2019 Controllers Workshop (BC19)
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When: 03/22/2019
8:00 AM until 4:20 PM
Where: Renaissance Hotel
7000 Bluebonnet Blvd
Baton Rouge, Louisiana 
United States
Presenter: Various

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2019 Controllers Workshop

March 22 • Renaissance Hotel, Baton Rouge

See the big picture.

The Controllers Workshop will focus on some of the biggest issues facing businesses today. You’ll get up to speed on sales tax rules in the wake of Wayfair, a snapshot of where we’re at with the new revenue recognition standards, tips for managing your ever-evolving team, and we’ll scan the business landscape for what may lie in the periphery. And of course, none of this matters if you have to shutter your business due to a catastrophe so we’ll make sure your disaster plan is ready to meet a new era of risks.

Don’t miss this chance to network with 150+ management accountants from across the state and capture crucial updates to add value to your business and its bottom line.


6:30 am Registration Opens
7:00 – 7:50 am
Optional Lagniappe Session

Disaster Planning and Crisis Management: Lessons Learned From Actual Experiences and Through Extensive Testing

Annette Vaccaro, SVP & CFO; David Fahr, Sr. Director of Technology and Jamey LeBlanc, Senior Director of Strategic Business Support – Community Coffee Company, LLC • Baton Rouge, LA
8:00 – 8:50 am

A Region’s Transformation

Adam Knapp • President & CEO – Baton Rouge Area Chamber • Baton Rouge, LA

Keys to the region’s economic future. The region’s economic growth and vitality is important to individuals, small businesses, service firms, and large businesses. In leading economic development for the Baton Rouge Area, BRAC has a unique vantage point from which to view the Baton Rouge business landscape. Knapp will speak about a few key priorities that are the focus of the business community in order to drive the local economy’s growth.

8:50 - 9:40 am

Tax Reform: Is It Time to Rethink Your Choice of Entity?

Brandon Lagarde, CPA, JD, LLM, and Kathryn Pittman, JD • Postlethwaite & Netterville • Baton Rouge, LA

Tax Reform had a major impact on all taxpayers. Corporations received a major rate cut to a flat 21%, while passthrough businesses received a rate cut with the new IRC section 199 deduction. This presentation will discuss choice of entity considerations in this brave new tax world.

9:40 – 10:00 am Break/Visit Exhibitors
10:00 – 11:30 am

Revenue Recognition and Leases

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

Description coming soon!

11:30 am – 12:30 pm Lunch (included)
12:30 – 1:30 pm

Managing a Multi-Generational Workforce

Mag Bickford, JD; Camile Bryant, JD; and Shannon Sale, JD • McGlinchey Stafford • New Orleans, LA
Farren Davis • Southern University Law Student • Baton Rouge, LA

Communication mishaps between generations tend to inspire a lot of eye-rolling — from both sides. In the workplace, these gaps can feel even more pronounced and have adverse effects on work teams and the office environment. What is your communication style? Does it vary when dealing with coworkers and clients? Come hear from our engaging speakers provide relevant employment law and practical advice regarding intergenerational workplaces as we learn how communication styles can affect productivity and morale.

1:30 – 2:20 pm

The Power of Office 365 Collaboration

Bob Oster • nSpire Technologies • New Orleans, LA

Gone are the days of emailing files back and forth, or having to print documents for collaborative editing With Office 365 and OneDrive, you can now share certain files or folders with persons outside your team or organization and even work on the documents together in real time. In this session, we will explore the ways these features can be useful in today’s business environment, and demonstrate how it works.

2:20 – 2:40 pm Break/Visit Exhibitors
2:40 – 3:30 pm

Wayfair 9 Months Later: Who Wants Me to Collect Their Sales Tax?

Gary Dressler, CPA • Postlethwaite & Netterville • Metairie, LA

As a Louisiana business selling to customers in multiple states, you need to know when other states can force you to collect their sales tax on goods and services delivered into their state. March 2019 will be nine months after the US Supreme Court ruling and by that time most, if not all states will have enacted laws or promulgated rules detailing who has economic nexus and must collect their sales tax. Even if you sell non-taxable goods or services into other states you need to take steps to protect yourself from an audit that may identify a liability for you.

3:30 – 4:20 pm

Case Studies in Fraud

Kevin Kelley • Louisiana Legislative Auditor • Baton Rouge, LA

This presentation will discuss real life forensic reports and describe what was reported and how the fraud was discovered.


Renaissance Hotel

7000 Bluebonnet Blvd.
Baton Rouge, LA 70810

Group Rate: $139/night*
Cut-off date: March 1

Reserve Online

*Note: Mention LCPA's 2019 Controllers Workshop
to get this rate when reserving by phone.

Registration Information

Members: $289
Non-Members: $389

Non-CPA staff of LCPA members may attend at the member rate. Rates are good through 3/11. After 3/11, add $50 to your fee.

CPE: Up to 9 Credits

Acronym: BC19

To register online, use the ‘Register’ button below.
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.


Gold Sponsor


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

Bronze Sponsors



Avalara helps businesses of all sizes achieve compliance with transactional taxes, including sales and use, VAT, excise, communications, and other tax types. The company delivers comprehensive, automated, cloud-based solutions that are designed to be fast, accurate, and easy to use. We automate and simplify governmental compliance processes, including tax determination, exemption certificate management, and tax return preparation, filing, and remittance. Avalara works within a customer’s own accounting, ERP, ecommerce or other business applications making the integration of tax and compliance solutions easy for customers.

Brigitte Merten • 949.510.7335 • Brigitte.merten@avalara.com


Carr, Riggs & Ingram, CPAs and Advisors

We are one of the fastest-growing firms in the U.S. because we expand our service offerings to evolve with our clients’ personal and business needs. For example, we guide individuals in properly managing taxes, planning estates, formulating wealth management strategies, and more. We also provide auditing & attestation, accounting, tax, forensic accounting, consulting, merger and acquisition (M&A), and investment banking services to businesses of all sizes. This variety of service offerings combines with our commitment of getting to know our clients, and the result is tailored client service.

Joe Kane • 318.401.9246 • jkane@cricpa.com


Hancock Whitney Bank

Hancock Whitney offers expertise in all aspects of Commercial Banking, Treasury Services, International Banking, and specialized financial solutions. From operating accounts with great value to sophisticated financing solutions to treasury products that help you manage your payments and deposits, our job is to anticipate the needs of your business.

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

Lauren Martinez • 985.381.3386 • lmartinez@paychex.com


Robert Half

With more than 400 specialized locations worldwide, Robert Half is dedicated to connecting you with professionals with skills well-matched to your hiring needs.

Shana Silcio • 504.529.9747 • shana.silcio@roberthalf.com


AIM Technologies

AIM Technologies

AIM Technologies is a Microsoft Gold Certified Partner and Acumatica Partner with proven expertise in ERP and CRM solutions. AIM Technologies team members have provided software consulting and implementation services for many different software solutions and in many environments for more than 20 years.

CKen Fournet • 337.319.6163 • kfournet@aim-technologies.com

Ener Systems

Ener Systems

Started in 1997, Ener Systems is a complete technology solution provider. We are 100% committed to making sure business owners have the most reliable and professional IT service in St. Tammany Parish, Jefferson Parish and Orleans Parish. Our team of talented IT professionals can solve your IT nightmares once and for all.

Theresa Jones • 985.273.5503 • tmj@enersystems.com

Brooke Companies

Brooke Companies

Brooke is a dynamic, full-service company offering temporary, temp-to-hire and direct-hire professionals to businesses looking for real team members. Whether you need General Office Support (including administrative and clerical positions), Legal or Accounting/Finance —we understand getting someone up to speed quickly makes them a more effective employee. Because of extensive screening, skills testing, and our in depth interview process, Brooke employees are amongst the top 20% of job seekers. We guarantee it 100%.

Caroline Middleton • 504.834.9772 • CarolineM@brookecompanies.com

Horizon Financial Group

Horizon Financial Group

Horizon Financial Group is a Baton Rouge-based financial services firm. We’ve serviced company retirement plans for over two decades, while also providing investment management and financial planning services to business owners, executives and other individuals.

Personnel Consulting Group

Personnel Consulting Group

PCG has been serving the CPA community through direct hire and temporary/contract placement services since 1969. Jim, 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.

Frank Loria • 504.581.7800 • floria@pcgla.com



Restech offers IT security, IT support and services to businesses throughout Louisiana. We take the weight of your IT issues, so you can spend your time wisely. We make your IT life easier.

Matthew Diaz • 504.733.5633 • matt@restech.net