CPE Catalog & Events

Join Us at the 2026 LCPA Women’s Conference – Ritz-Carlton, New Orleans as part of Ledgers & Legends Week.This year’s conference blends high-impact CPE sessions with personal and professional development focused on leadership, wellness, work-life integration, and long-term success. From building confidence and navigating workplace dynamics to managing stress and planning for the future, each session is designed to help women thrive in both career and life.Enjoy a full day of engaging speakers, powerful insights, interactive experiences, and valuable networking, all culminating in moments of connection and renewal you won’t find anywhere else. Join us for a conference where women don’t just learn and network, they pause, connect, and brew their best lives together. Bring your personality, your confidence, and wear your favorite tea-party attire as we gather for an inspiring and memorable event. AGENDA: 7:30 – 7:55 am Registration and Continental Breakfast  7:55 – 8:00 am Welcome & Opening Remarks  8:30 – 9:30 am Own Your Worth: How to Increase Your Value Professionally and Personally Mary Jane Walsh • Mary Jane Walsh THRIVE – Business and Life Coaching • New Orleans, LA This session delivers the psychology, the language, and the relationship strategy to see value clearly, communicate it confidently, and turn it into the recognition, opportunity, and compensation it commands. Doing excellent work is not the same as being valued for it, and closing that gap is a learnable skill, not a personality trait.  9:30 – 10:30 am Lost in Translation: Communicating with Confidence Across GenerationsMelissa Thompson, PhD • Success Labs • Baton Rouge, LAToday's workplace spans four generations, and what reads as confident communication in one may land as dismissive or unclear in another. This session explores how generational differences shape the way we speak, listen, and lead, and offers practical tools for communicating with clarity and confidence across those divides. 10:30 – 10:50 am  Break  10:50 am – 12:05 pm Spreadsheet by Day, Real Life Always Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA Gretchen Fischer, CPA, MBA • Ericksen Krentel LLP • New Orleans, LA Nene Glenn Gianfala, CPA/ABV, ASA-BV/IA • Chaffe & Associates • New Orleans, LA Jennifer Fuselier, CPA • EisnerAmper • Metairie, LA Kearia White, CPA • Kearia White, CPA, LLC • Broussard, LA Catherine Roe, CPA • Cowart Roe CPA LLC • Metairie, LA Women today are balancing demanding careers, leadership roles, family responsibilities, and personal goals — often all at once. Hear from industry leaders as they share honest insights on flexibility, burnout prevention, career growth, and creating workplaces where professionals can thrive both inside and outside the office.  12:05 – 1:05 pm   Lunch  1:05 – 1:55 Health and Wellness In Stressful Times Laila Morcos Zissis, PCC, NBC-HWC, CMC • Owner/Laila Morcos Zissis, LLC • New Orleans, LA Did you know that chronic stress doesn't just live in your mind—it physically rewires your body? If you are a female leader running on empty, it’s time to stop treating wellness as a luxury and start treating it as your greatest business asset. In this powerful, data-driven talk, transformational coach Laila Morcos Zissis shares how to stop managing symptoms and start healing at the root. Discover how to transform stress into sustainable performance, optimize your cellular energy, and become the most vibrant, resilient version of yourself – even during global chaos!   1:55 – 2:25 Break, Bend & Defend: A Collaborative Fitness & Defense Session Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA Experience an energizing and interactive 30 minute session designed to build confidence, connection, and practical skills. Participants will engage in a dynamic teamwork demonstration, including guided board breaking that highlights trust, focus, and collective support. The session also incorporates light stretching to promote mobility and reduce tension, followed by an introduction to simple, effective self defense techniques for everyday awareness and personal safety. Perfect for all experience levels, this session blends movement, empowerment, and collaboration in a fun and supportive environment.  2:25 – 2:45 Break  2:45 – 3:35  Pass the Torch (Without Getting Burned) Nene Glenn Gianfala, CPA/ABV, ASA-BV/IA • Chaffe & Associates • New Orleans, LA Vanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LA Privately held businesses are often the cornerstone of an owner’s wealth, making a well-structured succession plan essential for a successful retirement. This session will explore practical strategies for transitioning ownership in today’s M&A environment, including timing considerations, market dynamics, and aligning exit goals with current deal conditions. Attendees will gain insight into how to position a business for a smooth transition while maximizing value and minimizing disruption.  3:35 – 4:50 From Survive to Thrive: Slowing Down to Speed Up Hannah Sensenbrenner Morrow, M.S. •?Intuition Works •?New Orleans, LA In today's fast-changing world, creativity and innovation are not just buzzwords—they are essential leadership skills. Yet, many leaders unknowingly operate in survival mode, prioritizing efficiency, stability, and the age-old "Because we've always done it this way" excuse at the expense of experimentation, new ideas, and moving forward.  This highly interactive session will challenge leaders to break free from old patterns and embrace a Thrive mindset—one that starts with a counterintuitive truth: sometimes the fastest path forward begins with slowing down. By creating space to pause, reflect, and reset, leaders can build the psychological safety their teams need to take risks, surface new ideas, and innovate with confidence.  Through applied improvisation, engaging discussions, and real-world leadership frameworks—including Kotter's Survive & Thrive Channels—participants will explore how intentional pauses and a culture of reflection can unlock creativity and adaptability across their organizations. This isn't your normal workshop—it's a judgment-free creative playground where leaders will practice taking risks, challenging assumptions, and leading outside the lines.  The 2026 Women’s Conference proudly kicks off the 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 a full week of learning, connection, and celebration across the profession. Business and Industry Conference (Thursday, August 13 and Friday, August 14) Annual Meeting Lunch & Election of Officers (Friday, August 14) 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) Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID.  LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.

Join us for the 2026 Business & Industry Conference, August 13–14 at The Ritz-Carlton, New Orleans, 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. Additional Highlights to Note Join us a day early for Ethics for Business and Industry session on Wednesday, August 12. Stay for the 2nd Annual Ledgers & Legends Ball on Saturday at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. 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) Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID.  LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.

More Dates

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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Join us for the 2026 Business & Industry Conference, August 13–14 at The Ritz-Carlton, New Orleans, 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. Additional Highlights to Note Join us a day early for Ethics for Business and Industry session on Wednesday, August 12. Included with your registration: a complimentary ticket to the Annual Meeting Lunch on Friday, featuring updates on leadership and a look ahead at the future of the profession, plus time to connect with peers.  Stay an extra night for the 2nd Annual Ledgers & Legends Ball on Saturday at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. 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) Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID.  LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.

More Dates

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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Join us for the 2026 Business & Industry Conference, August 13–14 at The Ritz-Carlton, New Orleans, 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. Additional Highlights to Note  Included with your registration: a complimentary ticket to the Annual Meeting Lunch on Friday, featuring updates on leadership and a look ahead at the future of the profession, plus time to connect with peers.  Stay an extra night for the 2nd Annual Ledgers & Legends Ball on Saturday at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. 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) Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID.  LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.

More Dates

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)

More Dates

We are still busy finalizing the amazing agenda for 2026.  Following a successful inaugural year, the combined Accounting & Auditing Conference for CPAs returns for its second year on August 17–18 at the Ritz-Carlton New Orleans as part of Ledgers & Legends Week.This unique event combines two premier conferences: Governmental Accounting & Auditing Conference Louisiana Accounting & Auditing Conference Bringing together more than 250 CPAs from across Louisiana, attendees can mix and match between the two specialized tracks, earn valuable CPE, and connect with professionals from across the state. It's two days of learning, networking, and insights designed to keep you ahead. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16 at The Ritz-Carlton. Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. August 17, 2026 7:30am - 7:55am Registration/Continental Breakfast  7:55am - 8:00am Opening Remarks  8:00am - 9:30am Accounting & Auditing Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL Kurt Oestriecher will provide an update on recently issued Accounting Standards Updates by the FASB as well as insight on standards currently in development. The session will focus on standards that broad-based. 9:30am – 9:50am Break         Concurrent Sessions 9:50am - 10:40am Implementing GASB Statements 103 and 105 (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events.?Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.   Non-Profit Update (LAAC) Karine Makaryan, CPA • Mauldin & Jenkins • Metairie, LAArman Aizadeh, CPA • Mauldin & Jenkins • Baton Rouge, LA 10:40am – 10:45am  Change Break   Concurrent Sessions 10:45am - 11:35am Implementing GASB Statements 103 and 105 - CONTINUED (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events.?Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.   Moving Your Write Up Practice from SSARS to Consulting Standards (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA The Accounting and Review Services Committee has issued SSARS 27 that will allow CPAs the option to by-pass SSARS and use Consulting Standards in issuing financial statements for your write-up practice. This session will explore the pros and cons of such a move and also discuss the impact on peer review for these engagements.   11:35am – 12:35pm Lunch   Concurrent Sessions 12:35pm – 1:50pm Single Audits and Uniform Guidance: What’s New, What’s Wrong, and What to Do  (GAAC) Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA State and local governments are facing a changing Single Audit environment driven by the 2024 Uniform Guidance updates, including the $1 million threshold increase and evolving expectations around internal controls, procurement, and subrecipient monitoring. At the same time, GAQC and AICPA continue to highlight deficiencies in internal control over compliance, major program determination, and SEFA reporting. This session provides a practical update and a focused look at key risk areas, including the wind-down of federal relief funding and recurring audit findings, with actionable insights to help strengthen compliance and improve audit quality.  Staying Current, Secure & Remote: Navigating the Current Tech Landscape and Cybersecurity (LAAC) Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA Technology evolves rapidly, bringing both breakthrough efficiencies and sophisticated security threats. This session provides a comprehensive update on the latest technology trends and pressing cybersecurity risks facing organizations today.? We will also focus on the work from home environment, examining the strict data integrity procedures needed to function securely outside the traditional office perimeter.   1:50pm – 2:05pm Change Break   2:05pm - 3:20pm Risk Assessment 3.0: Bringing Internal Controls Back Into the Planning ConversationJeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LATani Budde, CPA • Ericksen Krentel • New Orleans, LA Natalie Nguyen, CPA • Eisner Amper • Metairie, LAFrank Auberle, CPA • Mauldin & Jenkins • Metairie, LARisk assessment does not stop with identifying significant accounts and assertions. A thoughtful understanding of internal controls can shape how auditors identify risks, design procedures, and document the rationale behind their audit approach. In this interactive panel, practitioners from firms of different sizes will model real-life audit planning conversations focused on internal controls, including how control understanding may differ by industry, client size, system complexity, and firm methodology. Using practical scenarios and documentation examples, the panel will explore how auditors can move beyond checklist completion and use internal control considerations to support more effective, scalable, and well-documented risk assessment procedures. 3:20pm - 3:35pm Break  3:35pm - 4:35pm Resolving Fraud Hotline Complaints Kevin Kelley • Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will discuss the complaints received by the Legislative Auditor’s fraud hotline, how they are handled internally to include examples that are sent to the agency’s auditor and suggestions for addressing those complaints.  This session will also explain a recent investigative report.     The 2026 Accounting & Auditing 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. Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID.  LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.

More Dates

We are still busy finalizing the amazing agenda for 2026.  Following a successful inaugural year, the combined Accounting & Auditing Conference for CPAs returns for its second year on August 17–18 at the Ritz-Carlton New Orleans as part of Ledgers & Legends Week.This unique event combines two premier conferences: Governmental Accounting & Auditing Conference Louisiana Accounting & Auditing Conference Bringing together more than 250 CPAs from across Louisiana, attendees can mix and match between the two specialized tracks, earn valuable CPE, and connect with professionals from across the state. It's two days of learning, networking, and insights designed to keep you ahead. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16. Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. August 17, 2026 7:30am - 7:55am Registration/Continental Breakfast  7:55am - 8:00am Opening Remarks  8:00am - 9:30am Accounting & Auditing Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL Kurt Oestriecher will provide an update on recently issued Accounting Standards Updates by the FASB as well as insight on standards currently in development. The session will focus on standards that broad-based. 9:30am – 9:50am Break         Concurrent Sessions 9:50am - 10:40am Implementing GASB Statements 103 and 105 (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events.?Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.   Non-Profit Update (LAAC) Karine Makaryan, CPA • Mauldin & Jenkins • Metairie, LAArman Aizadeh, CPA • Mauldin & Jenkins • Baton Rouge, LA 10:40am – 10:45am  Change Break   Concurrent Sessions 10:45am - 11:35am Implementing GASB Statements 103 and 105 - CONTINUED (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events.?Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.   Moving Your Write Up Practice from SSARS to Consulting Standards (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA The Accounting and Review Services Committee has issued SSARS 27 that will allow CPAs the option to by-pass SSARS and use Consulting Standards in issuing financial statements for your write-up practice. This session will explore the pros and cons of such a move and also discuss the impact on peer review for these engagements.   11:35am – 12:35pm Lunch   Concurrent Sessions 12:35pm – 1:50pm Single Audits and Uniform Guidance: What’s New, What’s Wrong, and What to Do  (GAAC) Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA State and local governments are facing a changing Single Audit environment driven by the 2024 Uniform Guidance updates, including the $1 million threshold increase and evolving expectations around internal controls, procurement, and subrecipient monitoring. At the same time, GAQC and AICPA continue to highlight deficiencies in internal control over compliance, major program determination, and SEFA reporting. This session provides a practical update and a focused look at key risk areas, including the wind-down of federal relief funding and recurring audit findings, with actionable insights to help strengthen compliance and improve audit quality.  Staying Current, Secure & Remote: Navigating the Current Tech Landscape and Cybersecurity (LAAC) Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA Technology evolves rapidly, bringing both breakthrough efficiencies and sophisticated security threats. This session provides a comprehensive update on the latest technology trends and pressing cybersecurity risks facing organizations today.? We will also focus on the work from home environment, examining the strict data integrity procedures needed to function securely outside the traditional office perimeter.   1:50pm – 2:05pm Change Break   2:05pm - 3:20pm Risk Assessment 3.0: Bringing Internal Controls Back Into the Planning ConversationJeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LATani Budde, CPA • Ericksen Krentel • New Orleans, LA Natalie Nguyen, CPA • Eisner Amper • Metairie, LAFrank Auberle, CPA • Mauldin & Jenkins • Metairie, LARisk assessment does not stop with identifying significant accounts and assertions. A thoughtful understanding of internal controls can shape how auditors identify risks, design procedures, and document the rationale behind their audit approach. In this interactive panel, practitioners from firms of different sizes will model real-life audit planning conversations focused on internal controls, including how control understanding may differ by industry, client size, system complexity, and firm methodology. Using practical scenarios and documentation examples, the panel will explore how auditors can move beyond checklist completion and use internal control considerations to support more effective, scalable, and well-documented risk assessment procedures. 3:20pm - 3:35pm Break  3:35pm - 4:35pm Resolving Fraud Hotline Complaints Kevin Kelley • Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will discuss the complaints received by the Legislative Auditor’s fraud hotline, how they are handled internally to include examples that are sent to the agency’s auditor and suggestions for addressing those complaints.  This session will also explain a recent investigative report.     The 2026 Accounting & Auditing 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. Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID.  LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.

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Join us for the Forensic, Litigation & Business Valuation Workshop, part of the 2nd Annual Ledgers & Legends Week, and gain practical insights into today's most pressing issues in business valuation, forensic accounting, litigation support, and financial investigations. Learn from experienced practitioners, explore emerging trends, and strengthen your ability to navigate complex challenges with confidence and clarity. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16.  Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. AGENDA Monday, August 17  8:00 – 8:25 am Registration & Continental Breakfast 8:25 am Opening Remarks  8:30 – 9:20 am Hot Topics in Valuation and Litigation Services Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA  9:20 – 10:35 am Overview of AI-Related Valuation Consideration Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ This course examines valuation considerations for companies that develop or rely on artificial intelligence technologies. Participants will explore how AI affects key valuation inputs, including intangible assets, revenue sustainability, discount rates, and company-specific risk. The program also reviews the use of AI tools in valuation analysis, including comparable company searches and predictive analytics, while addressing regulatory and ethical issues that may affect defensibility of valuation conclusions.  10:35 – 10:55 am   Break/Visit Exhibitors  10:55 am – 12:10 pm   Intersection of M&A and Valuation: A Practical Approach  Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session explores how merger and acquisition concepts can inform business valuation, from enterprise value to net working capital and debt-like items. Attendees will gain practical guidance on how valuation principles apply to dealmaking and how dealmaking realities can apply to valuation.  12:10 – 1:10 pm Lunch/Visit Exhibitors  1:10 – 2:00 pm The Fraud Landscape Det. Michael Shard, CFCI, CCCI, CCCE • St. John Parish Sheriff's Office • Laplace, LA  2:00 – 2:50 pm Effective Expert Testimony for Jury Trials Sean McLaughlin, JD • Kean Miller • New Orleans, LA 2:50-3:10 pm Break/Visit Exhibitors  3:10 - 4:00 pm From Clause to Courtroom: Understanding Core Business and Employment Contracts in Damages and Disputes Linda Perez Clark, JD • Kean Miller • Baton Rouge, LAAndrew Mahtook, JD • Kean Miller • New Orleans, LADerek Brondum, JD • Kean Miller • Lafayette, LA 4:00 – 4:50 Expert Witness Pitfalls: A Panel Discussion Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA Bert Verdigets, CPA, CGMA, MBA, CFE, CFF • Bert F. Verdigets • Kenner, LA This live panel discussion will explore practical issues and emerging considerations relevant to virtual education, professional practice, and student-centered implementation. Panelists will share real-world experiences, lessons learned, and strategies that support effective decision-making in dynamic learning environments for Experts in a litigation matter. Through interactive discussion and audience engagement, participants will gain practical insights they can consider applying within their own educational, administrative, or professional roles.   

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Join us for the Forensic, Litigation & Business Valuation Workshop, part of the 2nd Annual Ledgers & Legends Week, and gain practical insights into today's most pressing issues in business valuation, forensic accounting, litigation support, and financial investigations. Learn from experienced practitioners, explore emerging trends, and strengthen your ability to navigate complex challenges with confidence and clarity. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16.  Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. AGENDA Monday, August 17  8:00 – 8:25 am Registration & Continental Breakfast 8:25 am Opening Remarks  8:30 – 9:20 am Hot Topics in Valuation and Litigation Services Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA  9:20 – 10:35 am Overview of AI-Related Valuation Consideration Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ This course examines valuation considerations for companies that develop or rely on artificial intelligence technologies. Participants will explore how AI affects key valuation inputs, including intangible assets, revenue sustainability, discount rates, and company-specific risk. The program also reviews the use of AI tools in valuation analysis, including comparable company searches and predictive analytics, while addressing regulatory and ethical issues that may affect defensibility of valuation conclusions.  10:35 – 10:55 am   Break/Visit Exhibitors  10:55 am – 12:10 pm   Intersection of M&A and Valuation: A Practical Approach  Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session explores how merger and acquisition concepts can inform business valuation, from enterprise value to net working capital and debt-like items. Attendees will gain practical guidance on how valuation principles apply to dealmaking and how dealmaking realities can apply to valuation.  12:10 – 1:10 pm Lunch/Visit Exhibitors  1:10 – 2:00 pm The Fraud Landscape Det. Michael Shard, CFCI, CCCI, CCCE • St. John Parish Sheriff's Office • Laplace, LA  2:00 – 2:50 pm Effective Expert Testimony for Jury Trials Sean McLaughlin, JD • Kean Miller • New Orleans, LA 2:50-3:10 pm Break/Visit Exhibitors  3:10 - 4:00 pm From Clause to Courtroom: Understanding Core Business and Employment Contracts in Damages and Disputes Linda Perez Clark, JD • Kean Miller • Baton Rouge, LAAndrew Mahtook, JD • Kean Miller • New Orleans, LADerek Brondum, JD • Kean Miller • Lafayette, LA 4:00 – 4:50 Expert Witness Pitfalls: A Panel Discussion Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA Bert Verdigets, CPA, CGMA, MBA, CFE, CFF • Bert F. Verdigets • Kenner, LA This live panel discussion will explore practical issues and emerging considerations relevant to virtual education, professional practice, and student-centered implementation. Panelists will share real-world experiences, lessons learned, and strategies that support effective decision-making in dynamic learning environments for Experts in a litigation matter. Through interactive discussion and audience engagement, participants will gain practical insights they can consider applying within their own educational, administrative, or professional roles.    

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We are still busy finalizing the amazing agenda for 2026.  Following a successful inaugural year, the combined Accounting & Auditing Conference for CPAs returns for its second year on August 17–18 at the Ritz-Carlton New Orleans as part of Ledgers & Legends Week.This unique event combines two premier conferences: Governmental Accounting & Auditing Conference Louisiana Accounting & Auditing Conference Bringing together more than 250 CPAs from across Louisiana, attendees can mix and match between the two specialized tracks, earn valuable CPE, and connect with professionals from across the state. It's two days of learning, networking, and insights designed to keep you ahead. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16 at the Ritz-Carlton. Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. August 17, 2026 7:30am - 7:55am Registration/Continental Breakfast  7:55am - 8:00am Opening Remarks  8:00am - 9:30am Accounting & Auditing Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL Kurt Oestriecher will provide an update on recently issued Accounting Standards Updates by the FASB as well as insight on standards currently in development. The session will focus on standards that broad-based. 9:30am – 9:50am Break         Concurrent Sessions 9:50am - 10:40am Implementing GASB Statements 103 and 105 (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events.?Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.   Non-Profit Update (LAAC) Spkr TBA  10:40am – 10:45am  Change Break   Concurrent Sessions 10:45am - 11:35am Implementing GASB Statements 103 and 105 - CONTINUED (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events.?Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.   Moving Your Write Up Practice from SSARS to Consulting Standards (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA The Accounting and Review Services Committee has issued SSARS 27 that will allow CPAs the option to by-pass SSARS and use Consulting Standards in issuing financial statements for your write-up practice. This session will explore the pros and cons of such a move and also discuss the impact on peer review for these engagements.   11:35am – 12:35pm Lunch   Concurrent Sessions 12:35pm – 1:50pm Single Audits and Uniform Guidance: What’s New, What’s Wrong, and What to Do  (GAAC) Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA State and local governments are facing a changing Single Audit environment driven by the 2024 Uniform Guidance updates, including the $1 million threshold increase and evolving expectations around internal controls, procurement, and subrecipient monitoring. At the same time, GAQC and AICPA continue to highlight deficiencies in internal control over compliance, major program determination, and SEFA reporting. This session provides a practical update and a focused look at key risk areas, including the wind-down of federal relief funding and recurring audit findings, with actionable insights to help strengthen compliance and improve audit quality.  Staying Current, Secure & Remote: Navigating the Current Tech Landscape and Cybersecurity (LAAC) Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA Technology evolves rapidly, bringing both breakthrough efficiencies and sophisticated security threats. This session provides a comprehensive update on the latest technology trends and pressing cybersecurity risks facing organizations today.? We will also focus on the work from home environment, examining the strict data integrity procedures needed to function securely outside the traditional office perimeter.   1:50pm – 2:05pm Change Break   2:05pm - 3:20pm Risk Assessment 3.0: Bringing Internal Controls Back Into the Planning ConversationJeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LATani Budde, CPA • Ericksen Krentel • New Orleans, LA Natalie Nguyen, CPA • Eisner Amper • Metairie, LAFrank Auberle, CPA • Mauldin & Jenkins • Metairie, LARisk assessment does not stop with identifying significant accounts and assertions. A thoughtful understanding of internal controls can shape how auditors identify risks, design procedures, and document the rationale behind their audit approach. In this interactive panel, practitioners from firms of different sizes will model real-life audit planning conversations focused on internal controls, including how control understanding may differ by industry, client size, system complexity, and firm methodology. Using practical scenarios and documentation examples, the panel will explore how auditors can move beyond checklist completion and use internal control considerations to support more effective, scalable, and well-documented risk assessment procedures. 3:20pm - 3:35pm Break  3:35pm - 4:35pm Resolving Fraud Hotline Complaints Kevin Kelley • Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will discuss the complaints received by the Legislative Auditor’s fraud hotline, how they are handled internally to include examples that are sent to the agency’s auditor and suggestions for addressing those complaints.  This session will also explain a recent investigative report.     August 18, 2026 7:30am - 7:55am Registration/Continental Breakfast  7:55am - 8:00am Opening Remarks   8:00am - 9:00am Auditing Hot Topics and Deficiencies Jeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LA  9:00am – 9:50amProfessional Issues Update/New Pathways for Future CPAs Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Director of Government & Political Affairs - Society of Louisiana CPAs • Metairie, LA Lisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA  9:50am – 10:10am Break  Concurrent Sessions 10:10am – 11:00am Fraud – Case Studies (GAAC) J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  Louisiana Economic Update (LAAC) Michael Hecht • Greater New Orleans, Inc • New Orleans, LA  11:00 – 11:05 Change Break   Concurrent Sessions 11:05am - 11:55am Beyond the Numbers: Identifying Fiscal Warning Signs and Communicating Concerns Effectively (GAAC) Judith "Judy" Dettwiller, CPA, CIA, MBA • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Jennifer Hawkins, CPA • Thomas, Cunningham, Broadway & Todtenbier CPAs • Natchitoches, LA Fiscal distress rarely occurs overnight. This session will examine common warning signs that may indicate a government is losing financial flexibility, including liquidity concerns, reliance on one-time revenues, governance challenges, and other emerging risks. Attendees will also learn approaches for communicating these observations in a constructive manner and helping clients look beyond the audit opinion and findings to better understand what their financial data may be signaling about future risks.  National Economic Update (LAAC) Stephen Morgan • Hancock Whitney • New Orleans, LA  11:55am – 12:55pm Lunch  Concurrent Sessions 12:55pm – 1:45pm Legal Update: The Highs and Lows of the ’26 Legislative Session (GAAC) Jenifer Schaye, JD, CFE • Louisiana Legislative Auditor’s Office • Baton Rouge, LA I will endeavor to offer an explanation of the legislation which directly impacts government audits.? I will also give an overview of significant legislation which will impact all citizens of Louisiana.?   Special Purpose Framework Reporting Measurement and Disclosure Issues  (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LACPAs typically think of the term “GAAP Departures” when describing a misstatement in financial statements. However, when a Special Purpose Framework (such as income tax basis) is used, such misstatements are referred to as “Framework Departures”. This session will delve into understanding how to determine the measurement, disclosure, and presentation requirements in Special Purpose Frameworks. 1:45pm – 2:05pm Break  2:05pm – 2:55pm AI Policies - Risk Management Spkr TBA  2:55pm - 4:25pm Beyond Automation: How CPAs Are Using AI to Add Value  Moderator: Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA Derek Foret, CPA • Partner, Hannis T. Bourgeois, LLP • Baton Rouge Nicolaus D. Simon, CPA • Darnall Sikes & Frederick • Lafayette, LA Maggie Perrien • Professional Practice Group, PwC • New Orleans, LA Marc Katsanis,  ABV, CFA, CPVA • Chaffe & Associates, Inc. • New Orleans, LA Join a panel of CPAs as they share how they are practically using AI to improve efficiency, enhance client service, and support their teams. Hear real-world examples, lessons learned, and honest insights on what’s working—and what’s not.   The 2026 Accounting & Auditing 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. Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID.  LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.

More Dates

We are still busy finalizing the amazing agenda for 2026.  Following a successful inaugural year, the combined Accounting & Auditing Conference for CPAs returns for its second year on August 17–18 at the Ritz-Carlton New Orleans as part of Ledgers & Legends Week.This unique event combines two premier conferences: Governmental Accounting & Auditing Conference Louisiana Accounting & Auditing Conference Bringing together more than 250 CPAs from across Louisiana, attendees can mix and match between the two specialized tracks, earn valuable CPE, and connect with professionals from across the state. It's two days of learning, networking, and insights designed to keep you ahead. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16. Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. August 17, 2026 7:30am - 7:55am Registration/Continental Breakfast  7:55am - 8:00am Opening Remarks  8:00am - 9:30am Accounting & Auditing Update Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL  9:30am – 9:50am Break         Concurrent Sessions 9:50am - 10:40am Implementing GASB Statements 103 and 105 (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events.?Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.   Non-Profit Update (LAAC) Karine Makaryan, CPA • Mauldin & Jenkins • Metairie, LAArman Aizadeh, CPA • Mauldin & Jenkins • Baton Rouge, LA 10:40am – 10:45am  Change Break   Concurrent Sessions 10:45am - 11:35am Implementing GASB Statements 103 and 105 - CONTINUED (GAAC) Dean Michael Mead, CGFM • Carr, Riggs & Ingram, LLC • Enterprise, AL This session will explore the ins and outs of applying GASB Statement No. 103, Financial Reporting Model Improvements, and Statement No. 105, Subsequent Events.?Key implementation challenges and important factors to consider will be discussed, using lessons learned from governments that have already begun implementation efforts.   Moving Your Write Up Practice from SSARS to Consulting Standards (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA The Accounting and Review Services Committee has issued SSARS 27 that will allow CPAs the option to by-pass SSARS and use Consulting Standards in issuing financial statements for your write-up practice. This session will explore the pros and cons of such a move and also discuss the impact on peer review for these engagements.   11:35am – 12:35pm Lunch   Concurrent Sessions 12:35pm – 1:50pm Single Audits and Uniform Guidance: What’s New, What’s Wrong, and What to Do  (GAAC) Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA State and local governments are facing a changing Single Audit environment driven by the 2024 Uniform Guidance updates, including the $1 million threshold increase and evolving expectations around internal controls, procurement, and subrecipient monitoring. At the same time, GAQC and AICPA continue to highlight deficiencies in internal control over compliance, major program determination, and SEFA reporting. This session provides a practical update and a focused look at key risk areas, including the wind-down of federal relief funding and recurring audit findings, with actionable insights to help strengthen compliance and improve audit quality.  Staying Current, Secure & Remote: Navigating the Current Tech Landscape and Cybersecurity (LAAC) Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA Technology evolves rapidly, bringing both breakthrough efficiencies and sophisticated security threats. This session provides a comprehensive update on the latest technology trends and pressing cybersecurity risks facing organizations today.? We will also focus on the work from home environment, examining the strict data integrity procedures needed to function securely outside the traditional office perimeter.   1:50pm – 2:05pm Change Break   2:05pm - 3:20pm Risk Assessment 3.0: Bringing Internal Controls Back Into the Planning ConversationJeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LATani Budde, CPA • Ericksen Krentel • New Orleans, LA Natalie Nguyen, CPA • Eisner Amper • Metairie, LAFrank Auberle, CPA • Mauldin & Jenkins • Metairie, LARisk assessment does not stop with identifying significant accounts and assertions. A thoughtful understanding of internal controls can shape how auditors identify risks, design procedures, and document the rationale behind their audit approach. In this interactive panel, practitioners from firms of different sizes will model real-life audit planning conversations focused on internal controls, including how control understanding may differ by industry, client size, system complexity, and firm methodology. Using practical scenarios and documentation examples, the panel will explore how auditors can move beyond checklist completion and use internal control considerations to support more effective, scalable, and well-documented risk assessment procedures. 3:20pm - 3:35pm Break  3:35pm - 4:35pm Resolving Fraud Hotline Complaints Kevin Kelley • Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will discuss the complaints received by the Legislative Auditor’s fraud hotline, how they are handled internally to include examples that are sent to the agency’s auditor and suggestions for addressing those complaints.  This session will also explain a recent investigative report.     August 18, 2026 7:30am - 7:55am Registration/Continental Breakfast  7:55am - 8:00am Opening Remarks   8:00am - 9:00am Auditing Hot Topics and Deficiencies Jeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LA  9:00am – 9:50amProfessional Issues Update/New Pathways for Future CPAs Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Director of Government & Political Affairs - Society of Louisiana CPAs • Metairie, LA Lisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA  9:50am – 10:10am Break  Concurrent Sessions 10:10am – 11:00am Fraud Case Studies (GAAC) J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA A review of facts and circumstances surrounding actual fraud cases, and consideration of the fraud controls that should have been in place to prevent or detect the occurrence of fraud. Louisiana Economic Update (LAAC) Michael Hecht • Greater New Orleans, Inc • New Orleans, LA  11:00 – 11:05 Change Break   Concurrent Sessions 11:05am - 11:55am Beyond the Numbers: Identifying Fiscal Warning Signs and Communicating Concerns Effectively (GAAC) Judith "Judy" Dettwiller, CPA, CIA, MBA • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Jennifer Hawkins, CPA • Thomas, Cunningham, Broadway & Todtenbier CPAs • Natchitoches, LA Fiscal distress rarely occurs overnight. This session will examine common warning signs that may indicate a government is losing financial flexibility, including liquidity concerns, reliance on one-time revenues, governance challenges, and other emerging risks. Attendees will also learn approaches for communicating these observations in a constructive manner and helping clients look beyond the audit opinion and findings to better understand what their financial data may be signaling about future risks.  National Economic Update (LAAC) Stephen Morgan • Hancock Whitney • New Orleans, LA  11:55am – 12:55pm Lunch  Concurrent Sessions 12:55pm – 1:45pm Legal Update: The Highs and Lows of the ’26 Legislative Session (GAAC) Jenifer Schaye, JD, CFE • Louisiana Legislative Auditor’s Office • Baton Rouge, LA I will endeavor to offer an explanation of the legislation which directly impacts government audits.? I will also give an overview of significant legislation which will impact all citizens of Louisiana. Special Purpose Framework Reporting Measurement and Disclosure Issues  (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LACPAs typically think of the term “GAAP Departures” when describing a misstatement in financial statements. However, when a Special Purpose Framework (such as income tax basis) is used, such misstatements are referred to as “Framework Departures”. This session will delve into understanding how to determine the measurement, disclosure, and presentation requirements in Special Purpose Frameworks. 1:45pm – 2:05pm Break  2:05pm – 2:55pm AI Policies - Risk Management Spkr TBA  2:55pm - 4:25pm Beyond Automation: How CPAs Are Using AI to Add Value  Moderator: Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA Derek Foret, CPA • Partner, Hannis T. Bourgeois, LLP • Baton Rouge Nicolaus D. Simon, CPA • Darnall Sikes & Frederick • Lafayette, LA Maggie Perrien • Professional Practice Group, PwC • New Orleans, LA Marc Katsanis,  ABV, CFA, CPVA • Chaffe & Associates, Inc. • New Orleans, LA Join a panel of CPAs as they share how they are practically using AI to improve efficiency, enhance client service, and support their teams. Hear real-world examples, lessons learned, and honest insights on what’s working—and what’s not.   The 2026 Accounting & Auditing 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. Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID.  LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.

More Dates

Join us for the Forensic, Litigation & Business Valuation Workshop, part of the 2nd Annual Ledgers & Legends Week, and gain practical insights into today's most pressing issues in business valuation, forensic accounting, litigation support, and financial investigations. Learn from experienced practitioners, explore emerging trends, and strengthen your ability to navigate complex challenges with confidence and clarity. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16.  Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. AGENDA Monday, August 17  8:00 – 8:25 am Registration & Continental Breakfast 8:25 am Opening Remarks  8:30 – 9:20 am Hot Topics in Valuation and Litigation Services Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA  9:20 – 10:35 am Overview of AI-Related Valuation Consideration Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ This course examines valuation considerations for companies that develop or rely on artificial intelligence technologies. Participants will explore how AI affects key valuation inputs, including intangible assets, revenue sustainability, discount rates, and company-specific risk. The program also reviews the use of AI tools in valuation analysis, including comparable company searches and predictive analytics, while addressing regulatory and ethical issues that may affect defensibility of valuation conclusions.  10:35 – 10:55 am   Break/Visit Exhibitors  10:55 am – 12:10 pm   Intersection of M&A and Valuation: A Practical Approach  Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session explores how merger and acquisition concepts can inform business valuation, from enterprise value to net working capital and debt-like items. Attendees will gain practical guidance on how valuation principles apply to dealmaking and how dealmaking realities can apply to valuation.  12:10 – 1:10 pm Lunch/Visit Exhibitors  1:10 – 2:00 pm The Fraud Landscape Det. Michael Shard, CFCI, CCCI, CCCE • St. John Parish Sheriff's Office • Laplace, LA  2:00 – 2:50 pm Effective Expert Testimony for Jury Trials Sean McLaughlin, JD • Kean Miller • New Orleans, LA 2:50-3:10 pm Break/Visit Exhibitors  3:10 - 4:00 pm From Clause to Courtroom: Understanding Core Business and Employment Contracts in Damages and Disputes Linda Perez Clark, JD • Kean Miller • Baton Rouge, LAAndrew Mahtook, JD • Kean Miller • New Orleans, LADerek Brondum, JD • Kean Miller • Lafayette, LA 4:00 – 4:50 Expert Witness Pitfalls: A Panel Discussion Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA Bert Verdigets, CPA, CGMA, MBA, CFE, CFF • Bert F. Verdigets • Kenner, LA This live panel discussion will explore practical issues and emerging considerations relevant to virtual education, professional practice, and student-centered implementation. Panelists will share real-world experiences, lessons learned, and strategies that support effective decision-making in dynamic learning environments for Experts in a litigation matter. Through interactive discussion and audience engagement, participants will gain practical insights they can consider applying within their own educational, administrative, or professional roles.    Tuesday, August 18  7:30 – 7:55 am Registration & Continental Breakfast 7:55 Opening Remarks  8:00 – 8:50 am The Special Master Setting: Rules, Procedures and Financial Experts Frank Tranchina, JD • Tranchina Law Firm • Covington, LA  8:50 – 9:40 am   Marketing 101: Building Your FLVS Book of Business Jim Koerber, CPA, ABV, CFF • EisnerAmper • Hattiesburg, MS Often CPAs and other professionals spend a lot of time and money obtaining business valuation and forensic accounting credentials but become discouraged when opportunities for those services are not obtained.? This presentation will assist those who provide forensic, valuation, and litigation services with ideas, recommendations, and suggestions to grow and expand their book of business.  9:40 am – 10:00 am Break/Visit Exhibitors  10:00 – 11:15 am Trust, but Verify: Prompting AI Without Getting Burned Charles Renwick, CPA, CFA • CMR Associates • Covington, LA Large language models can draft forensic memos, summarize depositions, and build timelines in seconds — but like a bad witness, they're confidently wrong and never say "I don't know." This hands-on session gives you a simple framework for writing prompts that get reliable, defensible results, plus the verification and confidentiality guardrails that keep AI from becoming a liability.  11:15 am – 12:05 pm Discounts for Lack of Marketability  Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA  Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session examines the theory and application of discounts for lack of marketability (DLOM) in business valuation, including the empirical studies and quantitative models most commonly used to support them. Attendees will gain practical guidance on selecting appropriate methodologies, documenting their conclusions, and defending DLOM positions under scrutiny from reviewers, regulators, and the courts.  12:05 – 1:05 pm Lunch/Visit Exhibitors  1:05 – 2:05 pm Economic Update Spkr TBA • Hancock Whitney • New Orleans, LA  2:05 – 3:05 pm Rules of Evidence: What Trial Attorneys Wish CPAs Knew Ryan Luminais, JD • Sher Garner Cahill Richter Klein & Hilbert, L.L.C. • New Orleans, LA  3:05 – 3:25 pm   Break/Visit Exhibitors  3:25 – 4:20 pm Economic Damages in Trade Secret Litigation: Lessons from Recent Court Decisions Jessica LeBlanc, CPA, MBA, CFF • Jessica D. LeBlanc, CPA, LLC • New Orleans, LA Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA 

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Join us for the Forensic, Litigation & Business Valuation Workshop, part of the 2nd Annual Ledgers & Legends Week, and gain practical insights into today's most pressing issues in business valuation, forensic accounting, litigation support, and financial investigations. Learn from experienced practitioners, explore emerging trends, and strengthen your ability to navigate complex challenges with confidence and clarity. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16.  Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. AGENDA Monday, August 17  8:00 – 8:25 am Registration & Continental Breakfast 8:25 am Opening Remarks  8:30 – 9:20 am Hot Topics in Valuation and Litigation Services Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA  9:20 – 10:35 am Overview of AI-Related Valuation Consideration Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ This course examines valuation considerations for companies that develop or rely on artificial intelligence technologies. Participants will explore how AI affects key valuation inputs, including intangible assets, revenue sustainability, discount rates, and company-specific risk. The program also reviews the use of AI tools in valuation analysis, including comparable company searches and predictive analytics, while addressing regulatory and ethical issues that may affect defensibility of valuation conclusions.  10:35 – 10:55 am   Break/Visit Exhibitors  10:55 am – 12:10 pm   Intersection of M&A and Valuation: A Practical Approach  Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session explores how merger and acquisition concepts can inform business valuation, from enterprise value to net working capital and debt-like items. Attendees will gain practical guidance on how valuation principles apply to dealmaking and how dealmaking realities can apply to valuation.  12:10 – 1:10 pm Lunch/Visit Exhibitors  1:10 – 2:00 pm The Fraud Landscape Det. Michael Shard, CFCI, CCCI, CCCE • St. John Parish Sheriff's Office • Laplace, LA  2:00 – 2:50 pm Effective Expert Testimony for Jury Trials Sean McLaughlin, JD • Kean Miller • New Orleans, LA  2:50-3:10 pm Break/Visit Exhibitors  3:10 - 4:00 pm From Clause to Courtroom: Understanding Core Business and Employment Contracts in Damages and Disputes Linda Perez Clark, JD • Kean Miller • Baton Rouge, LAAndrew Mahtook, JD • Kean Miller • New Orleans, LADerek Brondum, JD • Kean Miller • Lafayette, LA 4:00 – 4:50 Expert Witness Pitfalls: A Panel Discussion Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA Bert Verdigets, CPA, CGMA, MBA, CFE, CFF • Bert F. Verdigets • Kenner, LA This live panel discussion will explore practical issues and emerging considerations relevant to virtual education, professional practice, and student-centered implementation. Panelists will share real-world experiences, lessons learned, and strategies that support effective decision-making in dynamic learning environments for Experts in a litigation matter. Through interactive discussion and audience engagement, participants will gain practical insights they can consider applying within their own educational, administrative, or professional roles.    Tuesday, August 18  7:30 – 7:55 am Registration & Continental Breakfast 7:55 Opening Remarks  8:00 – 8:50 am The Special Master Setting: Rules, Procedures and Financial Experts Frank Tranchina, JD • Tranchina Law Firm • Covington, LA  8:50 – 9:40 am   Marketing 101: Building Your FLVS Book of Business Jim Koerber, CPA, ABV, CFF • EisnerAmper • Hattiesburg, MS Often CPAs and other professionals spend a lot of time and money obtaining business valuation and forensic accounting credentials but become discouraged when opportunities for those services are not obtained.? This presentation will assist those who provide forensic, valuation, and litigation services with ideas, recommendations, and suggestions to grow and expand their book of business.  9:40 am – 10:00 am Break/Visit Exhibitors  10:00 – 11:15 am Trust, but Verify: Prompting AI Without Getting Burned Charles Renwick, CPA, CFA • CMR Associates • Covington, LA Large language models can draft forensic memos, summarize depositions, and build timelines in seconds — but like a bad witness, they're confidently wrong and never say "I don't know." This hands-on session gives you a simple framework for writing prompts that get reliable, defensible results, plus the verification and confidentiality guardrails that keep AI from becoming a liability.  11:15 am – 12:05 pm Discounts for Lack of Marketability  Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA  Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session examines the theory and application of discounts for lack of marketability (DLOM) in business valuation, including the empirical studies and quantitative models most commonly used to support them. Attendees will gain practical guidance on selecting appropriate methodologies, documenting their conclusions, and defending DLOM positions under scrutiny from reviewers, regulators, and the courts.  12:05 – 1:05 pm Lunch/Visit Exhibitors  1:05 – 2:05 pm Economic Update Spkr TBA • Hancock Whitney • New Orleans, LA  2:05 – 3:05 pm Rules of Evidence: What Trial Attorneys Wish CPAs Knew Ryan Luminais, JD • Sher Garner Cahill Richter Klein & Hilbert, L.L.C. • New Orleans, LA  3:05 – 3:25 pm   Break/Visit Exhibitors  3:25 – 4:20 pm Economic Damages in Trade Secret Litigation: Lessons from Recent Court Decisions Jessica LeBlanc, CPA, MBA, CFF • Jessica D. LeBlanc, CPA, LLC • New Orleans, LA Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA 

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We are still busy finalizing the amazing agenda for 2026.  Following a successful inaugural year, the combined Accounting & Auditing Conference for CPAs returns for its second year on August 17–18 at the Ritz-Carlton New Orleans as part of Ledgers & Legends Week.This unique event combines two premier conferences: Governmental Accounting & Auditing Conference Louisiana Accounting & Auditing Conference Bringing together more than 250 CPAs from across Louisiana, attendees can mix and match between the two specialized tracks, earn valuable CPE, and connect with professionals from across the state. It's two days of learning, networking, and insights designed to keep you ahead.  August 18, 2026 7:30am - 7:55am Registration/Continental Breakfast  7:55am - 8:00am Opening Remarks   8:00am - 9:00am Auditing Hot Topics and Deficiencies Jeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LA  9:00am – 9:50amProfessional Issues Update/New Pathways for Future CPAs Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Director of Government & Political Affairs - Society of Louisiana CPAs • Metairie, LA Lisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA  9:50am – 10:10am Break  Concurrent Sessions 10:10am – 11:00am Fraud – Case Studies (GAAC) J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  Louisiana Economic Update (LAAC) Michael Hecht • Greater New Orleans, Inc • New Orleans, LA  11:00 – 11:05 Change Break   Concurrent Sessions 11:05am - 11:55am Beyond the Numbers: Identifying Fiscal Warning Signs and Communicating Concerns Effectively (GAAC) Judith "Judy" Dettwiller, CPA, CIA, MBA • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Jennifer Hawkins, CPA • Thomas, Cunningham, Broadway & Todtenbier CPAs • Natchitoches, LA Fiscal distress rarely occurs overnight. This session will examine common warning signs that may indicate a government is losing financial flexibility, including liquidity concerns, reliance on one-time revenues, governance challenges, and other emerging risks. Attendees will also learn approaches for communicating these observations in a constructive manner and helping clients look beyond the audit opinion and findings to better understand what their financial data may be signaling about future risks.  National Economic Update (LAAC) Stephen Morgan • Hancock Whitney • New Orleans, LA  11:55am – 12:55pm Lunch  Concurrent Sessions 12:55pm – 1:45pm Legal Update: The Highs and Lows of the ’26 Legislative Session (GAAC) Jenifer Schaye, JD, CFE • Louisiana Legislative Auditor’s Office • Baton Rouge, LA I will endeavor to offer an explanation of the legislation which directly impacts government audits.? I will also give an overview of significant legislation which will impact all citizens of Louisiana.?   Special Purpose Framework Reporting Measurement and Disclosure Issues  (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LACPAs typically think of the term “GAAP Departures” when describing a misstatement in financial statements. However, when a Special Purpose Framework (such as income tax basis) is used, such misstatements are referred to as “Framework Departures”. This session will delve into understanding how to determine the measurement, disclosure, and presentation requirements in Special Purpose Frameworks. 1:45pm – 2:05pm Break  2:05pm – 2:55pm AI Policies - Risk Management Spkr TBA  2:55pm - 4:25pm Beyond Automation: How CPAs Are Using AI to Add Value  Moderator: Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA Derek Foret, CPA • Partner, Hannis T. Bourgeois, LLP • Baton Rouge Nicolaus D. Simon, CPA • Darnall Sikes & Frederick • Lafayette, LA Maggie Perrien • Professional Practice Group, PwC • New Orleans, LA Marc Katsanis,  ABV, CFA, CPVA • Chaffe & Associates, Inc. • New Orleans, LA Join a panel of CPAs as they share how they are practically using AI to improve efficiency, enhance client service, and support their teams. Hear real-world examples, lessons learned, and honest insights on what’s working—and what’s not.   The 2026 Accounting & Auditing 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. Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID.  LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.

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We are still busy finalizing the amazing agenda for 2026.  Following a successful inaugural year, the combined Accounting & Auditing Conference for CPAs returns for its second year on August 17–18 at the Ritz-Carlton New Orleans as part of Ledgers & Legends Week.This unique event combines two premier conferences: Governmental Accounting & Auditing Conference Louisiana Accounting & Auditing Conference Bringing together more than 250 CPAs from across Louisiana, attendees can mix and match between the two specialized tracks, earn valuable CPE, and connect with professionals from across the state. It's two days of learning, networking, and insights designed to keep you ahead. August 18, 2026 7:30am - 7:55am Registration/Continental Breakfast  7:55am - 8:00am Opening Remarks   8:00am - 9:00am Auditing Hot Topics and Deficiencies Jeremy Thibodeaux, CPE, CFE • Ericksen Krentel • New Orleans, LA  9:00am – 9:50amProfessional Issues Update/New Pathways for Future CPAs Ron Gitz, CPA, CGMA • Executive Director/CEO - Society of Louisiana CPAs • Metairie, LA David Zoller • Director of Government & Political Affairs - Society of Louisiana CPAs • Metairie, LA Lisa A. Benefield, JD • Executive Director - State Board of CPAs of Louisiana • New Orleans, LA  9:50am – 10:10am Break  Concurrent Sessions 10:10am – 11:00am Fraud – Case Studies (GAAC) J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  Louisiana Economic Update (LAAC) Michael Hecht • Greater New Orleans, Inc • New Orleans, LA  11:00 – 11:05 Change Break   Concurrent Sessions 11:05am - 11:55am Beyond the Numbers: Identifying Fiscal Warning Signs and Communicating Concerns Effectively (GAAC) Judith "Judy" Dettwiller, CPA, CIA, MBA • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Jennifer Hawkins, CPA • Thomas, Cunningham, Broadway & Todtenbier CPAs • Natchitoches, LA Fiscal distress rarely occurs overnight. This session will examine common warning signs that may indicate a government is losing financial flexibility, including liquidity concerns, reliance on one-time revenues, governance challenges, and other emerging risks. Attendees will also learn approaches for communicating these observations in a constructive manner and helping clients look beyond the audit opinion and findings to better understand what their financial data may be signaling about future risks.  National Economic Update (LAAC) Stephen Morgan • Hancock Whitney • New Orleans, LA  11:55am – 12:55pm Lunch  Concurrent Sessions 12:55pm – 1:45pm Legal Update: The Highs and Lows of the ’26 Legislative Session (GAAC) Jenifer Schaye, JD, CFE • Louisiana Legislative Auditor’s Office • Baton Rouge, LA I will endeavor to offer an explanation of the legislation which directly impacts government audits.? I will also give an overview of significant legislation which will impact all citizens of Louisiana.?   Special Purpose Framework Reporting Measurement and Disclosure Issues  (LAAC) Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA  1:45pm – 2:05pm Break  2:05pm – 2:55pm AI Policies - Risk Management Spkr TBA  2:55pm - 4:25pm Beyond Automation: How CPAs Are Using AI to Add Value  Moderator: Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA Derek Foret, CPA • Partner, Hannis T. Bourgeois, LLP • Baton Rouge Nicolaus D. Simon, CPA • Darnall Sikes & Frederick • Lafayette, LA Maggie Perrien • Professional Practice Group, PwC • New Orleans, LA Marc Katsanis,  ABV, CFA, CPVA • Chaffe & Associates, Inc. • New Orleans, LA Join a panel of CPAs as they share how they are practically using AI to improve efficiency, enhance client service, and support their teams. Hear real-world examples, lessons learned, and honest insights on what’s working—and what’s not.   The 2026 Accounting & Auditing 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. Relax & Recharge During Ledgers & Legends WeekTake time to unwind during your conference stay at the Ritz Spa with exclusive wellness perks. Louisiana Residents: Enjoy 20% off spa services Monday–Thursday with valid Louisiana ID.  LCPA Attendees: Enjoy a 15% discount through the weekend by mentioning LCPA and the contracted discount when booking & checking out.

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Join us for the Forensic, Litigation & Business Valuation Workshop, part of the 2nd Annual Ledgers & Legends Week, and gain practical insights into today's most pressing issues in business valuation, forensic accounting, litigation support, and financial investigations. Learn from experienced practitioners, explore emerging trends, and strengthen your ability to navigate complex challenges with confidence and clarity. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16.  Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. AGENDA Tuesday, August 18  7:30 – 7:55 am Registration & Continental Breakfast 7:55 Opening Remarks  8:00 – 8:50 am The Special Master Setting: Rules, Procedures and Financial Experts Frank Tranchina, JD • Tranchina Law Firm • Covington, LA  8:50 – 9:40 am   Marketing 101: Building Your FLVS Book of Business Jim Koerber, CPA, ABV, CFF • EisnerAmper • Hattiesburg, MS Often CPAs and other professionals spend a lot of time and money obtaining business valuation and forensic accounting credentials but become discouraged when opportunities for those services are not obtained.? This presentation will assist those who provide forensic, valuation, and litigation services with ideas, recommendations, and suggestions to grow and expand their book of business.  9:40 am – 10:00 am Break/Visit Exhibitors  10:00 – 11:15 am Trust, but Verify: Prompting AI Without Getting Burned Charles Renwick, CPA, CFA • CMR Associates • Covington, LA Large language models can draft forensic memos, summarize depositions, and build timelines in seconds — but like a bad witness, they're confidently wrong and never say "I don't know." This hands-on session gives you a simple framework for writing prompts that get reliable, defensible results, plus the verification and confidentiality guardrails that keep AI from becoming a liability.  11:15 am – 12:05 pm Discounts for Lack of Marketability  Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA  Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session examines the theory and application of discounts for lack of marketability (DLOM) in business valuation, including the empirical studies and quantitative models most commonly used to support them. Attendees will gain practical guidance on selecting appropriate methodologies, documenting their conclusions, and defending DLOM positions under scrutiny from reviewers, regulators, and the courts.  12:05 – 1:05 pm Lunch/Visit Exhibitors  1:05 – 2:05 pm Economic Update Spkr TBA • Hancock Whitney • New Orleans, LA  2:05 – 3:05 pm Rules of Evidence: What Trial Attorneys Wish CPAs Knew Ryan Luminais, JD • Sher Garner Cahill Richter Klein & Hilbert, L.L.C. • New Orleans, LA  3:05 – 3:25 pm   Break/Visit Exhibitors  3:25 – 4:20 pm Economic Damages in Trade Secret Litigation: Lessons from Recent Court Decisions Jessica LeBlanc, CPA, MBA, CFF • Jessica D. LeBlanc, CPA, LLC • New Orleans, LA Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA 

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Join us for the Forensic, Litigation & Business Valuation Workshop, part of the 2nd Annual Ledgers & Legends Week, and gain practical insights into today's most pressing issues in business valuation, forensic accounting, litigation support, and financial investigations. Learn from experienced practitioners, explore emerging trends, and strengthen your ability to navigate complex challenges with confidence and clarity. Additional Highlights to Note Join us a day early for Ethics for Public Practice session on Sunday, August 16.  Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection. AGENDA Tuesday, August 18  7:30 – 7:55 am Registration & Continental Breakfast 7:55 Opening Remarks  8:00 – 8:50 am The Special Master Setting: Rules, Procedures and Financial Experts Frank Tranchina, JD • Tranchina Law Firm • Covington, LA  8:50 – 9:40 am   Marketing 101: Building Your FLVS Book of Business Jim Koerber, CPA, ABV, CFF • EisnerAmper • Hattiesburg, MS Often CPAs and other professionals spend a lot of time and money obtaining business valuation and forensic accounting credentials but become discouraged when opportunities for those services are not obtained.? This presentation will assist those who provide forensic, valuation, and litigation services with ideas, recommendations, and suggestions to grow and expand their book of business.  9:40 am – 10:00 am Break/Visit Exhibitors  10:00 – 11:15 am Trust, but Verify: Prompting AI Without Getting Burned Charles Renwick, CPA, CFA • CMR Associates • Covington, LA Large language models can draft forensic memos, summarize depositions, and build timelines in seconds — but like a bad witness, they're confidently wrong and never say "I don't know." This hands-on session gives you a simple framework for writing prompts that get reliable, defensible results, plus the verification and confidentiality guardrails that keep AI from becoming a liability.  11:15 am – 12:05 pm Discounts for Lack of Marketability  Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA  Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA This session examines the theory and application of discounts for lack of marketability (DLOM) in business valuation, including the empirical studies and quantitative models most commonly used to support them. Attendees will gain practical guidance on selecting appropriate methodologies, documenting their conclusions, and defending DLOM positions under scrutiny from reviewers, regulators, and the courts.  12:05 – 1:05 pm Lunch/Visit Exhibitors  1:05 – 2:05 pm Economic Update Spkr TBA • Hancock Whitney • New Orleans, LA  2:05 – 3:05 pm Rules of Evidence: What Trial Attorneys Wish CPAs Knew Ryan Luminais, JD • Sher Garner Cahill Richter Klein & Hilbert, L.L.C. • New Orleans, LA  3:05 – 3:25 pm   Break/Visit Exhibitors  3:25 – 4:20 pm Economic Damages in Trade Secret Litigation: Lessons from Recent Court Decisions Jessica LeBlanc, CPA, MBA, CFF • Jessica D. LeBlanc, CPA, LLC • New Orleans, LA Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA 

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