CPE Catalog & Events

**Gulf Lodge hotel rooms are sold out but we have a cottages at the Lodge available and a discounted room block available at the Hilton Garden Inn! 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, Louisiana, Kentucky, 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! AGENDA: Sunday, July 20 4:00 pm   Registration/The Lodge Check In 5:00 - 6:00 pm  Optional CPE Bonus Session Sponsored by ZOHO K2's Technology Update Thomas G. Stephens, Jr., CPA, CGMA, CITP • Shareholder, K2 Enterprises • Woodstock, GATechnology – an indispensable asset – continues to amaze and mature. However, keeping up with advances in Artificial Intgelligence, collaboration tools, new features in common tools such as Excel, and the expansion of business intelligence platforms can seem like a full time job! In this session, you will learn about these and other technologies that can help you and your team reach levels of productivity you may have never dreamed possible. We look forward to showing you how you can take full advantage of all your technology portfolio provides. 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 21 8:00 - 11:40 amTax UpdateLisa 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.Tuesday, July 228:00 - 9:40 amQM StandardsRandy Milligan, CPA • Landmark CPAs • Little Rock, ARSherry Chesser, CPA • Landmark CPAs • Little Rock, AR 9:40 - 10:00 am Break & Visit Exhibitors 10:00 - 11:40 amNavigating an Uncertain & Volatile Economic EnvironmentJoe Crosby • CEO - MultiState Associates, Inc. •  Alexandria, VAA collision of policy choices and geopolitical rivalries has created the most uncertain and volatile economic environment in decades. Keeping in mind Yogi Berra's maxim - "It's hard to make predictions, especially about the future" - this session will help participants better understand the current state of the economy, the factors most likely to influence growth (or lack thereof) in the coming months, implications for state budgets and revenue, and potential tax policy responses if revenue shortfalls develop. Wednesday, July 238:00 - 9:40 amFire side chat with Barry Melancon and Participating State Society CEOsBarry Melancon, CPA, CGMA • Retired CEO of AICPAHighly audience interactive session on issues impacting the profession today and tomorrow with a taste of history and why some things are the way they are today.  9:40 -10:00 am Break & Visit Exhibitors10:00 – 11:40 amAI and CybersecurityJustin Headley •  Warren Averett •  Birmingham, ALThis session on AI and Cybersecurity will explore the disparities in understanding these critical areas and the challenges they present. We'll discuss why these issues arise and emphasize the importance of robust governance controls to safeguard both your CPA firm and your clients' businesses. Strengthening your knowledge in these domains is essential for maintaining trust and security in today's informational ecosystem.Thursday, July 24 8:00 - 11:40 amAccounting & Auditing UpdateKurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LAThis course will cover recently issued standards that relate to United States GAAP and performance of auditing through preparation engagements. You will learn how to account for crypto currency and hear about the top peer review issues. Join us to get the most up to date information from the AA world. Friday, July 258:00 - 9:40 amCurrent Fraud Trends from the FBI Perspective/The Randall Beane InvestigationParker Still • FBI • Mobile, ALSSA Parker Still will present on current fraud trends from the perspective of a white-collar FBI supervisor in the field. The trends discussion will focus on business e-mail compromise, international fraudsters, virtual currency as well as emerging trends such as synthetic identity fraud. The presentation will conclude with the Randall Beane case which takes the audience from the time a complaint is received by the FBI through trial. The Beane case highlights many of the trends that will be discussed by providing a real-world example. 9:40 -10:00 am Break & Visit Exhibitors10:00 – 11:40 amDeep WorkKenny Broom, CPA, CBP • MG Stover • Dallas, TXHow do you get the most out of your day and week? In this session, we will discuss the skills and strategies to become more productive and provide greater value to your place of work and those you serve.Learning Objectives:The goal of this session is to:•            Discuss what Deep Work is and why it is important•            Provide best practices for incorporating Deep Work into your daily routine; and•            Share best practices for eliminating distractions. 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.

Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference Now unified into one dynamic experience, this event will gather over 250 CPAs for an in-person learning and networking opportunity like no other.At this conference, you’ll be able to choose from specialized tracks tailored to your interests, making it easy to connect directly with governmental accountants, auditors, and top CPAs from across Louisiana. Whether you’re looking to deepen your expertise or grow your professional network, this is the place to be.The all-new Ledgers & Legends Week at the Ritz-Carlton in New Orleans features a full week of conferences, rich with CPE, networking, and celebration. Don’t miss the Annual Meeting to welcome new leadership or the can't-miss 1st Annual Ledgers & Legends Ball—a night of recognition and connection. Explore the full lineup by clicking the Agenda tab above. You’ll find session details, track options, featured speakers, and Yellow Book credit opportunities. While we ask you to select your sessions during registration to help us plan, you’re welcome to attend any you'd like on the day of the event.

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Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference Now unified into one dynamic experience, this event will gather over 250 CPAs for an in-person learning and networking opportunity like no other.At this conference, you’ll be able to choose from specialized tracks tailored to your interests, making it easy to connect directly with governmental accountants, auditors, and top CPAs from across Louisiana. Whether you’re looking to deepen your expertise or grow your professional network, this is the place to be.The all-new Ledgers & Legends Week at the Ritz-Carlton in New Orleans features a full week of conferences, rich with CPE, networking, and celebration. Don’t miss the Annual Meeting to welcome new leadership or the can't-miss 1st Annual Ledgers & Legends Ball—a night of recognition and connection. Explore the full lineup by clicking the Agenda tab above. You’ll find session details, track options, featured speakers, and Yellow Book credit opportunities. While we ask you to select your sessions during registration to help us plan, you’re welcome to attend any you'd like on the day of the event.    

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Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference Now unified into one dynamic experience, this event will gather over 250 CPAs for an in-person learning and networking opportunity like no other.At this conference, you’ll be able to choose from specialized tracks tailored to your interests, making it easy to connect directly with governmental accountants, auditors, and top CPAs from across Louisiana. Whether you’re looking to deepen your expertise or grow your professional network, this is the place to be.The all-new Ledgers & Legends Week at the Ritz-Carlton in New Orleans features a full week of conferences, rich with CPE, networking, and celebration. Don’t miss the Annual Meeting to welcome new leadership or the can't-miss 1st Annual Ledgers & Legends Ball—a night of recognition and connection. Explore the full lineup by clicking the Agenda tab above. You’ll find session details, track options, featured speakers, and Yellow Book credit opportunities. While we ask you to select your sessions during registration to help us plan, you’re welcome to attend any you'd like on the day of the event.  

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Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference Now unified into one dynamic experience, this event will gather over 250 CPAs for an in-person learning and networking opportunity like no other.At this conference, you’ll be able to choose from specialized tracks tailored to your interests, making it easy to connect directly with governmental accountants, auditors, and top CPAs from across Louisiana. Whether you’re looking to deepen your expertise or grow your professional network, this is the place to be.The all-new Ledgers & Legends Week at the Ritz-Carlton in New Orleans features a full week of conferences, rich with CPE, networking, and celebration. Don’t miss the Annual Meeting to welcome new leadership or the can't-miss 1st Annual Ledgers & Legends Ball—a night of recognition and connection. Explore the full lineup by clicking the Agenda tab above. You’ll find session details, track options, featured speakers, and Yellow Book credit opportunities. While we ask you to select your sessions during registration to help us plan, you’re welcome to attend any you'd like on the day of the event.  

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This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO  • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am   Break/Visit Exhibitors10:40 – 11:55 am  Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages.  It will include current case law, Daubert challenges, and other important factors to consider.  11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmReasonable Certainty: A Legal Perspectve on Calculating FutureRebekka C. Veith, JD • Partner - Fishmanb Haygood, LLP • New Orleans, LA Kerry J. Miller, JD • Partner - Fishman Haygood, LLP • New Orleans, LA C. Hogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LA1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CFE, CVA • FPS Consulting Group • Baton Rouge, LAAndre' Doguet • Commissioner Acadia Parish • Lafayette, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MS

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This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO  • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am   Break/Visit Exhibitors10:40 – 11:55 am  Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages.  It will include current case law, Daubert challenges, and other important factors to consider.  11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmReasonable Certainty: A Legal Perspectve on Calculating FutureRebekka C. Veith, JD • Partner - Fishmanb Haygood, LLP • New Orleans, LA Kerry J. Miller, JD • Partner - Fishman Haygood, LLP • New Orleans, LA C. Hogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LA1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CFE, CVA • FPS Consulting Group • Baton Rouge, LAAndre' Doguet • Commissioner Acadia Parish • Lafayette, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MS

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This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO  • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am   Break/Visit Exhibitors10:40 – 11:55 am  Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages.  It will include current case law, Daubert challenges, and other important factors to consider.  11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmReasonable Certainty: A Legal Perspectve on Calculating FutureRebekka C. Veith, JD • Partner - Fishmanb Haygood, LLP • New Orleans, LA Kerry J. Miller, JD • Partner - Fishman Haygood, LLP • New Orleans, LA C. Hogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LA 1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CFE, CVA • FPS Consulting Group • Baton Rouge, LAAndre' Doguet • Commissioner Acadia Parish • Lafayette, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MSTuesday, August 127:30 – 7:55 am Registration & Continental Breakfast/Webcast Access Opens at 7:307:55am  Opening Remarks8:00 – 8:50 amView From the BenchThe Honorable Wendy B. Vitter, Chief Judge • U.S. District Court for the Eastern District of Louisiana8:50 – 10:05 am  Fraud and CollusionYigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJMost fraud examiners and auditors are familiar with the fraud triangle and how fraudsters act. When it comes to collusion some of the assumptions in fraud detection, or the detection of material misstatements in an audit must be re-examined. Even with good internal controls, fraud by collusion is possible, so during this presentation we will understand how collusion is created. We will then explore practical tips for identifying collusion. This course is directed at both fraud examiners and auditors.10:05 am – 10:25 am Break/Visit Exhibitors10:25 – 11:35 amTips and Pitfalls to Avoid When TestifyingPanel TBA11:35 am – 12:35 pm Lunch/Visit Exhibitors12:35 - 1:25 pmBusiness Valuation from a Broker PerspectiveFrank deVay • Chaffe & Associates, Inc. • New Orleans, LA 1:25 – 2:15 pmFollow the Money – Unraveling Crypto Crimes through Blockchain TracingRichard Peters, CISSP, CISA, CDPSE, QSA • HKA • Houston, TX2:15 – 2:35 pm Break/Visit Exhibitors2:35 – 3:25 pmThe Business of Sports: Valuation of Sports FranchisesBryce Erickson, ASA, MRICS • Mercer Capital • Dallas, TX3:25 – 4:20 pmInsights from a MediatorRoger Javier, JD • The Javier Law Firm • New Orleans, LA

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This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August! Monday, August 118:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:008:25 am Opening Remarks8:30 – 9:25 amHot Topics in Valuation and Litigation ServicesRalph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA9:25 – 10:20 amForensic, Valuation and Litigation Risk ManagementDuncan Will, CPA/ABV/CFF, CFE • CAMICO  • San Mateo, CALeave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 10:20 – 10:40 am   Break/Visit Exhibitors10:40 – 11:55 am  Attacking & Defending Personal Injury & Wrongful Death Economic Damages Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MSAn overview of issues related to the calculations of personal injury and wrongful death economic damages.  It will include current case law, Daubert challenges, and other important factors to consider.  11:55 am – 12:55 pm Lunch/Visit Exhibitors12:55 – 1:45 pmReasonable Certainty: A Legal Perspectve on Calculating FutureRebekka C. Veith, JD • Partner - Fishmanb Haygood, LLP • New Orleans, LA Kerry J. Miller, JD • Partner - Fishman Haygood, LLP • New Orleans, LA C. Hogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LA1:45 – 2:35 pmValuation Sources and ToolsRiley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LAThis session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.2:35-2:55 pm Break/Visit Exhibitors 2:55- 4:05 pmLeveraging AI to transform your BVFLS practiceRod Burkert • rbCoaching • Bisbee, AZAs BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 4:05 – 4:50Family Law PanelTroy RushCPA, CVA, CFE • EisnerAmper • Metairie, LAMadison Field, CFE, CVA • FPS Consulting Group • Baton Rouge, LAAndre' Doguet • Commissioner Acadia Parish • Lafayette, LAModerator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MSTuesday, August 127:30 – 7:55 am Registration & Continental Breakfast/Webcast Access Opens at 7:307:55am  Opening Remarks8:00 – 8:50 amView From the BenchThe Honorable Wendy B. Vitter, Chief Judge • U.S. District Court for the Eastern District of Louisiana8:50 – 10:05 am  Fraud and CollusionYigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJMost fraud examiners and auditors are familiar with the fraud triangle and how fraudsters act. When it comes to collusion some of the assumptions in fraud detection, or the detection of material misstatements in an audit must be re-examined. Even with good internal controls, fraud by collusion is possible, so during this presentation we will understand how collusion is created. We will then explore practical tips for identifying collusion. This course is directed at both fraud examiners and auditors.10:05 am – 10:25 am Break/Visit Exhibitors10:25 – 11:35 amTips and Pitfalls to Avoid When TestifyingPanel TBA11:35 am – 12:35 pm Lunch/Visit Exhibitors12:35 - 1:25 pmBusiness Valuation from a Broker PerspectiveFrank deVay • Chaffe & Associates, Inc. • New Orleans, LA 1:25 – 2:15 pmFollow the Money – Unraveling Crypto Crimes through Blockchain TracingRichard Peters, CISSP, CISA, CDPSE, QSA • HKA • Houston, TX2:15 – 2:35 pm Break/Visit Exhibitors2:35 – 3:25 pmThe Business of Sports: Valuation of Sports FranchisesBryce Erickson, ASA, MRICS • Mercer Capital • Dallas, TX3:25 – 4:20 pmInsights from a MediatorRoger Javier, JD • The Javier Law Firm • New Orleans, LA

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This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August!Tuesday, August 127:30 – 7:55 am Registration & Continental Breakfast/Webcast Access Opens at 7:307:55am  Opening Remarks8:00 – 8:50 amView From the BenchThe Honorable Wendy B. Vitter, Chief Judge • U.S. District Court for the Eastern District of Louisiana8:50 – 10:05 am  Fraud and CollusionYigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJMost fraud examiners and auditors are familiar with the fraud triangle and how fraudsters act. When it comes to collusion some of the assumptions in fraud detection, or the detection of material misstatements in an audit must be re-examined. Even with good internal controls, fraud by collusion is possible, so during this presentation we will understand how collusion is created. We will then explore practical tips for identifying collusion. This course is directed at both fraud examiners and auditors.10:05 am – 10:25 am Break/Visit Exhibitors10:25 – 11:35 amTips and Pitfalls to Avoid When TestifyingPanel TBA11:35 am – 12:35 pm Lunch/Visit Exhibitors12:35 - 1:25 pmBusiness Valuation from a Broker PerspectiveFrank deVay • Chaffe & Associates, Inc. • New Orleans, LA 1:25 – 2:15 pmFollow the Money – Unraveling Crypto Crimes through Blockchain TracingRichard Peters, CISSP, CISA, CDPSE, QSA • HKA • Houston, TX2:15 – 2:35 pm Break/Visit Exhibitors2:35 – 3:25 pmThe Business of Sports: Valuation of Sports FranchisesBryce Erickson, ASA, MRICS • Mercer Capital • Dallas, TX3:25 – 4:20 pmInsights from a MediatorRoger Javier, JD • The Javier Law Firm • New Orleans, LA

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This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August!Tuesday, August 127:30 – 7:55 am Registration & Continental Breakfast/Webcast Access Opens at 7:307:55am  Opening Remarks8:00 – 8:50 amView From the BenchThe Honorable Wendy B. Vitter, Chief Judge • U.S. District Court for the Eastern District of Louisiana8:50 – 10:05 am  Fraud and CollusionYigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJMost fraud examiners and auditors are familiar with the fraud triangle and how fraudsters act. When it comes to collusion some of the assumptions in fraud detection, or the detection of material misstatements in an audit must be re-examined. Even with good internal controls, fraud by collusion is possible, so during this presentation we will understand how collusion is created. We will then explore practical tips for identifying collusion. This course is directed at both fraud examiners and auditors.10:05 am – 10:25 am Break/Visit Exhibitors10:25 – 11:35 amTips and Pitfalls to Avoid When TestifyingPanel TBA11:35 am – 12:35 pm Lunch/Visit Exhibitors12:35 - 1:25 pmBusiness Valuation from a Broker PerspectiveFrank deVay • Chaffe & Associates, Inc. • New Orleans, LA 1:25 – 2:15 pmFollow the Money – Unraveling Crypto Crimes through Blockchain TracingRichard Peters, CISSP, CISA, CDPSE, QSA • HKA • Houston, TX2:15 – 2:35 pm Break/Visit Exhibitors2:35 – 3:25 pmThe Business of Sports: Valuation of Sports FranchisesBryce Erickson, ASA, MRICS • Mercer Capital • Dallas, TX3:25 – 4:20 pmInsights from a MediatorRoger Javier, JD • The Javier Law Firm • New Orleans, LA

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Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference Now unified into one dynamic experience, this event will gather over 250 CPAs for an in-person learning and networking opportunity like no other.At this conference, you’ll be able to choose from specialized tracks tailored to your interests, making it easy to connect directly with governmental accountants, auditors, and top CPAs from across Louisiana. Whether you’re looking to deepen your expertise or grow your professional network, this is the place to be.The all-new Ledgers & Legends Week at the Ritz-Carlton in New Orleans features a full week of conferences, rich with CPE, networking, and celebration. Don’t miss the Annual Meeting to welcome new leadership or the can't-miss 1st Annual Ledgers & Legends Ball—a night of recognition and connection. Explore the full lineup by clicking the Agenda tab above. You’ll find session details, track options, featured speakers, and Yellow Book credit opportunities. While we ask you to select your sessions during registration to help us plan, you’re welcome to attend any you'd like on the day of the event.  

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Get ready for the ultimate accounting and auditing experience! The newly combined A&A Conference for CPAs brings together two powerhouse events: • Governmental Accounting & Auditing Conference• Louisiana Accounting & Auditing Conference Now unified into one dynamic experience, this event will gather over 250 CPAs for an in-person learning and networking opportunity like no other.At this conference, you’ll be able to choose from specialized tracks tailored to your interests, making it easy to connect directly with governmental accountants, auditors, and top CPAs from across Louisiana. Whether you’re looking to deepen your expertise or grow your professional network, this is the place to be.The all-new Ledgers & Legends Week at the Ritz-Carlton in New Orleans features a full week of conferences, rich with CPE, networking, and celebration. Don’t miss the Annual Meeting to welcome new leadership or the can't-miss 1st Annual Ledgers & Legends Ball—a night of recognition and connection. Explore the full lineup by clicking the Agenda tab above. You’ll find session details, track options, featured speakers, and Yellow Book credit opportunities. While we ask you to select your sessions during registration to help us plan, you’re welcome to attend any you'd like on the day of the event.  

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Join Us at the 2025 LCPA Women’s Conference – Now at the Ritz-Carlton, New Orleans!Get ready for an unforgettable experience of inspiration, connection, and celebration at this year’s CPA Women’s Conference. As part of Ledgers & Legends Week, this dynamic event blends professional development with personal empowerment, offering a vibrant mix of CPE sessions, networking, and a fun lunch you won’t want to miss! 7:30 – 7:55 am Registration and Continental Breakfast7:55 – 8:00 am Welcome & Opening Remarks8:00 – 9:30 amWired to Win: Unlocking Your Brain’s Blueprint for Professional PowerHannah Sensenbrenner Morrow, M.S. • Intuition Works •  New Orleans, LAEver wonder why you click with some colleagues and clash with others—or why certain projects light you up while others make you want to fake a Wi-Fi outage? (We’ve all been there.) In this interactive session, we’ll explore the Emergenetics Profile, a neuroscience-based tool that reveals how you’re wired to think, behave, and communicate. You’ll gain powerful insights into your natural strengths and learn how to flex your style to build stronger relationships, reduce miscommunication, and lead with authenticity. This is self-awareness with a purpose—and a few laughs along the way. Because the better you understand yourself, the more unstoppable you become.9:30 – 9:50 am  Break9:50 – 10:40 amEstate PlanningJulie Rosenzweig, Esq. • Julie Rosenzweig Attorney at Law • Lafayette, LA10:40 – 11:30 amBoundaries & Business: Reclaim Your Day, Redefine Your SuccessMelissa Terito, CPA • Faulk & Winkler • Baton Rouge, LAIn a world that celebrates hustle and constant availability, setting boundaries can feel uncomfortable—or even impossible. But the truth is, burnout isn’t a badge of honor. In this keynote, Melissa shares her personal journey from overwhelmed professional to intentional leader, offering practical strategies for setting boundaries at work and in life. Audiences will leave feeling empowered to take back control of their time, say no with confidence, and redefine what success looks like on their own terms.11:30 am – 12:30 pm   Lunch12:30 – 1:20Culture & Communication: How to Inspire, Influence, and Create a Positive Work EnvironmentMary Jane Walsh • Mary Jane Walsh THRIVE – Business and Life Coaching • New Orleans, LAA positive workplace culture isn’t built by policies—it’s built by people. In this session, participants will learn how the way they speak, listen, and follow through can inspire trust, drive accountability, and elevate morale—no matter their role.1:20 – 2:10From Burnout to Balance: Rewiring the Way Women Handle StressNicole Schoolfield • Owner - Be Extra Yoga • New Orleans, LAWomen today are achieving more than ever—breaking glass ceilings, leading companies, raising families, showing up for their communities, and still feeling the pressure to do it all. But success, when paired with the constant demands of modern life, often leaves women feeling overwhelmed, depleted, and burnt out.In this powerful and practical session, Nicole Schoolfield—CEO, wellness counselor, and founder of a women- and girl-focused athletic brand—opens up about her personal journey with burnout and stress. She’ll share how small but intentional shifts in mindset, nutrition, and nervous system regulation can create lasting calm in the chaos.Together, we’ll explore what stress really does to the body, how chronic stress becomes normalized, and the five pillars that can help women reclaim clarity, energy, and emotional freedom—starting today.This workshop is designed to be deeply relatable, immediately applicable, and grounded in both science and soul. We will go beyond surface-level self-care and get to the root of how women can truly thrive.2:10 – 2:30 Break2:30 – 3:30Goal SettingLauren Navarre, JD • Arena Collective • Slidell, LA• Establish your Core Values, Purpose, and Ideal Client to set Intentional SMART Goals• Pinpoint Tools to Maintain Focus.3:30 – 4:20Do 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.

The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event.

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The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event.

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The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event.

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The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event.

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The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event.

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The Business & Energy Conference is now bigger and better than ever! This year, we’ve merged two major events into one expanded experience: • Business & Industry Conference• Energy Conference With this powerful combination, the event offers even more opportunities for learning and networking. Sessions span both tracks, giving you the chance to connect with professionals across diverse sectors—including key decision-makers and industry influencers. This is your opportunity to broaden your knowledge, strengthen your network, and gain insights from some of the brightest minds in business and energy.As part of your registration, you’ll also receive a free ticket to the Annual Meeting Lunch on Friday, where we’ll welcome new leadership and look ahead to the future of the profession. It’s a great chance to engage with your peers and hear what’s ahead for the industry. Don’t leave early—Friday night is the 1st Annual Ledgers & Legends Ball at the Ritz-Carlton. This exciting, black-tie optional event is all about celebrating the accomplishments of CPAs in a fun, festive setting. Expect an unforgettable evening of connection and celebration!Click the agenda tab at the top of this page to view sessions, speakers, and times. When registering, you’ll select your sessions to help us plan room sizes, but feel free to attend any session you choose on the day of the event.

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