Now unified into one dynamic experience, this event will gather over 250 CPAs for an in-person learning and networking opportunity like no other. At this conference, you’ll be able to choose from specialized tracks tailored to your interests, making it easy to connect directly with governmental accountants, auditors, and top CPAs from across Louisiana. Whether you’re looking to deepen your expertise or grow your professional network, this is the place to be.
The all-new Ledgers & Legends Week at the Ritz-Carlton in New Orleans features a full week of conferences, rich with CPE, networking, and celebration. Don’t miss the Annual Meeting to welcome new leadership or the can't-miss 1st Annual Ledgers & Legends Ball—a night of recognition and connection.
Explore the full lineup by clicking the Agenda tab above. You’ll find session details, track options, featured speakers, and Yellow Book credit opportunities. While we ask you to select your sessions during registration to help us plan, you’re welcome to attend any you'd like on the day of the event.
Day 1
August 11
7:30-7:55 AM
Registration, Welcome, & Breakfast
8:00-9:30 AM
General Session
9:30-9:50 AM
Break
9:50-10:50 AM
Concurrent Sessions
10:55-11:55 AM
Concurrent Sessions
11:55 AM -12:55 PM
Lunch
12:55-2:05 PM
General Session
2:10-3:10 PM
Concurrent Sessions
3:10-3:30 PM
Break
3:30-4:30 PM
General Session
Notice
SPONSOR THIS EVENT
Sponsorship is a great way to connect with CPA professionals and increase your visibility within the community. To learn more or recommend a sponsor, contract Diedra Allen at dallen@louisiana.cpa or click here for more information.
Kurt Oestriecher is partner in charge of accounting and auditing services with Oestriecher & Company, CPAs, in Alexandria, and is also involved in litigation support and small business consulting engagements.
Kurt is a 3-time recipient of LCPA’s Outstanding Discussion Leader Award and has been named an Outstanding Discussion Leader for the AICPA 10 times. Kurt has served on the Accounting and Review Services Committee, AICPA Council, and has authored several courses for the AICPA and LCPA.
Barry Kelly began working at the Louisiana Legislative Auditor’s (LLA) office in 2012. Currently he works on the special projects team in the Local Government Services section of LLA. He helps prepare Statewide Agreed-Upon Procedures (SAUP) updates, create and monitor the implementation of statutorily required schedules, fulfill legislative requests, and provide assistance to local officials and CPA’s. Barry is a Certified Internal Auditor and a member of the Institute of Internal Auditor’s (IIA). He graduated from the University of New Orleans with a Bachelor of Science in Accounting and a Master in Business Administration. Prior to working at the LLA he worked as a sales tax auditor for the state of Louisiana.
Michael J. Waguespack was elected Legislative Auditor on April 19, 2021. Mr. Waguespack, a Louisiana native, has had a long and varied career. He graduated from LSU in 1987 with a bachelor’s degree in accounting and accepted employment with PricewaterhouseCoopers (then Coopers & Lybrand) in Houston, TX. Mr. Waguespack transferred to the firm’s New Orleans office and worked there until he started his own accounting firm in 1993. In 1999, Mr. Waguespack was elected Assumption Parish Sheriff, from which he retired in 2016. In the years since, Mr. Waguespack worked as the co-managing member of an accounting firm and chief financial officer of an industrial contractor. In addition, he served as Vice Chairman of the Louisiana Tax Commission from 2016-2021. Mr. Waguespack is a licensed Certified Public Accountant with more than 25 years of experience performing a large variety of governmental audits, reviews, compilations, and investigations.
This session qualifies for yellow book credit.
This session is available to registrants only.
9:50am
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10:50am
Managing Your Write Up Practice & Complying with Standards (LAAC)
Michael Brand is known as a nationally acclaimed, accounting industry expert and speaker, Michael (Mike) has been involved in all aspects of public accounting, with an emphasis in providing accounting, auditing and review services to clients in the for-profit, nonprofits and governmental sectors.
In addition to teaching, Mike regularly speaks at conferences nationwide and in various other countries. He conducts peer reviews across the United States and was formerly on the Peer Review Board, Joint Trial Board, and Quality Control Standards Task Force of the AICPA. He is the current co-chair of the Engage Conference (the AICPA's largest conference held over multiple days with thousands of attendees).
This session is available to registrants only.
Breakout Session
10:55am
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11:55am
Current Legislative Updates (GAAC)
Jenifer Schaye is General Counsel for the Legislative Auditor of the State of Louisiana. She is a graduate of the University of Dallas and of St. Louis University Law School. She has practiced law continuously for the last forty-three years in Texas and Louisiana. Jenifer has substantial experience in the governmental arena. She has worked as a Legislative Aid to a State Representative in Texas. She was a Louisiana Assistant Attorney General for eleven years. As an Assistant Attorney General, she focused on tort, insurance law, and gaming law and all aspects of the Administrative Procedure Act. In her capacity as general counsel to the Legislative Auditor, Jenifer advises on public law issues and laws relating to fiscal matters, ethics issues, and all public laws which impact political subdivisions and the audits of political subdivisions on the local and state level. Jenifer also serves as a board member on the Louisiana Survivor’s Benefit Board as the Legislative Auditor’s designee. In addition, Jenifer represents the Legislative Auditor and staff in those matters where they are called to testify and/or to produce records for further inquiry by state and federal courts. She advises the Louisiana Legislative Audit Advisory Council on relevant audit law issues. Because of her governmental background, Jenifer has a broad knowledge of the processes of government and the relationships between the various branches of state and local government.
This session qualifies for yellow book credit.
An overview of legislative changes made in 2025 Legislative Session. We will focus on public laws which directly affect public officials and public employees and may be relevant to audit findings. These laws are public bid, open meetings, public records, and new ethics mandates.
This session is available to registrants only.
10:55am
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11:55am
Mix & Match: The Puzzle of Mergers and Acquistions (LAAC)
Nene Gianfala is a Vice President of the Valuation Advisory group with over 15 years of experience in accounting, corporate finance, and business valuations. She joined Chaffe & Associates, Inc. as a Financial Analyst Intern in June 2007, and upon completion of the internship, joined the company. She is a Certified Public Accountant (CPA), Accredited in Business Valuations (ABV), Certified in Entity and Intangible Valuations (CEIV), Certified in the Fundamentals of ESG by the American Institute of Certified Public Accountants, and an Accredited Senior Appraiser in Business Valuations with a specialty in Intangible Assets (ASA-BV/IA) by the American Society of Appraisers. Ms. Gianfala performs intellectual property and intangible asset valuations for purchase price allocations, impairment testing, internal intangible asset management, portfolio valuation, and litigation support. She provides business valuation services to public and private companies for estate, gift, and income tax planning, financial reporting, corporate planning, employee stock ownership plans, and litigation. Ms. Gianfala is very active in her community and in professional organizations including hosting podcasts for the AICPA on various topics from ESG to Crypto. She serves on the Board of the Louisiana SPCA, is the Past Treasurer Junior League of New Orleans, the Past President of the Tulane Association of Business Alumni, and an Adjunct Faculty Member of the University of Holy Cross.
Mr. Gilbert works in the Mergers & Acquisitions Group of Chaffe & Associates, Inc., having joined the firm in 2012 as a financial analyst. He specializes in deal execution, database and market research, due diligence, financial modeling, and strategic planning and financial analysis of critical business decisions for clients in various industries.
Prior to joining Chaffe & Associates, Mr. Gilbert provided start-up consulting services to a clean energy company based in New Orleans. Mr. Gilbert began his career in the film industry and went on to work for several years in project management at the American Heart Association in Dallas.
Mr. Gilbert holds a B.A. from Tulane University in Political Economy and an M.B.A. from the A.B. Freeman School of Business at Tulane University.
Think of mergers and acquisitions as a high-stakes puzzle—every piece must fit perfectly to create a winning picture. In this session, we’ll unravel the strategies behind successful business combinations, including identifying synergies and negotiating the deal. Dive deep into the full M&A lifecycle from deal pricing in the beginning to performing a purchase price allocation post close. Whether you’re a puzzle master or just starting out, this session will help you see how the pieces come together!
This session is available to registrants only.
General Session
12:55pm
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2:05pm
Evaluating and Reporting on Design of Internal Controls: Case Studies
J. Michael Inzina is founder and CEO of Audit Litigation Training and Efficiency Consulting, Inc. (ALTEC), a consulting company serving public accounting firms and other accounting and auditing organizations on matters of audit efficiency, continuing education, litigation and ethics.
Mike has been named Outstanding Instructor by the American Institute of CPAs and several state societies 13 times, and has served on several national committees, including: AICPA Professional Ethics Executive Committee, Auditing Standards Board, AICPA Independence and Behavioral Standards Subcommittee and Governmental Technical Standards Committee.
This session qualifies for yellow book credit.
Failure to obtain and document the required understanding of internal controls, even when a primarily substantive approach, can have disastrous results. This session will focus on cases in which auditors overlooked design deficiencies that resulted in audit failures.
This session is available to registrants only.
Breakout Session
2:10pm
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3:10pm
Effectively Communicating Financial Info to Non Financial Professionals (LAAC)
Steven McKay, along with his wife Rachel and three kids, is a resident of Pollock, Louisiana. Additionally, Steven is a graduate of Mississippi College, and joined Rozier, McKay, Willis CPAs immediately upon graduation in 2015. He became a partner in 2019 and serves a wide variety of clients, including an assortment of governmental units across Central Louisiana and small businesses all over the state.
Diane Allison joined the Louisiana Legislative Auditor’s office in May 2021 as the Director of Local Government Services, having served as chief financial officer in three different local governments for a combined total of 17 years. LLA’s Local Government Services oversees the work of more than 200 independent CPA firms that conduct over 3,600 audits and other types of engagements, prepares fiscal and actuarial notes for the Louisiana Legislature, educates local governments on governmental accounting and internal controls, and performs various advisory services.
Diane’s areas of expertise are accounting and financial reporting, financial management, budgeting, fiscal policies, school activity funds, accounting for the expenditure of tax-exempt bond proceeds, tax and fiscal compliance, and internal controls.
Diane has over 30 years of accounting experience, including for-profit manufacturing, not-for-profit, public accounting, and local government sectors. She has been a Certified Public Accountant for over 20 years and also holds certifications as a Chartered Global Management Accountant and Certified Government Finance Officer. In 2019 she received the Woman to Watch Award from the Society of Louisiana CPAs.
Diane has presented at national, state, and regional accounting conferences, including the American Institute of CPAs (AICPA), Society of Louisiana Certified Public Accountants’ (LCPA), Government Finance Officers Association (GFOA), Accounting and Financial Women’s Alliance, and both the Southern and Louisiana Associations of School Business Officials. In addition, she has written articles for various professional publications. She has served on and chaired various LCPA state and chapter committees. She currently is Chair of the national GFOA Accounting, Auditing, and Financial Reporting committee; serves on the LCPA state and local Governmental Accounting and Auditing committee; President-Elect of the Accounting and Financial Women’s Alliance, New Orleans Chapter; and board member of the Women in Public Finance, Louisiana chapter.
Diane is a graduate of Benjamin Franklin High School in New Orleans and graduated Magna Cum Laude from Wright State University in Dayton, Ohio with a Bachelor’s degree in English and Accounting. She is a member of the following professional associations:
• American Institute of Certified Public Accountants • Society of Louisiana Certified Public Accountants • Government Finance Officers Association of the United States and Canada • Louisiana Government Finance Officers Association (past President) • Accounting and Financial Women’s Alliance (past President of the New Orleans chapter) • Louisiana Association of School Business Officials • Association of Government Accountants • Women in Public Finance • National Association of State Auditors, Comptrollers and Treasurers
This session qualifies for yellow book credit.
It's a fact: fraud happens and auditors sometimes stumble on fraud schemes in the course of what started as an easy, routine audit of a known client. In this session we'll explore how frauds are perpetrated, concealed, and detected by studying actual frauds committed in Louisiana governments.