The Accounting & Auditing Conference has the right formula to help you succeed. We’ve assembled some of the foremost leaders in their fields, including economist Peter Ricchiuti. We’ve added the right elements — regulatory updates, technology tips,
and best practices. And last but not least, we’ll pull together 350 of the most critical ingredients — you and your peers. Mix this all together in one place and you’ll get solutions to complex issues and tools to make you more effective
Visit our Virtual Expo!
Click on the links in the Virtual Expo tab above to get a preview of their offerings and make sure to stop by and introduce yourself at the conference to learn more. Plus, many will be giving away fabulous prizes, so bring your business cards so you can
enter to win!
Sponsorships are still available. Contact Misean Reed at 504.904.1133 or firstname.lastname@example.org.
Thursday, August 23
7:45 – 8:25 am
Registration & Continental Breakfast
8:25 – 8:30 am
Welcome & Opening Remarks
8:30 – 10:00 am
Professor Peter Ricchiuti • Clinical Professor of Business Administration and Assistant Dean at Tulane’s A.B. Freeman School of Business • New Orleans, LA
10:00 – 10:20 am
10:20 – 11:15 am
Julie Stokes, CPA • LA Representative, District 79 • Kenner, LA
Much of Louisiana’s budget crisis is cloaked in mysterious rhetoric that ignores many of the honest underlying facts. Understand the objective data and facts behind the State of Louisiana’s constant budget crisis. Get up to date information on the State
of your State.
11:15 am – 12:10 pm
Revenue Recognition – Industry Focus
Kim Kushmerick, CPA • Associate Director, Accounting Standards – AICPA • New York, NY
This presentation will discuss FASB ASC 606: Revenue From Contracts with Customers, and expected accounting changes for certain industries. The discussion will also focus on the implementation issues developed by the industry task forces as part of the
AICPA Revenue Recognition Project, that are included in the AICPA Audit and Accounting Guide: Revenue Recognition.
12:10 – 1:10 pm
1:10 – 2:10 pm
A. PCC Update
Candace “Candy” Wright, CPA/CFF • Chair, Private Company Council & Director, Postlethwaite & Netterville • Baton Rouge, LA
In this session we will cover the activities of the PCC during the last year which include: stakeholder outreach initiatives, the simplification initiatives of the FASB, and topics that the PCC is currently addressing.
B. How CPAs Can Thrive in a Digital Marketing World
Lafe Jones, APR • Owner & Principal Consultant -
Lafe Jones & Associates • Alexandria, LA
Luke Jones • Co-Founder – Toucan Advertising • New Orleans, LA
This father and son marketing and advertising team will discuss effective use of both traditional and new digital marketing tools, as part of an overall marketing strategy.
2:15 – 3:15 pm
C. What to Expect From an EBSA Investigation
James Stringham • Senior Investigator – U.S. Department of Labor, Employee Benefits Security Administration • Dallas, TX
This presentation will provide information about the areas of concern related to an EBSA investigation, including the types of investigations, and where to get help. The presentation will also include the rules and regulations administered by EBSA regarding
pension and health plans.
D. Issues in Not-for-Profit Financial Reporting
Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA
Accounting Standards Update No. 2016-14 Presentation of Financial Statements of Not-for-Profit Entities is effective for fiscal years beginning after December 15, 2017 (December 31, 2018 year-ends). Are you ready to implement the new rules? This session
will address issues affecting financial reporting for not-for-profit organizations and give highlights regarding what to start thinking about now.
3:15 – 3:35 pm
3:35 – 4:55 pm
Data Breach: Live! Proven Practices to Safeguard Your Technology, Information and Reputation
John Farley, CIPP, AIC • HUB International Limited • New York, NY
The session will include an overview of the current state of cyber risk for businesses. There will be a demonstration of the latest hacking methods, including a social engineering and ransomware attacks. We will also provide the top ten cyber risk management
best practices that can help any organization mitigate the financial and reputational harm that often result from cyberattacks.
Friday, August 24
7:30 – 8:00 am
Check-in & Continental Breakfast
8:00 – 9:00 am
Auditing Standards Update
J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA
9:00 – 9:50 am
The 2017 Tax Act and Your Financials
Alfred E. (Ted) Stacey IV, CPA • Bourgeois Bennett, LLC • New Orleans, LA
Congress made substantial changes to the Internal Revenue Code as it applies to businesses. Ted Stacey will discuss how the changes may affect your financial statements, how your financial statements may affect your taxes and how the tax act may affect
your business in general.
9:50 – 10:10 am
10:10 – 11:00 am
Implementation Issues for Leases
Walker Saik, CPA • Ernst & Young LLP • New Orleans, LA
Will Kulick, CPA • Ernst & Young LLP • New Orleans, LA
The new leases standard is drastically changing the historical accounting for leases. During this presentation, we will focus on a few of the key challenges faced with implementing the standard so far.
11:00 am – 12:20 pm
Bits, Blocks and Other Techie Stuff
Lisa Traina, CPA, CITP, CGMA • Traina & Associates, A CapinCrouse Company • Baton Rouge, LA
We hear and read about driverless cars, bitcoin, blockchain and many more tech-related topics on a near daily basis. This session will highlight a number of areas to help you understand where significant changes are occurring. Topics will include blockchain,
bitcoin and cryptocurrencies, new and interesting technologies and also the latest cybersecurity issues.
12:20 – 1:20 pm
1:20 – 2:10 pm
E. 409A Equity Compensation
Vanessa Brown Claiborne, CPA/ABV, ASA, AEP, CEPA • Chaffe & Associates • New Orleans, LA
Riley J. Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates • New Orleans, LA
Stock options can be an important tool for attracting and retaining key employees, but there could be a hidden tax penalty if these options are granted at an exercise price less than fair market value. Learn what you can do to avoid this scenario.
F. Tips and Tricks For Working With QuickBooks Online Clients
Ilene Eisen, CPA, CITP, MBA • ie Solutions • Monterey, CA
2:10 – 2:30 pm
2:30 - 3:20 pm
Details of Understanding Cashflow
Darren Hill • Home Bank • Lafayette, LA
3:20 – 4:20 pm
Success in Business Development Starts With These Four Strategies
Art Kuesel • Kuesel Consulting, Inc. • Fox Point, WI
Business development is becoming a priority for many firms, yet little guidance is provided in this area. As growth emerges as a top concern for firms, now is the time for everyone -- from staff to partner -- to improve their personal business development
skills. Gain practical, everyday business development strategies to help you focus your time, effort and energy in ways that can really pay off for your firm.
921 Canal St
New Orleans, LA 70112
Group Rate: $129
Group Code: VOCVOCA (Deluxe King)
Group Code: VOCVOCB (Deluxe Double)
Cut-off date: July 30
Mr. Busenlener is the Vice President of the Valuation Advisory group with over 14 years of experience in accounting, corporate finance, and business valuations. He joined Chaffe & Associates, Inc. as a Financial Analyst Intern in 2001. He rejoined
the company in 2006. He is a Certified Public Accountant (CPA), Accredited in Business Valuations (ABV) by the American Institute of Certified Public Accountants, an Accredited Senior Appraiser (ASA) with the American Society
of Appraisers, an Accredited Estate Planner (AEP®) by the National Association of Estate Planners & Councils, and an attorney (JD).
Mr. Busenlener performs business research and valuations of privately held partnership, limited liability company, and corporate ownership interests.
- American Bar Association, Member since 2002
- American Bar Association, Member since 2002
- American Society of Appraisers, Member since 2011
- Louisiana State Bar Association, Member since 2002
- National Association of Estate Planners & Councils, 2014
- Society of Louisiana Certified Public Accountants, New Orleans, Member since 2003
- Forensic & Litigation Services Committee Chairman, 2015-2016
- University of New Orleans, Adjunct Accounting Faculty, 2011-Present
- Allstate Sugar Bowl Committee, Member, 2006-Present
- Executive Committee Member
- Finance Committee, Chairman
- Boys and Girls Club of Southeast Louisiana, 2003-2007
- Board of Directors
- Executive Search Committee
- Budget and Finance Committee, Vice Chairman
- Legal, Compliance and Insurance Committee
Honors and Awards
- March of Dimes, 2009
- Spotlight on Success, Silver Award for Outstanding Fundraiser Volunteer
Vanessa Brown Claiborne
Ms. Claiborne has been with Chaffe & Associates, Inc. since 1987 and was promoted to President and Chief Executive Officer in 2009. She also serves as the Managing Director for the Valuation Advisory group. She is a Certified Public Accountant (CPA),
Accredited in Business Valuations (ABV) by the American Institute of Certified Public Accountants and has received her designation as an Accredited Senior Appraiser (ASA) by the American Society of Appraisers. She holds Securities
Licenses 79, 24, 27, and 63. Ms. Claiborne is Accredited in Estate Planning by the National Association of Estate Planners and Councils and a Certified Exit Planning Advisor by the Exit Planning Institute.
Ms. Claiborne specializes in business valuation services primarily for estate and gift taxes, Employee Stock Ownership Plans (ESOPs), GAAP fair value reporting, financial reporting, corporate planning, litigation support including expert testimony, exit
planning, and shareholder transactions and restructuring.
- American Institute of Certified Public Accountants, Member since 1997
- American Society of Appraisers, Member since 1995
- International Board of Governors, Governor, 2003-2007
- International Finance Committee, 2003-2007
- International Nominating and Awards Committee, 2008-2011
- New Orleans Chapter, Chapter President, 2000-2002
- Association for Corporate Growth, Louisiana Chapter, Member since 2009
- Global Board of Directors 2010-2012
- Louisiana Chapter, Board of Directors, since 2009
- Louisiana Chapter, Chapter President, 2008
- Business Council of New Orleans, Member since 2009
- Executive Committee, since 2015
- Exit Planning Institute, Member since 2016
- Louisiana Society of Certified Public Accountants, New Orleans, Member since 2003
- Chapter Chair, Tax Committee, 2000-2001
- Estate & Financial Planning Committee, Present
- National Association of Estate Planners & Councils, Member since 2008
- New Orleans Estate Planning Council, Member since 2008
- Board of Directors, 2008-2016
- President, 2015
- Tulane Family Business Center
- Advisory Council, 2006-2010
- Turnaround Management Association, Louisiana Chapter
- Board of Directors, 1998-2005
Works with businesses to ensure that their accounting systems are easy to use and accurate, so they can focus their attention on their core business propose. Ilene is a QuickBooks Premier Reseller and QuickBooks Advanced Certified ProAdvisor.
She specializes in Accounting firms and Manufacturing/Wholesale businesses.
Ilene has given seminars to thousands of Accountants and business owners across the country with Intuit, Surgent CPE, and K2 Enterprises. Ilene wrote the original Technology section of the QuickBooks Advanced Pro-Advisor course and presented the entire
course at various locations across the county. She has also written numerous articles and blogs on QuickBooks, Internal Controls, and various Technology topics.
Ilene’s firm is IE SOLUTIONS, is based in Monterey, CA, serving clients nationwide. Specializing in QuickBooks sales installation, training and support.
John Farley currently serves as Vice President and Cyber Risk Practice Leader for HUB International’s Cyber Risk Services Division. In this role he provides pre-breach planning and post-data breach response consultative services. He provides training
that assists clients’ efforts in understanding the latest cyber threat landscape, taking steps to prevent network security and privacy liability events, and forecasting potential loss costs related to data breach incidents.
John acts as a central coordinator between all parties involved in a data breach and applies extensive knowledge in data breach response best practices, working diligently with clients to achieve optimal results in cost mitigation. Based out of HUB’s
New York City office, John holds over 25 years of risk consulting experience. He has performed a variety of cyber risk consulting services for clients across many industries, including but not limited to Healthcare, Retail,
Financial Services, Higher Education and Information Technology companies.
John is a well published editorial contributor. In 2017, he authored a book titled “Online and Under Attack: What Every Business Needs To Do Now To Manage Cyber Risk and Win Its Cyber War.” In addition, he published multiple articles on
He holds a Bachelor of Arts degree from Manhattan College, is a Certified Information Privacy Professional (CIPP/US) and received an Associate in Claims (AIC) designation.
As an audit partner in the New Orleans office of Carr, Riggs & Ingram, LLC, Becky utilizes more than 20 years of experience to serve clients across numerous industries. Her audit and accounting experience spans a variety of governmental entities,
including municipalities and school boards, not-for-profit entities, employee benefit plans, and closely-held businesses. She has issued numerous financial and compliance reports in accordance with Government Auditing Standards
and OMB Uniform Guidance (formerly Circular A-133) for governmental, not-for-profit, and for profit entities, including funding from the Department of Education, Department of Housing and Urban Development, and FEMA.
Becky earned her Bachelor of Science in Management with an Accounting Major from Tulane University and serves as a board member for the Tulane Association of Business Alumni (TABA). She is a member of the American Institute of Certified Public Accountants
(AICPA) and the Louisiana Society of Certified Public Accountants (LCPA), and serves on the LCPA Not-for-Profit Issues Committee and Governmental Accounting & Auditing Conference Committee. She is also a member of the
Institute of Internal Auditors (IIA), the Accounting and Finance Women’s Alliance (AFWA), and the Information Systems Audit and Control Association (ISACA).
Becky has led numerous internal and external not-for-profit and governmental accounting and auditing seminars, including presentations for the LCPA Governmental Accounting and Auditing Conference, the LCPA Not-for-Profit Workshop, and the annual convention
for the AFWA.
As a member of the American Taekwondo Association (ATA), Becky is a Certified Instructor and a Fourth Degree Black Belt in Songahm Taekwondo. She is also a five-time World Champion – 2017 World Champion in Creative Weapons, 2015 & 2016 World Champion
in XMA Weapons, and 2011 & 2013 World Champion in Combat Weapons Sparring. Her family owns Forever Driven Martial Arts, a Taekwondo school in Lakeview New Orleans.
Mike Inzina is founder and chief executive officer of Audit Litigation Training and Efficiency Consulting, Inc. (ALTEC), a consulting company serving public accounting firms and other accounting and auditing organizations on matters of audit efficiency,
continuing education, litigation and ethics. He has 40 years of public accounting experience, and remains a partner in the firm of Stagni & Company, LLC, whose practice is concentrated in government and nonprofits organizations.
Mike holds a BBA in accounting from the University of Louisiana (Monroe), where he graduated summa cum laude in May 1976.
He is a member of the American Institute of CPAs, Society of Louisiana CPAs, Government Finance Officers Association of Louisiana, and the Association of Government Accountants. Mike earned the CEA in governmental in 1990, was awarded the Certified Government
Financial Manager (CGFM) designation in 1996, and the Chartered Global Management Accountant (CGMA) designation in 2012. He is a past chapter president and member of the Society of Louisiana CPAs Board of Directors and
served two terms as chairman of the Governmental Positive Enforcement Program of the Louisiana State Board of CPAs. He has served on a number of committees of the Society of Louisiana CPAs, and currently serves on its Ethics
Committee. Mike also served on the GASB Service Efforts and Accomplishments Task Force.
Mike has twice been a member of the AICPA Professional Ethics Executive Committee (1989-1992 and 2000-2003), and served on the Auditing Standards Board from 1997 to 2000. From 1986 to 1993, he also served as a member of AICPA Independence and Behavioral
Standards Subcommittee, and as Subgroup Chairman of the Governmental Technical Standards Committee. During this time he conducted numerous investigations of complaints filed by federal, state and local agencies alleging
substandard performance of audits of governmental and nonprofit entities, and represented the Professional Ethics Division at hearings of the Joint Regional Trial Board.
He contributed to the Implementation Guide for GASB Statement 34, AICPA Statement of Position 98-3, Audits of States, Local Governments and Not-for-Profit Organizations Receiving Federal Awards, revisions to the AICPA Audit and Accounting Guide, Audits
of State and Local Governmental Units, the AICPA Practice Aid Fraud Detection in a GAAS Audit, revisions to the Louisiana Governmental Audit Guide and in drafting state legislation affecting governmental accounting and
auditing requirements. He has served as technical consultant and instructor for the Louisiana Division of Administration (Office of Community Development) and as consultant to the Louisiana Department of Education. Mike
frequently appears as moderator and panelist on the Accountants’ CPE Network. (ACPEN).
Mike has been named twelve times as an Outstanding Instructor by the American Institute of CPAs and several state societies, and received a Special Recognition Award from the Society of Louisiana CPAs Board of Directors for his contributions to continuing
education in 1994. In addition, he was awarded the 2001 National Education and Training Award from the Association of Government Accountants and in 2009 was named national Beta Alpha Psi Business Information Professional
of the Year. In 2016 he received the Distinguished Service Award from the Society of Louisiana CPAs.
Art Kuesel, founder of Kuesel Consulting, Inc., has extensive experience in business development, marketing and people development. He consults with managing partners, COOs, firm administrators, learning directors and marketing directors of public accounting
firms to shape their top objectives and strategies to drive stronger performance.
Kuesel offers a unique perspective to his clients that has been shaped by previous experience at two leading CPA firms, as well as nearly 10 years of providing consulting services to the public accounting profession. He is also an accomplished writer
and speaker, having presented at numerous events throughout the country.
Kim has over 20 years of experience in accounting, focusing on accounting and auditing issues impacting the insurance industry.
Kim is responsible for:
- Preparing comment letters and member communications related to Revenue Recognition
- Managing the AICPA Insurance Expert Panel and AICPA NAIC Task Force and liaising with the FASB, IASB, NAIC and SEC Staff on insurance issues
- Staying abreast of CPA technical issues, and IASB and FASB Standards in order to educate and address member needs
Prior to joining the AICPA, Kim started her career in the Short Hills, NJ office of KPMG LLP with a concentration in financial services. She then worked at Metropolitan Life Insurance Company as a Manager in Institutional Business – Finance.
Peter Ricchiuti (Ri-Chooty) is the business professor you WISHED you had back in college!
His humor and insight have earned him numerous teaching awards at Tulane University where he created and runs the nationally acclaimed Burkenroad Reports (www.burkenroad.org) student stock research program.
Peter is a graduate of Babson College and began his career with the investment firm of Kidder Peabody in Boston. He later managed Louisiana’s $3 billion investment portfolio while serving as the assistant state treasurer.
From Jackson Hole to Jupiter, Peter has addressed more than 1100 groups in 47 states and several countries. He has been featured in BARRON’S, Kiplinger’s, The New York Times and The Wall Street Journal. He also hosts a popular weekly business show on
National Public Radio in New Orleans called “Out To Lunch.”
Plus, Peter is a husband, dad and author who has attended baseball games at all 30 current major league ballparks.
Walker serves as a senior manager in the assurance practice for EY.
He serves clients in the oil & gas industry, including both exploration and production and oilfield service clients in the public and private sectors. Areas of accounting in which he specializes include: business combinations, derivatives, asset retirement
obligations, inventory, asset impairment, debt, and leases. He has also been a facilitator for both in-person and e-learning training sessions and has been recognized as a “ Top Facilitator” on multiple occasions. Walker
also serves in various capacities within the f irm’s quality group.
In the community, Walker serves on the Board of Trustees at his alma mater, St. Martin’s Episcopal School. He is also the President of the Board of the Louisiana SPCA. At EY, he leads t he firm’s fundraising committee for Light the Night (the primary
Fall fundraiser for t he Leukemia and Lymphoma Society) where EY’s New Orleans office was recognized as the top corporate team in 2017 . Walker is also an alumnus of the Young Leadership Council, being a former project
leader for the Proud to Call It Home project.
Walker lives in New Orleans with his wife (Margaret), 10 month old son (Ogden), and dog (Abby). He received a bachelor’s degree in economics from Davidson College and a master’s in accountancy from Wake Forest University.
Ted Stacey is a retired partner at Bourgeois Bennett, L.L.C., a CPA and consulting firm in New Orleans. While there, he handled a variety of tax matters and specializes in tax research and planning for individuals and businesses.
Ted received his undergraduate degree from Loyola University of New Orleans and his masters from the University of New Orleans. He taught accounting at the University of Texas at Austin and is now on the faculties of both Loyola and the University of
Ted is a member of the American Institute of Certified Public Accountants and its Tax Section. He is a member of the Society of Louisiana Certified Public Accountants and has received the Society's Distinguished Service Award and Outstanding Discussion
Ted has discussed tax issues on many of the New Orleans radio and television stations and has addressed many local, state and national organizations. After Hurricane Katrina, he worked closely with the Society of Louisiana Certified Public Accountants
and the IRS concerning the disaster and its related tax issues.
Ted has been a speaker at the AICPA National Industry Conference and the AICPA Conference on Tax Strategies for the High Income Individual. He has also led seminars for the Society of Louisiana Certified Accountants and for its chapters.
Ted is a recipient of the Monte M. Lemann Award in recognition of his contributions to Louisiana Civil Service.
Julie Stokes, CPA
In addition to her work as a State Representative, Julie is actively involved with the Jefferson Chamber of Commerce, the University of New Orleans Alumni Association, the Louisiana Society of CPAs and local economic development activities, including
the Kenner Economic Development Committee. She is Chairman of the Sales Tax Streamlining and Modernization Commission which has been working tirelessly to bring repair to the state's fractured sales tax system. Rep. Stokes
is also Vice Chair of the Legislative Audit Advisory Committee and serves as one of only two interim members on the Joint Legislative Committee on the Budget. She also serves on the House Executive Committee, Ways and Means,
Health and Welfare, and Joint Legislative Committee on Capital Outlay.
Nationally, Stokes serves on the Executive Committee of the National Conference of State Legislatures (NCSL). She is very actively involved with the Task Force on State and Local Taxation of NCSL. She also serves as Co-Chair of the Budgets and Revenues
Standing Committee of NCSL.
She was recognized nationwide as one of a handful of State "Tax Legislators of the Year" by State Tax Notes and received an award for "Outstanding Achievement in State Tax Reform" from the Tax Foundation for her work on Sales Tax reform in Louisiana.
She received the Southwest Chamber Louisiana's Fusion Five Award for best new up-and- coming legislator in 2015. In 2016, she was named one of four "Women of Distinction" by the Girl Scouts of Louisiana East. She has also been honored as one of New Orleans
City Business Magazine's "Women of the Year" in both 2003 and 2014.
Rep. Stokes traveled the state of Louisiana with the Committee of 100 in 2015 and 2016 as one of the lead speakers on Tax Reform in Louisiana, earning accolades from many media outlets such as the New Orleans Advocate, the Baton Rouge Business Report,
and WKRF as one of the most knowledgeable Louisiana legislators in the field of Louisiana's fiscal environment.
Before public life, Rep. Stokes served as a Commissioner of the Regional Transit Authority and as President of the Chateau Estates Civic Organization, the Accounting and Financial Women's Alliance, and the Jefferson Chamber Young Leaders.
Rep. Stokes resides in Kenner with her husband Larry and their two children, Brandon and Taylor. She attended Jefferson Parish Public Schools, and attending the University of New Orleans on full scholarship where she received her Bachelor's of Science
in Accounting, Magna Cum Laude.
In 2017, Rep. Stokes sought to become Louisiana's State Treasurer but exited the race after being diagnosed with breast cancer. She is currently running to be the next Secretary of State.
Lisa uses her more than 30 years of experience to assist organizations in implementing measures to secure data and manage risks efficiently and effectively. She is a nationally recognized speaker and author, and serves on the AICPA Cybersecurity Task
Force. Lisa founded Traina & Associates in 1999 to provide IS security services to a broad range of industries. Traina & Associates joined CapinCrouse in January 2017.
Candace E. Wright, CPA/CFF, is a Director in the P&N Accounting & Assurance Services Group. Candy joined the firm in 1985 and became a director in 1994. Prior to joining the firm, she was an accountant with a multi-state pharmaceutical company.
Candy has experience working with financial institutions, non-profit entities, governmental organizations, employee benefit plans, healthcare organizations, and manufacturers. She also serves as the Service Line Leader for the P&N Accounting and Assurance
Services Group. She is the team captain of many of the peer reviews performed by the firm.
Candy serves as the Chair of the Private Company Council of the Financial Accounting Foundation. Additionally, Candy has served on the Governmental Audit Quality Center’s (GAQC) Executive Committee. She is also a member of the LCPA’s Financial Institutions
Committee, and serves as the Director in charge of the firm’s Financial Institutions Services Group.
Early Bird (through 8/8) Member/Non-member:
Both Days: $429/629
Register online using the 'Register' button above.
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Day One: $289/389
Day Two: $289/389
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