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.
Controls to Secure the Growing Digital Footprint
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Online/Webcast
4.00 Credits
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The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Karl Egnatoff, CPA.CITP
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What's Behind the Data?
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Online/Webcast
2.00 Credits
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We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Keely Gohl, CPA, CGMA
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Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
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Online/Webcast
4.00 Credits
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If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements that peer reviewers focus on, how the auditor complies with those requirements, and common pitfalls seen in Yellow Book and single audits. This course will help you proceed and succeed in your Yellow Book and single audits!Speaker - Charlie Blanton, CPA
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The One Big Beautiful Bill: 2025 tax legislation
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Online/Webcast
4.00 Credits
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The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Allison M. McLeod, LL.M., CPA
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Surgent's Weekly Expert Hour
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Online/Webcast
1.00 Credits
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As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today - your clients and your bottom line will thank you.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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AHI: Advanced Management and Leadership Essentials (Mini Course)
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Online/Webcast
2.00 Credits
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This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.
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Forensic Accounting: When The Office Is A Crime Scene
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Online/Webcast
4.00 Credits
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Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Robert Nordlander, CPA, CFE
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Shortcuts that Excel Users Love
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Online/Webcast
2.00 Credits
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Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Karl Egnatoff, CPA.CITP
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Surgent's Going Out on Your Own: Entity Types and Accounting Methods
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Online/Webcast
2.00 Credits
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Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you.. What type of entity do I need to be? Is there really an advantage to choosing one entity type over the other? In this class, we will dig into the differences between entity types - from taxes to liability. We will also look at the advantages and disadvantages of different methods of accounting. Whether you are a small business owner looking to start something new or a practitioner looking to expand your client advisory services, this course is the one for you!Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
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CFO & Controller Critical Skills: Budgeting & Forecasting
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Online/Webcast
2.00 Credits
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The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - David Peters
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AHI: The Mindful-CPA
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Online/Webcast
2.00 Credits
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In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: • The fundamental principles of Mindfulness • An 8-minute Mindfulness Practice to be done daily • Creative and fun ways to apply Mindfulness to work activities • Effective overall strategies to bring creativity, balance, and energy to daily activities. Sunish Mehta, CPA has been a practitioner and instructor of Mindfulness for over 20 years and has worked with several Mindfulness Organizations to date. Having studied with some of the top Mindfulness Teachers in the world including His Holiness The Dalai Lama, Sunish has integrated mindfulness into his learning and consulting work with the focused goal to help conscious professionals bring focus, creativity, and balance to their professional and personal lives. You can learn more at www.mindful-cpa.com.
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Self-Rental Real Estate: Passive Activity & Section 199A
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Online/Webcast
2.00 Credits
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This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Steven C. Dilley, CPA, JD, PhD
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Financial Accounting for Related Party Transactions
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Online/Webcast
2.00 Credits
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Loans, rental agreements, business combinations - what do these all have in common? They all have the potential of creating a related party transaction. This program presents a detailed analysis of the financial accounting rules for transactions with related parties, as well as compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities. This course does not qualify for IRS credit. Speaker - Steven Dilley
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Understanding the Tax Implications of Retirement Plan Distributions
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Online/Webcast
1.00 Credits
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This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com. Speaker - Steven Dilley
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Microsoft 365 Application Lightning Round Review-Updated
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Online/Webcast
1.00 Credits
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Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - John Higgins, CPA.CITP
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Money Laundering 101 for CPAs
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Online/Webcast
4.00 Credits
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CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Robert Nordlander, CPA, CFE
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S Corporations: Comprehensive walk through of Form 1120S
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Online/Webcast
8.00 Credits
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This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Mary Jane Hourani, MM, EA, NTPI Fellow
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Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms
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Online/Webcast
8.00 Credits
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The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax preparation guidelines. Within each chapter, we illustrate various parts and areas of interest when preparing a 1065, including examples and corresponding tax forms. We bring it all together in the final two chapters with a comprehensive example that integrates and links all previous chapters. The course and instruction delivery are geared toward a basic understanding and progress to more complex issues via Surgent's "Step-by-Step" preparation guide.Speaker - Michael Frost, CPA
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Surgent's Industry Accountant Key Performance Metrics
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Online/Webcast
8.00 Credits
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This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.Speaker - Frank Ryan, CPA
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2025 Cypress Summit - Webcast: Medical, Not-for-Profit Human Resources, Estate and Fin.Planning & Financial Institutions
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Online/Webcast
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 or see below 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. 8:00am - 9:30amLooking into Crystal Ball Clouded by Tariff ChangesLoren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LAWhy do forecasts for the national economy change radically every month? Is the word "tariff" a beautiful word or an ugly one? Billions in industrial investments have been awaiting a change in administrations---will they issue FIDs now? Louisiana now has 10 MSAs instead of 9. Who is the new player on the block? How do things look in each area of the State?9:30-9:50 Break9:50am - 10:50am Breakout SessionsUnleashing the Power of Collaborative AI in HR Dynamics: Leading the Future of Work (HRW)Craig Broome • Highflyer HR • Baton Rouge, LAIn this engaging session, we will explore the transformative potential of Collaborative AI in enhancing HR dynamics and driving organizational success. Designed for HR professionals in leadership and strategy roles, this presentation will cover the fundamentals of Collaborative AI, its benefits, and practical steps for successful implementation. Through real-world case studies and best practices, attendees will learn how to leverage AI tools to foster communication, boost productivity, and foster innovation within their teams. Additionally, we will address the ethical considerations and the importance of fostering a collaborative culture that embraces AI technologies. Balance Sheet Management, Banking Economic Update (FIC)T. Jefferson “Jeff” Fair, CVA • American Planning Corporation • Shreveport, LAThis session will cover a range of current banking topics, including changes in the banking landscape over the last year, recent regulatory perspectives and areas where accountants and auditors can assist their bank clients.Louisiana Impacts of What Was In, and Missing From, the OBBBA (MED)Michael Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LAUnlocking Financial Efficiency: Reporting, Cash Management & Budgeting (NFP)Melissa Carollo • Louisiana Association of Public School Charters • Metairie, LAJoe Keeney • 4th Sector Solutions • Greenwich, CTWith many organizations facing financial uncertainty with the end of several federal programs and other upcoming changes, join us for practical insights on managing cash flow, building financial resilience, and strategic budgeting in this evolving landscape. Tax Update (EFP)Brandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA10:50 – 10:55 Change Break10:55am - 11:55am Breakout SessionsNot for Profit Tax Compliance. Form 990 and related schedules - what you should know (NFP)Gina Rachel, CPA • EisnerAmper • Metairie, LAMental Health is Physical Health: Unlock the Keys to Access (MED)Shondra Williams, DNP • InclusivCare • Marrero, LALegal Update (HRW)Alexandra Hains, JD • Breazeale, Sachse & Wilson, LLP • Baton Rouge, LAThis legal update presentation will focus on recent developments in employment law that impact CPA firms and their clients. Topics will include updates on wage and hour laws, employee classification, non-compete agreements, and workplace discrimination. Attendees will gain practical guidance to help clients navigate compliance and reduce employment-related risks.Mergers & Acquisitions, Succession Planning (FIC)Johnny Bond • Performance Trust Capital Partners • Atlanta, GASocial Security, Medicare, Retirement Planning (EFP)Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA11:55 – 12:55 Lunch12:55pm - 1:55pm Breakout SessionsCharitable Planning Opportunities under OBBA (EFP)John C. Schmidt, CPA • Pelican CPAs & Advisors • Shreveport, LAFraud and Cybersecurity (MED)Internal Controls: Policies and Procedures (NFP)Layne McDaniel, CPA • Layne R. McDaniel, CPA, LLC • Baton Rouge, LA Leadership Starts with Awareness (HRW)Lauren Navarre, JD • Arena • Slidell, LAGood leaders are stable and consistent, keenly focused on attracting and building up others. Good leaders attract leaders and bad leaders attract followers. Pinpoint the tools and habits you need to control your triggers and effectively lead with confidence. What Happened? A Review of the 2025 Legislative Session (FIC)Steven Procopio, Ph.D. • PAR Louisiana • Baton Rouge, LADr. Steven Procopio will offer a broad update on state legislative and policy activity, focusing on developments that may have downstream effects for banks, financial institutions, and the CPAs who support them.1:55 – 2:00 Change Break2:00pm - 3:20pm Breakout SessionsFrom Main Street to Ultra High Net Worth: Estate Planning Strategies and Tax Court Insights (EFP)Vanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LAMiriam Henry, JD • Jones Walker • New Orleans, LAThis session will cover the spectrum of estate planning—from foundational strategies every client needs to advanced techniques for the top 0.1%. We’ll explore practical planning frameworks, dissect recent Tax Court decisions, and examine their real-world implications for high-net-worth families. Attendees will gain the tools to identify planning opportunities and advise clients across the wealth continuum. Whether you're guiding everyday households or generational wealth, this session delivers the latest thinking every CPA should know.M&A in Healthcare, Ownership Structure (MED)Kendall Johnson, CPA • General Health System / Baton Rouge General Medical Center • Baton Rouge, LAShunn Phillips, CPA • The Baton Rouge Clinic • Baton Rouge, LAAndrew Lofaso, CPA • Legacy Hospice • Baton Rouge, LAJason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThe Top 5 Things Every Leader Should Know About Employee Engagement (HRW)Melissa Thompson, PhD • Success Labs • Baton Rouge, LAIn a world of quiet quitting, burnout, and competing priorities, employee engagement isn’t just a buzzword—it’s a business imperative. This fast-paced session will walk you through five research-backed truths about what really drives engagement (hint: it's not just pizza parties). Whether you're an HR professional or a leader managing people, you’ll walk away with practical tools to create a culture where employees feel valued, connected, and motivated to give their best.Non-Profit Industry Update (NFP)Jeremy Thibodeaux, CPA, CFE • Louisiana Alliance for Nonprofits • Baton Rouge, LAAI and CPAs: the Future is NOW (FIC)Henry Hays • DisruptREADY • Baton Rouge, LA3:20 – 3:50 Break/Prize Giveaway3:50pm - 4:40pmA Federal Look AheadKate Kiley • Director of Congressional and Political Affairs – AICPA • Washington, DCA legislative and regulatory update on the political environment and issues at play before Congress and the Administration, and how these could be of impact to the accounting profession.