2020 Accounting & Auditing Conference - BOTH DAYS (LAAC20)
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2020 Accounting & Auditing Conference - BOTH DAYS (LAAC20)

 Export to Your Calendar 8/20/2020 to 8/21/2020
When: August 20-21, 2020
8:30 AM until 4:25 PM
Where: Webcast
921 Canal Street
United States
Presenter: Various
Contact: 2020 Accounting & Auditing Conference - BOTH DAYS
LAAC20


Online registration is available until: 8/20/2020
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2020 Louisiana Accounting & Auditing Conference

August 20-21 via Webcast

Leave no stone unturned.

It is the responsibility of an auditor to investigate every possible means to attest to the accuracy of financial statements, and in doing so, to uncover errors or opportunities for improved efficiencies. LCPA's Louisiana Accounting & Auditing Conference aggregates leaders in A&A to take a hard look at topics such as the economy, revenue recognition, employee benefit plans, SSARS, technology, valuation, leases, and more, and how those issue impact your role. You'll polish up your skills and be on the way to becoming an A&A rock star.

We're bringing the conference to you!

The conference will look a little different this year, but you’ll get the same great content you’ve come to expect from LCPA events. Here’s how it will work:

  • The speakers will be “live” from their location, so you’ll see them on-screen next to their presentation.
  • All materials will be distributed electronically, ensuring you have the most up-to-date information that you can easily save for future reference.
  • The platform is interactive – you’ll have to ability to ask questions of the speaker.
  • The CPE verification process is simple and we’ve built in breaks so you can take a stretch

So make plans to join us from the comfort of your favorite wifi-enabled location. Register today!

Due to the COVID-19 crisis, the Accounting & Auditing Conference will be offered as a live-stream webcast this year. The format may be different but rest assured, you’ll get the same great content delivered by some of our most popular speakers — all from the comfort of your home or office.

The health of our members, speakers, and staff is always top of mind as we find innovative ways to bring you the most relevant information as safely as possible at the same quality as you have come to expect.

–The LCPA Team

Agenda

Thursday, August 20
7:30 am Webcast Access Opens
Please login early to test audio and video settings.
8:25 – 8:30 am Welcome & Opening Remarks
Nene G. Gianfala, Chaffe & Associates, Inc • New Orleans, LA
8:30 – 9:30 am

Economic Update

Professor Peter Ricchiuti • Tulane University’s Freeman School of Business • New Orleans, LA

Coming soon!

9:30 – 10:20 am

PPP Loan Forgiveness

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

Coming soon!

10:20 – 10:40 am Break
10:40 – 11:30 am

A&A Update for Employee Benefit Plan Audits Including the New EBP Audit Standard

Bonnie Marcantel, CPA, CCIFP • Postlethwaite & Netterville • Baton Rouge, LA

Bonnie will cover the latest accounting and auditing changes and hot topics impacting employee benefit plan audits. The session will include discussion of the new EBP SAS – Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA.

11:30 am – 12:30 pm Lunch Break
12:30 – 1:40 pm

SSARS Update

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

Coming soon!

1:40 – 2:40 pm

Technology Update

Lisa Traina, CPA, CITP, CGMA • CapinTech, a CapinCrouse Company • Baton Rouge, LA

Technology is heavily ingrained in the daily functions of all firms and organizations. Staying updated and looking to the future are critical as digital transformations abound. This session will get you up to speed on the latest technology trends that are revolutionizing the work environment, including remote working trends, business collaboration tools, and other technology that can significantly streamline processes and workflows.

2:40 – 3:00 pm Break
3:00 – 4:00 pm

Cybersecurity Update

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

During the past year, attacks have become more complex and are now focusing on ransom and financial fraud. Add in the complexities created by Covid-19 and Cybersecurity is more important than ever. This session will look at working from home, moving company files from servers to numerous locations and the risks associated with addressing the issues of Covid-19. We will look at social engineering and the importance of a security training program. Plus, we will demonstrate how to identify and address email threats, ransomware, and scams.

4:00 – 4:50 pm

Responsibilities of Nonprofit Governing Boards in Assessing Financial Sustainability

Andy Kopplin • Greater New Orleans Foundation • New Orleans, LA

Andy will discuss board member responsibilities around ensuring organizations they serve have viable plans for financial sustainability, how to evaluate and support those plans, and the importance of considering partnerships and even mergers to create stronger organizations where financial sustainability proves challenging.

Friday, August 21
7:30 am Webcast Access Opens
Please login early to test audio and video settings.
7:55 am Welcome & Opening Remarks
Nene G. Gianfala, Chaffe & Associates, Inc • New Orleans, LA
8:00 – 8:50 am

Going Concerns in Time of Uncertainty

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

As we continue with the crisis that we call 2020, how might today’s issues (both the pandemic and the social unrest facing our country today) impact the ability of business to continue as going concerns? Learn what both auditors and management need to do to fulfill their responsibilities relating to going concern.

8:50 – 9:45 am

Recent PCC Activities and Updates

Candace "Candy" Wright, CPA, CFF • Postlethwaite & Netterville • Baton Rouge, LA

This session will cover the recent activities of the Private Company Council (PCC) including updates on matters discussed with the Financial Accounting Standards Board on its current technical agenda as well as accounting matters that are present in the COVID-19 environment.!

9:45 – 10:05 am Break
10:05 – 11:00 am

Valuation in Times of Uncertainty: What’s the Discount for a Pandemic?

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

What do you do when the old models don’t work? This presentation will cover the impact of the pandemic on company value from the perspective of the company’s performance, industry changes as well as the pool of available buyers.

11:00 am – 11:55 am

Tick & Tie With a TPA

Melissa Terito, CPA • Faulk & Winkler/Sentinel Pension • Baton Rouge, LA

This session will give you an overview of the process involving retirement plan compliance testing, contribution allocations, and asset reconciliation. It will include appropriate corrections for plan sponsor errors, and real-life case studies demonstrating situations to watch for.

11:55 am – 12:55 pm Lunch Break
12:55 – 2:05 pm

Tax Impacts of COVID-19

Gina Rachel, CPA • Postlethwaite & Netterville • Metairie, LA

One Act, Two Act, Three Act, More. This session will give you an analysis of this year’s recent tax changes as it relates to the COVID-19 response.

2:05 – 3:05 pm

Analytics and Visualization for Everyone: Using Excel and Power BI

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

This session will provide an understanding of using Microsoft Excel for analyzing data to identify Gaps, Duplicates, and Outliers. The session will also include an overview of Power BI.

3:05 – 3:25 pm Break
3:25 – 4:25 pm

Leases

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

As we continue to prepare for the implementation of the Lease standard, how should you be preparing for the impact on your financial statements? We will discuss the conversations you should be having with your creditors about the projected impact, and give you talking points to ensure they understand that this is an accounting issue, not an economic issue.

Meet the Speakers

Vanessa Brown Claiborne, CPA/ABV, ASA, AEP®, CEPA

Chaffe & Associates, Inc. • New Orleans, LA

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Ms. Claiborne is the President and Chief Executive Officer of Chaffe & Associates, Inc. She is a Certified Public Accountant (CPA), Accredited in Business Valuations (ABV) by the American Institute of Certified Public Accountants and has received her designation as an Accredit Senior Appraiser (ASA) by the American Society of Appraisers. She holds Securities Licenses 79, 24, 27, and 63. Ms. Claiborne is Accredited in Estate Planning by the National Association of Estate Planners and Councils and a Certified Exit Planning Advisor by the Exit Planning Institute. Ms. Claiborne specializes in business valuation services primarily for estate and gift taxes, Employee Stock Ownership Plans (ESOPs), GAAP fair value reporting, financial reporting, corporate planning, business interruption claims, litigation support including expert testimony, exit planning, and shareholder transactions and restructuring.

Andy Kopplin

Greater New Orleans Foundation • New Orleans, LALA

Read More

Andy Kopplin is president and CEO of the Greater New Orleans Foundation, where he is leading the Foundation’s initiative to grow its assets to over $500M by its 100 year anniversary in 2023. He is also deeply involved in the Foundation’s civic leadership effort to create a dynamic job creating and equitable Spirit of Charity Innovation District in the neighborhood surrounding the Old Charity Hospital. Andy previously served as first deputy mayor and chief administrative officer for New Orleans Mayor Mitch Landrieu. By aggressively managing the city’s operating and capital budgets, Andy helped move the city from near bankruptcy in 2010 to fiscal stability and its highest bond ratings in history by 2016. Prior to city government, Andy served as senior advisor to Teach For America’s Founder and CEO, Wendy Kopp. From October 2005-January 2008, Andy was the founding executive director of the Louisiana Recovery Authority (LRA), the agency charged with leading recovery efforts after Hurricane Katrina, where he developed the strategy and built the bipartisan coalitions that more than doubled congressional appropriations for Louisiana’s rebuilding, from $13 billion to $28 billion. Before heading the LRA, Andy was chief of staff to two consecutive Louisiana governors, Democrat Kathleen Blanco and Republican Mike Foster.

Bonnie Marcantel, CPA, CCIFP

Postlethwaite & Netterville • Baton Rouge, LA

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Bonnie Marcantel, CPA, CCIFP, is a Director in the P&N Accounting and Assurance Services Group. Prior to joining P&N in 2003, Bonnie worked for a big four accounting firm.

Bonnie's audit and accounting experience includes serving as the audit director for numerous employee benefit plans, construction contractors, and general commercial clients. Bonnie has served on the AICPA Employee Benefit Plan Quality Center Executive Committee. Additionally, she is heavily involved with P&N's college recruiting programs and is involved with professional organizations at various local universities.

Les Nettleton

Bourgeois Bennett, LLC • New Orleans, LA

Read More

LES R. NETTLETON serves as the firm’s Director of Information Technology Services. In that capacity, he manages the team of specialists that both supports the technological infrastructure of Bourgeois Bennett and provides individualized technology services to the firm’s diverse client base.

Les has specialized experience in the areas of systems analysis, technology management consulting, database management and information systems training. He regularly addresses academic, community and professional groups and organizations, both locally and nationally, on a variety of technology topics and provides technology training to the firm’s staff.

Active in the community, Les is on the Board of Directors of Crimestoppers of Greater New Orleans. He is a member of the St. Catherine of Siena Pastoral Council. He is also an Assistant Scoutmaster with the Boy Scouts. He is a member of the American Institute of CPAs Technology Sector. Les is also a member of Technology Section for AGN North America, an international association of 200 accounting and consulting firms

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.

Kurt Oestriecher, CPA

Oestriecher & Company • Alexandria, LA

Read More

Kurt G. Oestriecher, CPA is a partner with Oestriecher & Company, CPAs in Alexandria, Louisiana, where is currently Partner in charge of Accounting and Auditing. Kurt joined the firm in 1986 after graduating from the University of Louisiana – Monroe, cum laude. He is a member of the AICPA and LCPA. He has served on the AICPA Accounting and Review Services Committee and has served two terms on AICPA Council, once as Louisiana’s designated member, and once as an elected member. He also served a six year term on the AICPA Joint Trial Board. Kurt was elected President of the LCPA from 2002-2003 and has served on a number of LCPA committees. He is currently serving as chair of the LCPA Professional Ethics Committee.

Kurt has authored several CPE publications, including the AICPA Annual Update for Accountant’s and Auditors, Professional Ethics for Oklahoma CPAs, SSARS Engagements, and Identifying and Reporting Control Deficiencies under AICPA Auditing Standards. He has been named the Outstanding Discussion Leader by the LCPA four times, and has been awarded the AICPA Outstanding Discussion Leader of the Year every year from 2006 – 2017 and 2019.

Gina Rachel, CPA

Postlethwaite & Netterville • Metairie, LA

Read More

Gina Rachel, CPA, is a Director in the P&N Tax Services Group. She has over 20 years of public accounting experience.

Gina offers extensive knowledge in the field of taxation, including preparation and review of individual, corporate, partnership, trust, non-profit, estate, and gift tax returns. Her experience extends to such industries as tourism (including restaurants, hotels and related services), real estate, and professional services (including physicians, attorneys, and consultants). She works with businesses and related individuals, assisting them with tax planning and consulting. She also has experience representing clients before the IRS, Louisiana Department of Revenue (LDR) and parish agencies.

Professor Peter Ricchiuti

Tulane University’s Freeman School of Business • New Orleans, LA

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

LSU • Baton Rouge, LA

Read More

Jared S. Soileau, PhD, CPA, CIA, CISA, CCSA, CRMA, is an associate professor of accounting at Louisiana State University where he teaches accounting information systems and audit analytics. His research interests include external and internal auditing, corporate governance, and enterprise risk management. Jared’s academic credentials include a B.S. in accounting and a MBA from Louisiana State University, and a Ph.D from the University of Memphis. Prior to pursuing his Ph.D., Jared worked in internal auditing and information systems auditing at Ernst & Young LLP, Alcatel Inc., Avery Dennison Inc., and FedEx Services.

Melissa Terito, CPA

Faulk & Winkler/Sentinel Pension • Baton Rouge, LA

Read More

Melissa joined Faulk & Winkler in 2009 and was promoted to Partner in 2016. She currently oversees more than 200 plans with total assets equaling more than $350 million. Providing simplicity through the integration of payroll systems and employee benefit plans is her core area of focus. As Partner, Melissa’s primary role is to assist clients with the design and implementation of 401(k) plans within our pension division, Sentinel Pension, as well as to oversee the annual pension plan administration. Understanding client objectives and developing the right solutions is her principal goal. Melissa serves on the Nationwide Administrator Advisory Board, is a board member of the Boys & Girls Club of Greater Baton Rouge and also co-chair of this year’s B&G Club Steak and Stake event. She performed as a Star Dancer in the 2018 Dancing with Big Buddy raising over $23,000. She is a member of the Rotary Club of Baton Rouge, American Institute of Certified Public Accountants (AICPA), Society of Louisiana Certified Public Accountants, and St. Joseph’s Academy Foundation Board. She is a 2017 graduate of the BRAC Leadership Class and has previously served as the board treasurer of The Safety Place and the Gardere Community Christian School. She was also a board member of Adult Literacy Advocates. Melissa is an LSU graduate and resides in Baton Rouge with her husband Patrick and their two dogs. They appreciate the local culture and flavor of the city, especially the culinary offerings. Away from the office, she enjoys running, reading, traveling and spending time with her adorable nephews.

Lisa Traina, CPA, CITP, CGMA

CapinTech, a CapinCrouse Company • Baton Rouge, LA

Read More

Lisa uses her more than 30 years of experience to assist organizations in implementing measures to secure data and manage risks efficiently and effectively. She is a nationally recognized consultant, speaker and author. CapinTech, formerly Traina & Associates, provides cybersecurity services to a broad range of industries.

Candace "Candy" Wright, CPA, CFF

Postlethwaite & Netterville • Baton Rouge, LA

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


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

Registration Information

Both Days

Members: $349

Non-Members: $549

CPE: Up to 16 CPE credits

Acronym: LAAC20

Register

First Day Only

Members: $245

Non-Members: $345

CPE: Up to 8 CPE credits

Acronym: LAAC120

Register

Second Day Only

Members: $245

Non-Members: $345

CPE: Up to 8 CPE credits

Acronym: LAAC220

Register

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 register@lcpa.org.