2020 Small Business Workshop (SBW20)
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2020 Small Business Workshop (SBW20)

 Export to Your Calendar 9/25/2020
When: September 25, 2020
8:30 AM until 4:20 PM
Where: LCPA - Training Facility
2400 Veterans Memorial Blvd
Suite 500
Kenner, Louisiana  70062
United States
Presenter: Various
Contact: 2020 Small Business Workshop
SBW20


Online registration is available until: 9/25/2020
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2020 Small Business Workshop

September 25 • LCPA Kenner Training Center

COVID-19 Note: While we understand there is a lot of uncertainty right now when it comes to planning and hosting live events, at this time, we are proceeding as if this event will happen as planned, in person. Should the need arise to change the format, postpone, or cancel an event due to ongoing public health concerns, you will have the option of cancelling your registration for a full refund.

Jump-start business.

There’s never been a tougher year for small businesses. On top of the “normal” challenges they face, this year many have had to navigate closures, reopening safely, PPP loans, and more — and they’re looking to you to help them recharge and get back to work. Be a lifeline for the small businesses who draw power from your strength. This workshop will give you the tools you need to see them through this year and jump start them on the path to success in 2021 and beyond. Don’t miss it!

Meet the Speakers

Casey D. Brandt, CISR

Gilsbar • Covington, LA

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Casey Brandt is a Property & Casualty Consultant with Gilsbar, LLC. For over a decade, Casey has been a proven leader and innovator in insurance guidance and risk management for businesses across the United States. Casey provides a results-driven and people-centric approach to placing risk and providing personalized insurance solutions. As a Property & Casualty Consultant, Casey primarily works with Louisiana-based businesses providing insurance guidance, consultation services and compliance services.

Jude Bursavich, JD

Partner – Breazeale, Sachse & Wilson • Baton Rouge, LA

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Jude C. Bursavich is a Martindale AV® rated partner in the Baton Rouge offices of Breazeale, Sachse & Wilson, L.L.P., and a member of the firm's Management Committee. Mr. Bursavich practices in the area of complex business and commercial litigation, and has concentrated on business protection issues for more than thirty years. He represents both individuals and local and national companies in business matters.

Sarah Callais

Gilsbar • Covington, LA

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From June 2002 through March 2011 I spent four years as a Risk Consultant for Federated Mutual Insurance Company, and five years as a Loss Control Consultant for Summit Consulting, Inc. My experience with Federated gave me the opportunity to work hand-in-hand with a broad range of employers who held various types of insurance coverage. Clients included, but are not limited to, auto dealerships, oil and gas companies, heavy equipment dealers, retail stores, and restaurants. My days consisted of building value estimates, evaluation of business practices and procedures, physical inspections of work areas, designing and leading safety meetings, loss history reviews specifically focusing on injury trends, development of targeted safety action plans to reduce and prevent accidents, and making loss prevention recommendations and/or measures that considered their economic feasibility and functionality.

Stephen C. Harris

Louisiana Workforce Commission • Baton Rouge, LA

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Stephen C. Harris is an executive management officer who joined the Louisiana Workforce Commission in late 2008. He has worked in various roles in the Office of Unemployment Insurance Administration, including in the Tax Operations division and as the employer liaison in charge of outreach. Harris brings a wealth of business experience and knowledge to the agency. His professional background includes more than 15 years in the banking and investment industry, in addition to more than five years in grants and contract management. Harris holds a Bachelor of Science degree in finance from Louisiana State University.

Patrick Reso, JD

Chehardy Sherman Williams • Metairie, LA

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Patrick K. Reso is a New Orleans native. He graduated from the University of New Orleans in 1987, with a Bachelor of Science Degree in Business Administration. Mr. Reso graduated from Loyola Law School in 1990, where he was a member of the Loyola Law Review and Moot Court Staff. Prior to joining Chehardy Sherman Williams as a partner, Mr. Reso was a partner at Seale & Ross, P.L.C. in Hammond, Louisiana. His practice areas include estate planning, successions and succession litigation, commercial real estate, debt collection, mergers and acquisitions, federal, state and local taxation, business and corporate law and litigation. He is a frequent presenter to the public, and at continuing education seminars for attorneys and CPAs on topics including estate planning, federal estate taxes, Medicaid and special needs trust planning, asset protection planning and corporate law.

Mr. Reso is a Board-Certified Tax Law Specialist and a Board-Certified Estate Planning and Administration Specialist, designations awarded by the Louisiana State Bar Association. He has been named to Best Lawyers in America in the field of Elder Law, Trusts and Estates since 2013, and has been listed in Louisiana Super Lawyers since 2008. He has served on the board of directors of TARC in Hammond, as a Director of Northshore Families Helping Families, as a Director of Active Partners, and is a past President of the Northshore Estate Planning Council, an association of estate planning professionals, including lawyers, CPAs, Chartered Life Underwriters, Certified Financial Planners and bank trust officers.

Mr. Reso also has 25 years of debt collection experience, handling bank, business and individual client collections, foreclosures, garnishments and other creative recovery strategies all over Louisiana. His business, asset protection and estate planning/succession practice perfectly complements his debt collection techniques.

Thomas Tyler, Jr., CISA

CapinTech, A CapinCrouse Company • Baton Rouge, LA

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Thomas has over a decade of experience in the information technology sector. As Cybersecurity Advisor, he performs information security assessments for numerous nonprofit organizations, provides guidance relating to data privacy and data security regulations and serves as an advisor on internal and external service and software strategies. Previously, Thomas has served as a state administrator and advisor for digital media and software development companies and has performed information security review engagements for financial institutions, medical entities, CPA firms, and other numerous other industries. His work included regulatory reviews covering a variety of guidelines including FFIEC, GLBA, HIPAA, and NACHA.

Jude Viator, CIA, CISA, CRISC

Postlethwaite & Netterville • Baton Rouge, LA

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Jude Viator, CIA, CISA, CRISC, is an internal and IT audit practitioner with over 13 years of experience providing outsourced and co-sourced controls and risks services for private, public, and government organizations. Jude earned an Accounting degree, with an Internal Audit focus, from LSU.

Agenda

8:00 – 8:25 am Registration/Continental Breakfast
8:25 – 8:30 am Welcome/Announcements
8:30 – 9:40 am

Choice of Entity After Tax Reform

Patrick Reso, JD • Chehardy Sherman Williams • Metairie, LA

This session will re-examine the choice of entity analysis in light of the so-called Tax Cuts and Jobs Act, possible conversion to a different classification, and a brief discussion of the latest corporate veil-piercing cases involving Louisiana corporations and limited liability companies.

9:40 – 10:40 am

Operating Agreements: Beware the Pitfalls

Jude Bursavich, JD • Partner – Breazeale, Sachse & Wilson • Baton Rouge, LA

Mr. Bursavich is a corporate litigator with over 30 years of trial experience dealing with business issues, including disputes among Members. Most disputes among Members are due to poorly written Operating Agreements. This session will discuss some of the most common issues that arise among Members.

10:40 – 10:50 am Break
10:50 am – 12:00 pm

Business Insurance: How Much Is Enough?

Casey D. Brandt, CISR • Gilsbar • Covington, LA
Sarah Callais • Gilsbar • Covington, LA

Navigating the ever-changing property and casualty insurance world can be difficult, costly, and at times, confusing. Knowing which insurance coverages your business needs is one of the biggest challenges, but how much is enough? Join Casey and Sarah with Gilsbar as they explore common business insurance coverage and review national and local data during this commercial insurance seminar.

12:00 – 12:40 pm Lunch
12:40 – 1:55 pm Classifying Workers and Other LWC Reporting Requirements
Stephen C. Harris • Louisiana Workforce Commission • Baton Rouge, LA
1:55 – 2:10 pm Break
2:10 – 3:10 pm

Cybersecurity Threats & Security Considerations

Thomas Tyler, Jr., CISA • CapinTech, A CapinCrouse Company • Baton Rouge, LA

Technology has an effect on businesses of all sizes. The responsibility on management can be daunting, but the right insight can transform your IT strategy. This session will provide information and tools to help you stay up to date on cybersecurity threats and emerging technology.

3:10 – 4:20 pm

Internal Controls for Small Business: Aligning People and Policy

Jude Viator, CIA, CISA, CRISC • Postlethwaite & Netterville • Baton Rouge, LA

All organizations face resource limitations – including budget dollars, time, and personnel – to identify and manage their risks. During this session, we will focus on small business resource limitations and internal control concepts and opportunities to enhance risk management.

Sponsor

Paychex
X

Paychex

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

Want to reach our influential group of CPAs? Check our Marketing Guide for packages and pricing
or contact Misean Reed for more information.

Registration Information

Members: $269*

Non-Members: $369*

CPE: Up to 8 CPE credits

Acronym: SBW20

Non-CPA staff of LCPA members may attend at the member rate.
Prices are good through September 10. After September 10, prices increase $50.

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.