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.
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive
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Online/Webcast
8.00 Credits
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The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.
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How AI Fits into the Accounting World
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Online/Webcast
2.00 Credits
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This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending 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.
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2026 Business & Industry Conference - WEBCAST - 1ST DAY ONLY
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Online/Webcast
8.00 Credits
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Join us for the 2026 Business & Industry Conference, August 13–14 as part of Ledgers & Legends Week. This year’s program is designed for professionals navigating a business environment defined by rapid change, where technology, markets, and workforce expectations continue to evolve at an unprecedented pace.Over two days, attendees will gain fresh perspective, practical insights, and forward-looking strategies to help turn uncertainty into opportunity and stay ahead in a shifting landscape. This is a space to step away from the day-to-day, engage with meaningful ideas, and return with renewed clarity and direction. AGENDA Thursday, August 13 7:30 – 8:00 am Registration & Continental Breakfast 8:30 – 9:45 am Meeting the Challenge: Investment Strategy in an Era of Disruption Lawrence Hatheway, PHD • Franklin Templeton • Redding, CT Global markets are being disrupted—by geopolitical fragmentation, economic dislocation, and technology. In his presentation, Larry Hatheway explores what this means for capital markets and investment strategy. Larry will discuss the impacts of disruption on macroeconomics & markets—on growth, productivity, inflation, profitability, and risk premia—as well as how investors must re-think portfolio management in a world in flux. 9:45 – 10:05 am Break 10:05 – 11:05 am Safeguarding the Future: Applying Security to AI Les Nettleton • Retired - Bourgeois Bennett, LLC • Metairie, LA This session will explore the critical importance of security in artificial intelligence systems. We will cover potential risks, including data breaches, adversarial attacks, and ethical concerns.? We will also look at bias, manipulation, and explainability, all while highlighting best practices. 11:05 am – 12:00 pm How to Attract and Retain Talent Adrian Owne Jones, CFRE • Success Labs • Baton Rouge, LA 12:00 – 1:00 pm Lunch 1:00 – 1:50 pm What Got You Here Won't Get You There: Communication Skills for the Next Stage of Your Accounting Career Jenn Braud Lambert, CPA • Believe Grow Glow • Baton Rouge, LA The technical skills that earn you a CPA license are not the same skills that get you to the next level — and the data backs it up: communication consistently ranks as the profession's #1 competency, yet it remains the most common reason qualified candidates fall short of advancement. In this session, Jenn draws on her own journey from individual contributor to leadership to explore practical communication tools that bridge the gap between technically excellent and genuinely effective, giving attendees a concrete, immediately applicable system for understanding the people around them, adapting their communication style, and becoming more effective leaders, colleagues, and advisors. 1:50 – 2:40 pm Tax Update: What Business Leaders and Their Advisors Need to Know Now Greg Booth, CPA • EisnerAmper • Metairie, LA This session delivers a practical overview of the latest federal and state & local tax developments affecting businesses today. We'll also take a deep dive into tariff refund opportunities — including how to identify eligibility and steps to pursue recovery. 2:40 – 3:00 pm Break 3:00 – 3:50 pm Coaching and Mentoring in Todays Environment Lauren Navarre, JD • Arena • Slidell, LA Effective leadership hinges on understanding people, building systems, and communicating with clarity. This presentation explores how leveraging behavioral assessments to unlock individual strengths, implementing scalable operating systems to drive consistent execution, and thoughtfully articulating a vision can transform a team's performance and culture. Attendees will walk away with actionable strategies to coach and mentor with greater intent and sustainable results. 3:50 – 4:50 pm Recent Changes in Louisiana Estate Planning and Successions Law Jeremy Call, JD • • Covington, LA The presentation will provide a review of recent legislative and judicial developments involving Louisiana estate planning and succession, with a?focus on changes to the requirements for the validity of estate planning documents, namely wills and power of attorneys, as well as general changes within the succession laws of Louisiana. The presentation will also focus on practical guidance for identifying planning opportunities and coordination with CPAs, financial advisors, and estate planning lawyers, and will provide helpful ideas to avoid common succession pitfalls. Friday, August 14 8:00 – 9:20 am Professional Issues Update Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Society of Louisiana CPAs • Metairie, LA 9:20 – 9:40 am Break 9:40 – 10:55 am Headwinds 2026: What Inhibits Carrier Ability to Control Healthcare Costs Michael Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LA In 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 reasonable achieve in moderating them. 10:55 am – 12:10 pm AI-Powered Spreadsheets: The CPA's New Competitive Edge Trace Armstrong • Cherry Bekaert Advisory LLC • Birmingham, AL The spreadsheet isn't going away — it's getting smarter. This session explores how AI is transforming the way CPAs interact with Excel and other tools, from natural language formulas and automated data analysis to AI-assisted modeling and anomaly detection. We'll demonstrate real-world applications tailored to business and industry professionals, address common concerns around accuracy and reliability, and help you evaluate which AI tools deserve a place in your workflow. Whether you're just getting started or looking to go deeper, you'll leave with a clear roadmap for integrating AI into your day-to-day spreadsheet work. 12:10 – 1:10 pm Lunch 1:10 – 2:30 pm Today’s Cyber Landscape: Risks, Realities, and the CPA’s RoleAllison Ward, CPA, CISA, CISSP, CISM • CRI Advisors, LLC • Baton Rouge, LA Cybersecurity risks continue to evolve, requiring organizations to stay alert as both new threats and long standing vulnerabilities persist. In this session, we’ll examine the current state of the cyber landscape and what it means for today’s organizations. Through practical examples and common risk scenarios, we’ll highlight why these issues matter and where professionals play a role in reducing exposure. Attendees will gain insight into practical steps that can strengthen awareness, improve resilience, and help reduce overall organizational risk. 2:30 – 2:50 pm Break 2:50 – 4:20 pm Gazing into the Crystal Ball: looking Ahead to 2027-28 Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA What will be driving employment across different sections of the State in 2027-28? What role will data centers play, especially in the region above I10? What will the war's impact be on the oil, LNG, and chemical sectors of the economy? Has AI begun to have an impact on employment trends? The 2026 Business & Industry 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. Women's Conference (Wednesday, August 12) Ethics for Business & Industry (Wednesday, August 12) Ledgers and Legends Ball (Saturday, August 15) Ethics for Public Practice (Sunday, August 16) Louisiana/Governmental Accounting & Auditing Conference (Monday, August 17 and Tuesday, August 18) Forensic, Litigation, and Valuation Services Conference (Monday, August 17 and Tuesday, August 18)
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2026 Business & Industry Conference - WEBCAST - BOTH DAYS
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Online/Webcast
16.00 Credits
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Join us for the 2026 Business & Industry Conference, August 13–14 as part of Ledgers & Legends Week. This year’s program is designed for professionals navigating a business environment defined by rapid change, where technology, markets, and workforce expectations continue to evolve at an unprecedented pace.Over two days, attendees will gain fresh perspective, practical insights, and forward-looking strategies to help turn uncertainty into opportunity and stay ahead in a shifting landscape. This is a space to step away from the day-to-day, engage with meaningful ideas, and return with renewed clarity and direction. AGENDA Thursday, August 13 7:30 – 8:00 am Registration & Continental Breakfast 8:30 – 9:45 am Meeting the Challenge: Investment Strategy in an Era of Disruption Lawrence Hatheway, PHD • Franklin Templeton • Redding, CT Global markets are being disrupted—by geopolitical fragmentation, economic dislocation, and technology. In his presentation, Larry Hatheway explores what this means for capital markets and investment strategy. Larry will discuss the impacts of disruption on macroeconomics & markets—on growth, productivity, inflation, profitability, and risk premia—as well as how investors must re-think portfolio management in a world in flux. 9:45 – 10:05 am Break 10:05 – 11:05 am Safeguarding the Future: Applying Security to AI Les Nettleton • Retired - Bourgeois Bennett, LLC • Metairie, LA This session will explore the critical importance of security in artificial intelligence systems. We will cover potential risks, including data breaches, adversarial attacks, and ethical concerns.? We will also look at bias, manipulation, and explainability, all while highlighting best practices. 11:05 am – 12:00 pm How to Attract and Retain Talent Adrian Owne Jones, CFRE • Success Labs • Baton Rouge, LA 12:00 – 1:00 pm Lunch 1:00 – 1:50 pm What Got You Here Won't Get You There: Communication Skills for the Next Stage of Your Accounting Career Jenn Braud Lambert, CPA • Believe Grow Glow • Baton Rouge, LA The technical skills that earn you a CPA license are not the same skills that get you to the next level — and the data backs it up: communication consistently ranks as the profession's #1 competency, yet it remains the most common reason qualified candidates fall short of advancement. In this session, Jenn draws on her own journey from individual contributor to leadership to explore practical communication tools that bridge the gap between technically excellent and genuinely effective, giving attendees a concrete, immediately applicable system for understanding the people around them, adapting their communication style, and becoming more effective leaders, colleagues, and advisors. 1:50 – 2:40 pm Tax Update: What Business Leaders and Their Advisors Need to Know Now Greg Booth, CPA • EisnerAmper • Metairie, LA This session delivers a practical overview of the latest federal and state & local tax developments affecting businesses today. We'll also take a deep dive into tariff refund opportunities — including how to identify eligibility and steps to pursue recovery. 2:40 – 3:00 pm Break 3:00 – 3:50 pm Coaching and Mentoring in Todays Environment Lauren Navarre, JD • Arena • Slidell, LA Effective leadership hinges on understanding people, building systems, and communicating with clarity. This presentation explores how leveraging behavioral assessments to unlock individual strengths, implementing scalable operating systems to drive consistent execution, and thoughtfully articulating a vision can transform a team's performance and culture. Attendees will walk away with actionable strategies to coach and mentor with greater intent and sustainable results. 3:50 – 4:50 pm Recent Changes in Louisiana Estate Planning and Successions Law Jeremy Call, JD • • Covington, LA The presentation will provide a review of recent legislative and judicial developments involving Louisiana estate planning and succession, with a?focus on changes to the requirements for the validity of estate planning documents, namely wills and power of attorneys, as well as general changes within the succession laws of Louisiana. The presentation will also focus on practical guidance for identifying planning opportunities and coordination with CPAs, financial advisors, and estate planning lawyers, and will provide helpful ideas to avoid common succession pitfalls. Friday, August 14 8:00 – 9:20 am Professional Issues Update Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Society of Louisiana CPAs • Metairie, LA 9:20 – 9:40 am Break 9:40 – 10:55 am Headwinds 2026: What Inhibits Carrier Ability to Control Healthcare Costs Michael Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LA In 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 reasonable achieve in moderating them. 10:55 am – 12:10 pm AI-Powered Spreadsheets: The CPA's New Competitive Edge Trace Armstrong • Cherry Bekaert Advisory LLC • Birmingham, AL The spreadsheet isn't going away — it's getting smarter. This session explores how AI is transforming the way CPAs interact with Excel and other tools, from natural language formulas and automated data analysis to AI-assisted modeling and anomaly detection. We'll demonstrate real-world applications tailored to business and industry professionals, address common concerns around accuracy and reliability, and help you evaluate which AI tools deserve a place in your workflow. Whether you're just getting started or looking to go deeper, you'll leave with a clear roadmap for integrating AI into your day-to-day spreadsheet work. 12:10 – 1:10 pm Lunch 1:10 – 2:30 pm Today’s Cyber Landscape: Risks, Realities, and the CPA’s RoleAllison Ward, CPA, CISA, CISSP, CISM • CRI Advisors, LLC • Baton Rouge, LA Cybersecurity risks continue to evolve, requiring organizations to stay alert as both new threats and long standing vulnerabilities persist. In this session, we’ll examine the current state of the cyber landscape and what it means for today’s organizations. Through practical examples and common risk scenarios, we’ll highlight why these issues matter and where professionals play a role in reducing exposure. Attendees will gain insight into practical steps that can strengthen awareness, improve resilience, and help reduce overall organizational risk. 2:30 – 2:50 pm Break 2:50 – 4:20 pm Gazing into the Crystal Ball: looking Ahead to 2027-28 Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA What will be driving employment across different sections of the State in 2027-28? What role will data centers play, especially in the region above I10? What will the war's impact be on the oil, LNG, and chemical sectors of the economy? Has AI begun to have an impact on employment trends? The 2026 Business & Industry 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. Women's Conference (Wednesday, August 12) Ethics for Business & Industry (Wednesday, August 12) Ledgers and Legends Ball (Saturday, August 15) Ethics for Public Practice (Sunday, August 16) Louisiana/Governmental Accounting & Auditing Conference (Monday, August 17 and Tuesday, August 18) Forensic, Litigation, and Valuation Services Conference (Monday, August 17 and Tuesday, August 18)
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ACPEN: Addressing Misconduct
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Online/Webcast
1.00 Credits
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The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency, and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.
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Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online/Webcast
2.00 Credits
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CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Mastering Partnership Basis: Inside and Outside Basis
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Online/Webcast
2.00 Credits
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This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Taking Advantage of Like-Kind Exchanges
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Online/Webcast
2.00 Credits
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When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as a "like-kind exchange." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision. Please Note: due to overlap with the ISL4 course, customers should not take both.
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K2's Data Analytics For Accountants And Auditors
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Online/Webcast
4.00 Credits
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In today's world of "Big Data," every business professional is a data analyst to some extent. This is especially true for auditors, who increasingly rely on data analytics to identify situations that require follow-up and investigation. Those who master the tools and techniques for thorough data analysis can achieve superior results in less time. Join our dynamic session to unlock the full potential of data analytics! You'll explore various tools and techniques, including Excel, multiple Excel add-ins, and Microsoft's Power BI application. Whether you're looking to enhance your skills or dive deeper into the world of data analytics, this course is designed for you. Our expert instructors will guide you through practical, real-world examples, ensuring you grasp the key concepts and apply them effectively. Don't miss this opportunity to elevate your data analysis skills and stay ahead in your field. Enroll now and transform your approach to data analytics!
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Understanding and Creating an Internal Control System
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Online/Webcast
8.00 Credits
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Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Executive Presence, Personal Brand: Structure Your Narrative
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Online/Webcast
1.00 Credits
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Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition, and a concise executive biography. Participants will analyze how credibility is established through clarity, relevance, and alignment with audience needs. The course emphasizes service-centered communication rather than self-promotion and provides structured guidance for refining professional messaging in leadership and client-facing contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Fundamentals of Form 1040 -- Business
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Online/Webcast
4.00 Credits
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This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Current Cybersecurity Risk Management Trends
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Online/Webcast
2.00 Credits
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One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The Future of Audit: Technology, Talent & Transformation
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Online/Webcast
1.00 Credits
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The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives, and audit committee chairs, participants will explore how artificial intelligence, blockchain, and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality, and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Analyzing Financial Statements
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Online/Webcast
2.00 Credits
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This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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ChatGPT and Advanced Financial Analysis for Accountants
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Online/Webcast
2.00 Credits
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This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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ACPEN: K2’s Getting Control Of Your OneDrive Account
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Online/Webcast
1.00 Credits
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Many professionals use OneDrive but don't realize-or use-its full capabilities. Whether you have a business or personal account-or both-OneDrive offers features to enhance productivity and improve data security. Join this exclusive session to discover the advantages of using OneDrive for data storage and collaboration. In it, you will learn how to manage relevant risks and integrate OneDrive seamlessly into your daily workflows. Don't miss this chance to enhance your efficiency and security. Sign up now and unlock the full potential of OneDrive for you and your team.
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Calculating the Retirement Need
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Online/Webcast
1.00 Credits
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For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals, and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Adobe Acrobat Tips for Working with PDF Files
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Online/Webcast
2.00 Credits
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If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Performing Preparation, Compilation and Review Engagements
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Online/Webcast
2.00 Credits
Compliance is key to a successful engagement. You'll learn how to stay in compliance with all professional standards relevant to your preparation, compilation, and review engagements.
