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: Louisiana Tax Legislative Update, Tax Reform and More
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Metairie
2.00 Credits
A perennial favorite, Bob Angelico, gives you the annual recap you've been waiting for. Louisiana has experienced a significant amount of state and local tax reform over the past several months, and the 2025 fiscal session of the legislature may prove to likewise involve additional state tax reform. This presentation will cover that tax reform as well as further explanation and analysis of the 2024 tax reform, in all areas of Louisiana taxation, income and franchise tax, sales and use tax, ad valorem property tax, credits and incentives, and severance and excise taxes. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. Qualifies for 1.67 CLE credits. NOTE: This product is for the individual In-Person Lunch & Learn course at the LCPA Member Center. 2025 Lunch&Learn Small Business Series includes: May 20 Cybersecurity: Managing Evolving ThreatsLes Nettleton • IT ConsultantCategory: Technology • 2 CPE creditsJune 17 SECURE 2.0: Impacts to Retirement Savings Plans Anne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management Services • Alexandria, LACategory: Taxation • 2 CPE credits/1.67 CLE creditsJuly 22 Hot Topics in HR Shaping the Workforce in 2025Mag Bickford, JD • Managing Member, New Orleans OfficeMcGlinchey Stafford • New Orleans, LACategory: Management• 2 CPE credits/1.67 CLE credits August 19 Louisiana Tax Legislative Update, Tax Reform and MoreRobert S. Angelico, CPA, JD • ShareholderLiskow • New Orleans, LA Category: Taxation • 2 CPE credits/1.67 CLE creditsSeptember 16 Fraud in the Real World: Assessing Risk & Response Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • FounderRAL Forensics, LLC • Metairie, LACategory: A&A • 2 CPE credits/1.67 CLE creditsOctober 21 Succession Planning: Strategies for Business Continuity & GrowthNene Glenn Gianfala, CPA/ABV, ASA-BV/IARiley J. Busenlener, CPA/ABV, ASA, AEP®, JDChaffe & Associates • New Orleans, LACategory: Management • 2 CPE credits/1.67 CLE creditsNovember 18 Federal Tax Update Greg Booth, CPA • PartnerEisnerAmper • Metairie, LACategory: Taxation • 2 CPE credits/1.67 CLE creditsDecember 16 Year-End Economic Outlook: Cheers or Jeers? Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney • New Orleans, LA Category: Specialized Knowledge
2025 State & Local Tax Conference
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Baton Rouge
8.00 Credits
Join us for the State and Local Tax Conference, 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. This conference also qualifies for 6.67 hrs of Tax Law Specialization. FRIDAY, AUGUST 22 7:30 - 7:55 am Registration & Continental Breakfast7:55 - 8:00 am Welcome & Opening Remarks8:00 – 8:20 amLCPA and Professional Issues UpdateRon Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA8:20 – 9:20 amNational SALT Legislative UpdatePat Reynolds, JD, CPA • President & Executive Director - COST • Washington, DCJessica Morgan, CPA • Ernst and Young • Cleveland, OH9:20 – 9:40 am Break9:40 - 10:40 amThe Calm After the Storm, the 2025 Fiscal SessionRobert S. Angelico, CPA, JD • Liskow • New Orleans, LAThe 2025 fiscal session was nowhere as jam-packed with significant tax legislation as the November 2024 special session, but this presentation will cover the tax legislation that was enacted, both state and local. 10:40 am – 11:40 pmLDR State of the DepartmentRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA11:40 am – 12:40 pm Lunch12:40- 1:40 pmState and Local Tax Litigation UpdateAndre’ Burvant, CPA, JD • Jones Walker • New Orleans, LAAntonio Ferachi, JD • Louisiana Department of Revenue • Baton Rouge, LA1:40 - 2:00 pm Break2:00 - 3:20 pmState and Parish Sales Tax Update Brandea Averett, JD • Louisiana Department of Revenue • Baton Rouge, LAGeoff Campbell, CPA • Advantous • Baton Rouge, LAMark Blevins • Tax Compliance & Recovery • Alvin, TX3:20 - 4:20 pmLouisiana Economic Development LandscapeAnne Villa, CPA, CEcD, CGFM • Deputy Secretary/CFO, LED • Baton Rouge, LA Chris Stelly • Director, Legislative Affairs - LED • Baton Rouge, LA
Twelve Rules for Auditors
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Alexandria
8.00 Credits
This course provides practical rules that auditors should follow to avoid auditing's most unpleasant outcomes. Specific attention to the following areas: • Rule 1 - Know Your Own Limitations • Rule 2 - Tell the truth, especially about the tough issues • Rule 3 - Recognize the shortcuts will ultimately lead to disaster • Rule 4 - Spend whatever time is required to understand the entity's internal controls • Rule 5 - Commit yourself to improvement daily • Rule 6 - Take the time to do things right • Rule 7 - Don't be afraid to ask for help • Rule 8 - Never consider your client's management to be above wrongdoing • Rule 9 - Beware the related parties • Rule 10 - Follow the rules regarding confirmation • Rule 11 - Pay attention to what matters, not what is expedient • Rule 12 - Avoid dismissing analytical testing variances
Back to Basics: The Fundamentals of Auditing
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Alexandria
8.00 Credits
This course provides an overview of the basic skills essential to performing an audit in accordance with generally accepted auditing standards.
Staff Training Level I
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Lafayette
16.00 Credits
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Join Kurt Oestricher, CPA a seasoned instructor with over 30 years of staff training experience for Staff Training Level 1 in Lafayette, Louisiana, September 9–10. Having spent 39 years with the same firm, Kurt brings a unique perspective on what it takes to thrive—both technically and as a valued team member.This course is designed to give your 1–2 year staff the tools, skills, and confidence they need to excel in their roles. From technical resources to workplace communication, Kurt will guide participants through practical strategies that deliver real results for your firm. Expect an engaging, interactive program that sends your employees back with a clear understanding of expectations, improved efficiency, and a stronger professional foundation. • Proven strategies for becoming a valued, effective member of the firm• Insights from decades of real-world experience in both technical and professional success• Practical training in:o Navigating third-party practice aidso Conducting effective tax researcho Developing productive work habitso Communicating clearly with supervisors• A stronger awareness of professional expectations and how to meet them• Skills that help deliver measurable results for your firm
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Lunch & Learn In-Person: Fraud in the Real World: Assessing Risk and Response
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Metairie
2.00 Credits
Experienced in forensic litigation and investigative services, Ralph Litolff provides a look into common fraud schemes, common indicators of fraud, initial response strategies, and the legal and ethical considerations of addressing suspected fraud. Additionally, Ralph draws from his decades of sometimes hard-to-believe-but-true cases to help bring to light fraud prevention strategies as well as how to plan and conduct a fraud investigation. This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered. Qualifies for 1.67 CLE credits. NOTE: This product is for the individual In-Person Lunch & Learn course at the LCPA Member Center. 2025 Lunch&Learn Small Business Series includes: May 20 Cybersecurity: Managing Evolving ThreatsLes Nettleton • IT ConsultantCategory: Technology • 2 CPE creditsJune 17 SECURE 2.0: Impacts to Retirement Savings Plans Anne Oestriecher, CPA, CFP • Advisory RepresentativeOestriecher Financial Management Services • Alexandria, LACategory: Taxation • 2 CPE credits/1.67 CLE creditsJuly 22 Hot Topics in HR Shaping the Workforce in 2025Mag Bickford, JD • Managing Member, New Orleans OfficeMcGlinchey Stafford • New Orleans, LACategory: Management• 2 CPE credits/1.67 CLE credits August 19 Louisiana Tax Legislative Update, Tax Reform and MoreRobert S. Angelico, CPA, JD • ShareholderLiskow • New Orleans, LA Category: Taxation • 2 CPE credits/1.67 CLE creditsSeptember 16 Fraud in the Real World: Assessing Risk & Response Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • FounderRAL Forensics, LLC • Metairie, LACategory: A&A • 2 CPE credits/1.67 CLE creditsOctober 21 Succession Planning: Strategies for Business Continuity & GrowthNene Glenn Gianfala, CPA/ABV, ASA-BV/IARiley J. Busenlener, CPA/ABV, ASA, AEP®, JDChaffe & Associates • New Orleans, LACategory: Management • 2 CPE credits/1.67 CLE creditsNovember 18 Federal Tax Update Greg Booth, CPA • PartnerEisnerAmper • Metairie, LACategory: Taxation • 2 CPE credits/1.67 CLE creditsDecember 16 Year-End Economic Outlook: Cheers or Jeers? Stephen D. Morgan • Senior Vice President, Investment DirectorHancock Whitney • New Orleans, LA Category: Specialized Knowledge
2025 Cypress Summit - In Person (Formerly MED, NFP, HRW, EFP, FIC)
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Baton Rouge
8.00 Credits
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**Get ready for something new** The Cypress Summit Workshop is your one-stop destination for impactful learning, fresh connections, and a full day packed with value!For the first time ever, we’re bringing together five top workshops under one roof: • Medical & Healthcare• Financial Institutions• Not-for-Profit• Human Resources• Estate & Financial Planning With multiple specialized tracks, you can customize your experience based on your interests and goals. Whether you're diving deeper into your area of expertise or exploring something completely new, this all-in-one event offers a unique opportunity to learn, grow, and connect with professionals across industries.Don’t miss this exciting new way to earn CPE, expand your network, and gain fresh insights—all in just one day! Click the agenda tab at the top of this page to review session options, speakers, and times. When registering, you’ll select sessions to help us estimate room sizes, but you can attend any session you choose on the day of the event.
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Preparing Not-for-Profit Financial Statements
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Alexandria
8.00 Credits
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In order to prepare accurate and effective not-for-profit financial statements, professionals must have a strong working knowledge of the reporting requirements. Now is the time to obtain that knowledge! This course explains the requirements, illustrates how the requirements manifest in the financial statements, and clarifies options available to not-for-profits in applying the requirements. The course covers key accounting areas that affect not-for-profits, including net assets, contributions, and functional expense reporting. The course materials utilize a highly illustrative and innovative format, including 30 focused exercises to provide an enhanced working knowledge of not-for-profit accounting and reporting.
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Latest Developments in Government and Nonprofit Accounting and Auditing
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Alexandria
8.00 Credits
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This is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort with this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.
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Guide to the AICPA Quality Management Standards
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Metairie
2.00 Credits
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With only a few months to go before the AICPA's Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, SAS 146, and SSAE 23 are required to be implemented, this course can help you meet the deadline. It focuses not simply on theory but on HOW to perform the steps involved. The Quality Management Suite of Standards must be implemented by December 15, 2025. The standards modernize the firm's approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control). The results of the firm's risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards. We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.
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Best Practices in Not-for-Profit Accounting and Reporting (BPN4)
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Metairie
4.00 Credits
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Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.
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Government and Nonprofit Frauds and Controls to Stop Them (FCS4)
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Metairie
4.00 Credits
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George Washington once wrote, "We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience." The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In this course, we will look back at real-world government and nonprofit frauds and derive useful controls to stop them. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of fraud and anti-fraud controls to both auditors and industry professionals.
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Latest Developments in Nonprofit Accounting and Auditing (NPAA)
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Metairie
8.00 Credits
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This is another year of significant change in the world of nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort with this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in nonprofit accounting and auditing.
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Staff Training Level II -Semi-Senior
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Lafayette
16.00 Credits
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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 9:35-10:25Mergers and Acquisitions Speaker TBA 10:25-11:15North Louisiana Economic Update Speaker TBA 11:15-12:15Estate Planning (Estate Tax, DNI, Secure 2.0)Chris Holtzclaw, JD • Argent Trust • Ruston, LA12:15-1:15 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.