CPE Catalog & Events

This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO  • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am   Break/Visit Exhibitors10:40 – 11:55 am  Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages.  It will include current case law, Daubert challenges, and other important factors to consider.  11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmIdentifying, Filing Suit, and Recovering Damages in Ponzi SchemesLara K. Richards, JD • Special Counsel - Fishman Haygood, LLP • New Orleans, LALance McCardle, JD • Partner - Fishman Haygood, LLP • New Orleans, LA Jason Burge, JD • Partner - Fishman Haygood, LLP • New Orleans, LA1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CPA • EisnerAmper • Baton Rouge, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MS

More Dates

This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO  • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am   Break/Visit Exhibitors10:40 – 11:55 am  Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages.  It will include current case law, Daubert challenges, and other important factors to consider.  11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmIdentifying, Filing Suit, and Recovering Damages in Ponzi SchemesLara K. Richards, JD • Special Counsel - Fishman Haygood, LLP • New Orleans, LALance McCardle, JD • Partner - Fishman Haygood, LLP • New Orleans, LA Jason Burge, JD • Partner - Fishman Haygood, LLP • New Orleans, LA1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CPA • EisnerAmper • Baton Rouge, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MSTuesday, August 127:30 – 7:55 am Registration & Continental Breakfast/Webcast Access Opens at 7:307:55am  Opening Remarks8:00 – 8:50 amView From the BenchThe Honorable Wendy B. Vitter, Chief Judge • U.S. District Court for the Eastern District of Louisiana8:50 – 10:05 am  Fraud and CollusionYigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJMost fraud examiners and auditors are familiar with the fraud triangle and how fraudsters act. When it comes to collusion some of the assumptions in fraud detection, or the detection of material misstatements in an audit must be re-examined. Even with good internal controls, fraud by collusion is possible, so during this presentation we will understand how collusion is created. We will then explore practical tips for identifying collusion. This course is directed at both fraud examiners and auditors.10:05 am – 10:25 am Break/Visit Exhibitors10:25 – 11:35 amTips and Pitfalls to Avoid When TestifyingPanel TBA11:35 am – 12:35 pm Lunch/Visit Exhibitors12:35 - 1:25 pmBusiness Valuation from a Broker PerspectiveFrank deVay • Chaffe & Associates, Inc. • New Orleans, LA 1:25 – 2:15 pmFollow the Money – Unraveling Crypto Crimes through Blockchain TracingRichard Peters, CISSP, CISA, CDPSE, QSA • HKA • Houston, TX2:15 – 2:35 pm Break/Visit Exhibitors2:35 – 3:25 pmValuation of Sports FranchisesBryce Erickson, ASA, MRICS • Mercer Capital • Dallas, TX3:25 – 4:20 pmInsights from a MediatorRoger Javier, JD • The Javier Law Firm • New Orleans, LA

More Dates

This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August!Tuesday, August 127:30 – 7:55 am Registration & Continental Breakfast/Webcast Access Opens at 7:307:55am  Opening Remarks8:00 – 8:50 amView From the BenchThe Honorable Wendy B. Vitter, Chief Judge • U.S. District Court for the Eastern District of Louisiana8:50 – 10:05 am  Fraud and CollusionYigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJMost fraud examiners and auditors are familiar with the fraud triangle and how fraudsters act. When it comes to collusion some of the assumptions in fraud detection, or the detection of material misstatements in an audit must be re-examined. Even with good internal controls, fraud by collusion is possible, so during this presentation we will understand how collusion is created. We will then explore practical tips for identifying collusion. This course is directed at both fraud examiners and auditors.10:05 am – 10:25 am Break/Visit Exhibitors10:25 – 11:35 amTips and Pitfalls to Avoid When TestifyingPanel TBA11:35 am – 12:35 pm Lunch/Visit Exhibitors12:35 - 1:25 pmBusiness Valuation from a Broker PerspectiveFrank deVay • Chaffe & Associates, Inc. • New Orleans, LA 1:25 – 2:15 pmFollow the Money – Unraveling Crypto Crimes through Blockchain TracingRichard Peters, CISSP, CISA, CDPSE, QSA • HKA • Houston, TX2:15 – 2:35 pm Break/Visit Exhibitors2:35 – 3:25 pmValuation of Sports FranchisesBryce Erickson, ASA, MRICS • Mercer Capital • Dallas, TX3:25 – 4:20 pmInsights from a MediatorRoger Javier, JD • The Javier Law Firm • New Orleans, LA

More Dates

Join us for the State and Local Tax Workshop, your essential resource for understanding the latest changes in Louisiana tax law. This annual event delivers timely updates on new legislation, regulatory developments, and practical considerations affecting businesses and tax professionals alike. FRIDAY, AUGUST 22 8:00-8:20 am LCPA and Professional Issues UpdateRon Gitz, CPA, CGMA | Executive Director, Society of Louisiana CPAs 8:20-9:20 amNational SALT Legislative Update9:20-9:40 am – BREAK9:40-10:40 amState Legislative Update10:40-11:40 amLouisiana Department of Revenue - State of the Department11:40am -12:40 pm – LUNCH12:40-1:40 pmState and Local Tax Litigation Update1:40-2:00 pm - BREAK2:00-3:20 pmState and Parish Sales Tax Update3:20-4:20 pmLouisiana Economic Development Landscape

**Get ready for something new** The Cypress Summit Workshop is your one-stop destination for impactful learning, fresh connections, and a full day packed with value!For the first time ever, we’re bringing together five top workshops under one roof: • Medical & Healthcare• Financial Institutions• Not-for-Profit• Human Resources• Estate & Financial Planning With multiple specialized tracks, you can customize your experience based on your interests and goals. Whether you're diving deeper into your area of expertise or exploring something completely new, this all-in-one event offers a unique opportunity to learn, grow, and connect with professionals across industries.Don’t miss this exciting new way to earn CPE, expand your network, and gain fresh insights—all in just one day! Click the agenda tab at the top of this page to review session options, speakers, and times. When registering, you’ll select sessions to help us estimate room sizes, but you can attend any session you choose on the day of the event.

More Dates