2018 Business & Industry Conference - BOTH DAYS (BIC18)
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 Export to Your Calendar 8/16/2018 to 8/17/2018
When: August 16-17, 2018
8:30 AM until 4:30 PM
Where: Ritz Carlton New Orleans
921 Canal Street
New Orleans, Louisiana 
United States
Presenter: Various

Online registration is available until: 8/16/2018
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Find your next big idea at the 2018 Business & Industry Conference. You’ll have a chance to mingle with nearly 450 CFOs, controllers, finance directors, and other accounting professionals and hear what’s keeping them up at night – and what they’re doing about it. Plus, the agenda is stacked with trailblazing industry leaders who will share best practices (and what not to do) to address a variety of issues, from cybersecurity to forecasting and succession planning. You’ll leave with great ideas and new connections you can use to boost your organization’s bottom line.

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 mreed@lcpa.org.

Thursday, August 16

7:30 – 8:00 am Registration & Continental Breakfast
8:00 – 9:30 am

Coming Out of a 28-Month Recession: What Lies Ahead for Louisiana?

Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA

Louisiana has recently been one of the poorest performing states in the U.S. What is behind this ugly record? Is there anything on the horizon that might push the state back into a solid growth mode? What are some of the key threats to the $85 billion in proposed projects announced in the state?

9:30 – 9:50 am Break
9:50 – 11:05 am

The Complexities of Section 199A, the Qualified Business Income Deduction

Christopher Hesse, CPA • CliftonLarsonAllen LLP • Kennewick, WA

This session will walk you through the nuances of Section 199A. Learn through examples, building from the simpler situations to the more complex. Understand why the deduction may be limited to something less than 20% of business income.

11:05 am – 12:00 pm

Cyber Risk: What Does it Mean from an Executive Perspective?

Jeff Welgan • Executive Director & Head of Executive Training Programs – CyberVista • Arlington, VA

Their brand names now serve as notorious examples and case studies: Equifax, Yahoo, Anthem, OPM, Target and Uber. Each of these businesses suffered big cyber breaches—incidents that affected many millions of customers. But cyber risk doesn’t just apply to Big “I” cyber Incidents, there are plenty of little “I” incidents and other related cyber issues that contribute to an organization’s overall cyber risk.
With increased focus on cyber risk issues, what does this really mean for today’s business executive? This session will provide an understanding of cyber risk, how to view cyber risk from a business perspective, and how it ultimately acts as an influencer to traditional enterprise risk categories – rather than its own independent risk silo. By the end of the session, senior business leaders will not only be more informed about cyber risk, but will feel empowered to manage it with confidence.

12:00 – 1:00 pm Lunch
1:00 – 2:00 pm

Moving to the Cloud

Lisa Traina, CPA, CITP, CGMA • Traina & Associates, A CapinCrouse Company • Baton Rouge, LA

By now, you are likely using a number of cloud or internet-based systems, but you may not be ‘all in’ yet. As you look to make additional moves from on premise systems, you need to know the key factors that should weigh into your decisions. This session will highlight a wide variety of topics including risks, costs, security issues, pitfalls and other important considerations.

2:00 – 3:00 pm

Lease Accounting Changes: Are you Ready?

Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA

The FASB issued ASU 2016-02 in February, 2016 that significantly changes the way entities will account for leases when preparing financial statements in accordance with United States GAAP. The changes will have a substantial impact on the balance sheet and EBITDA for entities that have a material lease contracts. This session will focus on the changes in accounting, as well as issues related to implementation.

3:00 – 3:20 pm Break
3:20 – 4:20 pm

Fundamentals of Business Valuation

Vanessa Brown Claiborne, CPA/ABV, ASA, AEP®, CEPA • Chaffe & Associates, Inc. • New Orleans, LA

Learn the basics of business valuation, including when a valuation is needed, financial statement analysis and adjustment, qualitative and quantitative factors that impact the valuation, different valuation approaches, and much more. This session will give participants a basic understanding of the inputs and structure of a business valuation.

4:30 – 5:20 pm Lagniappe Session

Why Your Clients Should Start Preparing Their Ultimate Exit Strategy Now and How You can Help

Vanessa Brown Claiborne, CPA/ABV, ASA, AEP®, CEPA • Chaffe & Associates, Inc. • New Orleans, LA
Frank deVay, CEPA • Chaffe & Associates, Inc. • New Orleans, LA

In this session, you’ll learn what’s needed to create an effective plan that addresses the business, personal, financial, legal, and tax issues involved in transitioning a privately-owned business. When properly executed, the plan protects the business owner, the owner’s family, and employees while maximizing the value of the business, minimizing taxes, and ensuring the owner is able to accomplish his/her personal and financial goals in the process.

Friday, August 17

8:00 – 9:00 am

Go Beyond Expectations

Kimberly Ellison-Taylor, CPA, CGMA • Global Accounting Strategy Director – Oracle & Immediate Past Chair - AICPA • Washington,DC

Geopolitical shifts, technological innovation and the emergence of a new workforce are driving widespread disruption. They’re redefining how we live and work while dramatically altering market demands. AICPA Chair Kimberly Ellison-Taylor, CPA, CGMA, will share profession-wide initiatives as well as insights on the impact of technology on the Finance function of the future.

9:00 – 10:00 am

#MeToo and You: Time to Revisit Your Policies to Protect Employees and Avoid Complaints

Mag Bickford, JD • McGlinchey Stafford • New Orleans, LA

Now that #MeToo is a part of our vocabulary, what should employers be doing to stay out of the headlines and the courtrooms? This session will discuss the effect of the maturing #MeToo movement and best practices for making sure your handbook provides the realistic substance to head off those claims as well as others common in labor and employment law.

10:00 – 10:20 am Break
10:20 – 11:35 am

Current Louisiana State and Local Tax Update

Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA

This talk will bring you up to date on the most current hot topics and issues in Louisiana state and local taxation. The presentation will highlight any recent state tax legislative changes and developments. Current tax cases and administrative and regulatory matters will also be covered.

11:35 am – 12:35 pm Lunch
12:35 – 1:25 pm

The Louisiana Health Insurance Market and Escape Routes: Summer 2018

Michael R. Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LA

This session seeks to update listeners on the Louisiana Health Insurance market including changes driven by the President’s Executive Order of October 2017 and subsequent regulations. With the advent of IRS Enforcement of the Employer Mandate and the publication of $15B in federal fines on business, this is a very timely topic.

1:25 – 2:15 pm

Crisis Management

Rhonda Barnat • Abernathy MacGregor • New York, NY

In the era of #MeToo, companies often pledge “transparency.” But does that pledge really work? We will cover communication strategies that work while also building trust and building teams.

2:15 – 2:35 pm Break
2:35 – 3:25 pm

The Best Team Wins

Adam Robinson • Hireology • Chicago, IL

Competitive differentiation doesn’t come from your product or service. It comes from your people, and companies who build the best team in their industry can dominate the market for years to come. Adam will explain the science behind great hiring decisions, teaching you a proven process for building your best team and inspiring you to take action.

3:25 – 4:20 pm

Born to Run: A Barbell Year in 2018 as the Bull Charges Ahead

Steve Chiavarone, CFA • Federated Investors • New York, NY

Back by popular demand, Steve will provide analysis and discussion around the economy, markets, and the 2018 mid-term elections.

921 Canal St
New Orleans, LA 70112

Group Rate: $129
Group Code: VNZVNZA (Deluxe King)
Group Code: VNZVNZB (Deluxe Double)
Cut-off date: July 25

Gold Sponsor


Personnel Consulting Group

PCG has been serving the CPA community through direct hire and temporary/contract placement services since 1969. No firm in Louisiana has been here longer, and no firm has had the same staff of accounting recruiters either. Chip, Dan, Laura and Judy bring a combined 100+ years of accounting and finance recruiting experience to work for you, whether you are looking for a career change or seeking to locate a new employee. PCG also offers search services in Engineering, IT, HR and Office Support.

We've been an exhibitor at the Business & Industry Conference since 1989, and we are grateful once again to have the privilege of being the Gold Sponsor.

Frank Loria • 504.581.7800 • floria@pcgla.com

Silver Sponsors


Cost Segregation Initiatives

Cost Segregation Initiatives caters to CPAs and CFOs to help them manage fixed assets in regard to their real estate holdings and related tax issues. This includes cost segregation studies, asset management studies, disposal studies, and repairs/maintenance decisions. Curt regularly consults with CPAs and CFOs on planning and compliance issues relating to depreciation, tangible property regulations, and changes of method of accounting.

Curt Gautreau, CPA • 225.910.8195 • curt@crsbr.com



Gilsbar is one of the largest privately-held health and benefit management organizations in the country. Our Employee Benefits Consulting division can help you navigate health care reform, remain compliant and contain costs. We also offer TPA Services, Wellness, Population Health Management and Advocacy.

Colin Shea • 985.898.1582 • cshea@gilsbar.com



Paychex is a leading provider of payroll, payroll tax, HR, and benefits outsourcing solutions for small- to medium-sized businesses. They also offer 401(k) plan recordkeeping, section 125 plans, a professional employer organization, and other administrative services for businesses.

James Reynolds • 504.368.4455, ext. 4400 • jreynolds@paychex.com

Bronze Sponsors



Powerful technology plus a human touch. Companies of all types and sizes around the world rely on ADP's cloud software and expert insights to help unlock the potential of their people. HR. Talent. Benefits. Payroll. Compliance. Working together to build a better workforce. Because every practice is different, ADP offers flexible options for accounting professionals and their clients, including valuable tax resources and compliance tools. You'll also get access to our award-winning cloud solution Accountant ConnectSM to help you stay connected to your ADP client data. Learn more about how you can partner with ADP by visiting us at adp.com/accountant.

Jessica Higgins • 225.287.8373 • Jessica.Higgins@ADP.com


Hancock Whitney

At Hancock Whitney Bank, your dream is our mission. From treasury management to financing, we customize solutions for your business with our wide array of financial solutions delivered with 5-star service.

Jerry Brodnax • 504.299.5260 • jerry.brodnax@hancockwhitney.com



USI is a leader in insurance brokerage and consulting providing employee benefit solutions, property and casualty solutions, and specialty products.

Bill Crombie • 504.355.5031 • Bill.Crombie@usi.com

Registration Fees

Early Bird (through 8/1) Member/Non-member:
Both Days: $429/629
Register online using the 'Register' button above.

Other Registration Options
Day One: $289/389
Day Two: $289/389

After 8/1, add $50 to your fee.

*Non-CPA staff of LCPA members may attend at the member rate.

To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040 Monday through Friday, 8am to 5pm.

Need to register more than one person?
Fill out our Group Registration Form and email it to register@lcpa.org.