CPE Catalog & Events

Construction accounting is not just about revenue, but it is a lot about revenue. Leases too. Diving deep into the five-step approach for revenue recognition in the construction industry, this course has all of the rules and interpretations that you might need. Further, practical examples help to drive home the learning. Additionally, leases are critical for contractors. From equipment to warehouse space, leases appear prominently on many contractors' book. Review the current guidance and begin to understand the new guidance under ASC 842. Program features: Detailed discussion of the guidance under FASB ASC 606, Revenue from Contracts with Customers. Examples and exercises to understand the five-step recognition process. Detailed discussion of the guidance under FASB ASC 842, Leases. Reasons why leases are so important to contractors. A walkthrough of both current and future lease guidance.

A deeper dive into Cybersecurity topics specific to CPAs and Fintech Organizations, expanding on the fundamentals from Cybersecurity 101 This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Dr. Kenneth W. Cooper, DCS, CISSP

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This course provides an update of the recent changes that have occurred in the financial reporting frameworks commonly used by small and medium-sized entities (SMEs). Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Walter J. Haig

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The War for Talent is bad, and it's getting worse. In their efforts to win the war for talent, smart organizations have recognized the importance of fostering a great work culture. Many of these organizations are implementing Servant Leadership as their desired leadership style. In this session, learn what servant leadership is, as well as what it is not. Also, learn the benefits of having a great culture, the basics for assessing your culture, as well as how to coach your employees using a servant leadership style. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jim Bitterle

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If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - John Higgins, CPA.CITP

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In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging. You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting, and uncover deep insights from your data. Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. It's not just about learning a tool; it's about enhancing your professional identity as a forward-thinking accounting professional. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Bryan L. Smith, CPA.CITP, CISA

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For each digital asset sale that a broker has affected for a customer in 2025, the broker must complete Form 1099-DA. A broker includes any person who, in the ordinary course of a trade or business, stands ready to affect sales of digital assets to be made by others. This program covers the required rules for reporting digital asset transactions on Form 1099-DA.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA

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Do you ever import data into Excel, and then spend a bunch of time manually preparing it for use? Perhaps you delete extra columns or rows. Maybe you need to split a single column into multiple columns, or, combine multiple columns into a single column. The good news is that many of these transformations can be fully automated with Excel! The Get & Transform tools built-in to Excel 2016 for Windows, formerly available as the Power Query add-in, are incredibly powerful. At a high level, they enable us to retrieve data from a variety of sources and prepare it for use as needed. In this session, we'll use Get & Transform queries to help with several common tasks, including flattening data, splitting and combining columns, formatting data, unpivoting summarized data, and combining several csv exports. If you frequently export/import data from one system to another, you will want to understand how to use a Get & Transform query to streamline your work. Speaker - Jeff Lenning

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When putting together a financial plan, it is important to remember that the tax situation of the business and the individual are often intertwined. Therefore, decisions about entity type are vitally important. Practitioners need to understand not only how different entities are taxed, but also which taxes will have the greatest impact on the individual owner. In this course, we will explore when self-employment taxes apply to business income, as well as some of the lesser-known taxes that apply to flow-through entities. We will even explore when a PTE election could be helpful to a small business owner.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

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Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine.  We then will discuss the formation of an efficient cash management program based on solid banker relationships.  Finally, we will review Ten Steps for keeping your financial toolbox full. Speaker - William O?Brien

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This event is limited to full- and part-time educators and adjuncts and is designed to support their vital contributions to the future of the profession. It is made possible through the support of LCPA and our generous sponsors. Notable changes are ahead with a newly proposed CPA licensure pathway in Louisiana, making it essential for educators to understand both new and existing options to better guide students’ career decisions. This workshop explores licensure pathways and implementation timelines, updates to the CPA Exam, and how AI is being integrated into classrooms and the workplace. Come a day early and knock out your 2026 State Board Ethics requirement. Separate registration and fee required. This event, open to full-time, part-time, and adjunct educators and is designed to support their vital contributions to the future of the profession. It is made possible through the support of LCPA and our generous sponsors. AGENDA8:30-8:55 am Registration & Continental Breakfast 8:55-9:00am Welcome Christine Smith, CPA, MBA, MACCT • Senior Professor of Practice, A.B. Freeman School of Business - Tulane University • New Orleans, LA Chair, LCPA Accounting Education Issues Committee9:00-9:50amNew Pathways for Future CPAs (panel)Moderator: David Zoller, LCPA Director of Government & Political Affairs Jeremy Thibodaux, CPA, CFE, Member at Large, LCPA Board of Directors and Assurance & Advisory Practice Leader at Ericksen Krentel, LLP in New OrleansKandace Mauldin, CPA, CGMA, Member, State Board of CPAs of Louisiana and CFO at Terrebonne Parish Consolidated GovernmentIn addition to the existing education and experience pathways, a new path is in the works that allows Louisiana students to qualify for licensure with a baccalaureate degree with an accounting concentration plus two years of supervised work experience. Representatives from LCPA and the State Board will discuss the timeline for proposed state legislation and expected implementation. Find out how to advise your students on choosing the path that best fits their career plans, while maintaining the integrity of the CPA.9:50-10:10am Break10:10-11:00amNavigating the CPA Examination (panel)Moderator: Jennifer Zerangue Mistretta, CPAJoe Maslott, CPA, Director – Content Management – Examinations, AICPA Kyle Barrier, Associate Director of International Evaluation Services, NASBA AICPA and NASBA representatives will cover many important topics including: the CPA Exam process, administration, international candidate administration, CPA Evolution Updates, CPA Exam resources, and hot topics. Bring your questions!11:00am-12:00pmAI in the Classroom: Trends, Tools, Techniques & Trust (panel)Moderator: Christine Smith, CPABlaine Fisher, PhD, MS, MA, NRP, PG-Cert Tulane University School of Professional Advancement Andrew Schwarz, PhD Stephenson Department of Entrepreneurship & Information Systems, LSU Artificial intelligence is rapidly reshaping accounting education. This session helps accounting educators understand how AI is being used in today’s classrooms and what it means for teaching, learning, and student preparedness. Participants will explore current trends, practical tools, and instructional techniques for integrating AI in ways that support critical thinking and academic rigor. The workshop also addresses key ethical considerations—including academic integrity, bias, transparency, and responsible use—equipping educators to set clear expectations and policies. Attendees will leave with practical insights and ideas for confidently and responsibly incorporating AI into their courses.12:00-12:30pm Lunch12:30-2:00pmAI Deep Dive – The Profession’s Response (panel)Moderator: Adena LeJeune, CPADerek Foret, CPA, Partner, Hannis T. Bourgeois, LLP • Baton Rouge Nicolaus D. Simon, CPA, Partner, Darnall Sikes & Frederick • Lafayette Maggie Perrien, Director, Assurance Director - Professional Practice Group, PwC • New Orleans Building on the classroom conversation, this panel brings together CPA firm leaders to share how AI is being used in practice today. Panelists will discuss real-world applications across firm services, emerging ethical considerations, and the skills they expect graduates to bring into the workplace. Educators will gain direct insight into how accounting programs can better align curriculum with firm needs and prepare students to use AI responsibly and effectively from day one.2:00-2:10pm Break2:10-3:00pm AI Deep Dive – The Profession’s Response (continued) ETHICS FOR LOUISIANA CPAs (Non-Public)We're offering an ethics course the afternoon before (March 26, 3:00-5:40pm) so you can knock out your 2026 ethics CPE requirement in the same trip. Separate registration and fee required.Doubletree by Hilton Lafayette (different from workshop location)1521 W. Pinhook RoadLafayette, LA 70503NEED A ROOM?Carriage House Hotel 603 Silverstone RdLafayette, LA 70508Call 337.769.8400 to make a reservation.

The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Allison M. McLeod, LL.M., CPA

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This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client's transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs. It will also include real-world examples of the red flags that may arise while executing a walkthrough. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jaclyn M. Veno, CPA

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We live in a non-linear world that is neither predictable nor stable. Sometimes we may feel that we may just as well 'throw the dice' since making decisions seem like playing an unpredictable game. What we need are better tactics and tools to improve our decision-making process. All decisions are about the future, and the future is uncertain. In this seminar we will examine the decision-making process itself to find better ways of managing an uncertain future. We will examine the fundamental concepts that we learned in management accounting and will challenge some of the conventional wisdom and correct some common misconceptions.Speaker - Brian Maturi, MBA, FCA

This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Steven C. Dilley, CPA, JD, PhD

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This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling, and single audit reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Adelina Burke, CPA

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Elevate your data analysis capabilities with our focused course on Power Query. Tailored for financial professionals, this training will show you how to get started using Power Query and teach you some of the ways to take advantage of its ability to handle messy data and automate repetitive tasks. Harness the efficiency of Power Query to revolutionize the way you work with data. Learn how to "program" your tasks once and set them on repeat, eliminating the need for repetitive, robotic work. This automation not only saves time but also ensures consistency and accuracy in your data processes. Whether you're dealing with complex datasets or simply looking to streamline your reporting processes, this course will equip you with the tools and knowledge to make Excel work for you like never before. Speaker - Tracy Cooper

This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables, and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Garrett Wasny, MA, CMC, CITP/FIBP

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This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Chris Harper, CPA

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