First Look Webcast Series Bundle
Multiple Events Between -
Up to 8.00 Credits
Member Price $210.00
Overview
This members-only, webcast bundle is conveniently scheduled first thing in the morning, to shine light on relevant interest areas. Grab a cup of coffee and get your day off to a productive start with our line-up of experienced professionals who help you rise and shine at what you do.
Bundle the First Look Webcast Series and save!
Purchase all 8 programs (up to 8 CPE credits) for only $210 until May 27. Simply add the Bundle to your cart and you're set! You'll receive login instructions and materials prior to each program.
All programs are 8:30-9:20a qualify for 1 CPE credit. When noted, programs qualify for CLE credit (50 minutes); see individual descriptions for details.
*Note: Due to the discounted bundle savings, there will be no refunds or adjustments for cancellations of individual programs in the series.
First Look webcasts are also available for individual purchase by members and non-members. Learn more.
This bundle contains the following events:
First Look Webcast: OBBBA: Fact or Fiction
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Online/Webcast
1.00 Credits
Cut through the noise and get the facts. This fast-paced, 50-minute CPE session breaks down the OBBBA—separating what’s real from what’s rumor. Designed specifically for CPAs, Richard Tullier, CPA, translates complex provisions into clear, practical insights you can actually use. You’ll walk away with a solid understanding of what the Act does, what it doesn’t do, and how it may impact your client/employers and planning strategies. No jargon, no confusion—just straightforward guidance to keep you informed and confident. Purchase this webcast as an individual program, or get the members-only First Look Bundle and save! 2026 First Look Webcast Series May 27OBBBA: Fact vs FictionRichard Tullier Jr., CPA · PartnerWegmann Dazet, CPAs · New Orleans, LAJune 24Time & Stress: Managing the PressureGloria McConnel-Passman · PartnerSuccess Labs · Baton Rouge, LAJuly 29AI In Action: Real Tools. Real Results.Dr. Andrew Schwartz · Professor of Information SystemsLouisiana State University · Baton Rouge, LAAugust 25Accounting & Auditing Update: Standards Shifts & What's NextKurt Oestriecher, CPA · PartnerOestriecher & Company, CPAs · Alexandria, LASeptember 307 Most Underrated Time-Saving Tech Tools RevealedLes Nettleton Metairie, LAOctober 28Estate and Succession Planning With a Privately Owned CompanyNene Gianfala, CPA/ABV, ASA-BV/IA · PartnerVanessa Claiborne, CPA/ABV, ASA · PartnerChaffe & Associates · New Orleans, LANovember 19Retirement Plan UpdateAnne Oestriecher, CPA, CFP · PartnerOestriecher Financial Management · Alexandria, LADecember 10Identify and Resolve 7 Cash Flow & Profitability Issues Before They Become Major CrisesRuth King · Profit & Wealth GuruDuluth, GA
First Look Webcast: Time & Stress: Managing the Pressure
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Online/Webcast
1.00 Credits
Deadlines, competing priorities, and constant change can make it difficult to stay focused and energized. Gloria McConnel-Passman introduces practical tools for managing time, prioritizing effectively, and focusing on the work that matters most. Participants will also learn the factors that contribute to burnout and practical strategies for protecting their energy and well-being. Purchase this webcast as an individual program, or get the members-only First Look Bundle and save! 2026 First Look Webcast Series May 27OBBBA: Fact vs FictionRichard Tullier Jr., CPA · PartnerWegmann Dazet, CPAs · New Orleans, LAJune 24Time & Stress: Managing the PressureGloria McConnel-Passman · PartnerSuccess Labs · Baton Rouge, LAJuly 29AI In Action: Real Tools. Real Results.Dr. Andrew Schwartz · Professor of Information SystemsLouisiana State University · Baton Rouge, LAAugust 25Accounting & Auditing Update: Standards Shifts & What's NextKurt Oestriecher, CPA · PartnerOestriecher & Company, CPAs · Alexandria, LASeptember 307 Most Underrated Time-Saving Tech Tools RevealedLes Nettleton Metairie, LAOctober 28Estate and Succession Planning With a Privately Owned CompanyNene Gianfala, CPA/ABV, ASA-BV/IA · PartnerVanessa Claiborne, CPA/ABV, ASA · PartnerChaffe & Associates · New Orleans, LANovember 19Retirement Plan UpdateAnne Oestriecher, CPA, CFP · PartnerOestriecher Financial Management · Alexandria, LADecember 10Identify and Resolve 7 Cash Flow & Profitability Issues Before They Become Major CrisesRuth King · Profit & Wealth GuruDuluth, GA
First Look Webcast: AI In Action: Real Tools. Real Results.
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Online/Webcast
1.00 Credits
Artificial intelligence is rapidly moving beyond simple automation and chatbots. A new generation of agentic AI systems—AI that can plan, reason, and execute multi-step tasks— is beginning to transform how accounting work is performed across the entire financial workflow. In this practical one-hour webinar, Dr. Andrew Schwarz, Professor of Information Systems at Louisiana State University and a nationally recognized speaker on applied AI, will demonstrate how accounting professionals can leverage agentic AI to streamline complex processes, reduce manual effort, and improve decision quality. Rather than focusing on theory, this session emphasizes real tools and real results. Participants will see how AI agents can assist with tasks such as document ingestion, reconciliation support, anomaly detection, audit preparation, and financial analysis by coordinating multiple tools and datasets within a structured workflow.Dr. Schwarz will walk through concrete examples of how agentic AI can function as a digital accounting co-worker, orchestrating tasks such as gathering financial data, validating entries, generating reports, and identifying potential compliance risks. The session will also address practical considerations for integrating AI responsibly into accounting environments, including governance, verification, and human oversight.By the end of the webinar, participants will have a clear understanding of:• How agentic AI differs from traditional automation and generative AI tools• Where AI agents can add immediate value in the accounting workflow• Examples of AI-assisted accounting tasks using today’s tools• How organizations can begin experimenting safely with AI-augmented accounting processesThis session is designed for accountants, financial managers, auditors, and business leaders who want to move beyond the hype and understand how AI can meaningfully augment accounting work today.Participants will leave with a practical framework for thinking about AI-augmented accounting workflows—where humans remain in control while AI agents handle the repetitive, data-intensive tasks that slow teams down. Purchase this webcast as an individual program, or get the members-only First Look Bundle and save! 2026 First Look Webcast Series May 27OBBBA: Fact vs FictionRichard Tullier Jr., CPA · PartnerWegmann Dazet, CPAs · New Orleans, LAJune 24Time & Stress: Managing the PressureGloria McConnel-Passman · PartnerSuccess Labs · Baton Rouge, LAJuly 29AI In Action: Real Tools. Real Results.Dr. Andrew Schwartz · Professor of Information SystemsLouisiana State University · Baton Rouge, LAAugust 25Accounting & Auditing Update: Standards Shifts & What's NextKurt Oestriecher, CPA · PartnerOestriecher & Company, CPAs · Alexandria, LASeptember 307 Most Underrated Time-Saving Tech Tools RevealedLes Nettleton Metairie, LAOctober 28Estate and Succession Planning With a Privately Owned CompanyNene Gianfala, CPA/ABV, ASA-BV/IA · PartnerVanessa Claiborne, CPA/ABV, ASA · PartnerChaffe & Associates · New Orleans, LANovember 19Retirement Plan UpdateAnne Oestriecher, CPA, CFP · PartnerOestriecher Financial Management · Alexandria, LADecember 10Identify and Resolve 7 Cash Flow & Profitability Issues Before They Become Major CrisesRuth King · Profit & Wealth GuruDuluth, GA
First Look Webcast: Accounting & Auditing Update: Standards Shifts & What's Next?
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Online/Webcast
1.00 Credits
Award-winning speaker, Kurt Oestriecher, CPA, will cover recent developments in United States AA standards with an emphasis on changes in GAAP, audit, and review and compilation standards. Purchase this webcast as an individual program, or get the members-only First Look Bundle and save! 2026 First Look Webcast Series May 27OBBBA: Fact vs FictionRichard Tullier Jr., CPA · PartnerWegmann Dazet, CPAs · New Orleans, LAJune 24Time & Stress: Managing the PressureGloria McConnel-Passman · PartnerSuccess Labs · Baton Rouge, LAJuly 29AI In Action: Real Tools. Real Results.Dr. Andrew Schwartz · Professor of Information SystemsLouisiana State University · Baton Rouge, LAAugust 25Accounting & Auditing Update: Standards Shifts & What's NextKurt Oestriecher, CPA · PartnerOestriecher & Company, CPAs · Alexandria, LASeptember 307 Most Underrated Time-Saving Tech Tools RevealedLes Nettleton Metairie, LAOctober 28Estate and Succession Planning With a Privately Owned CompanyNene Gianfala, CPA/ABV, ASA-BV/IA · PartnerVanessa Claiborne, CPA/ABV, ASA · PartnerChaffe & Associates · New Orleans, LANovember 19Retirement Plan UpdateAnne Oestriecher, CPA, CFP · PartnerOestriecher Financial Management · Alexandria, LADecember 10Identify and Resolve 7 Cash Flow & Profitability Issues Before They Become Major CrisesRuth King · Profit & Wealth GuruDuluth, GA
First Look Webcast: 7 Most Underrated Time-Saving Tech Tools Revealed
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Online/Webcast
1.00 Credits
Technology continues to change at a supersonic pace. Award-winning speaker, Les Nettleton, will discuss and demonstrate tips to increase your productivity in today's world. From Microsoft Office to Internet to cell phones, we will look at some best practices and some tips and tricks to save you time and effort. Purchase this webcast as an individual program, or get the members-only First Look Bundle and save! 2026 First Look Webcast Series May 27OBBBA: Fact vs FictionRichard Tullier Jr., CPA · PartnerWegmann Dazet, CPAs · New Orleans, LAJune 24Time & Stress: Managing the PressureGloria McConnel-Passman · PartnerSuccess Labs · Baton Rouge, LAJuly 29AI In Action: Real Tools. Real Results.Dr. Andrew Schwartz · Professor of Information SystemsLouisiana State University · Baton Rouge, LAAugust 25Accounting & Auditing Update: Standards Shifts & What's NextKurt Oestriecher, CPA · PartnerOestriecher & Company, CPAs · Alexandria, LASeptember 307 Most Underrated Time-Saving Tech Tools RevealedLes Nettleton Metairie, LAOctober 28Estate and Succession Planning With a Privately Owned CompanyNene Gianfala, CPA/ABV, ASA-BV/IA · PartnerVanessa Claiborne, CPA/ABV, ASA · PartnerChaffe & Associates · New Orleans, LANovember 19Retirement Plan UpdateAnne Oestriecher, CPA, CFP · PartnerOestriecher Financial Management · Alexandria, LADecember 10Identify and Resolve 7 Cash Flow & Profitability Issues Before They Become Major CrisesRuth King · Profit & Wealth GuruDuluth, GA
First Look Webcast: Estate and Succession Planning With a Privately Owned Company
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Online/Webcast
1.00 Credits
Privately held businesses often represent the largest and most complex asset in an owner’s estate, making thoughtful planning essential for both family and business continuity. Nene Gianfala, CPA and Vanessa Claiborne, CPA, explore practical strategies for integrating estate planning with business succession planning, including ownership transitions, and tax-efficient wealth transfers.Participants will gain insight into common planning tools and structures used in closely held companies, as well as the role valuation plays in supporting gifting strategies, buy-sell agreements, and generational transfers. The session will also address how advisors can help business owners align personal estate goals with long-term business sustainability and continuity. Proper planning can reduce the risk of disputes, unexpected tax burdens, or operational disruption during ownership transitions. Purchase this webcast as an individual program, or get the members-only First Look Bundle and save! 2026 First Look Webcast Series May 27OBBBA: Fact vs FictionRichard Tullier Jr., CPA · PartnerWegmann Dazet, CPAs · New Orleans, LAJune 24Time & Stress: Managing the PressureGloria McConnel-Passman · PartnerSuccess Labs · Baton Rouge, LAJuly 29AI In Action: Real Tools. Real Results.Dr. Andrew Schwartz · Professor of Information SystemsLouisiana State University · Baton Rouge, LAAugust 25Accounting & Auditing Update: Standards Shifts & What's NextKurt Oestriecher, CPA · PartnerOestriecher & Company, CPAs · Alexandria, LASeptember 307 Most Underrated Time-Saving Tech Tools RevealedLes Nettleton Metairie, LAOctober 28Estate and Succession Planning With a Privately Owned CompanyNene Gianfala, CPA/ABV, ASA-BV/IA · PartnerVanessa Claiborne, CPA/ABV, ASA · PartnerChaffe & Associates · New Orleans, LANovember 19Retirement Plan UpdateAnne Oestriecher, CPA, CFP · PartnerOestriecher Financial Management · Alexandria, LADecember 10Identify and Resolve 7 Cash Flow & Profitability Issues Before They Become Major CrisesRuth King · Profit & Wealth GuruDuluth, GA
First Look Webcast: Retirement Plan Update
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Online/Webcast
1.00 Credits
Privately held businesses often represent the largest and most complex asset in an owner’s estate, making thoughtful planning essential for both family and business continuity. Nene Gianfala, CPA and Vanessa Claiborne, CPA, explore practical strategies for integrating estate planning with business succession planning, including ownership transitions, and tax-efficient wealth transfers.Participants will gain insight into common planning tools and structures used in closely held companies, as well as the role valuation plays in supporting gifting strategies, buy-sell agreements, and generational transfers. The session will also address how advisors can help business owners align personal estate goals with long-term business sustainability and continuity. Proper planning can reduce the risk of disputes, unexpected tax burdens, or operational disruption during ownership transitions. Purchase this webcast as an individual program, or get the members-only First Look Bundle and save! 2026 First Look Webcast Series May 27OBBBA: Fact vs FictionRichard Tullier Jr., CPA · PartnerWegmann Dazet, CPAs · New Orleans, LA June 24Time & Stress: Managing the PressureGloria McConnel-Passman · PartnerSuccess Labs · Baton Rouge, LA July 29AI In Action: Real Tools. Real Results.Dr. Andrew Schwartz · Professor of Information SystemsLouisiana State University · Baton Rouge, LA August 25Accounting & Auditing Update: Standards Shifts & What's NextKurt Oestriecher, CPA · PartnerOestriecher & Company, CPAs · Alexandria, LA September 307 Most Underrated Time-Saving Tech Tools RevealedLes Nettleton Metairie, LA October 28Estate and Succession Planning With a Privately Owned CompanyNene Gianfala, CPA/ABV, ASA-BV/IA · Vanessa Claiborne, CPA/ABV, ASA · Chaffe & Associates · New Orleans, LA November 19
First Look Webcast: Identify and Resolve 7 Cash Flow & Profitability Issues Before They Become Major Crises
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Online/Webcast
1.00 Credits
This session identifies the top seven trends that indicate cash flow and profitability issues. Examples of these trends will be shown and discussed so that attendees can help their customers and businesses resolve them before they become major cash flow, productivity, or profitability problems.The trends are: The width between revenue and gross profit is expanding. The trailing gross margin trend is declining. The trailing productivity ratio trend is increasing The working capital trend is decreasing. The width between the current ratio and acid test trends is increasing. Trailing current ratio and acid test is decreasing. Receivable days and inventory days trends are increasing. Purchase this webcast as an individual program, or get the members-only First Look Bundle and save! 2026 First Look Webcast SeriesMay 27OBBBA: Fact vs FictionRichard Tullier Jr., CPA · PartnerWegmann Dazet, CPAs · New Orleans, LA June 24Time & Stress: Managing the PressureGloria McConnel-Passman · PartnerSuccess Labs · Baton Rouge, LA July 29AI In Action: Real Tools. Real Results.Dr. Andrew Schwartz · Professor of Information SystemsLouisiana State University · Baton Rouge, LA August 25Accounting & Auditing Update: Standards Shifts & What's NextKurt Oestriecher, CPA · PartnerOestriecher & Company, CPAs · Alexandria, LA September 307 Most Underrated Time-Saving Tech Tools RevealedLes Nettleton Metairie, LA October 28Estate and Succession Planning With a Privately Owned CompanyNene Gianfala, CPA/ABV, ASA-BV/IA · PartnerVanessa Claiborne, CPA/ABV, ASA · PartnerChaffe & Associates · New Orleans, LA November 19Retirement Plan UpdateAnne Oestriecher, CPA, CFP · PartnerOestriecher Financial Management · Alexandria, LA December 10Identify and Resolve 7 Cash Flow & Profitability Issues Before They Become Major CrisesRuth King · Profit & Wealth GuruDuluth, GA
Member Price $210.00