CPE Catalog & Events

We are still busy finalizing the amazing agenda for 2026.  Following a successful inaugural year, the combined Accounting & Auditing Conference for CPAs returns for its second year on August 17–18 at the Ritz-Carlton New Orleans as part of Ledgers & Legends Week.This unique event combines two premier conferences: Governmental Accounting & Auditing Conference Louisiana Accounting & Auditing Conference Bringing together more than 250 CPAs from across Louisiana, attendees can mix and match between the two specialized tracks, earn valuable CPE, and connect with professionals from across the state. It's two days of learning, networking, and insights designed to keep you ahead. 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. August 17, 2026 7:30am - 7:55am Registration/Continental Breakfast  7:55am - 8:00am Opening Remarks  8:00am - 9:30am Accounting & Auditing Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL Kurt Oestriecher will provide an update on recently issued Accounting Standards Updates by the FASB as well as insight on standards currently in development. The session will focus on standards that broad-based.Dean Mead will discuss the how to apply the GASB's standards on capital asset disclosures and recent implementation guidance, as well as provide an update on major ongoing GASB standards-setting activities.9:30am – 9:50am Break         Concurrent Sessions 9:50am - 10:40am Implementing GASB Statements 103 and 105 (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events.?Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.   Non-Profit Update (LAAC) Karine Makaryan, CPA • Mauldin & Jenkins • Metairie, LAPatricia Thibodeau, CPA • Mauldin & Jenkins • Baton Rouge, LA 10:40am – 10:45am  Change Break   Concurrent Sessions 10:45am - 11:35am Implementing GASB Statements 103 and 105 - CONTINUED (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events. Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.   Moving Your Write Up Practice from SSARS to Consulting Standards (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA The Accounting and Review Services Committee has issued SSARS 27 that will allow CPAs the option to by-pass SSARS and use Consulting Standards in issuing financial statements for your write-up practice. This session will explore the pros and cons of such a move and also discuss the impact on peer review for these engagements.   11:35am – 12:35pm Lunch   Concurrent Sessions 12:35pm – 1:50pm Single Audits and Uniform Guidance: What’s New, What’s Wrong, and What to Do  (GAAC) Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA State and local governments are facing a changing Single Audit environment driven by the 2024 Uniform Guidance updates, including the $1 million threshold increase and evolving expectations around internal controls, procurement, and subrecipient monitoring. At the same time, GAQC and AICPA continue to highlight deficiencies in internal control over compliance, major program determination, and SEFA reporting. This session provides a practical update and a focused look at key risk areas, including the wind-down of federal relief funding and recurring audit findings, with actionable insights to help strengthen compliance and improve audit quality.  Staying Current, Secure & Remote: Navigating the Current Tech Landscape and Cybersecurity (LAAC) Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA Technology evolves rapidly, bringing both breakthrough efficiencies and sophisticated security threats. This session provides a comprehensive update on the latest technology trends and pressing cybersecurity risks facing organizations today.? We will also focus on the work from home environment, examining the strict data integrity procedures needed to function securely outside the traditional office perimeter.   1:50pm – 2:05pm Change Break   2:05pm - 3:20pm Risk Assessment 3.0: Bringing Internal Controls Back Into the Planning ConversationJeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LATani Budde, CPA • Ericksen Krentel • New Orleans, LA Natalie Nguyen, CPA • Eisner Amper • Metairie, LAFrank Auberle, CPA • Mauldin & Jenkins • Metairie, LARisk assessment does not stop with identifying significant accounts and assertions. A thoughtful understanding of internal controls can shape how auditors identify risks, design procedures, and document the rationale behind their audit approach. In this interactive panel, practitioners from firms of different sizes will model real-life audit planning conversations focused on internal controls, including how control understanding may differ by industry, client size, system complexity, and firm methodology. Using practical scenarios and documentation examples, the panel will explore how auditors can move beyond checklist completion and use internal control considerations to support more effective, scalable, and well-documented risk assessment procedures. 3:20pm - 3:35pm Break  3:35pm - 4:35pm Resolving Fraud Hotline Complaints Kevin Kelley • Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will discuss the complaints received by the Legislative Auditor’s fraud hotline, how they are handled internally to include examples that are sent to the agency’s auditor and suggestions for addressing those complaints.  This session will also explain a recent investigative report.     The 2026 Accounting & Auditing 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. Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID.  LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.

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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 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 2:50-3:10 pm Break/Visit Exhibitors  3:10 - 4:00 pm Effective Expert Testimony for Jury Trials Sean McLaughlin, JD • Kean Miller • New Orleans, 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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We are still busy finalizing the amazing agenda for 2026.  Following a successful inaugural year, the combined Accounting & Auditing Conference for CPAs returns for its second year on August 17–18 at the Ritz-Carlton New Orleans as part of Ledgers & Legends Week.This unique event combines two premier conferences: Governmental Accounting & Auditing Conference Louisiana Accounting & Auditing Conference Bringing together more than 250 CPAs from across Louisiana, attendees can mix and match between the two specialized tracks, earn valuable CPE, and connect with professionals from across the state. It's two days of learning, networking, and insights designed to keep you ahead. 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. August 17, 2026 7:30am - 7:55am Registration/Continental Breakfast  7:55am - 8:00am Opening Remarks  8:00am - 9:30am Accounting & Auditing Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL Kurt Oestriecher will provide an update on recently issued Accounting Standards Updates by the FASB as well as insight on standards currently in development. Dean Mead will discuss the how to apply the GASB's standards on capital asset disclosures and recent implementation guidance, as well as provide an update on major ongoing GASB standards-setting activities.  9:30am – 9:50am Break         Concurrent Sessions 9:50am - 10:40am Implementing GASB Statements 103 and 105 (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events.?Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.   Non-Profit Update (LAAC) Karine Makaryan, CPA • Mauldin & Jenkins • Metairie, LAPatricia Thibodeau, CPA • Mauldin & Jenkins • Baton Rouge, LA 10:40am – 10:45am  Change Break   Concurrent Sessions 10:45am - 11:35am Implementing GASB Statements 103 and 105 - CONTINUED (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events. Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.   Moving Your Write Up Practice from SSARS to Consulting Standards (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA The Accounting and Review Services Committee has issued SSARS 27 that will allow CPAs the option to by-pass SSARS and use Consulting Standards in issuing financial statements for your write-up practice. This session will explore the pros and cons of such a move and also discuss the impact on peer review for these engagements.   11:35am – 12:35pm Lunch   Concurrent Sessions 12:35pm – 1:50pm Single Audits and Uniform Guidance: What’s New, What’s Wrong, and What to Do  (GAAC) Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA State and local governments are facing a changing Single Audit environment driven by the 2024 Uniform Guidance updates, including the $1 million threshold increase and evolving expectations around internal controls, procurement, and subrecipient monitoring. At the same time, GAQC and AICPA continue to highlight deficiencies in internal control over compliance, major program determination, and SEFA reporting. This session provides a practical update and a focused look at key risk areas, including the wind-down of federal relief funding and recurring audit findings, with actionable insights to help strengthen compliance and improve audit quality.  Staying Current, Secure & Remote: Navigating the Current Tech Landscape and Cybersecurity (LAAC) Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA Technology evolves rapidly, bringing both breakthrough efficiencies and sophisticated security threats. This session provides a comprehensive update on the latest technology trends and pressing cybersecurity risks facing organizations today.? We will also focus on the work from home environment, examining the strict data integrity procedures needed to function securely outside the traditional office perimeter.   1:50pm – 2:05pm Change Break   2:05pm - 3:20pm Risk Assessment 3.0: Bringing Internal Controls Back Into the Planning ConversationJeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LATani Budde, CPA • Ericksen Krentel • New Orleans, LA Natalie Nguyen, CPA • Eisner Amper • Metairie, LAFrank Auberle, CPA • Mauldin & Jenkins • Metairie, LARisk assessment does not stop with identifying significant accounts and assertions. A thoughtful understanding of internal controls can shape how auditors identify risks, design procedures, and document the rationale behind their audit approach. In this interactive panel, practitioners from firms of different sizes will model real-life audit planning conversations focused on internal controls, including how control understanding may differ by industry, client size, system complexity, and firm methodology. Using practical scenarios and documentation examples, the panel will explore how auditors can move beyond checklist completion and use internal control considerations to support more effective, scalable, and well-documented risk assessment procedures. 3:20pm - 3:35pm Break  3:35pm - 4:35pm Resolving Fraud Hotline Complaints Kevin Kelley • Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will discuss the complaints received by the Legislative Auditor’s fraud hotline, how they are handled internally to include examples that are sent to the agency’s auditor and suggestions for addressing those complaints.  This session will also explain a recent investigative report.     August 18, 2026 7:30am - 7:55am Registration/Continental Breakfast  7:55am - 8:00am Opening Remarks   8:00am - 9:00am Auditing Hot Topics 2026: Quality, Risk, and Compliance Issues Facing Today’s Practitioners Jeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LAThis session will provide a practical update on current auditing hot topics affecting CPA firms and governmental audit practices, including audit quality trends, peer review findings, risk assessment, internal controls, sampling, documentation, independence, Yellow Book, and single audit issues. The discussion will focus on recurring deficiencies and emerging practice challenges that engagement teams should be addressing in planning, fieldwork, reporting, and quality management. Participants will leave with practical reminders and takeaways to help strengthen audit execution, improve documentation, and avoid common issues identified through peer review and regulatory oversight. 9:00am – 9:50amProfessional Issues Update/New Pathways for Future CPAs Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Director of Government & Political Affairs - Society of Louisiana CPAs • Metairie, LA Lisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA  9:50am – 10:10am Break  Concurrent Sessions 10:10am – 11:00am Fraud Case Studies (GAAC) J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA A review of facts and circumstances surrounding actual fraud cases, and consideration of the fraud controls that should have been in place to prevent or detect the occurrence of fraud. Louisiana Economic Update (LAAC) Michael Hecht • Greater New Orleans, Inc • New Orleans, LA  11:00 – 11:05 Change Break   Concurrent Sessions 11:05am - 11:55am Beyond the Numbers: Identifying Fiscal Warning Signs and Communicating Concerns Effectively (GAAC) Judith "Judy" Dettwiller, CPA, CIA, MBA • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Jennifer Hawkins, CPA • Thomas, Cunningham, Broadway & Todtenbier CPAs • Natchitoches, LA Fiscal distress rarely occurs overnight. This session will examine common warning signs that may indicate a government is losing financial flexibility, including liquidity concerns, reliance on one-time revenues, governance challenges, and other emerging risks. Attendees will also learn approaches for communicating these observations in a constructive manner and helping clients look beyond the audit opinion and findings to better understand what their financial data may be signaling about future risks.  National Economic Update (LAAC) David Lundgren, CFA • Hancock Whitney • New Orleans, LA  11:55am – 12:55pm Lunch  Concurrent Sessions 12:55pm – 1:45pm Legal Update: The Highs and Lows of the ’26 Legislative Session (GAAC) Jenifer Schaye, JD, CFE • Louisiana Legislative Auditor’s Office • Baton Rouge, LA I will endeavor to offer an explanation of the legislation which directly impacts government audits.? I will also give an overview of significant legislation which will impact all citizens of Louisiana. Special Purpose Framework Reporting Measurement and Disclosure Issues  (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LACPAs typically think of the term “GAAP Departures” when describing a misstatement in financial statements. However, when a Special Purpose Framework (such as income tax basis) is used, such misstatements are referred to as “Framework Departures”. This session will delve into understanding how to determine the measurement, disclosure, and presentation requirements in Special Purpose Frameworks. 1:45pm – 2:05pm Break  2:05pm – 2:55pmAI Governance and Risk ManagementJustin Headley, CPA, CISSP, CISA, CRISC • Warren Averett • Birmingham, ALArtificial intelligence is rapidly transforming how organizations operate, make decisions, and deliver services. In this session, we will discuss a practical overview of how AI works, common business use cases, and the opportunities it creates, while also examining key risks related to governance, security, privacy, bias, hallucinations, and ethical use. Attendees will gain a foundational understanding of AI risk management principles and practical considerations for implementing AI responsibly and effectively within their organizations. 2:55pm - 4:25pm Beyond Automation: How CPAs Are Using AI to Add Value  Moderator: Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA Derek Foret, CPA • Partner, Hannis T. Bourgeois, LLP • Baton Rouge Nicolaus D. Simon, CPA • Darnall Sikes & Frederick • Lafayette, LA Maggie Perrien • Professional Practice Group, PwC • New Orleans, LA Marc Katsanis,  ABV, CFA, CPVA • Chaffe & Associates, Inc. • New Orleans, LA Join a panel of CPAs as they share how they are practically using AI to improve efficiency, enhance client service, and support their teams. Hear real-world examples, lessons learned, and honest insights on what’s working—and what’s not.   The 2026 Accounting & Auditing 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. Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID.  LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.

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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 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 2:50-3:10 pm Break/Visit Exhibitors  3:10 - 4:00 pm Effective Expert Testimony for Jury Trials Sean McLaughlin, JD • Kean Miller • New Orleans, 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 David Lundgren, CFA • 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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We are still busy finalizing the amazing agenda for 2026.  Following a successful inaugural year, the combined Accounting & Auditing Conference for CPAs returns for its second year on August 17–18 at the Ritz-Carlton New Orleans as part of Ledgers & Legends Week.This unique event combines two premier conferences: Governmental Accounting & Auditing Conference Louisiana Accounting & Auditing Conference Bringing together more than 250 CPAs from across Louisiana, attendees can mix and match between the two specialized tracks, earn valuable CPE, and connect with professionals from across the state. It's two days of learning, networking, and insights designed to keep you ahead. August 18, 2026 7:30am - 7:55am Registration/Continental Breakfast  7:55am - 8:00am Opening Remarks   8:00am - 9:00am Auditing Hot Topics 2026: Quality, Risk, and Compliance Issues Facing Today’s Practitioners Jeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LAThis session will provide a practical update on current auditing hot topics affecting CPA firms and governmental audit practices, including audit quality trends, peer review findings, risk assessment, internal controls, sampling, documentation, independence, Yellow Book, and single audit issues. The discussion will focus on recurring deficiencies and emerging practice challenges that engagement teams should be addressing in planning, fieldwork, reporting, and quality management. Participants will leave with practical reminders and takeaways to help strengthen audit execution, improve documentation, and avoid common issues identified through peer review and regulatory oversight. 9:00am – 9:50amProfessional Issues Update/New Pathways for Future CPAs Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Director of Government & Political Affairs - Society of Louisiana CPAs • Metairie, LA Lisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA  9:50am – 10:10am Break  Concurrent Sessions 10:10am – 11:00am Fraud – Case Studies (GAAC) J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  Louisiana Economic Update (LAAC) Michael Hecht • Greater New Orleans, Inc • New Orleans, LA  11:00 – 11:05 Change Break   Concurrent Sessions 11:05am - 11:55am Beyond the Numbers: Identifying Fiscal Warning Signs and Communicating Concerns Effectively (GAAC) Judith "Judy" Dettwiller, CPA, CIA, MBA • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Jennifer Hawkins, CPA • Thomas, Cunningham, Broadway & Todtenbier CPAs • Natchitoches, LA Fiscal distress rarely occurs overnight. This session will examine common warning signs that may indicate a government is losing financial flexibility, including liquidity concerns, reliance on one-time revenues, governance challenges, and other emerging risks. Attendees will also learn approaches for communicating these observations in a constructive manner and helping clients look beyond the audit opinion and findings to better understand what their financial data may be signaling about future risks.  National Economic Update (LAAC) David Lundgren, CFA • Hancock Whitney • New Orleans, LA  11:55am – 12:55pm Lunch  Concurrent Sessions 12:55pm – 1:45pm Legal Update: The Highs and Lows of the ’26 Legislative Session (GAAC) Jenifer Schaye, JD, CFE • Louisiana Legislative Auditor’s Office • Baton Rouge, LA I will endeavor to offer an explanation of the legislation which directly impacts government audits.? I will also give an overview of significant legislation which will impact all citizens of Louisiana.?   Special Purpose Framework Reporting Measurement and Disclosure Issues  (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LACPAs typically think of the term “GAAP Departures” when describing a misstatement in financial statements. However, when a Special Purpose Framework (such as income tax basis) is used, such misstatements are referred to as “Framework Departures”. This session will delve into understanding how to determine the measurement, disclosure, and presentation requirements in Special Purpose Frameworks. 1:45pm – 2:05pm Break  2:05pm – 2:55pmAI Governance and Risk ManagementJustin Headley, CPA, CISSP, CISA, CRISC • Warren Averett • Birmingham, ALArtificial intelligence is rapidly transforming how organizations operate, make decisions, and deliver services. In this session, we will discuss a practical overview of how AI works, common business use cases, and the opportunities it creates, while also examining key risks related to governance, security, privacy, bias, hallucinations, and ethical use. Attendees will gain a foundational understanding of AI risk management principles and practical considerations for implementing AI responsibly and effectively within their organizations. 2:55pm - 4:25pm Beyond Automation: How CPAs Are Using AI to Add Value  Moderator: Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA Derek Foret, CPA • Partner, Hannis T. Bourgeois, LLP • Baton Rouge Nicolaus D. Simon, CPA • Darnall Sikes & Frederick • Lafayette, LA Maggie Perrien • Professional Practice Group, PwC • New Orleans, LA Marc Katsanis,  ABV, CFA, CPVA • Chaffe & Associates, Inc. • New Orleans, LA Join a panel of CPAs as they share how they are practically using AI to improve efficiency, enhance client service, and support their teams. Hear real-world examples, lessons learned, and honest insights on what’s working—and what’s not.   The 2026 Accounting & Auditing 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. Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID.  LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.

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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 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 David Lundgren, CFA • 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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Louisiana is settling into the major tax reform that occurred in late 2024 and mid 2025.?Award-winning speaker Bob Angelico, CPA, will cover that reform as well as highlight the various issues and questions that have arisen as a result of the changes.?Bob will also describe the tax legislation that came out of the 2026 regular session and cover any tax caselaw developments and LDR administrative and regulatory pronouncements from the last year.  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. NOTE: This product is for the individual In-Person Lunch & Learn course at the LCPA Member Center.  2026 Lunch&Learn Small Business Series includes: May 19 – AI's Impact on Trust & Security Louis Le Guyader, Ph.D., CPA • Professor, Department of Accounting & FinanceSoutheastern Louisiana University • Hammond, LA  Jun 16 – Turning Financial Results Into Strategic Recommendations Randy LeBeau, CPA • Partner, Outsourced Accounting Services Kevin Curren, CPA • Associate Director in the Audit and Assurance Services GroupEisnerAmper LLP • New Orleans, LA Jul 21 –  Navigating the Evolving Talent Landscape: Trends Reshaping Hiring and Leadership Carrie Lewis, CPA (Inactive) • Senior Vice PresidentRobert Half Finance and Accounting • New Orleans, LA  Aug 27 –  Louisiana Tax Legislative Update, Tax Reform and More Robert “Bob” Angelico, CPA • PartnerLiskow • New Orleans, LAAlso qualifies for 1.66 MCLE credits. Sep 22  – When Internal Controls Fail: Real Fraud Cases and What They Teach Us Diane B. Allison, CPA • OwnerDiane B. Allison, CPA • Baton Rouge, LA Oct 20 –  Business Insurance 101: Types, Risks & Smart Decisions Casey Brandt, CISR • Property & Casualty ConsultantGilsbar • Covington, LA Nov 17 –  2025-2026 Tax Update Bryan Ehricht, CPA •  James Lambert Riggs and Associates, Inc.Hammond, LAAlso qualifies for 1.66 MCLE credits. Dec 8 – Preparing for a Smooth Audit Eric Bosch, CPA • Regional Market LeaderMauldin & Jenkins, LLC • New Orleans, LA 

This course addresses the most common mistakes auditors make when auditing governmental entities, and provides solutions to avoid similar problems in the areas such as: • Defining the financial reporting entity • Addressing independence issues • Understanding the entity and its environment • Obtaining and documenting the understanding of internal controls • Risk assessment and response • Representations letters • Group audit engagement matters

AU-C 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, has been revised and the effective date is periods ending on or after December 15, 2023. After 15 years of risk assessment requirements, many auditors still struggle with applying the standards and connecting their judgments about risks with the extent of the auditing procedures necessary.

Well-designed and implemented internal controls reduce the opportunity for fraud to happen. But, what happens when internal controls fail? Diane Allison, CPA, will walk participants through fraud cases that occurred in Louisiana, including how frauds were perpetrated, concealed, and detected, with the goal of showing where our internal controls can be strengthened. 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. NOTE: This product is for the individual In-Person Lunch & Learn course at the LCPA Member Center.  2026 Lunch&Learn Small Business Series includes: May 19 – AI's Impact on Trust & Security Louis Le Guyader, Ph.D., CPA • Professor, Department of Accounting & FinanceSoutheastern Louisiana University • Hammond, LA  Jun 16 – Turning Financial Results Into Strategic Recommendations Randy LeBeau, CPA • Partner, Outsourced Accounting Services Kevin Curren, CPA • Associate Director in the Audit and Assurance Services GroupEisnerAmper LLP • New Orleans, LA Jul 21 –  Navigating the Evolving Talent Landscape: Trends Reshaping Hiring and Leadership Carrie Lewis, CPA (Inactive) • Senior Vice PresidentRobert Half Finance and Accounting • New Orleans, LA  Aug 27 –  Louisiana Tax Legislative Update, Tax Reform and More Robert “Bob” Angelico, CPA • PartnerLiskow • New Orleans, LAAlso qualifies for 1.66 MCLE credits. Sep 22  – When Internal Controls Fail: Real Fraud Cases and What They Teach Us Diane B. Allison, CPA • OwnerDiane B. Allison, CPA • Baton Rouge, LA Oct 20 –  Business Insurance 101: Types, Risks & Smart Decisions Casey Brandt, CISR • Property & Casualty ConsultantGilsbar • Covington, LA Nov 17 –  2025-2026 Tax Update Bryan Ehricht, CPA •  James Lambert Riggs and Associates, Inc.Hammond, LAAlso qualifies for 1.66 MCLE credits. Dec 8 – Preparing for a Smooth Audit Eric Bosch, CPA • Regional Market LeaderMauldin & Jenkins, LLC • New Orleans, LA 

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

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The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

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The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

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The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

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The Cypress Summit Conference is BACK! This is your one-stop destination for impactful learning, fresh connections, and a full day packed with value!We're bringing together four conferences under one roof: • Medical & Healthcare (MED)• Financial Institutions (FIC)• Not-for-Profit (NFP)• Estate & Financial Planning (EFP) With multiple specialized tracks, you can customize your experience based on your interests and goals. Stay within one track for a deeper dive or mix and match sessions across conferences to create an agenda that's right for you. It's a unique opportunity to learn, grow, and connect with professionals from a variety of industries.Don’t miss this exciting new way to earn CPE, expand your network, and gain fresh insights—all in just one day! When registering, you’ll select sessions to help us estimate room sizes, but you can attend any sessions you choose on the day of the event. Agenda7:30-7:55am - Registration, Breakfast & Opening Remarks 8:00am - 9:15am - General SessionGazing into the Crystal Ball:  Drivers of the 2027-28 EconomyLoren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LAWhat will be the key factors driving the Louisiana economy over the next two years?  Is the national economy  heading for a recession?  If you are in the real estate area, what are the prospects for a Fed rate cut?  How might the closure---even a temporary one---of the Strait of Hormuz impact Louisiana's burgeoning LNG export market? What is beginning to finally create a resurgence in the central and north Louisiana economies? Has there finally been a turn in the influence of the NGO's in the river parishes?9:15-9:35  Break 9:35am - 10:25am Breakout Sessions Tax Planning within the Nonprofit Landscape (NFP, EFP)Taylor Boudreaux, CPA • Mauldin & Jenkins, LLC • Houma, LAJack Wiles, CPA, MS • Mauldin & Jenkins, LLC • Metairie, LAJoin speakers Taylor Boudreaux and Jack Wiles as they provide an overview of key tax issues affecting nonprofit organizations, including compliance requirements, recent developments, and practical planning considerations. Attendees will also gain insight into effective estate planning strategies designed to preserve wealth, maximize charitable giving opportunities, and help achieve long-term financial and philanthropic goals.Hot Topics in ALM (FIC)Matt Thompson, CFA • Smith, Shellnut, Wilson • Ridgeland, MSThis session will explore a range of timely asset/liability management issues facing community financial institutions, with a focus on areas where accounting treatment requires particular attention. Topics will include the effects of issuance costs on callable brokered CDs, TEFRA considerations affecting the yield on tax-exempt bond portfolios, and the persistent drag of unrealized losses in investment portfolios — a challenge that remains pressing even after 175 basis points of rate cuts and renewed pressure from rising market rates. Attendees will leave with practical insights to sharpen their understanding of ALM issues facing financial institutions today. Headwinds 2026: What Inhibits Carrier Ability to Control Healthcare Costs (MED)Michael Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LAIn 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 reasonably achieve in moderating them.10:25 – 10:30  Change Break10:30am - 11:20am Breakout SessionsNot-for-Profit Update: Financial Resilience, Compliance Risk, and Emerging Reporting Issues (NFP) Jeremy Thibodeaux, CPA, CFE • Ericksen Krentel • New Orleans, LANot-for-profit organizations continue to face funding uncertainty, cash flow pressure, increased compliance expectations, and growing demand for financial transparency. This session will provide a practical update on key industry trends, grant management, Uniform Guidance, Louisiana Legislative Auditor requirements, complex gifts, and emerging accounting and reporting matters. Participants will leave with insight into the risks, opportunities, and technical issues CPAs should be watching in the year ahead.Accounting and Auditing Update (FIC, MED)Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAPrivate Placement Life Insurance: What Your Wealthiest Clients Are Being Told (EFP) David Means, JR. AEP, CLU, AIF, NQPC • DeNovo Advisory Group • Dallas, TXHigh-net-worth and ultra-high-net-worth clients are increasingly hearing about private placement life insurance and annuities as tools for tax-efficient investing, estate planning, and asset protection. This session provides an objective look at what advisors are recommending, why interest has accelerated in recent years, how these structures function, and the key tax and planning issues CPAs should understand when evaluating opportunities for their clients.11:20 – 12:20 Lunch12:20pm - 1:10pm Breakout SessionsBest Ways to Save For You, Your Kids, and Your Grandkids (EFP)John C. Schmidt, CPA • Pelican CPAs & Advisors • Shreveport, LAThis session will discuss options available for saving for your retirement, plus discussion of savings options for young children, adult children and grandchildren including the new Trump accounts and Trump IRAs.AI in Healthcare: What's Real Today and What's Coming Next (MED)Shelley Martin, MD, FAAP • Ochsner Health System • Baton Rouge, LAArtificial intelligence is rapidly transforming healthcare—from clinical documentation and patient engagement to revenue cycle operations and decision support. This presentation explores where AI is creating real value today, where risks remain, and how healthcare organizations are approaching governance and implementation. We'll also look ahead to the next wave of innovation, including AI agents, autonomous workflows, and emerging technologies that will increasingly influence the delivery, management, and financing of care.Don't Take the Bait: Defending Against Today's Cyber Threats (NFP, FIC)Allison Ward, CPA, CISA, CISSP, CISM • CRI Advisors, LLC • Baton Rouge, LACyber threats continue to evolve faster than ever, impacting organizations of every size and industry. This session explores today's cybersecurity landscape, emerging threats, and the issues that continue to plague organizations, including fraud schemes, phishing and other social engineering attacks, third-party risks, software vulnerabilities, and employee training challenges. Attendees will not only gain a practical understanding of the threats facing organizations but will also leave with actionable insights they can apply within their organizations and share with clients to strengthen their cybersecurity posture.  1:10 – 1:15  Change Break1:15pm – 2:05pm  Breakout SessionsPlanning for Retirement: Medicare, Social Security & Sustainable Income (EFP) Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LAPreparing for retirement involves more than saving—it requires making informed decisions about healthcare coverage, Social Security benefits, and long-term income strategies. This session will explore key retirement planning considerations, including Medicare enrollment, Social Security timing, annuities, and fixed-income solutions, helping attendees build a confident and financially secure retirement plan.Navigating the 340B Program: Eligibility, Compliance, and the Current Regulatory Storm (MED)Jim Daniel Jr., JD, MBA • Partner - Hancock Daniel & Johnson, LLC • Richmond, VAThe 340B Drug Pricing Program has become one of healthcare's most contested topics, with new litigation, manufacturer restrictions, and federal guidance creating added compliance and financial risks. This presentation covers 340B eligibility and compliance basics, plus the latest developments CPAs need to know to advise their clients and employers on the program.Board Recruitment and Retention (NFP)Edmund Giering IV, JD • Baton Rouge Area Foundation • Baton Rouge, LAIn this session, Edmund Giering will explore board responsibilities – from mission, policy and financial perspectives. Participants will hear about best practices in terms of board and staff relationships, recruitment and retention of board members, and how best to support an organization and its leadership as a board member.Deregulation from Banking Regulators (FIC)Crystal Jareske, CPA, CIA • Crowe LLP • Dallas, TXAs the compliance landscape continues to evolve, organizations are facing a new kind of challenge: navigating a regulatory environment where oversight may be reduced, but expectations remain firmly in place. This session explores the shifting compliance climate emerging from Washington, D.C., examining what it means for banks when regulators redefine risk or adjust their focus, yet the rules themselves persist. The training will include questions to consider when managing risk, maintaining accountability, and adapting compliance strategies in a world where enforcement may change but obligations do not, with an emphasis on safety and soundness.2:05 – 2:25  Break2:25 – 3:15 Breakout Sessions   Estate Planning with Trusts (EFP) Miriam Henry, JD • Jones Walker • New Orleans, LA Hot Topics Panel (MED)Kendall Johnson, CPA • General Health System / Baton Rouge General Medical Center • Baton Rouge, LAShunn Phillips, CPA • The Baton Rouge Clinic • Baton Rouge, LAJason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAStephanie Bushart • Ochsner Health • Baton Rouge, LAPanelists will discuss the most pressing challenges and opportunities impacting healthcare organizations today. The Future of Philanthropy: Building Impact, Equity, and Legacy Across Generations (NFP)Nathan Alvarez • Greater New Orleans Foundation • New Orleans, LAAshley Floyd • Greater New Orleans Foundation • New Orleans, LA• Learn how philanthropy is changing as younger donors increasingly step up as community leaders and older generations step down• Explore how donor-advised funds, planned giving vehicles, and charitable planning tools help create lasting community impact• See how to align financial tools with personal and family values, especially across generations  Legislative Update (FIC)Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA3:15 – 3:20  Change Break3:20pm - 4:35pm - General SessionAI Practical Uses and PoliciesBrandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LABrandon Smith, CPA • Mauldin & Jenkins • Atlanta, GAGreg Langham, CPA, MBA • Malcolm Dienes, LLC • Metairie, LAZak Kinchen, CPA • Planters Bank • Indianola, MSThis panel will share practical applications, lessons learned, and real-world results from AI adoption. The discussion will explore firm policies, governance considerations, risk management, and best practices for balancing innovation, security, and client trust in an evolving technology landscape.

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Are You Ready for the New Standards? Beginning in 2025, the AICPA Quality Management (QM) Standards will usher in a host of new requirements. The first half of this course is designed to discuss the process of implementing the QM Standards. During the second half, participants will work on their firm's QM implementation process, including identifying potential quality risks, assessing those risks, developing responses, and meeting the new QM documentation standards. Join Paul Pierson (Senior Director, Peer Review & Professional Standards) and Heather Lindquist (Senior Director, Peer Review & Professional Standards) for this hands-on workshop. Paul and Heather are both with the Illinois CPA Society.

This practical, discussion-based course assists firms that have already implemented the AICPA’s Quality Management (QM) standards address the next challenges in meeting the requirements of QM standards – 1) evaluating whether a firm’s QM system operates effectively in practice and 2) supporting QM firm leadership’s annually required conclusion on system effectiveness.Moving beyond initial design and documentation, the course examines the ongoing responsibilities of monitoring, remediation, and annual evaluation that are central to a risk-based quality management system. Through real-world examples, peer review insights, and interactive discussion, participants will gain a deeper understanding of how to assess whether their QM systems are functioning as intended and how to demonstrate operational effectiveness with meaningful evidence. The course emphasizes the critical transition from “having” a QM system to proving that it works. Participants will explore common post-implementation breakdowns, develop practical monitoring approaches tailored to firm risks, and learn how to distinguish documented policies from evidence of actual execution. The program also addresses evaluating findings, identifying root causes, designing effective remedial actions, and supporting leadership’s required annual conclusion on system effectiveness.  Intended for managing partners, quality management leaders, peer reviewers, and audit and accounting professionals, this in-person, instructor-led program provides actionable guidance to help firms strengthen compliance, improve accountability, and respond confidently to increasing regulatory and peer review scrutiny.

Equip your newest staff with the knowledge, skills, and mindset to work efficiently and profitably on audits, reviews, and compilations. This foundational training sets them up for success, boosting both productivity and confidence.

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 released in late 2025 for lease accounting under ASC 842 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 2024 and into 2026, covering government grants, derivatives and financial instruments, practical expedients for credit losses under ASC 326, and expense disaggregation on the income statement. 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, now effective as of 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 discuss AICPA's proposed SAS, The Auditor's Responsibilities Relating to Fraud in an Audit of Financial Statements, intended to supersede AU-C section 240. 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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The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

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