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.
Lunch & Learn In-Person: Succession Planning: Strategies for Business Continuity & Growth
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Metairie
2.00 Credits
Effective succession planning is critical for ensuring the long-term stability and growth of any business. This presentation will explore key strategies for identifying, developing, and transitioning leadership roles to maintain operational continuity and drive future success. Attendees will gain insights into best practices for succession planning, including exit options.The session will feature an estate planning case study that illustrates real-world challenges and solutions in succession planning, providing practical takeaways for business leaders. Whether you're planning for executive transitions, family business handovers, or leadership pipeline development, this presentation will equip you with the tools to plan a successful transition. 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
Preparations, Compilations and Reviews with Kurt Oestriecher
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Metairie
8.00 Credits
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The Accounting and Review Services Committee of the AICPA (ARSC) develops the SSARS. There are now three levels of engagements in the SSARS, Preparation, Compilation, and Review. The SSARS also now extend to engagements other than historical financial statements such as specified items, elements, and accounts, pro-forma financial information, and prospective financial information. If you perform any engagements under SSARS, this course is an absolute must. An in-depth discussion of all three levels of service will provide the necessary guidance to ensure that you are completing your engagements within standards.
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2025 Fall Cluster
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Shreveport
8.00 Credits
NEW LOCATION THIS YEAR: SHREVEPORT Get ready to dive into a dynamic Fall CPE Cluster, where we’ll tackle the hot topics in accounting and finance. From emerging regulations to tech trends, this is your chance to stay ahead of the curve and earn valuable CPE credits while keeping your skills sharp! 7:30am Registration & Continental Breakfast8:00-9:15Federal Tax Update – One Big Beautiful BillBryan Ehricht, CPA • James, Lambert, Riggs & Associates, Inc • Hammond, LA9:15-9:35 Break 9:35-10:25Driving M&A Success: Market Trends, Valuation, and Enhancing Deal Outcomes G.F. Gay Lebreton • Chaffe & Associates, Inc. • New Orleans, LA 10:25-11:15North Louisiana Economic Update Dr Timothy Magner • Greater Shreveport Chamber of Commerce • Shreveport, LA 11:15-12:15Recent Developments in Trusts and Estates Law with an Emphasis on Industry TrendsChris Holtzclaw, JD • Argent Trust Company • Ruston, LAJames 'Jim' Ferraro, JD • Argent Trust Company • Shreveport, LARecent developments in trusts and estates law are reshaping the way practitioners navigate both tax and fiduciary responsibilities. This session will highlight emerging litigation trends and key tax law updates that directly impact estate planning, administration, and dispute resolution. 12:15-1:15 Lunch 1:15-2:30 Accounting & Auditing UpdateAnne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA2:30-2:50 Break2:50- 4:20Misappropriation FraudJ. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc.• Monroe, LAA review of the types of misappropriation fraud and the controls that are designed to prevent or detect and correct it, as well as audit procedures that may indicate whether fraud is occurring.
The Single Audit from Beginning to End
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Metairie
8.00 Credits
This course covers the uniform administrative requirements, cost principles and audit requirements for federal awards for December 31, 2015 and later year ends: • Introduction • Applicable AICPA standards • Applicable OMB circular • Gathering information - determining the major programs • Identifying risk - identifying the applicable compliance requirements • Assessing risk - considering the controls over the compliance requirements • Designing procedures that are responsive to assessed risks - the tests of internal controls and compliance • Evaluating single audit evidence
2025 Governmental Accounting and Auditing Update
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Metairie
8.00 Credits
The Governmental Accounting and Auditing Update is designed to provide its participants with a comprehensive, in-depth review of what's happening at the GASB, AICPA, GAO and OMB, including GASB Statements and Interpretations, Statements on Auditing Standards, Auditing Interpretations, Audit Guides, Statements of Position, Ethics Interpretations, exposure drafts and projects in progress, with emphasis on the practical application and impact on practitioners in small to medium sized firms and members in government.
Texas & Louisiana Sales and Use Tax
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Metairie
8.00 Credits
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After completing this 8-hour course, you'll gain a working knowledge of the important provisions of Louisiana's & Texas' sales and use tax rules. Experienced instructors from each state will share their knowledge and experience about the application of the tax rules to businesses and the transactions they conduct in their states. Jimmy Martens and Gary Dressler will also cover recent changes in the sales tax law changes, including those enacted by the Texas and Louisiana legislatures. AGENDA 8:30 - 10:00 am • Texas Sales & Use Tax Overview: Taxable Goods and Services; Registration, Permit and Reporting; Local Sales & Use Tax; and Common Mistakes. • Multistate Tax Issues: Economic Nexus Rule; Flat Rate Rule; Marketplace Providers; and Multistate Allocation & Use Tax. • Taxable Services: Categories; Common Rules; Real & Personal Property Repairs; Data Processing; Information Services; Computer Consulting; Real Property Construction; and Oilfield Services Industry. 10:00 - 10:10 am Break 10:10 - 12:00 pm • Texas Sales & Use Tax Exemptions: Resale; Manufacturing; Agriculture Exemptions; Research Exemptions; and Gas & Electricity. • Business Transactions: Forming a Business; Occasional Sales; Liquidating a Business; Selling a Business; Leases & Rentals; and Operator Lease Issues. 12:00 - 12:30 pm - Box Lunch 12:30 - 2:00 pm • Louisiana Sales Tax Overview: Basic Concepts of Louisiana Sales Tax Nexus; Sales & Use Tax; Taxable Goods; Taxable Services; and Lease Tax & Leases. 2:00 - 2:10 pm Break 2:10 - 3:30 pm • Sales Tax Exclusions & Exemptions: Exclusions; Exemptions; and Suspension of Exemptions 3:30 - 4:00 pm • Selected Sales & Use Tax Issues: Uniform Local Sales Tax Code; Credit for Taxes Paid; and Managing Audits.
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Strategies for Maximizing Social Security Benefits
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Metairie
2.00 Credits
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As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual
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The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Metairie
8.00 Credits
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This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clientsand employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques,innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations,partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helpingpractitioners stay informed about relevant and significant topics that may impact their clients. Continually updated toreflect enacted legislation.
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The Best Individual Income Tax Update Course by Surgent
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Metairie
8.00 Credits
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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
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Preparations, Compilations and Reviews with Kurt Oestriecher
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Lafayette
8.00 Credits
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The Accounting and Review Services Committee of the AICPA (ARSC) develops the SSARS. There are now three levels of engagements in the SSARS, Preparation, Compilation, and Review. The SSARS also now extend to engagements other than historical financial statements such as specified items, elements, and accounts, pro-forma financial information, and prospective financial information. If you perform any engagements under SSARS, this course is an absolute must. An in-depth discussion of all three levels of service will provide the necessary guidance to ensure that you are completing your engagements within standards.
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Winning the Fraud Battle in the Digital Age: Prevention and Detection
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Alexandria
8.00 Credits
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The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud.
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Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Alexandria
8.00 Credits
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Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.
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Lunch & Learn In-Person: Federal Tax Update
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Metairie
2.00 Credits
Greg Booth will cover recent federal tax changes, including legislative developments and insights into potential changes for 2026. 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 credit 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
2025 Winter Cluster
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Biloxi
12.00 Credits
Get ready for another round of high-impact learning at the Winter Cluster, returning to the beautiful Beau Rivage Resort & Casino! This can't-miss event combines cutting-edge CPE with a premier destination, offering the perfect setting to sharpen your skills and recharge for the year ahead. Explore timely, relevant topics presented by some of the profession’s most respected and dynamic speakers. DAY ONE: THURSDAY, NOVEMBER 20 7:30am Registration/Continental Breakfast 8:00-9:40Single Audits - from Beginning to End J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LASingle audits are performed the same way financial audits are, only on different subject matter. This session will illustrate the single audit process and the single audit risk model, how they mirror the financial audit process. and the specific steps auditors should follow in performing single audits.9:40-10:00 Break10:00-11:40A&A Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA11:40am – 12:40pm Lunch (included)12:40pm – 2:20pmWorking the DocksSarah Delord, CIMA • Hancock Whitney • New Orleans, LAGovernment policy is reshaping the architecture of both the U.S. and global economies. From trade and taxation and from LNG and labor, the economic landscape continues to shift. In this presentation, we’ll examine the key themes driving these changes and explore what may lie ahead.2:20 – 2:40pm Break2:30 – 4:20pm Tech GumboLes Nettleton • Bourgeois Bennett, LLC (Retired) • Metairie, LA This session won't teach you to make a roux, but you will learn a variety of technology tips, techniques and trends. The session will include a Technology Update, covering what's new and what's out of date. It will also contain an update on Cybersecurity, detailing the new threats and how to recognize them. Finally we'll end with an AI Update, looking at some of the popular GPT products.DAY TWO: FRIDAY, NOVEMBER 217:30am Continental Breakfast8:00am – 8:50amSilver Linings & Strategic Gifting: Estate Planning in Times of UncertaintyNene Glenn Gianfala, CPA/ABV, CEIV, ASA-BV/IA • Chaffe & Associates • New Orleans, LAVanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LAPeriods of economic uncertainty can create unique and timely opportunities for estate planning. This session will explore how fluctuating and unpredictable market conditions can actually work in your favor when transferring wealth—particularly for closely held businesses. With historically high gift and estate tax exemptions still in place, now may be a strategic moment to make significant gifts with potentially 8:50-9:40Striving & Thriving in Work and LifeLauren Navarre, JD • Arena • Slidell, LA• Learn the Art of Time-Blocking;• Acquire Tools for Clarity & Productivity.9:40 – 10:00am Break 10:00 - 11:40 amThe Big Beautiful Bill: Winners, Losers, and What You Can DoGreg Booth, CPA • EisnerAmper • Metairie, LA
Time Management for Professionals
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Metairie
2.00 Credits
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The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
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Winning the Fraud Battle in the Digital Age: Prevention and Detection
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Metairie
8.00 Credits
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The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud.
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Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Metairie
4.00 Credits
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In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.
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Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Metairie
4.00 Credits
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All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the "financial hero" of your organization and make a positive impact on the bottom-line.
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The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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West Monroe
8.00 Credits
See more dates
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clientsand employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques,innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations,partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helpingpractitioners stay informed about relevant and significant topics that may impact their clients. Continually updated toreflect enacted legislation.
More Dates
The Best Individual Income Tax Update Course by Surgent
-
West Monroe
8.00 Credits
See more dates
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.