2019 Accounting & Auditing Conference - BOTH DAYS (LAAC19)
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8/22/2019 to 8/23/2019
When: August 22 & 23, 2019
8:30 AM until 4:25 PM
Where: Ritz Carlton New Orleans
921 Canal Street
New Orleans, Louisiana  70112
United States
Presenter: Various


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2019 Accounting & Auditing Conference

August 22-23 • The Ritz-Carlton, New Orleans

Hug the curve.

There have been a lot of changes to A&A standards in recent years — let LCPA’s pit crew help you navigate the twists and turns. Our lineup is packed with some of the most knowledgeable practitioners in the industry, so they’ll get you up to speed on the new standards and show you how to fine-tune your processes to comply. We’ll also discuss new instruments to help you get the most out of your dashboard’s data. You’ll leave with information to help you make the right adjustments so you cruise through the curves.

Meet the Speakers

William "Bill" Balhoff, CPA, CFF, CGMA

Postlethwaite & Netterville • Baton Rouge, LA

Ryan Berry, CPA

Carr Riggs & Ingram • Metairie, LA

Riley Busenlener, CPA/ABV, ASA, AEP, JD

Chaffe & Associates, Inc. • New Orleans, LA

Frank deVay, CEPA

Chaffe & Associates, Inc. • New Orleans, LA

Nene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA

Chaffe & Associates • New Orleans, LA

Ron Gitz, CPA, CGMA

CEO – Society of Louisiana CPAs • Kenner, LA

Michael Glynn, CPA, CGMA

Sr. Manager, AICPA Audit & Attest Standards, and Staff Liaison to the Accounting and Review Services Committee • New York, NY

Brandon Lagarde, CPA, JD, LLM

Postlethwaite & Netterville • Baton Rouge, LA

Curtis P. Meaux, CPA, CGMA

Former Treasurer – RoyOMartin • Alexandria, LA

Les Nettleton

Bourgeois Bennett, LLC • New Orleans, LA

Stephen Morgan

Director of Investment Solutions – Hancock Whitney Asset Management • New Orleans, LA

Anne Oestriecher, CPA, CFP

Oestriecher Financial Management Services • Alexandria, LA

Kurt Oestriecher, CPA

Oestriecher & Company • Alexandria, LA

Jared S. Soileau, CIA, CRMA, CISA, CPA

LSU • Baton Rouge, LA

Candace "Candy" Wright, CPA, CFF

Director - Postlethwaite & Netterville and PCC Chair• Baton Rouge, LA

Agenda

Thursday, August 22
7:45 - 8:25 am Registration & Continental Breakfast
8:25 – 8:30 am

Welcome & Opening Remarks

Paul Riggs Jr., CPA – Chairman
8:30 – 9:20 am

Hugging the Curves: The Fed, the Markets, and the Global Economy

Stephen Morgan • Director of Investment Solutions – Hancock Whitney Asset Management • New Orleans, LA

Geopolitical events continue to impact the global economy and capital markets. We examine the current state of the economy, the stance of central banks, and the outlook for markets.

9:20 – 10:10 am

Private Company Council Update

Candace "Candy" Wright, CPA, CFF • Director - Postlethwaite & Netterville and PCC Chair• Baton Rouge, LA

Coming soon!

10:10 – 10:30 am Break
10:30 – 11:30 am

2019 Update on Standards for Audits, Reviews, Compilations, and Preparation Engagements

Michael Glynn, CPA, CGMA • Sr. Manager, AICPA Audit & Attest Standards, and Staff Liaison to the Accounting and Review Services Committee • New York, NY

The session will be an interactive discussion of professional standards with a senior manager from the AICPA’s Audit & Attest Standards Team. Included will be:

  • Recently issued standards and guidance for audits, reviews, compilations, and preparation engagements
  • Recent exposure drafts of proposed standards
  • Other standard-setting projects
  • Interpretative publications and staff guidance
11:30 am – 12:30 pm Lunch
12:30 – 1:20 pm

Byte-Sized Analytics

Jared S. Soileau, CIA, CRMA, CISA, CPA • LSU • Baton Rouge, LA

Smaller firms and audit teams often struggle with how to use analytics to audit more efficiently. Research, thought leadership, and industry publications routinely publish information about the value added through analytics, and most auditors would readily capitalize on an opportunity to do more with less.

The challenge for those audit departments with constrained resources is not what to do, but rather how to go about doing it. This session is designed to break analytics down into bite sized piece and demonstrate to the audience some of the tools and techniques they may have at their disposal using their current toolkit (like excel, IDEA, or others).

1:20 – 2:10 pm

The Evolution of the Profession

Ron Gitz, CPA, CGMA • CEO – Society of Louisiana CPAs • Kenner, LA

Coming soon!

2:10 – 2:30 pm Break
2:30 – 4:00 pm

Technology Update

Les Nettleton • Bourgeois Bennett, LLC • New Orleans, LA

Coming soon!

4:00 – 4:50 pm

The State of the State

Julie Stokes, CPA • LA Representative, District 79 • Kenner, LA

Coming soon!

5:00 – 5:50 pm
Lagniappe Session

How to Exit Your Business Gracefully

Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA

All great plans take preparation, and a succession plan is no exception. Learn how to identify the value drivers of your business, likely buyers, and efficient ways to transfer your small business or practice.

Friday, August 23
7:30 - 8:00 am Registration & Continental Breakfast
8:00 – 9:00 am

2019 FASB Update

Ryan Berry, CPA • Carr Riggs & Ingram • Metairie, LA

This session is designed to provide a comprehensive update of recently issued and effective Accounting Standards Updates issued by the Financial Accounting Standards Board.

9:00 – 10:00 am

Tax Cuts and Jobs Act: How Did 2018 Shake Out?

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

The Tax Cuts and Jobs Act (commonly referred to as “Tax Reform”) was the largest change to the tax code in over 30 years. With the 2018 tax season in the rear-view mirror, what have we learned about Tax Reform? This session will discuss how Tax Reform has impacted taxpayers of all shapes and sizes over the past year and how to get ahead of year-end tax planning now that we know what we’re dealing with.

10:00 – 10:20 am Break
10:20 – 11:10 am
Concurrent Sessions

A. How to Review a Business Valuation: Red Flags and Other Important Issues

Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA

Not all business valuations are created equal. Learn what issues tend to raise red flags, how to avoid them, and what valuation professionals consider best practices to consistently implement. We will walk-through several common issues and cover some that you may not expect as we examine a realistic valuation assignment.

B. Excel Features and Functions for Accountants and Auditors

Curtis P. Meaux, CPA, CGMA • Former Treasurer – RoyOMartin • Alexandria, LA

All accountants use Excel to some degree in performing their accounting and auditing tasks. In this session, Curtis hopes to demonstrate how you can use more of the functions and features of Excel to your benefit, helping you to developing better analytics, or assisting with repetitive jobs. He’ll use tried and true examples to demonstrate functions and features that should benefit folks who just know the basics of working with Excel and struggle sometimes getting things accomplished.

11:10 – 11:15 am Change Break
11:15 am – 12:05 pm
Concurrent Sessions

C. Transitioning From Client Management to Practice Management

William "Bill" Balhoff, CPA, CFF, CGMA • Postlethwaite & Netterville • Baton Rouge, LA

Coming soon!

D. Best Practices in Fair Value Measurement: An Introduction to the Mandatory Performance Framework (“MPF”)

Nene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LA

Learn about how the new non-authoritative framework and CEIV credential help support the audit of fair value measurements, which include the fair value of a business, business interest, intangible asset, certain liabilities, and inventory. The MPF will result in more consistent, higher quality, and better documented valuation engagements for financial reporting purposes, which will result in supportable and auditable fair value measurements.

12:05 – 1:05 pm Lunch
1:05 – 2:15 pm

Risk Assessment Under GAAS

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

It has been several years since the Auditing Standards Board issued the Risk Assessment Standards, yet our profession still struggles with implementation. A recent survey of peer reviewers found over half of 400 audits they reviewed were non-conforming due to lack of compliance with the risk assessment standards. This session will highlight not only the standards, but also implementation and integration with practice tools such as PPC Smart Practice Aids.

2:15 – 2:35 pm Break
2:35 – 3:25 pm

Revenue Recognition Transition

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

Rev Rec is finally here. We have all heard about the five-step process of revenue recognition, but actually applying the standard and implementing transition may be a challenge. This course will look at the tools available to assist in transition, and also provide examples from public companies.

3:25 – 4:25 pm

Leases Implementation

Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA

This session will provide practical insights into the final steps needed to implement the Lease Accounting standard, including ideas on internal controls and required transition disclosures.

Gold Sponsor

PCG
X

Alexander & Sanders

Alexander & Sanders has specialized in professional liability insurance and risk management services for over 45 years. CAMICO is the largest CPA-directed provider of professional liability (PL) for CPA firms in the US. Together, CAMICO and Alexander &Sanders have played a big part in stabilizing the PL marketplace in Louisiana, while pioneering value-added risk and practice management services. If you are a Professional practicing in Louisiana and are not currently a client of Alexander & Sanders, let us show you how we can help you with your insurance and riskmanagement needs.

Richard Moeller & Wyatt Sanders • 225.295.2995 • richard@alexsand.com

Silver Sponsor

Gilsbar
X

Gilsbar

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.

Ashley Erkel • 985.898.1582 • aerkel@gilsbar.com

Bronze Sponsors

RobertHalf
X

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

NMGI
X

Network Management Group, Inc.

Network Management Group, Inc. (NMGI) provides consulting, technology solutions, systems and related services to public and private sector clients throughout the United States. NMGI is based in Hutchinson, Kansas (and has a team of 30 + employees) focused on solving the needs of business. NMGI owner Randy Johnston is a nationally-known business and technology expert with 30 + years of experience.

620.664.6000 • sales@nmgi.com

Hotel

The Ritz-Carlton, New Orleans

921 Canal Street
New Orleans, LA
800.826.8987

Group Rate: $129
Cut-off date: 7/31

Group Codes: WGZWGZA (King Bed)
WGZWGZB (Double Queens)

Reserve Online


Parking

Same Day In/Out Valet: $12/day
Overnight Valet: $26/day + tax

If you prefer other public parking options,
please try one of the following (rates may vary):
• Premium Parking (716 Iberville Street)
• D.H. Holmes Garage (817 Iberville Street)

Registration Information

CPE: Up to 16 Credits

Acronym: LAAC19

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.

Both Days

Registration Fee: $689/489

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First Day Only

Registration Fee: $339/439

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Second Day Only

Registration Fee: $339/439

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