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.
LDR LaTAP - Tax Preparer Access
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Online/Webcast
1.00 Credits
This webinar will help demonstrate how to sign up for tax preparer access to LaTAP and add access to new client accounts. We will also demonstrate how each account can be viewed, the information available within LaTAP, and which tasks can be accomplished utilizing this access. SPEAKERDustin Mack short bio:• Graduate of Southeastern Louisiana University• Employed with the Louisiana Department of Revenue for 12 years• Currently the Revenue Tax Director of the Business Tax Enforcement division
Trump Accounts/Section 530A Account: What CPAs Should Know for Client Planning
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Online/Webcast
1.00 Credits
Learn the essentials and practical application of these new account types before their funding begins this summer. This presentation will prepare you to handle client inquiries effectively. SPEAKERS Joseph M. Prisco Jr., JD, CFP ®Joe is a CERTIFIED FINANCIAL PLANNER® Professional and Estate Planning Lawyer. Mr. Prisco has worked at a multinational financial firm, at a regional financial firm with multiple bank branches under his purview, and as founder of Advocacy Financial, an SEC registered investment advisor, based in Covington, LA, since 2010.In 2015 he started a law firm, and together with a law partner, they specialize in estate planning, successions, and trusts. He is a graduate of the Moore School of Business at the University of South Carolina with a B.S. in Finance and Business Economics, a holder of a Certificate of Financial Planning from Georgetown University, and a Juris Doctor (J.D.) from The Loyola University New Orleans College of Law. Joe resides in Madisonville, LA with his wife, Laura, and three boys. Nicholas A. Bowers, CFP®Nick Bowers is a CERTIFIED FINANCIAL PLANNER® professional, serving in various financial and asset management roles since 2014. Prior to joining Advocacy Financial, where he is a Partner, Nick was the Director of Business Strategy at Innealta Capital, a quantitative asset management firm in Austin, Texas, where he focused on national accounts and key advisory relationships. Prior to Innealta, he worked at Dimensional Fund Advisors, a global asset management firm, where he educated financial advisors on how to build effective investment strategies that leverage evidence-based portfolio construction techniques. He holds both a Bachelor’s and Master’s degree in Finance from Louisiana State University. Originally born in Texas, Nick grew up on the Northshore. He now lives in Covington with his wife Maggie, his son Thomas, and Red Fox Lab, Emma.
2026 Summer Education Conference
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Gulf Shores
20.00 Credits
**Hotel reservation link will be sent in your Conference Registration Confirmation email. Open to all CPAs, featuring a diverse range of hot topics to keep you informed and ahead in the field.All CPAs are invited to join the Alabama, Arkansas, Florida, Louisiana, and Texas CPA Societies for the Summer Education Conference in Gulf Shores, AL. Pack up the family and enjoy 4 hours of CPE each morning, with the rest of the day free to relax on the beach, kayak, or explore local attractions. It’s the perfect blend of vacation and professional growth, offering a unique chance to network with CPAs from across the SEC!Sunday, July 194:00 pm Conference Registration 6:00 - 7:30 pm SEC Networking Reception Tailgate Show your school spirit by wearing your team colors and join us for a lively tailgate reception to kick off the conference! Network with fellow state societies, enjoy delicious food, and connect before the sessions begin. The reception is complimentary for registrants, with adult guests at $25 and children at $10. Please remember to rsvp and pre-pay for any reception guests before arriving in Gulf Shores to secure your spot.Monday, July 208:00 - 9:40 am Professional Opportunities Update (Rise to the Future Together)Mark Koziel Join Mark Koziel, President & CEO of the AICPA and CEO of the Association of Certified Professional Accountants, as he looks to the future and provides an update on the challenges and opportunities facing the profession. Discover how the profession is rising to meet the moment and how the Association is working to empower innovation, leadership, and inspiration for the next generation of CPAs and CGMAs.9:40-10:00 Break10:00 - 11:40 amDo You Smell Something Burning? Dr. Angela White Bazile, Esq. • Judges & Lawyers Assistance Program, Inc. • Mandeville, LABurnout is a form of chronic stress that stems from prolonged workloads, tight deadlines, and intense pressure to maintain accuracy and compliance. It can result in mental health issues such as anxiety, depression, emotional exhaustion, and a reduced sense of personal effectiveness. The cyclical nature of peak seasons and the demand for precision can make it difficult for accountants to find work-life balance, contributing to long-term mental and emotional strain.Tuesday, July 218:00 - 11:40amTax Update Lisa McKinney, CPA • University of Alabama, Culverhouse School of Accountancy • Tuscaloosa, ALThis workshop will cover recent legislative, administrative, and judicial developments that affect tax compliance and consulting. CPAs from all levels can benefit from the workshop.Wednesday, July 228:00 - 9:40 amUpdate on AI for the Accounting Profession Paul M. Perry, FHFMA, CDPSE, CISM, CITP, CPA • Warren Averett • Birmingham, ALAs artificial intelligence quickly becomes part of our everyday lives, it brings with it more comprehension needs, risk, and capabilities. IT almost requires a daily refresh on what was and what will become. Simply, AI is a powerful tool and, at times, a crutch – but never a replacement for human judgment, context, or accountability. Participants will explore where AI adds real value (content creation, summarization, efficiency gains), where it creates new exposures (data leakage, false confidence, over reliance), and how accountants must apply professional skepticism, governance, and security controls to use AI safely. The session will explore every aspect of our professional life and the abilities that we can (and should) turn over to AI and those that should remain firmly human responsibilities.9:40-10:00 am Break10:00 - 11:40 amMergers and Acquisitions, Business Valuations Robert P. Gray, CPA, ABV, CFF, CGMA, CFE • Gray Schrupp & Associates • Dallas, TXThursday, July 238:00 - 11:40 amAccounting and Auditing Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThis session will cover new standards issued by the FASB, Auditing Standards Board, and AICPA Accounting and Review Services Committee. Hot topics in peer review will also be covered, along with emerging issues in the accounting and auditing field.Friday, July 248:00-9:40Wall Street, Washington, and West Coast: An Economic UpdatStephen Morgan • Senior Vice President, Investment Director – Hancock Whitney Asset Management • New Orleans, LAPolicymakers are reshaping global trade and upending international relations as the U.S. Federal Reserve enters a new era. Meanwhile, artificial intelligence and other factors are rewriting labor force dynamics. We’ll examine the new economic and financial market landscape in light of these developments.9:40-10:00 am Break10:00 - 11:40The CPA as Connector: Adding Value Without Being the Forensic Expert Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • RAL Forensics, LLC • Metairie, LAForensic accounting is often treated as a single specialty, but it encompasses multiple distinct disciplines, each designed to address different client needs and situations. This session is designed for CPAs across all practice areas and focuses on helping attendees understand how forensic accounting differs from traditional CPA services and how to identify which type of forensic expertise best fits a client’s circumstances. The session emphasizes the CPA’s role as a trusted advisor and connector. Attendees will learn how to recognize when matters move beyond traditional CPA services, what information is helpful to gather early, and how to manage client expectations before a forensic specialist is engaged. The goal is for CPAs to leave feeling more confident adding value by connecting clients with the right forensic expertise at the right time. Learning ObjectivesUpon completion of this session, participants will be able to:• Identify major forensic accounting disciplines and their common use cases• Recognize client scenarios where forensic expertise may be appropriate• Understand how CPAs add value by serving as connectors Important Note: Starting June 30th, a $200 cancellation fee will apply due to commitments with the hotel, catering, and event planning. We appreciate your understanding.
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Online/Webcast
4.00 Credits
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The cost of fraud, dearly paid by governments and nonprofits, is too severe to not learn from past experiences. This course examines real-world fraud cases to uncover the lessons they provide and translate them into practical, preventive controls. Using a highly illustrative and innovative format, the course engages participants with over 15 focused exercises designed to build a strong working knowledge of fraud risks and effective anti-fraud controls. Whether you are an auditor or an industry professional, you'll gain actionable strategies to strengthen oversight, reduce vulnerabilities, and safeguard your organization.
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Coping With the Growth of Online Fraud
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Online/Webcast
4.00 Credits
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Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. 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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2026/27 Yellow Book Update
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Online/Webcast
1.00 Credits
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Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The course also addresses the GAO's implementation delay and its implications for 2026 audit planning. Participants will gain context around recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities. In addition, the course includes an overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements. 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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Private Company Simplified GAAP Alternatives
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Online/Webcast
2.00 Credits
The FASB formed the Private Company Council to provide certain alternatives in U.S. GAAP that are only available to nonpublic business entities, with limited exceptions for certain nonprofits. This course will provide insight into when adopting the accounting and financial reporting alternatives would be to the advantage of private companies. Speaker - Jennifer Louis
Improve Spreadsheets by Building Controls in Excel
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Online/Webcast
2.00 Credits
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In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. 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 Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
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Online/Webcast
2.00 Credits
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According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent success of CAS offerings, now is the time to learn how the services differ from what you currently offer, which of your clients would benefit most, and what you need in place to add a quality CAS program to your firm's menu of services.
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Surgent's Purchase and Sale of a Residence: Critical Tax Issues
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Online/Webcast
2.00 Credits
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Many clients end up selling one or more residences during their lifetimes. Accounting and finance professionals must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides accounting and finance professionals with the tax rules they need to know to help their clients when they sell a personal residence. This program is a comprehensive survey of the various tax issues associated with the sale of a residence.
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Fundamentals of Form 1040 -- Business
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Online/Webcast
4.00 Credits
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This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. 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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Becoming a Fractional CFO: What to Do and How?
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Online/Webcast
2.00 Credits
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Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry - be prepared for this as a possibility. Many fractional CFOs do not execute their practice as they could, and that is why they are not very successful. This discussion includes over fifty (50) recommendations to strengthen your fractional CFO practice. What do clients typically need? Are you better as a solo practitioner or should you join a firm? How to manage the relationship(s)? Every effective organizations make plans and if you want a winning fractional CFO business, come join us and learn how. 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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ChatGPT and IRS Taxation Law Research
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Online/Webcast
2.00 Credits
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The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. 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 Risks and Benefits of ChatGPT and Artificial Intelligence
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Online/Webcast
2.00 Credits
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We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies, or how important it is that companies embrace the opportunity to execute them correctly. Having conversations regarding the proper adoption of these technologies and tools is a crucial first step, including drafting policies to assist companies with their beneficial and thoughtful implementation and use. This course will define the state of AI tools, what benefits and risks exist, and which steps to take to begin adopting these technologies with appropriate guardrails, policies, and training. It is less likely that AI will destroy industries, and more likely that companies that embrace AI will overtake those companies that do not.
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No Tax on Overtime: Payroll Compliance
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Online/Webcast
2.00 Credits
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This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits. 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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What You Can Learn From the Statement of Cash Flows
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Online/Webcast
2.00 Credits
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This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. 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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AI 101 for CPAs: Core Concepts and Practical Applications
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Online/Webcast
2.00 Credits
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New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like "LLM" and "agentic AI" really mean, and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance. 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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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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Numbers to Narrative: Storytelling in Business Communication
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Online/Webcast
1.00 Credits
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Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define context, introduce tension, present evidence, and guide audiences toward resolution. The emphasis is on logical flow and disciplined narrative construction rather than dramatization. The course concludes with application of a structured storytelling model to a professional scenario. 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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ACPEN: K2's Tech Update
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Online/Webcast
2.00 Credits
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Staying current with today's technology is no longer optional; it is essential. Tech Update 2026 offers accounting professionals a clear, strategic view of the evolving tech landscape, enabling them to cut through the noise and make informed decisions. This forward-looking session is built for practitioners who want to leverage innovation to enhance client service, boost operational efficiency, and remain competitive. Explore the most impactful trends in artificial intelligence, quantum computing, automation, and cloud-based ecosystems. Understand how technologies like Microsoft 365 Copilot, generative AI tools, industry-specific SaaS platforms, and blockchain are reshaping the profession. Learn to identify which solutions align with your firm's goals-and which are just vendor hype.
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