Skip to main content

2024 Winter Cluster

-

Add to Calendar

Beau Rivage Resort & Casino

875 Beach Blvd.
Biloxi, MS 39530

Get Directions

12.00 Credits

Member Price $479.00

Non-Member Price $679.00

Overview

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!

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 Topics
Mag Bickford, JD • McGlinchey Stafford • New Orleans, LA
Susanne Veters Cooper, JD, LLM • McGlinchey Stafford • New Orleans, LA 
This session will address best practices in today’s employee handbooks and hot topics in Employment law, such as the Pregnancy Workers Fairness Act, pay equity, reskilling and upskilling employees, addressing the mental health of employees, the hybrid/remote workforce, the future of vaccination policies, pending non-compete legislation, the Americans with 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 am
Hot Tax Topics Post Election
Greg 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. 
 

 

Notice

FORMAT:
This workshop is IN PERSON only. 
Attending in person enriches the learning experience and allows you to network with other CPAs.

 

HOTEL INFORMATION
We've negotiated a special rate of $139/night just for Winter Cluster attendees. This rate is good through October 30, 2024. To make your reservation or Call (888) 567-6667 and mention LCPA Winter Cluster to get the group rate.

 

Beau Rivage, Biloxi
875 Beach Blvd.
Biloxi, MS 39530

RESERVE HERE

ARRIVE A DAY EARLY FOR ETHICS – ETHWC - Beau Rivage, Biloxi
Wednesday, November 20 – 3:00-5:40pm
2024 Ethics Course for Louisiana CPAs in Public Practice & Business & Industry
Kurt Oestriecher, CPA 
REGISTER HERE

Leader(s):

Leader Bios

Magdalen Bickford, Managing Member - New Orleans Office, McGlinchey Stafford

Magdalen Blessey Bickford is Chair of McGlinchey’s Labor and Employment section and Managing Member of the firm’s New Orleans office. Mag represents businesses and management in labor and employment litigation and provides general legal counsel on a variety of workforce matters. As a provider of management counsel, training, and education, Mag advises employers on best practices in the workplace and on drafting and implementing effective policies and procedures. Because the regulatory framework is constantly evolving, Mag helps clients navigate the changes in statutes such as the FLSA, LRA, EEOA, FMLA, ADA, and other laws. Additionally, she has successfully advocated on behalf of management in courts and administrative agencies in several states and before the EEOC and NLRB. With extensive litigation experience, Mag has also represented several non-profit and educational institutions in addition to her corporate clients.

Return to Top

Greg Booth Jr., EAG Gulf Coast, LLC

Gregory Booth is a Partner in the firm’s Tax Services Group. With over 15 years of extensive public accounting experience, Greg primarily focuses on Federal tax compliance, planning and research.
Greg has cultivated strong relationships with clients throughout the Gulf South region, with particular emphasis on the real estate, restaurant, and professional service sectors. Greg’s dedication to his clients extends beyond day-to-day tax matters, as he provides invaluable advice and strategic insights to support their long-term tax planning goals.
Prior to joining the firm, Greg was a Director at Postlethwaite & Netterville (P&N), a leading full-service accounting and business advisory firm.
In addition to his exceptional contributions in the accounting industry, Greg generously shares his knowledge and passion as an adjunct professor at Loyola University in New Orleans, Louisiana. Every fall semester, he imparts invaluable insights to aspiring accounting professionals, shaping the future of the field.

Return to Top

Susanne Cooper, McGlinchey Stafford

I became an employment lawyer because I love working with people and helping them out. This work is 
personal and practical and provides a valuable service. Whether they employ five people or five 
thousand, my clients depend on me to stay in business by resolving personnel issues that could put 
the company at risk. Employment law isn't an abstract issue; we all encounter it, and I enjoy helping employers and 
business owners find effective solutions when things go wrong.

Susanne Veters Cooper helps companies maintain successful employer-employee relationships through 
advice and counsel and in litigation. She helps them navigate discrimination and harassment, 
employee attendance issues, Equal Employment Opportunity Commission (EEOC) charges, Family and 
Medical Leave Act (FMLA) compliance, and challenges related to retaliation, whistleblower, and 
wrongful discharge claims.

Susanne develops practical and cost-efficient strategies for resolving disputes before they become lawsuits. She trains
managers on sound workplace policies and practices. And when situations become contentious, Susanne 
draws on more than 15 years of litigation experience to defend employment claims in court, 
including those brought to a jury.

A former Employee Relations Consultant at a 30,000+ employee healthcare system operating throughout 
Louisiana, Susanne brings a hands-on, solutions-driven approach to every client engagement. She 
also worked as the General Counsel and Human Resources Director of a New Orleans-based restaurant. 
Susanne offers comprehensive advice, sensible counsel, and clear guidance on avoiding disputes in 
the first place, resolving them efficiently when they arise, and mounting an effective defense when 
matters proceed to litigation or trial. Clients know she's always ready to roll up her sleeves and 
dig into a problem to provide a personalized response that aligns with their strategic and 
financial objectives.

Earlier in her career, Susanne practiced at McGlinchey, advising employers on employee management 
and litigating employment disputes in state and federal court.

As Honorary Consul for the Federal Republic of Germany, Susanne collaborates closely with the 
Consulate General of the Federal Republic of Germany in Houston to foster positive German-American 
relationships. In this role, she assists German citizens living in Louisiana with passport 
applications and lost passports, dual citizenship and naturalization
applications, and notarizing transactions.

Return to Top

J. Inzina, J Michael Inzina, CPA, CGFM, CGMA

J. Michael Inzina is founder and CEO of Audit Litigation Training and Efficiency Consulting, Inc. (ALTEC), a consulting company serving public accounting firms and other accounting and auditing organizations on matters of audit efficiency, continuing education, litigation and ethics.

Mike has been named Outstanding Instructor by the American Institute of CPAs and several state societies 13 times, and has served on several national committees, including: AICPA Professional Ethics Executive Committee, Auditing Standards Board, AICPA Independence and Behavioral Standards Subcommittee and Governmental Technical Standards Committee.

Return to Top

Sandy Michelet, Sparkhound

Sandy Michelet is the Director of People Strategy for Sparkhound’s growing team of 250+ employees and four regional offices. She joined Sparkhound in 2014 with 20 years of senior human resources leadership, including tenure at a Fortune 500 company, experience in the public sector, and work in both the healthcare and technology industries. Sandy leads Sparkhound’s people-focused strategies and initiatives to develop a high-performing, engaged culture. With responsibilities including performance management, organizational development, employee relations, talent acquisition, compensation, and benefits, she embraces two Sparkhound core values essential to the creativity and individuality that define a Sparkie: “Create Value” and “Have Fun.”
 
Sandy is actively engaged in the human resources community and frequently serves as a keynote and session speaker for multiple local and national HR conferences and associations. She is the immediate past State Director Elect of Louisiana SHRM. Sandy previously served as President of GBRSHRM in 2013 and is currently the co-chair of the GBRSHRM Fall Conference. She holds both the Senior in Professional Human Resources designation and the SHRM-SCP. She earned a master’s degree in workforce development from the University of Southern Mississippi and a bachelor’s degree from Louisiana State University where she proudly served as a member of the LSU Tiger Band.  

In addition to leading the Sparkhound Nation, Sandy is a dedicated advocate and powerful voice for the growing community of women who are unable to have children. Her personal struggles with infertility and firsthand realization of the lack of support and assistance for childless women led her to launch TheChildlessLife.com, a blog dedicated to women for whom children are no longer an option. By sharing her own story and empowering other women to do the same, Sandy has created a network of compassion and support for those moving toward acceptance as a childless woman. In 2018, she partnered with World Childless Week and was instrumental in motivating Louisiana and Baton Rouge to become the first U.S. state and city to officially recognize World Childless Week. As a result, she was selected as a World Childless Week Champion and served as a speaker for the Hope Narrative Conference.
 
Sandy is also a lead singer with Trilogy and enjoyed playing with Something Blue, Stormy and Carbon Copy over the last 20+ years.
 

Return to Top

Kurt Oestriecher, Partner in Charge, Oestriecher & Company, APAC, CPAs

Kurt Oestriecher is partner in charge of accounting and auditing services with Oestriecher & Company, CPAs, in Alexandria, and is also involved in litigation support and small business consulting engagements.

Kurt is a 3-time recipient of LCPA’s Outstanding Discussion Leader Award and has been named an Outstanding Discussion Leader for the AICPA 10 times. Kurt has served on the Accounting and Review Services Committee, AICPA Council, and has authored several courses for the AICPA and LCPA.

Return to Top

Non-Member Price $679.00

Member Price $479.00