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.
Trump Accounts/Section 530A Account: What CPAs Should Know for Client Planning
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Online/Webcast
1.00 Credits
Learn the essentials and practical application of these new account types before their funding begins this summer. This presentation will prepare you to handle client inquiries effectively. SPEAKERS Joseph M. Prisco Jr., JD, CFP ®Joe is a CERTIFIED FINANCIAL PLANNER® Professional and Estate Planning Lawyer. Mr. Prisco has worked at a multinational financial firm, at a regional financial firm with multiple bank branches under his purview, and as founder of Advocacy Financial, an SEC registered investment advisor, based in Covington, LA, since 2010.In 2015 he started a law firm, and together with a law partner, they specialize in estate planning, successions, and trusts. He is a graduate of the Moore School of Business at the University of South Carolina with a B.S. in Finance and Business Economics, a holder of a Certificate of Financial Planning from Georgetown University, and a Juris Doctor (J.D.) from The Loyola University New Orleans College of Law. Joe resides in Madisonville, LA with his wife, Laura, and three boys. Nicholas A. Bowers, CFP®Nick Bowers is a CERTIFIED FINANCIAL PLANNER® professional, serving in various financial and asset management roles since 2014. Prior to joining Advocacy Financial, where he is a Partner, Nick was the Director of Business Strategy at Innealta Capital, a quantitative asset management firm in Austin, Texas, where he focused on national accounts and key advisory relationships. Prior to Innealta, he worked at Dimensional Fund Advisors, a global asset management firm, where he educated financial advisors on how to build effective investment strategies that leverage evidence-based portfolio construction techniques. He holds both a Bachelor’s and Master’s degree in Finance from Louisiana State University. Originally born in Texas, Nick grew up on the Northshore. He now lives in Covington with his wife Maggie, his son Thomas, and Red Fox Lab, Emma.
2026 Summer Education Conference
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Gulf Shores
20.00 Credits
**Hotel reservation link will be sent in your Conference Registration Confirmation email. Open to all CPAs, featuring a diverse range of hot topics to keep you informed and ahead in the field.All CPAs are invited to join the Alabama, Arkansas, Florida, Louisiana, and Texas CPA Societies for the Summer Education Conference in Gulf Shores, AL. Pack up the family and enjoy 4 hours of CPE each morning, with the rest of the day free to relax on the beach, kayak, or explore local attractions. It’s the perfect blend of vacation and professional growth, offering a unique chance to network with CPAs from across the SEC!Sunday, July 194:00 pm Conference Registration 6:00 - 7:30 pm SEC Networking Reception Tailgate Show your school spirit by wearing your team colors and join us for a lively tailgate reception to kick off the conference! Network with fellow state societies, enjoy delicious food, and connect before the sessions begin. The reception is complimentary for registrants, with adult guests at $25 and children at $10. Please remember to rsvp and pre-pay for any reception guests before arriving in Gulf Shores to secure your spot.Monday, July 208:00 - 9:40 am Professional Opportunities Update (Rise to the Future Together)Mark Koziel Join Mark Koziel, President & CEO of the AICPA and CEO of the Association of Certified Professional Accountants, as he looks to the future and provides an update on the challenges and opportunities facing the profession. Discover how the profession is rising to meet the moment and how the Association is working to empower innovation, leadership, and inspiration for the next generation of CPAs and CGMAs.9:40-10:00 Break10:00 - 11:40 amDo You Smell Something Burning? Dr. Angela White Bazile, Esq. • Judges & Lawyers Assistance Program, Inc. • Mandeville, LABurnout is a form of chronic stress that stems from prolonged workloads, tight deadlines, and intense pressure to maintain accuracy and compliance. It can result in mental health issues such as anxiety, depression, emotional exhaustion, and a reduced sense of personal effectiveness. The cyclical nature of peak seasons and the demand for precision can make it difficult for accountants to find work-life balance, contributing to long-term mental and emotional strain.Tuesday, July 218:00 - 11:40amTax Update Lisa McKinney, CPA • University of Alabama, Culverhouse School of Accountancy • Tuscaloosa, ALThis workshop will cover recent legislative, administrative, and judicial developments that affect tax compliance and consulting. CPAs from all levels can benefit from the workshop.Wednesday, July 228:00 - 9:40 amUpdate on AI for the Accounting Profession Paul M. Perry, FHFMA, CDPSE, CISM, CITP, CPA • Warren Averett • Birmingham, ALAs artificial intelligence quickly becomes part of our everyday lives, it brings with it more comprehension needs, risk, and capabilities. IT almost requires a daily refresh on what was and what will become. Simply, AI is a powerful tool and, at times, a crutch – but never a replacement for human judgment, context, or accountability. Participants will explore where AI adds real value (content creation, summarization, efficiency gains), where it creates new exposures (data leakage, false confidence, over reliance), and how accountants must apply professional skepticism, governance, and security controls to use AI safely. The session will explore every aspect of our professional life and the abilities that we can (and should) turn over to AI and those that should remain firmly human responsibilities.9:40-10:00 am Break10:00 - 11:40 amMergers and Acquisitions, Business Valuations Robert P. Gray, CPA, ABV, CFF, CGMA, CFE • Gray Schrupp & Associates • Dallas, TXThursday, July 238:00 - 11:40 amAccounting and Auditing Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThis session will cover new standards issued by the FASB, Auditing Standards Board, and AICPA Accounting and Review Services Committee. Hot topics in peer review will also be covered, along with emerging issues in the accounting and auditing field.Friday, July 248:00-9:40Wall Street, Washington, and West Coast: An Economic UpdatStephen Morgan • Senior Vice President, Investment Director – Hancock Whitney Asset Management • New Orleans, LAPolicymakers are reshaping global trade and upending international relations as the U.S. Federal Reserve enters a new era. Meanwhile, artificial intelligence and other factors are rewriting labor force dynamics. We’ll examine the new economic and financial market landscape in light of these developments.9:40-10:00 am Break10:00 - 11:40The CPA as Connector: Adding Value Without Being the Forensic Expert Ralph A. Litolff, Jr., CPA/ABV/CFF, CVA, MBA • RAL Forensics, LLC • Metairie, LAForensic accounting is often treated as a single specialty, but it encompasses multiple distinct disciplines, each designed to address different client needs and situations. This session is designed for CPAs across all practice areas and focuses on helping attendees understand how forensic accounting differs from traditional CPA services and how to identify which type of forensic expertise best fits a client’s circumstances. The session emphasizes the CPA’s role as a trusted advisor and connector. Attendees will learn how to recognize when matters move beyond traditional CPA services, what information is helpful to gather early, and how to manage client expectations before a forensic specialist is engaged. The goal is for CPAs to leave feeling more confident adding value by connecting clients with the right forensic expertise at the right time. Learning ObjectivesUpon completion of this session, participants will be able to:• Identify major forensic accounting disciplines and their common use cases• Recognize client scenarios where forensic expertise may be appropriate• Understand how CPAs add value by serving as connectors Important Note: Starting June 30th, a $200 cancellation fee will apply due to commitments with the hotel, catering, and event planning. We appreciate your understanding.
Unlocking Deep Secrets: Case Studies in Financial Analysis
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Online/Webcast
2.00 Credits
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Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance. - Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends. - Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance. - Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity, and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business. This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance. 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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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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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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Surgent's Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes
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Online/Webcast
2.00 Credits
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Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides accounting and finance professionals with the background to understand what kinds of income constitute self-employment income and earned income. It covers strategies that can be used to reduce clients' exposure to the self-employment tax and Social Security tax.
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What's Changing in A&A for Governmental Entities (2026/27)
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Online/Webcast
2.00 Credits
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This comprehensive course provides a timely update on key accounting and auditing developments affecting governmental entities, bringing together recent standard-setting, auditing, and compliance changes into a single, cohesive learning experience. Participants will begin with an update on major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105, along with a high-level overview of active GASB exposure drafts and ongoing projects. Emphasis is placed on understanding how these changes affect governmental financial reporting, disclosures, and communication with stakeholders. The course then shifts to auditing developments, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office, including changes related to quality management, effective dates, and recent updates to the Green Book. Participants will also gain insight into the GAO's implementation delay and its implications for audit planning. Finally, the course addresses recent changes affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, recent Office of Management and Budget (OMB) memoranda, and reporting changes related to SAM.gov. Designed for auditors, preparers, and financial leaders working with governmental entities, this course helps participants understand how recent accounting and auditing changes intersect-and what to watch for as expectations continue to evolve. 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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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.
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How Fraud Can Affect Smaller Organizations
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Online/Webcast
4.00 Credits
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Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security. 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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Beyond the Basics: Financial Ratios You Might Be Overlooking
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Online/Webcast
1.00 Credits
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Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency. 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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Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence
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Online/Webcast
2.00 Credits
Peer review deficiencies commonly relate to the design, documentation, and evaluation of the results of analytical procedures. This course will provide examples of how to strengthen evidence resulting from preliminary, substantive, and final analytics. It will reinforce the elements of strong analytical procedures that may enhance the quality of audits. Speaker - Jennifer Louis
Surgent's Anatomy of a Ransomware Event and Incident Response
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Online/Webcast
2.00 Credits
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The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken, and how the chances of experiencing one can be reduced. Join us to learn about these topics so you can be prepared with the best response and the knowledge to avoid common mistakes in a ransomware event.
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Surgent's Guide to Partner Capital Account Reporting
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Online/Webcast
2.00 Credits
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Accounting and finance professionals are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This webinar covers exactly that. For accounting and finance professionals preparing partnership 1065 forms, this course explains these complex rules in practical and understandable terms.
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Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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Online/Webcast
2.00 Credits
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Advisors often ask clarifying questions as they increasingly gain an understanding of new and existing tax laws that govern IRAs. Some provisions see more questions than others due to their complexity, popularity, and level of impact on tax benefits. This course focuses on the top 20 of these questions and on SECURE Act 1.0, SECURE Act 2.0, and other hot topics. This course aims to help the advisor provide clients with the correct responses based on their IRA profiles.
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CFO Solutions to IRS Problems
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Online/Webcast
4.00 Credits
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Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. 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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S Corporations: Calculating Shareholder Basis
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Online/Webcast
2.00 Credits
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A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many 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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Cybersecurity: Protecting Your Firm's Data and Reputation
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Online/Webcast
2.00 Credits
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Cybersecurity protection of digital data continues to be a top priority for CPAs. The cyber threats continue to increase and are becoming more sophisticated with the advent of AI technology. The first step is to understand what the primary threats are, the potential damage they can inflict, and, most importantly, how to mitigate the risks. This course will prepare you have informed conversations with your IT service providers to ensure you are employing best practices in cybersecurity protection. 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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Profiles in Fraud
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Online/Webcast
1.00 Credits
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Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. 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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Resistance to Resilience: Strive for Tech Change Acceptance
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Online/Webcast
1.00 Credits
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Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and automation, and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM), and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. 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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MBAexpress: Effective Change Management - V 2.0
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Online/Webcast
1.00 Credits
How do you react to change? (bold) Change can be difficult, even when it's good and for the right reasons. In this webcast, you'll learn: How varying personality traits respond to change The five change management principles Kotter's eight step change model