CPE Catalog & Events
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Welcome to our online catalog. LCPA offers thousands of live and online courses to satisfy your professional development needs. Our easy-to-use filter enables you to find just the right courses to enhance your knowledge and help you succeed even more.
Whether you have an hour during lunch or an entire day, LCPA provides quality, flexible options to fit your schedule. Look for the "See more dates" dropdown to view availability. Several events/classes produced by LCPA can be taken either LIVE (In-Person) or VIRTUAL—please ensure you register for the correct one.
LCPA is proud to partner with ACPEN, CPA Crossings, Surgent, AHI, AICPA, and K2 Enterprises to deliver high-quality webcast and self-study content in a convenient and cost-effective manner. Stand-alone courses and all-access packages are available. Filter using the Vendor name. Learn more.
2026 Cypress Summit - IN PERSON: Medical, Not-for-Profit, Estate & Financial Planning, and Financial Institutions
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Baton Rouge
8.00 Credits
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The Cypress Summit Conference is BACK! This is your one-stop destination for impactful learning, fresh connections, and a full day packed with value!We're bringing together four conferences under one roof: • Medical & Healthcare (MED)• Financial Institutions (FIC)• Not-for-Profit (NFP)• Estate & Financial Planning (EFP) With multiple specialized tracks, you can customize your experience based on your interests and goals. Stay within one track for a deeper dive or mix and match sessions across conferences to create an agenda that's right for you. It's a unique opportunity to learn, grow, and connect with professionals from a variety of industries.Don’t miss this exciting new way to earn CPE, expand your network, and gain fresh insights—all in just one day! When registering, you’ll select sessions to help us estimate room sizes, but you can attend any sessions you choose on the day of the event. Agenda7:30-7:55am - Registration, Breakfast & Opening Remarks 8:00am - 9:15am - General SessionGazing into the Crystal Ball: Drivers of the 2027-28 EconomyLoren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LAWhat will be the key factors driving the Louisiana economy over the next two years? Is the national economy heading for a recession? If you are in the real estate area, what are the prospects for a Fed rate cut? How might the closure---even a temporary one---of the Strait of Hormuz impact Louisiana's burgeoning LNG export market? What is beginning to finally create a resurgence in the central and north Louisiana economies? Has there finally been a turn in the influence of the NGO's in the river parishes?9:15-9:35 Break 9:35am - 10:25am Breakout Sessions Tax Planning within the Nonprofit Landscape (NFP, EFP)Taylor Boudreaux, CPA • Mauldin & Jenkins, LLC • Houma, LAJoin speakers Taylor Boudreaux and Jack Wiles as they provide an overview of key tax issues affecting nonprofit organizations, including compliance requirements, recent developments, and practical planning considerations. Attendees will also gain insight into effective estate planning strategies designed to preserve wealth, maximize charitable giving opportunities, and help achieve long-term financial and philanthropic goals.Hot Topics in ALM (FIC)Matt Thompson, CFA • Smith, Shellnut, Wilson • Ridgeland, MSThis session will explore a range of timely asset/liability management issues facing community financial institutions, with a focus on areas where accounting treatment requires particular attention. Topics will include the effects of issuance costs on callable brokered CDs, TEFRA considerations affecting the yield on tax-exempt bond portfolios, and the persistent drag of unrealized losses in investment portfolios — a challenge that remains pressing even after 175 basis points of rate cuts and renewed pressure from rising market rates. Attendees will leave with practical insights to sharpen their understanding of ALM issues facing financial institutions today. Current and Future State of U.S. Health Care (MED)Tony Davis, CMPE • Eisner Amper • Minneapolis, MNAs advisors to medical clients, it’s important to understand the financial ecosystem of the US Health Care system and who are the major influencers on the total annual medical spend. We will also peek into the future to address the pressing issues of medical provider burnout, system inefficiencies and the projected impact of AI in healthcare. 10:25 – 10:30 Change Break10:30am - 11:20am Breakout SessionsNot-for-Profit Update: Financial Resilience, Compliance Risk, and Emerging Reporting Issues (NFP) Jeremy Thibodeaux, CPA, CFE • Ericksen Krentel • New Orleans, LANot-for-profit organizations continue to face funding uncertainty, cash flow pressure, increased compliance expectations, and growing demand for financial transparency. This session will provide a practical update on key industry trends, grant management, Uniform Guidance, Louisiana Legislative Auditor requirements, complex gifts, and emerging accounting and reporting matters. Participants will leave with insight into the risks, opportunities, and technical issues CPAs should be watching in the year ahead.Accounting and Auditing Update (FIC, MED)Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAPrivate Placement Life Insurance: What Your Wealthiest Clients Are Being Told (EFP) David Means, JR. AEP, CLU, AIF, NQPC • DeNovo Advisory Group • Dallas, TXHigh-net-worth and ultra-high-net-worth clients are increasingly hearing about private placement life insurance and annuities as tools for tax-efficient investing, estate planning, and asset protection. This session provides an objective look at what advisors are recommending, why interest has accelerated in recent years, how these structures function, and the key tax and planning issues CPAs should understand when evaluating opportunities for their clients.11:20 – 12:20 Lunch12:20pm - 1:10pm Breakout SessionsBest Ways to Save For You, Your Kids, and Your Grandkids (EFP)John C. Schmidt, CPA • Pelican CPAs & Advisors • Shreveport, LAThis session will discuss options available for saving for your retirement, plus discussion of savings options for young children, adult children and grandchildren including the new Trump accounts and Trump IRAs.AI in Healthcare: What's Real Today and What's Coming Next (MED)Shelley Martin, MD, FAAP • Ochsner Health System • Baton Rouge, LAArtificial intelligence is rapidly transforming healthcare—from clinical documentation and patient engagement to revenue cycle operations and decision support. This presentation explores where AI is creating real value today, where risks remain, and how healthcare organizations are approaching governance and implementation. We'll also look ahead to the next wave of innovation, including AI agents, autonomous workflows, and emerging technologies that will increasingly influence the delivery, management, and financing of care.Don't Take the Bait: Defending Against Today's Cyber Threats (NFP, FIC)Allison Ward, CPA, CISA, CISSP, CISM • CRI Advisors, LLC • Baton Rouge, LACyber threats continue to evolve faster than ever, impacting organizations of every size and industry. This session explores today's cybersecurity landscape, emerging threats, and the issues that continue to plague organizations, including fraud schemes, phishing and other social engineering attacks, third-party risks, software vulnerabilities, and employee training challenges. Attendees will not only gain a practical understanding of the threats facing organizations but will also leave with actionable insights they can apply within their organizations and share with clients to strengthen their cybersecurity posture. 1:10 – 1:15 Change Break1:15pm – 2:05pm Breakout SessionsPlanning for Retirement: Medicare, Social Security & Sustainable Income (EFP) Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAPreparing for retirement involves more than saving—it requires making informed decisions about healthcare coverage, Social Security benefits, and long-term income strategies. This session will explore key retirement planning considerations, including Medicare enrollment, Social Security timing, annuities, and fixed-income solutions, helping attendees build a confident and financially secure retirement plan.Navigating the 340B Program: Eligibility, Compliance, and the Current Regulatory Storm (MED)Jim Daniel Jr., JD, MBA • Partner - Hancock Daniel & Johnson, LLC • Richmond, VAThe 340B Drug Pricing Program has become one of healthcare's most contested topics, with new litigation, manufacturer restrictions, and federal guidance creating added compliance and financial risks. This presentation covers 340B eligibility and compliance basics, plus the latest developments CPAs need to know to advise their clients and employers on the program.Board Recruitment and Retention (NFP)Edmund Giering IV, JD • Baton Rouge Area Foundation • Baton Rouge, LAIn this session, Edmund Giering will explore board responsibilities – from mission, policy and financial perspectives. Participants will hear about best practices in terms of board and staff relationships, recruitment and retention of board members, and how best to support an organization and its leadership as a board member.Deregulation from Banking Regulators (FIC)Crystal Jareske, CPA, CIA • Crowe LLP • Dallas, TXAs the compliance landscape continues to evolve, organizations are facing a new kind of challenge: navigating a regulatory environment where oversight may be reduced, but expectations remain firmly in place. This session explores the shifting compliance climate emerging from Washington, D.C., examining what it means for banks when regulators redefine risk or adjust their focus, yet the rules themselves persist. The training will include questions to consider when managing risk, maintaining accountability, and adapting compliance strategies in a world where enforcement may change but obligations do not, with an emphasis on safety and soundness.2:05 – 2:25 Break2:25 – 3:15 Breakout Sessions Estate Planning with Trusts (EFP) Miriam Henry, JD • Jones Walker • New Orleans, LA Hot Topics Panel (MED)Kendall Johnson, CPA • General Health System / Baton Rouge General Medical Center • Baton Rouge, LAShunn Phillips, CPA • The Baton Rouge Clinic • Baton Rouge, LAJason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAStephanie Bushart • Ochsner Health • Baton Rouge, LAPanelists will discuss the most pressing challenges and opportunities impacting healthcare organizations today. The Future of Philanthropy: Building Impact, Equity, and Legacy Across Generations (NFP)Nathan Alvarez • Greater New Orleans Foundation • New Orleans, LAAshley Floyd • Greater New Orleans Foundation • New Orleans, LA• Learn how philanthropy is changing as younger donors increasingly step up as community leaders and older generations step down• Explore how donor-advised funds, planned giving vehicles, and charitable planning tools help create lasting community impact• See how to align financial tools with personal and family values, especially across generations Legislative Update (FIC)Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA3:15 – 3:20 Change Break3:20pm - 4:35pm - General SessionAI Practical Uses and PoliciesBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LABrandon Smith, CPA • Mauldin & Jenkins • Atlanta, GAGreg Langham, CPA, MBA • Malcolm Dienes, LLC • Metairie, LAZak Kinchen, CPA • Planters Bank • Indianola, MSThis panel will share practical applications, lessons learned, and real-world results from AI adoption. The discussion will explore firm policies, governance considerations, risk management, and best practices for balancing innovation, security, and client trust in an evolving technology landscape.
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AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity
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Online/Webcast
1.00 Credits
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This course will have you streamlining your Excel work, research and documentation, saving you time and effort in your day-to-day tasks.
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The Future of Audit: Technology, Talent & Transformation
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Online/Webcast
1.00 Credits
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The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives, and audit committee chairs, participants will explore how artificial intelligence, blockchain, and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality, and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Lessee and Lessor Accounting
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Online/Webcast
2.00 Credits
The course offers hands-on learning of the lessee and lessor accounting models and includes journal-entry examples that demonstrate applications of the new standard.
Surgent's New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock
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Online/Webcast
2.00 Credits
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This program reviews and analyzes the important changes made by the One Big Beautiful Bill Act (OBBBA) to qualified small business stock (QSBS) covered under Section 1202. Effective for stock issued after July 4, 2025, there are important changes that make Section 1202 much more appealing to clients willing to run the risks associated with doing business as a C corporation. These enhanced provisions could potentially lead to exclusion of capital gains if very strict compliance rules are followed. Section 1202 application is particularly attractive for start-ups and entrepreneurial endeavors. For taxpayers willing to confront the technical challenges of this provision, Section 1202 may produce impressive tax advantages.
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Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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Online/Webcast
4.00 Credits
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The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.
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2026/27 Annual Update for Not-for-Profit Accountants & Audit
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Online/Webcast
2.00 Credits
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This comprehensive annual update brings together key accounting, auditing, and compliance developments affecting not-for-profit organizations. The course integrates recent standard-setting activity, audit and attestation updates, and Single Audit developments to provide a practical view of changes impacting nonprofit financial reporting and oversight. Participants will begin with an overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. The course then shifts to auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Participants will also review recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits. Finally, the course addresses recent developments impacting Single Audits for not-for-profit organizations receiving federal funding. Topics include the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, recent guidance issued through the Office of Management and Budget (OMB), and reporting changes related to SAM.gov. Designed for nonprofit preparers, auditors, and financial leaders, this course helps participants understand how recent accounting and auditing changes intersect-and what to monitor as requirements continue to evolve. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Financial Statement Presentation, Disclosure, and Analysis
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Online/Webcast
8.00 Credits
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This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also explore techniques that will allow participants to perform meaningful financial statement analysis and effectively communicate conclusions to decision-makers and other stakeholders. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's The Complete Guide to Payroll Taxes and 1099 Issues
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Online/Webcast
8.00 Credits
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Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues.
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The Best Individual Income Tax Update Course by Surgent
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Online/Webcast
8.00 Credits
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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
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ACPEN: K2's Technology Conference - September 17th & 18th
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Online/Webcast
16.00 Credits
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Stay ahead in the rapidly evolving world of technology with this comprehensive two-day virtual technology conference designed specifically for accounting and business professionals. Developed by K2 Enterprises, a nationally recognized leader in technology training for CPAs and financial professionals, this event provides practical guidance and real-world solutions you can implement immediately. Participants can earn 16 hours of CPE credit while exploring the latest tools, strategies, and innovations shaping the profession today. The conference begins each day with engaging general sessions covering key topics such as the latest technology developments impacting the profession, how to maximize efficiency with Excel, real-world tools that deliver measurable results, and lessons learned from some of the most fascinating technology crimes making headlines today. Following the general sessions, attendees can customize their experience by selecting from three specialized learning tracks designed for both public accounting professionals and industry accountants, allowing them to focus on the technologies and strategies most relevant to their role and organization. Breakout sessions explore a wide range of topics including, but not limited to, building future-ready businesses, selecting the right CPA firm technology, Copilot and Agentic AI, CAS and Advisory Technology Optimization, and IT governance and strategy. The conference provides practical guidance, expert insights, and real-world strategies to help professionals work smarter, strengthen security, improve efficiency, and leverage technology for competitive advantage.
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Securing Your Data with a Password Management App - Updated
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Online/Webcast
2.00 Credits
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Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Forensic Accounting: Court Approved Methods of Proof
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Online/Webcast
4.00 Credits
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How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved methods of proof, when to use them, and how to calculate the total loss. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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K2's Saving Time With Electronic Forms
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Online/Webcast
2.00 Credits
Web portals, "low-code/no-code" data collection, and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, Microsoft PowerApps, and legacy tools like Adobe Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session introduces the range of available tools, demonstrates standard features, and shows how tools permit users to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how to use tools you already own to collect data from your team, customers, and vendors efficiently.
Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
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Online/Webcast
2.00 Credits
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Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a loss from a pass-through entity and using it to offset other income. This program is extremely helpful for anyone with pass-through entity clients.
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Financial & Tax Accounting for S Corporations & Partnerships
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Online/Webcast
8.00 Credits
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This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
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Online/Webcast
8.00 Credits
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This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.
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Written Information Security Plans
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Online/Webcast
1.00 Credits
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Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Mastering the Excel Lookup Functions
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Online/Webcast
2.00 Credits
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In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Performing Preparation, Compilation and Review Engagements
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Online/Webcast
2.00 Credits
Compliance is key to a successful engagement. You'll learn how to stay in compliance with all professional standards relevant to your preparation, compilation, and review engagements.
