CPE Catalog & Events
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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, 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.
2025 Louisiana Tax Conference - Both Days - Live In Person
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New Orleans
16.00 Credits
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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.Join us for two days of networking, holiday cheer, and expert insights at the beautifully decorated Ritz-Carlton. Connect with top practitioners and award-winning speakers to get ready for the busy season ahead. Register today for a festive and informative experience! The conference agenda is planned by a committee of leading practitioners and features award-winning speakers from around the country. Bonus Festive Fun Awaits:• Take the self-guided holiday lights walking tour and soak in the season’s magic Wednesday or Thursday night (sharing more details soon)• Compete in our Holiday sweater contest on Conference Day 2, December 12. (ugly, funny, or fabulous, all are welcome!)• Enjoy surprises, treats, and giveaways throughout the event for in-person attendees including a 2 night 3 day stay at the beautiful Lodge at Gulf State Park! AGENDA Day 1 - December 11 8:00-8:30am - Registration, Breakfast, & Opening Remarks 8:30-10:00 Individual Tax Update:?One Big Beautiful Bill and More Gina Rachel, CPA • EisnerAmper • Metairie, LA Let’s prepare for tax season 2026. Yes, there is still time for year ending planning. 10:00-10:20 Break 10:20-11:10 What is happening in DC? Melanie Lauridsen • AICPA & CIMA • Washington, DCFeeling buried under a mountain of tax legislation and regulatory updates?Staying ahead of every change that could impact you and your clients is no small feat. This session is designed to empower tax professionals with the latest intelligence on key tax developments. From breaking news to strategic insights, we’ll dive into what matters most—including where the IRS stands on guidance related to the implementation of H.R. 1 (commonly known as OBBBA). Walk away with real-time tax intelligence you can use—today.What you’ll gain:• A clear understanding of the hottest tax topics and how they affect your clients and your practice.• A forward-looking view of the legislative landscape, including technical and administrative issues.• AICPA resources to help you confidently navigate and implement H.R. 1. 11:10-12:00 Funny Numbers – Exploration of True Crimes of Louisiana Tax Preparers & their ClientsBrooke Barnett-Bernal, JD • Partner – Long Law Firm, LLP • Baton Rouge, LAShannon Talamo, JD • Associate – Long Law Firm, LLP • Baton Rouge, LASometimes a client’s suggestion or mistake can put the CPA between a rock and the IRS. Sometimes it’s the CPA who puts the client there. Brooke and Shannon will present some of the more memorable, recent cases in which CPAs have found themselves crossways with the law and tell you how they got there. 12:00-1:00 Lunch 1:00-1:50 Current Interactions with the IRS Michael Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX This session will review client advocacy in an era of evolving IRS enforcement in both criminal and civil IRS matters.? The IRS has publicly announced a shift in hiring needs and areas of enforcement priorities.? The presentation will focus on specific areas of IRS enforcement, such as efforts against alleged abusive trusts, tax credits, and specific audit and collection efforts.? 1:50-2:50 Self-Employment Taxes, Limited Partner Exception, Recent Cases, and Future Regulations Hale E. Sheppard, Esq. • Eversheds Sutherland • Atlanta, GA Many partnerships are now under attack. The IRS claims that they have incorrectly treated their owners as “limited partners,” thereby allowing them to escape self-employment taxes on their distributions. Partnerships base their positions on a law enacted way back in 1977, which has never been updated.? The broad scope of the “limited partner” exception, governmental inaction over the next five decades, and the IRS’s recent Compliance Campaign have led to chaos. This presentation chronicles the major events culminating in the current court disputes. 2:50-3:10 Break 3:10-4:00 Expanded Opportunities to Accelerate Depreciation under OBBBA J. Curt Gautreau, CPA, CCSP • Cost Segregation Initiatives • Baton Rouge, LA Curt will discuss the permanent bonus deduction and the new 100% deduction for newly built manufacturing facilities. He will also discuss how to determine the maximum bonus deduction for assets under purchases agreements on January 19, 2025 and self-constructed assets placed in service after passage of the bill. 4:00-4:50 Estate and Gift Tax Update Raymond Ladouceur, JD, MBA, CPA • Ladouceur Law Firm, LLC - Raymond P. Ladouceur, CPA, LLC • Abita Springs, LA We will cover recent developments in estate and gift tax including those in the OBBBA. Day 2 - December 12 7:30-8:00Registration, Breakfast, and Opening Remarks 8:00-9:10 Business Tax Update -Partnership Brandon Lagarde, CPA, JD, LLM • EisnerAmper • Baton Rouge, LA 9:10-10:00 The New Normal for S CorporationsRob Keller, CPA, JD, LLM • KPMG • New Orleans, LAThis course delivers up-to-date coverage of recent legislative, regulatory, and judicial developments affecting S corporations. Participants will review key changes in tax law, IRS guidance, and case law impacting S corporation formation, operation, shareholder eligibility, distributions, and tax compliance. 10:00-10:20 Break 10:20-11:10 State of the StateRichard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LADepartment of Revenue Update on the implementation of the tax reform.11:10-12:00 AI for the Modern CPA: Navigating Risks and Harnessing Opportunities Justin Headley, CPA, CISSP, CISA, CRISC •?Warren Averett • Birmingham, AL Generative AI is rapidly transforming the landscape for financial professionals. This session provides a crucial update on current AI technologies, exploring how they can enhance efficiency and client services in tax, audit, and advisory. We will also establish a practical framework for managing the inherent risks—from data privacy to ethical considerations—ensuring you can innovate responsibly. 12:00-1:00 Lunch 1:00-2:00 Everything You Always Wanted to Know about Louisiana State and Local Tax, But Were Too Afraid To Ask Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA The presentation will cover all relevant current developments in Louisiana state and local taxation over the course of 2025, including tax legislation, caselaw developments, and regulatory and administrative items of significance. 2:00-3:00 Bird’s Eye View: National SALT Trends to Watch Jeff Birdsong, JD • Jones Walker • New Orleans, LA Whether you practice solely in Louisiana or provide advice on a multi-state basis, nationwide state and local tax developments will impact your practice. Stay ahead of the curve with this presentation on trends in multi-state taxation, including recent rulings, legislation, and regulatory action. 3:00-3:30 Break/Prize Giveaways 3:30-4:30 Trusts, Wills and Estates: A Practical Guide for CPAs Carl Servat III, JD, LLM • Lukinovich, APLC • Metairie, LA This presentation will provide CPAs with a practical overview of key estate planning tools and strategies, including Wills, Trusts, Powers of Attorney, Usufructs, and more. It will also address some post-mortem tax issues that may arise and some of the responsibilities of executors and trustees. Attendees will gain insights to better support clients through both lifetime planning and estate administration.
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Quality Management: A Practical Approach
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Metairie
8.00 Credits
Are You Ready for the New Standards? Beginning in 2025, the AICPA Quality Management (QM) Standards will usher in a host of new requirements. The first half of this course is designed to discuss the process of implementing the QM Standards. During the second half, participants will work on their firm's QM implementation process, including identifying potential quality risks, assessing those risks, developing responses, and meeting the new QM documentation standards. Join Paul Pierson (Senior Director, Peer Review & Professional Standards) and Heather Lindquist (Senior Director, Peer Review & Professional Standards) for this hands-on workshop. Paul and Heather are both with the Illinois CPA Society.
Long-Term Care Insurance: Make the Switch
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Online/Webcast
1.00 Credits
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How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients' motivations, misconceptions and objections to purchasing long-term care insurance, and a look at the latest long-term care solutions, including hybrids. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Katana Abbott, CFP, CSA
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Real Estate Professionals: Passive Activity Rules
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Online/Webcast
2.00 Credits
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When do they exist and how to report them? This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. *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 - Steven Dilley
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Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation
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Online/Webcast
2.00 Credits
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Realistic Excel training for skill development Shifting from manual inputs to automated formulas in Excel can help enhance data efficiency. Understanding that Excel can handle date and text values broadens the potential to improve efficiency when managing data in Excel. This webcast will focus on the following essential functions: EOMONTH MONTH and YEAR DATE CONCAT SUMIFS with CONCAT Practical hands-on Excel learning exercises taught by a highly engaging expert In this webcast, you'll develop your skills and implement Excel techniques that will boost the effectiveness of conditional summing functions using comparison operators. Additionally, you'll gain in-depth knowledge of the following: Adding helper columns Distinguishing key function differences Combining values *Session 7 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 8: Dynamic headers, mapping tables and error check] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-8--dynamic-headers-mapping-tables-and-error-check) to further prepare to tackle real-world issues and build powerful workbooks.*
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Surgent's 2025 Tax Update for Client Advisory Services
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Online/Webcast
4.00 Credits
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Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with - information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes to individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
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Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
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Online/Webcast
4.00 Credits
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Due to increasing scrutiny in the employee benefit plan area, it is imperative for auditors of 401(k) plans to remain up to date on the rules and regulations that may impact the audit engagement. In this course, auditors will enhance their knowledge by understanding the changes affecting audit procedures and reporting in accordance with recently issued Statements on Auditing Standards (SASs), identifying best practices, and performing efficient audit engagements.Speaker - Melissa Critcher, CPA, PC
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Surgent's Essential Depreciation and Expensing Update
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Online/Webcast
4.00 Credits
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The "permanent" changes from the TCJA may stand like a lion in the pathway of change, but Washington has its own definition of permanent. Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property. This course contains many examples and cases to illustrate the most important points of which CPAs need to be aware.Speaker - Michael Frost, CPA
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Tax Season Update for Individuals with Steve Dilley
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Online/Webcast
4.00 Credits
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This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of the numerous 2024/25 legislation. 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
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Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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Online/Webcast
8.00 Credits
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This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s and how it affects the basis calculations. **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 - J. Patrick Garverick
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2025 Annual Update for Governmental Accountants & Auditors
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Online/Webcast
8.00 Credits
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This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies. We'll then switch gears to review the GASB standards coming down the pike, including major projects of the GASB. When considering the audit side of the house, Yellow Book and Single Audit engagements are considered must-select engagements for Peer Review. This course will cover the Yellow Book independence requirements which are required any time an auditor performs a Yellow Book or Single Audit even when the engagement is for a for-profit entity. The session will also cover the changes to the Uniform Guidance. We'll close with a look at the key changes in the 2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. 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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Leases: Mastering the New FASB Requirements
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Online/Webcast
8.00 Credits
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FASB ASC 842, *Leases*, standards decoded By learning essential information about lease accounting requirements, you'll understand the core principles of the standards and how to apply them. You'll explore topics, such as: Identification Recognition Measurement Presentation and disclosure requirements Deliberate application of lessee accounting model You'll also learn about classifying leases, the amortization of the right-of-use asset, and the interest on a lease liability. Additional topics include: Short-term leases Purchase options Variable lease payments Sale and leaseback transactions Leveraged leases
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The Best Federal Tax Update Course by Surgent
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Online/Webcast
8.00 Credits
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In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU. Speaker - Bob Lickwar, CPA
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First Look Webcast: Practical Accounting Automation Using AI
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Online/Webcast
1.00 Credits
In this engaging and practical session, Dr. Andrew Schwartz will explore how artificial intelligence is transforming the field of accounting. Through real-world use cases and demos, this session demystifies AI, showing how it can be used today to automate repetitive tasks, streamline audits, detect fraud, enhance forecasting, and improve client service. Attendees will gain insights into tools already in the market, learn how to evaluate automation opportunities within their firms, and leave with actionable steps to begin leveraging AI responsibly. No programming required—just a curiosity to work smarter.forward. This program also qualifies for 50 minutes of CLE. Purchase this webcast as an individual program, or get the members-only First Look Bundle and save! 2025 First Look Webcast Series May 28401k & Employee Benefits Update Mary Hogan • Director, Advisory - HR Advisory & OutsourcingEisner Advisory Group LLC • Pittstown, NJCategory: Management CPE: 1 credit CLE: 50 minutes June 18 Disaster Planning Beyond the Calculations Gerard H. Schreiber, Jr., CPA • PartnerSchreiber & Schreiber, CPAs • Metairie, LACategory: Taxation CPE: 1 credit CLE: 50 minutes July 30Investment Strategies in a Volatile Market Tom Stringfellow, CFA®, CPA®, CFP®, CIC • Chief Investment StrategistArgent Trust Company • San Antonio, TX Category: Management CPE: 1 credit August 27SSARS Engagements – What You Need to Know Kurt Oestriecher, CPA • Managing PartnerOestriecher & Company, CPAs • Alexandria, LA Category: A&A CPE: 1 credit September 27Managing Change in a High-Speed World Laila Morcos Zissis, PCC, NBC-HWC, CMC • OwnerLaila Morcos Zissis, LLC• New Orleans, LACategory: Personal Development CPE: 1 credit October 29Creating a Positive Workplace Culture Jim Schneider, CPA, CIA • President & Managing PartnerThe Personnel Consulting Group • New Orleans LACategory: Management CPE: 1 credit November 12Tax Credit Shake-Up: What the New Incentives and ITEP Rules Mean for You Keri Hart • Senior Manager, Business IncentivesKim Wallett • Senior Manager, Business IncentivesAdvantous Consulting, LLC • Baton Rouge, LACategory: Taxation CPE: 1 credit CLE: 50 minutes December 9Practical Accounting Automation Using AIAndrew Schwartz, PhD • ProfessorStephenson Department of Entrepreneurship & Information SystemsLouisiana State University Category: Technology CPE: 1 credit CLE: 50 minutes
How SAS Nos. 134-145 Improve Risk-Based Audits
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Online/Webcast
4.00 Credits
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Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. 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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Walter Haig's SSARS Prep, Comp and Review Update
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Online/Webcast
8.00 Credits
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This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. This course is loaded with practical aids to enable CPAs to comply with the standards! Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Walter J. Haig
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Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online/Webcast
2.00 Credits
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The annual budgeting process is often criticized as an accounting exercise that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not volume sensitive, and disconnected from the organization's strategy and risk management processes. You can resolve these deficiencies using capacity-sensitive driver-based projections. Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The driver-based budgets can be periodically refreshed to create rolling financial forecasts extending well beyond the fiscal year end. Learn how managerial accounting can become managerial economics. Speaker - Gary Cokins
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GPT Builder for Accountants
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Online/Webcast
2.00 Credits
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This course provides a concise overview of using ChatGPT's GPT Builder to create custom GPTs specifically tailored for accounting professionals. Learn how to leverage this powerful tool to streamline accounting workflows, enhance client services, automate routine tasks, and improve financial analysis capabilities through customized AI solutions designed for accounting-specific applications. custom versions of ChatGPT with added skills and knowledge for specific tasks or industries. This course is designed to guide accountants on how to leverage these enhanced ChatGPT functionalities to streamline financial workflows, analyze data, and engage in more dynamic, multi-modal interactions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Garrett Wasny, MA, CMC, CITP/FIBP
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Surgent's Excel Budgeting Ideas
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Online/Webcast
2.00 Credits
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Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.Speaker - Jeff Lenning
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2025 Not-for-Profit Accounting & Auditing Update
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Online/Webcast
6.00 Credits
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This course provides a comprehensive update on the key developments impacting not-for-profit (NFP) accounting and auditing in 2025. While the FASB hasn't recently issued NFP-specific standards, several Accounting Standard Updates (ASUs) will significantly affect nonprofit organizations. We'll review these changes and their implications. We also explore the growing relevance of programmatic investments and their interplay with the Current Expected Credit Losses (CECL) standard, and examine the IFR4NPO initiative, a global project aimed at establishing universal financial reporting standards for nonprofits. On the auditing side, we'll delve into the impact of the new quality management standards, impacting firms that provide attestation services, including compilations and reviews for nonprofits. This session will equip you with the insights needed to navigate these changes and stay compliant. Speaker - Melisa Galasso