CPE Catalog+Events

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

Join leaders and experts at our Financial Institutions Conference, where we ignite financial change through innovation and collaboration. You will learn strategies, industry trends, and technologies shaping the future of banking. Through dynamic discussions, strategic insights, and networking opportunities, discover how to drive financial innovation and navigate change. Enjoy LCPA's discounted rate at the Renaissance Hotel when you reserve your room by September 1st. CONFERENCE AGENDA 7:30 – 7:55 am Registration & Continental Breakfast  7:55 – 8:00 am  Welcome & Opening Remarks  8:00 – 9:30 am Gazing into the Crystal Ball: A Look at the Energy Economy and Our State  Loren Scott, PhD • Loren C. Scott & Associates, Inc. • Baton Rouge, LA Will the country make it through 2024 with just a "soft landing"? What are all these wild things going on in the energy sector? A National Climate Emergency? Starting in 2025 we go from 9 to 10 MSAs? What is the new one? What is going on in these economies?  9:30 – 9:50 am Break  9:50 – 10:50 am Accounting and Auditing Update Candy Wright, CPA, CFF • Eisner Amper • Baton Rouge, LA Celeste McDonald, CPA, CFSA • Eisner Amper • New Orleans, LA  10:50 – 11:50 am Legislative/Regulatory Update Joe Gendron • LBA • Baton Rouge, LA  11:50 am – 12:50 pm Lunch  12:50 – 1:50 pm Balance Sheet Management in 2024 and Beyond T. Jefferson “Jeff” Fair, CVA • American Planning Corporation • Shreveport, LA tightening liquidity, Fed rate cuts on hold and the potential for an inverted yield curve through the remainder of the year, what can banks do to manage liquidity, interest rate risk and regulatory expectations without jeopardizing future earnings?   1:50 – 2:50 pm Trends in Financial Institution Fraud E. Michael “Mike”Thomas,CPA, CIA, CBA, CFE, CRP, CFF, CRMA  • Internal Audit/Fraud Prevention Consultant – Retired Partner/Crowe LLP • Edisto Island, SC  2:50 – 3:20 pm Networking Break  3:20 – 4:30 pm The State of Payments Rebecca Kruse • Independent Community Bankers of America Payments • Washington, DC Join me for a primer on the current state of payments with a focus on the emerging products and technologies that are shaping the future of instant payments, credit and debit card offerings and risk/fraud mitigation. We’ll also explore how these developments are impacting the trends of legacy systems including wires, checks and ACH. 

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Join us at our Women’s Conference where we celebrate the power and potential of every woman. This special CPE event is designed to illuminate pathways to leadership, personal growth, and success. Through inspiring keynote speakers and networking opportunities, we encourage each participant to embrace their unique strengths and talents. Together, let’s ignite our inner light, inspire change, and shape a brighter future. Enjoy LCPA's discounted rate at the Renaissance when you reserve your room by September 5th. CONFERENCE AGENDA 7:30 – 7:55 am Registration and Continental Breakfast  7:55 – 8:00 am Welcome & Opening Remarks  8:00 – 9:00 am Breaking Barriers: Managing the Generational Divide for an Expanding Workforce Susan Fahey Desmond, JD • McGlinchey • New Orleans, LA Andrew Albritton, JD • McGlinchey • New Orleans, LA Courtney Joiner, JD • McGlinchey • New Orleans, LA A modern workplace can include individuals born in five different generations, each with unique and diverse life experiences. To create an inclusive work environment, employers and managers need to be conscious of those experiences, to ensure collaboration, respect, and empathy. Presented from both a social and legal perspective, McGlinchey’s age-diverse Labor and Employment team will discuss historical impacts, effective communication, difficult conversations, applicable law, and personal stories about how to manage the multigenerational workforce.  9:00 – 10:00 am  Delegate to Elevate: Mastering the Art of Work-Life Balance Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • Metairie, LA Learn how effective delegation and personal discipline can harmonize professional success with a fulfilling personal life, guided by Becky’s unique blend of expertise in public accounting and martial arts. Gain practical insights that will empower you to excel in your career while nurturing personal pursuits, making balance not just achievable but sustainable.  10:00 – 10:20 am  Break  10:20 – 11:30 am Panel: The Path to Here Megan Courtney, MBA, CPA • Hogan Taylor • Livingston, LA Karen Foust, CPA, CGMA, PhD • Tulane A.B. Freeman School of Business • New Orleans, LA Trish Thibodeau, CPA • LaPorte CPAs & Business Advisors • Metairie, LA Cloreece Knight, MBA, CPA • Knight CPA Services • New Orleans, LA Yasmine Johnson, CPA • Hudson Auto Group • Slidell, LA Join us for an inspiring panel featuring four diverse leaders as they share their unique journeys and career milestones. These accomplished professionals will discuss the challenges they've overcome and the strategies they've employed to succeed in the accounting field. Their stories promise to provide valuable insights and motivation for aspiring accountants and professionals alike.  11:30 am – 12:30 pm   Lunch  12:30 – 1:20 Prioritizing Women's Health is Self-Care Dr. Alisha Reed • Pharmacist and Wellness Advocate • New Orleans, LA This pharmacist-led presentation is designed to educate and empower women to take control of their health by integrating it into their self-care routines. This presentation will address common health issues, share practical strategies for achieving a healthy lifestyle, and provide actionable tips to help women lead more balanced and fulfilling lives.?  1:20 – 2:10 Empower Your Presence: Transformative Personal Branding Tools to Achieve Your Growth Goals Mary Jane Walsh • Mary Jane Walsh THRIVE – Business and Life Coaching • New Orleans, LA • Learn how branding can accelerate career advancement, drive referrals and open the door for new opportunities. • Know what sets you apart and overcome visibility fears and challenges. • Learn tactical tools to communicate your value and deliver the most impact.?  2:10 – 2:30 Break  2:30 – 3:20 Time and Energy - Using Both Cognitive and Time Management to Prioritize Work Catherine Roe, CPA • Cowart Roe CPA LLC • Metairie, LA In this engaging one-hour training session, participants will learn how to harness their cognitive abilities to effectively plan schedules and prioritize tasks, both in their professional and personal lives. By understanding and optimizing their mental capacity, attendees will gain powerful tools to enhance productivity and maintain balance. Key Takeaways: • Cognitive Management: Discover strategies to leverage mental energy and focus for better decision-making and task prioritization. • Time Management Integration: Learn how to seamlessly incorporate cognitive strategies into traditional time management practices to create a comprehensive approach to productivity. • Practical Techniques: Gain actionable insights and methods to manage daily tasks, reduce overwhelm, and achieve goals more efficiently. • Work-Life Balance: Explore ways to apply these principles to both work and personal life, ensuring a balanced and fulfilling daily routine. Who Should Attend: This session is ideal for professionals, entrepreneurs, and anyone looking to improve their time management skills by first mastering their cognitive resources. Whether you're striving to boost productivity at work or seeking more balance in your personal life, this training offers valuable insights for all.   3:20 – 4:20 AI Personal Assistant: Using AI to Elevate Your Professional and Personal Lives Steven Kraemer • Louisiana Legislative Auditor’s Office • Baton Rouge, LA 

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

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  Healthcare UpdateMichael 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  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

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

This conference will cover all the latest changes in auditing and accounting for government entities, like the expected increase in single audits, agreed-upon procedures, and more. Plus, the content is delivered by the folks who know best, including our friends at the Legislative Auditor’s office. 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. Details of this years agenda and speakers will be posted soon.

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This conference will cover all the latest changes in auditing and accounting for government entities, like the expected increase in single audits, agreed-upon procedures, and more. Plus, the content is delivered by the folks who know best, including our friends at the Legislative Auditor’s office. 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. Details of this years agenda and speakers will be posted soon.

More Dates

This conference will cover all the latest changes in auditing and accounting for government entities, like the expected increase in single audits, agreed-upon procedures, and more. Plus, the content is delivered by the folks who know best, including our friends at the Legislative Auditor’s office. 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. Details of this years agenda and speakers will be posted soon.

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The Fraud Course is designed to provide its participants with an understanding about the types of fraud that may occur that may result in material misstatement in the financial statements under audit. The course takes an internal control-based approach to identifying fraud risks and risk factors and responding to those risks or the presence of risk factors with extended procedures that are specifically designed to assist auditors in determining whether fraud is occurring, and if so, whether it results in material misstatement to the financial statements.

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

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.

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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

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.