New Orleans Chapter Events

July 2010 Events

July CPE Courses

7/9/10 • NP • Non Profit • WK/MG • LCPA KN

7/13/10 • SSAR • Guiding Surviving Spouses, Heirs, Beneficiaries, Estates, Trusts, and Decedents on Tax, Estate and Financial Planning - Forms 1040. 1041, 706, 709 After Reform • TX • LCPA KN Decedents

7/14/10 • GYEC • How To Guide Your 60+ Clients On Tax, Long-Term Care Planning, Estate, Social Security, Medicare and Eldercare Strategies (2010) • TX • LCPA KN

7/20/10 • LAVT4 • Louisiana Ad Valorem Taxation (AM) • TX • LCPA KN

7/20/10 • LTIP4 • Louisiana Tax Incentive Programs (PM) • TX • LCPA KN

7/21/10 • CPN07K • Governmental Accounting & Auditing Update • TEL/AA • LCPA KN

7/30/10 • BBLKN2 • Entities Facing Economic Challenges - How should CPAs Respond • BBL/MG • LCPA KN

August 2010 Events

August CPE Courses

8/3/10 • GAAPUR2 • GAAP Update and Review for Small and Medium-Sized Entities (SMEs) • AA • LCPA KN

8/4/10 • CRSU2 • Compilation and Review Standards Update and Review • AA • LCPA KN

8/5/10 • PFA • Personal Financial Accounting: A Prescription for Achieving and Managing Wealth • AA • LCPA KN

8/6/10 • OCBOA • OCBOA: Accounting Standardsand Reporting Standards for the Cash Basis and Tax Basis of Accounting (AM) • AA • LCPA KN

8/10/10 • STP1A • AICPA/AHI Staff Training - Basic • AA • LCPA KN

8/25/10 • ETHCLA2 • Personal and Professional Ethics for Louisiana CPAs • PE • LCPA KN

8/25/10 • CPN08K • Compilation and Review Update: Advanced Issues • TEL/AA • LCPA KN

8/31/10 • BBLKN3 • How Electronic Payments Can Add to the Profitability of Your Business • BBL/MG • LCPA KN

September 2010 Events

September CPE Courses

9/1/10 • ERAW • Effectively and Efficiently Reviewing Audit Workpapers: The Line of Defense Against Deficient Audits • AA • LCPA KN

9/2/10 • ISBG • IFRS for Smaller Entities vs. U.S. GAAP: A Study in How the Financial Statements Look and Feel Different • AA • LCPA KN

9/15/10 • EXL1 • Excel Tips, Tricks and Techniques for Accountants • CO/MG • LCPA KN

9/16/10 • IAAU • 2010 Accounting and Auditing Update • AA • LCPA KN

9/16/10 • PBB • PDF Documents: What Accountants Need to Know • CO/MG • LCPA KN

9/17/10 • AUDOC • Audit Documentation • AA • LCPA KN

9/17/10 • ASM • Accounting Software Forum • CO/MG • LCPA KN

9/20/10 • TDAP • Surgent McCoy's Comprehensive Guide to Tax Depreciation, Amortization, and Property Transactions from Acquisition to Exchange or Disposition • TX • LCPA KN

9/21/10 • MMBE • Multiplying Your Tax and Business Benefits Using Multiple Business Entities • TX • LCPA KN

9/22/10 • CPN09K • Representing clients in the Marriage Dissolution Process: Accounting, Tax, Estate and Financial Planning Issues • TEL/AA • LCPA KN

9/22/10 • APLW • Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under §754 and Related Provisions • TX • LCPA KN

9/27/10 • STP2A • AICPA/AHI Staff Training - Semi-Senior • AA • LCPA KN

9/27/10 • DKFS • Disclosure: the Key to Financial Statements • AA • LCPA KN

9/28/10 • SPPC • Strategic Planning: A Simplified and Workable Approach for Private Companies • MG • LCPA KN

9/29/10 • GAP1 • Is There a Gap in your GAAP? Series 1 • AA • LCPA KN

9/30/10 • GAP2 • Is There a Gap in your GAAP? Series 2 • AA • LCPA KN

9/30/10 • LSUT • Louisiana Sales and Use Taxation • TX • LCPA KN

October 2010 Events

October CPE Courses

10/5/10 • AON4 • Malpractice Risks: Navigating the New Frontier • MG • LCPA KN

10/6/10 • ADQ • QuickBooks Advanced Features, Tools and Techniques • CO/MG • LCPA KN

10/7/10 • CEP • Creating Effective Presentations Uisng Poerpoint and Other toolks • CO/MG • LCPA KN

10/8/10 • DMS • Document Management Forum • CO/MG • LCPA KN

10/12/10 • AWAC • Surgent McCoy's Audit Workshop: Best Practices for Audits in Compliance with Government AA Standardsand OMB Circular A-133 • AA • LCPA KN

10/13/10 • AWPD • Surgent McCoy's Audit Workshop: Best Practices in Planning and Designing a High-Quality and Profitable Audit • AA • LCPA KN

10/18/10 • SKLG • Business Sustainability: Keeping Lean but with More Green for the Company's Long Haul • MG • LCPA KN

10/19/10 • ETHATX3 • Louisiana Ethics for Tax Professionals: Circular 230 and the SSTSs (am) • PE • LCPA KN

10/19/10 • ETHABI3 • Louisisana Ethics for CPAs in Business and industry (PM) • PE • LCPA KN

10/20/10 • BBLKN4 • Protecting Your Business ffrom the IT Guy • BBL/MG • LCPA KN

10/20/10 • CPN10K • Accounting and Auditing Update • TEL/TX • LCPA KN

10/21/10 • BVW • Business Valuation Workshop • WK/SK • LCPA KN

10/22/10 • LSW • Litigation Services • WK/SK • LCPA KN

10/25/10 • AFASB • Advanced FASB Review and Update: Tackling the Tougher GAAP Issues • AA • LCPA KN

10/26/10 • IUSA • International versus U.S. Accounting: What in the World is the Difference? • AA • LCPA KN

10/26/10 • DCP • Driving Company Performance • MG • LCPA KN
10/27/10 • AGB • Acquisitions to Grow the Business • MG • LCPA KN

10/28/10 • NPAR • Not-for-Profit Accounting & Reporting: From Start to Finish • GA/AA • LCPA KN

10/28/10 • CM4 • Change Management (PM Course) • MG • LCPA KN

10/28/10 • ETHEE2 • Cases in Corporate Ethics for Louisiana CPAs - Discussion of Real Life Conflicts • PE • LCPA KN

10/29/10 • FPC • Financial Planning Conference • CON/TX • LCPA KN

10/29/10 • EO-F990 • Form 990: AICPA's Answer to Unlocking the Tax Complexities • GA/AA • LCPA KN

November 2010 Events

November CPE Courses

11/1/10 • FSAI2 • Financial Statement Analysis • AA • LCPA KN

11/1/10 • PCTR1 • Preparing Corporate Tax Returns for New Staff and Para-Professionals TX LCPA KN

11/2/10 • BBLKN5 • Estate Planning - The State of the Union • BBL/TX • LCPA KN

11/2/10 • PITR1 • Preparing Individual Tax Returns for New Staff and Para-Professionals • TX • LCPA KN

11/3/10 • RAAS • Risk Assessment and Audit Sampling: Applying the New Audit Sampling Guide Requirements • AA • LCPA KN

11/3/10 • PLPS1 • The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns • TX • LCPA KN

11/4/10 • ATDR • Audit Workpapers: Documenting and Reviewing Field Work • AA • LCPA KN

11/5/10 • BNKT • Bankruptcy Today: What Every CPA Must Know! • MG • LCPA KN

11/8/10 • AUDEV • Obtaining and Evalkuating Audit Evidence: Becoming a Better Auditor • AA • LCPA KN

11/8/10 • NLEP • What You Need to Do Now in Estate Planning Under the New Tax Law • TX • LCPA KN

11/9/10 • GTSI • Getting Ready for Tax Season - Individuals and Self Employeds• TX • LCPA KN

11/9/10 • CGFB • The Complete Guide to Fringe Benefits • TX • LCPA KN

11/10/10 • CPN11K • Business Fraud, Internal Controls, and Forensic Analysis for the Accountability Professional • TEL/MG • LCPA KN

11/10/10 • GTSB • Getting Ready for Tax Season - business clients: A year end update for Small business Clients (LLCs, "S" corporations, "C" Corporations, and Schedule "C" • TX • LCPA KN
11/12/10 • HRW • Human Resources Workshop • WK/MG • LCPA KN

11/15/10 • OUT • Outlook for Accountants: Get Organized Today • CO/MG • LCPA KN

11/15/10 • IRSM • The Top 50 Mistakes Practitioners Make and How to Fix Them: Dealing with the IRS • TX • LCPA KN

11/16/10 • WOR • Microsoft WORD: Essential Tools and Techniques for Accountants • CO/MG • LCPA KN

11/16/10 • PNPR • Preparing the Nonprofit Series of Tax Returns for New Staff and Para-Professionals • TX• LCPA KN

11/17/10 • TEC • Technology for CPAs: Don't Get Left Behind • CO/MG • LCPA KN

11/17/10 • ACCS • Advanced Controller and CFO Skills • MG • LCPA KN

11/18/10 • FFMD • Financial Forecasting and Management Decisions • MG • LCPA KN

11/29/10 • RCSA2 • Applying the Risk Assessment Standards Using a Case Study Approach • AA • LCPA KN

11/29/10 • BBLKN6 • Social networking; Setting up Employee Usage Policies and Liability Issues • BBL/MG • LCPA KN

11/30/10 • AUUR2 • Auditing Standards Update and Review • AA • LCPA KN

11/30/10 • FAFR • Forensic Accounting: Fraudulent Reporting and Concealed Assets • AA • LCPA KN

December 2010 Events

December CPE Courses

12/1/10 • CFIC • Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts • AA • LCPA KN

12/1/10 • GAAPUR4 • GAAP Update and Review for Small and Medium-Sized Entities (SMEs) • AA• LCPA KN

12/2/10 • CRSU4 • Compilation and Review Standards Update and Review • AA • LCPA KN

12/2/10 • PTU2 • AICPA's Annual Federal Tax Update • TX • LCPA KN

12/3/10 • LSS • Litigation: Marriage Seperation and Divorce • TX • LCPA KN

12/6/10 • HGTC • Hands on Guide to Understanding & Testing Internal Controls • AA • LCPA KN

12/6/10 • ATFI • Advanced Technical Tax Form Training: Form 1040 Issues • TX • LCPA KN

12/7/10 • ATFB • Advanced Technical Tax Forms Training-LLCs, S Corporations and Partnerships • TX • LCPA KN

12/7/10 • WTF • Winter Tech Fest • WK/MG • LCPA KN

12/8/10 • CPN12K • Annual Tax Update • TEL/TX • LCPA KN

12/10/10 • ITTF • International Taxation: To and From the United States • TX • LCPA KN

12/13/10 • CGPT • The Complete Guide to Payroll Taxes and 1099 Issues • TX • LCPA KN

12/14/10 • ERTW • Effectively and Efficiently Reviewing Tax Returns in Busy Season • TX • LCPA KN

12/15/10 • LEAD • 2010 Leadership Update: Leading the Finance Team into the Future • MG • LCPA KN

Chapter Policies

Refunds for chapter programs are issued only if the cancellation is received prior to the event date. Registrants who do not cancel prior to an event or CPE program and fail to show up are responsible for the entire program fee.

Any PARTICIPANTS wanting to claim CLE credit (either in addition to or in lieu of CPE credit) are responsible for any extra costs involved in qualifying the course1 for CLE credit with the Louisiana Bar Association.

In order to comply with the Americans With Disabilities Act, we request that if you are disabled, please let us know at least ten (10) days prior to the event if alternative arrangements are required

Chapter Officers

2010-2011 Chapter Officers

President
Gina N. Ruttley, CPA • Ericksen, Krentel & LaPorte

President Elect
Gary R. Dressler, CPA • KPMG LLP

Secretary
Charles C. Coe Jr., CPA • Coe & Company, LLC

Treasurer
Lorrie R. Toups, CPA • Jefferson Parish Finance Director

Board Members at Large
Paul K. Andoh, Sr. CPA • Bruno & Tervalon LLP, CPAs
Justin James, CPA • Legislative Auditor
Alfred G. Lotz Jr., CPA
Raquel J. Morel • Postlethwaite & Netterville

Immediate Past President
Darla M. Saux, CPA • John W. Stone Oil Distributor, LLC

LCPA Staff Contact Persons

LCPA Staff Contact Persons
Lisa Richardson
(504) 904-1139 • E-mail: lrichardson@lcpa.org

Norma Berniard
(504) 904-1156 • E-mail: nberniard@lcpa.org