CPE Catalog & Events

Anne Oestriecher is back with an update to SECURE 2.0....it's been out for a while, but there are new regulations that could impact your or your clients' or company's retirement plans. Get the latest info and tips on how to best structure your plans to maximize your retirement and to take advantage of the tax credits available to small businesses. Benefit from Anne's real-world examples that help put concepts into perspective.  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

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.

**Gulf Lodge hotel rooms are sold out but we have a cottages at the Lodge available and a discounted room block available at the Hilton Garden Inn! Open to all CPAs, featuring a diverse range of hot topics to keep you informed and ahead in the field.All CPAs are invited to join the Alabama, Arkansas, Louisiana, Kentucky, and Texas CPA Societies for the Summer Education Conference in Gulf Shores, AL. Pack up the family and enjoy 4 hours of CPE each morning, with the rest of the day free to relax on the beach, kayak, or explore local attractions. It’s the perfect blend of vacation and professional growth, offering a unique chance to network with CPAs from across the SEC! AGENDA: Sunday, July 20 4:00 pm   Registration/The Lodge Check In 5:00 - 6:00 pm  Optional CPE Bonus Session Sponsored by ZOHO K2's Technology Update Thomas G. Stephens, Jr., CPA, CGMA, CITP • Shareholder, K2 Enterprises • Woodstock, GATechnology – an indispensable asset – continues to amaze and mature. However, keeping up with advances in Artificial Intgelligence, collaboration tools, new features in common tools such as Excel, and the expansion of business intelligence platforms can seem like a full time job! In this session, you will learn about these and other technologies that can help you and your team reach levels of productivity you may have never dreamed possible. We look forward to showing you how you can take full advantage of all your technology portfolio provides. 6:00 - 7:30 pm   SEC Networking Reception Tailgate Show your school spirit by wearing your team colors and join us for a lively tailgate reception to kick off the conference! Network with fellow state societies, enjoy delicious food, and connect before the sessions begin. The reception is complimentary for registrants, with adult guests at $25 and children at $10. Please remember to rsvp and pre-pay for any reception guests before arriving in Gulf Shores to secure your spot. Monday, July 21 8:00 - 11:40 amTax UpdateLisa McKinney, CPA • University of Alabama, Culverhouse School of Accountancy • Tuscaloosa, ALThis workshop will cover recent legislative, administrative, and judicial developments that affect tax compliance and consulting. CPAs from all levels can benefit from the workshop.Tuesday, July 228:00 - 9:40 amQM StandardsRandy Milligan, CPA • Landmark CPAs • Little Rock, ARSherry Chesser, CPA • Landmark CPAs • Little Rock, AR 9:40 - 10:00 am Break & Visit Exhibitors 10:00 - 11:40 amNavigating an Uncertain & Volatile Economic EnvironmentJoe Crosby • CEO - MultiState Associates, Inc. •  Alexandria, VAA collision of policy choices and geopolitical rivalries has created the most uncertain and volatile economic environment in decades. Keeping in mind Yogi Berra's maxim - "It's hard to make predictions, especially about the future" - this session will help participants better understand the current state of the economy, the factors most likely to influence growth (or lack thereof) in the coming months, implications for state budgets and revenue, and potential tax policy responses if revenue shortfalls develop. Wednesday, July 238:00 - 9:40 amFire side chat with Barry Melancon and Participating State Society CEOsBarry Melancon, CPA, CGMA • Retired CEO of AICPAHighly audience interactive session on issues impacting the profession today and tomorrow with a taste of history and why some things are the way they are today.  9:40 -10:00 am Break & Visit Exhibitors10:00 – 11:40 amAI and CybersecurityJustin Headley •  Warren Averett •  Birmingham, ALThis session on AI and Cybersecurity will explore the disparities in understanding these critical areas and the challenges they present. We'll discuss why these issues arise and emphasize the importance of robust governance controls to safeguard both your CPA firm and your clients' businesses. Strengthening your knowledge in these domains is essential for maintaining trust and security in today's informational ecosystem.Thursday, July 24 8:00 - 11:40 amAccounting & Auditing UpdateKurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThis course will cover recently issued standards that relate to United States GAAP and performance of auditing through preparation engagements. You will learn how to account for crypto currency and hear about the top peer review issues. Join us to get the most up to date information from the AA world. Friday, July 258:00 - 9:40 amCurrent Fraud Trends from the FBI Perspective/The Randall Beane InvestigationParker Still • FBI • Mobile, ALSSA Parker Still will present on current fraud trends from the perspective of a white-collar FBI supervisor in the field. The trends discussion will focus on business e-mail compromise, international fraudsters, virtual currency as well as emerging trends such as synthetic identity fraud. The presentation will conclude with the Randall Beane case which takes the audience from the time a complaint is received by the FBI through trial. The Beane case highlights many of the trends that will be discussed by providing a real-world example. 9:40 -10:00 am Break & Visit Exhibitors10:00 – 11:40 amDeep WorkKenny Broom, CPA, CBP • MG Stover • Dallas, TXHow do you get the most out of your day and week? In this session, we will discuss the skills and strategies to become more productive and provide greater value to your place of work and those you serve.Learning Objectives:The goal of this session is to:•            Discuss what Deep Work is and why it is important•            Provide best practices for incorporating Deep Work into your daily routine; and•            Share best practices for eliminating distractions. Important Note: Starting June 30th, a $200 cancellation fee will apply due to commitments with the hotel, catering, and event planning. We appreciate your understanding.

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

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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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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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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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. Day 1 August 11 7:30-7:55 AM Registration, Welcome, & Breakfast   8:00-9:30 AM General Session 9:30-9:50 AM Break 9:50-10:50 AM Concurrent Sessions 10:55-11:55 AM Concurrent Sessions 11:55 AM -12:55 PM       Lunch  12:55-2:05 PM General Session 2:10-3:10 PM Concurrent Sessions 3:10-3:30 PM Break 3:30-4:30 PM General Session    

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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. Day 1 August 11 7:30-7:55 AM Registration, Welcome, & Breakfast   8:00-9:30 AM General Session 9:30-9:50 AM Break 9:50-10:50 AM Concurrent Sessions 10:55-11:55 AM Concurrent Sessions 11:55 AM -12:55 PM       Lunch  12:55-2:05 PM General Session 2:10-3:10 PM Concurrent Sessions 3:10-3:30 PM Break 3:30-4:30 PM General Session   Day 2 August 12 7:30-7:55 AM Registration, Welcome & Breakfast     8:00-9:30 AM General Session 9:30-9:50 AM Break 9:50-10:40 AM Concurrent Sessions 10:45-11:35 AM Concurrent Sessions 11:35 AM -12:35 PM       Lunch  12:35-2:15 PM General Session 2:15-2:35 PM Break 2:35-3:25 PM Concurrent Sessions 3:30-4:30 PM General Session

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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

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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

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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

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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.   Day 2 August 12 7:30-7:55 AM Registration, Welcome & Breakfast     8:00-9:30 AM General Session 9:30-9:50 AM Break 9:50-10:40 AM Concurrent Sessions 10:45-11:35 AM Concurrent Sessions 11:35 AM -12:35 PM       Lunch  12:35-2:15 PM General Session 2:15-2:35 PM Break 2:35-3:25 PM Concurrent Sessions 3:30-4:30 PM General Session

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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! Full agenda with sessions and speakers coming soon.

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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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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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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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

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