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Welcome to our online catalog. LCPA offers thousands of live and online courses to satisfy your professional development needs. Our easy-to-use filter enables you to find just the right courses to enhance your knowledge and help you succeed even more.
Whether you have an hour during lunch or an entire day, LCPA provides quality, flexible options to fit your schedule. Look for the "See more dates" dropdown to view availability. Several events/classes produced by LCPA can be taken either LIVE (In-Person) or VIRTUAL—please ensure you register for the correct one.
LCPA is proud to partner with ACPEN, CPA Crossings, and Surgent to deliver high-quality webcast and self-study content conveniently and cost-effectively. Stand-alone courses and all-access packages are available. Filter using the Vendor name. Learn more.
Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers
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Online/Webcast
8.00 Credits
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Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation.
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Surgent's Securing a Comfortable Retirement in the Age of Spending
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Online/Webcast
8.00 Credits
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This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
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The Best Individual Income Tax Update Course by Surgent
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Online/Webcast
8.00 Credits
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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
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2024 Govermental Accounting & Auditing Conference - 2nd Day Only - Live In Person
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Baton Rouge
8.00 Credits
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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.
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2024 Govermental Accounting & Auditing Conference - 2nd Day Only - Webcast
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Online/Webcast
8.00 Credits
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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.
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Reasonable Compensation for S Corps
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Online/Webcast
2.00 Credits
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Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Paul Hamann
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Budgeting: Presenting and Communicating your Numbers
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Online/Webcast
2.00 Credits
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The budgeting process can be a time consuming and frustrating process for accountants. The constraints and pressures can lead to poor decisions in both the technical and human components. This session will cover: Budgeting: Presenting and Communicating your Numbers • Now that the budget is complete, how we communicate our plan is critical. this session reveals some key guidelines in budget presentation and will identify key problems in how people often communicate financial plans. Speaker - Bob Mims
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Project Management: Employ Best Practices & Mindset
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Online/Webcast
2.00 Credits
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Project Management is not the same as workflow management, and a project manager is more than a task master. Driving change, leading a team and managing client engagements requires a great deal of organization and planning. Successfully launching a new technology, onboarding clients, developing a new service line ... all takes more than a checklist of to-do items. You need to monitor risks and opportunities. You need to gain buy-in to drive adoption. Proper scoping and projections help keep projects on course, and not become a costly experiment that gets shoved to the back burner. Project managers are trained in analyzing the data while also managing people. In this session explore basic project management best practices and mindset to more effectively managing change in your firm.Speaker - Samantha Mansfield/Jessica Hartsfield
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Surgent's Strategies for Maximizing Social Security Benefits
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Online/Webcast
2.00 Credits
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As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.
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2024 Fiduciary & Tax Accounting Guide for Estates and Trusts
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Online/Webcast
4.00 Credits
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This course will review the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus. Critical issues, rules, and special opportunities when preparing your clients' Form 1041 U.S. Income Tax Return for Estates and Trusts will be examined, including what is considered taxable income and allowable deductions. Planning and potential pitfalls will also be explored. Speaker - Doug Van Der Aa, CPA, JD
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Emotional Intelligence: The Critical Factor in Success
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Online/Webcast
2.00 Credits
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Emotional intelligence is an individual's capacity to understand both their own and other people's emotions, as well as how to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social success. Every business leader can improve their Emotional Intelligence, including you. Many businesses utilize EI for promotions and hiring. This session will discuss the twelve keys to EI and proven tactics to help every aspiring leader "work smarter". This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Don Minges, MBA
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2024 Single Audit Update
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Online/Webcast
2.00 Credits
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This course will start with a review of the impact of the 2024 Compliance Supplement on Single Audits, as well as, the changes to the Uniform Guidance. We will also review common audit deficiencies found in Single Audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Melisa F. Galasso, CPA
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CFO Series: Re-invigorating Your Career: Planning Your Path
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Online/Webcast
2.00 Credits
A career is a long time and yet looking back it appears to have been in the blink of an eye. If you have ever engaged in discussions with mentors or peer groups you may have heard the, "I wish I had ___". This course is a review of keeping you individually prepared and ready for all the various changes that will make your career. We start with where you are today and where you want to be? We discuss practical tips for professionals to be more prepared for changes that will certainly come over the course of your career. What are my career possibilities? The goal is that some of these ideas discussed will avoid more of the "I wish I had ____", and will convert them to, "I'm so glad I ____". We all have heard the maxim, "Failure to plan is planning to fail." We are planners by nature, let's plan our career and the career of those who report to us.Speaker - Robert Mims, CPA
Office 365 Teams App - Optimizing Your Setup & Configuration
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Online/Webcast
4.00 Credits
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If you are familiar with the Office 365 Teams app, you know it is an extremely powerful tool to transform the way you communicate, collaborate and share knowledge. What you may not know is how to configure Teams to optimize your ROI and how effectively your team members use it. This course takes you on a tour of the important setup and configuration settings you need to be familiar with to ensure the best Teams experience for your organization. Whether you are already using Teams, in the process of deploying it, or are contemplating whether or not to bring it into your organization, this course will prove to be invaluable. The information shared in this course is sure to help you avoid costly mistakes in your Teams app deployment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - John H. Higgins, CPA.CITP
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Audit 203: Auditing Accounts Receivable - Common Risks
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Online/Webcast
2.00 Credits
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Auditing Accounts Receivable - Focusing Procedures for Testing Existence and Valuation will explain tips and best practice techniques for auditing common accounts receivable risks, primarily focusing on existence and valuation. Accounts receivable tends to carry higher risk of material misstatement due to the complexity and subjectivity involved with initial recognition, subsequent measurement, and valuation. In addition, revenue recognition is presumed to be a significant fraud risk. Note: This course is recommended as a part of a 16-hour audit skills curriculum for experienced staff auditors, while it is also appropriate for anyone who has responsibilities for auditing accounts receivable. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jennifer F. Louis, CPA
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Surgent's Successfully Completing a Gift Tax Return -- Form 709
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Online/Webcast
2.00 Credits
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Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before death can be extremely tax efficient for the client and profitable for the practitioner filing the gift tax return. Learning how to file a basic gift tax return can help you attract and retain clients, increase your value-add, and generate revenue.
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Creating Rapid Rapport for Increased Business
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Online/Webcast
4.00 Credits
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You only have one chance to make a good first impression. In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever. Fortunately, this is an easily learnable skill that can serve you in both business and in life. People who can master the one minute relationship end up making more money, being better liked, and enjoying their clients more. Speaker - Jonathan Robinson
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2024 Fiduciary Accounting for Estates and Trusts
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Online/Webcast
4.00 Credits
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Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting. Speaker - Doug Van Der Aa, CPA, JD
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KPI Bootcamp for Small Businesses
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Online/Webcast
5.00 Credits
Running or advising a small business? KPI Bootcamp can help you quickly find and deploy the right KPIs to achieve your, or your client's, goals. Delivered by Bernie Smith, KPI specialist and overloaded small business owner, this course will help you quickly select a handful of powerful measures that apply to your business. The step-by-step approach helps you sharpen your objectives and select the right KPIs to drive growth and profit. Every one of the 412 included KPIs (as free PDF download for every participant) includes a full plain-English definition and also covers business benefits, case-study examples and practical tips. Speaker - Bernie Smith
Project Management: Getting the Best Out of Your Team
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Online/Webcast
2.00 Credits
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With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value, and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as, manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team.Speaker - Samantha Mansfield/Jessica Hartsfield