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, and Surgent to deliver high-quality webcast and self-study content conveniently and cost-effectively. Stand-alone courses and all-access packages are available. Filter using the Vendor name. Learn more.
First Look Webcast: Practical Accounting Automation Using AI
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Online/Webcast
1.00 Credits
In this engaging and practical session, Dr. Andrew Schwartz will explore how artificial intelligence is transforming the field of accounting. Through real-world use cases and demos, this session demystifies AI, showing how it can be used today to automate repetitive tasks, streamline audits, detect fraud, enhance forecasting, and improve client service. Attendees will gain insights into tools already in the market, learn how to evaluate automation opportunities within their firms, and leave with actionable steps to begin leveraging AI responsibly. No programming required—just a curiosity to work smarter.forward. This program also qualifies for 50 minutes of CLE. Purchase this webcast as an individual program, or get the members-only First Look Bundle and save! 2025 First Look Webcast Series May 28401k & Employee Benefits Update Mary Hogan • Director, Advisory - HR Advisory & OutsourcingEisner Advisory Group LLC • Pittstown, NJCategory: Management CPE: 1 credit CLE: 50 minutes June 18 Disaster Planning Beyond the Calculations Gerard H. Schreiber, Jr., CPA • PartnerSchreiber & Schreiber, CPAs • Metairie, LACategory: Taxation CPE: 1 credit CLE: 50 minutes July 30Investment Strategies in a Volatile Market Tom Stringfellow, CFA®, CPA®, CFP®, CIC • Chief Investment StrategistArgent Trust Company • San Antonio, TX Category: Management CPE: 1 credit August 27SSARS Engagements – What You Need to Know Kurt Oestriecher, CPA • Managing PartnerOestriecher & Company, CPAs • Alexandria, LA Category: A&A CPE: 1 credit September 27Managing Change in a High-Speed World Laila Morcos Zissis, PCC, NBC-HWC, CMC • OwnerLaila Morcos Zissis, LLC• New Orleans, LACategory: Personal Development CPE: 1 credit October 29Creating a Positive Workplace Culture Jim Schneider, CPA, CIA • President & Managing PartnerThe Personnel Consulting Group • New Orleans LACategory: Management CPE: 1 credit November 12Tax Credit Shake-Up: What the New Incentives and ITEP Rules Mean for You Keri Hart • Senior Manager, Business IncentivesKim Wallett • Senior Manager, Business IncentivesAdvantous Consulting, LLC • Baton Rouge, LACategory: Taxation CPE: 1 credit CLE: 50 minutes December 9Practical Accounting Automation Using AIAndrew Schwartz, PhD • ProfessorStephenson Department of Entrepreneurship & Information SystemsLouisiana State University Category: Technology CPE: 1 credit CLE: 50 minutes
How SAS Nos. 134-145 Improve Risk-Based Audits
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Online/Webcast
4.00 Credits
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Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jennifer F. Louis, CPA
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Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online/Webcast
2.00 Credits
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The annual budgeting process is often criticized as an accounting exercise that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not volume sensitive, and disconnected from the organization's strategy and risk management processes. You can resolve these deficiencies using capacity-sensitive driver-based projections. Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The driver-based budgets can be periodically refreshed to create rolling financial forecasts extending well beyond the fiscal year end. Learn how managerial accounting can become managerial economics. Speaker - Gary Cokins
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GPT Builder for Accountants
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Online/Webcast
2.00 Credits
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This course provides a concise overview of using ChatGPT's GPT Builder to create custom GPTs specifically tailored for accounting professionals. Learn how to leverage this powerful tool to streamline accounting workflows, enhance client services, automate routine tasks, and improve financial analysis capabilities through customized AI solutions designed for accounting-specific applications. custom versions of ChatGPT with added skills and knowledge for specific tasks or industries. This course is designed to guide accountants on how to leverage these enhanced ChatGPT functionalities to streamline financial workflows, analyze data, and engage in more dynamic, multi-modal interactions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Garrett Wasny, MA, CMC, CITP/FIBP
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Surgent's Excel Budgeting Ideas
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Online/Webcast
2.00 Credits
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Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.Speaker - Jeff Lenning
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2025 Not-for-Profit Accounting & Auditing Update
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Online/Webcast
6.00 Credits
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This course provides a comprehensive update on the key developments impacting not-for-profit (NFP) accounting and auditing in 2025. While the FASB hasn't recently issued NFP-specific standards, several Accounting Standard Updates (ASUs) will significantly affect nonprofit organizations. We'll review these changes and their implications. We also explore the growing relevance of programmatic investments and their interplay with the Current Expected Credit Losses (CECL) standard, and examine the IFR4NPO initiative, a global project aimed at establishing universal financial reporting standards for nonprofits. On the auditing side, we'll delve into the impact of the new quality management standards, impacting firms that provide attestation services, including compilations and reviews for nonprofits. This session will equip you with the insights needed to navigate these changes and stay compliant. Speaker - Melisa Galasso
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Live Webinar K2's Excel Essentials for Staff Accountants
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Online/Webcast
8.00 Credits
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Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a "laptop-friendly" environment, and participants will have access to all the demonstration files. In sum, this seminar is a "must" for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.Speaker - Lawrence "Mac" McClelland
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Federal Tax Update - Individuals (Form 1040)
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Online/Webcast
8.00 Credits
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With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a “must-attend” course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing season. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com Speaker - J. Patrick Garverick
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Surgent's Advanced Critical Tax Issues for S Corporations
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Online/Webcast
8.00 Credits
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This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.Speaker - Sue Smith, CPA
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The Complete Guide to the Preparation of Form 1041
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Online/Webcast
8.00 Credits
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Preparing Form 1041 is essential for tax professionals working with estates and trusts. This course provides a practical, step- by-step approach to completing the U.S. Income Tax Return for Estates and Trusts, covering key issues such as distributable net income (DNI), income in respect of a decedent (IRD), and tax compliance for fiduciary entities. Participants will gain a clear understanding of Subchapter J of the Internal Revenue Code and learn how to apply tax rules to real world situations. Through case studies and line-by-line instruction, this course equips professionals with the skills needed to prepare Form 1041 accurately and efficiently. Additionally, it will include updates on any new legislation or IRS guidance introduced by the current administration and its impact on fiduciary taxation. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com Speaker - Arthur Werner
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S Corporations: How to Calculate Shareholder Basis
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Online/Webcast
2.00 Credits
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A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans, with a focus on how to use Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com Speaker - Steven Dilley
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How SAS Nos. 134-145 Improve Risk-Based Audits
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Online/Webcast
4.00 Credits
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Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jennifer F. Louis, CPA
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Get started with Power BI
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Online/Webcast
2.00 Credits
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Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service, and Power BI Report Server. In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features, and its seamless integration with Excel. The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing, and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Bryan L. Smith, CPA.CITP, CISA
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Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check
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Online/Webcast
3.50 Credits
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Relevant Excel methods for accounting experts In Excel, there are several opportunities to apply features, functions and methods to build a dynamic workbook. In this hands-on demonstration of several Excel skills, you'll review the following topics through engaging expert-led instruction: Dynamic headers Horizontal reports Mapping Tables Data Validation Excel error checking skill development Designed with time for you to work along with the facilitator, this webcast examines the importance of automating reporting workbooks in Excel. You will review various topics, including: Horizontal or crosstab reports Mapping tables and how they are the key to unlocking major efficiency gains. Data validation in digital reports Error Check *Session 8 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching other parts of the bundle. [Excel for Accounting Professionals Webcast Series] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-webcast-series-bundle) to further prepare to tackle real-world issues and build powerful workbooks.*
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Integrate ChatGPT into Your Client Advisory Services-Updated
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Online/Webcast
2.00 Credits
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Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - John Higgins, CPA.CITP
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Disrupt to Dominate: Mastering Change Leadership
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Online/Webcast
4.00 Credits
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In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Tammy Daugherty
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Invest in Your Mental Health and Avoid Burnout
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Online/Webcast
2.00 Credits
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For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization. To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Tara Whitney, CPA, ACC
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Applying the New Expected Credit Loss Model
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Online/Webcast
2.00 Credits
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All entities are subject to the new expected credit loss model established by recent GAAP. This course will provide highlights of the latest requirements for measurement, presentation, and disclosure. Speaker - Jennifer Louis
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Surgent's Excel Shortcuts for Accountants
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Online/Webcast
2.00 Credits
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This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding rows or columns, illustrate how to quickly navigate to other workbooks and files, and demonstrate using Excel with styles.Speaker - Jeff Lenning
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Surgent's Forms 7217 and 7203
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Online/Webcast
2.00 Credits
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IRS Form 7217 is an IRS tax form required for partners receiving distributions of property from partnerships. Starting for tax years beginning in 2024, a partner who receives property from a partnership must file Form 7217 with his or her annual income tax return. Form 7217 is filed by any partner receiving a distribution of property from a partnership to report the basis of the distributed property, including any basis adjustment to such property as required by Section 732(a)(2) or (b). This new IRS form is part of the IRS's general concern regarding basis shifting in favor of high marginal tax rate related partners. Form 7217 is now required and details the types of property distributed, the aggregate basis, and the allocation of basis to the distributed property. Form 7203 is designed to assist in tracking an S corporation shareholder's stock and debt basis. Form 7203 is a significant improvement from the worksheets the IRS provided formerly and over time will serve to help partners and partnerships keep track of their stock and debt basis. The course covers the structure and organization of Form 7203 as well as how an S corporation shareholder's stock and debt basis are calculated.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA