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.
Ledgers & Legends Ball
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New Orleans
0.00 Credits
Join us for a Night to Remember at the First-Ever Ledgers & Legends Ball. The Society of Louisiana CPAs invites you to an unforgettable evening of elegance, connection, and celebration at our inaugural Ledgers and Legends Ball, a black-tie optional event, honoring the excellence, leadership, and legacy of the CPA profession. This glamorous gathering will feature live music, elegant gourmet offerings, and plenty of opportunities to connect with fellow professionals in a lively, elevated atmosphere. All are welcome as we come together to celebrate not only the profession itself, but the people who shape its future. We'll shine a spotlight on this year's award winners, recognize the contributions of our past LCPA chairs, and introduce the new leadership and board members guiding us forward. Celebrate the legacy. Honor the legends. Welcome the future. 7:00-8:00pm - Arrival, Gourmet Reception Fare, and Recognition Presentation 8:00-11:00pm - Celebrate and Dance the Night Away with Live Music from the Phunky Monkeys
Tax Town Hall - Filing Season Recap
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Metairie
2.00 Credits
Join us in person for an insightful Tax Town Hall. This event is available to all LCPA members and is especially relevant to sole practitioners and small and medium CPA firms.Topics discussed will include:• Filing season discussion• Software issues• Billing• Office processesPanelists will include members of the LCPA Federal Tax Committee and AICPA managers is the practice management area.
Lunch & Learn In-Person: Hot Topics in HR Shaping the Workforce in 2025
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Metairie
2.00 Credits
Mag Bickford will address topics such as pay equity, reskilling and upskilling employees, mental health in the workplace, the hybrid/remote workforce, recommended policies and procedures in the workplace as well updates on the American with Disabilities Act, wage and hour issues, immigration, Supreme Court insights, non-compete issues, the Family Medical Leave Act, the National Labor Relations Act and other current changes in employment law under the current presidential administration. NOTE: This product is for the individual In-Person Lunch & Learn course at the LCPA Member Center. Qualifies for 1.67 CLE credits 2025 Lunch&Learn Small Business Series includes: May 20 Cybersecurity: Managing Evolving ThreatsLes Nettleton • IT ConsultantCategory: Technology • 2 CPE creditsJune 17 SECURE 2.0: Impacts to Retirement Savings Plans Anne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management Services • Alexandria, LACategory: Taxation • 2 CPE credits/1.67 CLE creditsJuly 22 Hot Topics in HR Shaping the Workforce in 2025Mag Bickford, JD • Managing Member, New Orleans OfficeMcGlinchey Stafford • New Orleans, LACategory: Management• 2 CPE credits/1.67 CLE credits August 19 Louisiana Tax Legislative Update, Tax Reform and MoreRobert S. Angelico, CPA, JD • ShareholderLiskow • New Orleans, LA Category: Taxation • 2 CPE credits/1.67 CLE creditsSeptember 16 Fraud in the Real World: Assessing Risk & Response Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • FounderRAL Forensics, LLC • Metairie, LACategory: A&A • 2 CPE credits/1.67 CLE creditsOctober 21 Succession Planning: Strategies for Business Continuity & GrowthNene Glenn Gianfala, CPA/ABV, ASA-BV/IARiley J. Busenlener, CPA/ABV, ASA, AEP®, JDChaffe & Associates • New Orleans, LACategory: Management • 2 CPE credits/1.67 CLE creditsNovember 18 Federal Tax Update Greg Booth, CPA • PartnerEisnerAmper • Metairie, LACategory: Taxation • 2 CPE credits/1.67 CLE creditsDecember 16 Year-End Economic Outlook: Cheers or Jeers? Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney • New Orleans, LA Category: Specialized Knowledge
Depreciation Rules for Bonus and Section 179 Expensing
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Metairie
2.00 Credits
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The Tax Cuts and Jobs Act of 2017 (TCJA) has had a tremendous impact on commercial real estate, including liberalizing the depreciation provisions. Bonus depreciation was expanded and increased from 50 to 100 percent for qualifying assets placed in service beginning after September 27, 2017, through December 31, 2022. After December 31, 2022, the deduction percentage began decreasing by 20 percent per year, fully phasing out after 2026. Bonus depreciation is now available on new and used assets. President Trump favors a permanent extension of the 2017 tax provisions, and we anticipate legislative changes in 2025 that may make the changes in depreciation permanent or extend them beyond 2025. We will be watching legislative developments closely in 2025 to determine how 2025 legislative changes impact the tax depreciation rules.
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Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Metairie
8.00 Credits
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Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with auditing standards. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments, and plan mergers and acquisitions.
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Annual Accounting and Auditing Update
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Metairie
8.00 Credits
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Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB), and Securities and Exchange Commission (SEC). On the financial accounting front, we will cover the FASB's Post-Implementation Review (PIR) report for revenue recognition under ASC 606 and discuss the best practices in applying the standard and identifying any ongoing issues practitioners are experiencing with applying the standard. We will also discuss the more than a dozen ASUs the FASB has issued since the beginning of 2023 and into 2025 covering crypto assets, disaggregated expenses, business combinations, and leases for entities under common control. Our focus on AICPA standards includes a detailed discussion of revamped AICPA quality management standards. The AICPA updated and modernized the standards by issuing Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, and SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards, effective December 15, 2025, modernize quality management standards to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on engagements. We will also cover new rules impacting public company audits and present case studies on recent fraudulent accounting stories and best practices for detecting and preventing such frauds. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year
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2025 Accounting & Auditing Conference - 1st Day Only- In Person (Formerly LAAC and GAAC)
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New Orleans
8.00 Credits
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Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference 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.
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2025 Accounting & Auditing Conference - Both Days- In Person (Formerly LAAC and GAAC)
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New Orleans
16.00 Credits
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Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference 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.
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2025 Accounting & Auditing Conference - 2nd Day Only- In Person (Formerly LAAC and GAAC)
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New Orleans
8.00 Credits
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Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference 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.
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2025 Women's Conference
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New Orleans
8.00 Credits
Join Us at the 2025 LCPA Women’s Conference – Now at the Ritz-Carlton, New Orleans!Get ready for an unforgettable experience of inspiration, connection, and celebration at this year’s CPA Women’s Conference. As part of Ledgers & Legends Week, this dynamic event blends professional development with personal empowerment, offering a vibrant mix of CPE sessions, networking, and a fun lunch you won’t want to miss! 7:30 – 7:55 am Registration and Continental Breakfast7:55 – 8:00 am Welcome & Opening Remarks8:00 – 9:30 amWired to Win: Unlocking Your Brain’s Blueprint for Professional PowerHannah Sensenbrenner Morrow, M.S. • Intuition Works • New Orleans, LAEver wonder why you click with some colleagues and clash with others—or why certain projects light you up while others make you want to fake a Wi-Fi outage? (We’ve all been there.) In this interactive session, we’ll explore the Emergenetics Profile, a neuroscience-based tool that reveals how you’re wired to think, behave, and communicate. You’ll gain powerful insights into your natural strengths and learn how to flex your style to build stronger relationships, reduce miscommunication, and lead with authenticity. This is self-awareness with a purpose—and a few laughs along the way. Because the better you understand yourself, the more unstoppable you become.9:30 – 9:50 am Break9:50 – 10:40 amEstate PlanningJulie Rosenzweig, Esq. • Julie Rosenzweig Attorney at Law • Lafayette, LA10:40 – 11:30 amBoundaries & Business: Reclaim Your Day, Redefine Your SuccessMelissa Terito, CPA • Faulk & Winkler • Baton Rouge, LAIn a world that celebrates hustle and constant availability, setting boundaries can feel uncomfortable—or even impossible. But the truth is, burnout isn’t a badge of honor. In this keynote, Melissa shares her personal journey from overwhelmed professional to intentional leader, offering practical strategies for setting boundaries at work and in life. Audiences will leave feeling empowered to take back control of their time, say no with confidence, and redefine what success looks like on their own terms.11:30 am – 12:30 pm Lunch12:30 – 1:20Culture & Communication: How to Inspire, Influence, and Create a Positive Work EnvironmentMary Jane Walsh • Mary Jane Walsh THRIVE – Business and Life Coaching • New Orleans, LAA positive workplace culture isn’t built by policies—it’s built by people. In this session, participants will learn how the way they speak, listen, and follow through can inspire trust, drive accountability, and elevate morale—no matter their role.1:20 – 2:10From Burnout to Balance: Rewiring the Way Women Handle StressNicole Schoolfield • Owner - Be Extra Yoga • New Orleans, LAWomen today are achieving more than ever—breaking glass ceilings, leading companies, raising families, showing up for their communities, and still feeling the pressure to do it all. But success, when paired with the constant demands of modern life, often leaves women feeling overwhelmed, depleted, and burnt out.In this powerful and practical session, Nicole Schoolfield—CEO, wellness counselor, and founder of a women- and girl-focused athletic brand—opens up about her personal journey with burnout and stress. She’ll share how small but intentional shifts in mindset, nutrition, and nervous system regulation can create lasting calm in the chaos.Together, we’ll explore what stress really does to the body, how chronic stress becomes normalized, and the five pillars that can help women reclaim clarity, energy, and emotional freedom—starting today.This workshop is designed to be deeply relatable, immediately applicable, and grounded in both science and soul. We will go beyond surface-level self-care and get to the root of how women can truly thrive.2:10 – 2:30 Break2:30 – 3:30Goal SettingLauren Navarre, JD • Arena Collective • Slidell, LA• Establish your Core Values, Purpose, and Ideal Client to set Intentional SMART Goals• Pinpoint Tools to Maintain Focus.3:30 – 4:20Do 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.
2025 Business & Energy Conference - 1st Day Only - In Person (Formerly BIC and EC)
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New Orleans
8.00 Credits
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The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event.
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2025 Business & Energy Conference - Both Days- In Person (Formerly BIC and EC)
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New Orleans
16.00 Credits
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The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event.
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2025 Business & Energy Conference - 2nd Day Only - In Person (Formerly BIC and EC)
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New Orleans
8.00 Credits
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The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event.
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2025 Annual Meeting & Election of Officers
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New Orleans
0.00 Credits
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Join us for our annual luncheon at The Ritz-Carlton, New Orleans as we usher in the 2025-26 LCPA Board of Directors. Bridget Kaigler, 2024-25 Chair, will reflect on her past year, and Incoming Chair Anthony Rutledge will share his theme for the year to come. This is the perfect time to reconnect with friends and celebrate our new leaders in this historic hotel. Stay the night and celebrate with the new board at the 1st Annual Ledgers & Legends Ball. A night of celebration & recognition. NOTE: Registration for the Business & Energy Conference includes the annual lunch, no separate lunch registration required for conference attendees. 2025-26 BOARD NOMINEESThe LCPA Nominating Committee met April 4, 2024, and selected the following slate of candidates: Chair-ElectKenneth Champagne, CPA, CGMAConfieBaton Rouge, LA TreasurerJim Schneider, CPA, CIAThe Personnel Consulting GroupNew Orleans, LA At-Large Members (2 year terms) Samantha Falgout, CPA, MBANicholls State UniversityThibodaux, LA At-Large Member (1 year term) Jessica Cormier, CPABPMBaton Rouge, LA These positions not requiring a member vote: As current Chair-Elect, Anthony Rutledge, CPA, MBA will accede to Chair. Bridget Kaigler, CPA, CGMA will serve as Immediate Past Chair. The following members will return for the second year of their two-year terms: Nene Gianfala, CPA/ABV, ASA-BV/IA Chaffe & Associates, IncNew Orleans, LA Nicolette Releford, CPAIntuitBastrop, LA Brett Summerville, CPAHannis T. Bourgeois, LLPNew Orleans, LA Dr. Laura Wiley, CPALSU Department of AccountingBaton Rouge, LA * Only LCPA members in good standing are eligible to vote. Candidate and Student Affiliates are welcome to attend but are not eligible to vote in the election.
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Lunch & Learn In-Person: Louisiana Tax Legislative Update, Tax Reform and More
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Metairie
2.00 Credits
A perennial favorite, Bob Angelico, gives you the annual recap you've been waiting for. Louisiana has experienced a significant amount of state and local tax reform over the past several months, and the 2025 fiscal session of the legislature may prove to likewise involve additional state tax reform. This presentation will cover that tax reform as well as further explanation and analysis of the 2024 tax reform, in all areas of Louisiana taxation, income and franchise tax, sales and use tax, ad valorem property tax, credits and incentives, and severance and excise taxes. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. Qualifies for 1.67 CLE credits. NOTE: This product is for the individual In-Person Lunch & Learn course at the LCPA Member Center. 2025 Lunch&Learn Small Business Series includes: May 20 Cybersecurity: Managing Evolving ThreatsLes Nettleton • IT ConsultantCategory: Technology • 2 CPE creditsJune 17 SECURE 2.0: Impacts to Retirement Savings Plans Anne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management Services • Alexandria, LACategory: Taxation • 2 CPE credits/1.67 CLE creditsJuly 22 Hot Topics in HR Shaping the Workforce in 2025Mag Bickford, JD • Managing Member, New Orleans OfficeMcGlinchey Stafford • New Orleans, LACategory: Management• 2 CPE credits/1.67 CLE credits August 19 Louisiana Tax Legislative Update, Tax Reform and MoreRobert S. Angelico, CPA, JD • ShareholderLiskow • New Orleans, LA Category: Taxation • 2 CPE credits/1.67 CLE creditsSeptember 16 Fraud in the Real World: Assessing Risk & Response Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • FounderRAL Forensics, LLC • Metairie, LACategory: A&A • 2 CPE credits/1.67 CLE creditsOctober 21 Succession Planning: Strategies for Business Continuity & GrowthNene Glenn Gianfala, CPA/ABV, ASA-BV/IARiley J. Busenlener, CPA/ABV, ASA, AEP®, JDChaffe & Associates • New Orleans, LACategory: Management • 2 CPE credits/1.67 CLE creditsNovember 18 Federal Tax Update Greg Booth, CPA • PartnerEisnerAmper • Metairie, LACategory: Taxation • 2 CPE credits/1.67 CLE creditsDecember 16 Year-End Economic Outlook: Cheers or Jeers? Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney • New Orleans, LA Category: Specialized Knowledge
Lunch & Learn In-Person: Fraud in the Real World: Assessing Risk and Response
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Metairie
2.00 Credits
Experienced in forensic litigation and investigative services, Ralph Litolff provides a look into common fraud schemes, common indicators of fraud, initial response strategies, and the legal and ethical considerations of addressing suspected fraud. Additionally, Ralph draws from his decades of sometimes hard-to-believe-but-true cases to help bring to light fraud prevention strategies as well as how to plan and conduct a fraud investigation. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. Qualifies for 1.67 CLE credits. NOTE: This product is for the individual In-Person Lunch & Learn course at the LCPA Member Center. 2025 Lunch&Learn Small Business Series includes: May 20 Cybersecurity: Managing Evolving ThreatsLes Nettleton • IT ConsultantCategory: Technology • 2 CPE creditsJune 17 SECURE 2.0: Impacts to Retirement Savings Plans Anne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management Services • Alexandria, LACategory: Taxation • 2 CPE credits/1.67 CLE creditsJuly 22 Hot Topics in HR Shaping the Workforce in 2025Mag Bickford, JD • Managing Member, New Orleans OfficeMcGlinchey Stafford • New Orleans, LACategory: Management• 2 CPE credits/1.67 CLE credits August 19 Louisiana Tax Legislative Update, Tax Reform and MoreRobert S. Angelico, CPA, JD • ShareholderLiskow • New Orleans, LA Category: Taxation • 2 CPE credits/1.67 CLE creditsSeptember 16 Fraud in the Real World: Assessing Risk & Response Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • FounderRAL Forensics, LLC • Metairie, LACategory: A&A • 2 CPE credits/1.67 CLE creditsOctober 21 Succession Planning: Strategies for Business Continuity & GrowthNene Glenn Gianfala, CPA/ABV, ASA-BV/IARiley J. Busenlener, CPA/ABV, ASA, AEP®, JDChaffe & Associates • New Orleans, LACategory: Management • 2 CPE credits/1.67 CLE creditsNovember 18 Federal Tax Update Greg Booth, CPA • PartnerEisnerAmper • Metairie, LACategory: Taxation • 2 CPE credits/1.67 CLE creditsDecember 16 Year-End Economic Outlook: Cheers or Jeers? Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney • New Orleans, LA Category: Specialized Knowledge
Guide to the AICPA Quality Management Standards
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Metairie
2.00 Credits
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With only a few months to go before the AICPA's Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, SAS 146, and SSAE 23 are required to be implemented, this course can help you meet the deadline. It focuses not simply on theory but on HOW to perform the steps involved. The Quality Management Suite of Standards must be implemented by December 15, 2025. The standards modernize the firm's approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control). The results of the firm's risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards. We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.
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Best Practices in Not-for-Profit Accounting and Reporting (BPN4)
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Metairie
4.00 Credits
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Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.
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Government and Nonprofit Frauds and Controls to Stop Them (FCS4)
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Metairie
4.00 Credits
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George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In this course, we will look back at real-world government and nonprofit frauds and derive useful controls to stop them. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of fraud and anti-fraud controls to both auditors and industry professionals.
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Latest Developments in Nonprofit Accounting and Auditing (NPAA)
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Metairie
8.00 Credits
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This is another year of significant change in the world of nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort with this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in nonprofit accounting and auditing.