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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.
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2026 Business & Industry Conference - WEBCAST - 1ST DAY ONLY
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Online/Webcast
8.00 Credits
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Join us for the 2026 Business & Industry Conference, August 13–14 as part of Ledgers & Legends Week. This year’s program is designed for professionals navigating a business environment defined by rapid change, where technology, markets, and workforce expectations continue to evolve at an unprecedented pace.Over two days, attendees will gain fresh perspective, practical insights, and forward-looking strategies to help turn uncertainty into opportunity and stay ahead in a shifting landscape. This is a space to step away from the day-to-day, engage with meaningful ideas, and return with renewed clarity and direction. AGENDA Thursday, August 13 8:00 – 8:30 am Registration & Continental Breakfast 8:30 – 9:45 am Meeting the Challenge: Investment Strategy in an Era of Disruption Lawrence Hatheway, PHD • Franklin Templeton • Redding, CT Global markets are being disrupted—by geopolitical fragmentation, economic dislocation, and technology. In his presentation, Larry Hatheway explores what this means for capital markets and investment strategy. Larry will discuss the impacts of disruption on macroeconomics & markets—on growth, productivity, inflation, profitability, and risk premia—as well as how investors must re-think portfolio management in a world in flux. 9:45 – 10:05 am Break 10:05 – 11:05 am Safeguarding the Future: Applying Security to AI Les Nettleton • Retired - Bourgeois Bennett, LLC • Metairie, LA This session will explore the critical importance of security in artificial intelligence systems. We will cover potential risks, including data breaches, adversarial attacks, and ethical concerns.? We will also look at bias, manipulation, and explainability, all while highlighting best practices. 11:05 am – 12:00 pm How to Attract and Retain Talent Adrian Owne Jones, CFRE • Success Labs • Baton Rouge, LA 12:00 – 1:00 pm Lunch 1:00 – 1:50 pm What Got You Here Won't Get You There: Communication Skills for the Next Stage of Your Accounting Career Jenn Braud Lambert, CPA • Believe Grow Glow • Baton Rouge, LA The technical skills that earn you a CPA license are not the same skills that get you to the next level — and the data backs it up: communication consistently ranks as the profession's #1 competency, yet it remains the most common reason qualified candidates fall short of advancement. In this session, Jenn draws on her own journey from individual contributor to leadership to explore practical communication tools that bridge the gap between technically excellent and genuinely effective, giving attendees a concrete, immediately applicable system for understanding the people around them, adapting their communication style, and becoming more effective leaders, colleagues, and advisors. 1:50 – 2:40 pm Tax Update: What Business Leaders and Their Advisors Need to Know Now Greg Booth, CPA • EisnerAmper • Metairie, LA This session delivers a practical overview of the latest federal and state & local tax developments affecting businesses today. We'll also take a deep dive into tariff refund opportunities — including how to identify eligibility and steps to pursue recovery. 2:40 – 3:00 pm Break 3:00 – 3:50 pm Coaching and Mentoring in Todays Environment Lauren Navarre, JD • Arena • Slidell, LA Effective leadership hinges on understanding people, building systems, and communicating with clarity. This presentation explores how leveraging behavioral assessments to unlock individual strengths, implementing scalable operating systems to drive consistent execution, and thoughtfully articulating a vision can transform a team's performance and culture. Attendees will walk away with actionable strategies to coach and mentor with greater intent and sustainable results. 3:50 – 4:50 pm Recent Changes in Louisiana Estate Planning and Successions Law Jeremy Call, JD • • Covington, LA The presentation will provide a review of recent legislative and judicial developments involving Louisiana estate planning and succession, with a?focus on changes to the requirements for the validity of estate planning documents, namely wills and power of attorneys, as well as general changes within the succession laws of Louisiana. The presentation will also focus on practical guidance for identifying planning opportunities and coordination with CPAs, financial advisors, and estate planning lawyers, and will provide helpful ideas to avoid common succession pitfalls. The 2026 Business & Industry Conference is part of our 2nd Annual Ledgers and Legends Week, a week dedicated to connection, learning, and celebration across Louisiana’s accounting and finance community at the Ritz-Carlton in New Orleans. Join us for one or multiple events during this full week of learning, connection, and celebration across the profession. Women's Conference (Wednesday, August 12) Ethics for Business & Industry (Wednesday, August 12) Ledgers and Legends Ball (Saturday, August 15) Ethics for Public Practice (Sunday, August 16) Louisiana/Governmental Accounting & Auditing Conference (Monday, August 17 and Tuesday, August 18) Forensic, Litigation, and Valuation Services Conference (Monday, August 17 and Tuesday, August 18)
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2026 Business & Industry Conference - WEBCAST - BOTH DAYS
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Online/Webcast
16.00 Credits
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Join us for the 2026 Business & Industry Conference, August 13–14 as part of Ledgers & Legends Week. This year’s program is designed for professionals navigating a business environment defined by rapid change, where technology, markets, and workforce expectations continue to evolve at an unprecedented pace.Over two days, attendees will gain fresh perspective, practical insights, and forward-looking strategies to help turn uncertainty into opportunity and stay ahead in a shifting landscape. This is a space to step away from the day-to-day, engage with meaningful ideas, and return with renewed clarity and direction. AGENDA Thursday, August 13 8:00 – 8:30 am Registration & Continental Breakfast 8:30 – 9:45 am Meeting the Challenge: Investment Strategy in an Era of Disruption Lawrence Hatheway, PHD • Franklin Templeton • Redding, CT Global markets are being disrupted—by geopolitical fragmentation, economic dislocation, and technology. In his presentation, Larry Hatheway explores what this means for capital markets and investment strategy. Larry will discuss the impacts of disruption on macroeconomics & markets—on growth, productivity, inflation, profitability, and risk premia—as well as how investors must re-think portfolio management in a world in flux. 9:45 – 10:05 am Break 10:05 – 11:05 am Safeguarding the Future: Applying Security to AI Les Nettleton • Retired - Bourgeois Bennett, LLC • Metairie, LA This session will explore the critical importance of security in artificial intelligence systems. We will cover potential risks, including data breaches, adversarial attacks, and ethical concerns.? We will also look at bias, manipulation, and explainability, all while highlighting best practices. 11:05 am – 12:00 pm How to Attract and Retain Talent Adrian Owne Jones, CFRE • Success Labs • Baton Rouge, LA 12:00 – 1:00 pm Lunch 1:00 – 1:50 pm What Got You Here Won't Get You There: Communication Skills for the Next Stage of Your Accounting Career Jenn Braud Lambert, CPA • Believe Grow Glow • Baton Rouge, LA The technical skills that earn you a CPA license are not the same skills that get you to the next level — and the data backs it up: communication consistently ranks as the profession's #1 competency, yet it remains the most common reason qualified candidates fall short of advancement. In this session, Jenn draws on her own journey from individual contributor to leadership to explore practical communication tools that bridge the gap between technically excellent and genuinely effective, giving attendees a concrete, immediately applicable system for understanding the people around them, adapting their communication style, and becoming more effective leaders, colleagues, and advisors. 1:50 – 2:40 pm Tax Update: What Business Leaders and Their Advisors Need to Know Now Greg Booth, CPA • EisnerAmper • Metairie, LA This session delivers a practical overview of the latest federal and state & local tax developments affecting businesses today. We'll also take a deep dive into tariff refund opportunities — including how to identify eligibility and steps to pursue recovery. 2:40 – 3:00 pm Break 3:00 – 3:50 pm Coaching and Mentoring in Todays Environment Lauren Navarre, JD • Arena • Slidell, LA Effective leadership hinges on understanding people, building systems, and communicating with clarity. This presentation explores how leveraging behavioral assessments to unlock individual strengths, implementing scalable operating systems to drive consistent execution, and thoughtfully articulating a vision can transform a team's performance and culture. Attendees will walk away with actionable strategies to coach and mentor with greater intent and sustainable results. 3:50 – 4:50 pm Recent Changes in Louisiana Estate Planning and Successions Law Jeremy Call, JD • • Covington, LA The presentation will provide a review of recent legislative and judicial developments involving Louisiana estate planning and succession, with a?focus on changes to the requirements for the validity of estate planning documents, namely wills and power of attorneys, as well as general changes within the succession laws of Louisiana. The presentation will also focus on practical guidance for identifying planning opportunities and coordination with CPAs, financial advisors, and estate planning lawyers, and will provide helpful ideas to avoid common succession pitfalls. Friday, August 14 8:00 – 9:20 am Professional Issues Update Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Society of Louisiana CPAs • Metairie, LA 9:20 – 9:40 am Break 9:40 - 11:00 amToday’s Cyber Landscape: Risks, Realities, and the CPA’s RoleAllison Ward, CPA, CISA, CISSP, CISM • CRI Advisors, LLC • Baton Rouge, LA Cybersecurity risks continue to evolve, requiring organizations to stay alert as both new threats and long standing vulnerabilities persist. In this session, we’ll examine the current state of the cyber landscape and what it means for today’s organizations. Through practical examples and common risk scenarios, we’ll highlight why these issues matter and where professionals play a role in reducing exposure. Attendees will gain insight into practical steps that can strengthen awareness, improve resilience, and help reduce overall organizational risk. 11:05 am – 12:15 pm AI-Powered Spreadsheets: The CPA's New Competitive Edge Trace Armstrong • Cherry Bekaert Advisory LLC • Birmingham, AL The spreadsheet isn't going away — it's getting smarter. This session explores how AI is transforming the way CPAs interact with Excel and other tools, from natural language formulas and automated data analysis to AI-assisted modeling and anomaly detection. We'll demonstrate real-world applications tailored to business and industry professionals, address common concerns around accuracy and reliability, and help you evaluate which AI tools deserve a place in your workflow. Whether you're just getting started or looking to go deeper, you'll leave with a clear roadmap for integrating AI into your day-to-day spreadsheet work. 12:15 – 1:15 pm Lunch 1:15 – 2:30 pm Headwinds 2026: What Inhibits Carrier Ability to Control Healthcare Costs Michael Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LA In 2026 there are a very specific set of inhibitors throwing sand in the gears of slowing down rising healthcare costs.? Some of these have been evolving slowly over time, While others are brand new and their impact is just starting to be understood. In order to provide meaningful employer benefits in this environment, Managers must Understand these cost drivers and what they can reasonable achieve in moderating them. 2:30 – 2:50 pm Break 2:50 – 4:20 pm Gazing into the Crystal Ball: looking Ahead to 2027-28 Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA What will be driving employment across different sections of the State in 2027-28? What role will data centers play, especially in the region above I10? What will the war's impact be on the oil, LNG, and chemical sectors of the economy? Has AI begun to have an impact on employment trends? The 2026 Business & Industry Conference is part of our 2nd Annual Ledgers and Legends Week, a week dedicated to connection, learning, and celebration across Louisiana’s accounting and finance community at the Ritz-Carlton in New Orleans. Join us for one or multiple events during this full week of learning, connection, and celebration across the profession. Women's Conference (Wednesday, August 12) Ethics for Business & Industry (Wednesday, August 12) Ledgers and Legends Ball (Saturday, August 15) Ethics for Public Practice (Sunday, August 16) Louisiana/Governmental Accounting & Auditing Conference (Monday, August 17 and Tuesday, August 18) Forensic, Litigation, and Valuation Services Conference (Monday, August 17 and Tuesday, August 18)
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2026 Business & Industry Conference - WEBCAST - 2ND DAY ONLY
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Online/Webcast
8.00 Credits
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Join us for the 2026 Business & Industry Conference, August 13–14 as part of Ledgers & Legends Week. This year’s program is designed for professionals navigating a business environment defined by rapid change, where technology, markets, and workforce expectations continue to evolve at an unprecedented pace.Over two days, attendees will gain fresh perspective, practical insights, and forward-looking strategies to help turn uncertainty into opportunity and stay ahead in a shifting landscape. This is a space to step away from the day-to-day, engage with meaningful ideas, and return with renewed clarity and direction. AGENDA Friday, August 14 7:30 – 8:00 am Registration 8:00 – 9:20 am Professional Issues Update Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Society of Louisiana CPAs • Metairie, LA 9:20 – 9:40 am Break 9:40 - 11:00 amToday’s Cyber Landscape: Risks, Realities, and the CPA’s RoleAllison Ward, CPA, CISA, CISSP, CISM • CRI Advisors, LLC • Baton Rouge, LA Cybersecurity risks continue to evolve, requiring organizations to stay alert as both new threats and long standing vulnerabilities persist. In this session, we’ll examine the current state of the cyber landscape and what it means for today’s organizations. Through practical examples and common risk scenarios, we’ll highlight why these issues matter and where professionals play a role in reducing exposure. Attendees will gain insight into practical steps that can strengthen awareness, improve resilience, and help reduce overall organizational risk. 11:05 am – 12:15 pm AI-Powered Spreadsheets: The CPA's New Competitive Edge Trace Armstrong • Cherry Bekaert Advisory LLC • Birmingham, AL The spreadsheet isn't going away — it's getting smarter. This session explores how AI is transforming the way CPAs interact with Excel and other tools, from natural language formulas and automated data analysis to AI-assisted modeling and anomaly detection. We'll demonstrate real-world applications tailored to business and industry professionals, address common concerns around accuracy and reliability, and help you evaluate which AI tools deserve a place in your workflow. Whether you're just getting started or looking to go deeper, you'll leave with a clear roadmap for integrating AI into your day-to-day spreadsheet work. 12:15 – 1:15 pm Lunch 1:15 – 2:30 pm Headwinds 2026: What Inhibits Carrier Ability to Control Healthcare Costs Michael Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LA In 2026 there are a very specific set of inhibitors throwing sand in the gears of slowing down rising healthcare costs.? Some of these have been evolving slowly over time, While others are brand new and their impact is just starting to be understood. In order to provide meaningful employer benefits in this environment, Managers must Understand these cost drivers and what they can reasonable achieve in moderating them. 2:30 – 2:50 pm Break 2:50 – 4:20 pm Gazing into the Crystal Ball: looking Ahead to 2027-28 Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA What will be driving employment across different sections of the State in 2027-28? What role will data centers play, especially in the region above I10? What will the war's impact be on the oil, LNG, and chemical sectors of the economy? Has AI begun to have an impact on employment trends? The 2026 Business & Industry Conference is part of our 2nd Annual Ledgers and Legends Week, a week dedicated to connection, learning, and celebration across Louisiana’s accounting and finance community at the Ritz-Carlton in New Orleans. Join us for one or multiple events during this full week of learning, connection, and celebration across the profession. Women's Conference (Wednesday, August 12) Ethics for Business & Industry (Wednesday, August 12) Ledgers and Legends Ball (Saturday, August 15) Ethics for Public Practice (Sunday, August 16) Louisiana/Governmental Accounting & Auditing Conference (Monday, August 17 and Tuesday, August 18) Forensic, Litigation, and Valuation Services Conference (Monday, August 17 and Tuesday, August 18)
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2026 Forensic, Litigation & Valuation Services Conference - WEBCAST - 1ST DAY ONLY
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Online/Webcast
8.00 Credits
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Join us for the Forensic, Litigation & Business Valuation Workshop, part of the 2nd Annual Ledgers & Legends Week, and gain practical insights into today's most pressing issues in business valuation, forensic accounting, litigation support, and financial investigations. Learn from experienced practitioners, explore emerging trends, and strengthen your ability to navigate complex challenges with confidence and clarity. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16. Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. AGENDA Monday, August 17 8:00 – 8:25 am Registration & Continental Breakfast 8:25 am Opening Remarks 8:30 – 9:20 am Hot Topics in Valuation and Litigation Services Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA 9:20 – 10:35 am Overview of AI-Related Valuation Consideration Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ This course examines valuation considerations for companies that develop or rely on artificial intelligence technologies. Participants will explore how AI affects key valuation inputs, including intangible assets, revenue sustainability, discount rates, and company-specific risk. The program also reviews the use of AI tools in valuation analysis, including comparable company searches and predictive analytics, while addressing regulatory and ethical issues that may affect defensibility of valuation conclusions. 10:35 – 10:55 am Break/Visit Exhibitors 10:55 am – 12:10 pm Intersection of M&A and Valuation: A Practical Approach Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session explores how merger and acquisition concepts can inform business valuation, from enterprise value to net working capital and debt-like items. Attendees will gain practical guidance on how valuation principles apply to dealmaking and how dealmaking realities can apply to valuation. 12:10 – 1:10 pm Lunch/Visit Exhibitors 1:10 – 2:00 pm The Fraud Landscape Det. Michael Shard, CFCI, CCCI, CCCE • St. John Parish Sheriff's Office • Laplace, LA This session examines the evolving fraud landscape facing CPAs engaged in forensic litigation support, valuations, and providing expert testimony in all courts of law. This session explores how the dynamic use of artificial intelligence (AI) has reshaped both fraud detection and criminal implementation. AI has been deployed to offer advanced analytics and to automate certain tasks, while keeping the “human in the loop”. AI has also advanced to allow cyber threat actors to enhance their tradecraft by manipulating/falsifying financial records, creating synthetic identities, and the creation of remote employees who are actually deepfakes. These modern threat models still do not preclude the traditional crimes and/or fraud schemes that include contractors, trusted employees, partners with privileged access, and insider threats. Being able to understand these fraud typologies, critical risk vectors, and ways to help work with stakeholders you serve will enhance audit strategies and streamline forensic valuation and litigation. 2:00 – 2:50 pm Effective Expert Testimony for Jury Trials Sean McLaughlin, JD • Kean Miller • New Orleans, LA 2:50-3:10 pm Break/Visit Exhibitors 3:10 - 4:00 pm From Clause to Courtroom: Understanding Core Business and Employment Contracts in Damages and Disputes Linda Perez Clark, JD • Kean Miller • Baton Rouge, LAAndrew Mahtook, JD • Kean Miller • New Orleans, LADerek Brondum, JD • Kean Miller • Lafayette, LA 4:00 – 4:50 Expert Witness Pitfalls: A Panel Discussion Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA Bert Verdigets, CPA, CGMA, MBA, CFE, CFF • Bert F. Verdigets • Kenner, LA This live panel discussion will explore practical issues and emerging considerations relevant to virtual education, professional practice, and student-centered implementation. Panelists will share real-world experiences, lessons learned, and strategies that support effective decision-making in dynamic learning environments for Experts in a litigation matter. Through interactive discussion and audience engagement, participants will gain practical insights they can consider applying within their own educational, administrative, or professional roles.
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2026 Forensic, Litigation & Valuation Services Conference - WEBCAST BOTH DAYS -
-
Online/Webcast
16.00 Credits
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Join us for the Forensic, Litigation & Business Valuation Workshop, part of the 2nd Annual Ledgers & Legends Week, and gain practical insights into today's most pressing issues in business valuation, forensic accounting, litigation support, and financial investigations. Learn from experienced practitioners, explore emerging trends, and strengthen your ability to navigate complex challenges with confidence and clarity. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16. Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. AGENDA Monday, August 17 8:00 – 8:25 am Registration & Continental Breakfast 8:25 am Opening Remarks 8:30 – 9:20 am Hot Topics in Valuation and Litigation Services Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA 9:20 – 10:35 am Overview of AI-Related Valuation Consideration Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ This course examines valuation considerations for companies that develop or rely on artificial intelligence technologies. Participants will explore how AI affects key valuation inputs, including intangible assets, revenue sustainability, discount rates, and company-specific risk. The program also reviews the use of AI tools in valuation analysis, including comparable company searches and predictive analytics, while addressing regulatory and ethical issues that may affect defensibility of valuation conclusions. 10:35 – 10:55 am Break/Visit Exhibitors 10:55 am – 12:10 pm Intersection of M&A and Valuation: A Practical Approach Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session explores how merger and acquisition concepts can inform business valuation, from enterprise value to net working capital and debt-like items. Attendees will gain practical guidance on how valuation principles apply to dealmaking and how dealmaking realities can apply to valuation. 12:10 – 1:10 pm Lunch/Visit Exhibitors 1:10 – 2:00 pm The Fraud Landscape Det. Michael Shard, CFCI, CCCI, CCCE • St. John Parish Sheriff's Office • Laplace, LA This session examines the evolving fraud landscape facing CPAs engaged in forensic litigation support, valuations, and providing expert testimony in all courts of law. This session explores how the dynamic use of artificial intelligence (AI) has reshaped both fraud detection and criminal implementation. AI has been deployed to offer advanced analytics and to automate certain tasks, while keeping the “human in the loop”. AI has also advanced to allow cyber threat actors to enhance their tradecraft by manipulating/falsifying financial records, creating synthetic identities, and the creation of remote employees who are actually deepfakes. These modern threat models still do not preclude the traditional crimes and/or fraud schemes that include contractors, trusted employees, partners with privileged access, and insider threats. Being able to understand these fraud typologies, critical risk vectors, and ways to help work with stakeholders you serve will enhance audit strategies and streamline forensic valuation and litigation. 2:00 – 2:50 pm Effective Expert Testimony for Jury Trials Sean McLaughlin, JD • Kean Miller • New Orleans, LA 2:50-3:10 pm Break/Visit Exhibitors 3:10 - 4:00 pm From Clause to Courtroom: Understanding Core Business and Employment Contracts in Damages and Disputes Linda Perez Clark, JD • Kean Miller • Baton Rouge, LAAndrew Mahtook, JD • Kean Miller • New Orleans, LADerek Brondum, JD • Kean Miller • Lafayette, LA 4:00 – 4:50 Expert Witness Pitfalls: A Panel Discussion Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA Bert Verdigets, CPA, CGMA, MBA, CFE, CFF • Bert F. Verdigets • Kenner, LA This live panel discussion will explore practical issues and emerging considerations relevant to virtual education, professional practice, and student-centered implementation. Panelists will share real-world experiences, lessons learned, and strategies that support effective decision-making in dynamic learning environments for Experts in a litigation matter. Through interactive discussion and audience engagement, participants will gain practical insights they can consider applying within their own educational, administrative, or professional roles. Tuesday, August 18 7:30 – 7:55 am Registration & Continental Breakfast 7:55 Opening Remarks 8:00 – 8:50 am The Special Master Setting: Rules, Procedures and Financial Experts Frank Tranchina, JD • Tranchina Law Firm • Covington, LA 8:50 – 9:40 am Marketing 101: Building Your FLVS Book of Business Jim Koerber, CPA, ABV, CFF • EisnerAmper • Hattiesburg, MS Often CPAs and other professionals spend a lot of time and money obtaining business valuation and forensic accounting credentials but become discouraged when opportunities for those services are not obtained.? This presentation will assist those who provide forensic, valuation, and litigation services with ideas, recommendations, and suggestions to grow and expand their book of business. 9:40 am – 10:00 am Break/Visit Exhibitors 10:00 – 11:15 am Trust, but Verify: Prompting AI Without Getting Burned Charles Renwick, CPA, CFA • CMR Associates • Covington, LA Large language models can draft forensic memos, summarize depositions, and build timelines in seconds — but like a bad witness, they're confidently wrong and never say "I don't know." This hands-on session gives you a simple framework for writing prompts that get reliable, defensible results, plus the verification and confidentiality guardrails that keep AI from becoming a liability. 11:15 am – 12:05 pm Discounts for Lack of Marketability Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session examines the theory and application of discounts for lack of marketability (DLOM) in business valuation, including the empirical studies and quantitative models most commonly used to support them. Attendees will gain practical guidance on selecting appropriate methodologies, documenting their conclusions, and defending DLOM positions under scrutiny from reviewers, regulators, and the courts. 12:05 – 1:05 pm Lunch/Visit Exhibitors 1:05 – 2:05 pm Economic Update Spkr TBA • Hancock Whitney • New Orleans, LA 2:05 – 3:05 pm Rules of Evidence: What Trial Attorneys Wish CPAs Knew Ryan Luminais, JD • Sher Garner Cahill Richter Klein & Hilbert, L.L.C. • New Orleans, LA 3:05 – 3:25 pm Break/Visit Exhibitors 3:25 – 4:20 pm Economic Damages in Trade Secret Litigation: Lessons from Recent Court Decisions Jessica LeBlanc, CPA, MBA, CFF • Jessica D. LeBlanc, CPA, LLC • New Orleans, LA Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA
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2026 Forensic, Litigation & Valuation Services Conference - WEBCAST - 2ND DAY ONLY
-
Online/Webcast
8.00 Credits
See more dates
Join us for the Forensic, Litigation & Business Valuation Workshop, part of the 2nd Annual Ledgers & Legends Week, and gain practical insights into today's most pressing issues in business valuation, forensic accounting, litigation support, and financial investigations. Learn from experienced practitioners, explore emerging trends, and strengthen your ability to navigate complex challenges with confidence and clarity. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16. Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. AGENDA Tuesday, August 18 7:30 – 7:55 am Registration & Continental Breakfast 7:55 Opening Remarks 8:00 – 8:50 am The Special Master Setting: Rules, Procedures and Financial Experts Frank Tranchina, JD • Tranchina Law Firm • Covington, LA 8:50 – 9:40 am Marketing 101: Building Your FLVS Book of Business Jim Koerber, CPA, ABV, CFF • EisnerAmper • Hattiesburg, MS Often CPAs and other professionals spend a lot of time and money obtaining business valuation and forensic accounting credentials but become discouraged when opportunities for those services are not obtained.? This presentation will assist those who provide forensic, valuation, and litigation services with ideas, recommendations, and suggestions to grow and expand their book of business. 9:40 am – 10:00 am Break/Visit Exhibitors 10:00 – 11:15 am Trust, but Verify: Prompting AI Without Getting Burned Charles Renwick, CPA, CFA • CMR Associates • Covington, LA Large language models can draft forensic memos, summarize depositions, and build timelines in seconds — but like a bad witness, they're confidently wrong and never say "I don't know." This hands-on session gives you a simple framework for writing prompts that get reliable, defensible results, plus the verification and confidentiality guardrails that keep AI from becoming a liability. 11:15 am – 12:05 pm Discounts for Lack of Marketability Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session examines the theory and application of discounts for lack of marketability (DLOM) in business valuation, including the empirical studies and quantitative models most commonly used to support them. Attendees will gain practical guidance on selecting appropriate methodologies, documenting their conclusions, and defending DLOM positions under scrutiny from reviewers, regulators, and the courts. 12:05 – 1:05 pm Lunch/Visit Exhibitors 1:05 – 2:05 pm Economic Update Spkr TBA • Hancock Whitney • New Orleans, LA 2:05 – 3:05 pm Rules of Evidence: What Trial Attorneys Wish CPAs Knew Ryan Luminais, JD • Sher Garner Cahill Richter Klein & Hilbert, L.L.C. • New Orleans, LA 3:05 – 3:25 pm Break/Visit Exhibitors 3:25 – 4:20 pm Economic Damages in Trade Secret Litigation: Lessons from Recent Court Decisions Jessica LeBlanc, CPA, MBA, CFF • Jessica D. LeBlanc, CPA, LLC • New Orleans, LA Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA
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