2020 Controllers Workshop (BC20)
Register Tell a Friend About This EventTell a Friend
 

 Export to Your Calendar 3/20/2020
When: March 20, 2020
8:00 AM until 4:20 PM
Where: Renaissance Hotel
7000 Bluebonnet Blvd
Baton Rouge, Louisiana 
United States
Presenter: Various


Online registration is available until: 3/20/2020
« Go to Upcoming Event List  

2020 Controllers Workshop

March 20 • Renaissance Hotel, Baton Rouge

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

Agenda

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

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 Break/Visit Exhibitors
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 Lunch (included)
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 Break/Visit Exhibitors
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

Read More

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

Read More

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 20 years.

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

Read More

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 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. 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

Read More

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

Read More

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

Read More

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.

Adam Knapp

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

Read More

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.

Hotel

Renaissance Hotel

7000 Bluebonnet Blvd.
Baton Rouge, LA 70810
225.215.7000

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

Reserve Online


*Note: Mention “LCPA 2020 Controllers Workshop” to get this rate.

Gold Sponsor

costSegregationInitiatives
X

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.

Silver Sponsor

ADP
X

ADP

ADP® helps accounting professionals by designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Time Management, Benefits, and Payroll. Informed by data and designed for people. Learn more at adp.com/lcpa.

Bronze Sponsors

CarrRiggsIngramp
X

Carr Riggs & Ingram

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

Hancock
X

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.

HorizonFinancialGroup
X

Horizon Financial Group

Whether you own a business and want to give your employees the best retirement options, or you just want to make sure that your individual retirement plan is future-proof, we’ll help you make the right moves. Our team serves as the primary point of contact for not only you, the plan sponsor, to help manage your fiduciary responsibilities, but also for your participants to answer questions about their investments in the plan.

Luca Falcone
X

Falcone Custom Clothiers

Luca Falcone is a true clothier specializing in handmade custom suits, tuxedos, jackets, shirts, and shoes. We combine the traditional art of hand-tailored, bespoke clothing with a modern approach for today’s man. The most beautiful and desirable things in life cannot be explained, so let us show you. Visit our Magazine Street showroom in New Orleans or schedule an appointment with one of our custom clothiers to meet at your home or office.

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. And we help job seekers find rewarding positions where they can thrive. We’ve been making happy matches since 1948.


Sponsorships for this event are still available. Check our Marketing Guide for packages and pricing
or contact Misean Reed for more information.

Registration Information

Acronym: BC20

Registration Fees:

Members: $349

Non-Members: $449


Get a $50 discount when you register by March 5!
Non-CPA staff of LCPA members may attend at the member rate.

Register

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 register@lcpa.org.