CPE Catalog & Events
Start Here and Get on Course
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, Surgent, AHI, AICPA, and K2 Enterprises to deliver high-quality webcast and self-study content in a convenient and cost-effective manner. Stand-alone courses and all-access packages are available. Filter using the Vendor name. Learn more.
One Big Beautiful Bill: A Deep Dive with Louisiana Leaders
-
Online/Webcast
4.00 Credits
Major tax changes are here, are you ready? Join us for One Big Beautiful Breakdown of the One Big Beautiful Bill. Tailored for Louisiana CPAs, business advisors, and firm leaders, this session unpacks what the bill means for you, your clients, and your business. Hear directly from top Louisiana tax specialists Gina Rachel and Brandon Lagarde in this 4 hour session as they highlight key individual and corporate provisions, practical implications, and the next steps you need to take.
2025 Annual Meeting & Election of Officers
-
New Orleans
0.00 Credits
Join us for our annual luncheon at The Ritz-Carlton, New Orleans as we usher in the 2025-26 LCPA Board of Directors. Bridget Kaigler, 2024-25 Chair, will reflect on her past year, and Incoming Chair Anthony Rutledge will share his theme for the year to come. This is the perfect time to reconnect with friends and celebrate our new leaders in this historic hotel. Stay the night and celebrate with the new board at the 1st Annual Ledgers & Legends Ball. A night of celebration & recognition. NOTE: Registration for the Business & Energy Conference includes the annual lunch, no separate lunch registration required for conference attendees. 2025-26 BOARD NOMINEESThe LCPA Nominating Committee met April 4, 2025, and selected the following slate of candidates: Chair-ElectKenneth Champagne, CPA, CGMAConfieBaton Rouge, LA TreasurerJim Schneider, CPA, CIAThe Personnel Consulting GroupNew Orleans, LA At-Large Members (2 year terms) Jacques Bourque, CPA, MBACatalyst BankLafayette, LA Samantha Falgout, CPA, MBANicholls State UniversityThibodaux, LA Hampton Roane, CPASilas Simmons, LLPMonroe, LA Jeremy Thibodeaux, CPAErickson Krentel, LLPNew Orleans, LA At-Large Member (1 year term) Jessica Cormier, CPABPMBaton Rouge, LA These positions not requiring a member vote: As current Chair-Elect, Anthony Rutledge, CPA, MBA will accede to Chair. Bridget Kaigler, CPA, CGMA will serve as Immediate Past Chair. The following members will return for the second year of their two-year terms: Nene Gianfala, CPA/ABV, ASA-BV/IA Chaffe & Associates, IncNew Orleans, LA Nicolette Releford, CPAIntuitBastrop, LA Brett Summerville, CPAHannis T. Bourgeois, LLPNew Orleans, LA Dr. Laura Wiley, CPALSU Department of AccountingBaton Rouge, LA * Only LCPA members in good standing are eligible to vote. Candidate and Student Affiliates are welcome to attend but are not eligible to vote in the election.
Ledgers & Legends Ball
-
New Orleans
0.00 Credits
Join us for a Night to Remember at the First-Ever Ledgers & Legends Ball. The Society of Louisiana CPAs invites you to an unforgettable evening of elegance, connection, and celebration at our inaugural Ledgers and Legends Ball, a black-tie optional event, honoring the excellence, leadership, and legacy of the CPA profession. This glamorous gathering will feature live music, elegant gourmet offerings, and plenty of opportunities to connect with fellow professionals in a lively, elevated atmosphere. All are welcome as we come together to celebrate not only the profession itself, but the people who shape its future. We'll shine a spotlight on this year's award winners, recognize the contributions of our past LCPA chairs, and introduce the new leadership and board members guiding us forward. Celebrate the legacy. Honor the legends. Welcome the future. 7:00-8:00pm - Arrival, Gourmet Reception Fare, and Recognition Presentation 8:00-11:00pm - Celebrate and Dance the Night Away with Live Music from the Phunky Monkeys
Strategic Foresight
-
Online/Webcast
1.00 Credits
See more dates
In this FutureReady course, Tom Hood explains how Strategic Foresight is crucial to preparing your organization for a future of exponential change. First, he defines Strategic Foresight and shares different ways of applying it. Then, he demonstrates how to prepare for a future that you can't yet see. And finally, Tom covers different types of innovation and how to apply them to your career and organization.
More Dates
Surgent's Guide and Update to Compilations, Reviews, and Preparations
-
Online/Webcast
4.00 Credits
See more dates
Specifically designed for preparation, compilation, and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-27 by the AICPA's Accounting and Review Services Committee (ARSC). The course also reviews recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.Speaker - Ken Levine
More Dates
Operations Level Internal Control
-
Online/Webcast
4.00 Credits
See more dates
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Karl Egnatoff, CPA.CITP
More Dates
2025 Annual Update for Accountants & Auditors
-
Online/Webcast
8.00 Credits
See more dates
This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We'll then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. We'll also review year 2 considerations for leases including modification accounting. Then we will switch gears, switching to the audit side of the house. We'll review the impact of the changes to auditing group audits as well as the status of the AICPA's quality management project management. This course will keep auditors up to date on the work of the ASB. 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
More Dates
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation
-
Online/Webcast
8.00 Credits
See more dates
As staff members gain more experience, they are expected to take on more complex assignments with minimal supervision. This course is designed to be a steppingstone for staff interested in pursuing more advanced partnership and LLC issues than mere preparation. The material provides a deep life-cycle study into critical areas of formation, special allocations of income and deductions, basis calculations and implications of recourse and nonrecourse debt, basis step-up under 754 on traªnsfers of ownership interest, distributions, self-employment tax issues, and termination and liquidations of an LLC. With a blend of legal and tax ramifications regarding LLC-specific issues, this course identifies all the major areas that are potential sources of increased complexity.Speaker - Sue Smith, CPA
More Dates
Microsoft 365 Application Lightning Round Review-Updated
-
Online/Webcast
1.00 Credits
See more dates
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. 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 Higgins, CPA.CITP
More Dates
Accommodation Requests - Substance Abuse - Contagious Infections
-
Online/Webcast
1.00 Credits
See more dates
Good judgment works well in handling most employee relations matters. However, there are special situations where legal requirements dictate specific handling to avoid significant personal and employer liability. This course provides practical knowledge and scripts for responding to requests for accommodation regarding religious practices or disabilities, confronting employees in substance-abuse situations, and handling disclosures of contagious infections so that individual is properly helped, and the health of your workforce is protected. Speaker - Mike Mirarchi
More Dates
State Tax Nexus: Frequently Awkward Questions
-
Online/Webcast
2.00 Credits
See more dates
Award winning discussion leader Mark Hugh discusses both nexus basics and new developments in the dynamic, ever changing world of state income and sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in states comprising 50% of the US, and identifies free, online multistate resources. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com Speaker - Mark Hugh
More Dates
S Corporations: Calculating Shareholder Basis
-
Online/Webcast
2.00 Credits
See more dates
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Steven C. Dilley, CPA, JD, PhD
More Dates
Surgent's Marijuana: A Generalized Business Viewpoint
-
Online/Webcast
2.00 Credits
See more dates
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a complex regulatory landscape, which includes strict compliance with federal and state regulations. However, the complexity of this emerging market provides opportunities for accountants and other financial professionals. Behind the cannabis dispensaries are scores of related business sectors including food production, retail, farming, and chemical production, as well as facilities, design, and construction. Simply stated, the commercialization of marijuana offers financial professionals an opportunity to participate in an industry expected to reach $73 billion worldwide within six years.Speaker - Jason Cornell, Esq.
More Dates
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes
-
Online/Webcast
2.00 Credits
See more dates
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income. It covers strategies that can be used to reduce clients' exposure to the self-employment tax and Social Security tax.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
More Dates
Surgent's Schedules K-2 and K-3: Filing Requirements
-
Online/Webcast
2.00 Credits
See more dates
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2024 tax year, this course is an essential guide for tax preparers on how to identify which entities need to complete these schedules and how to identify which parts are applicable to a given taxpayer. The filing requirements are broad and often not very intuitive, catching many practitioners unaware that more schedules and parts are applicable to more taxpayers than anticipated. This course includes a deep dive into the domestic filing exception, a discussion of filing requirements of each part of Schedule K-2, and numerous examples of common taxpayer scenarios. Please note: Surgent also offers a companion course, "Schedules K-2 and K-3: Preparation of Forms" (KPF2).Speaker - Renata Maroney (Stasaityte), CPA
More Dates
Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
-
Online/Webcast
2.00 Credits
See more dates
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S corporation shareholders, as well as which taxes are assessed at the entity level. Finally, we will discuss how state level taxation may have changed permanently with the addition of PTE elections.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
More Dates
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
-
Online/Webcast
4.00 Credits
See more dates
With the AICPA's heightened focus on enhancing audit quality, increased oversight of the peer review process and the auditor's overall responsibility to provide high quality services, the focus on compliance with professional standards has never been greater. Add to that the requirement to implement the revised risk assessment standards (SAS 145) and it's easy to see why it's more important than ever to ensure that auditors have a good understanding of the requirements and comply with documentation standards. Recent peer reviews have indicated that auditors are often failing to perform and/or document certain critical components of an audit such as the auditor's assessment of risk and linking the results of the assessment to substantive procedures performed. In addition, auditors are not adequately documenting their consideration of fraud, expectations in analytical procedures and the appropriate level of work needed to understand an entity's internal control. The AICPA issued its Quality Management Standards in 2022. Firms are required to implement the standards by December 15, 2025. And the firm's evaluation of the System of Quality Management is required within one year after that. This is not just a matter of tweaking the firm's existing QM document, the standard requires a risk assessment process to identify risk. The objective of the course is to provide the insights necessary to help auditors and accountants improve not just the quality of their work but also the perception of the accounting profession as a whole. We will focus on the most significant items resulting in deficiencies identified in the peer review process. We will also discuss the applicable audit standards, documentation requirements, and best practices. We will address the new QM standards.Speaker - Marci Thomas, CPA
More Dates
Live Webinar K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
-
Online/Webcast
8.00 Credits
See more dates
Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data. For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may sometimes be impossible. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor small organizations' internal controls, security, and anti-fraud measures.Speaker - Steve Yoss
More Dates
Grading Your Auditors - Are You Getting the Most Value?
-
Online/Webcast
2.00 Credits
See more dates
An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA. 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
More Dates
Profit in Precision: The Direct Link Between Data Governance and Value Creation
-
Online/Webcast
1.50 Credits
Modern data governance requires a holistic approach across finance, risk, IT and other departments. Although it can seem daunting, the right methodology and a value-focused approach can break it into manageable phases that deliver ROI at every step. This webcast is a rebroadcast from the 2024 AICPA & CIMA ENGAGE conference.