Learn. Innovate. Grow.
Designed for CFOs, controllers, and other financial managers, this conference covers the major topics and biggest issues facing industry accounting departments today. You’ll hear from some of the state’s leading authorities and award-winning instructors
on hits like cybersecurity risks and repercussions, strengthening your controls and processes to prevent fraud, the psychology of decision-making, and more. You’ll leave with fresh ideas on how to make your organization more profitable
and less susceptible to threats. Plus, you’ll get to connect with ~125 CFOs and controllers from around the state. Don’t miss it!
You receive this value-packed experience:
- Up to 9 hours of CPE credit
- Print materials, and access to electronic versions
- Continental breakfast, lunch, afternoon snack, coffee, and soft drinks
- A chance to network with ~125 attendees, mostly CFOs and controllers
- A list of workshop attendees
"Absolutely blown away with my first experience at this conference. Will definitely be making this an annual MUST!”
— 2019 Attendee
7:00 – 7:50 am
Nonprofit Board Development & Governance
Beverly Brooks Thompson, PhD, CFRE • Managing Director - Carter Global • Baton Rouge, LA
This session will give a brief overview of the role of Board Members including roles, expectations, trends and challenges in being an effective Board leader. Intended to assist nonprofit board members and staff work together more effectively with an understanding
of what the “real work” and risks are for board members.
8:00 – 8:50 am
Preventing Fraud in SMEs
J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA
Many members of management have little to no idea that they are responsible to establish, maintain, and monitor controls related to the prevention and detection of fraud, much less what they should be doing to meet their obligations. This session will
review some basic fraud prevention steps that anyone can perform to reduce the occurrence of fraud and assist in detection.
8:50 – 9:40 am
Cybersecurity: Lessons Learned
Dustin Glover, CISSP • Chief Information Security Officer – State of Louisiana • Baton Rouge, LA
9:40 – 10:00 am
10:00 – 10:50 am
No News May Be Good News: Current Louisiana State and Local Tax Legislative Developments
Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA
10:50 – 11:40 am
The High Cost of Free Social Media
Stafford Wood, APR • Founder/President – Covalent Logic • Baton Rouge, LA
In this engaging presentation, Stafford Wood will offer the good, the bad and the ugly of using social media for your company. She will cover best practices in social media marketing with an eye towards mitigating risk, limiting liability, reducing time
spent, budgeting for expenses and encouraging appropriate employee engagement with corporate social media policies.
11:40 am – 12:40 pm
12:40 – 1:30 pm
How Does Baton Rouge Stack Up to Its Competition?
Adam Knapp • President & CEO – Baton Rouge Area Chamber • Baton Rouge, LA
The Baton Rouge Area has experienced recent economic success with continued expansion in manufacturing and professional services. As we seek to drive future growth and wealth creation, we will explore the region’s competitiveness to other major metros
in the US to see the areas of strength and, well, let’s say, opportunity.
1:30 – 2:20 pm
Using PowerBI for Data Analytics to Pump Up Your Metrics, Forecasting, and Reports
Laurie Jennings • IT Project Coordinator – LSU Health Sciences Center • New Orleans, LA
Brandon Zeringue • IT Analyst 4 – LSU Health Sciences Center New Orleans, LA
2:20 – 2:40 pm
2:40 – 3:30 pm
Ten Things Your Auditor Wants You to Know
Philip J. Gunn, CPA, CGMA • Postlethwaite & Netterville • Metairie, LA
3:30 – 4:20 pm
My Brain Made Me Do It: The Decision-Making Process and Why We Sometimes Make Poor Planning Decisions
Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA
Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA Award-winning instructor Anne Oestriecher will be present an insightful look at why and how we make some of the decisions we make, including examples of investment
decisions. Some of her findings just might surprise you and have you thinking differently about your approach to how you make decisions.
Meet the Speakers
Robert S. Angelico, CPA, JD
Liskow & Lewis, APLC • New Orleans, LA
Robert S. Angelico is the president and managing partner of the law firm of Liskow & Lewis, APLC, where he heads up the firm’s tax practice. Mr. Angelico concentrates a significant part of his practice in the area of Louisiana state and local taxation
representing multinational, national, and local clients. He assists clients in connection with state and parish tax audits, tax planning strategies, and in administrative appeals and state and local tax litigation, involving all areas
of Louisiana taxation. Mr. Angelico earned his accounting degree from LSU and his law degree from Loyola University. Mr. Angelico is a board certified tax specialist and a licensed certified public accountant. He has been listed in
Best Lawyers in America in the specialty of tax law for the past several years. He is the past chairman of the Louisiana Tax Conference Committee, the Louisiana Taxation Committee, and the Legislation Committee for the Society of Louisiana
Certified Public Accountants, and he is a past president of the LCPA. Mr. Angelico has over 38 years experience in the tax field, the last 32 years as a lawyer with Liskow & Lewis. Mr. Angelico is the past chairman of the Taxation
Section of the Louisiana State Bar Association. For several years Mr. Angelico has taught courses for the LCPA on Louisiana Sales and Use Tax, Louisiana Ad Valorem Taxation, and Louisiana Tax Incentive Programs, and he is a frequent
author and lecturer on Louisiana state and local tax topics.
Philip J. Gunn, CPA, CGMA
Postlethwaite & Netterville • Metairie, LA
Philip J. Gunn, CPA, CGMA, is a Director in P&N’s Accounting and Assurance Services Group and the Managing Director of the firm’s New Orleans area practice. Prior to joining the firm in 2013, Phil served as an Audit Partner for Ernst & Young for
With over 40 years of public accounting experience, Phil has worked extensively in a variety of industries, with an emphasis on energy, industrial and consumer products companies. Phil’s experience includes serving emerging, high growth
businesses and Fortune 100 multi-national companies. He has also been an expert witness on accounting matters. He also has extensive experience with acquisition and divestiture transactions, and has substantial SEC experience, including
internal control testing and internal audit projects.
J. Michael Inzina, CPA, CGFM, CGMA
Altec, Inc. • Monroe, LA
J. Michael Inzina, CPA, CGFM, CGMA 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 over 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) 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 and Litigation Support Committees. Mike also serves on the GASB Service Efforts and Accomplishments Task
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. He received a Special Recognition Award from the Society of Louisiana CPAs Board of Directors for his contributions
to continuing education in 1994, and was awarded the 2001 National Education and Training Award from the Association of Government Accountants. In 2009, Mike was named Beta Alpha Psi Business Information.
Anne Oestriecher, CPA, CFP
Oestriecher Financial Management Services • Alexandria, LA
Anne’s career has spanned public accounting, banking, nonprofits, and financial services. In 2005, Anne started her own practice providing consulting services to small businesses and leading CPE for CPAs across the country. In 2009, she expanded her services
to include financial planning for individuals and companies to help them reach their financial goals. Now based in Alexandria, Anne is a graduate of Loyola University in New Orleans, with a BBA in accounting. In 2009, she was named
LCPA’s Discussion Leader of the Year.
Stafford Wood, APR
Founder/President – Covalent Logic • Baton Rouge, LA
Her friendly face and casual demeanor about all things business are merely a decoy - there is no one else you want on your side for a once-in-a-lifetime opportunity or defending you in a crisis. Stafford Wood is a deadly combination of strategic brains,
mystical intuition, humor and corporate marketing intelligence. As the Founder and President of Covalent Logic for the past fifteen years, Stafford leads a team of thirty corporate communications experts in internal communications,
graphic design, web development and public relations. They currently serve more than a hundred global and local clients like Shell Chemical, Hilton Worldwide and the Office of the Governor. As an Accredited Senior Practitioner of Public
Relations, she's received two lifetime achievement awards from the American Advertising Federation and the Public Relations Association of Louisiana and has been inducted into the Southern Public Relations Federation Hall of Fame.
Beverly Brooks Thompson, PhD, CFRE
Managing Director - Carter Global • Baton Rouge, LA
Beverly Brooks Thompson is a published academic and practitioner in the field of philanthropic leadership. She holds a Doctorate in Human Resource Development specializing in Organizational Leadership with more than 20 years of fundraising campaign experience.
Her fundraising counsel focuses on major and mega gift strategies, leadership coaching, campaign counsel and readiness, capacity building, and organizational assessment. Beverly combines proven advancement principles and fundraising
best practices with innovative, custom-tailored strategies to assist clients in realizing their philanthropic goals. Thompson has been licensed as a Certified Fundraising Executive (CFRE), is a Certified Advisor in 21/64 Next Generation
Family Wealth and is a Master Trainer for the Association of Fundraising Professionals. In addition, she is serves as an adjunct faculty member at the Valdry Center of Philanthropy at Southern University in Baton Rouge, LA.
Thompson gained national attention as the Director for Forever LSU: The Campaign for Louisiana State University, supporting the three adjoining campuses of LSU. Raising more than $798 million (exceeding the $750 million goal), the Forever LSU campaign
has stood out as a paradigm for success in higher education campaigns nationwide. In addition, Thompson has held executive leadership roles at Brooks Thompson Consulting, Pursuant and the Foundation for Woman’s at Woman’s Hospital.
Programs under Dr. Thompson’s direction have received national awards and recognition at CASE, APAP and NASPA, as well as awards from the American Advertising Federation.
President & CEO – Baton Rouge Area Chamber • Baton Rouge, LA
Adam is the President and CEO of the Baton Rouge Area Chamber, which he joined in 2008. BRAC leads economic development in the nine-parish Capital Area of Louisiana. BRAC’s team works to secure business investment and economic growth for
the Capital region, while at the same time leading efforts to enhance the region’s competitiveness and improve the conditions for business investment.
Adam is married to Megan Johnson Knapp, a Virginia native, and they have three young children, Sadie, Hattie, and Nicholas. Adam is a native of Lake Charles, Louisiana, where his family still lives. He volunteers on the Boards for Arts
Council, New Schools Baton Rouge, and Teach for America, and attends University Presbyterian Church.
Knapp completed his undergraduate degree at Davidson College in North Carolina about ten years too early to have met Stephan Curry. He started his career in the private sector, where he worked in in Chicago and Silicon Valley as a consultant
for Accenture, a global consulting firm. After Accenture, Adam returned to Louisiana to serve Governors Mike Foster and Kathleen Blanco as Economic Development Advisor, worked for Louisiana Economic Development, and – after the 2005
hurricanes – as Deputy Director of the Louisiana Recovery Authority.
7000 Bluebonnet Blvd.
Baton Rouge, LA 70810
Group Rate: $139/night*
Cut-off date: March 1
*Note: Mention “LCPA 2020 Controllers Workshop” to get this rate.
Sponsorships for this event are still available. Check our Marketing Guide for packages and pricing
or contact Misean Reed for more information.
Get a $50 discount when you register by March 5!
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.
To register by mail, fill out our Individual Registration Form and mail it to 2400 Veterans Blvd., Suite 500, Kenner, LA 70062.
Need to register more than one person? Fill out our Group Registration Form and email it to email@example.com.