2017 Small Business Workshop (SBW17)
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When: 9/20/2017
8:30 AM until 4:15 PM
Where: LCPA - Training Facility
2400 Veterans Memorial Blvd
Suite 500
United States
Presenter: Various

Online registration is closed.
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Competition can be brutal and trying to outpace your business rivals is not only a constant challenge, it’s a necessity for survival. LCPA’s Small Business Workshop focuses on the knowledge and innovation needed to keep your company ahead of the pack. From general issues like tax compliance, efficiency, risk management, and labor laws, to issues specific to family-owned businesses, you’ll sharpen your instincts and build confidence to lead your company to success.

Sponsorships are still available. Contact Misean Reed at 504.904.1133 or mreed@lcpa.org.

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

Navigating Challenges and Opportunities in Small Family Businesses

Jason MacMorran, CPA/ABV/CFF, CVA • Postlethwaite & Netterville, APAC • Baton Rouge, LA

Coming soon.

9:30 – 10:50 am

Coverage & Costs: A Business Insurance Primer for CPAs

André Comeaux, CPCU • Regions Insurance • Lafayette, LA

The presentation will address real issues submitted by seasoned CPAs who were recently asked, “What would you like to learn about business insurance?” It will include an overview of business insurance, common policy types, coverage and pricing. The buying process will be described in detail including the roles of agents and brokers, their compensation arrangements, and how business owners and managers can control the process to get the best combinations of coverage and cost in the marketplace. 

10:50 – 11:00 am Break/Networking
11:00 – 11:55 am

Dashboard Management Tools to Drive Your Business Forward

John Theriot II, CPA, CGMA • Knight-Masden CPAs, APAC • Alexandria, LA

Professional standards dictate the way financial statements are presented, but what does the client want and really need to see? Do they understand their financial statements? Dashboards can give the same financial information in a more meaningful format and include predetermined parameters that allow for quick and easy visual cues with more meaning. We will explore some of the ways dashboards can help readers of financial information understand what the numbers truly mean.

11:55 am – 12:40 pm Lunch/Networking
12:40 – 2:10 pm

Update on Labor/Employment/HR Developments

E. Fredrick Preis Jr., JD • Breazeale Sachse & Wilson, LLP • New Orleans, LA

Coming soon.

2:10 – 2:20 pm Break/Networking
2:20 – 3:20 pm

Federal Tax Update

Gerard H. Schreiber Jr., CPA • Schreiber & Schreiber • Metairie, LA

IRS matters and Tax Reform Proposals are constantly changing. This session will bring participants up to date on the most recent developments in Federal Taxation, IRS Practice and Procedure matters, and Tax Reform Proposals.

3:20 – 4:15 pm

A Guide to the DOL Fiduciary Rule

Neal Kaye Jr., MBA • N.W. Kaye Private Investment Management • New Orleans, LA

Owning a family business is a rewarding yet challenging endeavor. Small family businesses that have a plan to deal with complex business issues and family dynamics will be better equipped to continue and transition the rewards of family business ownership. In this session, we will discuss common challenges, opportunities, and case studies involving family businesses, including: growing from one owner to multiple owners; training and development of family members; maintaining company culture; understanding valuation and exit planning options; communication strategies; and non-family key employee issues.

Up to 8 CPE Credits
Early Bird Registration Fees (through 9/5) Member/Non-member: $259/359
After 9/5, add $50 to your fee.

*Non-CPA staff of LCPA members may attend at the member rate.

Register online using the 'Register' button above. 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.

Need a room?
Check lcpa.org/hotels for discounted rates at Kenner hotels and around the state.