CPE Catalog+Events

Delve into the complexities of estate and financial planning at our specialized conference. Participate in focused workshops, learn from industry leaders, and network with peers. Elevate your planning strategies and set everyone up for success!  WORKSHOP AGENDA 8:00 – 9:00 am Tales of Wall Street, Washington, and Warsaw: A Look at the Global Economy and Markets Stephen Morgan • Hancock Whitney Bank • New Orleans, LA With global tensions taut, a record-breaking year of elections is rewriting the geopolitical landscape. Meanwhile the U.S. is navigating elections ahead of a year with immense taxation policy decisions. What trends are we seeing in economies around the world and how are investors making sense of all of it? We’ll examine the narratives in the market and the data behind them. 9:00 – 10:00 am Sailing Towards the Sunset: Navigating the Narrowing Window for Federal Gift, Estate and GST Planning Vanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LA  This session will cover the current estate tax framework and what the framework will look like if the higher exemption is allowed to expire effective January 1, 2026. The presentation will include strategies to take advantage of the current historically high lifetime exemption including transferring interests in privately held businesses and the use of various trusts.  10:00- 10:20 Break  10:20 – 11:20 am Income Tax Update – With Congress Doing Nothing – What’s New? Brandon Lagarde, CPA, JD, LLM • Eisner Amper • Baton Rouge, LA 11:20 – 12:10  Lunch  12:10 – 12:55 Not Your Parents Long-Term CareGene Plauche, CLTC, LUTCF, and FSS • Concourse Financial • Baton Rouge, LA  12:55 – 1:55 SECURE Act 2.0  Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA  1:55 – 2:10 Break  2:10 – 3:00 Reviewing a Tax Return from a Financial Planning PerspectiveAnne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA 3:00 – 4:00 Only Human – Cyber Security  Vince Gremillion • Restech • Metairie, LA Cyber Security is a Human made problem. being defensible is the best option. Defensiblity is doing the well known practices that one would expect in todays world. We’ll review these issues and how to improve your defensibility factor. 

More Dates

Delve into the complexities of estate and financial planning at our specialized conference. Participate in focused workshops, learn from industry leaders, and network with peers. Elevate your planning strategies and set everyone up for success!  WORKSHOP AGENDA 8:00 – 9:00 am Tales of Wall Street, Washington, and Warsaw: A Look at the Global Economy and Markets Stephen Morgan • Hancock Whitney Bank • New Orleans, LA With global tensions taut, a record-breaking year of elections is rewriting the geopolitical landscape. Meanwhile the U.S. is navigating elections ahead of a year with immense taxation policy decisions. What trends are we seeing in economies around the world and how are investors making sense of all of it? We’ll examine the narratives in the market and the data behind them. 9:00 – 10:00 am Sailing Towards the Sunset: Navigating the Narrowing Window for Federal Gift, Estate and GST Planning Vanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LA  This session will cover the current estate tax framework and what the framework will look like if the higher exemption is allowed to expire effective January 1, 2026. The presentation will include strategies to take advantage of the current historically high lifetime exemption including transferring interests in privately held businesses and the use of various trusts.  10:00- 10:20 Break  10:20 – 11:20 am Income Tax Update – With Congress Doing Nothing – What’s New? Brandon Lagarde, CPA, JD, LLM • Eisner Amper • Baton Rouge, LA 11:20 – 12:10  Lunch  12:10 – 12:55 Not Your Parents Long-Term CareGene Plauche, CLTC, LUTCF, and FSS • Concourse Financial • Baton Rouge, LA  12:55 – 1:55 SECURE Act 2.0  Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA  1:55 – 2:10 Break  2:10 – 3:00 Reviewing a Tax Return from a Financial Planning PerspectiveAnne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA3:00 – 4:00 Only Human – Cyber Security  Vince Gremillion • Restech • Metairie, LA Cyber Security is a Human made problem. being defensible is the best option. Defensiblity is doing the well known practices that one would expect in todays world. We’ll review these issues and how to improve your defensibility factor. 

More Dates

Get a healthy dose of financial expertise at our Medical & Healthcare Workshop. Address the biggest issues in healthcare finance and accounting at this special event! Immerse yourself in cutting-edge advancements, participate in hands-on workshops, and engage with a panel of experienced practitioners. Connect with peers, expand your knowledge, and be inspired. Secure your spot today! 8:00 – 8:50 am  Latest Trends and Challenges in Health InsuranceMichael Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LA  8:50 – 9:40 am  LHA Update Kevin Bridwell • Louisiana Hospital Association • Baton Rouge, LA  9:40 - 10:00 am Break 10:00 – 11:15 am   Data Analytics Vanessa Graham, CPA • Vgraham, LLC • Baton Rouge, LA  11:15 am – 12:05 pm LDH Hot TopicsMichael Harrington • Secretary – Louisiana Department of Health • Baton Rouge, LA 12:05 – 1:05 pm Lunch  1:05 – 1:55 pm   Panel: Hot Topics in Healthcare Management Kendall Johnson, CPA • General Health System / Baton Rouge General Medical Center • Baton Rouge, LA Shunn Phillips, CPA • The Baton Rouge Clinic • Baton Rouge, LA Andrew Lofaso, CPA • Legacy Hospice • Baton Rouge, LA  1:55 – 2:05 pm Break  2:05 – 3:30 pm Valuation of Data Assets Marc Katsanis, CPA, ABV, CFA • Chaffe & Associates, Inc. • New Orleans, LA 3:30 – 4:20  Cybersecurity in Healthcare Paul Douglas, CISA, CCSFP, CHQP, CDPSE • Eisner Amper • Baton Rouge, LA

Join us for an immersive conference designed to guide you through the intricate world of governmental accounting and auditing. The information and insights you’ll gain throughout this event will light the way and help you navigate the most complex paths of AI integration, breach solutions, evolving auditing standards, and fraud prevention strategies. Our attendees rank the ability to connect with LLA staff as one of the biggest benefits of attending this conference, however, we will also broadcast the sessions online for those who are unable to attend in person. Enjoy LCPA's discounted rate at the Hilton Baton Rouge when you reserve your room by October 21. Conference Agenda DAY 1: Thursday, November 7    7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 8:50 am Legislative Auditor Update Michael J. “Mike” Waguespack, CPA • Louisiana Legislative Auditor • Baton Rouge, LA Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Mike Waguespack and Diane Allison will discuss hot topics in governmental accounting and auditing, including state and national trends, LLA initiatives and reporting requirements, and more..  8:50 – 10:00 am Single Audit and Yellow Book Updates Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA 10:00 – 10:20 am Break/Visit Exhibitors  10:20 – 11:20 am GASB Update Dean Michael Mead, CGFM• Carr, Riggs & Ingram, LLC • Enterprise, AL  11:20 am – 12:10 pm  Cybersecurity and Technology Update Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA  12:10 – 1:10 pm  Lunch/Visit Exhibitors  1:10 – 2:50 pm The Fraud Course J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  2:50-3:10 pm Break/Visit Exhibitors  3:10 – 4:20 pm Risk Assessment:  Are You Compliant with SAS 145? Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA   

More Dates

Join us for an immersive conference designed to guide you through the intricate world of governmental accounting and auditing. The information and insights you’ll gain throughout this event will light the way and help you navigate the most complex paths of AI integration, breach solutions, evolving auditing standards, and fraud prevention strategies. Our attendees rank the ability to connect with LLA staff as one of the biggest benefits of attending this conference, however, we will also broadcast the sessions online for those who are unable to attend in person. Conference Agenda DAY 1: Thursday, November 7    7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 8:50 am Legislative Auditor Update Michael J. “Mike” Waguespack, CPA • Louisiana Legislative Auditor • Baton Rouge, LA Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Mike Waguespack and Diane Allison will discuss hot topics in governmental accounting and auditing, including state and national trends, LLA initiatives and reporting requirements, and more..  8:50 – 10:00 am Single Audit and Yellow Book Updates  Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA  10:00 – 10:20 am Break/Visit Exhibitors  10:20 – 11:20 am GASB Update Dean Michael Mead, CGFM• Carr, Riggs & Ingram, LLC • Enterprise, AL  11:20 am – 12:10 pm  Cybersecurity and Technology Update Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA  12:10 – 1:10 pm  Lunch/Visit Exhibitors  1:10 – 2:50 pm The Fraud Course J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  2:50-3:10 pm Break/Visit Exhibitors  3:10 – 4:20 pm Risk Assessment:  Are You Compliant with SAS 145 Standard? Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA 

More Dates

Join us for an immersive conference designed to guide you through the intricate world of governmental accounting and auditing. The information and insights you’ll gain throughout this event will light the way and help you navigate the most complex paths of AI integration, breach solutions, evolving auditing standards, and fraud prevention strategies. Our attendees rank the ability to connect with LLA staff as one of the biggest benefits of attending this conference, however, we will also broadcast the sessions online for those who are unable to attend in person. Enjoy LCPA's discounted rate at the Hilton Baton Rouge when you reserve your room by October 21. Conference Agenda DAY 1: Thursday, November 7    7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 8:50 am Legislative Auditor Update Michael J. “Mike” Waguespack, CPA • Louisiana Legislative Auditor • Baton Rouge, LA Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Mike Waguespack and Diane Allison will discuss hot topics in governmental accounting and auditing, including state and national trends, LLA initiatives and reporting requirements, and more..  8:50 – 10:00 am Single Audit and Yellow Book Updates Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA 10:00 – 10:20 am Break/Visit Exhibitors  10:20 – 11:20 am GASB Update Dean Michael Mead, CGFM• Carr, Riggs & Ingram, LLC • Enterprise, AL  11:20 am – 12:10 pm  Cybersecurity and Technology Update Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA  12:10 – 1:10 pm  Lunch/Visit Exhibitors  1:10 – 2:50 pm The Fraud Course J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  2:50-3:10 pm Break/Visit Exhibitors  3:10 – 4:20 pm Risk Assessment:  Are You Compliant with SAS 145? Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA Single Audit and Yellow Book Updates Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA   DAY 2: Friday, November 8  7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 9:30 am Real Life Situtations: Lessons Learned Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA  9:40 – 10:00 am  Break/Visit Exhibitors  10:00 – 10:50 am Auditing Standards Update J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  10:50 – 11:40 am AI Chatbots: The New Excel  Steven Kraemer • Louisiana Legislative Auditor’s Office • Baton Rouge, LA In this session, you will discover how AI chatbots, like Excel, can become an indispensable tool in government accounting and auditing. Imagine having a smart assistant that helps you write letters and emails, draft audit findings, conduct research, brainstorm ideas, prepare for presentations, clean and analyze data, and even write Excel formulas and code. Through practical examples, you will see how integrating AI chatbots into your work can make you more efficient and effective.  11:40 am – 12:40 pm Lunch/Visit Exhibitors  12:40 – 1:30 pm Legal Update: Hot Topics & Interesting Cases Jenifer Schaye, JD, CFE • General Counsel – Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will focus on public laws that affect political subdivisions in Louisiana. There will be a special emphasis on significant changes in the Open Meetings Law, Public Bid Law, Lawrason Act, fiduciary responsibilities, and issues surrounding fiscal administration and dissolution.  1:30 – 2:20 pm  Overcoming Bank Breaches Frances Dufrene • Bonvenu Bank • Bossier City, LA Dawn Bastarche • Bonvenu Bank • Bossier City, LA  2:20 – 2:40 pm Break/Visit Exhibitors  2:40 – 3:30 pm Clarity and Compliance: Enhancing Auditor-Client Communication Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Tiffani M. Dorsa, CPA • Eisner Amper • Baton Rouge, LA Auditing standards require certain communications between the auditor and client, but, when all is said and done, does the client really?understand its findings, financial position, results of operations, and other results of the annual audit? Has the message been effectively communicated and received? This session will include a review of communications required by the auditing standards as well as principles of effective communication with the goal of?providing tips to enhance communication skills so that the client truly understands, on their level, the results of the annual audit.  3:30 – 4:20 pm Comprehensive Overview of the Uniform Sales Tax Collection Schedule and the Judicial System Funding Schedule Barry Kelly, MBA, CIA• Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation explores the essential elements of the Uniform Sales Tax Collection Schedule (Act 669) and the Judicial System Funding Schedule (Act 87). Attendees will acquire a comprehensive understanding of how to complete these schedules. The session will also address the significant updates to the Act 87 schedules.  

More Dates

Join us for an immersive conference designed to guide you through the intricate world of governmental accounting and auditing. The information and insights you’ll gain throughout this event will light the way and help you navigate the most complex paths of AI integration, breach solutions, evolving auditing standards, and fraud prevention strategies. Our attendees rank the ability to connect with LLA staff as one of the biggest benefits of attending this conference, however, we will also broadcast the sessions online for those who are unable to attend in person. Conference Agenda DAY 1: Thursday, November 7    7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 8:50 am Legislative Auditor Update Michael J. “Mike” Waguespack, CPA • Louisiana Legislative Auditor • Baton Rouge, LA Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Mike Waguespack and Diane Allison will discuss hot topics in governmental accounting and auditing, including state and national trends, LLA initiatives and reporting requirements, and more..  8:50 – 10:00 am Single Audit and Yellow Book Updates Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA  10:00 – 10:20 am Break/Visit Exhibitors  10:20 – 11:20 am GASB Update Dean Michael Mead, CGFM• Carr, Riggs & Ingram, LLC • Enterprise, AL  11:20 am – 12:10 pm  Cybersecurity and Technology Update Les Nettleton • Retired IT Director - Bourgeois Bennett, LLC • Metairie, LA  12:10 – 1:10 pm  Lunch/Visit Exhibitors  1:10 – 2:50 pm The Fraud Course J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  2:50-3:10 pm Break/Visit Exhibitors  3:10 – 4:20 pm Risk Assessment:  Are You Compliant with SAS 145? Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA   DAY 2: Friday, November 8  7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 9:30 am Real Life Situtations: Lessons Learned Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA  9:40 – 10:00 am  Break/Visit Exhibitors  10:00 – 10:50 am Auditing Standards Update J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  10:50 – 11:40 am AI Chatbots: The New Excel  Steven Kraemer • Louisiana Legislative Auditor’s Office • Baton Rouge, LA In this session, you will discover how AI chatbots, like Excel, can become an indispensable tool in government accounting and auditing. Imagine having a smart assistant that helps you write letters and emails, draft audit findings, conduct research, brainstorm ideas, prepare for presentations, clean and analyze data, and even write Excel formulas and code. Through practical examples, you will see how integrating AI chatbots into your work can make you more efficient and effective.  11:40 am – 12:40 pm Lunch/Visit Exhibitors  12:40 – 1:30 pm Legal Update: Hot Topics & Interesting Cases Jenifer Schaye, JD, CFE • General Counsel – Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will focus on public laws that affect political subdivisions in Louisiana. There will be a special emphasis on significant changes in the Open Meetings Law, Public Bid Law, Lawrason Act, fiduciary responsibilities, and issues surrounding fiscal administration and dissolution.  1:30 – 2:20 pm  Overcoming Bank Breaches Frances Dufrene • Bonvenu Bank • Bossier City, LA Dawn Bastarche • Bonvenu Bank • Bossier City, LA  2:20 – 2:40 pm Break/Visit Exhibitors  2:40 – 3:30 pm Clarity and Compliance: Enhancing Auditor-Client Communication Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Tiffani M. Dorsa, CPA • Eisner Amper • Baton Rouge, LA Auditing standards require certain communications between the auditor and client, but, when all is said and done, does the client really?understand its findings, financial position, results of operations, and other results of the annual audit? Has the message been effectively communicated and received? This session will include a review of communications required by the auditing standards as well as principles of effective communication with the goal of?providing tips to enhance communication skills so that the client truly understands, on their level, the results of the annual audit.  3:30 – 4:20 pm Comprehensive Overview of the Uniform Sales Tax Collection Schedule and the Judicial System Funding Schedule Barry Kelly, MBA, CIA• Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation explores the essential elements of the Uniform Sales Tax Collection Schedule (Act 669) and the Judicial System Funding Schedule (Act 87). Attendees will acquire a comprehensive understanding of how to complete these schedules. The session will also address the significant updates to the Act 87 schedules.  

More Dates

Join us for an immersive conference designed to guide you through the intricate world of governmental accounting and auditing. The information and insights you’ll gain throughout this event will light the way and help you navigate the most complex paths of AI integration, breach solutions, evolving auditing standards, and fraud prevention strategies. Our attendees rank the ability to connect with LLA staff as one of the biggest benefits of attending this conference, however, we will also broadcast the sessions online for those who are unable to attend in person. Enjoy LCPA's discounted rate at the Hilton Baton Rouge when you reserve your room by October 21. Conference Agenda DAY 2: Friday, November 8  7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 9:30 am Real Life Situtations: Lessons Learned Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA  9:40 – 10:00 am  Break/Visit Exhibitors  10:00 – 10:50 am Auditing Standards Update J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  10:50 – 11:40 am AI Chatbots: The New Excel  Steven Kraemer • Louisiana Legislative Auditor’s Office • Baton Rouge, LA In this session, you will discover how AI chatbots, like Excel, can become an indispensable tool in government accounting and auditing. Imagine having a smart assistant that helps you write letters and emails, draft audit findings, conduct research, brainstorm ideas, prepare for presentations, clean and analyze data, and even write Excel formulas and code. Through practical examples, you will see how integrating AI chatbots into your work can make you more efficient and effective.  11:40 am – 12:40 pm Lunch/Visit Exhibitors  12:40 – 1:30 pm Legal Update: Hot Topics & Interesting Cases Jenifer Schaye, JD, CFE • General Counsel – Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will focus on public laws that affect political subdivisions in Louisiana. There will be a special emphasis on significant changes in the Open Meetings Law, Public Bid Law, Lawrason Act, fiduciary responsibilities, and issues surrounding fiscal administration and dissolution.  1:30 – 2:20 pm  Overcoming Bank Breaches Frances Dufrene • Bonvenu Bank • Bossier City, LA Dawn Bastarche • Bonvenu Bank • Bossier City, LA  2:20 – 2:40 pm Break/Visit Exhibitors  2:40 – 3:30 pm Clarity and Compliance: Enhancing Auditor-Client Communication Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Tiffani M. Dorsa, CPA • Eisner Amper • Baton Rouge, LA Auditing standards require certain communications between the auditor and client, but, when all is said and done, does the client really?understand its findings, financial position, results of operations, and other results of the annual audit? Has the message been effectively communicated and received? This session will include a review of communications required by the auditing standards as well as principles of effective communication with the goal of?providing tips to enhance communication skills so that the client truly understands, on their level, the results of the annual audit.  3:30 – 4:20 pm Comprehensive Overview of the Uniform Sales Tax Collection Schedule and the Judicial System Funding Schedule Barry Kelly, MBA, CIA• Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation explores the essential elements of the Uniform Sales Tax Collection Schedule (Act 669) and the Judicial System Funding Schedule (Act 87). Attendees will acquire a comprehensive understanding of how to complete these schedules. The session will also address the significant updates to the Act 87 schedules.  

More Dates

Join us for an immersive conference designed to guide you through the intricate world of governmental accounting and auditing. The information and insights you’ll gain throughout this event will light the way and help you navigate the most complex paths of AI integration, breach solutions, evolving auditing standards, and fraud prevention strategies. Our attendees rank the ability to connect with LLA staff as one of the biggest benefits of attending this conference, however, we will also broadcast the sessions online for those who are unable to attend in person. Conference Agenda  DAY 2: Friday, November 8  7:30 – 8:00 am Registration & Continental Breakfast  8:00 – 9:30 am Real Life Situtations: Lessons Learned Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • New Orleans, LA  9:40 – 10:00 am  Break/Visit Exhibitors  10:00 – 10:50 am Auditing Standards Update J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA  10:50 – 11:40 am AI Chatbots: The New Excel  Steven Kraemer • Louisiana Legislative Auditor’s Office • Baton Rouge, LA In this session, you will discover how AI chatbots, like Excel, can become an indispensable tool in government accounting and auditing. Imagine having a smart assistant that helps you write letters and emails, draft audit findings, conduct research, brainstorm ideas, prepare for presentations, clean and analyze data, and even write Excel formulas and code. Through practical examples, you will see how integrating AI chatbots into your work can make you more efficient and effective.  11:40 am – 12:40 pm Lunch/Visit Exhibitors  12:40 – 1:30 pm Legal Update: Hot Topics & Interesting Cases Jenifer Schaye, JD, CFE • General Counsel – Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation will focus on public laws that affect political subdivisions in Louisiana. There will be a special emphasis on significant changes in the Open Meetings Law, Public Bid Law, Lawrason Act, fiduciary responsibilities, and issues surrounding fiscal administration and dissolution.  1:30 – 2:20 pm  Overcoming Bank Breaches Frances Dufrene • Bonvenu Bank • Bossier City, LA Dawn Bastarche • Bonvenu Bank • Bossier City, LA  2:20 – 2:40 pm Break/Visit Exhibitors  2:40 – 3:30 pm Clarity and Compliance: Enhancing Auditor-Client Communication Diane Allison, CPA, CGMA, CGFO • Louisiana Legislative Auditor’s Office • Baton Rouge, LA Tiffani M. Dorsa, CPA • Eisner Amper • Baton Rouge, LA Auditing standards require certain communications between the auditor and client, but, when all is said and done, does the client really?understand its findings, financial position, results of operations, and other results of the annual audit? Has the message been effectively communicated and received? This session will include a review of communications required by the auditing standards as well as principles of effective communication with the goal of?providing tips to enhance communication skills so that the client truly understands, on their level, the results of the annual audit.  3:30 – 4:20 pm Comprehensive Overview of the Uniform Sales Tax Collection Schedule and the Judicial System Funding Schedule Barry Kelly, MBA, CIA• Louisiana Legislative Auditor’s Office • Baton Rouge, LA This presentation explores the essential elements of the Uniform Sales Tax Collection Schedule (Act 669) and the Judicial System Funding Schedule (Act 87). Attendees will acquire a comprehensive understanding of how to complete these schedules. The session will also address the significant updates to the Act 87 schedules.  

More Dates

One of the key roles of human resources is to harness the full potential of an organization's most valuable asset – its people. This conference will give you tools and strategies to unlock the hidden talents and capabilities of your workforce, while keep the organization compliant with current rules and regulations. This workshop is specifically designed for CPAs and corporate accounting and finance professionals who also have HR responsibilities, or who serve as the outsourced "HR person" for multiple organizations. WORKSHOP AGENDA 8:00 – 8:25 am Registration & Continental Breakfast  8:25 – 8:30 am Welcome & Opening Remarks  8:30 – 9:20 am Artificial Intelligence: What is it and how can it benefit you? Les Nettleton • Retired - Bourgeois Bennett, LLC • Metairie, LA This session will explain what Artificial Intelligence is and how you can integrate it into your daily life.? We will look at some real world examples of AI.? We will also look at what AI tools like ChatGPT?can do for you.  9:20 – 10:10 am Civility at Work, DEI Sara Grace Sirera, JD • Ogletree Deakins • New Orleans, LA  10:10 – 10:25 am Break  10:25 – 11:45 am Talent Management, Performance, Providing Feedback, Compensation, Leadership Best Practices, Talent Acquisition, Retention Strategies Jim Schneider, CPA, CIA • Personnel Consulting Group • Metairie, LA   11:45 am – 12:30 pm Lunch  12:30 – 1:40pm What is New and What is on The Horizon for 2025? Mag Bickford, JD • McGlinchey Stafford • New Orleans, LA  1:40 – 2:30 pm Counting on Talent: Solving the Accounting Pipeline Problem Bridget Kaigler, CPA, CGMA • Chair, LCPA 2024 – 2025 Founder/CEO, Bringing Leadership Back, LLC • Baton Rouge, LA This session addresses the critical issue of the accounting talent pipeline, focusing on the challenges faced by the industry in attracting, developing, and retaining skilled professionals. It’s a going concern, posing a risk to firms and organizations ability to mitigate disruption, maintain financial integrity and compliance. Advances in technology, automation, and the increased demand of working remotely add pressure to leaders to maintain high functioning teams while rethinking what is flexibility in the workplace.   We will delve into the underlying causes of the pipeline problem, including education gaps, lack of diversity, and the competitive landscape for top talent. Candid conversations will offer practical insight into leveraging opportunities to remain resilient while promoting the accounting profession and attracting new talent.   The learning objectives are:  • Discuss current landscape of the accounting profession and pipeline challenges. • Identify factors contributing to the accounting talent pipeline problem. • Recognize the impact of diverse teams and purposeful leadership.  • Explore the benefits of upskilling and reskilling while embracing technology and automation. • Develop strategies and grassroots campaigns to promote and advocate for the accounting profession.  • Learn more about the National Pipeline Advisory Group and opportunities to participate.    2:30 – 2:45 pm Break  2:45 – 3:35 pm Employee Benefits  Speaker TBA   3:35 – 4:25 pm It’s a Remote Possibility: Methods of Managing Remote/Hybrid Staff & Best Practices for Outsourcing or Offshoring Stafford Wood, APR • Founder/President- Covalent Logic • Baton Rouge, LA 

Ready for another round of top-tier learning? The Winter Cluster is back at the stunning Beau Rivage Resort & Casino, offering world-class CPE in a world-class setting. Join us and dive into today's biggest issues with our most experienced and award-winning speakers. It’s your chance to elevate your performance and take your game to the next level. We’d love to see you there! Enjoy LCPA's discounted rate at the Beau Rivage when you reserve your room by October 30. CONFERENCE AGENDA DAY ONE: THURSDAY, NOVEMBER 21  7:30am Registration & Continental Breakfast  8:00am – 9:40am  The Quality Management Standards J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA In June 2022 the AICPA Auditing Standards Board adopted three new standards to be effective December 15, 2025.  The first two are Statements on Quality Management Standards (SQMS) that supersede Statement on Quality Control Standards (SQCS) 8.  The third is a SAS that amends AU-C 220, Quality Control for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards.  This course will present the requirements of all three standards and provide commentary and guidance on establishing a risk-based system of quality management.  9:40am – 10:00am Break  10:00am – 11:40am  A&A Update  Kurt Oestriecher, CPA • Oestriecher & Company • Alexandria, LA This course will cover recently issued standards that relate to United States GAAP and performance of auditing through preparation engagements. You will learn how to account for crypto currency and hear about the top peer review issues. Join us to get the most up to date information from the AA world.  11:40am – 12:40pm Lunch (included)  12:40pm – 2:20pm Maximizing Personal Productivity: Strategies for Getting More Done in Less Time  Sandy Michelet, SHRM-SCP, SPHR • Sparkhound • Baton Rouge, LA Regardless of your role, maximizing productivity is crucial. This session offers practical strategies for enhancing personal efficiency through effective time management, focus techniques, and the latest productivity tools. Learn how to streamline your workflow, maintain a healthy work-life balance, and sustain high productivity levels.  2:20 – 2:40pm Break  2:30 – 4:20pm  Creating a Cybersecurity Awareness Culture Justin Headley, CPA, CISSP, CISA, CRISC • Warren Averett • Birmingham, AL Organizations continue to be plagued with cyber attacks that are now costing millions of dollars on average and hackers always appear to be one step ahead on protections in place. In this session we will discuss the latest attack method, real world cyber stories as well as the importance of establishing a strong cyber awareness culture. Additionally, we will highlight some best practice IT controls for utilizing and managing your use of AI as well as controls to help prevent, detect and respond to cyber incidents.  DAY TWO: FRIDAY, NOVEMBER 22  7:30am  Continental Breakfast  8:00am – 9:40am Handbooks and Hot TopicsMag Bickford, JD • McGlinchey Stafford • New Orleans, LA This session will address best practices in today’s employee handbooks and hot topics in Employment law, such asthe Pregnancy Workers Fairness Act,  pay equity, reskilling and upskilling employees, addressing themental health of employees, the hybrid/remote workforce, the future of vaccination policies, pending non-compete legislation, the Americanswith Disabilities Act (ADA), and Fair Labor Standards Act (FLSA), upcoming matters for the Supreme Court and politics in the workplace and more.  Bring your questions for a lively discussion.  9:40 – 10:00am Break 10:00 - 11:40 amHot Tax Topics Post ElectionGreg Booth, CPA • EisnerAmper • Metairie, LA This session will cover tax planning opportunities for the 2024 year end and beyond.  We will discuss the tax implications of the election and potential changes to tax law under the new administration.    

Formerly known as the Oil & Gas Conference, this event focuses on the energy sector (including oil and gas) and its unique issues and opportunities. Many aspects of the industry are changing and this lineup gets you up to speed on the future of one of the state's most important industries. These speakers are some of the best in the business. Because of energy's impact on the state's economy, this lineup has takeaways for everyone, even if you don't work specifically in the oil and gas industry. Details of this years agenda and speakers will be posted soon.

More Dates

Formerly known as the Oil & Gas Conference, this event focuses on the energy sector (including oil and gas) and its unique issues and opportunities. Many aspects of the industry are changing and this lineup gets you up to speed on the future of one of the state's most important industries. These speakers are some of the best in the business. Because of energy's impact on the state's economy, this lineup has takeaways for everyone, even if you don't work specifically in the oil and gas industry. Details of this years agenda and speakers will be posted soon.

More Dates

Formerly known as the Oil & Gas Conference, this event focuses on the energy sector (including oil and gas) and its unique issues and opportunities. Many aspects of the industry are changing and this lineup gets you up to speed on the future of one of the state's most important industries. These speakers are some of the best in the business. Because of energy's impact on the state's economy, this lineup has takeaways for everyone, even if you don't work specifically in the oil and gas industry. Details of this years agenda and speakers will be posted soon.

More Dates

THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. It's a great way to get up to speed on changes and best practices before busy season. Register today. Details of this years agenda and speakers will be posted soon.

More Dates

THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. It's a great way to get up to speed on changes and best practices before busy season. Register today. Details of this years agenda and speakers will be posted soon.

More Dates

THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. It's a great way to get up to speed on changes and best practices before busy season. Register today. Details of this years agenda and speakers will be posted soon.

More Dates

THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. It's a great way to get up to speed on changes and best practices before busy season. Register today. Details of this years agenda and speakers will be posted soon.

More Dates

THIS IS OUR LARGEST EVENT OF THE YEAR! In addition to a great lineup, you'll get to experience the Ritz-Carlton all dressed up for the holidays, with one of the best lobby displays in New Orleans.The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. It's a great way to get up to speed on changes and best practices before busy season. Register today. Details of this years agenda and speakers will be posted soon.

More Dates