULY 25 8:00 - 11:40 amTop 5 Frauds CPAs May MissKevin Cross, CPA, MST • Author, Counselor, and Convicted Fraudster • Roswell, GAWhat if fraud were staring you in the eyes not flinching? What would you do? Would you notice? Would you try to avoid this because you don’t have time? How far are you willing to push your intuition? Are you willing to lose your job over this crusade? Can you build a team of like-minded people to go with you on this journey that may be a battle? How do you look at people the same way if everyone is a suspect? How can you do your job, stay in your lane, and still be that CPA that prevents (deters) fraud and perhaps detects fraud before things become catastrophic. This session will discuss the top 5 fraud schemes CPAs most often miss, plus:• What value is placed on whistleblowers?• Determining intent and propensity based on personality.• Which Myers-Briggs personality matrix is most prone to cheating?• Recognizing red flags related to fraud.• Trusting your gut.• Identifying unusual transactions (stale, old, small, forgotten accounts)• Learn the 7 top clues to deter and detect fraud.FRIDAY, JULY 26 8:00 - 11:40amNatural Language Processing (NLP) and Prompt Engineering: Overview and ApplicationMarc Hamilton, CPA • CFO/Treasurer - CDG, Inc. • Andalusia, ALDelve into the cutting-edge realms of 'Natural Language Processing (NLP) and Prompt Engineering: Overview and Application' in our specialized presentation for CPAs. This session offers an in-depth look at how NLP is transforming the accounting field, enhancing data interpretation and communication efficiency. Discover the art of prompt engineering and its pivotal role in maximizing the potential of AI tools in your practice. Join us to explore how these innovative technologies are not just shaping the future but are essential tools for modern accountants to stay ahead in a rapidly evolving digital landscape. LODGINGUnfortunately, our room block at The Lodge is sold out, but we have secured additional rooms nearby: Hilton Garden Inn Orange Beach Beachfront23092 Perdido Beach BlvdOrange Beach, AL 36561Rate: $319/nightCut-Off Date: June 20, 2024Group Code: SOLCPAPhone: 251.974.1600MAKE A RESERVATION Eagle Cottages at Gulf State Park (Max occupancy 6)Cost: $595.00 per night, plus tax1,600 square foot house on Lake Shelby, with three queen bedrooms, three full bathrooms, a large living room, kitchen, and dining area. The cottages also have two back porches overlooking Lake Shelby, as well as a side deck with outdoor dining table. Outside, each cottage have a BBQ grill, picnic table, and firepit with Adirondack seating perfect for evening campfires. Guests of Eagle Cottages receive made-to-order breakfast each morning at Woodside Restaurant for up to six people, daily housekeeping refresh, bicycles to enjoy their time in the park, firewood and kindling, complimentary parking at the Beach Pavilion so they can enjoy the Gulf of Mexico, as well as complimentary access to the Campground where they can enjoy the large swimming pool with splash pad, utilize the tennis, pickleball, & basketball courts, and visit our nature center (a living museum housing a variety of our local wildlife).Lakeside Cabins (Max occupancy 6: 4 adults, 2 children)Cost: $420.00 per night, plus a one-time cleaning fee of $180.00, plus tax860 square foot cabin on Lake Shelby, with one-king bedroom, one-queen bedroom, a bunk nook, two bathrooms with walk-in shower, a living area, and a kitchenette with counter seating.  The cabins also have a front porch and laundry room.  Outside, each cabin has a BBQ grill, firepit, and picnic table.   Guests of Lakeside Cabins will receive complimentary parking at the Beach Pavilion so they can enjoy the Gulf of Mexico, as well as complimentary access to the Campground where they can enjoy the large swimming pool with splash pad, utilize the tennis, pickleball, & basketball courts, and visit our nature center (a living museum housing a variety of our local wildlife).Pet Fee: Eagle Cottages and Lakeside Cabins will allow guests to bring their four-legged family member with them.  There is a one-time pet fee of $175.00, plus tax, that will be added to the invoice.  RESERVE A COTTAGE OR CABINPromo Code: LCPARates are good July 17 - August 1, 2024. MORE INFORMATION To be notified if additional rooms become available at The Lodge, email info@lcpa.org. REGISTRATION INFORMATIONMembers: $650Non-Members: $750CPE: Up to 21 hours (including 8 hours of A&A) if you attend all sessions.Prices are good through July 5. Non-CPA staff of members may attend at the member rate. Additional fees may apply to optional extracurricular activities. SPONSOR THIS EVENTFrom pre-event promotion to the in-person conference, our sponsor packages can put your brand in front of 25,000+ CPAs across the southeast. Check out the packages and pricing below and contact Misean Reed for more information.

First Look Webcast: Show Me the Money: Navigating SBA Financing Options

Alton McRee will discuss the pain points facing small business owners and buyers when planning their exit/purchase and how SBA financing can help secure the maximum amount for their small business as well as make funding available for buyers who may not qualify under traditional commercial financing. He'll provide a brief introductory to SBA 7a financing and the areas to which it applies, then review SBA Guidelines as they relate specifically to Business Acquisitions as well as some tips and structures the speaker has seen be successful. Alton will explain SBA Standard Operating Procedure (SOP) Guidelines and his insight and interpretation and past application of this information.

2024 Governmental Accounting and Auditing Update

The Governmental Accounting and Auditing Update is designed to provide its participants with a comprehensive, in-depth review of what's happening at the GASB, AICPA, GAO and OMB, including GASB Statements and Interpretations, Statements on Auditing Standards, Auditing Interpretations, Audit Guides, Statements of Position, Ethics Interpretations, exposure drafts and projects in progress, with emphasis on the practical application and impact on practitioners in small to medium sized firms and members in government.

Government Auditing Standards: The 2024 Yellow Book From Beginning To End

In February 2024, the U.S. Government Accountability Office has issued a revised Government Auditing Standards, otherwise known as "the Yellow Book." The GAO standards apply in addition to those of the AICPA when required by law, regulation or contract to those who perform audits of governments, nonprofits or other organizations. [This course does not address performance audit standards.]

Haig's Preparation, Compilation & Review Standards Update

Webcast: Haig's Preparation, Compilation & Review Standards Update

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.